Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge
AI in Financial Services Podcast
Release Date: 07/29/2024
Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad
AI in Financial Services Podcast
Today’s guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication platform offering unified calling, messaging, video conferencing, and customer support. It helps businesses improve team collaboration and productivity through scalable, efficient communication solutions. In this episode, Jim Palmer joins Emerj Managing Editor Matthew DeMello on the show today to discuss the evolution of AI in customer experience. With over 10 years of experience in AI solutions, Jim shares valuable insights into the challenges and opportunities businesses face in implementing...
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Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual
AI in Financial Services Podcast
Today’s guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Member at Church Mutual. Church Mutual is a leading provider of specialized insurance solutions for religious organizations, educational institutions, senior living communities, and nonprofit organizations. Jessica joins us on today’s program to explore the intersection of CX, digital transformation, and data-driven decision-making. With a career spanning financial services, pharmaceuticals, and travel, she brings a cross-industry perspective on customer-centric innovation. If you’ve enjoyed...
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Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank
AI in Financial Services Podcast
Today’s guest is Arpit Sarin, Vice President of Digital at Regions Bank. Arpit joins us to share insights into the evolving role of AI and data in financial services. Our discussion covers the challenges banks face in adopting AI-driven solutions and scaling them across diverse customer bases and how AI is transforming personalization, customer engagement, and financial advisory services. Arpit provides a deep dive into the intersection of AI, security, and customer-centric innovation, offering practical advice for financial leaders navigating digital transformation. If you’ve enjoyed or...
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The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir
AI in Financial Services Podcast
Today’s guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance of power. Later, she explains how fraud detection has traditionally relied on deterministic technologies like anomaly detection and how the rise of generative AI has enabled more sophisticated fraud tactics, from deepfake identity forgeries to...
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Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure
AI in Financial Services Podcast
Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt returns to the program this week to explore the impact of AI on industry practices, from streamlining workflows to automating customer interactions and enhancing decision-making with predictive analytics. Our discussion examines how AI can process data more efficiently, identifying patterns in customer behavior and refining risk assessments. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a...
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The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure
AI in Financial Services Podcast
Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt joins us on today’s program to explore how AI is revolutionizing personal insurance and home refinancing. In the process, Matt shares insights into the current trends and challenges facing insurance leaders, the role of AI in enhancing customer experience, and how data-driven strategies are helping small and mid-sized businesses streamline operations. If you’ve enjoyed or benefited from some of the insights of this episode, consider...
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Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial
AI in Financial Services Podcast
Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward returns to the program to talk about use cases across financial services that are going to transform the personal banking space, from back-office services to customer-facing applications. Throughout the episode, Edward talks about what will come easiest to born-digital fintech startups before they will eventually need to gain the trust and proximity to retail banking customers that...
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Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial
AI in Financial Services Podcast
Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward joins us on today’s program to talk about the biggest challenges in driving personal banking experiences, and what the landscape between legacy and fintech organizations might look like given the practicality of adopting large-scale generative AI use cases in different kinds of financial institutions. If you’ve enjoyed or benefited from some of the insights of this episode, consider...
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Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace
AI in Financial Services Podcast
Today’s guest is Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology. Rackspace, headquartered in San Antonio, Texas, is a global cloud computing company with additional offices across North America, Europe, Asia, and Australia. It operates data centers in key locations including Amsterdam, London, Frankfurt, Hong Kong, and various cities in the United States. Nirmal returns to the show to explore the accelerating journey of AI adoption in financial services. Pulling from Rackspace’s recent AI survey, we discuss key findings: 86% of companies report tangible AI...
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Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace
AI in Financial Services Podcast
Navigating the complex world of AI hiring in financial services is no easy feat. In this debut episode, Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology, joins host Matthew DeMello to explore the unique challenges financial services enterprises face when integrating AI talent. With the sector still in its early adoption phase, generative AI’s impact is evident, but leveraging these innovations requires addressing fundamental infrastructure and regulatory hurdles. Throughout the episode, Nirmal shares his insights into the practical applications of generative...
info_outlineToday’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder voting in 120 countries. German joins us on the program today to discuss how AI can help drive strategy for financial services organizations in light of evolving customer expectations. Throughout the episode, German cites examples of untapped data and opportunities for efficiency gains, emphasizing the importance of documenting legacy systems and technologies to ensure continuity and modernization. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!