How AI is Transforming Asset & Wealth Management From Data to Decisions - with Paul Ronan of FE fundinfo
Release Date: 04/02/2025
The AI in Business Podcast
Today’s guest is Nathaniel Bell, Director of Data Management at Wells Fargo. Nate joins Emerj Managing Editor Matthew DeMello on the show today to discuss the practical application of AI within internal audit workflows, focusing on tools that are already delivering results. He explains how deterministic models are transforming information gathering, testing internal controls, and identifying risks earlier in the process. The conversation also covers the transition from manual audits to continuous auditing, emphasizing the importance of foundational capabilities like data quality and system...
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Today’s guest is Troy Felix, RVP of Sales Engineering at BigPanda. BigPanda is a leading AIOps platform that helps enterprises prevent and resolve IT incidents faster through automation and real-time insights. Troy joins us to explore how automation and real-time data are transforming IT operations. He explains how organizations are using AIOps to reduce alert noise, speed up root cause analysis, and bridge communication gaps between IT, engineering, and SRE teams. Troy also discusses how industries like financial services, healthcare, e-commerce, and managed service providers are evolving...
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Today’s guest is Matt DeLauro, President at SEON Technologies. SEON is a global provider of fraud prevention solutions, leveraging advanced AI and machine learning to help businesses identify and mitigate fraud throughout the customer journey. Matt joins us on today’s show to discuss how SEON is tackling the challenges of modern fraud prevention in an increasingly digital world. Matt shares insights on the limitations of legacy systems and the complexities of data aggregation as fraud threats grow more sophisticated. He explains how “fraud as a service” is making cutting-edge fraud...
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Today’s guest is Patricio La Rosa, Head of End-to-End Decision Science at Seed Production Innovation in Bayer Crop Science. With over 20 years of experience developing AI and data science solutions across healthcare and agriculture, Patricio joins Emerj Managing Editor Matthew DeMello to explore how machine learning can drive better outcomes across the drug development lifecycle, from research design to clinical deployment. Patricio discusses how AI is optimizing early trial planning, improving participant engagement, and supporting ethical, human-centered decisions at scale. Drawing lessons...
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Today’s guest is Akhil Khunger, VP in Quantitative Analytics at Barclays. Akhil returns to the program to discuss the evolving role of customer-facing AI in financial services and how financial institutions are embedding safety and security measures directly into client-facing systems. He delves into the risks financial services face, such as prompt injection and model jailbreaking, and how firms are balancing user experience with necessary guardrails. Later, he and Emerj Managing Editor Matthew DeMello explore the challenges of building transparent, trustworthy, and resilient AI systems for...
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Today’s guest is Brice Challamel, Head of AI products and Innovation at Moderna. With experience working across five continents, he brings a global perspective to driving AI adoption, innovation management, and measurable results in life sciences. Brice joins Emerj Managing Editor Matthew DeMello to explore how Moderna is embedding AI into both its tools and corporate culture to scale collaboration, accelerate product development, and improve regulatory outcomes. He breaks down how AI is augmenting human creativity, enhancing team decision-making, and supporting patient engagement efforts,...
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As enterprises double down on generative AI initiatives, the intersection of data security, privacy, and unstructured data is quickly becoming mission-critical. In this episode, Dimitri Sirota, Co-founder and CEO of BigID, joins the podcast to explore how AI transformation is reshaping enterprise data governance, security, and compliance—and why understanding your “crown jewel” data is essential to building trustworthy AI systems. Dimitri outlines the three major forces driving today’s enterprise data challenges: accelerated cloud migration, a rising tide of global data privacy...
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Today’s guest is Damion Nero, Head of Data Science at Takeda Pharmaceuticals. With over 15 years of experience applying AI, machine learning, and real-world data to drug development and precision medicine, Damion joins Emerj Managing Editor Matthew DeMello to explore the evolving role of AI in drug development and supply chain management. He breaks down how AI is currently streamlining administrative and regulatory tasks, improving efficiency across clinical trials, and saving valuable time for healthcare professionals. Damion also discusses why broader, transformative supply chain...
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Today’s guest is Marie Flanagan, Director of Product Management in Digital Projects and Solutions at IQVIA, who joins us to explore the overlooked intersection of AI and safety workflows in life sciences. As the industry experiences an explosion in the volume and diversity of data—from social media and call centers to audio and video files—Marie outlines the mounting challenges for pharmacovigilance and the opportunities AI is unlocking for healthcare and life sciences leaders. Marie discusses how advancements in voice-to-text transcription and automation are helping safety teams manage...
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Today’s guest is Akhil Khunger, VP of Quantitative Analytics at Barclays. Akhil joins us to explore how financial institutions are modernizing stress testing, risk modeling, and strategic planning through AI. Throughout the episode, Akhil discusses the evolving architecture of financial models — specifically how modular, decoupled processes can speed up regulatory compliance and empower faster decision-making. He outlines how AI-powered code generation and user-friendly APIs are enabling more targeted scenario analysis without compromising performance across large, complex portfolios....
info_outlineToday’s guest is Paul Ronan, Chief Technology Officer at FE fundinfo. FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe, and Asia Pacific through a single integrated platform. With over 30 years of expertise, FE fundinfo empowers asset and wealth managers to streamline operations, improve client outcomes, and make confident, data-driven decisions. In this episode, Paul joins us to discuss how industry leaders are adopting AI to enhance efficiency, improve client personalization, and redefine operational models. While some firms embrace AI as a strategic imperative, others remain cautious due to concerns over data quality and regulatory uncertainty. The conversation explores the shift toward outcome-driven AI programs and the strategies firms need to navigate the evolving investment industry landscape. This episode is sponsored by FE fundinfo. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.