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Artwork for AI in Financial Services Podcast

AI in Financial Services Podcast

Daniel Faggella
Financial Services
Generative AI
Customer Experience
Artificial Intelligence
Private Equity
Risk Management
Data Governance
Machine Learning
AI Adoption
Digital Transformation
Regulatory Compliance
Personalization
Cybersecurity
Fraud Prevention
Contract Management
Customer Service
Customer Onboarding
Legal Workflows
Productivity
Anti-Money Laundering

The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders. Visit our... more

PublishesTwice monthlyEpisodes193Founded7 years ago
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Artwork for AI in Financial Services Podcast

Latest Episodes

AI programs in financial services don't fail at the model; they fail at the seam between pilot and production, where data, integration discipline, and ownership decide whether anything reaches scale. In this episode, Jeremy Caine, Technology Strategy... more

Stabilizing the operational environment around underwriting judgment is the shift that enables decisions to move into the market with greater speed, consistency, and control. In this episode, Barbara Stacer, Vice President, Head of Small Commercial U... more

AI infrastructure projects are failing not because the technology underdelivers, but because organizations commit capital before establishing the business case. In this episode, Juan Orlandini, CTO at Insight, examines why enterprise AI programs stal... more

Architectural decision‑making in large enterprises can break down when system knowledge is fragmented, slowing delivery and creating inconsistent outcomes across teams. In this episode, Amar Akshat, Senior Vice President of Architecture at PaySafe, e... more

Key Facts

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Recent Guests

Barbara Stacer
Vice President, Head of Small Commercial Underwriting and Underwriting Operations at Utica National Insurance Group
Utica National Insurance Group
Episode: AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group
Juan Orlandini
Chief Technology Officer at Insight
Insight
Episode: Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight
Amar Akshat
Senior Vice President of Architecture
Paysafe
Episode: How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
Steve Hasker
CEO at Thomson Reuters
Thomson Reuters
Episode: How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters
Mary Ann Miller
VP of Client Experience and Fraud Advisor at Prove
Prove
Episode: Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove
Tal Elyashiv
Co-founder and managing partner at SPiCE VC
SPiCE VC
Episode: From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC
Kiruba Eswaran
CEO of Eleos Life
Eleos Life
Episode: Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life
Debjit Saha
Vice President of Engineering and Product for Risk and Compliance at MoneyGram
MoneyGram
Episode: How Payments Firms Secure AI While Meeting Regulatory Demands - with Debjit Saha of MoneyGram
Nicole Haverly
Vice President of Credit Unions at Encino
Encino
Episode: Driving Trust and Community Through Technology in Credit Unions – with Nicole Haverly at nCino

Host

Matthew DeMello
Editorial Director at Emerj AI Research; various captions indicate leadership in editorial direction and show hosting

Reviews

4.9 out of 5 stars from 38 ratings
  • One of the top 3 AI podcast shows actually worth listening to

    As an AI consultant, I find Daniel’s podcasts amazing. He always has interesting guests who have practical experience to share. Daniel asks insightful questions and often uncovers new ways of thinking about AI that I had not thought about before.

    Thank you Daniel for creating this show. It’s honestly one of the very few worth investing time in.

    Apple Podcasts
    5
    mc75random
    United States4 years ago
  • Concise and clear

    As am MD I really enjoy the level this podcast is pitched at.

    Apple Podcasts
    5
    P Walshe
    Australia5 years ago
  • Relevant and important

    Banks and fintechs that leverage AI will thrive, those that don’t will struggle. This podcast discusses ideas and best practices that are critical for leaders at all levels to understand.

    Apple Podcasts
    5
    HPRI
    United States6 years ago
  • Practical AI

    Dan always provides practical easy to understand knowledge that bridges the gap between technical and business professionals

    Apple Podcasts
    5
    Coach muscle hamster
    United States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

MDs appreciate the concise, business-focused level and practical AI insights.
Banks and fintechs that leverage AI will thrive; the discussions provide actionable ideas for leaders to adopt.
As an AI consultant, I find Daniel's podcasts amazing. He always has interesting guests who have practical experience to share.
Dan delivers practical AI knowledge that bridges technical and business perspectives.

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Talking Points

Recent interactions between the hosts and their guests.

Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight
Q: From a CEO's perspective, how do we stop viewing infrastructure as just something like a utility bill and start seeing it as an engine that will actually allow AI to deliver proper ROI?
Focus on the business outcomes first; avoid buying hardware until you have a clear use case with measurable ROI. Use a thesis and a tabletop validation, then pursue a minimum viable proof of concept to prove the business value before investing more.
How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
Q: What can leaders do to unlock speed without sacrificing control in the age of AI and LLMs?
Emphasize deterministic guardrails and have LLMs handle intent parsing rather than orchestration; implement standardized, templatized SOPs and a shared decision memory to guide AI-driven design while preserving governance and security.
How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
Q: So starting from a high level view of the landscape, across the large enterprise, from what you've seen, where does architectural and operational decision making get stuck?
Decisions get stuck due to fragmented context and trapped memory across silos, leading to architectural drift; a common fabric of memory and an organized, codified knowledge base is needed to speed up decisions while maintaining alignment with business goals.
Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove
Q: What blocked on-boarding progress in practice, and how can it be mitigated?
Frictions such as multiple screens, passwords, and repeated data entry increase drop-off; solutions include intelligent pre-fill, endpoint protection, and clear governance around identity checks to keep the process smooth.
Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove
Q: How should banks think about tokenization in terms of customer experience vs. security?
Tokenization should be viewed as both a security backbone and a CX enhancer, enabling persistent, portable identities that streamline login and verification across channels while maintaining high assurance levels.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About AI in Financial Services Podcast

What is AI in Financial Services Podcast about and what kind of topics does it cover?

The show focuses on practical AI applications in financial services, featuring executives, risk and compliance leaders, and AI/tech innovators from banks, insurers, and fintechs. Episodes consistently explore ROI, governance, risk, and customer experience as AI adoption accelerates in areas like fraud detection, onboarding, and digital transformation. Notable strengths include bringing in practitioner guests with hands-on implementation notes, covering regulatory and governance considerations, and maintaining a clear emphasis on how AI actually moves the needle in real-world financial contexts. Potential listeners can expect thoughtful discussions on balancing automation with human oversight, plus actionable takeaways for CIOs, CROs, and pr... more

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Which podcasts are similar to AI in Financial Services Podcast?

These podcasts share a similar audience with AI in Financial Services Podcast:

1. The AI in Business Podcast
2. The AI Daily Brief: Artificial Intelligence News and Analysis
3. The McKinsey Podcast
4. Leveraging AI
5. AI + a16z

How many episodes of AI in Financial Services Podcast are there?

AI in Financial Services Podcast launched 7 years ago and published 193 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on AI in Financial Services Podcast?

Recent guests on AI in Financial Services Podcast include:

1. Barbara Stacer
2. Juan Orlandini
3. Amar Akshat
4. Steve Hasker
5. Mary Ann Miller
6. Tal Elyashiv
7. Kiruba Eswaran
8. Debjit Saha

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