AI in Financial Services Podcast
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 advertising page to learn more about reaching our executive audience of AI adopters in the world’s largest banking and insurance firms: https://emerj.com/advertise
Show episodes
Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP
What does it take to build truly intelligent customer experiences at enterprise scale? In this episode of the AI in Business podcast, Shardul Vikram, Chief Product Officer of SAP Application AI, returns to explore the critical role of generative AI in transforming CX across industries. From telecom to healthcare, Shard
Today’s guest is Traci Mabrey, General Manager, Factiva at Dow Jones. In this episode, Traci joins Emerj Editorial Director Matthew DeMello to discuss how AI is accelerating research, improving personalization, and reinforcing the role of human expertise in high-stakes decision-making. The conversation explores the gro
Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva
Today’s guest is Traci Mabrey, General Manager, Factiva at Dow Jones. Factiva is a business information and research tool owned by Dow Jones & Company. It aggregates content from both licensed and free sources, providing organizations with search, alerting, dissemination, and other information management capabilities.
Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad
Jim Palmer, Chief AI Officer at Dialpad, returns to the ‘AI in Financial Services’ podcast to discuss the next evolution in enterprise AI: agentic systems. These autonomous tools promise dramatic changes to how work is done, but only if grounded in real-world applications and use cases. Throughout the episode, Jim outl
Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad
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, J
Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual
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