The AI in Financial Services Podcast
The AI in Financial Services Podcast helps financial services leaders understand how artificial intelligence is transforming banking, insurance, fintech, payments, risk, compliance, and customer experience.
Each week, Emerj AI Research interviews AI leaders, financial services executives, investors, and industry experts about where AI is creating real business value.
Each episode draws on the unique perspective of our guests, alongside insights from Emerj’s market research on the impact of AI in financial services.
Featuring guests and insights from organizations including HSBC, Citibank, Visa, Ayasdi, and ZestFinance.
Browse the latest episodes below, or follow the show wherever you listen to podcasts.
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AI Assistants and Preparedness Among Enterprises – with Chris Cadwell of Concentrix
June 15, 2026
Enterprises rushing agentic AI into production are running it through approval gates, batch windows, and audit systems built for human speed — and the gap is where most operational risk lives. In this episode, Chris Caldwell, President and CEO at Concentrix Corporation, examines how machine-scale transactions break processes designed for human pace and why bounded digital delegates outperform unrestricted digital twins in the enterprise. The...
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The AI Driven Finance Stack for High Growth Financial Services – with Henry Ward of Carta
June 1, 2026
A fundamental shift is emerging as AI moves core financial operations away from traditional web interfaces and into AI‑native cloud‑desktop environments, redefining how CFO teams execute and manage workflows. In this episode, Henry Ward, founder and CEO at Carta, examines how this transition changes the CFO operating model alongside host Daniel Faggella, highlighting why AI‑literate finance leaders gain leverage by orchestrating reporting, close processes, and...
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How the AI-Native Bank Stops Adding Pilots and Starts Industrializing – with Jeremy Caine of IBM
May 18, 2026
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 and Solution Leader at IBM, unpacks why banks and insurers get stuck in pilot purgatory and what an AI-native future state actually looks like in a regulated environment....
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AI‑Ready Underwriting Operations While Maintaining Decision Consistency – with Barbara Stacer of Utica National Insurance Group
May 5, 2026
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 Underwriting and Underwriting Operations at Utica National Insurance Group, examines how governed versioning, traceable approvals, and embedded documentation close the execution gap that slows pricing changes after they leave actuarial....
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Turning Infrastructure from Bottleneck to Business Enabler for AI – With Juan Orlandini of Insight
April 20, 2026
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 stall and outlines how leaders can apply decades of established IT investment discipline to evaluate, validate, and scale AI initiatives with measurable outcomes in mind. The conversation covers organizational change management across...
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