AI in Financial Services Podcast

AI Assistants and Preparedness Among Enterprises - with Chris Cadwell of Concentrix

Jun 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...

The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta

Jun 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...

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...

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...

Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight

Apr 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...