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How DailyWorth turned a newsletter into a roboadvisor for women

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Artificial Intelligence, Banking, Podcasts

The story of Erica, Bank of America’s homegrown digital assistant

  • Sometimes a bank chooses to build a feature that sets the tone for the industry. Today's story is a case study into such a case, where Bank of America's Hari Gopalkrishnan dives into how the bank developed its digital assistant and how its role has expanded over the years.
  • On the show, Hari dives into the challenges the firm faced when building Erica and then takes his sights to the future, giving us a never-before-seen look at how one of the biggest banks in the industry is thinking of Gen AI.
Rabab Ahsan | April 01, 2025
Artificial Intelligence, Banking

GPT-4 faces a challenger: Can Writer’s finance-focused LLM take the lead in banking?

  • We often focus on chatbots built by banks and financial firms, but today, we explore the engines driving chatbot interactions and platform automation.
  • Banks typically turn to GPT-4 for LLM solutions, but a potential rival is emerging. San Francisco’s Writer, a gen AI company, is pushing forward in enterprise AI with domain-specific LLMs like Palmyra Fin.
Sara Khairi | March 06, 2025
Artificial Intelligence, Designing new products, Keys to growth

The unbundling of fintech: When fintech apps spawn new offerings

  • Public, Acorns, and Copper Banking demonstrate how fintech companies are expanding their digital presence and engagement through apps.
  • From AI-powered global investment-related tools to gamified rewards and kid-focused financial products, these companies are reimagining how to maintain user engagement and drive long-term growth.
Rabab Ahsan | February 25, 2025
Artificial Intelligence, Banking, Innovation, Partner, Podcasts

Temenos CPTO Barb Morgan on measuring ROI, step by step modernization, and AI-enabled banking

  • Temenos CPTO Barb Morgan reveals how financial institutions are shifting from viewing AI as just a chatbot solution to embracing it as a collaborative "side-by-side agent" that enhances human interactions while navigating complex regulatory requirements.
  • The conversation delves into how banks are finding success with modernization by taking a modular approach rather than complete overhauls and how codesigning approaches aid in building more bank-centric products and processes.
Zack Miller | February 13, 2025
Artificial Intelligence, Banking, Partner Content

How AI is disrupting financial services and how companies can respond — with Publicis Sapient CEO, Nigel Vaz

  • Publicis Sapient CEO, Nigel Vaz, shares how AI is reshaping finance, from wealth management to mortgage lending.
  • Vaz highlights how banks with strong data foundations are outpacing competitors—accelerating digital transformation, cutting costs, and unlocking new growth opportunities.
Zack Miller | February 06, 2025
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