Bringing AI to the Onboarding Process - with Sarah Welch of Curinos

Bringing AI to the Onboarding Process - with Sarah Welch of Curinos

Author: Daniel Faggella March 20, 2023 Duration: 20:24

Today's guest is Managing Director at Curinos Sarah Welch. Curinos is a software company specializing in data-based solutions for financial services enterprises. In conversation with Emerj Senior Editor Matthew DeMello, Sarah discusses how the same AI capabilities banking leaders might be familiar with across customer experience use cases are illuminating business opportunities and solving challenges in the onboarding process. As a greater image of customers and what makes them loyal emerges, Sarah explains how new questions arise from the data, including, "When is marketing's job done?". To access Emerj's frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.


Hosted by Daniel Faggella, the AI in Financial Services Podcast cuts through the hype to explore how artificial intelligence is practically applied in banking, insurance, and investing. This isn't a theoretical discussion; it's a grounded conversation for executives and decision-makers who need to understand where real value lies. Every episode features direct interviews with those on the front lines-leaders from major global financial institutions and founders of pioneering AI companies-to dissect what actually drives return on investment. You'll hear candid stories of successful implementations, honest assessments of setbacks, and strategic insights into building a viable AI roadmap without needing a technical background yourself. The focus remains squarely on actionable intelligence: identifying tangible opportunities, formulating a coherent strategy, and ultimately delivering measurable results. By tuning into this podcast, you gain access to a clear-eyed view of an evolving landscape, learning directly from peers who are navigating the same complex challenges of integrating advanced technology into established financial systems.
Author: Language: English Episodes: 100

AI in Financial Services Podcast
Podcast Episodes
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