Pioneers podcast

Jeremy Hodges, CTO of Live Oak Bank, shares how his team leverages AI and automation to enhance small business banking—without losing the personal touch that sets them apart.

Shawn Dunn, VP of Data and Analytics at WSEC, shares how he’s guiding AI adoption in a highly regulated space, from internal efficiency gains to future member-facing innovations.

Tonjia Coverdale shares how her diverse career has shaped her approach to leveraging AI, data, and innovation to drive business strategy in highly regulated industries.

Jamie Clisham, VP of Data and Analytics at Machias Savings Bank, shares how she leverages her data-driven decision-making to transform business outcomes at a 150-year-old community bank.

Lulu Chang, an investor at Canapi Ventures, shares her unique journey and deep expertise in supporting early-stage startups, with a focus on the fintech market and AI.

Letizia Royo-Villanova, an early-stage investor at Plug and Play, delves into the transformative potential of Generative AI in fintech and innovation within the fintech industry.

Jonathan Allen, President of Wescom Financial Services, and Joseph Pellissery, CIO of Wescom, explore how centralized technology and innovation are reshaping credit unions.‍

Peter Hung, investor at Illuminate, focuses on how generative AI is transforming finance with a hands-on approach to the complexities of innovative AI-driven solutions for financial services.

Sachin Vaidya, Chief Information Officer at a leading financial institution in California, delves into the role of technology in banking and highlights how generative AI and automation transform financial services and operational efficiencies.

Matt Speare, COO of Carter Bank, reviews AI's role in community banking, from personalization to efficiency, and strategies for implementation.

Learn how LS Mortgage uses AI to automate mortgage lending from Thomas Shaw, the company's CMO and CTO. It will help inspire strategy for your own business.

Andy Mattingly shares insights on FORUM Credit Union's journey with AI lending, from automating decisions and leveraging data to transforming underwriter roles and fostering innovation.

Stephen Taylor, CIO of Vast Bank, explores the risks and consequences of AI hallucinations, factors contributing to their occurrence, and strategies like task decomposition and explainability for mitigation.

Lex Sokolin of Generative Ventures explores how AI is revolutionizing regulated industries like finance, balancing innovation with compliance and ethics.

Aakarsh Ramchandani, CSO at RavenPack, discusses how AI is transforming hedge funds, democratizing investment tools, and the need for AI regulation.

Jim Beech, CEO of Direct Mortgage Corp., shares his blueprint for building trustworthy AI in finance, healthcare, and tech through data integrity and human collaboration.