This Week: Building AI Strategy in Finance: From Cost Savings to Customer Experience with Tonjia Coverdale

Can AI truly reshape the finance industry while navigating strict regulatory standards?

Or do organizations risk stagnation by focusing solely on internal efficiencies at the expense of customer experience? In our latest episode of the Pioneers podcast, Tonjia Coverdale shares her insights on leveraging AI to improve business strategies within the finance sector.

We covered:

• Is regulatory compliance limiting AI innovation?

• What are the risks of poor collaboration between IT and business leaders?

• Are companies overlooking customer-centric AI by fixating on internal efficiency?

• Can data governance enhance personalization, or is it just another hurdle?

• Are we ready to confront the ethical challenges posed by evolving AI in banking and insurance?

Building a Company Like an Investor: Risk, Bets, and Growth

Running a company is a series of risk-adjusted bets: from hiring and product development to go-to-market strategies and investor selection. The key? Experiment, assess, double down on what works, and cut what doesn’t.

Watch the full clip to see how disciplined investing principles apply to startup success.

How a Lending Company Issues Loans 90% Faster With Our AI Agents

A student lending company was struggling with manual loan underwriting processes that burdened their loan officers with time-intensive tasks. They turned to us for help in automating their workflow, which involved dealing with variable, unstructured, and notoriously difficult-to-process documents.

In this customer story, we share how we solved this challenge by configuring three of our AI Agents, reducing loan processing times by 90%, and creating new revenue opportunities for the company.