How to Build ROI-Driven AI Co-Pilots for Finance

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AI Monetisation

ProjectPro

78 episodes

5 days ago

The AI Monetisation Podcast, hosted by CEO and Co-founder Binny Mathews, brings together leading AI practitioners to share their strategies for leveraging AI to drive tangible business outcomes. Discover real-world insights, innovative approaches, and transformative success stories from industry leaders harnessing AI's power to create measurable impact in their enterprises. Access the full show notes for this episode, including referenced articles, resources, and people mentioned: https://bit.ly/4fmRSn0

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How to Build ROI-Driven AI Co-Pilots for Finance

AI Monetisation

31 minutes 51 seconds

3 months ago

How to Build ROI-Driven AI Co-Pilots for Finance

In this episode of the AI Monetisation Podcast, Boris Tvaroska, AI Technical Lead for Financial Services at Google, joined Co-founder Binny Mathews to discuss how leading financial institutions can build ROI-driven AI co-pilots, while navigating one of the most heavily regulated industries on earth.

Guest Background: With a career spanning Google, AWS, Lenovo, and HP, Boris brings deep expertise in applied AI, NLP, and cloud-based transformation. He’s led AI implementations across global financial enterprises and previously co-founded an NLP startup, giving him a unique perspective at the intersection of innovation and governance.

What's Inside?

Top 2 AI use cases in finance: Intelligent document processing & frontline AI copilots
Why traditional OCR and RPA fall short in modern financial workflows
How banks can scale personalization while managing regulatory risk
The role of RAG vs fine-tuning in real-world AI deployments
What’s blocking full-scale automation, and how governance must evolve

Key Takeaways:

Document-heavy processes are ripe for AI-driven unstructured-to-structured data transformation
Copilots can boost efficiency for call centers, loan officers, and advisors
Governance, not model performance, is the biggest blocker to adoption
Most real-world success comes from RAG + embedding fine-tuning, not full model retraining
Regulation needs to catch up to unlock end-to-end automation

This is a must-watch for anyone building or deploying AI in finance, especially if you're focused on measurable ROI, risk mitigation, and scaling innovation responsibly.

For full show notes, visit- https://bit.ly/3GByYNV

ProjectPro helps you tackle your AI projects with ease. Upskilling the team for specific AI projects, collaborating with experts to co-build AI solutions, or opting for end-to-end project outsourcing, ProjectPro has you covered. With ongoing 1:1 support, enterprises can overcome roadblocks and seamlessly take their projects from PoC to production. Learn more- https://bit.ly/4lrlnaR