In this episode, Dave and Dharm sit down with Cristina Pieretti, Head of Digital Content and Innovation at Moody’s, to explore how one of the world’s most data-driven organisations is reimagining itself through Generative AI.
Cristina reveals how Moody’s moved rapidly from early experiments to launching its first commercial GenAI product, the Moody’s Research Assistant, which became the company’s fastest-adopted tool in history. She shares how GenAI now powers everything from developer co-pilots to agentic sales and strategy tools, reshaping how thousands of employees work and think.
The conversation dives deep into:
How Moody’s is embedding GenAI across teams while managing risk, trust, and data integrity.
The cultural shift needed to make AI adoption part of everyone’s job — not just the developers’.
Why agentic systems represent the next big leap for productivity and innovation.
How banks and financial institutions are following suit, with parallels drawn to the early days of cloud adoption.
Cristina’s candid thoughts on the so-called “AI bubble” and why she believes specialisation and high-quality data will separate lasting innovation from hype.
This is a masterclass in how established financial institutions can turn disruption into opportunity, with human creativity and trusted data at the core.
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In this episode, Dave and Dharm sit down with Cristina Pieretti, Head of Digital Content and Innovation at Moody’s, to explore how one of the world’s most data-driven organisations is reimagining itself through Generative AI.
Cristina reveals how Moody’s moved rapidly from early experiments to launching its first commercial GenAI product, the Moody’s Research Assistant, which became the company’s fastest-adopted tool in history. She shares how GenAI now powers everything from developer co-pilots to agentic sales and strategy tools, reshaping how thousands of employees work and think.
The conversation dives deep into:
How Moody’s is embedding GenAI across teams while managing risk, trust, and data integrity.
The cultural shift needed to make AI adoption part of everyone’s job — not just the developers’.
Why agentic systems represent the next big leap for productivity and innovation.
How banks and financial institutions are following suit, with parallels drawn to the early days of cloud adoption.
Cristina’s candid thoughts on the so-called “AI bubble” and why she believes specialisation and high-quality data will separate lasting innovation from hype.
This is a masterclass in how established financial institutions can turn disruption into opportunity, with human creativity and trusted data at the core.
EP 135: DEMYSTIFYING THE ROLE OF AGENTIC IN BANKING WITH ROB DUNLAP OF ZAFIN
Dave and Dharm DeMystify
37 minutes 3 seconds
3 months ago
EP 135: DEMYSTIFYING THE ROLE OF AGENTIC IN BANKING WITH ROB DUNLAP OF ZAFIN
In his episode of the Dave and Dharm Demystify Show, host Dharm is joined by Rob Dunlap, Head of Product Innovation at Zafin, to discuss the evolving landscape of agentic AI and its applications in banking.
Rob had previously lead AI initiatives at IBM before joining Zafin making him a great subject matter expert for demystifying agentic banking.
The conversation delves into the definition and implications of agentic AI, emphasizing its transformative potential and role in automating complex financial tasks. Rob shares insights on how third-party apps are pioneering the adoption of AI in personal finance, while banks must catch up to maintain customer trust and offer personalized services.
The discussion touches on the challenges banks face, such as overcoming internal silos and ensuring regulatory compliance, and highlights the importance of human and AI partnerships. Rob also talks about the rapid pace of AI innovation and the importance of designing AI solutions for user adoption
Dave and Dharm DeMystify
In this episode, Dave and Dharm sit down with Cristina Pieretti, Head of Digital Content and Innovation at Moody’s, to explore how one of the world’s most data-driven organisations is reimagining itself through Generative AI.
Cristina reveals how Moody’s moved rapidly from early experiments to launching its first commercial GenAI product, the Moody’s Research Assistant, which became the company’s fastest-adopted tool in history. She shares how GenAI now powers everything from developer co-pilots to agentic sales and strategy tools, reshaping how thousands of employees work and think.
The conversation dives deep into:
How Moody’s is embedding GenAI across teams while managing risk, trust, and data integrity.
The cultural shift needed to make AI adoption part of everyone’s job — not just the developers’.
Why agentic systems represent the next big leap for productivity and innovation.
How banks and financial institutions are following suit, with parallels drawn to the early days of cloud adoption.
Cristina’s candid thoughts on the so-called “AI bubble” and why she believes specialisation and high-quality data will separate lasting innovation from hype.
This is a masterclass in how established financial institutions can turn disruption into opportunity, with human creativity and trusted data at the core.
