The Role of AI in Reducing Revenue Risk and Improving Accuracy - with Andy Byrne at Clari
Today’s guest is Andy Byrne, Founder and CEO of Clari, returns to share early findings from Clari’s upcoming report on AI in revenue operations. The headline: 2024 was tough — only 33% of revenue leaders hit plan — yet 91% expect to hit 2025 targets, largely due to AI. Andy breaks down how leaders are using predictive AI to surface risk and momentum and generative AI to create, convert, and close across deals, reps, products, and regions. He details why internal conversational data often outperforms external signals, what “agentic strategies” look like in practice, and why non-adopters risk leadership churn. We close with a tactical playbook for forming a CRO–CIO steering committee, mapping human workflows, and running focused conversion experiments that ladder to measurable revenue lift. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj’s flagship’ AI in Business’ podcast! If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
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19:14
The Biggest AI Trends Shaping Sales and Revenue Teams - with Andy Byrne at Clari
Today’s guest is Andy Byrne, Founder and CEO of Clari. Clari is an AI-driven platform that transforms how financial institutions manage revenue operations and forecasting, turning complex data into clear, actionable insights for confident decision-making. Their platform delivers forecasts and enterprise-wide insights, giving financial institutions the predictability and confidence they need to drive growth at scale. Andy joins Emerj Editorial Director Matthew DeMello on the AI in Business podcast to discuss how predictive and generative AI are transforming revenue operations, particularly in financial services. Andy explains how revenue leaders are using predictive AI to increase forecast accuracy, identify risks, and improve shareholder value, while generative and agentic AI are beginning to automate sales workflows and reduce the burden of manual tracking. Together, they explore the hype cycle around agentic AI, where the failures are likely to emerge, and how financial institutions like Capital One and Charles Schwab are deploying these technologies today. Byrne also highlights the critical role of “revenue context” — understanding who did what, when, and with what outcome — as a foundation for scaling AI-driven revenue platforms. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj’s flagship’ AI in Business’ podcast! Join enterprise leaders at Emerj’s Vision to Value AI Infra Summit to explore strategies for building, securing, and scaling AI infrastructure. Reserve your free spot today: emerj.com/infrasummit4. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
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28:41
How International AI Safety Efforts Are Shaping the Future of Governance - with Charleyne Biondi of Moody’s
Today’s guest on the ‘AI in Financial Services’ podcast is Charleyne Biondi, Associate Vice President of Moody’s Ratings in the Digital Economy Team. Charleyne Biondi, Associate Vice President of Moody’s Ratings in the Digital Economy Team. Charleyne returns to the program to share her perspective on the rapidly evolving landscape of AI regulation, comparing the EU AI Act, the US sector-specific approach, and emerging international frameworks. She outlines how regulatory divergence is shaping adoption, trust, and compliance costs for companies operating globally. Charleyne also emphasizes the risks of regulatory fragmentation in the US, where state-level laws often impose requirements as stringent as Europe’s. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj’s flagship’ AI in Business’ podcast! If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
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25:44
Why Autonomous AI Systems Are Accelerating Enterprise Adoption - with Charleyne Biondi of Moody’s
Today’s guest on the ‘AI in Financial Services’ podcast is Charleyne Biondi, Associate Vice President of Moody’s Ratings in the Digital Economy Team. Charleyne brings a broad perspective on how AI adoption is unfolding in financial services and the wider global economy. She explains how generative AI has lowered adoption barriers, accelerating experimentation while raising new challenges around integration, risk, and reliability. While many businesses see immediate efficiency gains at the individual level, Charleyne notes that true productivity impact requires deeper organizational transformation—connecting AI to legacy IT systems, retraining staff, and ensuring secure and reliable outputs. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj’s flagship’ AI in Business’ podcast! If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
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26:08
Looking at the Future of Banking and Financial Services in 2025 by Data Signal - with Gautam Samanta of Coforge
Today’s guest is Gautam Samanta, President and Executive Director, Head of Global Banking and Financial Services at Coforge. Coforge is a global IT services firm specializing in digital solutions for industries such as banking, insurance, travel, and manufacturing, with a focus on domain-driven consulting and emerging technologies like AI and cloud. Gautam joins Emerj Editorial Director Matthew DeMello to unpack how banking and financial services leaders can align digital transformation with business goals, move generative AI and blockchain initiatives beyond the hype, and build resilience through cybersecurity, modernization, and global delivery strategies. Their conversation also explores how mid-market banks are scaling offshore capabilities, and why strong data governance and a clear cultural vision are critical to navigating the next wave of change in financial services. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj’s flagship’ AI in Business’ podcast! If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI.
Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what’s working and what’s not working for FinServ leaders.
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