1105. Insights: Who owns the banking relationship in the AI era?

About this episode:

As AI becomes another interface between customers and their money, could banks lose their place at the centre of the financial relationship?

Host Kate Moody is joined by Udi Ziv, CEO of Personetics, Megan Caywood, CEO of Caywood, and Ron Shevlin, Chief Research Officer at Cornerstone Advisors, to explore who owns the banking relationship in the AI era. They discuss whether banks’ data and trust still give them an advantage, what happens when AI moves from answering questions to taking action, and whether AI could ultimately make banking more personal rather than less.

This episode is produced in partnership with Personetics.

This week's guests:

Udi Ziv - CEO of Personetics

Megan Caywood - CEO of Caywood

Ron Shevlin - Chief research officer of Cornerstone Advisors

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