In this episode, I sit down with James Dyett, head of platform at OpenAI. James discusses how AI is revolutionizing finance, with insights from clients like Morgan Stanley and Klarna. Learn how Morgan Stanley uses AI to improve wealth management and how Klarna has automated two-thirds of its customer service tasks. We also touch on Oscar Health and Nubank, exploring how AI enhances their operations. James shares his strategies for implementing AI solutions and the future of AI in the industry.
James Dyett: https://www.linkedin.com/in/jamesdyett/
00:00:00 – Introduction to AI in Finance
00:00:37 – Customer Use Cases: Morgan Stanley & Klarna
00:01:14 – Guest Introduction: James Dyett
00:01:32 – James Dyett’s Journey from Stripe to OpenAI
00:04:26 – Morgan Stanley’s AI-Driven Wealth Management Tool
00:08:45 – Evaluation and Feedback Process
00:11:07 – Scaling AI Across Morgan Stanley
00:14:20 – Klarna’s AI-Driven Customer Service Automation
00:18:26 – Future of Customer Service with AI
00:20:22 – AI’s Impact on Employment
00:24:46 – Nubank’s AI Integration
00:27:23 – Customer Insights and Feedback Loop
00:29:01 – Oscar Health’s AI Implementation
00:33:33 – Challenges in Enterprise AI Adoption
00:39:05 – Building the Go-to-Market Strategy
00:44:30 – Organizational Growth and Challenges
00:49:49 – Future of AI in Financial Services
00:54:36 – Closing Thoughts
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