logo
episode-header-image
Sep 22
28m 41s

The Biggest AI Trends Shaping Sales and ...

Daniel Faggella
About this episode

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!

Up next
Oct 6
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 break ... Show More
19m 14s
Sep 8
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 sha ... Show More
25m 44s
Aug 25
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 expla ... Show More
26m 8s
Recommended Episodes
Apr 2024
Driving Partnerships and Prioritization Strategies for AI in Financial Services - with Julie Winkler of CME Group
Today’s guest is Julie Winkler, Chief Commercial Officer of the CME Group. CME Group is a Chicago-based financial services firm that operates derivative exchanges including the Chicago Mercantile Exchange and Chicago Board of Trade. Julie joins Emerj CEO and Head of Research Dani ... Show More
26m 9s
Dec 2023
Financial Services Challenges and Solutions in the Age of Generative AI - with Fabrizio Burlando of Mastercard
Today’s guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercard. Previous to Mastercard, Fabrizio also served as a project leader at Boston Consulting Group and as a Senior Consultant for the United Nations. He joins us on today’s program to ... Show More
25m 34s
Jun 2024
Driving SMB Solutions with AI - with Matt Madrigal of Google
Today’s guest is Matt Madrigal, Vice President and General Manager of Merchant Shopping at Google. Matt returns to the program today to talk about data-based solutions for SMB retail challenges surrounding product imagery and translating brick-and-mortar customer experiences to t ... Show More
13m 9s
Jun 2024
The Deal Room: Apple Intelligence & J.P. Morgan Boosts IBD Outlook
In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week: Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the AI race. Amazon has outpe ... Show More
39m 31s
Mar 2023
The Difference Intelligent Automation Makes in Compliance and Financial Crime - with Paul Tepper and Tina Chace of WorkFusion
Today's guests are WorkFusion VP, Head of AI Paul Tepper, and VP of Product Management Tina Chace. WorkFusion is a software company with over $340 million in funding that blends RPA and AI – a process often called intelligent automation – to help businesses digitize their operati ... Show More
15m 31s
Dec 2020
Getting Financial Services Firms to Say Yes to AI - with Derek Wang of Stratifyd
Today's guest is the great and brilliant Dr. Derek Wang, Founder and CEO of Stratifyd. Since 2015, Stratifyd has raised $50+ million for its AI-powered analytics platform, enabling enterprises to transform structured and unstructured human textual data. In this episode, Dr. Wang ... Show More
19m 8s
Mar 2024
What Telecom Can Teach Other Sectors About AI Adoption - with Nadeem Saeed of Verizon
Today’s guest is Nadeem Saeed, Corporate Vice President of Digital Transformation and Operational Excellence at Verizon. He joins Emerj Senior Editor Matthew DeMello on this week’s podcast to discuss the biggest challenges that telecom leaders face when it comes to driving infras ... Show More
17m 25s
Mar 2021
Outcomes of increased investment in technology
Increased utilisation of tech in law gives birth to a bounty of changes in day-to-day legal practice, and opens the door to questions such as whether law firms and in-house teams should be operating more like hedge funds. On this episode of The Lawyers Weekly Show, host Jerome Do ... Show More
32m 41s
Jun 2024
#135 Thoras AI: The Twin Effect
Twin sisters Nilo and Jennifer Rahmani used to be site reliability engineers. Where they worked night and day to keep servers running at companies like Slack. But Nilo and Jen left their cushy jobs in tech to build Thoras AI, a platform that helps startups scale and optimize thei ... Show More
41m 19s
Mar 2022
[Achieving AI ROI] Go After Tuna, Not Whales - with Falkonry CEO Nikunj Mehta
Today is episode five out of five of this week’s special series on Achieving ROI with Early AI Projects. We’ve heard from leaders from Intel, Oracle, and other big names, and today, we’re wrapping this series up with someone from the startup world. Our guest is Nikunj Mehta, Foun ... Show More
25m 30s