In this episode, we dive into the real-world challenges and opportunities of bringing data strategy and AI into financial services. Hosted by Sandipan Bhaumik, Principal Analytics SA at AWS, the conversation features Mickey Smith, CTO of The MONY Group, and Mayur Udernani, Principal AIML Specialist at AWS.
Together, they explore how The MONY Group is building a practical data and AI strategy tailored for mortgage advisors, focusing on simplicity, usability, and tangible outcomes. Mickey shares how his team is leveraging AI-driven marketing tools, personalized engagement, and automation to support advisors, while keeping the tech intuitive and easy to adopt.
The discussion also touches on overcoming resistance to change, designing tools that fit seamlessly into existing workflows, and ensuring that AI solutions deliver business value without overwhelming end users.
If you’re thinking about how to embed AI into customer-facing operations or scale data strategies in regulated industries, this conversation is packed with insights you can use.
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