The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/What's Going On In Banking
What's Going On In Banking artwork

AI Agents Are Here. Is Banking Ready?

What's Going On In Banking · 2026-05-30 · 43 min

0:00--:--

Episode notes

Ron Shevlin and Stacey Bryant are back with a conversation on AI agents, vendor hype, and what banks actually need to solve before adding another layer to the tech stack. They start with Fiserv’s Agent OS and the broader AI agent race in banking, including where tools like this may fit, where the wording gets fuzzy, and why commercial lending and AML look like early proving grounds. From there, they get into the harder part: getting boards, executives, and teams comfortable with AI without pretending it is either magic or a threat to every job. The episode closes with OpenAI and Plaid’s move into personal finance inside ChatGPT, and whether AI powered advice has real value without the ability to take action for customers. Subscribe for practical, skeptical, and occasionally spicy conversations on what is actually going on in banking. Show Notes: For Small Banks in AI, Here's How to Bring Skeptics Along The AI Agent Race in Banking: Fiserv Steps Up To The Starting Line With agentOS OpenAI Wants to Help With Your Finances. It Wants Your $100/Month Even More

More from What's Going On In Banking

All episodes →
  • From the Garden to the Branch: A Knicks Win, a Chase Misquote, and the Zillennial Investment Opportunity69 / 100
  • Board Seats, AI Clones, and Stablecoins: What the Headlines Keep Getting Wrong
  • Speed, Cost, and Control: What Banks Need to Know About AI Agents
  • Can’t Knock the Hustle: Banking’s Three Wars You Can’t Afford to Lose
  • Jamie Dimon's Wake-Up Call: AI, Tokenization, and the End of Wait-and-See Banking
Explore the best B2B Finance podcasts →
All What's Going On In Banking episodes →