This week, Sushma Niwalkar, Senior Director of Customer Centric AI at Northwestern Mutual, joins your co-host Joe Bradley to share insights gleaned from decades of experience as an AI strategy leader in B2B and B2B2C — as well as her role implementing AI solutions within the financial industry. Sushma’s passion for advanced data science has helped her enhance customer experience and drive alignment among critical stakeholders, and she’s sharing lessons learned that apply across industries.

Discussed in today’s episode:

• How AI enhances advisor-client relationships
• The role generative AI can play in financial planning

• Striking a balance between proven techniques and more experimental approaches
• The ethical implications and challenges of using first-party data in AI applications