How to Build ROI-Driven AI Co-Pilots for Finance
Description
In this episode of the AI Monetisation Podcast, Boris Tvaroska, AI Technical Lead for Financial Services at Google, joined Co-founder Binny Mathews to discuss how leading financial institutions can build ROI-driven AI co-pilots, while navigating one of the most heavily regulated industries on earth.
Guest Background: With a career spanning Google, AWS, Lenovo, and HP, Boris brings deep expertise in applied AI, NLP, and cloud-based transformation. He’s led AI implementations across global financial enterprises and previously co-founded an NLP startup, giving him a unique perspective at the intersection of innovation and governance.
What's Inside?
- Top 2 AI use cases in finance: Intelligent document processing & frontline AI copilots
- Why traditional OCR and RPA fall short in modern financial workflows
- How banks can scale personalization while managing regulatory risk
- The role of RAG vs fine-tuning in real-world AI deployments
- What’s blocking full-scale automation, and how governance must evolve
Key Takeaways:
- Document-heavy processes are ripe for AI-driven unstructured-to-structured data transformation
- Copilots can boost efficiency for call centers, loan officers, and advisors
- Governance, not model performance, is the biggest blocker to adoption
- Most real-world success comes from RAG + embedding fine-tuning, not full model retraining
- Regulation needs to catch up to unlock end-to-end automation
This is a must-watch for anyone building or deploying AI in finance, especially if you're focused on measurable ROI, risk mitigation, and scaling innovation responsibly.
For full show notes, visit- https://bit.ly/3GByYNV
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