Visualize AI: Solve Challenges and Exploit Opportunities

Visualize AI: Solve Challenges and Exploit Opportunities

The use of artificial intelligence (AI) to optimize business processes across the financial services industry is becoming commonplace in 2018. Every day, new organizations announce how AI is revolutionizing the industry with disruptive results. As more and more business decisions are based on AI and advanced data analytics it is critical to provide transparency to the inner workings within that technology.

Explore Data Through Written Word

Explore Data Through Written Word

Adapting to change in financial services requires efficient ways to understand and communicate actionable insight from data.  Data visualization is the standard by which to uncover insights, trends, and hidden opportunities.  However, we now have access to very practical tools that allow us to explore data through written word, or Natural Language Generation (NLG).  When it comes to telling a story from your data, that story could be automatically written for you.

Use Location Intelligence to Combat Financial Crime

Use Location Intelligence to Combat Financial Crime

Intelligence (artificial or real) is as good as the information it uses.  A higher volume of relevant information provides deeper context to a situation, resulting in heightened intelligence, increased value, and better outcomes.


Location Intelligence is a data asset that helps to contextualize a situation and can augment machine learning and other applications of artificial intelligence.  This post considers how location intelligence can be applied to regulatory compliance initiatives, specifically fraud examination and forensic audit to combat financial crime.

Maximizing Innovation: Great Proof of Concept! Now What?

Maximizing Innovation: Great Proof of Concept! Now What?

Great feats of innovation can die a slow and unremarkable death if they are not adopted by the organization.  Adoption requires a comprehensive approach to integration that recognizes the importance of how people work as well as a sound, technical implementation.  By keeping the solution simple and promoting the value of that solution through broad community feedback, you can maximize the adoption of innovative solutions across the organization.

Great Proof of Concept! Now What?

Great Proof of Concept!  Now What?

Great feats of innovation can die a slow and unremarkable death if they are not adopted by the organization.  Adoption requires a comprehensive approach to integration that recognizes the importance of how people work as well as a sound, technical implementation.  By keeping the solution simple and promoting the value of that solution through broad community feedback, you can maximize the adoption of innovative solutions across the organization.

Use Artificial Intelligence to Automate Commentary in Excel

Use Artificial Intelligence to Automate Commentary in Excel

This video shows how Artificial Intelligence and Natural Language Generation can be used to automatically generate a clear and concise narrative from Excel data.  We then directly use that commentary as an email response. The demo is purposely plain (no flashy colors and it is operational in nature) because we want to show how this tool can be used in an everyday, impromptu situation.

A "How-To" Manual for Innovation

A "How-To" Manual for Innovation

A "How-To" manual can be derived from the biography of a man who automated large scale drafting, revolutionized the apparel industry, and standardized printed circuit boards.  There are many parallels with what we see today as we experience the next level of automation through artificial intelligence. 

Ambassador Gregg Meets the Cub Scouts

Ambassador Gregg Meets the Cub Scouts

Donald P. Gregg, Chairman of the Pacific Century Institute and former Ambassador to South Korea, National Security Adviser to Vice President H. W. Bush, and CIA Chief of Station throughout Asia met with the 3rd grade Cub Scouts of Pack 94 in Armonk, NY.

North Castle Integration on International Trade

North Castle Integration on International Trade

Along with other New York business leaders, I was asked to contribute to a Business Forward* press release discussing the Trans-Pacific Partnership (TPP) ahead of the New York primary on April 19.  This is a follow-up to my participation in the White House Business Briefing on International Trade last January. 

Data Virtualization (Part 2 of 2): Lessons Learned

Data Virtualization (Part 2 of 2):  Lessons Learned

In this second part of a two part post, I share advice from several corporate customers who have first-hand experience with selecting, purchasing, implementing, managing, and being accountable for corporate wide data virtualization projects.

Hopefully, you will get the benefit from lessons learned.

Artificial Intelligence Applied to Client Suitability

Artificial Intelligence Applied to Client Suitability

Deterministic A.I. can help financial institutions process high volumes of Client Suitability analysis.  By automating large amounts of decision-making and data analysis, financial institutions can limit their regulatory risk and increase efficiency.  In addition, Deterministic A.I. can increase uniformity in decision-making by limiting personal biases and errors.

What Type of Artificial Intelligence Do You Need?

What Type of Artificial Intelligence Do You Need?

Before we can identify near term and practical applications of Artificial Intelligence (AI) for financial services, it is first necessary to understand the different paradigms of AI in order to get a better sense of what type of AI fits where.