The intersection of AI and traditional finance (TradFi) is an angle we haven't explored yet in our AI series. Today, we change that by taking a deep dive into how AI is transforming large financial institutions. Jillian and I are joined by two experts shaping the future of AI in finance:

Stevi Petrelli – Head of Blackstone Innovations Investments, where she leads early-stage strategic investments in cutting-edge financial technology.

John Nay – Founder & CEO of Norm Ai, a company pioneering the use of AI in regulatory compliance and policy automation.

Together, they discuss the real-world applications of AI in financial services, what it takes to successfully sell AI solutions to financial institutions, and why workflow integration, compliance, and data infrastructure are critical to adoption.

They also tackle common misconceptions, explore overhyped vs. underhyped AI trends, and share their insights on where the fintech and AI landscape is headed in 2025.

This is an episode you don’t want to miss. Let’s dive in!