Bridging the Gaps: Strategy, AI, and the Future of Financial Services with Zoya Lieberman, Principal Strategist at Endava

In this episode of Banking on Information, Rutger van Faassen speaks with Zoya Lieberman, a Principal Strategist at Endava. They discuss the importance of understanding the 'why' behind actions in financial services, the role of AI in shaping the future of the industry, and the need for global perspectives on financial inclusion. Zoya emphasizes the importance of facilitating conversations among teams and the necessity of standardization in processes to prepare for future challenges.

Keywords

financial services, AI, strategy, consulting, global economy, financial inclusion, technology, Endava, neobanks, innovation

Takeaways

• Zoya enjoys connecting the dots in financial services.
• The skill of seeing the big picture is diminishing.
• Asking 'why' helps combat rigidity in organizations.
• Facilitating conversations is key to aligning teams.
• AI will take over menial tasks, allowing humans to focus on strategy.
• Global perspectives are crucial for financial inclusion.
• Standardization can help address universal issues in finance.
• The future of finance will require better conversations.
• We need to start with small, manageable solutions.
• Preparing for the future involves understanding diverse global needs.

Chapters

00:00 Introduction to Zoya Lieberman

01:29 The Role of a Principal Strategist

03:56 Value of Independent Perspective in Financial Services

05:44 Future of Financial Services and AI

09:47 Preparing for the Future of Banking