In this episode of Tech for Finance, we interview Stephanie Mertz, co-founder and CTO of Eisen, an innovative fintech platform aiming to transform dormant account management. With deep expertise in computer science and financial technology, Stephanie shares her perspectives on leveraging AI tools to solve problems, building resilient systems, the requirement for foundational knowledge, and more. Tune in to hear Stephanie's thoughts on moving beyond traditional finance tools like Excel, considerations around automation platforms, prompt engineering in AI, and the future of generative AI. Whether you're a seasoned finance pro or just starting out, you'll come away with fresh ideas to level up your technical skills. ------ SHOW NOTES ------ - Connect with Steph on LinkedIn - https://www.linkedin.com/in/stephmertz/ - Check out Eisen - https://www.witheisen.com/ ------ CHAPTERS ------ Here is a summary of the key chapters in the transcript: (00:00:00) - Introduction to Stephanie and Aizen (00:01:41) - Stephanie's background and experience (00:03:30) - Stephanie's approach to solving problems (00:05:37) - Starting the development process (00:08:29) - Using AI tools versus Excel (00:10:40) - Criticality levels for automation (00:12:00) - Understanding code from AI assistants (00:16:07) - Backup plans for critical systems (00:20:23) - Version control and documentation (00:26:29) - Case study on using ML for sentiment analysis (00:29:07) - The need for foundational knowledge (00:31:35) - Training machine learning models (00:35:09) - Security risks from deepfakes (00:38:15) - Using Python for analytics (00:40:00) - Levels of automation tools (00:42:17) - Engineering principles for critical systems (00:49:46) - Advice on starting coding projects (00:52:31) - The future of prompt engineering (00:54:01) - One-shot vs. two-shot prompting (00:58:27) - Explaining dormant accounts and Eisen (01:00:14) - Favorite productivity tools For more goodies, check out www.techforfinance.com
Power Automate: Turn Manual to Magnificent and Create Massive Value - Damien Bird | Ep.072
AI Overwhelm: How to Keep Up in the Age of Furious Change - Dave Hartley | Ep.071
Accounting Meets Art: How to Use Visuals as the Ultimate Productivity Tool - Mike Manalac | Ep.070
Automating Excel: Demystifying VBA, Office Script, Power Query & Python - Mark Proctor | Ep.069
Projection vs Reality: Avoid These Financial Modelling Mistakes - Danielle Stein Fairhurst | Ep.068
How to Select an AI Chat Tool - Is ChatGPT Still the Best? [6-Step Framework] | Ep.067
How to Fix a Broken Spend Culture: The Future of AP Automation - Howard Katzenberg | EP.066
Beyond Benchmarks: Will Whizzy Tech Make You a Better Finance Team? - It's Not All About the Numbers | Ep.065
A Framework for Deploying Python in Finance 3 Steps | Ep.064
Future AI Predictions: Autonomous Agents vs AGI - GrowCFO Show | Ep.062
What AI CAN’T Do: The Human Side of FP&A - Martin Zych (Pt. 2) | Ep.061
Unlock the Power of Copilot’s AI Driven Data Insights - with GrowCFO | Ep.060
Replacement & Redundancy: Rethinking Tech Enabled Business - This Week in Tech | Ep.059
Excel vs FP&A Tool: Avoid the Same Pains Coming Back to Bite You - Martin Zych (Pt.1) | Ep.058
AI-sourcing vs Out-sourcing: How to Solve Your Problems With Bots - Finance Master (Pt. 2) | Ep. 057
How Wrong are You Willing to Be? Planning: Why 80% is good enough - Carl Seidman (Pt . 2) | Ep.056
Deciding What Tech NOT to Use: On the Bleeding Edge of AI - Finance Master (Pt.1) | Ep.055
Results Only Work Environment - AI vs Human: Does it Matter? This Week in Tech | Ep.054
The Trillion Dollar Question: Is There a Pain-free Shortcut to Mastery? - Carl Seidman (Pt. 1) | Ep.053
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money