The Power and Potential of Artificial Intelligence in Financial Services - Part 1

Built To Scale with CRC-Oyster

Built To Scale with CRC-Oyster
The Power and Potential of Artificial Intelligence in Financial Services - Part 1
Jul 09, 2025
Oyster Consulting

In this special series of the Oyster Stew podcast, Oyster Consulting’s Pete McAteer, Dan Garrett and Jeff Gearhart team up with Carolyn Welshhans, a partner at Morgan, Lewis & Bockius LLP, to unpack the real-world applications, regulatory risks, and emerging opportunities of AI.

In our kickoff episode, the panel explores how firms are already leveraging AI to drive compliance efficiency, manage operational workflows, and reduce false positives in surveillance systems—starting with smarter email review. 

Whether you're evaluating new fintech tools, implementing generative AI, or managing governance across platforms, this series offers essential insights from industry veterans with decades of hands-on experience in wealth management, trading, technology, and SEC enforcement 


CRC-Oyster: Compliance Risk Concepts / Oyster Consulting