Simplifying AI in Financial Practices

Simplifying AI in Financial Practices

June 1, 2026 · 11 min

About this episode

Mark Matheny discusses the implications of AI in financial practices, clarifying different types of AI and their applications.

Manager of Technology Solutions Consultants Mark Matheny with Osaic breaks down Artificial Intelligence as it relates to financial practices. Mark describes the differences between machine learning, generative AI, and agentic AI, making it easy to understand. He will describe the potential rewards of using AI, but also the various things that AI can not and should not do! What categories of AI tools are most financial professionals adopting, and why?

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Host: Osaic

Guest: Mark Matheny

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Mentioned in this episode

Organizations: Osaic, Artificial Intelligence, machine learning, generative AI, agentic AI

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