430: The Secret to Scaling AI in Financial Services with Ankur Patel
From The Predictable Revenue Podcast by Collin Stewart
June 4, 2026 · 37 min
About this episode
Collin Stewart discusses the challenges of scaling AI in financial services with Ankur Patel, emphasizing the distinction between activity and traction.
People can be interested without being ready to buy, they can agree to a proof of concept without having a clear path to production, they can praise the product without becoming the kind of customer who helps the company grow. That distinction was at the center of Collin Stewart 's conversation with Ankur Patel , founder and CEO of Multimodal , on the Predictable Revenue Podcast. Multimodal builds AI for document-heavy, decision-heavy workflows in financial services, and Ankur's story is useful because it shows how easy it is to mistake activity for traction. Highlights include: Identifying the Niche (02:01), Customer Development and Validation (04:36), Pricing Strategy and First Customer (10:23), Evolving Market Strategies (17:46), Recognizing Product-Market Fit (22:50), and more... Stay updated with our podcast and the latest insights on Outbound Sales and Go-to-Market Strategies!
People in this episode
Host: Collin Stewart
Guest: Ankur Patel
Topics covered
- AI in financial services
- customer development
- pricing strategy
- product-market fit
- market strategies
Keywords
- AI
- financial services
- customer development
- pricing strategy
- product-market fit
- market strategies
Mentioned in this episode
Organizations: Multimodal
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