Hi, I'm Srini.
I write every week about putting AI to work in financial services. Credit memos, claims files, KYC reviews, approvals: the real jobs, tested on fictional data, with what breaks and how to get it signed off.
I've spent about 30 years in enterprise technology. These days I help banks, insurers, wealth managers and payments firms use AI safely on work that matters. More about me.
Latest writing
17 November 2026 · Recipe · Banking
The RM says approve. The numbers say decline.
Credit analysts using AI to draft the memo on a loan request run into three problems. Here's each one, with the fix.
Working with teams. I run workshops and advisory for FS teams through my firm, Hold the Pen.