Driving Data-Informed Growth in Financial Services with Michael Lambert

Innovation and the Digital Enterprise

In this episode of Innovation and Digital Enterprise, we sit down with Michael Lambert, Chief Innovation Officer at Wintrust Financial. Michael discusses his role in driving innovation and technological advancements within Wintrust, focusing on the significant growth and transformation he has witnessed during his tenure. We chat about strategies for leveraging data to make informed decisions, and about the fundamental importance of building strong relationships to fostering a supportive workplace culture.

Shelli, Patrick, and Michael discuss the role of AI and automation in the financial services sector and specifically the importance of AI oversight, governance, and human in the loop. Michael shares insights into the ways that Wintrust is able to maintain a community-focused approach while embracing forward-looking technological solutions, like AI.

• (00:24) Introducing Michael Lambert, Chief Innovation Officer
• (01:40) Michael's Role at Wintrust Financial
• (03:14) Technological Innovations at Wintrust
• (05:50) Maintaining Relationships Amidst Growth
• (08:46) Leadership and Change Management
• (13:46) The Role of AI and Automation
• (16:59) AI Dataset Analysis
• (20:25) Future of AI and Emerging Roles
• (26:35) Data Security and AI Training

Michael Lambert is the Chief Innovation Officer at Wintrust Financial. Before stepping into his current role, Michael served as the Senior Vice President of IT Services and the Chief Technology Officer at Wintrust. In his early career, he served as Director of Operations at Open Solutions Group, and as Lead Data Proof Operator at Algonquin State Bank. Michael earned a Bachelor of Science in Business Administration and Management from Penn Foster Group.

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Podcast episode production by Dante32.