Episode
Clarista with Survat Bansal | E436
- Podcast
- Fintech Impact
- Published
- Jul 14, 2026
- Duration seconds
- 1726
- Processing state
not_requested
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Summary
Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarista acts as a secure "data fabric", streaming information directly from a firm's existing software without forcing them to completely overhaul their databases or risk platform lock-in. The conversation dives into how Clarista bridges the gap between fast AI development (like "vibe coding") and strict corporate realities, ensuring every app has ironclad data tracking, role-based security controls, and strict compliance audits. By providing a shared internal catalogue, the platform stops teams from accidentally building duplicate AI tools while helping wealth management firms quickly turn messy data into reliable, automated daily workflows. This episode is a must-listen for operations leaders and CTOs at wealth management firms who want to build custom AI workflows quickly while maintaining rigorous corporate data governance. Episode Highlights: 00:00 Welcome and Guest Intro 00:40 What Clarista Does 01:10 Origin Story and Growth 01:51 Building the Data Fabric 04:59 Why Data Is Hard 06:38 Outcome Focused Delivery 07:34 From Insights to Workflows 08:55 Agents and Vibe Coding 10:37 Enterprise Pitfalls and Controls 18:45 Avoiding Duplicate AI Apps 22:27 Who Is Winning With AI 25:08 Rapid Fire Closing Questions 28:01 Wrap Up and Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Clarista LinkedIn - Survat Bansal’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.