# Clarista with Survat Bansal | E436 Page: https://stenobird.com/podcast/fintech-impact-732879/clarista-with-survat-bansal-e436 Text version: https://stenobird.com/podcast/fintech-impact-732879/clarista-with-survat-bansal-e436.md Podcast: [Fintech Impact](https://stenobird.com/podcast/fintech-impact-732879) Published: 2026-07-14T10:00:00+00:00 Episode link: https://shows.acast.com/fintechimpact/episodes/clarista-with-survat-bansal-e436 Audio file: https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/6a43cca4a34d3049d9432d55/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/clarista-with-survat-bansal-e436 Duration seconds: 1726 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/clarista-with-survat-bansal-e436/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/fintech-impact-732879/clarista-with-survat-bansal-e436.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.