Episode
430: The Secret to Scaling AI in Financial Services with Ankur Patel
- Published
- Jun 4, 2026
- Duration seconds
- 2206
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Summary
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!