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Jessi Szurek
Associate Partner at Synthesis (AI-native consulting for financial services); formerly 17 years at Ernst & Young in technology consulting.
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Sep 10, 2026
The Ten-Person Shop That Out-Transformed the Banks — Jessi Szurek
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27:45Jessi SzurekGUEST
It's understandable that you want to create little to no disruption for the user, but you're also missing an opportunity to make the process and the user interface more efficient.
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32:08Amer AltafHOST
So how do you bridge that gap with someone who made their money doing it the old way?
311: How to be an effective, outcome focused leader with Jessi Szurek
15:09
22:39

Toni CollisHOST
Do you get the chance in your work to kind of pull the company up to that bigger picture? Is that part of what you do?
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15:18Jessi SzurekGUEST
Sometimes you're working with someone in a C-suite that has legacy goals, um, you know, to leave their own legacy.
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15:32Jessi SzurekGUEST
Um, so it really depends on what is their driver, who is owning the project, and again, kinda going back to what are their objectives? So you can really kinda clarify and, and work together.
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15:46Jessi SzurekGUEST
And in some cases, it's just, "Hey, we want an assessment and an opinion, um, because we just wanna validate what we're doing," or, you know, maybe we'll uncover something and we'll make a, a complete pivot, and it really depends.
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16:01Jessi SzurekGUEST
I mean, I've had one client who was like, "I, I don't really know where we're going.
7 MINS LATER

Toni CollisHOST
Uh, for the audience's benefit, just, like, give us an example of that, because I'd love for people to hear how you can call out, what situations you can call out, and how that's made a difference for you in your career, because I do think that is one of the most important lessons we can learn as women leaders when we are perhaps being ignored once too many- one too many times.
Jessi Szurek | Transforming Financial Services with AI
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1:12Jessi SzurekGUEST
I have an undergraduate degree from Cornell University, and I spent half my time in the architecture program and finished up in the design and environmental analysis program.
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1:26Jessi SzurekGUEST
So I lived in Italy for a while after college to take some language classes in Bologna and travel around.
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1:39Jessi SzurekGUEST
And I sort of needed to go to grad school because I wasn't really sure what to do with my degree.
22 MINS LATER
Jessi Szurek: The Future of Trusted AI in Finance | Ep 1246
5:05
Brian ThomasHOST
How does that shift the way transformation programs are delivered compared to traditional consulting approaches?
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5:26Jessi SzurekGUEST
Synthesis is structured with the opposite goal, to increase the client's return on investment and decrease their reliance on us over time.
