Suvrat Bansal is the Founder and CEO of Clarista, a platform that connects fragmented enterprise data and delivers real-time, AI-powered insights for faster decision-making. He is a seasoned data leader with over 25 years of experience transforming data into business growth across global financial institutions. Before founding Clarista, Suvrat held senior roles, including Chief Data Officer at UBS, as well as leadership positions at Credit Suisse and Morgan Stanley. He is known for building scalable data strategies and pioneering approaches that simplify complex data environments into actionable intelligence.

Organizations struggle to make sense of fragmented data spread across multiple systems, slowing decision-making and increasing operational costs. Traditional approaches rely on copying and restructuring data, which creates inefficiencies and risks around accuracy and security. With the rapid rise of AI, many leaders are left wondering, how can they unlock real-time insights without adding more complexity?

Suvrat Bansal, a data and AI expert with decades of experience in global financial institutions, explains that the key is to rethink how data is accessed and used rather than how it is stored. He emphasizes a data-first mindset, where organizations connect and process data in real time instead of duplicating it across systems. Suvrat highlights the value of simplifying data access through business-friendly structures, automating workflows with AI, and aligning innovation with enterprise constraints like security and compliance. He also advises leaders to focus on outcomes and user experience, while gradually introducing change at a pace organizations can realistically adopt.

In this episode of The Customer Wins podcast, Richard Walker interviews Suvrat Bansal, Founder and CEO of Clarista, about transforming enterprise data with AI. Suvrat discusses real-time data processing, eliminating data duplication, and balancing innovation with compliance.

Liz Fritz is the Co-Founder of F2 Strategy, a leading wealthtech consulting firm that helps wealth and asset management companies make better technology and business decisions. She is a seasoned marketing executive with nearly two decades of experience in the financial services industry, including leadership roles at prominent firms such as Wells Fargo, US Bank, and BNP Paribas. Liz specializes in brand strategy, marketing, and culture development, helping organizations translate strategy into growth and enterprise value. She is also a frequent industry speaker and advocate for advancing women in the wealthtech space.

Many firms struggle to balance technology adoption with maintaining strong human relationships and a clear brand identity. As tools evolve rapidly, especially with AI, businesses risk implementing technology for its own sake rather than enhancing customer experience and trust. How can organizations use technology strategically while staying authentic and customer-focused?

Liz Fritz, a marketing executive and wealth management expert, explains that success starts with clarity of purpose and a deep understanding of the customer. She emphasizes defining a core mission to guide decisions, focusing on a specific target audience, and building an authentic brand that reflects both internal culture and external experience. Liz highlights that technology should streamline operations and free teams to build relationships, while consistent thought leadership, content, and credibility signals help businesses stand out — especially in an AI-driven search environment.

In this episode of The Customer Wins, Richard Walker interviews Liz Fritz, Co-Founder of F2 Strategy, about building authentic brands and leveraging technology for growth. Liz discusses defining a clear purpose, aligning culture with brand, and using AI-driven marketing. She also shares insights on niche targeting, thought leadership, and creating trust-driven customer experiences.

Dr. Kara Hartl is the Founder and CEO of Troy Medical and Creator of the Rural Health Hub, which uses a hybrid telehealth model to connect rural communities with high-quality medical specialists and keep care local. She is a Harvard-educated physician and entrepreneur dedicated to improving access to care in underserved areas. After building a multi-specialty medical center in Alaska, Dr. Hartl saw firsthand the challenges rural patients face and set out to solve them. Today, she leads innovative efforts to expand specialty care, integrate technology, and improve health outcomes for millions of rural patients.

Millions of people living in rural communities face significantly worse health outcomes simply due to a lack of access to specialized care. Long travel distances, limited providers, and delayed treatment create a system where preventable conditions become life-threatening. As medical knowledge advances rapidly, how can high-quality care be delivered to underserved populations in a timely and sustainable manner?

Dr. Kara Hartl, a physician and healthcare innovator specializing in rural care delivery, shares a model for bridging this gap by integrating telehealth with local clinical infrastructure. She explains how bringing remote specialists into existing rural clinics improves patient access while keeping care within the community. Dr. Hartl highlights the importance of aligning incentives across hospitals, providers, and payers to create a mutually beneficial ecosystem. She also emphasizes leveraging AI to support diagnosis and decision-making, enabling frontline providers to deliver higher-quality care without needing to master every specialty.

In this episode of The Customer Wins, Richard Walker interviews Dr. Kara Hartl, Founder and CEO of Troy Medical, about transforming access to rural healthcare. Dr. Hartl discusses building a scalable healthcare marketplace, aligning financial incentives across stakeholders, and leveraging AI to enhance clinical decision-making.