June 23, 2026

Pauline Roteta on making benefits personal with AI

Pasito CEO and Founder Pauline Roteta joined Kelly Bowman on IMA’s “On the Pulse” podcast to talk about making benefits personal with AI. Drawing on her finance background at BlackRock, plus her CFA and CFP credentials, she makes the case for treating benefits as part of an employee’s financial life, not a once-a-year task.

In the episode, she covers why one-and-done open enrollment communication falls short, how year-round personalized support drives real engagement, and what sets purpose-built benefits AI apart from generic tools. 

Give it a listen for a practical take on evaluating AI and helping employees actually understand and use their benefits.

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