Making Benefits Personal with AI:

Insights from Pauline Roteta

Kelly Bowman sits down with Pauline Roteta, CEO and Co-Founder of Pasito, to discuss how AI is reshaping the employee benefits experience. Pauline draws on her background in finance – including time at BlackRock and credentials as a CFA and CFP – to make the case for treating benefits as a core part of an employee’s financial life.

She breaks down why one-time open enrollment communication falls short, how personalized year-round support drives better engagement, and what separates purpose- built AI from generic solutions. From reducing manual work for employers, brokers, and carriers to keeping the human element intact, this conversation offers a practical look at where benefits technology is headed. Whether you’re evaluating AI tools or looking to improve how employees understand and use their benefits, Pauline shares clear, actionable perspective on the road ahead.

Listen to this episode below.