Podcasts about Chief technology officer

In this episode of The Geek in Review, we welcome Greg Dickason, Chief Technology Officer at LexisNexis, for a wide-ranging conversation on agentic legal AI, Lexis+ AI Protégé, and the movement from AI chat toward AI work. Dickason frames the shift through a simple contrast: earlier legal AI answered questions, while agentic workflows take on multi-step assignments, conduct research, create drafts, verify citations, and move legal professionals closer to finished work product. For law firms and legal departments trying to understand where AI goes next, this episode places agentic AI squarely inside legal workflow, legal research, drafting, and risk management.A major theme of the conversation is trust. Dickason explains how Shepard's Verify extends the familiar Shepard's signal beyond traditional research screens and into uploaded work product. Rather than asking lawyers to rely on AI-generated text without a verification layer, LexisNexis is building citation checking into the workflow, giving lawyers a path to confirm whether cited authority exists, whether authority is still good law, and how later courts treated the cited case. For lawyers worried about hallucinated citations, AI-generated briefs, and unreliable authority, this verification layer becomes part of the product architecture, rather than an afterthought.The discussion also explores the relationship between LexisNexis and Anthropic, along with the rise of legal AI skills. Dickason describes a market where model choice, orchestration, and legal skills increasingly matter as separate layers. Anthropic, OpenAI, Google, and other model providers offer impressive foundations, yet legal work needs more than general-purpose intelligence. Large law workflows require legal content, expert reasoning, matter-specific playbooks, and firm-defined processes. Dickason notes the ability to upload firm playbooks as skills, giving firms a path to bring their own way of working into Protégé.Security receives equal billing with accuracy. As firms place client documents into AI vaults and connect work product to legal AI platforms, Dickason explains bring your own key, or BYOK, through a practical office-and-locked-cabinet analogy. The point is control: client content sits encrypted, access depends on the user's key, and access stops when the key is withdrawn. He also discusses legal chunking, indexing, vector stores, retrieval-augmented generation, and knowledge graphs as part of building AI systems suited for legal documents, rather than generic file handling.The episode closes with a broader view of legal AI's impact on junior associates, legal training, and access to law. Dickason does not predict the end of junior lawyers. Instead, he sees AI helping junior lawyers become senior faster through mock trials, mock depositions, and richer training environments. He also warns of risks from agent volume, security vulnerabilities, and legal systems struggling to keep pace with AI-enabled industries. The message is pragmatic and optimistic: agentic legal AI will change legal work, yet the winners will be those who combine trusted content, secure systems, verification, workflow design, and human judgment.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠Substack⁠[Special Thanks to ⁠⁠Legal Technology Hub⁠⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript:

BONUS S6E8 A Zebra ZONE 2026 recap on pragmatic AI, on-device AI, super apps, and giving store associates their day backRicardo Belmar just got back from Zebra Technologies' ZONE 2026 conference in Nashville, where pragmatic AI was the main theme. In this special bonus episode of The Retail Razor Show, he and Casey Golden unpack what it all means for retail's frontline workers. This is a story about pragmatic AI, the kind that gives store associates and warehouse teams their day back instead of promising the moon.The headline from ZONE 2026? Zebra is no longer telling a devices story. It's telling a frontline platform story, anchored by on-device AI that runs with no cloud, no tokens, and no waiting. Ricardo brought back two exclusive interviews, with Zebra CTO Tom Bianculli and Mobile Computing chief James Poulton, plus a notebook full of stats, demos, and hallway conversations that deliver the full pragmatic AI story.We get into why frontline workers are drowning in 70 to 80 apps when they only use about a dozen, the super app built to fix it, real-time translation running live on a device, and why “tokenless” pragmatic AI became the word of the week. If you want to understand on-device AI and what it delivers for frontline workers, this episode is your shortcut.In This Episode, You'll Learn•     Zebra's three big software announcements: Nucleus, Workcloud IO, and Workcloud BI•     The 80-apps problem and the super app designed to collapse it down to one experience•     Why on-device AI, tokenless and at the edge, beats cloud round trips for frontline use cases•     Real-time translation in any language, live on the device•     Micro-learning, the “TikTok of learning,” and tackling 70 to 80% frontline turnover•     Picture proof of delivery: how a second and a half scales into tens of millions of dollars•     The octopus organization, and why intelligence belongs at the edge of the org•     James Poulton on why large language models are overhyped for the enterpriseWhy it mattersWe've spent years on this show arguing that your associate experience is your customer experience. ZONE 2026 felt like the technology industry finally catching up to that idea, treating frontline workers as the most under-invested asset in retail and giving them on-device AI that augments rather than replaces. Pragmatic AI wins on the accumulation of small moments, and that is the thread we pull all episode long.Subscribe & FollowIf you enjoyed this episode, please leave us a 5‑star rating and review on Apple Podcasts, Spotify, or Goodpods. Subscribe on YouTube so you never miss an episode and check out the other shows in the Retail Razor Podcast Network: Retail Transformers, Blade to Greatness, and Data Blades.Subscribe to the Retail Razor Podcast Network: https://retailrazor.com/Subscribe to our Newsletter: https://retailrazor.substack.comSubscribe to our YouTube channel: https://go.retailrazor.com/utubeFeatured guestsTom Bianculli, Chief Technology Officer, Zebra Technologieshttps://www.linkedin.com/in/tom-bianculli-9053892/James Poulton, SVP & GM, Mobile Computing, Zebra Technologieshttps://www.linkedin.com/in/jamespoulton/Chapters00:00 Teaser01:01 Show intro02:12 What Zebra announced at ZONE 202604:00 The 80-apps problem and the super app06:53 Real-time translation on the device08:55 Tokenless, on-device AI explained11:46 Best moment: the octopus organization15:43 Interview: Tom Bianculli, CTO Zebra Technologies35:50 Recap: pragmatic AI and returning time to workers40:27 Interview: James Poulton, SVP & GM Mobile Computing53:21 Big takeaways from ZONE 202659:32 Show CloseMeet your hostsHelping you cut through the clutter in retail & retail tech:Ricardo Belmar is an NRF Top Retail Voice for 2025 and a RETHINK Retail Top Retail Expert from 2021 – 2026. Thinkers 360 has named him a Top 10 Thought Leader in Retail, a Top 25 Thought Leader in AGI and Careers, a Top 50 Thought Leader in Agentic AIand Management, and a Top 100 Thought Leader in Digital Transformation and Transformation. Thinkers 360 also named him a Top Digital Voice for 2024 and 2025. He is an advisory council member at George Mason University's Center for Retail Transformationand the Retail Cloud Alliance. He was most recently the partner marketing leader for retail & consumer goods in the Americas at Microsoft.Casey Golden, is the North America Leader for Retail & Consumer Goods at CI&T, and CEO of Luxlock. She is a RETHINK Retail Top Retail Expert from 2023 - 2026, and Retail Cloud Alliance advisory council member. After a career on the fashion and supply chain technology side of the business, Casey is obsessed with the customer relationship between the brand and the consumer and is slaying franken-stacks and building retail tech! MusicIncludes music provided by imunobeats.com, featuring Overclocked, and E-Motive from the album Beat Hype, written by Heston Mimms, published by Imuno.

Fabrice Bernhard is the co‑founder and Chief Technology Officer of Theodo Group, a global technology consulting firm he co‑founded in Paris in 2009. Under his technical leadership, Theodo has grown rapidly by combining Lean principles with modern software engineering to help organizations build scalable, resilient digital capabilities. Fabrice is a recognized thought leader in Lean Tech, advocating for the application of Toyota Production System principles to software development and technology organizations. He is a frequent speaker and writer on continuous improvement, learning cultures, and human‑centered technology, and is a co‑author of The Lean Tech Manifesto. His work focuses on enabling teams to deliver value faster while empowering people through better systems and smarter use of technology.Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3CME credit is available for up to 3 years after the stated release dateContact CEOD@bmhcc.org if you have any questions about claiming credit.

Today's guest is Brad Mallard, Chief Technology Officer at Version 1. In a world driven by rapid technological change, AI is not just about the technology itself; it's about people, transformation, and real-world application. In today's podcast, Brad shares how Version 1 is harnessing artificial intelligence to redefine business processes and educational experiences.Topics include:0:00 Driving AI transformation across regulated industries worldwide at Version 2:39 Leading AI transformation through internal adoption and public sector innovation5:12 How they prioritise AI adoption through people, education and change management7:42 Emphasising AI governance, measurement and business value realisation11:30 Addressing rising AI costs through token optimisation and model efficiency15:25 How Version 1 enables AI agents across enterprise workflows and functions19:06 Plans for continued AI-driven growth, job creation and investment in co-creation spaces20:39 How Version 1's co-creation studios enable AI-powered, rapid prototype development with clients23:09 Co-creating AI solutions with clients focused on early ROI validation25:10 Delivering AI-for-good solutions improving education and productivity globally

In Episode 106 of the Cybersecurity Readiness Podcast Series, Dr. Dave Chatterjee is joined by Holger Hügel, Chief Technology Officer of SecurityBridge and a global authority on SAP cybersecurity with over 26 years of experience — to address a governance blind spot that exists inside the security perimeters of even the most mature enterprise organizations: the SAP environment.Opening with the August 2024 ransomware attack on Stoli Group USA — where attackers went straight for the company's SAP enterprise resource planning (ERP) system, disrupting financial operations and contributing directly to a bankruptcy filing within three months — Dr. Chatterjee frames the episode's central challenge: organizations can have zero trust architecture, network segmentation, and identity governance fully deployed across their IT landscape, and still be critically exposed, because most CISOs have never formally claimed accountability for SAP security, and most SAP teams do not think of themselves as part of the security function.Hügel explains the structural gap at the heart of this problem. SAP systems are simultaneously the most business-critical and the least security-governed assets in most large organizations. The C-suite depends on them for financial operations, payroll, procurement, and supply chain continuity, yet SAP teams and security teams speak different languages, operate under different budgets, and rarely collaborate. SAP departments typically define "security" as managing user authorizations and privileges — a narrow interpretation that leaves configuration drift, patch backlogs, and monitoring gaps entirely unaddressed.Analyzed through Dr. Chatterjee's Commitment–Preparedness–Discipline (CPD) framework, the conversation translates SAP cybersecurity from a technical niche into a governance imperative. The Medtronic case study demonstrates what good looks like: a CISO who crossed the organizational divide, sponsored SAP hardening from the cybersecurity budget, built a continuous patch management process, and created the governance structure that allowed the team to respond to an out-of-band vulnerability within hours rather than weeks.The episode's central message is neither technical nor abstract: the organizations that will survive the next ERP-targeted ransomware attack are not those with the most sophisticated tools — they are the ones that have claimed ownership of the problem, built the processes to address it continuously, and created the cross-functional governance structures that SAP and cybersecurity teams cannot build on their own.To access and download the entire podcast summary with discussion highlights - https://www.dchatte.com/episode-106-the-invisible-attack-surface-zero-trust-for-sap-and-erp-environments/Connect with Host Dr. Dave ChatterjeeLinkedIn: https://www.linkedin.com/in/dchatte/ Website: https://dchatte.com/Books PublishedThe DeepFake ConspiracyCybersecurity Readiness: A Holistic and High-Performance ApproachArticles & Cases PublishedChatterjee, D. (2026). Root: Automating the Remediation Gap, Ivey Publishing, Jan 7, 2026.Ramasastry, C. and Chatterjee, D. (2025). Trusona: Recruiting For The Hacker Mindset, Ivey Publishing, Oct 3, 2025.Chatterjee, D. and Leslie, A. (2024). “Ignorance is not bliss: A human-centered whole-of-enterprise approach to cybersecurity preparedness,” Business Horizons, Accepted on Oct 29, 2024.Isik, O., Chatterjee, D., and Lourenco, D.A. (2024). “Getting Cybersecurity Right,” California Management Review — Insights, Accepted for Publication, July 8, 2024. Chatterjee, D. (2023). “Mission critical – How American Cancer Society successfully and securely migrated to the cloud amid the pandemic,” I by IMD, March 13, 2023.Chatterjee, D. (2022). “Preventing security breaches must start at the top,” I by IMD, September 28, 2022, Institute for Management Development, Lausanne, SwitzerlandChatterjee, D. (2022). “Making Cybersecurity Readiness Mainstream,” Executive Blog Post, NETSPI, March 1, 2022Benz, M. and Chatterjee, D. (2020). “Calculated Risk? A Cybersecurity Evaluation Tool for SMEs,” Business Horizons, available online from May 4, 2020Chatterjee, D. (2019). “Should Executives Go To Jail Over Cyber Attacks,” Journal of Organizational Computing and Electronic Commerce, Vol 29, Issue 1, pp. 1-3.Abraham, C., Chatterjee, D., and Sims, R. (2019). “Muddling through cybersecurity: Insights from the U.S. healthcare industry,” Business Horizons, July 2019.

Most enterprises are renters, not owners, of their technology and AI. Raffi Krikorian, Chief Technology Officer of Mozilla, explains why dependence on a handful of closed model providers means losing control over model behavior, pricing, and your own data.In CXOTalk episode 920, Krikorian lays out where open-source AI actually wins in the enterprise, how lock-in happens quietly, and what CIOs and CTOs should do about it now. Krikorian draws on his experience building infrastructure at Twitter and running the self-driving division at Uber to ground the discussion in real engineering and economic tradeoffs, not hype.YOU'LL DISCOVER✅ Why 85% of enterprises believed they could switch AI vendors, but only about 30% actually could when they tried✅ The "renters vs. owners" framing and what it means to control your AI destiny✅ Why Krikorian wants data "protected by architecture, not legal handshakes"✅ How Pinterest reportedly saved on the order of $10 million in a single quarter by switching from closed to open models✅ Why IT is becoming "the HR team for agents," and the read/write "dangerous triangle" of agentic permissions✅ The case for recording your prompts and running your own evaluations instead of trusting public benchmarks✅ Why roughly 70% of enterprise GPUs sit idle, and the missing "LAMP stack for AI" that could put them to work✅ How closed "validation machines" can quietly steer answers toward sponsored outcomes⏱️ TIMESTAMPS (estimated, verify before publishing)0:00 Renters vs. owners: who controls enterprise AI2:26 The risks of depending on closed model makers6:23 How lock-in happens and where open source fits9:53 Regression testing and building your own evals13:24 Pricing instability and the post-IPO cost question23:31 Governance: IT as HR for AI agents32:38 Can a small organization own its AI stack end-to-end?38:47 Validation machines, trust, and sponsored answers43:39 Keeping humans at the center, not in the loop47:23 Can open source beat big tech in AI?51:39 Inside Mozilla.ai: Otari, CQ, Octanus, Thunderbolt55:21 The "rebel alliance" strategy

Passwords were built for a different era of the internet. It's time to move past shared secrets to close your organization's largest threat vector for good.Traditional passwords and legacy Multi-Factor Authentication (MFA) are no longer enough to protect your business. Automated, scaling phishing toolkits easily intercept shared secrets, leaving small and medium businesses highly vulnerable to credential breaches.In this episode, Jen sits down with Nishant Kaushik, Chief Technology Officer at the FIDO Alliance, to translate complex cryptographic standards into an actionable, resource-light deployment plan. Learn how to transition away from legacy authentication and close the hidden operational loopholes that hackers actively exploit.What You Will Learn:The Flaw in Basic MFA: Why SMS codes and standard one-time passwords (OTPs) are failing, and what true "phishing-resistant" security means.The Account Recovery Trap: Why a weak "Forgot Password" workflow accidentally gives hackers their primary attack vector back—and how to fix it.The Bottom-Line Benefit: How moving to passkeys drastically reduces internal IT helpdesk tickets, manual password resets, and overhead costs.Right-Sizing Your Passkey Deployment: How to easily segment your workforce strategy:Standard Users: Synced passkeys via platform credential managers (Apple, Google, 1Password, Bitwarden).Privileged Users: Dedicated hardware keys (YubiKeys) for root admins and high-sensitivity infrastructure.The 1-Week Action Plan: How to leverage the identity infrastructure you already own (like Google Workspace or Microsoft Entra ID) to deploy passkeys today.Resources Mentioned:Learn more about modern identity standards: FIDO Alliance WebsiteReview baseline federal security recommendations: CISA Guidance on Phishing-Resistant MFADiscover SecurityMetrics compliance resources: SecurityMetrics Official SiteThreat Intelligence Data: Read the data behind credential exploitation in the latest Verizon Data Breach Investigations Report (DBIR). Federal Passkey Standards: Review the updated identity and passkey frameworks via the NIST SP 800-63 Digital Identity Guidelines. Enterprise Identity Platforms: Learn how modern stacks integrate passwordless via Okta Verify and Microsoft Entra ID. About the Guest: Nishant Kaushik is the Chief Technology Officer at the FIDO Alliance, bringing over 25 years of leadership in digital identity and access management (IAM). He holds nine patents, frequently serves on the advisory committees for the RSA Conference and Identiverse, and is a founding member of IDPro.A note from Jen: We built Practical Cybersecurity because we were tired of the fear-mongering in this industry. Security shouldn't be a secret club.If you're trying to figure out PCI compliance or need a pen test, my team at SecurityMetrics can help you out: https://www.securitymetrics.com/contact/lets-get-you-to-the-right-place But if you just want to learn how to protect yourself for free, start here:  https://academy.securitymetrics.com/ 

Why do so many promising pilots fail to scale? In this episode of Leader Generation, Tessa Burg talks with digital transformation leader Kenneth Phua to explore what separates successful pilots from initiatives that never move beyond the testing phase. Drawing on his experience leading digital strategy and transformation programs for global brands, Kenneth shares the common mistakes organizations make when measuring pilot success, why repeatability matters more than one-time wins and how businesses can build the capabilities needed to scale digital and AI initiatives across teams, markets and functions. The conversation also explores the role of leadership in successful transformation. Kenneth explains why empathy, curiosity, trust and a willingness to challenge assumptions are essential for leaders navigating rapid technological change.  Whether you're launching a new digital platform, testing an AI-powered solution or leading enterprise transformation, this episode offers practical insights for turning experimentation into sustainable growth. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Kenneth Phua: Kenneth Phua is a global digital transformation, ecommerce, and AI leader with more than 15 years of experience helping organizations turn digital investments into measurable business growth. Most recently, he served as Global Head of Digital Strategy & Innovation at The Coca-Cola Company, where he led enterprise-scale transformation initiatives across 115 markets and delivered approximately USD $900 million in system value. His work has spanned digital strategy, ecommerce, consumer platforms, first-party data, AI and operating model design. About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

Industry experts estimate synthetic identity fraud costs the financial industry as high as $95 billion a year, and the most damaging attacks pass every verification check without triggering a single alert.Tedd Huff, CEO of fintech advisory firm Voalyre and founder of Fintech Confidential, brings 25 years of payments and fraud infrastructure experience to a direct conversation with Hal Lonas, Chief Technology Officer of Trulioo, the identity verification platform trusted by Google, JP Morgan Payments, Stripe, Airbnb, and Meta.Lonas explains why detection rates hide more than they reveal, how fraudsters now add intentional imperfections to AI-generated deepfakes to beat detection systems, and why agentic commerce requires an entirely new verification layer beyond KYC and KYB. The conversation covers Trulioo's Know Your Agent (KYA) framework, the Digital Agent Passport, Google's Agent Payments Protocol (AP2), and the privacy regulation debate most compliance teams have not fully worked through.Find out more1️⃣ Ask your identity vendor for their false negative rate, not just their detection rate, and demand specific numbers.2️⃣ Build continuous monitoring into your post-onboarding workflow so your system is still watching on day 30, 60, and 90.3️⃣ Audit every automated decision model in your stack and document the logic before your next regulatory exam.4️⃣ Map your verification flow and tier friction based on real-time risk signals instead of running flat checks on every customer.5️⃣ Get your compliance and growth teams in the same room with a shared dashboard showing fraud loss rates and abandonment rates side by side.Guest:Hal Lonas LinkedIn: https://www.linkedin.com/in/hal-lonas-4555b1Hal Lonas X: https://x.com/hal_lonasCompany:Trulioo: https://www.trulioo.comFintech Confidential:Podcast: https://fintechconfidential.com/listenNotifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialX: https://x.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupporters:Under.io streamlines application and underwriting by digitizing PDFs for digital signature: under.io/FTCSkyflow is a zero trust data privacy vault delivered as an API, covering PCI, CCPA, GDPR, SOC 2, and beyond: skyflowsecure.comDFNS provides wallets as a service, API first, multi-chain, secured with MPC, used by Stripe, Fidelity, and others: fintechconfidential.com/dfnsHawk AI offers real-time payment screening, AML monitoring, and dynamic customer risk rating to reduce false positives: gethawk.comAbout:Hal Lonas is the Chief Technology Officer of Trulioo, where he leads technology strategy, product development, and engineering. He co-founded BrightCloud, a cloud-native threat intelligence company, and previously served as CTO at Webroot, Carbonite, and OpenText before joining Trulioo in 2021.Trulioo is a global identity verification platform operating across 195 countries, covering 14,000+ ID document types, 6,000+ watchlists, and 700 million business entities.Tedd Huff is CEO of Voalyre and founder of Fintech Confidential. The show is produced by DD3 Media and brings you the people, tech, and companies that change how you pay and get paid.Chapters: 00:00 Introduction01:28 Meet Trulioo CTO02:48 From Space to Security04:11 Dfns: Wallets as a Service (sponsor)05:32 Sleeper Accounts Explained08:33 False Negatives Metric11:43 Explainable Adaptive ML13:23 Deepfakes Raise Stakes15:03 Asymmetric Defense Signals17:51 Privacy Versus Safety21:25 Sky Flow: Building Fast and Secure (sponsor)22:27 Friction Based Risk24:16 Case Study ConsenSys26:04 Know Your Agent Future27:52 Agent Passport Checks32:43 Open Standards AP234:35 Are Defenders Losing36:05 Leader Advice Wrap40:37 Final Thoughts and Outro41:36 Hawk AI - Realtime Fraud Monitoring (sponsor)42:23 DisclaimerDisclaimer: The information provided in this episode is for informational purposes only and should not be considered financial, legal, or investment advice.#syntheticidentityfraud #identityverification #KYC #KYB #agenticcommerce #KnowYourAgent #deepfakedetection #fintechfraud #fraudprevention #AML #trulioo #AP2 #GoogleAP2 #AIfraud #fintechcompliance #fintechconfidential

In this episode of The Geek in Review, Greg Lambert and Marlene Gebauer welcome back Joel Hron, Chief Technology Officer at Thomson Reuters, for a timely conversation about the shifting relationship among foundation models, legal content providers, legal tech platforms, and the lawyers trying to make sense of the mess. Recent moves by Anthropic, including Claude's legal practice area tools and MCP connections into legal platforms, raise a larger question for the market. Is a model provider still sitting behind the scenes, or is it starting to become a legal work environment of its own?Hron explains Thomson Reuters' commitment to what it calls fiduciary-grade AI, a standard built around trust, verification, transparency, and accountability. For TR, legal AI needs more than a fast answer. It needs systems lawyers trust enough to stand behind. Hron points to Westlaw, Practical Law, KeyCite validity signals, citation ledgers, and verification tools as core ingredients in building AI systems suited for high-stakes professional work. In his view, almost right is not good enough when clients, courts, regulators, and professional obligations sit on the other side of the output.The conversation turns to how CoCounsel and Westlaw Deep Research use legal content across far more than traditional research tasks. Hron explains that when AI systems gain access to trusted legal content and verification tools, they begin researching throughout the workflow, even while revising contract language or analyzing provisions. He also describes Litigation Document Analyzer, internally nicknamed the BS Detector, a tool designed to review claims in a document and map them to supporting authority, weak support, or no support at all. For lawyers who spend as much time verifying AI output as generating it, tools like these aim to move verification from a manual scavenger hunt into a structured process.Greg and Marlene also press Hron on Anthropic's legal plugins, MCP, and the idea of headless legal technology. Hron argues that MCP changes access, not advantage. In his view, the application layer is shifting, but the real competitive value sits in trusted content, expert systems, governance, and domain-specific intelligence. CoCounsel's user interface represents one expression of TR's legal agent capabilities, while MCP opens other ways for those capabilities to appear inside broader work environments. Some work will still need a purpose-built legal interface; other work might happen through email, Word, Claude, or another agentic workflow with little visible interface at all.The episode closes with a larger discussion about what happens when AI starts performing more of the work itself. Hron shares TR's internal engineering OKR, where more than 50 percent of pull requests should be written by AI, and explains why 51 percent serves as a useful mental model. Once AI performs a controlling share of the work, the human role shifts from doing the task to governing the system. For legal professionals, the same transition is coming. The key question is no longer only whether AI produces useful work. It is whether lawyers have built the systems, context, safeguards, and verification layers needed to trust the work, defend the work, and remain accountable for the work.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Substack[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this UC Today interview, host Kristian McCann speaks with Darren Anstee, Chief Technology Officer for Security at NetScout, about one of the most urgent questions facing IT leaders today: how do you keep business communication running when a cyber incident hits a hybrid workforce? With employees split across offices, homes, and unmanaged networks, the stakes are higher than ever. From DDoS to firewall state exhaustion, policy gaps, and the hidden blind spots that can turn a security event into a full business interruption, Anstee explains why attackers increasingly target the network layers that sit in front of collaboration tools, not just the tools themselves.Key points includeWhy hybrid working creates visibility gaps for IT teams.How DDoS and firewall-state attacks can cut off UC access for entire office populations.Which policies matter most, including unmanaged devices, shared connectivity, and corporate-approved backups.Why protecting internet-facing firewalls is now a frontline business continuity priority.Next steps: For more news on how to keep your company secure, visit https://www.uctoday.com/

Cybersecurity is no longer just an IT issue. It is a business survival issue, and every leader needs to understand where the real risks are hiding. In this episode, I had the pleasure of speaking with Dave “merk” Merkel, CEO and co-founder of Expel, about the evolving world of cybersecurity, AI, and business resilience. Dave shared the founder's journey behind Expel, how the company grew by solving cybersecurity as a technology-driven scale problem, and why businesses of every size need to think seriously about 24/7 protection.  We also explored the growing risks created by supply chains, fragmented systems, AI adoption, and increasingly sophisticated threat actors, while still keeping the conversation grounded, practical, and encouraging for business leaders. Here are the highlights: Cybersecurity matters for every business, not just large enterprises. Dave explained that even smaller companies can become targets when they are part of the supply chain for larger organizations. Expel was built to solve the scale-and-quality problem in cybersecurity. Rather than operating like a traditional services business, Expel uses software and human expertise together to deliver consistent 24/7 protection. AI is changing the speed and complexity of cyber risk. Dave emphasized that both attackers and defenders are using AI, which means businesses need security partners who understand how AI is reshaping the threat landscape. Business owners should look for outcome-focused security partners. Dave cautioned leaders to avoid fear-based selling and instead seek providers who understand their business, ask smart questions, and can clearly explain their approach. Cybersecurity professionals are doing mission-driven work. One of the most powerful moments in the conversation was Dave's reminder that cybersecurity teams are protecting companies, employees, families, and livelihoods every day. About the guest: Dave “merk” Merkel is the co-founder and CEO of Expel, a leading provider of Managed Detection and Response cybersecurity. He has been involved in the information security field for nearly 30 years, first as a federal agent pursuing cyber criminals in the era of floppy disks and 2400 baud modems, then as Chief Technology Officer and vice president of Mandiant. Following FireEye's acquisition of Mandiant, Dave served as the global CTO of FireEye. Connect with merk: LinkedIn: https://www.linkedin.com/in/davemerkel  Website: https://expel.com/  Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web. LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/  Website: https://www.disruptiveceonation.com/   #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this celebratory episode, The Suite Spot hosts two TMG veterans, Director of Product – Respond and Resolve™, Jackie Avery, and Chief Technology Officer, Jason Lee, on the podcast to commemorate the 10 year anniversary of the Respond and Resolve™ digital solution.  Jackie Avery discusses what the milestone means to her and her team, and how responding to reviews is the foundation for connecting to guests and why it’s critical for hoteliers to give authentic responses to their guests. Jason joins the podcast to share the history and evolution of the Respond and Resolve™ digital solution and how it has become the industry solution service it is today.  Ryan Embree: Welcome to Suite Spot, where hoteliers check in, and we check out what’s trending in hotel marketing. I’m your host, Ryan Embree. Hello everyone, and welcome to another episode of The Suite Spot, a celebration, my favorite type of episodes we have on the Suite Spot. Very excited to share a milestone and achievement, a celebration, like I said, a 10 year anniversary of our award-winning, industry leading Respond and Resolve™, review response solution. Here with the Product Director of Respond and Resolve™, Jackie Avery. Jackie, welcome back to the Suite Spot. Jackie Avery: Thank you. I’m so happy to be here. I’m so excited to talk about this too. Ryan Embree: Congratulations, what a feat. 10 years of responding to reviews. We are gonna have the opportunity to speak with Jason Lee, our Chief Technology Officer, and we’re gonna talk to him about really the history and evolution of this solution, and really guest feedback management in general, how that’s evolved over time. But with you, I thought we’d start with talking about present today and this solution respond and resolve, again, responding to guest, hotel, guest reviews. What makes this so special? What is the secret sauce? Why has it seen such an explosion of growth from our hotel partners, and what do people love about it? Jackie Avery: Yeah, so I’d say everyone on my team probably has a different answer to this, but for me, it really comes down to passion, time, and flexibility. So we’re really passionate about that connection making, you know, that moment with the guest truly matter. Taking the time to really connect in that way with them. And I’d say, I guess right, others might say, well, you know, these other people within the industry or at the hotel also have that passion and, and care about that connection. So, I think we all agree that that’s really important. But then you come to also adding in time. So someone might be able to dedicate an hour to responding to their guest reviews, or maybe even a few hours a week, and they feel really good about that. But like for us, right? This is day in, day out. This is what we do all day long. We really have the time to not only have the passion for that connection with the guest, but take the time to think about what they wrote and how they wrote it. And so, and there are gonna be people who have the passion and have the time, and I absolutely do not wanna diminish that. I’m so happy that they do. I’d say the third, and just as equally important aspect though, is flexibility. So this is an ever changing landscape, right? One moment. The M dash in writing makes you sound human. It’s casual. This is how you connect. The very next day, that’s an indicator of AI. If you’re using that, no one thinks you’re you. So in the past, right, you would start writing a response and you just wanna make sure you’re not sounding defensive, you’re not being dismissive of, whatever their concern is. And that’s still important, but that’s not where you start anymore. You start by convincing someone that you’re a person, you’re sitting at a computer taking away from all of these other aspects of your job, and you’re like, my first step is showing everyone that I’m me and I’m real. So, on top of all of that, right now, you’ve got that going on. Maybe, you know, you feel like you’ve got a handle on it. There is a very intense, again, ever changing landscape when you’re thinking about the political climate, the economic climate, and those impacts the guests and travel. We all know that. And so it’s really hard to meet a guest where they’re at. If you’re not keeping up to date with everything going on. You have to be aware of those shifts that are happening all the time to everyone. Ryan Embree: Yeah. It’s ever changing, especially over the course of a decade, which has obviously been the timeline of this solution here. And you’re absolutely right. I mean, that authenticity is so key to show the guest that you actually care about what you wrote. And you’re right, there’s a challenge now to almost convince that guest that I am real. I am listening to you and I’m connecting. And there’s a reason why in this age of technological advancement and AI, we were talking about it every single day. We’re at the peak of technological advancement. Every single day we move forward, there are still hotels that come to us and say, we want to maintain a human to human connection. We don’t want AI to be responding or generating responses that are going straight to our guests. Why do you feel like that is, and and what are the feedback you’re hearing for these hotel partners? Jackie Avery: Yeah, so when you zoom out, right? Guests are the entire reason that hotels exist. So when you’re considering reviews and checking reviews before you stay somewhere or leaving a review, after you’ve departed, these are really important aspects of the guest journey. They’re a part of your guest experience. So when you are a property who is fully invested in your guests having a great experience at your hotel, you want them to be surprised when they come in the best ways. You want them to leave with the best memories and spread that by word of mouth and online, you understand that you have to continue that real connection the same way you want to at the front desk in those points online. You have to connect with them human to human in that review response. Ryan Embree: You know, Jackie, one of the things that I think makes the solution so special, and something you’ve done a great job of is curating this team of professional writers where a lot of these writers here went to school for writing and communication. You know, these are degrees that are their specialty. They have a passion for this, right? And you talk to a general manager nowadays maybe they didn’t, maybe they don’t have a passion in writing, right? Like, that wasn’t why they got into hospitality to say, I wanna be a writer. But, you know, you created this team that also understands the nuances of the hotel world. It’s the only vertical that we work with in hospitality. And there’s so many of those little nuances that you have to teach and you have to incorporate in your messaging and in your review response writing to make sure that is articulated so clearly to your guests, or really it undermines your reputation as a whole. Talk to us a little bit about some of those nuances, maybe some examples and how you’ve been able to generate just this team of, again, just incredible writers. Jackie Avery: So, I’m fortunate because we’re doing this episode to celebrate 10 years. So we know what we’re looking for and we have experience in how to train specifically writing for hospitality and guest reviews. So fortunately, you have these degrees where people come in, they’re educated, they know how to write well, and then you have this training based on real world experience. And having seen the evolution of guest reviews. You used to get it where guests only left reviews when they’re angry. That’s not the case anymore. Guests go, they love the praise of feeling rewarded for leaving a good review. They wanna leave a good review. And having written so many, right? Each individual learns something and takes it back to the team. So it’s consistent workshops, it’s creative workshops, it’s adjusting to the new landscape, right? Being aware of what is seen as AI and what is AI. Being able to identify a review where a guest used AI to leave it, maybe. Or also being able to take a moment and pause and know the best way to reach another human when they’re being skeptical. So where as someone on property, right? They’re so focused maybe on, well, I wanna let this guest know that’s not how we do things, or that’s not really what happened here. And this professional writer on the team realizes the first line of this review was, and I bet a bot is gonna answer this. You have to cross that bridge first. You have to tackle that first. And if you don’t know how, it’s gonna be really hard to get your actual message across to this person that you really want to. So, we’re always building on what we know, because we realize what we know today can’t be what we rely on forever. Everything is gonna be different in three months. Everything will be different in one year. And when you’re set up to be able to make those adjustments, and you’re excited about that, when you love writing, when you love being able to write in a different way and connect with someone, and this is your passion, you know, you thrive in that landscape, it’s not a challenge that you don’t wanna take on. You look forward to it. Ryan Embree: Yeah, absolutely. And you’re absolutely right about the landscape. Completely changing. Sometimes, even though over the course of 10 years, I mean, booking has their pros and cons. They actually essentially solicit some of the negative feedback so that you can address that character count, right? With a TripAdvisor and maybe now going into reviews with no content at all, and responding to those PPI and personal information using people’s names in those responses. Is that something that a site allows or not? All of these are things that you wouldn’t really think through in responding to reviews, but it’s so critical and so important because, again, it’s an underlying foundation of your reputation management. And why do we respond to reviews to show we care? So if that care isn’t being shown, it really undermines your reputation. So, anything that lasts for 10 years obviously, means that it’s a success. I’m sure you’ve heard over the years some really, really rewarding pieces of feedback from our hotel partners. Can you share, we love a good story here on the Suite Spot in the podcast. Can you share any examples, maybe just one or two of some special moments or conversations with some of our Respond and Resolve™ clients? Jackie Avery: Yeah. Thinking back, because it feels really relevant this year, because it does seem to be happening more frequently, I think back to an email I got from a client, and they were going through it, their property started receiving hundreds of reviews within an hour to, because of something happening within the city, it was something going on. That was happening citywide and really had nothing to do with their hotel. And you can imagine in that moment, they’re fielding calls at the front desk from guests who haven’t arrived yet. They’re trying to ease concerns from guests in house, and their online listings are just being flooded from people who aren’t there and are just saying stuff. And really, it’s just because of the city they’re in and something that the property has nothing to do with. So in those moments, I’m so grateful that we can help. I got this email from this hotel, and they were just like, thank you. I had so much on my shoulders, and I know I have this support and this, and I put out these things, you know, to these other people at the property who help us. But in that moment, I knew, I knew you guys were there. Yeah. And I knew that you could give advice on what to do. You’ve seen it before. You helped guide my steps. And I’m so grateful for that, that our years of experience mean that in the moment a guest can be served face to face, and we can be assisting, you know, with things happening outside of this property’s control. Ryan Embree: And what a line to tiptoe too, if AI is involved, right? And that, and the messaging is not communicated the right way there, it could mean so much more than just a one star review. It could mean detrimental damage to your reputation, especially in those moments of crisis. Jackie Avery: Absolutely. And some sites let you edit what you post back and some don’t. So the stakes are high. And it’s happening fast. Ryan Embree: Absolutely. Very fast. And so, as we wrap up our conversation here, and again, congratulations. As Product Director, you look at this, what do you look at this 10 year milestone? What does it mean to you and what’s your vision for the future of this solution? Jackie Avery: Yeah, this milestone, I feel it, I feel it personally. Not just for me but my entire team. When you genuinely care about connecting with other people and helping and being support in this way, it’s really easy to feel the joy in what you’re doing. So this milestone, to me, is just something that I am reflecting on that I’m so grateful, I’m so grateful to be able to work with clients across the country and help people out there connect in a space where they’re expecting not to have that opportunity. More often than not, people are expecting not to hear back, or they don’t wanna get their hopes up that they will hear back, but they do. Yeah. And it feels great. And I love that. Ryan Embree: Yeah. The stakes can’t be any higher right now when it comes to that. And hotels are getting creative with trying to figure out ways to connect with guests in a world where, you know, you don’t have to visit the front desk anymore. You can, you don’t have to interact with hotel staff anymore. So hotels are trying to figure out ways that they can keep a constant line of communication. And this is always gonna be a place where guests are, are gonna be, do not make it a one-way conversation. They’re gonna continue to leave feedback. Are you genuinely listening? Are you authentically responding? And we’re so grateful to have you on this podcast to celebrate this milestone. Thank you, Jackie. And congratulations again to you and your team. Jackie Avery: Ah, thanks so much. It was great to be here. Ryan Embree: Next wee’re gonna be talking with Jason Lee, Chief Technology Officer at Travel Media Group, where we’ll talk a little bit about the history and evolution of this Respond and R™esolve solution, which just turned 10 years old. Ryan Embree: Hello everyone. Welcome to part two of our 10 year celebration of TMGs Respond and Resolve™ review response solution. I am here with one of the architects, CTO, Jason Lee, congratulations to you and your team 10 years. Jason, you know, we love a good origin story. Talk to us, bring us back 10 years ago when you started, maybe it was even before 10 years. But tell us a little bit about how Respond and Resolve™ came to be and kind of the evolution of the solution that now turns 10 years old. Jason Lee: I mean, I think we at that time, we had been kind of doing reputation for hotels for a little bit, mostly in post-day engagement. And then also monitoring reputation scores and reputation flow. And we were getting questions like, hey, can you handle review response? And so we sat down and we were like, we’re getting this more and more. And we had salespeople that were saying the same thing, like, hey, I just got the phone with this guy, and he said he would buy except if we had this product. And so we sat down and we started thinking about like, what is it gonna take to, to get this done? And we had, we happened to have a tech summit during that same time, and we all sat down. So at that time, it was all the tech leaders we had and our tech team as well. And we really just kind of mapped out, like, what would it take to, to do this? Yeah. And at the time I was like, listen, the only way this is gonna work, anybody will even buy this, is if they can ensure that whoever is providing them the response is gonna do it in their voice is gonna be able to do it in a way that they would do it. Speak to their guests in the way that they would wanna be spoken to. And so we sat down and we put together what was kind of the building blocks of what is today’s, Respond and Resolve™, Travel Media Group. But at the time was even more complicated. It had multiple touch points. So it had a single, it had a touchpoint of the review coming in. It had a touchpoint, after the response where we would audit the response before the response went to the hotel, the hotel would then approve the response. And then once the hotel approved this approved the response or edited the response, it would come back to us and we would touch it one more time before we would then publish that response. So we had this, like, we had a three touch internal, like four touch, if you include the hotelier system. And, you know, and of course, you know, anybody who’s done any kind of product work or anything would think like, that’s an insane amount of touches, that’s a crazy amount of scaling. And so then our secondary thing was like, how do we do this based on the number of reviews or whatever? And we weren’t even thinking that way. We’re like, because there’s an unknown number of reviews, how do we even do this? So we started the product out with, with that kind of cadence, with 20 reviews being kind of the core. So you get 20 reviews a month, and it was TripAdvisor only. Yeah. And you had this one critical response. So we would like, you know, if there was a, something that really, that happened that was really bad, we would write this like very specific kind of PR version of a response. And that was the original product. So we put it all together, we put our price point out, and, and I believe you were the first person to sell one to a hotel. So, so as we got that going, then it was, you know, then, then we went through the rest of kind of like the evolution of the product. But at that time, it was something I think one other company was doing, but we, you know, we didn’t really know what they were doing or how they were doing it. So we kind of took our own path in how we created it. Ryan Embree: And we were talking off camera about, you know, some of the challenges. And maybe I think it’s through some of the unexpected. ’cause you think about, all right, you know, if tomorrow, you know, someone was like, let’s, let’s create a company that responds to reviews, and then all of a sudden you start building that and you come across these challenges, these, these issues, these problems that you’re like, well, I didn’t think about that. I just kind of thought about the output and input. What were some of those kind of learning lessons along the way, and how did you kind of adapt to that, whether using efficiencies technology, because it’s a lot more difficult than just saying, Hey, we’re just gonna respond to your reviews. I think the biggest challenge and where we had our biggest evolution in the solution was in when we converted what we were doing. So at the time when we started it, we were using third party data. And we were pulling some stuff, but some stuff was being pulled through a third party vendor. And it wasn’t until we launched one view where we controlled the entirety of the dataset. And not just the entire, not just the entirety of the dataset, but the frequency of the dataset, which was insanely important. So this has to do with when it is received from the time that it was published live. And so that in itself sort of opened up this new lane, but in doing so, it also opened up our eyes to this really one like incredible flaw to our system, which was how we were pricing it. But that has to do with how we sort of viewed the, the universe of reviews for a single property. So when we started, we had that 20 Right. The next little jump was, well, maybe we’ll start charging by the room. And this was something we had heard other other vendors doing, and we’re like, oh, this is a good idea. We’ll start charging by the room. What we found immediately was that we were massively overcharging some hotels. And way undercharging other hotels. So a destination 80 room hotel could be doing three or four times the review volume that a 250 room corporate hotel was doing. Like, that’s straight up like extortion on one side and then just us just like.. Ryan Embree: And extended stay sometimes, you don’t have the frequency. Jason Lee: Completely, completely. So, so I think pricing, getting that pricing down. So once we then controlled the universe of reviews, we then, so at, at the time we launched OneView, we had a 360 view of a 365 to be exact, day view of a properties reputation. So we could sort of forecast their total quantity of reviews over a year and then, and then, and then sort of amortize that out to create pricing around review flow. So I believe we were one of the first to do review flow, and I think we might still be one of the only companies that prices that way, where we actually look at quantity of reviews and surveys that a property gets. And then we price knowing exactly what we’re going, what we’re up against, including the 35% ish increase over the summer months that that happens just based on review flow. You know, guest flow. So, so I think those were those big things, kind of those big hurdles, like, internally pricing it the right way, doing it in a way where we could, we could ensure that whatever we said we were going to do, we could 100% do. We had the staff to do it, we had the technology do it, and all the pieces in play. And then I think from there, it was then understanding the sort of undulation of the acquisition of review data. And that is a crazy space because, if you’re scraping the data directly from a site, then you’ve got that whole thing that that’s going on where sites are continually sort of trying to thwart that. You have the API side of that where you can get API but that requires you to get these relationships with these various sites. And so, so our, we were just like, just, just dogged determination To like secure better and better and better and better data sets. And we did that through, eventually through getting partnerships with the major review providers like Expedia, Booking.com and Google. And so inside of doing that, we were able to really secure a data set that then allowed us to respond in a timely manner and efficient manner, and in a way that, you know, could completely solve this issue for a hotel. Ryan Embree: I think some of the biggest learnings or we’ve had is through those challenges, but also through the close relationships that we’ve had with our hotel. Partners and those hotels that we say it all the time when it comes to reputation. I mean, feedback, you want feedback, right? Whether it be from your partners who who travel media group are working with, whether it be from your guests, and you’re a hotelier, you want that feedback. Because that means it’s striking some kind of cord, whether it’s good or bad. ’cause then you can make adjustments. So, the actually hearing what our hoteliers had to, to, to say about our, our reviews and our I’m sorry, what they had to say about our responses helped us. Collaborate or calibrate rather their voice and tone and everything that to kind of get us right in harmony with how they wanted responses. And I think for me at least, it was very surprising to see the spectrum at which people wanted, how they wanted their responses handled. Whether it’s, you know, we don’t want an apology ever to be heard on our responses or, you know, we, we always apologize whether it’s our fault or not. We’re always going to say the customer is always right. And there’s everything in between. We want our voice a little bit more laid back. We want it more of a professional tone. You know, you’ve gone through these patterns and trends of try to use keywords in every single one of your review responses. Aside from the challenges, what have you learned? Maybe talking to hotel partners or hearing them, seeing some of that feedback that comes in about our responses. ’cause I know, although you’re the CTO, you’re very close to that feedback and are in there and seeing what our hotel partners are saying every day about our responses. Jason Lee: That’s a great question. And I think it hits at the evolution of the benefits of this need. And I think that’s what’s so interesting about, about doing this for this length of time. So in the very beginning, I talked about that very complicated setup that we had where we were like approving the response before we sent it to the hotelier, and then we had the hotelier approve the response and edit the response, and then we publish the response. We kept a bunch of that together. So we kept the right approved by the hotelier edit and resolve or audit and resolve, process on our side. And so in doing that, even though it was overkill in the beginning, we had people saying, we don’t wanna approve it. We don’t wanna approve it because we’re, because we’re like, this takes too much time. And because I’m not around on the weekend or whatever. And, but what ended up happening is that as the sort of understanding of what review response was doing, so the review response kind of needs sometimes is hinges on what is the downward pressure to get this done? So is this coming from my management company? Is it coming from the brand? Is it coming from an OTA that says I’ll get better placement if I do this this way? So this becomes this becomes thing. Or like you said oh, I heard that I get better SEO get better placement if I use keywords in my responses. So this becomes this sort of meta benefit. And I think through the through line that we took from the very beginning and way before, I feel like a hoteliers wanted us to do it that way. And maybe today there’s still a few hoteliers that are just like, whatever, man, just get it done. You know, is that we really wanted to communicate with the guest who wrote the review. And we wanted to make sure that whatever we were writing in our response, that that communication was clear. It was clear in gratitude on five stars. It was clear in empathy and resolution in one star reviews. And it was, it was really trying to find that balance when there was no feedback. Even if the get, even if the hotel didn’t care maybe as much about the content of the response that they trusted us to make that response. But what we find is like now, 10 years later, that where, where we have had a complete shift in our property profile at Travel Media Group, where I think we started with a lot of economy properties and select service properties where we’ve, we’ve reached into these incredibly large resorts luxury properties. Some of the nicest properties in the United States are our clients. And I think it’s because we’ve stuck with that. So you talk to the hotelier that has a $200 or $300 a night guest, or even a $1,200 a night guest, in some cases, their feeling about the retention of that guest is very different than a select service, than a select service. But they’re, but they’re also their version of, like, that this activity promotes acquisition of guests. And so the stakes are high. In this space. And I think we’re reaching into like a whole new era where this information, the review and the response are affecting generative search. And we’re reaching a whole new era of economizing the search time with massive amounts of review data. In an individual research session for a guest is really changing the importance of this activity together. So I think, I know I kind of took a windy road on that, but I think the biggest thing is that the evolution of expectation from the guest, but also then from the hotel has changed. And we’ve stayed close to it this entire time. And like, like everything that we do at Travel Media Group, we are sort of singularly focused. So we’re so focused on this as this. We probably, when I talk to hotels sometimes, they’re like, man, you are really exaggerating the importance of this activity. And I’m like, no, it’s everything. This is like, this is about you securing the relationship with this guest. This is everything. But hopefully you want a partner like that has that sort of dogged determination to make sure that it’s done correctly. But I feel like, so to kind of wrap this up, I do feel like that that is what we’ve done, that’s been the through line is like focusing on the need and like you said, focusing on the voice make, altering account by account. So now you’re talking about a few thousand hotels. That we’re scaling, you know, we’re where we’re like in the off months, we’re doing somewhere, you know, around 20,000 – 25,000 reviews. And we’re able to then inside of that still create personalization, still create a voice of a hotel. Still be able to hit the right kind of policies, the right kind of renovation details, the right kind of care to each individual review, or each individual guest as we see that to make this thing work. Ryan Embree: I mean, every hotel we have found out is so drastically different from the way they want thing hand handled, but also, just their properties are different, right? Their locations, their markets, occupancy drivers, the type of traveler that they bring in that they want to attract. There’s so many different elements. That speak to that. And it’s with the, Jackie and her team do a fantastic job to the point to the precision, we want to be completely aligned with that hotel partner. And what you were talking about was some of the newer luxury properties that we’re now partnering with. I mean, the stakes are high in the sense of they’ve had decades long reputation. They have built that. And it is no longer a negotiable for them to make sure that that reputation is protected. And a solution like this, like respond and resolve, really can help solidify that and also just serve as such a foundation and a security blanket in case some of these, Jackie had a couple examples of these things right now that can go wrong at a property. We hate to see it, but it happens every single day in a trusted partner like Travel Media Group and Respond & Resolve™ team behind you can really help give you a little bit of peace of mind for a hotelier. And you’re absolutely right. Obsessed is a great word to put it and passionate about review response. I mean, this is something that we’ve done for 10 years, but I think it’s been a little bit longer that we’ve been in the reputation game. And you know, you can’t, in 2026, you know, we, I had a podcast episode, late last year where it was actually with the co-founders of ILHA and they were talking about how you cannot in 2026 cannot be a complete expert at every aspect of hospitality. You just can’t. It’s just, it’s one of those unique industries where you can’t know everything about everything. You will never be the expert of chemicals for your hotel pool. But it’s important to know those things, and it’s important and critical to have a valuable partner that knows those things. So you think about that as one element, chemicals in a pool, curtains, flooring, review response is a very important element to your digital and online reputation there. And we talked with Jackie about, you know, obviously AI and how that has certainly changed in the last 10 years. And it’s how it’s come in, talk to us, because I think a lot of times people might hear us and think that we are anti AI or anti-technology, and it’s actually the exact opposite. It’s an incredible piece of technology that we can use in elements of reputation, but not necessarily for the actual response. So how are you kind of using AI? And we do have an AI solution, not 10 years old yet. We’ll be doing that in in several years. But talk to us about how you’ve used technology and AI kind of hand in hand with Respond and R™esolve for the past 10 years. Jason Lee: Yeah. I mean, I would say in the last 18 months we have evolved our core platform probably more than we did maybe in four years. So we’ve done a lot recently. And a lot of it is that a, like a whole new world of data analytics has been opened up. By this, so something that I would needed maybe two or three data scientists to help me with. I can do, can do with, with an API through anthropic, or through Open AI. And working with members of my team and putting some data together, we’re able to find like really interesting insights. And so the first thing we launched last year was the guest experience snapshot. And that was an a completely AI driven report. And the sort of origin of that was to show the hotel the top things that was that a guest was experiencing great. And then the top things that they, that was going wrong, and some of that was to show them multiples of the things that we were responding to. So the things that, so using this data to kind of, to shine a little light on like, Hey, we can only say sorry for this so many times. You know, but also to show them the other side of it where it’s like, Hey, this is where you guys are winning. You guys are winning in these very, in these areas. And this feedback isn’t always a negative. There’s a bunch of great stuff in here. And I think, so we’ve then continued that by continuing to analyze trends to continue to analyze, review flow, to analyze the sentiment data. And it just continues and continues and continues, as we sort of unlock the use cases of these tools. But for us, I think like the big pieces of the tools that are really exciting coming forward are the ways that we can scale personalization, in a way that we couldn’t do without major data science. And, and so we’re able to scale personalization, so taking the personalization that a hotelier gives us about very specific things about their property, and not writing the response based on that, but sort of confirming the response against the voice. So I can take a response and confirm then the voice, you know, and it says, yeah, this, this matches what they’re, what they asked us to do. And so that can get very, that in our world, that’s probably one of the more complicated pieces of it, especially where you have a very lengthy voice note, you have a massive policy note. You have a massive amenity amenity note. So these are these these spaces where a writer could get turned around on something. But where this could verify, hey, the response you just wrote is missing this one piece. Ryan Embree: Notes are changing seasonally based on restaurant menus, based on programming that the resort is conducting out. And its amenities classes that it has timing. I mean, all of those elements are notes that that can be provided and are so important. I mean, we think of it as oh, well, if we get a date wrong or if we get an item wrong, I mean, that has a pure, such a big impact on the guest experience and their impression of your hotel. And the care that you’re taking, so it’s just one of those elements, again, we talked about it with Jackie of, you have to prove essentially at this time that you’re not AI and that you do care and that, it’s so important to these guests and hoteliers, all this. Jason Lee: I think that’s where it all boils down to is that when I get that email from Booking.com as a guest that’s from the hotel, and I open that up and I read the response to the review that I wrote, does it feel authentic? Does it feel like it came from them? Does it mean anything to me? Is there any kind of meaning to that at all? Or is this like, or does this intensify, does this intensify my advocacy of this property, or does this intensify my anger? And you or does this turn me around? Does this make me wanna and I think these are these opportunities you have in this space that does make a huge difference. And I think AI will help us enhance the personalization of our individual properties and help help us, like put that really, like that perfect response together that helps the guests know that they’re cared for. Ryan Embree: It’s a feeling. I mean, Jackie talked about it getting that feedback from our partners about, this was a repeat guest, this is someone that stayed with us and they talked about our response back to them. They thanked us. And those are the moments that we strive here at Travel Media Group for, and we’ve seen so many over the last decade of doing this review response. And here we are at 10 years as you look towards the future, the landscape ever changing, you know, what do you see kind of for the future of Respond and Resolve™? And maybe we can open it up just to guest feedback management. I mean, were really at a inflection point I feel like right now. Jason Lee: Yeah. I mean, I think, I think it’s kind of more of the same in terms of what this has been about all the all along, which is the guest experience. And how do we react to the guest experience react to the specific experience the guest is giving us in a response, but act then multiple guest having similar experiences. How do we react to that? How do we improve the guest experience over time? And I think that that’s where the opportunity is right now, is that there are so many tools available to us to understand this in a much more granular level, in a much more specific level. So the old way of, of asking questions, I think of guests, I think is gonna go away at some point us sort of like, asking guests the same questions over and over again. You know, would you recommend, how clean was your room? What was the breakfast like? You know, rate that, I think we’re gonna get to a spot where we sort of understand these elements, but we can take broader textural, data points and start to really dial in to, so what does a 3 in breakfast mean? What does, what does it mean when somebody says that they would recommend at a 7? Or a thumbs up or a thumbs up or a thumbs down. I think this is where, you know, this is where these kinds of scales get a little funky. And so AI could help a guest actually articulate themselves in a response in a survey, for example. AI could also obviously take this data and take patterns of data and help a hotel understand the fail points of their service. And I think those are these really amazing opportunities for hotels that want to engage there. And, but all of this together is also doing something really interesting in the generative search world. So, we’re seeing people flock generative search more and more and more because it economizes that effort. I can read hundreds of reviews, I can have hundreds of reviews read for me and summarized, based on a very specific question. So I can ask about the breakfast, for example. And I get this summary. So none of that is gonna come through a three on a guest experience survey a guest satisfaction survey is not gonna affect that. But the 25 Expedia reviews that you’ve gotten in the last 90 days will. And I think those are those things that start to inform the traveler are going to be the quantity of signals. Whether they’re positive or negative and then the sort of inference of that signal, it’s not binary, it’s not good or bad, it is this other thing. Which is sort of the feeling of a guest. And I think a AI is getting better and better and better, and is getting to a point where it can sort of relay the feeling that multiples of guests have had about your property to a prospective guest. And that either should thrill you or it should scare you. Because this part of technology that I think get that we are all enjoying in some ways, right? Because it’s saving us time, it’s saving us effort, but in other ways, there is no place to hide. So you can’t hide behind, the first 200 reviews that you received at your hotel anymore. Where you got that, the first 200 reviews, you netted out a 4.4, and you’ve sort of been riding on that for the last like five, six years, more and more. That’s score is going to be irrelevant. Ryan Embree: That’s what I was gonna say, that I think the historical data is just gonna become less and less vital and critical. And it’s gonna be a moving type. It’s what you want. It’s absolutely something in the now what is the guest doesn’t care about what your hotel was like five years ago. When somebody at the front desk had a great, was really personable and friendly to them. They want to know what that front desk agent is doing today. What that room looks like today. So it’s going to be this living almost a living reputation. Jason Lee: And it is today. Yeah, it is now. But it’s different because, because a guest won’t research that deeply. It is today, I think it’s living today. And I think the hotels that are winning today will continue to win. Because it means that you’re doing the right thing by your guest. And I think that continues this cycle of sort of looking at the guest experience and finding your fail points and fixing ’em, finding ’em, fixing, finding and fixing is the real key. But it’s also empowering your front desk. It’s, it’s making sure that nobody leaves your property upset. It’s all of the things that we should be doing anyway that affect thhis. This is true hospitality. At its core but I think, what’s interesting about what AI is doing is it’s kind of shining a light into the, I guess, residual needs here. But I think this also gives you an unprecedented opportunity at your hotel to share this information with your staff, to, to take this back and, and really like, like dig in and make it work. The other thing I was gonna say, the other thing I was say on that, what I think on the future of guest feedback management will be the number of companies coming in an AI play today is crazy. There’s a lot of new companies that are coming in there, and there’s, and then there’s like long-term companies like Medallia, and Qualtrics and other companies that are offering AI responses inside of their platforms. And I think this all economizes that activity, but it does not remove our obligation to have authentic voice at our property and to communicate with guests that need to be communicated with. And the guests that needs to be communicated with. If you communicate well there, and I’ve said this over and over and over, if you communicate with the guest who wrote the review, well that will impact guest acquisition a hundred percent. Ryan Embree: Absolutely. Jason Lee: So the authentic voice is gonna be at a premium. The canned voice, the canned templated voice of AI, I think will end up, will end up being able to spot it. I mean, I think in some ways it, nothing changes, right. In other ways, everything changes. Ryan Embree: Yeah. Yeah. I absolutely agree with you on that, Jason. I think it is going to be a priority for hotels that truly care to rise above the sea of sameness. And as your response and the templates, you know, that was kind of that first tide, was that the templates you wanted to show your guests that you actually cared, write something that looked better than a template. Better than a thank you for your feedback. ’cause that’s what all you were getting. Now, the, the reputation response ecosystem is even more ingrained because more and more people are coming in and using AI to respond. You’re going, it’s going to be a premium to show that you’re going to be looking for those edges and places that you can show guests that you care differently from the hotel next to you. And authentic review response, caring review response is gonna be one of those. Jason Lee: But authenticity all the way around, I mean I saw this I saw a video of the CEO of Marriott talking about specifically saying, use this technology to give yourself more time with the guest. Give yourself a few extra minutes with the guest to create relationship to create authenticity in person. Ryan Embree: The general manager of the future might look closer to the general manager of the past than it does right now. Interesting times. Here to celebrate, again, 10 years of Respond and Resolve™. Congratulations, another milestone, another chapter. Congrats to you and your team, and thanks for celebrating with us here on the Suite Spot. Jason Lee: Thanks, Ryan. Ryan Embree: To join our loyalty program, be sure to subscribe and give us a five star rating on iTunes. Suite Spot is produced by Travel Media Group. Our editor is Brandon Bell, with Cover Art by Bary Gordon. I’m your host Ryan Embree, and we hope you enjoyed your stay.

Olathe Unified School District: Cisco Helps K-12 Build Secure, Resilient, AI-Ready Infrastructure, Podcast, Umphrey brings a distinctive perspective to the CTO role. Before moving into technology leadership, he was a high school history and government teacher at Olathe East High School, where he also coached football and boys golf By Doug Green “For partners, the message is simple: don't bring a cookie-cutter approach. Understand the district, understand the mission, and tailor the solution.” At Cisco Live, Technology Reseller News spoke with Joshua Umphrey, Chief Technology Officer for Olathe Unified School District in Kansas, about how one of the state's largest school districts is building a secure, resilient and AI-ready digital foundation for K-12 education. Olathe serves nearly 30,000 students across 51 schools. Like many school districts, Olathe faces enterprise-level technology challenges in a public-sector environment: protecting students and staff, keeping systems available, managing limited resources and preparing for emerging demands such as AI in education. Umphrey brings a distinctive perspective to the CTO role. Before moving into technology leadership, he was a high school history and government teacher at Olathe East High School, where he also coached football and boys golf. “Definitely an atypical route,” Umphrey said, reflecting on his move from the classroom into IT leadership. That background still shapes how he views technology. For Umphrey, the network is not simply infrastructure. It is part of the learning environment. Technology has to protect students, support teachers, keep learning moving and help the district plan for what comes next. In the podcast, Umphrey discusses how Olathe is using Cisco networking, security, Splunk, Cisco UCS, Call Manager and Cisco CX offerings to improve visibility, cybersecurity and resilience across the district. The goal is to move from reactive support to a stronger model of operational control, where IT teams have better insight into what is happening across the environment and can respond more effectively. The conversation also turns to what Cisco Partners and technology providers should understand about serving K-12. School districts are not interchangeable. They have different budgets, facilities, staffing models, security needs and educational priorities. For partners, Umphrey's message is clear: K-12 customers need practical, secure and manageable solutions that are aligned with the mission of education. The sale is not simply about products. It is about helping schools protect learning time, reduce risk and build a technology foundation that can support students, teachers and staff over the long term. Learn more about Cisco education solutions at cisco.com.

In this episode, Tessa Burg talks with Stephen Trammell, Vice President of New Business Models at Nestlé Purina North America, about what it really takes to build stronger customer relationships in a digital world.  Instead of focusing on the point of sale, Stephen explains how brands can create value across the full pet ownership journey by understanding real needs, solving real pain points and showing up in ways that feel natural and helpful.  The conversation dives into how teams can decide when to build, buy or partner, what makes a pilot worth scaling and why loyalty is a better goal than short-term conversions. This is the conversation for marketers and business leaders who want to think bigger about growth, innovation and the customer experience.  Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Stephen Trammell: Stephen Trammell is an experienced marketing leader who bridges traditional marketing with digital innovation.  His career in consumer products spans over two decades.  He currently serves as Vice President of New Business Models at Nestlé Purina North America, leading Purina's portfolio of digital-first brands.  He has worked in marketing research, led billion-dollar brands like Fancy Feast and is currently pioneering digital platforms and apps including myPurina, Petfinder and Petivity's portfolio of IoT-connected pet care devices and health kits.  Stephen can be reached on LinkedIn. About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

The Credit Repair Cloud State of the Union from Credit Repair Expo 2026 reveals the full roadmap, including AI-assisted disputing, the new Credit Hero Marketplace, mobile client app, and the tools built to help credit repair business owners get more clients and scale faster. Join Our FREE Start Repairing Credit Challenge: HERE Daniel Rosen takes the Credit Repair Expo stage with Keenan Jones, the new CEO of Credit Repair Cloud, and Tanmay Andhe, Chief Technology Officer, to walk through what's live in your account right now and what's coming next. From the Secure Client Access mobile app and PDF attachments to faster re-imports and CRC Billing with zero revenue share, this is everything credit repair specialists need to know about the platform that powers their business. You'll also hear how the CRC Marketing Hub gives you a built-in white-label of GoHighLevel for free, how Credit Hero Score has grown into the highest-paying credit monitoring in the industry, and what rent reporting will mean for your clients' scores. Daniel and Keenan share real numbers from the community: 20,000 Credit Heroes, 181 million point increases, and $229 million processed inside the system. Then they unveil the Credit Hero Marketplace, a new way for consumers and affiliates like mortgage brokers, realtors, and loan officers to discover and connect with you. Plus a look at AI-assisted disputing, custom client game plans, and where the platform is headed over the next year. If you run a credit repair business, this is the inside view. Tune in!  P.S. Join the #1 event to grow your credit repair business: http://creditrepairexpo.com/   Key Takeaways: 00:00 Intro  01:36 The Numbers Behind 20,000 Credit Heroes  05:26 What's Live Now. The Secure Client Access Mobile App  06:56 PDF Attachments and Faster Re-Imports  08:34 CRC Billing. Keep 100% of Your Revenue  11:06 How to Sell and Onboard Clients While You Sleep  11:52 The CRC Marketing Hub Explained  22:24 Credit Hero Score. What's New and What's Coming  26:06 Rent Reporting. A New Way to Boost Client Scores  28:28 Introducing the Credit Hero Marketplace  32:04 AI-Assisted Disputing. The Future of Credit Repair  34:42 New Awards to Celebrate Every Milestone  40:34 Final Thoughts Additional Resources: Grow Your Business Faster With CRC Billing Activate the FREE CRC Marketing Hub Get the highest payout with Credit Hero Score Join the Credit Hero Marketplace Share your feedback - we're listening Become a Credit Repair Cloud affiliate Get a free trial to Credit Repair Cloud Get my free credit repair training   How Credit Repair Millionaires Get Clients on Autopilot Make sure to subscribe so you stay up to date with our latest episodes.

In the CYME booth at NAB in Las Vegas, Matthieu Kopp, Chief Technology Officer, previews the next Peakto release, highlighting support for much larger media libraries, expanded collaboration, guest sharing, and secure on-premise access without cloud uploads. He also discusses other features such as new culling tools, improved ingest control, subclips for video workflows, and how AI agents may shape future media asset management.  Show Notes: Chapters: [0:03] Introduction from NAB 2026 [0:43] CYME previews the next Peakto release [0:58] Supporting millions of media assets and larger archives [1:23] Expanded collaboration, access rights, and web interface features [1:53] Guest sharing, downloads, comments, and local Frame.io-style workflows [2:40] Access privileges for studios, reviewers, and outside guests [3:23] Security, peer-to-peer access, and avoiding cloud uploads [4:54] Library size limits, video indexing, and upcoming benchmarks [6:06] Working with multiple libraries and large content collections [8:06] New culling tools for photographers [8:36] Improved ingest control and pausing [9:17] Streamlined interface and differences between photo and video workflows [10:05] Subclips, fast editing needs, and support for Premiere or DaVinci workflows [10:44] Different creative personas and media asset management expectations [11:57] AI agents and future workflow possibilities [12:45] Where to learn more about CYME and Peakto [13:10] Closing from NAB in Las Vegas Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

https://youtu.be/gS7aHfIiXjQ Preetha Pulusani, CEO of DeepTarget, is passionate about helping people realize their potential and leveraging technology to create meaningful business growth. After spending 25 years in corporate America and learning hard lessons from an early entrepreneurial failure, Preetha built DeepTarget into a bootstrapped fintech growth company that helps banks and credit unions acquire, engage, cross-sell, and retain account holders through advanced data analytics and intelligent marketing. In this conversation, Preetha shares the DeepTarget Bootstrap Framework, a leadership and innovation model built around five principles: Combine Pros with Fresh Graduates, Think Big but Start Small, Be Agile with a Flat Structure, Fail Quickly, and Keep a Tight Customer Feedback Loop. She explains how blending experienced professionals with emerging talent creates powerful teams, why rapid experimentation outperforms large-scale product launches, and how customer feedback should guide innovation. Preetha also discusses using data to drive growth, selling outcomes instead of technology, and building a successful SaaS company without outside funding. — Pull 5 Levers to Bootstrap Your Firm with Preetha Pulusani  Good day. Steve Preda here with the Management Blueprint, and my guest today is Preetha Pulusani, the CEO of DeepTarget, a company that helps hundreds of financial institutions increase loan demand, promote product adoption, and support intelligent marketing through advanced data mining and analytics. Preetha, welcome to the show.  Thank you, Steve. Thank you for having me. Thank you for inviting me. I’m looking forward to it.  Yeah. You have a very interesting business and very interesting profile, so I can’t wait to jump in. But let me ask you my favorite question. What is your personal ‘Why’, and how are you manifesting it in your business?  I guess you could say that my personal ‘Why’ has evolved over several years. I spent 25 years in corporate America, and that was the best business education I could have ever received. My first failure as an entrepreneur, though, added to that significantly, and that was right before I started DeepTarget. Luckily, it was a quick failure, but that doesn’t mean it was not a difficult one. And in every way, the lessons learned have come in handy today. So I believe that I’m in my final chapter of my career, so I can speak from years of experience. And my personal ‘Why’ is—it’s always been about people for me. I’ve never believed in the lone genius.  I believe that every person has some spark of genius in a different way. And I have always been inspired by pulling out that spark and weaving a tapestry of people.Share on X And that happened even in my job in corporate America, but it happens even more with my team today as an entrepreneur at DeepTarget. So it’s about empowering people to use that spark rather than focusing on something that they may not be as good at. It’s pulling out that strength and making it the collective strength of a solution, of how we serve customers, and of the business itself. Does that make sense?  Oh, yeah. This is great. I love that. My experience is that nearly none of the companies I talk to—or basically none of them, literally none of them—capitalize on the maximum talent of their team. Because it’s impossible to maximize it completely, but you can work on it, and that is wonderful.  Yeah.  So do you have a process for how you do that? Is there a mental process? Is it just an awareness? Is it a curiosity? Is it a natural thing that you do, or do you actually have a way of doing this?  So I have found that I think I read people. I think I’m intuitive in that way. And so I see myself as being the orchestrator of whatever it is, whether I’m working on today’s problem or whether I’m working on the big vision. I don’t know that it’s a process so much, but I have used it over and over again. It’s become a very natural thing for me.  So you talk about the big vision. What is that big vision?  So as a company, my focus is on making our clients successful. What that means is helping them grow their financial institutions.Share on X We work with credit unions and banks, and it’s all about growth. And we use innovation to leverage that growth for them. How do you acquire new account holders? How do you cross-sell to them? How do you communicate with them? How do you retain them? I’m a techie at heart, so it’s been about how do I leverage data? How do I leverage—today, of course—AI, kind of a combination of data and AI, to make sure that they are able to see the growth they need for their financial institutions? And that’s kind of become the mission that we have adopted for the company.  Yeah. I noticed that on your website you have this map of, I think, seven or eight different ways that you’re driving adoption and contact with people and—  It’s highly data-driven. It’s not wishy-washy. We’ve evolved from being a marketing company to a growth company. And when you take anything that’s data-driven into marketing, yeah, it’s something that people like to do. But what we like to do is use the technology to get to the human—to get to the individual. So we are helping our credit unions and banks reach individuals, understand each account holder, and understand what their financial needs are. And the only way you can do that at scale is by using technology and data. So we’ve built a platform that enables them to do that. That’s why the front end is all data, right? We can accept as much data as they want to give us so that we can do the right things to help them grow and engage their account holders.  Yeah. I like that you’re very techy, as you say—techy and data-driven. So I wonder, what is your mental model when you think about the end customers of your financial institution clients? What’s your mental model for how you innovate this process? So what are the major elements? If you had to synthesize it down to maybe three to five elements—your levers that you can pull—what are those?  Great question. So I’m going to start with the people because, for me, everything revolves around people. What I’ve been able to do is combine very seasoned pros with fresh graduates from local universities, and that has been a potent combination. Okay? That’s number one. Whether I’m talking about development, customer success, or sales, that’s been the combination that has worked for me. And as a bootstrapper, that has also helped me financially. You have a very seasoned pro that I’ve worked with for years, and you know exactly what their strengths are.  And then you put some fresh graduates under them. I’m telling you, there’s nothing better. That combination is second to none. The second thing is, I believe in thinking big, but starting small and scaling quickly. I learned that over time. There was a time when we used to have the big-bang theory of creating products.Share on X We have moved so far away from that. So think big, start small, and be agile. And as a small company, that’s a big advantage for me. We have a very flat structure. And so we’re able to have the agility we need to move markets, frankly. If you’re going to fail, fail quickly.  Have a tight customer feedback loop. And if something isn’t going to work for your customer, just abandon it. Abandon it quickly. I can’t say, in all honesty, that I’ve done that every time, but it’s always on my mind: “Should we really even pursue this?” I know we’ve had projects that we thought would be very successful, but they weren’t. But when you’ve only made a small investment, it’s easier to set it aside. “Okay, it’s not working. This is not what we need to do. Let’s move on.”  Yeah, I love that. Can you give an example where you invested in a process and really believed in it, and it turned out not to work, and then you had to pivot from it?  So the way we help banks and credit unions engage and cross-sell to their account holders is primarily through digital banking. We put up very personalized offers using data in the digital banking environment and use that real estate very effectively. It works like a charm. That’s what we do today. We did get a little sidetracked by expanding that into email, and we didn’t see the kind of growth we expected. So we tried to understand that. We did kind of an autopsy. And the difference is that when you log into digital banking, you’re being served something. The difference with email is that you’re pushing something out. It has its uses, for sure, but the particular aspect of what we had done in the product didn’t take off like we expected. So we just said, “Okay, let’s do more of what we can do within the digital banking environment.”  But that works for farming existing customers of the banks, right? Do you also help banks acquire new customers?  Yes. And that’s where email works, by the way. And so does direct mail, and so do digital ads. When you’re cross-selling to existing account holders, you have a lot of information about them. For example, if they rent a home, you would never give them a HELOC offer, right? But on the other hand, what we’re doing for new account acquisition is still using data. We’re looking at who the most profitable customers are that your credit union or bank has, and using that as the model to find more likely customers within a particular radius of their branches. So we are still using data, but in a different way and using different channels to reach them versus digital banking.  That’s fascinating. So what drives growth in your business?  Well, if you had asked me that question 10 years ago, I would have said innovation drives growth. But what we have found and learned over time is that innovation is an engine.Share on X Innovation, in a way, actually causes friction because when you innovate, you’re creating something new. So you first have to go out and educate the market. You have to make them understand that there’s a new way of doing things, and not everybody is open to change.  So if I go talk to a marketing professional and say, “Hey, here’s a new way of doing things. We’re using data.” I put myself in the place of that marketing person who is already constrained by bandwidth, who is already doing so many things, saying, “You’re bringing another new tool for me to learn and use? For what purpose?” While innovation is the engine, what we have learned is not to focus on the innovation, but to focus on the impact. And we do that by really working hard to get into the C-suite. So we are talking to the CEO, the COO, the Chief Digital Officer, or the Chief Technology Officer of these banks and credit unions, helping them understand the outcomes. What is it we do? We acquire new customers. We cross-sell to existing customers. We help you retain them. I receive these direct-mail solicitations from mega banks like Chase and Wells Fargo.  They’re paying me $900, $1,500 to open a checking account. It’s expensive to acquire new accounts. That’s just an example, right? So we are helping you grow through new account acquisition, but we also have a whole playbook for how you retain those new accounts that you acquire. So when you talk at the C-suite level, all of a sudden they’re not seeing a tool. What they’re seeing is an outcome. “How soon can we see results?” is the question we get asked. So we grow through a different way of selling what we do to these institutions.  So people don’t care how you achieve the result. They just want you to talk about the result?  Exactly. Especially the CEO. I mean, they don’t really care. They do care about things like data privacy, and we’ve addressed all of that. We’ve been doing this business for so long that data security is table stakes. But they care less about how you do it and more about why. So we have to talk to the individuals who care about the why rather than the how, although the how plays such a big part in building a business, right? But that’s what we focus on.  That’s behind the wall. That’s your problem, basically.  That’s right. That’s the secret sauce. We used to take great pains to explain the secret sauce at one point in time, but not anymore.  That’s interesting. So why do they listen to you? I mean, why do they believe that you can get these results? Do you show them testimonials, or how do you prove it?  We have over 200 customers now—customer contracts. It’s actually closer to 300. So we have a lot of testimonials and references that we can show them. We also let them know that there are barriers to using software like ours, such as, “Do I need to have somebody operate the software?” No, because part of what we offer is a managed service. We will operate the software for you using your branding and everything else that you have. So we’ve kind of removed all of the barriers. The biggest barrier today is creating awareness in the broader market, because this is a huge market.  And on my bootstrapping budget, I have to make sure people know that such a solution exists. What we find is that once we reach the decision-maker, it’s a fairly straightforward sale. I would say that if I’m constrained by anything when it comes to growth, it’s because I’m a bootstrapper. I watch every penny carefully, and I have built the company funded entirely by revenue. And one of these days that’s not going to be enough. But so far, so good. Yeah. Okay. So basically you create broader awareness of your products. You have all these testimonials and references. When you get in front of these decision-makers, you talk about the outcome and show them the results you can get.  And we have direct sales, right? I mean, we do call on, we have a couple of people. All they do is work the phones, emails, and LinkedIn to get us meetings in front of the right people. You know, also, Steve, in this day and age of everything digital, what we have found with banks and credit unions is that first important meeting with the CEO—we’re finding that doing it in person makes a huge difference. So that’s another thing that we do.  That’s interesting. So does that limit you geographically?  We’re having so much success with that model that it only helps us. More revenue means I can invest more in sales. So we are limited to the United States. We have customers on both coasts, a pretty good map of customers on both coasts, and in the Midwest. And there are some blank spaces, and we’re trying to address those blank spaces.  So you actually have people fly all over the country to meet with CEOs?  Yes. And it’s making a big difference. This is a change that we made not too far back. I would say maybe about 18 months ago or so, and it’s made a big difference for growth.  That is so interesting because after the pandemic, a lot of companies kept doing video sales calls.  As did we. As did we.  As probably you did as well. But the assumption was that there’s no point in traveling. It’s an extra expense and doesn’t make a huge difference. But you’re saying it’s the opposite—that it does.  Yes, it makes a huge difference. You’re talking to the CEO of a bank. Banks still have a more traditional generation of leaders. Even I didn’t believe it when I was first sold on this whole concept, but I’ve become a believer now. That meeting—the CEO not only is in the room with you, but brings in his or her key executives to talk to you. When you’ve made the trip all the way to Sacramento, they’re going to do that, right? So it’s made a difference.  So there’s a reciprocity involved. They see that you’re making the trip. Okay, then we might as well put more into it. And it’s kind of a self-fulfilling process.  And by the way, when you have more people in the room, you get more objections, but you’re able to address those in person. Yeah. Even if you have a video call with the CEO, if the CEO goes and talks to the CTO and brings up the objection, “You really need to worry about these guys and their data security,” we never hear about that. We just hear silence. We don’t know what’s going on behind the scenes. So you get that opportunity to address all of that kind of in person. And I think it actually works out more cost-effectively, surprisingly. Yeah, as long as those are resulting in deals.  Yes. So maybe that’s an inside thing, but I’m just wondering, what is the upside of something like that? If you convert one of the CEOs and they start using the system—maybe that’s a business secret—but what is the value of that conversion? Let’s say the 12-month value of that conversion that makes you want to do that trip.  So let me give you an example. We sell annual subscriptions with five-year terms. That’s a big deal, right? And when we sell five-year terms, it can become very significant. So we price based on the asset size of the financial institution because that kind of determines how large they are, how many branches they have, and how many account holders they have. So let’s take an institution that’s, say, a billion dollars. I’m just going to give you some rough numbers, right? For a five-year contract, you’re talking about $300,000 or so.  Okay. That makes sense. It’s definitely worth the trip.  Yes, it’s worth the trip.  Yeah.  The other way to have that personal interaction, which we have found to be very effective, is conferences—focused conferences. Many of these banks and credit unions have state leagues, regional leagues, or certain technology-focused groups that meet. And those are kind of the best venues to do our prospecting.  And then do you sponsor these conferences?  Well, we do. We’re very selective, but we have booths, and in addition to that, we may do some other sponsorships. Yeah.  Yeah. That’s great. So switching gears here, I’m really curious. What is something that you’re actively trying to figure out in your business? So if you had a magic wand and you could wave it, what would you want to fix in the next 12 months?  I’ve kind of told you that I’ve been a bootstrapper, and I’ve been a bootstrapper very intentionally. Because one of the things that I said I would do is that I wouldn’t be so stubborn as to never take any outside capital. But the thing that I wanted to figure out before taking external capital was what would give me a multiplier effect. So if I took a dollar in, how would I be able to multiply that? And I’m getting very close to figuring that out on the sales and marketing side. So if I had more dollars, and if I have a sales formula that I know works—that I’m confident works—then I should be able to take that formula, add those dollars, and simply add salespeople, right, to grow.  Scale it up, yeah.  So that’s kind of been the biggest issue I’ve had for the past, say, five years. But I would say that over the past 12 to 18 months, a lot of that has become clearer to me. And so I think I’m getting close to having that solved—to having that formula where I can say, “Okay, if I put in more dollars, I’m going to get X return.”  Yeah. Some people call this the coin-operated marketing and sales system. You keep dropping the coin and—  Yeah. Yeah. It’s taken me years to figure it out. I spent a lot of my early years at the company building a very robust technology platform because without that, everything else becomes secondary. And then I had this focus on, how do I get sales and marketing? And I’ve tried many things, and they haven’t necessarily worked, right? I’ve built up a customer base by slogging over time, but then you want that formula if you want to throw money at it.  Yeah. And that’s where I think I’m getting closer to getting there.  Yeah. And then marketing media is changing all the time. Different platforms come and go. Then you have different advertising formulas, and they burn out. So it’s actually difficult to stabilize it and make something that’s permanently coin-operated, so to speak. Yeah. And when we say everything is data-driven, it’s not just on the front end that everything is data-driven. We are able to tell the credit union or bank how many products we actually sold. What loans did you sell? How many auto loans? How many mortgages? How many HELOCs? How many credit cards? How many deposit accounts did you open each month that were influenced by our campaigns? We’re able to go back and tell them that. And what are the new balances you generated as a result of that? So it’s not about impressions and clicks. On the back end, we actually give them very deep data analytics so they can see, “This is the revenue I generated last month, and these are the new balances I generated last month.” And so that makes a difference, too.  Yeah. I saw on your website that many customers get a 500% ROI on their investment.  Yeah. Which only says that I’m charging them too little.  Yeah. Yeah.  No, but I mean, if you look at the balances and how they measure, we’re almost afraid to put the actual numbers out there. But we show them a growth grid that shows, month by month, here’s what you made using these campaigns. We can even show them what happens when they turn off the campaigns and what the impact is.  So in terms of bootstrapping, is that a strategy? Let’s say you figure out your scalable sales formula. Would you then go raise money, or would you still want to bootstrap?  If the revenue that I’m generating can be used toward growth, I won’t have to go raise money. But I won’t be so stubborn and silly that I wouldn’t take outside capital. I get calls all the time from investment bankers and capital firms. In fact, I was talking to one just yesterday, and I said, “I’m probably getting a bit closer to being open to capital. Give me another six months. By the end of the year, I should know.” So yes,  I would raise money if I had that sales formula, if I knew for sure. And I think part of this, Steve, is because I talked about my first failure as an entrepreneur. It was a very quick failure, but it was a hard one because I had taken money from friends and family, and it was used up, and they didn’t get much in return. When I had to shut down that company, I actually gave them shares in this company. I guess I got a bit burned, so I’m more resistant to taking outside capital until I’ve figured out what the solution is. But I think I’m getting very close. You get to a point where it’s silly not to take capital.  Yeah, because someone might copy it. You figure out a formula, and someone might copy it. Then they put more money behind it, they dominate the market, and you lose. Yeah. So that’s the only concern.  Yeah.  Yeah. If there are listeners who hear this and say, “Wow, I’d like to learn more because I’m involved with a financial institution, and we need to improve our sales, get more customers, and upsell more customers,” where can they find out more, and how can they reach you?  So our website has, I think, a wealth of information. So certainly they can go to our website just to learn more about the solution. They can contact us at success@deeptarget.com. That’s probably the easiest way to get a deeper dive into what we do and have that one-on-one meeting. And I think that’s the best way to learn more. Whether you’re interested in going forward or not, that’s the best way to learn.  Yeah. Okay. Well, definitely. I checked out the website, and it’s pretty informative. You get good visuals of what Preetha’s team is doing, and it’s pretty complex, I would say. There’s a lot of nuance to it, so I found it fascinating. So definitely check out deeptarget.com if you’d like to learn more. Preetha is also on LinkedIn, and you can email them at success@deeptarget.com. Any famous last words for the audience? Something that would help an entrepreneur who wants to bootstrap their business? What would you recommend they do?  I think starting a business is no easy feat, and I don’t believe in overnight success. It’s a journey. It’s been one of the most inspiring and interesting journeys, and probably the greatest learning journey, that I’ve been through. So I think you shouldn’t focus just on the end result or overnight success. Instead, come for the journey.  Yeah. You have to love the journey in order to reach the destination, right?  It’s tough, right? Yeah. It can be tough at times, but then you reach a point where it’s just the best thing.  Yeah. Well, that’s great inspiration for the founders listening to this. And if you enjoyed the podcast, then definitely follow us on LinkedIn, subscribe on YouTube, and give us a review on Apple Podcasts. And Preetha, thanks for coming. That was an eye-opening discussion. I don’t recall having many bootstrapper tech companies on the show, so this is definitely a new element for us and a really good perspective. So thanks for coming, and thank you for listening. Important Links: Preetha's LinkedIn Preetha's website Preetha's email: success@deeptarget.com

In the CYME booth at NAB in Las Vegas, Matthieu Kopp, Chief Technology Officer, previews the next Peakto release, highlighting support for much larger media libraries, expanded collaboration, guest sharing, and secure on-premise access without cloud uploads. He also discusses other features such as new culling tools, improved ingest control, subclips for video workflows, and how AI agents may shape future media asset management.  Show Notes: Chapters: 0:03] Introduction from NAB 2026 [0:43] CYME previews the next Peakto release [0:58] Supporting millions of media assets and larger archives [1:23] Expanded collaboration, access rights, and web interface features [1:53] Guest sharing, downloads, comments, and local Frame.io-style workflows [2:40] Access privileges for studios, reviewers, and outside guests [3:23] Security, peer-to-peer access, and avoiding cloud uploads [4:54] Library size limits, video indexing, and upcoming benchmarks [6:06] Working with multiple libraries and large content collections [8:06] New culling tools for photographers [8:36] Improved ingest control and pausing [9:17] Streamlined interface and differences between photo and video workflows [10:05] Subclips, fast editing needs, and support for Premiere or DaVinci workflows [10:44] Different creative personas and media asset management expectations [11:57] AI agents and future workflow possibilities [12:45] Where to learn more about CYME and Peakto [13:10] Closing from NAB in Las Vegas Support: Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect: Web:      http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices Mastodon:      https://mastodon.cloud/@chuckjoiner Facebook:      http://www.facebook.com/chuck.joiner MacVoices Page on Facebook:      http://www.facebook.com/macvoices/ MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice LinkedIn:      https://www.linkedin.com/in/chuckjoiner/ Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Weave Brings AI Into the Front Office for Healthcare Practices, Podcast, Rather than replacing the human relationship between patient and provider, AI can help practices respond faster, capture missed opportunities and manage routine communications more efficiently. The result is a better experience for patients and a more sustainable operating model for busy practices By Doug Green “Healthcare always has this very interesting intersection between human care and technology,” says Doug Green, Publisher of Technology Reseller News, opening a conversation with Abhi Sharma, Chief Technology Officer at Weave, about how AI is changing the way small and medium-sized healthcare practices communicate with patients. In this Technology Reseller News podcast, Sharma outlines how Weave is helping healthcare providers use AI to reduce administrative burden, improve responsiveness and create a more connected patient experience. For many practices, the front office remains one of the most pressured parts of the business, balancing phone calls, appointment reminders, payments, follow-ups and patient questions while also trying to deliver a personal experience. Sharma explains that Weave's approach is focused on practical AI that supports the daily workflow of healthcare offices. Rather than replacing the human relationship between patient and provider, AI can help practices respond faster, capture missed opportunities and manage routine communications more efficiently. The result is a better experience for patients and a more sustainable operating model for busy practices. The conversation also explores how AI can help healthcare organizations modernize without losing the personal touch that matters so much in care delivery. For technology resellers and service providers, the discussion points to a growing opportunity around communications, automation and workflow tools designed specifically for vertical markets such as dental, medical, veterinary and other appointment-based healthcare services. Learn more at https://www.getweave.com/

What if you could walk into a packed stadium, grab a drink, and head straight to your seat—without ever pulling out a ticket, your wallet or standing in forever lines? In this very timely conversation, considering the upcoming World Cup 2026, Rob is joined by Christian Lau, Chief Technology Officer of LAFC (Los Angeles Football Club of the MLS), and BMO Stadium in Los Angeles, who shares his leadership insights into how technology is transforming the fan experience at stadiums worldwide, blending AI, biometrics, and seamless design to create frictionless, memorable events whether it be sports, concerts or other events. Discover how innovative stadium technology and human centered design can redefine live entertainment and sports, and learn practical lessons for industry leaders who want to build the crowd-pleasing experiences of tomorrow.Feel free to follow and engage with GUEST here:LinkedIn: https://www.linkedin.com/in/christianlau/Instagram: https://www.instagram.com/christianmlau/Website: https://www.lafc.com/We're so grateful to you, our growing audience of entrepreneurs, executives, investors and community leaders interested in the human stories and leadership thinking of the Entrepreneurial Thinkers behind our growing entrepreneurial economies worldwide.As always we hope you enjoy each episode and Like, Follow, Subscribe or share with your friends because that's how we grow this show. You can find our shows wherever you enjoy your podcasts, at “Entrepreneurial Thinkers, with Rob Ryan”. Plug in, relax and enjoy inspiring, educational and empowering conversations between Rob and our guests.¡Cheers y gracias!,Entrepreneurial Thinkers Team.

In this episode of the Scrum.org Community Podcast, Dave West is joined by Tony Hinkley, Chief Technology Officer for Avanade UK. Tony brings a rare combination of perspectives: seasoned engineer, Professional Scrum Trainer, and senior technology leader helping some of the world's largest organizations navigate AI adoption. Together, Dave and Tony dig into what AI is really doing to product teams, Scrum practices, and knowledge work at large. This is an honest, experienced, and energizing conversation about where we are, where we're headed, and what it means for everyone who cares about delivering value professionally and sustainably.Key TakeawaysAI has disrupted professional services more than almost any other sector because knowledge, the core asset of consulting and IT services, is rapidly becoming a commodity. That's a wake-up call for all knowledge workers.Scrum Teams are seeing real productivity gains from AI  but those gains have moved the bottleneck. It's no longer about how fast developers can write code. It's about the quality of intent, requirements, and context being handed to the tools.The principles behind Scrum haven't changed but how you implement them must. Your Definition of Done, for example, may now be enforced by an agent rather than a person. Are your standards clear and documented enough for that to work well?Specialists get significantly better results from AI than generalists. First-principles thinking, clean code habits, and a strong sense of what "good" looks like are more valuable now than ever, not less.Context is the new currency. Giving AI tools access to well-structured, well-governed organizational data and standards will unlock far more value than simply upgrading to the latest model.Leaders face a real choice: use AI to cut costs, or use it to grow. Tony's strong recommendation is to invest freed-up capacity into the parts of your product organization that have always been under-resourced, strategy, ideation, stakeholder engagement, and product thinking.Data governance isn't a dirty word anymore, it's a competitive advantage. Organizations that get serious about data quality, classification, and security will be the ones that get the most from AI. Garbage in still means garbage out, and the consequences are bigger than ever.Mid-market companies should pay close attention. AI is leveling the playing field in a meaningful way, giving smaller organizations the ability to punch well above their weight in product delivery.If you're feeling uncertain about your place in an AI-enabled world, start by embracing the tools. As Tony puts it: AI won't take your job, but someone who knows how to use it well might.

Geothermal energy has long been seen as a promising, but challenging, clean energy resource. Unlike wind or solar, geothermal requires finding heat hidden deep underground, often with little surface indication of where to look. Joel Edwards, co-founder and Chief Technology Officer of Zanskar, joins Climate Rising to explain how advances in geoscience, data science, and machine learning are transforming geothermal exploration. By combining publicly available geologic data with modern modeling techniques, Zanskar is working to reduce the risk and cost of finding new geothermal resources. The conversation explores how geothermal systems work, why exploration has historically been challenging, and how Zanskar's approach is enabling “blind discoveries”—finding viable geothermal resources that lack surface expressions such as hot springs or geysers. Joel also discusses the economics of geothermal, the role of data centers as a potential catalyst for growth, and what it will take to scale the industry.

In this episode of Leader Generation, Tessa Burg talks with Tariq Hassan about what it really takes to modernize a business for the AI era. Drawing from leadership roles at agencies, Hewlett-Packard (HP), Petco and McDonald's, Tariq shares lessons from leading transformation at some of the world's biggest brands. They explore why success with AI is not chasing the newest tools. Instead, it starts with understanding the problem you're trying to solve, organizing your business around customer needs and using data in ways that build trust—not just transactions.  Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Guest: Tariq is a transformational, global business leader whose career sits at the intersection of culture, sports, commerce, and technology. With more than 25 years of experience spanning Fortune 50 companies to fast growth startups across a wide range of categories. He's recognized for modernizing organizations through digital transformation and harnessing culture to drive relevance required to grow in a digital economy. Tariq has served as U.S. Chief Marketing and Customer Experience Office at McDonald's and Petco and has held global leadership roles at Bank of America and HP. Today, Tariq is Founder and CEO of Light21, an advisory firm helping startups and Fortune-scale companies modernize marketing through AI and data platforms to create digitally enabled customer ecosystems. He also serves as a Google CMO-in-Residence while advising emerging technology and sports ventures. He can be reached on LinkedIn.  About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

In this podcast episode, Dr. Jonathan H. Westover talks with Shea Belsky about neurodiversity in the workplace.Shea Belsky is an autistic self-advocate. He is a Tech Lead II at HubSpot, and the former Chief Technology Officer of Mentra. Shea brings several unique perspectives to the discussion on neurodiversity: He is the manager of neurodivergent & neurotypical employees, has reported to neurodivergent & neurotypical managers, and has advocated for the needs and wellbeing of all who seek to be heard and understood in the workplace. Shea has championed neurodiversity for organizations like Novartis, the College Autism Summit, Northeastern University, in addition to being featured in Forbes and the New York Post. He also hosts his own podcast, Autistic Techie, empowering neurodivergent self advocates to feel more confident in the workplace and ready to take on the day to day challenges of their job. He's excited to share his perspectives on neurodiversity and how to be a meaningful ally and advocate!https://www.amazon.com/Brainstorm-Guide-Neurodivergent-Talent-Future/dp/1394388772https://autistic-techie.com/https://www.linkedin.com/in/sheabelsky/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Keith speaks with Anthony Vinci, CEO of VICO, about how AI is changing decision-making for founders, investors, governments, and financial institutions.Anthony's background spans intelligence, national security, investing, and artificial intelligence. Before founding VICO, he worked at Cerberus Capital Management, Bridgewater Associates, and served as the first Chief Technology Officer at the National Geospatial-Intelligence Agency.The conversation explores how AI is moving beyond chatbots and becoming a real decision-making layer for businesses.Anthony explains why the future is not about replacing human judgment, but improving it through better frameworks, probability forecasting, and scenario planning.They discuss:Why AI alone is not enough without human judgmentHow VICO combines LLMs with mathematical forecastingThe difference between information and decision intelligenceWhy founders need better frameworks for uncertaintyHow AI is reshaping risk assessment and strategic planningThe future of building companies in the AI eraThis episode is a thoughtful look at what happens when AI moves from generating answers to helping people make better decisions.Connect with Anthony Vinci: Website: https://vico.io/ LinkedIn: https://www.linkedin.com/in/anthony-vinci/Book: https://www.anthonyvinci.com/ Sponsor Info: We are strategic business advisors with decades of leadership experience and a proven track record of driving businesses' growth. We specialize in creating custom-tailored strategies to introduce your company, drive growth, build leadership teams, and ensure companies implement appropriate compensation programs. Our mission is to utilize our expansive network to benefit your company https://www.compass-strategic-advisors.com/ Subscribe for more founder insights and hit the bell for notifications! Follow us on our channels for exclusive startup content and behind-the-scenes insights from interviews like this one. Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD?si=f5a14e779777487d Apple Podcasts: https://podcasts.apple.com/ca/podcast/liftoff-with-keith-newman/id1560219589 Substack: https://keithnewman.substack.com/ Newman Media Studios: https://newmanmediastudios.com/ LinkedIn: https://www.linkedin.com/company/liftoffwithkeith For sponsorship inquiries, please contact: sponsorships@wherewithstudio.com#ArtificialIntelligence #AI #DecisionMaking #Leadership #Entrepreneurship #RiskManagement #FounderMindset #MachineLearning #StartupGrowth #FutureOfWork

With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary Estate planning has traditionally operated outside the core advisor workflow—handled through attorneys, revisited infrequently, and often disconnected from the broader client relationship. Louis speaks with Rafael Loureiro, Co-Founder and CEO of Wealth.com, about how AI is beginning to change that model. The conversation explores how advisors can use tools like Ester to surface planning gaps, stay ahead of client changes, and deliver a more continuous planning experience. For advisors, the broader implication is strategic: as investment management becomes increasingly commoditized, integrated planning and ongoing coordination may become a far more meaningful differentiator. The Storyline Most advisors already discuss estate planning with clients. The challenge is what happens next. In many cases, the process still moves outside the advisor relationship: clients are referred to an attorney, documents are created, and the estate plan becomes something revisited only after a major life event or liquidity event forces an update. Louis and Rafael explore why that structure is starting to break down. Rafael's own estate planning experience following the sale of Emailage to LexisNexis exposed how fragmented the process could feel, even for highly engaged clients working with sophisticated advisors. That experience ultimately became the foundation for Wealth.com and its AI-powered planning platform, Ester. The discussion focuses less on AI as a headline topic and more on how it changes advisor workflow in practice—from document interpretation and planning summaries to surfacing next actions and helping advisors stay proactively engaged as client circumstances evolve. For advisors thinking about the future of planning, the conversation raises a larger question: if financial planning itself becomes increasingly standardized, where does the next layer of differentiation come from? Topics Covered Continuous estate planning AI-powered advisor workflows com and Ester Advisor-led estate planning Family office-style client service Trust and estate attorney collaboration Estate planning for mass affluent clients AI agents in wealth management Dynasty Financial Partners integration Advisor differentiation beyond investment management > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why did Rafael decide to build Wealth.com? (06:04) Rafael explains how his own estate planning experience after a liquidity event exposed major disconnects between advisors, attorneys, and clients. Why did Wealth.com choose an advisor-led model instead of direct-to-consumer? (14:28) The platform was designed around the belief that advisors (not marketing campaigns) are best positioned to initiate estate planning conversations with clients. What does “continuous estate planning” actually mean? (20:13) Rafael describes a system where client life changes, tax events, and asset activity can trigger proactive advisor engagement rather than periodic document reviews. How does Ester move beyond document summarization? (32:30) The platform now identifies planning opportunities, prepares tasks and reports, and increasingly helps advisors automate portions of the planning workflow. Why are enterprise firms and large banks adopting platforms like Wealth.com? (24:57) Many firms were already producing estate planning summaries manually for ultra-high-net-worth clients. AI allows those capabilities to scale much more efficiently. How should advisors think about the role of trust and estate attorneys going forward? (26:50) Rafael argues that AI enhances – not replaces – the attorney relationship by improving efficiency and reserving more sophisticated matters for specialized legal expertise. What may differentiate advisory firms as planning becomes more commoditized? (38:02) The discussion points toward responsiveness, coordination, personalization, and deeper client integration as the next major competitive layer for advisors. Key Takeaways Rafael believes estate planning is shifting from a one-time legal exercise to a continuous planning process supported by AI and advisor engagement. Wealth.com was intentionally built as an advisor-first platform rather than a direct-to-consumer business. Ester's AI capabilities now extend beyond summarization into identifying planning gaps, surfacing opportunities, and preparing advisor workflows. Many firms are using estate planning as a way to deepen relationships and expand into more family-office-style service models. AI may allow advisors to serve more clients while maintaining a higher level of personalization and responsiveness. Trust and estate attorneys remain critical for complex situations, but AI can improve efficiency and help clients arrive better prepared. Advisors who fail to expand beyond investment management risk competing in an increasingly commoditized landscape. https://youtu.be/BDI6XbEz_4E Quotable Moments “When AI moves from simply organizing information to helping drive decisions, estate planning stops being a periodic task.” “Investment management is becoming table stakes. Financial planning is becoming table stakes.” “Why does it have to be that way? Now with AI, why can we not have continuous estate planning?” “It is the intangibles.” “My goal is to empower the advisor.” Related Resources Human Intelligence in the Age of AI: Why Recruiters Still MatterArtificial intelligence can analyze firms and deals. It can't replace the insight and advocacy that help advisors make the right move. The Future of Prospecting: How AI Is Powering the Next Era of Advisor GrowthFINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management. Rafael LoureiroCo-Founder and CEO Rafael Loureiro is a technology entrepreneur and product-focused executive with more than 20 years of experience across startups, growth-stage companies, and Fortune 500 organizations. He is Co-Founder and CEO of Wealth.com, a leading estate and tax planning platform powered by proprietary AI and purpose-built for financial institutions. Under his leadership, Wealth.com has expanded into a comprehensive planning platform, embedding deterministic AI to deliver precise, auditable outcomes across estate and tax workflows. Prior to founding Wealth.com, Rafael served as Chief Technology Officer at Emailage, a global fraud prevention SaaS company acquired by RELX in 2020. He is a member of the Forbes Finance Council and has been recognized across the industry, including CEO of the Year honors and Forbes' Top AI Founders to Watch. Originally from France and raised in Brazil, Rafael now resides with his family in the Phoenix metro area. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com A conversation with Louis Diamond and Rafael Loureiro, Co-Founder & Chief Executive Officer at Wealth.com. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com. It’s a conversation with Rafael Loureiro, the firm’s Co-Founder & Chief Executive Officer. I’m Louis Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wire house, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned, and each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: In the wealth management world, estate planning has largely lived in a separate lane. It’s a topic advisors may raise with clients then hand off to an attorney and eventually a set of documents come back, filed away, rarely revisited, and often disconnected from the rest of the planning process. That structure has been in place for a long time and for the most part, it’s gotten unquestioned, but when you step back, it creates a gap between what do clients expect from their advisor and what actually gets delivered when it comes to estate planning. Rafael Loureiro, co-founder and CEO of Wealth.com, ran straight into the gap after a planning event of his own which should have been a coordinated process, felt fragmented, manual, and surprisingly opaque. And likewise, I recall the same type of disjointed experience in my own estate planning process. It’s experiences like these that became the starting point for building Wealth.com. What makes this story interesting isn’t just that they’re using AI but how they’re using it inside the estate planning process, and it’s how AI allows the model itself to change from a one-time legal event to something that evolves alongside the client, from static documents to a system that can actually interpret, update, and surface what matters, from a disconnected handoff to something the advisor can actively lead. In my conversation with Rafael, we get into how that plays out in practice, how tools like Ester move from summarizing estate documents to identifying gaps, to prompting next steps, and eventually preparing action on behalf of the advisor, because when AI moves from simply organizing information to helping drive decisions, estate planning stops being a periodic task and starts to look more like a continuous part of the advice process. So let’s dive in. Rafael, thank you for coming on our show today. Rafael Loureiro: My pleasure, Louis. Thank you for having me here. Louis Diamond: Of course. Let’s jump in and in researching you and speaking to you in the past, I got to admit, you had a very different path into the wealth management industry probably than anyone I’ve ever interviewed. So can you walk us through your background briefly and early professional endeavors? Rafael Loureiro: Absolutely. The accent that you hear is Brazilian. So I’ve been in the US for 25 years. I’m a software engineer by trade, came here as a HMB, been involved with different companies over the years and then most recently before Wealth.com. I was a chief technology officer with a fraud prevention company, nothing to do with wealth management, but by selling that company, it’s how the Wealth.com story started. Louis Diamond: Perfect. And I was referring to also some of your early career endeavors even before founding your last company, if you’re comfortable sharing that. Rafael Loureiro: Yeah, absolutely. I’ve been involved with four different startups in different spaces. One of them was in, if you remember all the way back to 2008, the real estate prices, the first startup with foreclosures. So when houses went into foreclosures, me and my partner, we created a system to index that. I also had work on a photo album company. It became a lifetime business. It’s still running. I was the CTO and I did my share of consulting. I used to work for Accenture, Avanade, and then a home builder Fortune 500 companies. So I have a ton of experience in the technology space before Wealth.com. Louis Diamond: Perfect. And you mentioned the last business that you started that I believe sold to LexisNexis. Can you walk through what that business was? Rafael Loureiro: Yeah. So I did not start the business. I joined the business before Series A. The person that started the business, Rei Carvalho, he’s actually Wealth.com chairman. So the team is still together. The US, San Francisco, New York, offices in Sydney, Singapore, London. We serve clients like Coinbase, grew very fast and then got acquired by LexisNexis in 2020 during peak COVID. Think about, we literally signed the documents, popped the champagne on March 2020. No vaccine. Louis Diamond: Oh, my God. Rafael Loureiro: We literally popped the champagne and we all went back home to work from home because that was the guy that’s from LexisNexis. Through that experience, selling a company, one thing you usually do, it’s a big liquidity event and estate planning is always related to big moments. You get married, someone in your family die, you have a new kid, you have a liquidated event. So I work with a financial advisor. They’re amazing. They helped me with financial planning, wealth management, saved me a lot of money insurance. But when it was time to do the estate planning, Louis, my experience was, “Hey, Rafael, we always work with this lawyer, go talk to the lawyer.” And then it was a completely broken process. First, because it was COVID and I had to go see the lawyer face-to-face. That was weird right there. Second, because I was expecting the lawyer to know everything about me because my advisor knows everything about me, know about my life situation, know about liquid event, know about my kids, rental houses, everything and then the engineer. I know what I told the lawyer, but do I know for sure that everything I told the lawyer end up in the document? No, I don’t. Long story short, otherwise it is a long story, we’re having a virtual coffee. I don’t know if you remember everyone, big beard, long hair, everyone working from home, and then somehow all the Emailage C-level team and founders, the co-founders, we start complaining about state plan. Even another example, my chairman, the Wealth.com chairman, Emailage CEO, Rei Carvalho, he was like, “Hey, Rafael, I’m done with the summer heat in Arizona. I’m moving to Denver. I’m going for cooler weathers.” Literally the moment he moved to Denver, he gets a call from his estate planning lawyer, welcome him to Denver and saying, “Hey, we need to update your documents. “But I just spent thousands of dollars creating my documents.” “Yeah, but you live in a new state, you have to optimize your documents.” At that moment, Louis, we’re like, “Where there’s a problem, there is an opportunity,” and the company was born. Louis Diamond: I find the best company origin stories, it’s you have that, you have a personal experience or a moment where you have a realization that there’s a problem that you have that others might have as well, so let’s create a business around solving this problem. It was legitimately at that point, it wasn’t a long burn, we’re going to research, we’re really going to think about this, it was just all of the core team that was fortunate enough to have a big liquidity event were complaining and commiserating about a similar problem on estate planning and then that launched into, let’s build a company, let’s build a platform, a product to solve this problem? Rafael Loureiro: Yes and no. We saw the opportunity. We had just finished selling a company. It takes a lot from you and your family to create a company and to sell a company. Before we started a new company, we said, “Hey, look, we feel like there is something here, but let’s do the proper groundwork, make sure that the market is right, that there is a need that it’s not only us complaining about these.” I’m going to say that we spend a good three month, we have vision document together, doing a market research and then we got excited. Literally my wife who was not super excited in the beginning said, “You guys just sold a company. You’ve been racing 100 miles an hour for the last seven, eight years and you guys going to do this again.” But I love it. It’s part of my DNA. I love the challenge. I love to build and it is a big problem. When you look at the US market, 67% of the population don’t have estate planning. You have to ask yourself, why? Is that because it costs too much money? Is that because people don’t know enough about estate planning that they don’t do it? Is that because people don’t have to think about that? So the opportunity is there. We did the groundwork. We got the team together, at least some of our eight players. We went to Altus Capital, that’s the same venture firm that led the Emailage series B and we said, “Look, we have a vision, we have a team and we believe the market is ready for it. There is no dominant player and it is blue ocean.” And then they gave us the initial funding, them and my chairman, and then we went from having an idea to launching the product in May 2022. Louis Diamond: Wow, that’s amazing. Before we dive into the rapid growth and what the platform looks like, et cetera, can you just give us a quick overview of what Wealth.com looks like today? Who are you serving? Who are you selling to and where does it fit into an advisor’s value proposition or their advice stack, if you will? Rafael Loureiro: Absolutely. So Wealth.com we empower financial advisors to provide a family office experience to their clients starting with estate planning and tax planning. What I’m trying to solve, Louis, is my situation. I want my financial advisor to be the hub of my needs. So if the need is financial planning, wealth management, insurance, estate planning, tax planning, I need my financial advisor to be aware of all these verticals, right? Because I know if something happens to one of us, my financial advisor is my person. He or she’s going to get my call from my wife and say, “Hey, am I all right?” I want to empower the financial advisor with all the tools to provide that family office experience to their client. So that’s first, we started by providing doc migration. So think of this, you are mass affluent client, between half a million dollars all the way to 10 million dollars. You don’t have your revocable trust, your will, your power of attorney, your advanced healthcare directive, your guardianship documents. We do that. We create those documents. You go to the workflow on the Wealth.com platform if you have an advisor, I need to make that clear, we’re not direct to consumer business. You have to have an advisor. So you go to that workflow and at the end of the workflow, you get the documents. Those are legally optimized, all the documents. The document you get in California is going to be completely different from the document you get in New York, from the document you get in Florida. I just want to make that point clear. What we noticed, Louis, working with these advisors is if you look at the average advisor, if you look at his or her book of business, 80% is mass affluent. So think lawyers, doctors, firemen, 20% high net worth. Usually the high net worth clients, ultra-high network clients, they already have the documents. They already paid $20,000 to have those documents draft and we were not doing anything for them. So in 2022, we had that light bulb moment even before LLMs. OpenAI launched in 2022, we actually used the Bertha model before OpenAI, but I know I’m digressing. Let me get back here. So I was not doing anything for these high net worth, ultra-high net worth clients. So we had this idea, what if we use AI to read their existing plans, all their grants, LATs, all this sophisticated irrevocable trust, connect to all their assets and then provide a summary of everything they have in place? So that was the idea in 2022. Can we do it? And we did it and that became Ester and that became our family office experience. So just to summarize, we help the advisor clients regardless where they fall in the wealthy spectrum. They don’t have the estate planning documents, we create them. If they already have the estate planning documents, we use AI to read this documents, summarize them and provide insight and observations. “Hey, here are ways that you can optimize these documents.” That’s what we do. Louis Diamond: It’s so valuable. I wish I met you a month ago because I went through a very expensive estate planning exercise with an estate planning attorney and my own personal experience is exactly the same that you had. It’s expensive. I have no idea what I was signing. It was a long questionnaire and it wasn’t driven necessarily by my advisor. They gave me the idea to get updated estate plans, but it was a disconnected process. So this makes a ton of sense. I think let’s pull on the thread of being a direct to advisor company rather than trying to pull an end around the advisor and going directly to a consumer. Why was that an important design decision for you? Because I would assume the total adjustable market might be a little bit bigger if you’re going direct to a retail client that may or may not have an advisor versus going directly to a business, an RIA, a wealth management firm, et cetera. Rafael Loureiro: Yeah. What we notice working within these spaces, something triggers you to do your estate planning. I’m not going to ask why you decide to do yours now, but usually it’s related to death in the family, a kid going to college, you buy a new house, you have a new baby, you’re getting married, you get a divorce. Direct to consumer, you have to find the client at that moment for them to consider estate planning as an important thing to do. There’s actually surveys. I think Fidelity put a survey out, that says family is the main reason why people do estate planning. And the second reason is the advisor. So if you work with a financial advisor, most likely he or she’s going to make you do your estate planning. So we did not want to be on the direct to consumer place spending millions and millions of dollars in marketing. We’d rather spend millions and millions of dollars in AI and technology and serve the advisor and empower the advisor to have this conversation and go to you and say, “Hey, Louis, how is it possible that you don’t have your estate planning document? Let’s do this now.” And I know this is uncomfortable. There’s another survey that came out recently saying that some of the advisors don’t want to talk about that. It’s still a hard subject to approach, but we have to have this conversation. Louis Diamond: I would say it almost sounds like an advisor not wanting to talk about their fees. Let’s not talk about that because it’s uncomfortable and no one wants to hear about it. Rafael Loureiro: Oh, you have to have it because they saw a huge lack of education. For example, one thing that we come across all the time, and I know it’s minor, is kids going to college. “Oh yeah, my daughter’s going to college. I don’t have to do anything.” Yeah, you do. She needs an advanced healthcare directive because if you don’t have one and something happens to her, you cannot just go to the hospital and ask for information. They won’t give it to you. We need to educate our clients. We need to do a better job. And I think advisors play that role and we want to empower them to talk about estate planning and tax planning. Louis Diamond: It makes sense. It’s a brilliant strategy because instead of advisors selling against Wealth.com as like, “I can do better and I have a estate planning guy I can refer you to,” it’s you’re working alongside them and you rely upon the advisor to provide the education to be the trigger moment. And I know again, from personal experience, if my advisor didn’t suggest that I should update my estate planning documents because I moved states, I wouldn’t have done it. It’s not like a fun thing to do. It’s an expense, et cetera. So that makes a ton of sense. You’re partnering with the hub or the influencers, if you will, of who’s driving estate planning in this country. It’s a great strategy. Rafael Loureiro: And you said something very important and I want to highlight, the world is very different after COVID. Before COVID, some of these advisors, all their clients were in the same city. I had one estate planning lawyer to help my clients, right? But now with after COVID or during COVID, people moved. “Oh yeah, I’m not living in a farm. Oh, I moved to Montana. Montana is beautiful. I saw Landman or Yellowstone. Now I’m leaving Montana. Landman is in Texas.” How? Now you don’t have estate planning lawyer in Texas. You don’t have estate planning lawyer in Montana. With the right partnership with Wealth.com, now you can serve all your clients regardless where they are in the US because we are present in every jurisdiction and we have lawyers in every jurisdiction. So we empower you to serve clients regardless where they are in the US. Louis Diamond: Very cool. And how about the pricing model? You don’t have to say what it costs, but is it one license that a firm is buying on behalf of their entire client base or is there an incremental cost for each client? And I’m throwing a lot at you. And then third part of the question is, are you seeing advisors charge directly for the Wealth.com estate planning output or are folks wrapping it into their fee as just a value added service as part of their planning and comprehensive wealth management process? Rafael Loureiro: Very good question. My goal, our goal, has always been we want to make estate planning available, democratized estate planning, make it more accessible to the population. So the way we charge is we charge the advisor annual recurring fee. We do not charge per document. I want you to provide estate planning to all your clients. That’s our goal. I don’t want you to think, oh, but that’s going to cost me money. No, all your clients set them all up with estate planning. Are they charging? It depends. So the way I’m going to say this is, I’m going to say that 60% of my advisors are charging not for the documents because they’re not lawyers, they’re charging to help educate you on estate planning. You as a client, you have to go to the process yourself to get the documents. So that’s where an advisor would send an invitation to Wealth.com. You and your wife or your partner, you’re going to go to the workflow and you’re going to get the document at the end. But the advisor is going to set up a call with you, the advisor is going to help you collect the documents. The advisor is going to educate you why estate planning is important. And some of them are charging for this. Some of our advisors, more on the high net worth, alternate high net worth space, you already charge a very good fee to provide your service so they probably provide Ester output, I should say, as a value added service. It depends on the use case. Louis Diamond: Makes sense. So I’ve heard you talk in interviews about a major gap in estate planning between client expectations and what a client is expecting, hoping to get with estate planning, especially when it comes to interacting with their financial advisor and what is actually fundamentally delivered by advisors. So I’m curious, why is there a gap and why do you think that gap has existed for so long? Is it as simple as people don’t like talking about death and it’s expensive or is there a deeper answer? Rafael Loureiro: I think it’s all of the above and your experience is amazing. You pretty much, you are the typical client. You took long to do it. It costs you a lot of money. You’re now like, next time you have to do an update, you’re going to wait five to 10 years to do it because we spend thousands of dollars to get it updated. Why does it have to be like that? And now with AI, and that’s what I think is going to change a lot in the next five years, is why can we not have continuous estate planning? What I mean by that is work with your advisor. I have connection to all your assets. I have connection to CRM. I have connection to your bank account. If you give me access, I don’t need password, but you can actually connect all your assets, I have connection to the portfolio management platform. So as you live your life, as you get married, as you buy a property… You finally decide to buy a property in Tahoe, I get these pings and then I can empower your advisors to say, “Hey, go talk to Louis and say, hey, it’s time to update your estate plan.” Or a rental property outside your home state in California, you need to update your… Or he has just crossed a tax threshold or he just got married or he just had a new beneficiary. My goal is to empower the financial advisor to provide more and more value to this relationship. I’m not trying to replace the financial advisor, but I’m trying to empower him or her to give you more value so him or her becomes more critical for your relationship. Why people haven’t done estate planning I think is a lack of education, is the fear of the cost. “Oh, I have to talk to a lawyer. Oh my gosh, that’s going to cost me $5,000.” I want to make this easier. I want to make this simple. I want to empower the advisor to demystify estate planning and tax planning, make it more accessible, bring the estate planning more to the middle. What I mean by that is why is this estate planning exclusive to the high net worth, ultra-high net worth? Because in that space, 90% of the people have estate planning, 90% of the people. It’s the fear of the cost, I think, and then people don’t want to think about that. Louis Diamond: Yeah. I think that’s exactly right. Yeah. It very much sounds like it’s a win-win. It’s like a next best action type event where you’re giving an advisor on a silver platter a way to add value, which is what I think every advisor wants to do and then it’s a massive value add to the end client. My guess is you don’t have much friction in delivering those sorts of insights to advisors that they can then deliver to their clients. Rafael Loureiro: I would say if you’re not doing it, there is a big risk. You’re going to lose your clients to people that are doing it and they are providing the family office experience. Yeah. Louis Diamond: Yeah. What about the competitive landscape for Wealth.com, whether it’s other FinTechs that are attempting to do something in the space or even just the legacy advisor, the estate planning attorney in town or an advisor’s preferred T&E attorney. How do you think about the competitive landscape in the trust and estate world today? Rafael Loureiro: There are competitors. From day zero when we came in, there were competitors. I don’t see an incumbent. I think now we have became the incumbent. I think there is a segment of the market, just to paint a picture, one third of the advisors are going to retire in the next 10 years. So there is a segment in the market where to your point, they already work with a estate planning lawyer. That’s not a bad thing. They’re like, “Oh yeah, I get leads from this lawyer. My clients are all located in my neighborhood. I don’t need to provide out of state estate planning,” then we’re not going to get there.” But at the same time, if you look at our growth, we’ve been growing and that’s why we just raised a series B, our growth is out there to prove it, we’ve been tripling the company size every year. There’s a need, there’s a demand. Financial advisors are waking up. They are in a very competitive market. They need to provide more to the clients because I feel like investment management, it is becoming table stakes. Financial planning, it is table stakes. So what else can I offer my clients? And that’s why you see some advisory firms offering BillPay. I file your taxes. I’ll get your estate planning done. You got to differentiate yourself. We’re seeing the need. If you look at our penetration, we have now 2,000 firms on the platform and the firms go from independent, a small SMB advisor with one or two advisors in the office, all the way to the top three, three out of the top five banks in the US. We are there, right? Louis Diamond: Wow. It’s interesting. Let’s talk about that. So on the bank side, it’s typically not a segment that is ripe for technological disruption or external tools like this to come in and make a dent. How are banks and very large platforms thinking about Wealth.com? Is it a similar kind of buying journey or decision that an individual RIA or an individual advisor would make or is it a little bit different? Rafael Loureiro: It’s a little bit different. So without mentioning names, these banks, some of these banks that work with high net worth, ultra-high net worth clients, they were providing this summary report that Ester put together, they were, before Esther, but it was taking them 30 to 50 hours. All human labor to put one together, Excel, Visa, PowerPoint, 30 to 50 hours. Even to these very expensive, very wealthy clients, they were only doing once a year. “Hey, here’s your report.” “Oh yeah, but I just sold the house in St. Barts. Can I get a new update?” “No. Next year you’re going to get the update.” I’m not even kidding. It was serious. So they were doing the work, but it was all labor-intensive. Now with Wealth, a much better output, I should say, it’s take minutes. And instead of only reserving these to the very, very wealthy clients, now they can go downstream and offer this to their mass affluent clients and then high net worth clients. They’re all seeing the need. They’re all waking up because they were doing the work, but it was all labor-intensive, like I said, all manual before and they want to automate. Louis Diamond: Very interesting. I definitely want to spend some time talking about Ester. You mentioned it a few times, but before that, I’d say two very real strategic areas that a firm might take on when it comes to estate planning. The first one is a lot of very successful advisors, they cultivate amazing COI referral relationships with attorneys and usually the attorneys are T&E attorneys for obvious reasons. Have you gotten pushback or have you seen that because of Wealth.com, these advisors now are referring less business to these high-powered trust and estates attorneys and then they’re not able to grow their business as much in return. That’s one question if you can weigh in. Rafael Loureiro: I have not heard that. And just to clarify, I think with Wealth, having Wealth as part of your tool framework, you’re going to be able to serve more clients and still leverage your trust estate attorney. And I’ll explain how. For example, we know how to stay our lane. So let’s say you go into the workflow and as part of the workflow, you say, “Hey, I have a special needs child.” At that moment we say, “Stop. Let me put you in touch with a lawyer.” You can decide to use your own lawyer or you can use one of in our network. We have lawyers in every jurisdiction, but it’s up to you. We focus on the revocable trusts and the wealth. If your client requires something more sophisticated, you can still use Wealth.com to map out the client’s situation using Ester. You’re going to be able to see everything they have in place at that moment and then use your relationship, your trust and estate lawyer to make the document update. So I think what we are doing is reserving the most complex case for the trust and estate lawyer if a document needs update, but I don’t think you are breaking that relationship. That relationship will stay there and you’re still going to have that lead exchange, but I don’t have any numbers to answer your question. Louis Diamond: I think that makes sense. It’s not like with Wealth.com, at least not yet. It’s not like there isn’t a role for a T&E attorney and especially for more complex esoteric type situations, an advisor could still refer some of their relationships to a T&E attorney, but they’ll come armed with better information. And also with more clients getting involved with estate planning, there’s also conceivably more opportunities that they can refer out to an estate planning attorney in turn. Rafael Loureiro: Can I use that? You did a much better job than I did. Exactly. Exactly what you said. The difference is now your advisor, your clients are going to be much better informed, that they know exactly what they need from the lawyer. So yeah, 100%. Louis Diamond: Perfect. And then the other one, which is I’d say less commonplace, but it’s a trend. The trend, and you hit on it, that as investments are becoming commoditized or not as differentiated, advisors are being called on to offer more and more services, whether it’s tax preparation in-house or bill pay or picking up clients’ dry cleaning, et cetera. But I think a big area that I’ve seen firms invest in is an in -house trust and estate attorney. Do you think Wealth.com is taking some of the sizzle out of that in-house service or is it just different? Is it two different use cases? Rafael Loureiro: It’s two different uses cases and we actually sell to that use case where if you have your trust estate attorneys in-house, we actually leverage them and they become users on the platform. Going back to my previous answer, now with Wealth.com, you’re going to be able to serve more clients with estate planning. You can actually route some of the use cases back to your trust estate team through Wealth.com. They do whatever they have to do and then you’re able to serve more clients. An example, trust and estate lawyers, they had to read the documents before Wealth.com. They would spend countless hours reading a hundred-page documents. Now with Esther, we do the summarization. We show your trust estate team where all the information was extracted. So instead of reading one document per hour, you’re going to be able to read three documents per hour and visualize the client estate plan and be able to optimize it because we’ve provided insights and suggestions and then the trust and estate lawyer can provide their own and say, “Hey, no, I agree with this one,” or “I think we should also do this.” I think you’re going to optimize the use of your trust estate team. You’re not going to get rid of them. No. Louis Diamond: It’s more so you’re automating the high value differentiated work. It also kind of sounds like, I don’t know when eMoney or MoneyGuidePro came into the mainstream, but it’s almost a difference between a paraplanner for a firm, manually creating pie charts in Excel and PowerPoint and analyzing a bunch of stuff and then eMoney and MoneyGuidePro and NaviPlan and all these companies come about and all of a sudden a lot of the work is automated. And it’s not like a paraplanner is out of work. They just become the experts, the users of the platform and they can allocate their attention to higher value, more bespoke work rather than we’ll say more of the factory kind of below the line things that was taking up a lot of their time. Rafael Loureiro: Absolutely. I like to use the analogy of the shoemaker. In the past, the shoemaker would make one shoe. It would be a beautiful shoe, but he would make one shoe a week or every two days. Now you have specialized agents. All that agent does is read estate planning documents. All that agent does is enriching the documents with insight and observations and looking to all the legal law changes that happened recently. So now you’re able to still make the same high quality shoe, but just at a higher volume. And you have a lot of dedicated workers doing one thing and doing one thing extremely well. So my goal is to empower the shoemaker. My goal is to empower the advisor and with a thousand analysts, a thousand paraplanners. So just making my job more efficient. Louis Diamond: I love it. You fit in Ester a good bit. It seems fairly clear what Ester’s doing. Sounds like an amazing value add. Just given the pace of AI innovation and I don’t think anyone knows where it’s going, but what are you most excited about Ester being able to do either now or in the future and what’s the vision if you can project out a year, which seems like an eternity in AI time, what’s on the dream board for what Ester’s going to be able to do for your Wealth.com clients? Rafael Loureiro: As a technologist, I love this question. I see AI in three distinct phases. You had the first phase of Ester in 2022, 2023 when we launched, which was summaries. It was amazing summarizing data. Some of these clients, Louis, think about this, some of these clients, they have 13 documents in place. They had every type of irrevocable trust you can imagine plus a revocable trust in place. They had very complicated assets, very complex assets. So Ester was amazing in summarizing. That was phase number one. Phase number two is now being able to augment. You read the data, you see an opportunity and you create a task that’s right there in front of the advisor saying, “Hey, I think you should reach out to this client and include this report with some of these observations. Click this button if you agree.” You still involve the advisor, the human is still in the loop. And that’s what we are with Ester right now. We do that. We assess the data, we see the opportunity, we involve the advisor, advisor get involved and say, “Yes, let’s do this,” and click a button, an email is triggered, our report is attached. Here we go. The third phase and that’s coming next and very soon is now you have an agent acting on the behalf of the advisor. I still want to make sure, and I want to make this very clear, I don’t want to get myself in trouble, the devices always evolve, but you have all these specific agents, that’s tax planning agent, that’s the estate planning agent, work independently, connected to the world, extremely well-trained with thousands and thousands of documents that we’ve seen over the years, finding opportunities, creating the tasks, creating the emails, creating the report, having everything ready to go, just waiting for the advisor to say, “Do it.” And we do this enough to the point where the advisor is going to say, “All right, you don’t need my permission anymore to do this specific task. Go.” You connect to the IRS, you download the text transcript, you crunch to this data, you create a report and it’s ready to go. The other thing too is I want to be able, my goal in the next year, a year and a half, is I want to continue estate planning. Up to this point, estate planning has been exactly like you described. You go to a lawyer, you pay thousands and thousands of dollars and those documents start collecting dust in a shelf somewhere while you live your life. And being from this space, that’s not how it works. There is new legislation being passed OBBA became like you crossed tax threshold, you have liquidated events, you get married, you get divorced, you buy real estate property, so on and so forth and that document is already stale. Why does it have to be that way? Now with AI, now with the technology we have in place, it won’t be. I promise you. Louis Diamond: Very cool. That’s exciting. That sounds like the perfect evolution of AI from summary, just here’s something you can read quickly to suggesting action, to then taking action. It does seem like the flow that it’s been and I’m sure there’s 15 other flows from here that we don’t even know yet. Or you probably do because you’re in this, but for me, I can’t even imagine what phase four and five are going to look like for you. Rafael Loureiro: Yes, it’s exciting. Louis Diamond: Definitely is. I saw, when I was doing some research for this that Wealth.com announced a fairly major strategic partnership with Dynasty Financial Partners, embedding Ester into their Dynasty desktop. What do you think this partnership says about where the business is going and how do you expect advisors to really take advantage of this in practice? Rafael Loureiro: It was a new development. We’re super excited about the Dynasty Financial Partnership. Before, if you look at before this partnership, we would have to empower advisor one by one with a Wealth.com license. With this partnership with Dynasty, every advisor in the Dynasty family or using the Dynasty desktop is going to be able to use Ester. So they’re going to be furnished with an AI intelligence that they can ask any estate planning questions, they can get tax planning questions answered. They’re going to be able to upload their clients’ estate planning documents and get a summary with opportunities, with everything that they can do for those estate planning documents. I think it fits perfectly well for enterprise IRAs, wire houses, this solution. Instead of doing one by one, you can actually have AI for all your advisors at once answering their most basic questions and taking action. That’s literally like the agents I was trying to describe. So that’s just the first step in that direction and we’re super excited about this. Louis Diamond: Very cool. Let me ask you another one. So you said earlier that as investment management becomes more commoditized that advisors not only have to offer more services and provide more value, but they also have to differentiate from the advisor or the firm across the street to provide more family office services, if you will. But let’s say, and this will be great for you, Wealth.com becomes like air that everyone’s breathing. It almost becomes like financial planning tool, e-Money. It’s commonplace. Now it’s commoditized across the space, it’s not a differentiator anymore to offer financial planning. As Wealth.com expands more firms work with the platform, what do you think is the next layer or next level of differentiation that your clients then can point to if it’s no longer maybe a couple of years from now that we use Wealth.com that we help with estate planning? Rafael Loureiro: Wow, that’s an interesting one, and approach my wife and bring ideas and suggestions. For me, if I can make that happen where the financial advisor is helping with my taxes, so when it’s tax time, we just have to have a one-hour meeting and we’re ready to click a button and have everything done, that can help me with BillPay. And think about like high net worth and ultra-high net worth people where it becomes extremely complicated to do BillPay properly because you have to pay from the right account, from the right trust. If they can take this off my plate so I can focus 100% in my business and my family, it’s mission accomplished. If that means that they’re going to walk my dog to make this happen, I know I’m exaggerating here, but pick up my laundry like the example you use, I think you’re going to have to do this. That in my mind is how these financial advisors survive the AI revolution. It is that personal relationship. It’s knowing me well. It’s spending more time with me than once a quarter. And with AI, with the right AI, and I know AI, there’s a lot of smoke in this space and very little fire, but with the right agents, with the right workflows, one advisor is going to be able to serve more than a hundred clients. Because right now the ratio is a hundred clients per advisor, maybe you’re going to be able to serve like 200, 250 well. Serve them well, knowing them well, knowing them personally. I think that’s going to happen in the next couple of years. Louis Diamond: I think that’s right. It’s more so like the intangibles that an advisor has. Their secret sauce isn’t going to be necessarily we offer these seven things. It’s going to be, I really get you. I understand you. It’s the advisor’s personal relationship and empathy with that client and all the years that they’ve known them. And then it’s just using all these different tools to aid that relationship. It kind of sounds like that’s what you’re saying. It’s all the other stuff that advisors do that might be different today, over time, people catch up and that becomes commoditized similar to we offer financial planning and that’s a differentiator. Now it’s, if they don’t offer financial planning, it’s a problem. Rafael Loureiro: Yeah, 100%. You got it. Yes, it is the intangibles. That’s perfect. Louis Diamond: Okay. I got two more questions for you. What’s one thing you wish more advisors understood about estate planning that they still miss today? Rafael Loureiro: I think there is an education component. Just deploying Wealth.com and expecting is going to work with your clients. It’s not like that. You need to be willing to have the conversation like your advisor did it with you. You need to have the tough call and say, “Hey, are you ready? Do you have estate planning in place? Why not?” And then having that conversation. Louis Diamond: And I would imagine too, it’s also cool, I got all these documents so instead of it getting locked in the safe or locked in the drawer, it’s also incumbent on the advisor to explain the documents. “Hey, these are a bunch of stuff in here that whatever, we don’t have to get into, but here’s the four key things about this document that you should understand. The power of attorney we’ve nominated is your father-in-law. Your proceeds are going to get distributed one-third to your son, a quarter to your daughter,” et cetera. It’s going to be those things and translating the documents into real words that clients are going to understand. Rafael Loureiro: 100%. That is critical because I’m a software engineer, I’m not equipped to be reading a hundred pages document and trying to understand everything that’s there without … Now with AI, you can actually ask Claude to summarize and Gemini to summarize it, but that was not the case three years ago. So that education component is critical. And some of my advisors are actually very successful, I should say. A smaller firm in this case, I’m not going to say the names, I don’t have that permission to say their name, but they are actually doing these estate planning webinars as a lead generation. Because clients are curious about this. Sometimes if you don’t ask them, you’re never going to know, but they’re probably very curious about estate planning. They’re probably very concerned they don’t have the documents in place. Even the ones that have the documents, they’re probably concerned that they need an update and they haven’t done it. So by doing this webinar, they feel more comfortable just going to the event. They know they’re not going to be the center of attention and then asking a question or hear people asking questions. Some of my most successful clients are actually using webinar as a lead generation to explain state planning. Louis Diamond: It’s a great idea. It’s like you’re empowering the advisor to talk more about estate planning. It’s no longer this bugaboo that was too complex or not in their swim lane. It’s empowering them to lead with, it sounds like. Rafael Loureiro: 100% Louis Diamond: Amazing. And last question, if you were an ambitious advisor building a new firm from scratch today, what would you tell them to focus on to create a more durable, harder to replicate future-proof business? Rafael Loureiro: That’s a great question because the factory floor of a hundred years ago, is no longer work. If you have a chance to start from the beginning, it’s a new world. It’s a new world for companies like ours. Even for companies like ours that are in the bleeding edge of technology, everything is changing with AI. How I organize my teams is changing with AI. So I would say select Wealth.com. No, that’s … I’m kidding. I’m kidding, but yes, I’ll say select the right tools, use AI properly, it’s no longer a headcount game. I’m not saying you’re not going to need help, you’re going to need help, but make sure the tools are talking to each other because it is a new age. It’s an agent about speed, about being able to offer more service quicker, about increasing the relationship, the intangibles, to your point. It’s no longer once a quarter call to your clients. So if I had the chance to do everything again, if I had a chance even to start Wealth.com again, it’s different how you organize your team in this age of AI. AI is going to be bigger than the industrial revolution. Trust me, the shockwave is huge. To your point earlier in this call, we’re getting a big jump every month. It’s no longer every year, every month there is something new coming from AI. So if you start your firm again, select the right partners, select the right tools and then hit the ground running. Louis Diamond: Perfect. That’s amazing. Rafael, this has been so fun. I learned a ton from you. You just have a way of storytelling and I absolutely love the why behind Wealth.com, the personal experience that probably a lot of listeners have had as the light bulb moment. And instead of just complaining about it, you actually took action and now are creating the future of estate planning, empowering advisors to offer estate planning to their clients, getting more folks in this country set up with trust and estates and wills, et cetera. So I think it’s amazing what you’re doing and I’m very excited to continue to watch your success. Rafael Loureiro: Thank you. Thank you for the opportunities and just to do a final plug, estate planning, tax planning, stay tuned. There is more coming. Louis Diamond: There we go. Thanks so much. Rafael Loureiro: Thank you. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibility seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I Stay or Should I Go? is a book written with you in mind it’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively, whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com A conversation with Louis Diamond and Rafael Loureiro, Co-Founder & Chief Executive Officer at Wealth.com. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com. It’s a conversation with Rafael Loureiro, the firm’s Co-Founder & Chief Executive Officer. I’m Louis Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wire house, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned, and each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: In the wealth management world, estate planning has largely lived in a separate lane. It’s a topic advisors may raise with clients then hand off to an attorney and eventually a set of documents come back, filed away, rarely revisited, and often disconnected from the rest of the planning process. That structure has been in place for a long time and for the most part, it’s gotten unquestioned, but when you step back, it creates a gap between what do clients expect from their advisor and what actually gets delivered when it comes to estate planning. Rafael Loureiro, co-founder and CEO of Wealth.com, ran straight into the gap after a planning event of his own which should have been a coordinated process, felt fragmented, manual, and surprisingly opaque. And likewise, I recall the same type of disjointed experience in my own estate planning process. It’s experiences like these that became the starting point for building Wealth.com. What makes this story interesting isn’t just that they’re using AI but how they’re using it inside the estate planning process, and it’s how AI allows the model itself to change from a one-time legal event to something that evolves alongside the client, from static documents to a system that can actually interpret, update, and surface what matters, from a disconnected handoff to something the advisor can actively lead. In my conversation with Rafael, we get into how that plays out in practice, how tools like Ester move from summarizing estate documents to identifying gaps, to prompting next steps, and eventually preparing action on behalf of the advisor, because when AI moves from simply organizing information to helping drive decisions, estate planning stops being a periodic task and starts to look more like a continuous part of the advice process. So let’s dive in. Rafael, thank you for coming on our show today. Rafael Loureiro: My pleasure, Louis. Thank you for having me here. Louis Diamond: Of course. Let’s jump in and in researching you and speaking to you in the past, I got to admit, you had a very different path into the wealth management industry probably than anyone I’ve ever interviewed. So can you walk us through your background briefly and early professional endeavors? Rafael Loureiro: Absolutely. The accent that you hear is Brazilian. So I’ve been in the US for 25 years. I’m a software engineer by trade, came here as a HMB, been involved with different companies over the years and then most recently before Wealth.com. I was a chief technology officer with a fraud prevention company, nothing to do with wealth management, but by selling that company, it’s how the Wealth.com story started. Louis Diamond: Perfect. And I was referring to also some of your early career endeavors even before founding your last company, if you’re comfortable sharing that. Rafael Loureiro: Yeah, absolutely. I’ve been involved with four different startups in different spaces. One of them was in, if you remember all the way back to 2008, the real estate prices, the first startup with foreclosures. So when houses went into foreclosures, me and my partner, we created a system to index that. I also had work on a photo album company. It became a lifetime business. It’s still running. I was the CTO and I did my share of consulting. I used to work for Accenture, Avanade, and then a home builder Fortune 500 companies. So I have a ton of experience in the technology space before Wealth.com. Louis Diamond: Perfect. And you mentioned the last business that you started that I believe sold to LexisNexis. Can you walk through what that business was? Rafael Loureiro: Yeah. So I did not start the business. I joined the business before Series A. The person that started the business, Rei Carvalho, he’s actually Wealth.com chairman. So the team is still together. The US, San Francisco, New York, offices in Sydney, Singapore, London. We serve clients like Coinbase, grew very fast and then got acquired by LexisNexis in 2020 during peak COVID. Think about, we literally signed the documents, popped the champagne on March 2020. No vaccine. Louis Diamond: Oh, my God. Rafael Loureiro: We literally popped the champagne and we all went back home to work from home because that was the guy that’s from LexisNexis. Through that experience, selling a company, one thing you usually do, it’s a big liquidity event and estate planning is always related to big moments. You get married, someone in your family die, you have a new kid, you have a liquidated event. So I work with a financial advisor. They’re amazing. They helped me with financial planning, wealth management, saved me a lot of money insurance. But when it was time to do the estate planning, Louis, my experience was, “Hey, Rafael, we always work with this lawyer, go talk to the lawyer.” And then it was a completely broken process. First, because it was COVID and I had to go see the lawyer face-to-face. That was weird right there. Second, because I was expecting the lawyer to know everything about me because my advisor knows everything about me, know about my life situation, know about liquid event, know about my kids, rental houses, everything and then the engineer. I know what I told the lawyer, but do I know for sure that everything I told the lawyer end up in the document? No, I don’t. Long story short, otherwise it is a long story, we’re having a virtual coffee. I don’t know if you remember everyone, big beard, long hair, everyone working from home, and then somehow all the Emailage C-level team and founders, the co-founders, we start complaining about state plan. Even another example, my chairman, the Wealth.com chairman, Emailage CEO, Rei Carvalho, he was like, “Hey, Rafael, I’m done with the summer heat in Arizona. I’m moving to Denver. I’m going for cooler weathers.” Literally the moment he moved to Denver, he gets a call from his estate planning lawyer, welcome him to Denver and saying, “Hey, we need to update your documents. “But I just spent thousands of dollars creating my documents.” “Yeah, but you live in a new state, you have to optimize your documents.” At that moment, Louis, we’re like, “Where there’s a problem, there is an opportunity,” and the company was born. Louis Diamond: I find the best company origin stories, it’s you have that, you have a personal experience or a moment where you have a realization that t

In this episode, Tessa Burg talks with Fabio Ranieri, Head of AI Content Transformation at HP, about what it really takes to create content at scale without losing relevance. Fabio explains why better content doesn't come from simply making more of it. But rather it comes from better inputs, better audience understanding, and better systems that help marketers create content that fits the product, the customer, and the moment.  Fabio makes a strong case for why AI should free marketers up to focus on bigger ideas, sharper insights, and stronger customer experiences. It's a smart, grounded conversation for anyone trying to move past the hype and use AI in a more meaningful way. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Fabio Ranieri: Fabio is a growth and innovation leader with 18 years of global experience in product marketing, partner marketing, category management, and go-to-market strategy across B2B, B2C, e-commerce, SaaS, Telco, and consumer product sectors. Known for turning ambiguity into opportunity, he specializes in launching and scaling new experiences and products, driving digital transformation, and orchestrating high-impact GTM strategies across highly complex organizations. He's led end-to-end initiatives that delivered real business outcomes—from redesigning HP's global e-commerce channel experience, launching and leading new product lines and categories, to introducing Intuit QuickBooks' new mid-market offering. Always action-oriented, analytical, and creative, Fabio bridges the gap between product, marketing, and sales to maximize impact. He can be reached on LinkedIn.  About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

Episode 145: This week, Kyle Van Pelt talks with Aaron Wormus, Chief Technology Officer at SMArtX Advisory Solutions. Aaron has spent years building technology infrastructure for the financial services industry, from hedge fund platforms to enterprise-grade advisory systems. At SMArtX, he focuses on solving the operational and data challenges that prevent advisory firms from scaling efficiently while helping advisors access institutional-quality tools once reserved for large enterprises. Kyle and Aaron explore the growing shift from fragmented advisory technology toward unified enterprise infrastructure. Aaron breaks down how UMA architecture changes the advisor experience, why portfolio accounting engines power real-time innovation, and how firms can build modern “advisor-built enterprise platforms” using best-of-breed technology. They also discuss AI, data orchestration, operational toil, and why the firms most open to technology and experimentation will have a major advantage in the years ahead. In this episode: (00:00) - Intro (01:13) - Aaron's money moment and the early days of SMArtX (03:15) - Is SMArtX a TAMP, a fintech platform, or something else entirely? (04:37) - What actually makes technology “enterprise-grade” (06:24) - Why UMA architecture changes everything (09:26) - The hidden infrastructure powering modern advisory platforms (12:20) - The rise of the advisor-built enterprise platform (15:15) - Why portfolio accounting engines matter so much (19:05) - How SMArtX and Milemarker fit together (21:00) - Why the entire industry is moving toward unified infrastructure (22:24) - AI, orchestration layers, and the future of connected systems (25:51) - Turning hand-drawn ideas into live AI-powered workflows (27:31) - AI guardrails, security, and enterprise data protection (28:34) - Aaron's predictions for the next three years of wealth tech (30:27) - Eliminating “toil” inside advisory firms (32:13) - Aaron's Milemarker Minute Key Takeaways The next generation of advisory firms will behave more like technology companies. Advisors increasingly want flexible infrastructure that lets them combine best-of-breed tools into a unified client experience instead of operating inside rigid “walled garden” ecosystems. Real-time experiences depend on invisible infrastructure. Portfolio accounting, reconciliation, trading order sequencing, and data normalization may not sound exciting, but they are the foundational systems that make modern advisory experiences possible. AI's biggest impact may be removing operational friction rather than replacing advisors. Aaron repeatedly returns to the idea of eliminating “toil”—the repetitive operational work that slows firms down and distracts advisors from relationships and growth. Clean, secure, accessible data is becoming the real competitive advantage. AI tools are only as useful as the infrastructure and guardrails surrounding them. Firms with reconciled data and strong architecture will be positioned to move significantly faster than firms still trapped in disconnected systems. Quotes "We're in a new space where the people who are open to technology, open to building, really are the ones who win." ~ Aaron Wormus "Most advisors want to become advisors so they can help people. They want to go out and solve problems. They don't want to spend all their time rebalancing stuff or using spreadsheets." ~ Aaron Wormus "Being able to have that reconciled data, being able to know that the data is good, being able to provide that data into different systems, that's really where that key component is." ~ Aaron Wormus Links  Aaron Wormus on LinkedIn SMArtX Advisory Solutions Fidelity Investments  Charles Schwab  Goldman Sachs  Claude Red Notice Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

On this episode of Reaganism, Roger Zakheim sits down with Peter Ludwig, Chief Technology Officer and cofounder of Applied Intuition, a physical AI company. They explore the intersection of technology and national security, focusing on the role of physical AI. Peter shares insights into his journey from Google to developing AI technologies that enhance both commercial and defense sectors. They discuss the transformative potential of autonomous vehicles and drones, emphasizing the importance of integrating advanced AI into national security strategies. The dialogue also touches on global competition, particularly with China, highlighting the need for the U.S. to bolster its industrial and technological capabilities to remain competitive.

In this episode, Hydrocarbon Processing interviews Claudio Fayad, Chief Technology Officer, AspenTech, about the future of industrial operations, AI integration and recent product innovations. We explore how enterprise-wide optimization, AI and data strategies are transforming the refining and petrochemicals industries.

Success rarely follows a straight path. What does it take to transition from sweeping floors and driving forklifts to leading global technology strategies at one of the world's largest tech companies?In this episode, guest Ed SooHoo joins the show to share his incredible professional journey, framing his career through what he calls the "Three Collars". Ed opens up about his extensive background as a blue-collar, card-carrying Teamster—working as a rail switchman, forklift driver, and machinist—and how those practical, "back of house" experiences laid the ultimate foundation for his future.We dive into his shift into white-collar corporate spaces at tech giants like Oracle and HP, his ventures into the "no-collar" entrepreneurial world running billiard clubs and microbreweries, and his current role as the Chief Technology Officer for Global Accounts at Lenovo. Ed reveals why his massive success isn't actually rooted in being a tech genius, but rather in being an "accidentalist" driven by relentless curiosity and mastering the art of asking questions instead of just pretending to have all the answers.Marketing with Russ...aka #RussSelfie, Episode 615Featuring Ed Soo Hoo

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns & Co., where he was a managing director in the company's fixed income trading group. He has also held positions at Mentor Graphics and IBM. In this podcast, we discuss: Engineering Trust through "Entailment" Automating "The Bloomberg Way" AskB: Reimagining the Terminal Workflow-Specific AI Expansion Actionable Alternative Data Empowering Non-Programmers Accelerating Data Onboarding Competition vs. Domain Knowledge A Cautious View on AGI 

Braze (BRZE) is leaning into AI-driven personalization, using first-party data to move beyond basic automation. Co-founder and Chief Technology Officer, Jon Hyman, explains how the platform enables scalable, real-time customer engagement while maintaining authenticity. As AI reshapes communication, the focus shifts to how autonomous agents can drive loyalty and revenue.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

There's an abundance of information about how some of the newer tech solutions work.  What tasks we need to consider automating and macro views of how AI could reshape work.Yet most business leaders are less certain than ever about what technology they need - and how to integrate it into their organizations.Today we're joined by Muhammad Atif, President and Chief Technology Officer at PureLogics, a 20 year industry veteran who's worked with leading companies including Pearson, Intel, Samsung, DHL, and Honda  - supporting them as they navigated digital transformation, built scalable cloud-native SaaS platforms, and harnessed AI to optimize operations and create smarter customer experiences.In this episode of a Seat at The Table, he'll be talking about:Real-world AI adoption in enterprises: what actually works vs. common failures when deploying AI at scaleLessons from building and scaling cloud-native SaaS platforms for Fortune 500 companiesThe future of software engineering in the AI era and how engineering teams are evolvingHuman-centered AI and the role of technology in conflict resolution and improving human communicationUSEFUL LINKS:LinkedIn:  https://www.linkedin.com/in/muhammadatif/Website: https://www.purelogics.comVisit A Seat at The Table's website at https://seat.fm

On the 67th episode of Enterprise AI Innovators, host Evan Reiser (CEO and co-founder, Abnormal AI) talks with Joel Hron, Chief Technology Officer at Thomson Reuters. Joel shares how Thomson Reuters is rebuilding 150-year-old knowledge-work franchises in legal, tax, and compliance around agentic AI, what changed when more than half of his engineers' code started being written by AI, and why the right mental model for working with AI is "colleague," not "copilot."Quick Hits from Joel:On the engineer-to-controller reframe: "Your job as an engineer shifted from being the contributor and owner of the code base to being more the controller and governor of the code base."On the trust gaps blocking enterprise agents: "The control system around the agent is something that I think really needs to be built out further for enterprises to get comfortable with allowing agents to just do work in a more independent way."On doing technical review at 5,000-engineer scale: "You can literally go clone the repo and spend an hour with Claude or with Codex talking about the code."Book Recommendation: Thinking, Fast and Slow by Daniel Kahneman. Like what you hear? Leave us a review and subscribe to the show on Apple, Spotify, and YouTube.Enterprise AI Innovators is a show where top technology executives share specific ways AI changes how work gets done in the enterprise.Find more great insights from technology leaders and enterprise software experts at https://www.enterprisesoftware.blog/Enterprise AI Innovators is produced by Abnormal Studios.

What if the biggest problem in digital advertising isn't creativity or budget—but waste? In this episode of Leader Generation, Tessa Burg talks with Zach Rosen of Multilocal to unpack the growing shift happening in programmatic media and why brands are rethinking how they buy and optimize advertising. Zach explains how AI-powered curation and sell-side decisioning are helping marketers reduce waste, improve performance and reach audiences in more meaningful moments. The conversation goes into why “cheap CPMs” are no longer the goal, how brands can focus more on outcomes instead of impressions and why better targeting doesn't have to come at the expense of inclusivity or sustainability. If you're trying to make sense of AI's impact on media, personalization and advertising performance, this episode offers practical insights without the hype. You'll walk away with a better understanding of how smarter media buying can improve ROI, uncover overlooked audiences and help brands adapt to the rapid pace of change happening across marketing today. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Guest: Zach Rosen is SVP, Business Development and Partnerships at Multilocal, where he leads global partnerships and drives the company's expansion in the US market. Over the past 15 years, he has built his career across ad tech and media, with leadership roles in revenue, strategy, and commercial partnerships. His experience includes launching Index Exchange's US headquarters and expanding its presence across North America, EMEA, and APAC offices; serving as SVP of Global Supply and Partnerships at Yieldmo; and leading addressability strategy as VP, Head of North American Publishers at LiveRamp.  About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

In this episode, David Edwards, Chief Technology Officer, Relatient, shares how improving connectivity is unlocking innovation, where AI is delivering measurable value today, and why voice AI is transforming patient access and operational efficiency. He also discusses responsible AI adoption in healthcare and the importance of aligning technology with real business problems.This episode is sponsored by Relatient.

This week on That Tech Pod, Kevin and Laura talk with David Turner, Global Leader of Data & Analytics and Co-Leader of AI at FTI Consulting, about what it really means to operate at the center of data, AI, and high-stakes problem solving.David's career path might look straightforward, from Arthur Andersen to Capital One and then more than two decades at FTI, but he explains it was less about a master plan and more about finding the right environments and teams. Consulting, for him, became the place where he could continuously solve new, complex problems, often stepping in when companies are facing moments that feel existential.The conversation dives into AI quickly, cutting through the hype. David focuses on what actually works: real use cases, hands-on experience, and teams actively experimenting with tools. His view is that AI isn't something you can understand from a slide deck. It's a skill you build by using it, and the companies moving fastest are the ones sharing what's working internally. One of the biggest themes is how AI is reshaping the economics of consulting. If technology compresses time to insight, what happens to the billable hour? David doesn't see a clean break, but he does see a shift. Expertise becomes more valuable, and firms will need to get more creative with pricing, blending traditional models with outcome-based approaches depending on the work. They also spend time on risk, shaped in part by David's early experience during the collapse of Arthur Andersen. That moment reinforced that no firm is immune, and it continues to influence how he balances innovation with caution, especially in today's AI-driven environment. This is a grounded look at where AI is actually making an impact and where the real challenges still are.David Turner is the Global Leader of Data and Analytics and Co-Leader of AI at FTI Consulting, and now serves as the firm's Chief Technology Officer for client-facing technology. He works with executive teams on high-stakes challenges across investigations, litigation, compliance, and corporate transformation, helping organizations turn data into a real asset using advanced analytics and responsible AI. Over the course of his career, he's advised Fortune 500 companies, global law firms, and public sector clients, and has played a key role in shaping FTI's approach to AI and client-facing solutions.

For episode 725 of the BlockHash Podcast, host Brandon Zemp is joined by Himanshu Sahay, Co-founder & CTO of Arch. Arch Lending is a financial technology company providing crypto-backed lending solutions for individuals and institutions.Himanshu Sahay is Co-Founder and Chief Technology Officer of Arch, where he leads the company's technical strategy and oversees the development of its core infrastructure.  

Healthcare organizations cannot afford to chase every new technology trend without first building the foundation to make those tools effective, scalable, and financially sustainable. In this episode, Jeff Thomas, Senior Vice President and Chief Technology Officer at Sentara Health, discusses how his team is approaching cloud transformation, AI readiness, and cost management across a vertically integrated payer-provider organization. He explains why technology decisions must ultimately support better care delivery, how tech debt continues to slow innovation, and why data accessibility is the real prerequisite for meaningful AI adoption. Jeff also shares how Sentara has reduced system sprawl, flattened infrastructure costs while growing, and built a more resilient technology environment that supports both operational efficiency and clinician presence. He closes by emphasizing a point many leaders overlook: no technology transformation succeeds without strong change management. Tune in and learn how healthcare leaders can build a smarter, more disciplined path to innovation without losing sight of the people they serve! Resources: Connect with and follow Jeff Thomas on LinkedIn. Follow Sentarah Health on LinkedIn and visit their website!

In this episode, host Sandy Vance sits down with Mike Fisher, the CEO of MyFitnessPal, for an exciting and passionate conversation about what happens when twenty years of nutrition data meets modern AI. With over 300 million people impacted worldwide and a brand that has been a household name for two decades, MyFitnessPal is not resting on its laurels.  From an AI coach backed by two decades of behavioral data to a ChatGPT integration that meets users wherever they already are, to the acquisition of Gen Z favorite Calaii, Mike paints a vibrant picture of where consumer nutrition technology is headed.  This episode is a must-listen for anyone interested in the intersection of consumer behavior, AI personalization, and population health.  In this episode, they talk about: MyFitnessPal has impacted over 300 million people worldwide and has been building AI into nutrition tools long before LLMs existed The app's AI flywheel covers three areas: logging, meal planning, and personalized insights The new AI coach for premium users is backed by twenty years of behavioral data on what actually helps people hit their goals Users who scan meals are 32% more likely to hit their goals, a data point only possible after two decades of studying user behavior MyFitnessPal integrated with ChatGPT so users can access its nutrition expertise directly inside the LLM they already use The company acquired Calaii, built by high school students who scaled it to millions of users in under two years, to reach a younger demographic A new GLP-1 mode lets users track dosage, side effects, and nutrition in one place Agentic programming has lowered the barrier to building software, but cannot replicate twenty years of trusted data and behavioral science Bad data and missing data are just as dangerous as hallucinations, and guardrails around AI nutrition advice are non-negotiable A Little About Mike: Mike Fisher is the CEO of MyFitnessPal and a member of its board of directors. At MyFitnessPal, he focuses on driving strategic initiatives, enhancing the app's technological infrastructure, and expanding its impact on global health and nutrition. He brings a wealth of experience from his previous role as Chief Technology Officer at Etsy, where he drove engineering and product innovation, and from Quigo, where he scaled technology infrastructure ahead of its acquisition by AOL.  Co-founder of AKF Partners, Mike has advised numerous tech companies on strategic growth and held pivotal leadership roles at PayPal. A former U.S. Army Captain and pilot, Mike is also an active philanthropist and serves on the boards of the Juvenile Diabetes Research Foundation and the West Point Association of Graduates. He has co-authored two books on scalability and one on customer misbehavior.

FOLLOW UP: MORE APPEAL AGAINST FCA RULINGFollowing the deadline passing for appealing against the Financial Conduct Authority's (FCA) plans for compensation following the car finance industry breaking the law, there are now three lenders fighting back. Mercedes-Benz Financial Services join VW Financial Servcices and CA Auto Finance. The companies have declined to clarify to the public why they have made the move. To find out more, click this link from MoneySavingExpert.TOYOTA SUPPLIERS HIT BY IRAN CRISISToyota has announced that their suppliers have already begun to state they are feeling the effect of the Iran crisis with warnings that parts will not be delivered at the time expected. Toyota and their suppliers have already downgraded their expectations on 2026 production numbers. Click this CBT News article link here for more.LAMBORGHINI GETS A NEW CTOFermín Soneira is leaving heading up of AUDI, the Chinese only off-shoot of Audi, to take up the role as Chief Technology Officer for Lamborghini. Fred Schulze will replace Soneira. For more on this story, click the electrive article link here.EV CHARGING GRID VULNERABILITY DEMONSTRATEDAt BlackHat Asia, a large cybersecurity and research conference, the vulnerable nature of EV charging networks and shared e-bikes was demonstrated. Companies are being accused of putting customer convenience ahead of security. One possible scenario is the ability to remotely disable an entire city's EV charging network. You can learn more by clicking this link, from The Register, here.MG TO BUILD CARS IN SPAINMG has chosen Spain as the location for their European car factory, over Hungary. By doing this they should avoid any tariffs or agreed minimum price requirements that are to apply with cars coming to Europe from China. Click this EVPowered article link here, to read more.HONGQI IN TALKS WITH STELLANTIS ABOUT SPANISH FACTORYThe Chinese car maker, Hongqi, is in discussions with Stellantis about using capacity at their Spanish factory to build their cars in Europe, also taking advantage of avoiding extra financial penalties. Both parties are tight lipped on the matter. If you wish to find out more, click this Carscoops article link here.AUDI RECALLING 96,000 CARS WORLDWIDEAudi is recalling 96,180 e-tron quattros and Q8 e-trons, due to a potential brake issue. The fault is a lose screw that may prevent full braking ability in cars built from the 2 February 2018 until 11 June 2024. To read more, click this electrive article link here.If you like what we do, on this show, and think it is worth a £1.00, please consider supporting us via Patreon. Here is the link to that CLICK HERE TO SUPPORT THE PODCASTNEW NEW CAR NEWS -Freelander 8JRL and Chery have revealed their first concept from their joint-venture for the Freelander brand. Unsurprisingly, this is an electric SUV with a hint or two of the original Freelander and some of the JLR back catalogue. Initially this will be launched in China but then to other international markets, including the UK. We don't really know much about the specs or what the final look will be. Click this Autocar article link to learn more.For information on timings of the Freelander hitting markets outside of China, click this EV Powered article link here.BMW 7 SeriesBMW have given the 7 Series a facelift. Specs have improved with a longer range possible. The interior has also had a spruce up. For more on this, click this Autocar link here.Old Car Dead News: GWM Ora 03The car formally known as the GWM Ora Funky Cat is no longer going to be sold in the UK. Never a big seller, whether it was the looks or name that put people off. GWM is reviewing their strategy in the UK and are looking to bring more offerings here. Click this electrive article link here for more.LUNCHTIME READ: COMPETING CARS FROM THE SAME DESIGNERNot big enough to be a List of the Week it is still a fab article to have a read through and check out some designer's work where they competed against their own designs. Click here to read the Hagerty article.LIST OF THE WEEK: 23 SPACE INSPIRED CAR NAMESClassic & Sports Car provide the slideshow this week, all around the theme of space related car names. Click this link here to see if you agree with the choices made on the show. Thank you to listener, Damien Scully for sending the link our way, very much appreciated.AND FINALLY: HOW TO DRIVE IN JAPAN FROM THE MIDLANDSThe racing game Forza Horizon 6 is about to launch on the Xbox and PC, with Playstation following later in the year. This iteration is set on the roads of Japan and include a lot of JDM cars. In a collaboration with the British Motor Museum there will be a Horizon Festival on 23 May 2026 on site, where there will be live music, food trucks, gaming vans (to try out the game) and drifting demonstrations. Click this Motoring Research article to find out more, including how to book your tickets.

During DUETTO PERFORM in Fort Lauderdale, I talked with Bob Matsuoka, Chief Technology Officer at Duetto, about AI in hotels the only way that matters right now: practical, operational, and money-saving.

Enterprises spent the last decade hardening the front door for human users. Now a new class of worker is showing up to the same applications, asking for the same data, and acting on someone else's behalf. Shreyans Mehta, Co-Founder and Chief Technology Officer of Cequence Security, joins ITSPmagazine to talk through what changes when ten or more agents are operating in your name across email, code repositories, Confluence, Salesforce, and ServiceNow at the same time. For Shreyans Mehta, safe enablement is the central question. Consumer chatbots normalized point-to-point connections into personal inboxes, but enterprise agents are reaching into crown-jewel systems where blanket access is not an option. Cequence Security has spent years protecting applications and APIs for telcos, financial institutions, and retailers, and that history shapes how the team is approaching the agentic shift: how do you let the right work get done without handing over the keys to the building? Identity alone is not the answer. Agents can hallucinate, can be prompt-injected, and will go to great lengths to complete a task. Cequence Security addresses this with what Shreyans Mehta calls an agent persona, a dynamic, job-description-driven scope that limits an agent to exactly what its role requires. An email assistant gets read access and a calendar check, not the ability to send or delete. The job defines the permissions, and the permissions follow the agent through the Cequence AI Gateway platform. This is a Brand Highlight. A Brand Highlight is a ~5 minute introductory conversation designed to put a spotlight on the guest and their company. Learn more: https://www.studioc60.com/creation#highlight GUEST Shreyans Mehta, Co-Founder and Chief Technology Officer, Cequence Security LinkedIn: https://www.linkedin.com/in/shreyans-mehta-37a529/ RESOURCES Learn more about Cequence Security: https://www.cequence.ai/ Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight KEYWORDS Shreyans Mehta, Cequence Security, Sean Martin, brand story, brand marketing, marketing podcast, brand highlight, agentic AI, agent identity, AI agents, agent persona, API security, non-human identity, safe enablement, enterprise AI, prompt injection, MCP, AI gateway Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's guest is Charlton Roberts, Chief Technology Officer at FLORA. Founded in 2024, FLORA is an applied AI company building a unified creative platform for professionals. It brings together over 50 leading text, image and video AI models into a single “infinite canvas,” allowing teams to ideate, iterate and produce creative work within one seamless workflow.Designed for designers, agencies and content teams, FLORA combines generative AI with collaborative tools and scalable workflows, enabling users to rapidly explore ideas, maintain consistent output, and automate complex creative processes. At its core, FLORA aims to redefine how creative work is done - transforming fragmented AI tools into an integrated environment that enhances human creativity and accelerates production from concept to final output.In the episode, Charlton talks about:His journey from aspiring actor to building AI tools for creativesFLORA as an AI creative canvas turning ideas into production-ready outputsThe need to differentiate beyond easily copied features in a crowded AI spaceHow FLORA stands out with intuitive canvas and AI-driven creative workflowsAdopting AI agents reshapes workflows, emphasizing structure and iterationHiring values AI use skills and fundamental understandingTheir fun, high-autonomy team focused on impactful AI creativityTo find out more about all the great work happening at FLORA, check out the website www.flora.ai

As AI adoption accelerates across financial services, banks and credit unions face a critical challenge: how to innovate without compromising trust, transparency, or regulatory compliance. In this episode of Ahead of the Curve, we sit down with Danny Piangerelli, Chief Technology Officer at Abrigo, to explore how Abrigo is building and scaling AI responsibly within highly regulated environments.Listen in to learn how explainability and auditability are embedded into AI-driven solutions, why “human-in-the-loop” design remains essential, and how Abrigo's agentic framework—including AskAbrigo—is transforming how financial institutions securely interact with their data. Danny also shares how AI is reshaping software development, empowering teams through an “Iron Man” approach, and what fintech leaders should consider as they navigate the balance between innovation and stability.About the guest:Danny Piangerelli is Chief Technology Officer at Abrigo, where he leads the company's technology strategy and innovation efforts across AI, data, and software development. With decades of experience building scalable, compliant solutions for financial institutions, Danny focuses on delivering secure, transparent, and high-performing products that meet the evolving demands of regulated environments. He has been instrumental in advancing Abrigo's AI capabilities, including the development of explainable machine learning models, agent-based frameworks like AskAbrigo, and modernized development practices that accelerate product delivery while maintaining rigorous standards for auditability and trust. Helpful links:AskAbrigo: Secure AI-powered knowledge and data interactionBold intelligence: AI's expanding role in AML & fraud5 Common lending challenges and how lending software can helpCU AI strategy: From adoption to operational advantage - Abrigo

What if one of the most influential figures in modern technology had almost ignored the opportunity that would define his career? In this episode, I sit down with Werner Vogels, Chief Technology Officer at Amazon, to explore the story behind Amazon Web Services as it marks its 20th anniversary, and how a near-dismissed phone call turned into a front-row seat to one of the biggest shifts in computing history. Werner takes me back to the early days when Amazon was still seen as "just a bookstore," and shares what he discovered when he first stepped inside what he calls Amazon's "technology kitchen." What he found was a company solving problems at a scale that commercial software simply could not handle, forcing them to build everything themselves. That mindset would go on to shape everything from Dynamo to the foundations of modern cloud infrastructure. We also unpack the thinking behind one of the most important shifts in enterprise technology, the move from upfront licensing to pay-as-you-go. It sounds obvious now, but at the time it challenged how the entire industry operated, giving businesses the ability to experiment, scale, and take control of their own costs in ways that were not possible before. Looking ahead, Werner offers a refreshing perspective on AI and what he describes as a developer renaissance. While many headlines focus on replacement, he sees AI as a tool that amplifies human capability, placing even greater importance on curiosity, ownership, and collaboration. It is a reminder that while tools will continue to evolve, responsibility and decision-making still sit firmly with the people using them. This episode is a must-listen for anyone building, leading, or investing in technology. It connects the dots between past, present, and what comes next, showing how today's AI wave echoes the same patterns that shaped the cloud revolution. So as we look toward the next era of computing, the question is simple, are we ready to think at the scale required to build what comes next? Useful Links Connect with Werner Vogels Please check the partners of the Tech Tech Talks Network Learn more about the NordLayer Browser Visit Denodo.com

We sit down with Mark to connect strength training, aging well, and the mindset it takes to keep showing up when progress feels slow. We also trace the same “support plus accountability” approach through parenting a child with type 1 diabetes and leading teams in high-stress tech. • Moving from cardio-only fitness to structured strength training • Learning strength for fall prevention, balance, and resilience with age • Prioritising workouts by scheduling them like non-negotiable appointments • Stepping up as parents after a type 1 diabetes diagnosis • Supporting independence without drifting into overprotection • Leading like a coach through clear expectations and accountability • Building trust by remembering people and showing you care • Using straight talk and root-cause thinking to learn from mistakes • Rebuilding confidence after a shoulder injury through warm-ups and patience • Noticing the biggest payoff as feeling better in daily life Support the showEmail:  bgbryan@gmail.comWebsite:  http://bartonguybryan.comInstagram: https://www.instagram.com/bartonguybryanYoutube: https://www.youtube.com/@mindsetforgechannelMy 3 Top Episodes of the first 100: 7 Essentials to Building Muscle after 40 3x Olympic Gold Medalist Brendan Hansen MMA Strength and Conditioning Coach Phil Daru 

One of artificial intelligence's most hyped “abilities” is how it writes computer code. So much so that seemingly anyone can do it. So we figured… why not us? Guests: Greg Lavalee, Slate's Chief Technology Officer.Clive Thompson, contributing writer for the New York TimesWant more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Evan Campbell, and Patrick Fort. Hosted on Acast. See acast.com/privacy for more information.