Podcasts about Pegasystems

Ken Stillwell, COO and CFO of Pegasystems (PEGA) joins Trading 360 to discuss the latest earnings. He explains how PEGA helps automate and manage work for clients. The stock hit 4-year highs today and jumped over 10% on the earnings report. He highlights how they have grown their topline while also growing free cash flow. Ken also discusses competition and how PEGA is setting itself apart in the sector.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Recorded live at Sibos in Frankfurt, in partnership with LSEG Risk Intelligence, this episode of the c-suite podcast explores how innovation, regulation, and AI are reshaping payments and compliance. Host Graham Barrett was joined by: 1/ Michael Meadon, Director, Asia Pacific, LSEG Risk Intelligence 2/ Florence Vicentini, Chief Commercial Officer, Neterium 3/ Stephen Richardson, Chief Strategy Officer & Head of Banking, Fireblocks 4/ Pablo Villegas Garcia, EMEA Payments Head, AWS 5/ Deepak Arora, SVP and Head of Banking – Continental Europe, HCLTech 5/ Marc Andrews, Global Managing Director, Pegasystems inc. From the explosion of global sanctions and the rise of stablecoins, to the use of cloud and AI in fighting financial crime, and the shift toward agentic and autonomous banking systems, the discussion reveals how institutions are accelerating innovation while maintaining resilience, trust, and regulatory rigour.

Send us a textThe enterprise technology landscape in 2025 is marked by accelerating AI adoption, strategic partnerships, and expanded automation capabilities across industries. Velixo secured a Series A investment from Elephant to fuel growth in financial reporting automation, while FloQast launched auditable AI agents aimed at addressing the growing talent gap in accounting and finance. Infor and Kinaxis announced a new partnership to enhance AI-driven supply chain collaboration, and Pegasystems introduced an AI-powered solution tailored for governance agencies. Planview unveiled several upcoming product enhancements focused on strategic portfolio management, while Rimini Street rolled out new Workday-centric services to strengthen support options for enterprise clients. SAP introduced its Omnichannel Sales Transfer and Audit solution to drive transparency across sales operations, UiPath expanded its testing toolkit with advanced AI agents, and Workato acquired DeepConverse to bring conversational intelligence into its automation platform—collectively signaling that enterprise software innovation is converging around intelligent, interconnected, and highly automated ecosystems.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

The customer journey guides the lifetime value of our most important audiences, yet how do we ensure that we are planning, mapping, managing, and optimizing these journeys effectively? Agility requires a deep understanding of your customer's journey and the ability to adapt your strategies and tactics in real-time. It also demands a willingness to experiment, learn, and iterate quickly, embracing change as an opportunity rather than a threat. Today, we're going to talk about the exciting new Institute for Journey Management and how it's helping businesses unlock the power of customer-centricity in a complex and ever-changing world. To help me discuss this topic, I'd like to welcome, Mark Smith and Raymond Gerber from the Institute for Journey Management. About Mark Smith and Raymond Gerber Raymond GerberRaymond Gerber is Co-Founder of the Institute for Journey Management (I4JM) and Founder of JourneyCentric-CX, where he helps enterprises operationalize customer journeys to drive measurable value. With over 25 years of experience, including leadership roles at Qualtrics, Thunderhead (acquired by Medallia), Pegasystems, and Chordiant, Raymond has been at the forefront of journey orchestration, analytics, and AI-driven engagement. He holds 5 patents in journey analytics and customer experience innovation and has guided multiple SaaS organizations through successful acquisitions.Mark SmithMark Smith is Co-Founder of the Institute for Journey Management (I4JM) and Founder of Journey-Smiths, a boutique consultancy helping companies drive value from journey technology.  Mark has over 30 years of experience in customer analytics and engagement, including leadership roles at Kitewheel, CSG, Portrait Software and Quadstone - guiding a series of software start-ups to over $100M in exits.   He has steered customer analytic products to recognized market leadership positions since the late 1990s, and became a pioneer in the new domains of journey analytics and orchestration in 2013.   By training Mark is a statistician, with a PhD from the early days of AI and distributed computing.  However he fights against the statistician stereotype and has focused on customer and market alignment for products throughout his career.The Institute for Journey Management is a new industry association with a mission to unite journey management ecosystem members. It brings together business leaders, practitioners, implementers and vendors in a collaborative, non-profit initiative to develop shared knowledge of the business benefits possible from journey management.  Resources Institute for Journey Management: https://www.i4jm.org/ This episode is brought to you by Kinetic Data. Self-service without compromise. Build powerful self-service experiences across your entire organization without sacrificing speed, flexibility, security, or control. https://kineticdata.com/ Register now for Sitecore Symposium, November 3-5 in Orlando Florida. Use code SYM25-2Media10 to receive 10% off. Go here for more: https://symposium.sitecore.com/Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

The customer journey guides the lifetime value of our most important audiences, yet how do we ensure that we are planning, mapping, managing, and optimizing these journeys effectively? Agility requires a deep understanding of your customer's journey and the ability to adapt your strategies and tactics in real-time. It also demands a willingness to experiment, learn, and iterate quickly, embracing change as an opportunity rather than a threat. Today, we're going to talk about the exciting new Institute for Journey Management and how it's helping businesses unlock the power of customer-centricity in a complex and ever-changing world. To help me discuss this topic, I'd like to welcome, Mark Smith and Raymond Gerber from the Institute for Journey Management. About Mark Smith and Raymond Gerber Raymond GerberRaymond Gerber is Co-Founder of the Institute for Journey Management (I4JM) and Founder of JourneyCentric-CX, where he helps enterprises operationalize customer journeys to drive measurable value. With over 25 years of experience, including leadership roles at Qualtrics, Thunderhead (acquired by Medallia), Pegasystems, and Chordiant, Raymond has been at the forefront of journey orchestration, analytics, and AI-driven engagement. He holds 5 patents in journey analytics and customer experience innovation and has guided multiple SaaS organizations through successful acquisitions.Mark SmithMark Smith is Co-Founder of the Institute for Journey Management (I4JM) and Founder of Journey-Smiths, a boutique consultancy helping companies drive value from journey technology.  Mark has over 30 years of experience in customer analytics and engagement, including leadership roles at Kitewheel, CSG, Portrait Software and Quadstone - guiding a series of software start-ups to over $100M in exits.   He has steered customer analytic products to recognized market leadership positions since the late 1990s, and became a pioneer in the new domains of journey analytics and orchestration in 2013.   By training Mark is a statistician, with a PhD from the early days of AI and distributed computing.  However he fights against the statistician stereotype and has focused on customer and market alignment for products throughout his career.The Institute for Journey Management is a new industry association with a mission to unite journey management ecosystem members. It brings together business leaders, practitioners, implementers and vendors in a collaborative, non-profit initiative to develop shared knowledge of the business benefits possible from journey management.  Resources Institute for Journey Management: https://www.i4jm.org/ This episode is brought to you by Kinetic Data. Self-service without compromise. Build powerful self-service experiences across your entire organization without sacrificing speed, flexibility, security, or control. https://kineticdata.com/ Register now for Sitecore Symposium, November 3-5 in Orlando Florida. Use code SYM25-2Media10 to receive 10% off. Go here for more: https://symposium.sitecore.com/Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

By PNC BankSubscribe to C-Speak so you never miss an episode. Listen on Apple Podcasts, Spotify or wherever you get your podcasts.On this episode of PNC C-Speak, Alan Trefler, founder and CEO of Pegasystems, joins to discuss his entrepreneurial journey that led to a billion-dollar company. He shares the importance of fostering curiosity in business, managing technological transitions and the impact of AI on future business processes. Trefler also touches on his passion for chess — he became a master at age 19 — and his experiences and lessons as the son of a Holocaust survivor and his philanthropic efforts through the Trefler Foundation.Listen to the podcast to learn more about: ·      Pega's business model and impact (2:05)·      How Pega has navigated major technology transitions (4:32)·      Trefler's North Star as he leads the company (6:39)·      How chess factors into Trefler's business strategy (12:46)·      Trefler's favorite spot in Boston (22:16)  Powered by PNC Bank.

Wie setzt man ein erfolgreiches Softwareprojekt in der Organisation auf, treibt es voran und sichert nachhaltigen Unternehmenserfolg? In dieser Bonusepisode von Behind the C spricht Franz Kubbillum mit Atreus Direktor Christian Wagner und Frederic Cuny über die Herausforderungen und Erfolgsfaktoren moderner Softwareprojekte. Frederic Cuny, ehemaliger Unternehmensberater, Gründer und heutiger CTO bei Pegasystems, bringt dabei umfassende Praxiserfahrung im Bereich digitale Transformation mit. Im Gespräch beleuchtet er die Bedeutung skalierbarer Plattformen für KI-geschützte Entscheidungsfindung und Workflow-Automatisierung als strategischen Hebel für Effizienzsteigerung und Geschäftswert. Als Brücke zwischen Technologie und Vertrieb erklärt Cuny, wie er messbaren Business Value generiert und welche strategischen Schlüsselaufgaben er bei Pegasystems verantwortet. Zudem analysieren die Gesprächspartner die Rolle des C-Levels bei der erfolgreichen Steuerung digitaler Transformationsprozesse und dem Umgang mit Change-Management. Zudem beantwortet er folgende Fragen: - Wie funktioniert die KI-gestützte Entscheidungsfindung und Workflow-Automatisierung bei Pegasystems? - Bei welcher Situation – etwa während der COVID-19-Krise – hat Pegasystems geholfen? - Was sind die größten Herausforderungen im Change-Management? Insights zur unternehmerischen Realität von Gründungsprozessen, zur Gestaltung nachhaltiger Transformationen und zur Rolle im Kundenmanagement runden die Episode ab. Hören Sie rein! Themen: - C-Level - Tech - Software - Cloud Technology --- Über Atreus – A Heidrick & Struggles Company Atreus garantiert die perfekte Interim-Ressource (m/w/d) für Missionen, die nur eine einzige Option erlauben: nachhaltigen Erfolg! Unser globales Netzwerk aus erfahrenen Managern auf Zeit zählt weltweit zu den besten. In engem Schulterschluss mit den Atreus Direktoren setzen unsere Interim Manager vor Ort Kräfte frei, die Ihr Unternehmen zukunftssicher auf das nächste Level katapultieren. ▶️ Besuchen Sie unsere Website: https://www.atreus.de/ ▶️ Interim Management: https://www.atreus.de/kompetenzen/service/interim-management/ ▶️ Für Interim Manager: https://www.atreus.de/interim-manager/ ▶️ Profil von Fred Cuny: https://www.linkedin.com/in/fredcuny/ ▶️ Profil von Franz Kubbillum: https://www.atreus.de/team/franz-kubbillum/

Enterprise software is evolving as generative AI enables smarter ways to build and run business processes. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Pegasystems CEO Alan Trefler on how tools like Blueprint and agentic workflows help modernize legacy systems and boost productivity. They discuss the company's recurring software-as-a-service revenue, customer verticals and how its low-code roots power its AI strategy. Trefler also shares his views on the evolving competitive landscape, future product strategy, and scale ambitions.

What if your agentic AI could innovate autonomously—and still follow your business rules? Agility in the age of AI doesn't just mean speed. It means predictability, accountability, and the ability to innovate autonomously without businesses losing control of what is important, and what their customers value. Today we are here at PegaWorld 2025 at the MGM Grand in Las Vegas, and we're going to talk about how enterprises are starting to move beyond prompt-based, freewheeling AI models and toward something more mature, governed, and scalable: Predictable AI Agents. And we'll explore what that means for the future of autonomous enterprise decisioning and innovation. To help me dig into this topic, I'd like to welcome Peter van der Putten, Director AI Lab and Lead Scientist at Pega. About Peter van der PuttenPeter van der Putten is assistant professor of AI, Leiden University and Director AI Lab at Pegasystems. Through his expertise in artificial intelligence and machine learning, Peter helps leading brands to become more ‘human' by transforming into customer centric organizations. In addition to his role at Pegasystems, Peter is an assistant professor and creative researcher at the Leiden Institute of Advanced Computer Science (LIACS), Leiden University, The Netherlands.   Peter is particularly interested in how intelligence can evolve through learning, in man or machines. Peter has a MSc in Cognitive Artificial Intelligence from Utrecht University and a PhD in data mining from Leiden University, and combines academic research with applying these technologies in business. He teaches New Media New Technology and supervises MSc thesis projects.  RESOURCES Pega: https://www.pega.com https://www.pega.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsOnline Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrandDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

What if your agentic AI could innovate autonomously—and still follow your business rules? Agility in the age of AI doesn't just mean speed. It means predictability, accountability, and the ability to innovate autonomously without businesses losing control of what is important, and what their customers value. Today we are here at PegaWorld 2025 at the MGM Grand in Las Vegas, and we're going to talk about how enterprises are starting to move beyond prompt-based, freewheeling AI models and toward something more mature, governed, and scalable: Predictable AI Agents. And we'll explore what that means for the future of autonomous enterprise decisioning and innovation. To help me dig into this topic, I'd like to welcome Peter van der Putten, Director AI Lab and Lead Scientist at Pega. About Peter van der PuttenPeter van der Putten is assistant professor of AI, Leiden University and Director AI Lab at Pegasystems. Through his expertise in artificial intelligence and machine learning, Peter helps leading brands to become more ‘human' by transforming into customer centric organizations. In addition to his role at Pegasystems, Peter is an assistant professor and creative researcher at the Leiden Institute of Advanced Computer Science (LIACS), Leiden University, The Netherlands.   Peter is particularly interested in how intelligence can evolve through learning, in man or machines. Peter has a MSc in Cognitive Artificial Intelligence from Utrecht University and a PhD in data mining from Leiden University, and combines academic research with applying these technologies in business. He teaches New Media New Technology and supervises MSc thesis projects.  RESOURCES Pega: https://www.pega.com https://www.pega.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsOnline Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrandDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines.Broadcasting from Carson's 2025 Spring Partner Summit in Omaha, this conversation blends covers everything from Tesla and Palantir to Microsoft's AI momentum and more.Key TakeawaysTesla Is Not Just a Car Company: Dan emphasized that Tesla should be valued as a disruptive AI and robotics company, not merely an automaker. Autonomous robotics are seen as a core driver of its future valuation.AI Party Is Just Getting Started: We're still in the early innings of the AI revolution—around “10:30 p.m.” on an all-night timeline, according to Dan. He likens skeptics to party-poopers who will wish they had joined once the sun comes up.China Cannot Be Decoupled: Efforts to cut ties with China in tech manufacturing are unrealistic, says Dan. The U.S. relies heavily on Chinese infrastructure, and disrupting this would have broad economic consequences.Apple as the AI Highway: While Apple may have lagged in AI innovation early on, Dan believes it will become the dominant platform for consumer AI applications thanks to its vast device ecosystem and installed base.Microsoft's Untapped AI Monetization: Despite a recent lull in stock performance, Dan sees Microsoft as massively underappreciated in its AI capabilities, especially within its enterprise customer base.Google (Alphabet) Is Underloved: Alphabet is currently the most underestimated of the “Magnificent Seven” tech stocks, particularly due to overstated concerns about search being disrupted by AI.Palantir's Long-Term Role: Dan projects Palantir as a trillion-dollar company in the making, thanks to its growing role in enterprise and sovereign AI applications.AI Stocks Beyond the Headlines: Emerging names like Pegasystems, SoundHound, Veronis, and CyberArk are cited as under-the-radar plays in the AI boom, especially in areas like cybersecurity and data infrastructure.Autonomous + Robotics = Game Changer: Dan envisions a near-future where humanoid robots under $20,000 become household norms—transforming labor, transportation, and daily life.Bitcoin's Role in Tech: Bitcoin's institutional adoption is growing, and Dan sees it as a risk-on asset with increasing relevance, especially in a deregulated environment. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrick Connect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Connect with Dan:• LinkedIn: Daniel Ives• X: @DivesTech Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #DanIves #AIRevolution #TeslaAI #MicrosoftAI #TechInvesting #AutonomousFuture #InnovationEconomy #NVIDIA #Palantir #CryptoAndTech #ChinaUSRelations #BigTech #FutureOfWork #CarsonPartners #FinancialPodcast 

Send us a textCall center and customer service workflows, particularly in heavily regulated sectors like banking, financial services, and insurance, often involve a level of complexity that standard CRM platforms struggle to accommodate. Processes such as client onboarding, approval cycles, and exception handling require dynamic, BPM-like capabilities that go beyond basic ticketing or task management. While major CRM solutions may offer customization, they frequently lack the agility and deep integration needed for real-time process orchestration and ad-hoc decision-making. This is where Pegasystems distinguishes itself, leveraging its strengths in process automation, AI-driven decisioning, and dynamic case management to manage intricate workflows with precision and adaptability. Positioned as a leader in the convergence of CRM and business process management, Pegasystems stands out for organizations seeking a platform that can handle complex service environments while maintaining compliance and operational efficiency.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Pegasystems' capabilities. We covered many grounds, including where Pegasystems might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Pegasystems.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Today's interview is with Don Schuerman, the CTO at Pegasystems, an industry-leading low-code platform for AI-powered decisioning and workflow automation. Don joins me today to talk about the upcoming PegaWorld 2025 (PegaWorld is taking place at the MGM Grand in Las Vegas from June 1st to the 3rd), Agentic AI (obvs.), how some organizations are implementing agentic solutions and it is causing chaos, a better way to do it, Pega Blueprint, legacy transformation and how to get it right. This podcast is sponsored by Pega. This interview follows on from my recent interview – Starting a resolution revolution – Interview with Tom Eggemeier, Adrian McDermott and Matthias Göhler of Zendesk – and is number 538 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.

According to Salesforce research, 66% of sales representatives feel overwhelmed by the number of tools they use. So how can you streamline your tech stack to enhance operational efficiency and drive revenue growth?Shawnna Sumaoang: Hi, and welcome to the Win Win podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Serge Lobo, the Chief Revenue Officer at Loadstone. Thank you for joining us. I’d love for you to tell us about yourself, your background, and your role. Serge Lobo: Thank you, Shawnna. Thanks for having me here today. What is this year today? So I’m 27 years in sales, 23 years in sales management. I used to work for multiple different known brands like Microsoft, HP, Pegasystems, Ingenico, and SAS, so that’s a famous analytics company. And now I’m chief revenue officer, so we try to get The right title for my position because nowadays in size business, the revenue comes not only from sales, but also from retention of the customers. So my role is actually to wrench all the sales processes and ensure that the customers are getting the right impact so that we managed to retain them and then ensure that they grow together with us. SS: Amazing. Well, thank you again for joining us today. Given your extensive experience in sales leadership across both large enterprises and startup organizations, I’d love to understand how does your background influence your strategy for driving global revenue growth at Loadstone? SL: I play the thinking first of all, so before making any moves, any discussion. So we need to think of what do we want to achieve here rather than just get the contract. Yeah, it’s not as simple as it used to be when you get a call and then just because you have a fascinating piece of software, someone getting excited and then just signs the contract. Not anymore. A lot of competitors, like in our space, we just made a rough calculations and we had. We counted like 14, 000 companies worldwide that are doing pretty much the same things as we do 14, 000. Yeah, that’s a lot. And, uh, the concept that I apply is that first of all, so we need to think of how we drive the process and then go after automation of that. So we need to design the processes. We need to get to build the operating model, and then we need to understand the requirements for the systems for the systems that we want to deploy and to benefit from them. And of course, well, all that. Goes through the, uh, revenue thinking. I’m a chief revenue officer. So I’m partially responsible not only for revenue, but also for spendings. Yeah. So spendings are also the key elements. So every solution that we’re using should be cost efficient for us. SS: Amazing. And I understand Lodestone recently went through a rebrand, which can bring a lot of significant changes for the sales team. What are some of your best practices for helping your teams effectively navigate this transition? SL: Well, first of all is, uh, we need to be transparent. Yeah. We need to be transparent and we need to make sure that the team buys the general idea. And then the team is ready for change. Cause as for any human being, the change is the biggest challenge. Yeah. So after five years old, so then we are really hesitant to change, which is surprising before five years, we want to try everything. You want to change everything like every day. After we are five years old. So we become really hesitant to that. That’s pretty much the major challenge that we have when we change anything in the company. We won’t change the sales process and we need to sell that first to people. And sometimes it’s, it’s not an easy task. And so we try different means of getting that to people so that they start to use that. It’s because it’s not only to make. People try to stand that, right? But it’s also like, do you use that in like everyday work? Do you use that in everyday customer discussions? Do you use that when you talk to your peers? And so that’s most difficult. And so we spend a huge amount of time now in terms of like getting them to people so that they start using that. Yeah. Cause we have people from different generations, different background, different experience. And so of course, well, they try to use the experience first. All right, so we are now in Lodestone. Okay, so what’s your product, product X, Y, Z. All right, let me try to sell that. And then we need to make sure that people are doing that in the right way. Yeah. Cause we see that there is a best practice and there’s some practices that have very little propensity to be successful. Yeah. So we need to increase that chance. We need to give people not only the automation tools, but also the methodology and the process tools so that they speak in the right way to the customers. SS: Absolutely. And as you mentioned, when these organizational changes happen, you often have to reshape the sales process. And I know that’s one of your key focuses. What challenges have you faced in optimizing sales processes and how have you overcome them? SL: Well, the first is to measure the measurement of the current status and the measurement of the target status, say in my career when they try to do the major change, so then people want to move fast. Yeah, okay So let’s move fast. Let’s change everything Let’s do it for the best But then when we try to analyze and to think on what will be a successful change. Then we need to define the target where we are today where we want to go in the future And that’s the number one thing. Then the second thing is really to get people involved into that change. And what I do usually throughout my career since my early management years, so I try to involve people, you know, so involving people into designing that process because they know about what’s going on in the field and then they know better what might work in order to do it best. Yeah. And then of course, well, if there are some good people with different experience also, but different attitude to the process. So they usually get some really good insights and really good advisors and me as a manager. So I usually facilitate that process, even though I might know the final answer. So, but I then guide people to the final answer, which is right so that they cannot escape them from deploying that and usage of those process, those ideas, those guidelines that they designed literally for themselves. SS: I think those are some great best practices now from your perspective, what is the strategic advantage of an enablement platform and helping organizations improve sales processes and really drive operational efficiency? SL: Some years ago, I heard that statement when the boss asked, what if we enable people teach them to do and they leave? And then the sales manager answers that question with another question. What if we don’t enable them? We don’t teach them and they stay. So that’s literally it. So that’s a key element of any successful sales organization to enable people, not only of the product knowledge, not only of the pricing tools, but the way you sell that, because nowadays this is not a challenge to sell something. It’s in fact, the challenge, the huge challenge is to buy, and if we analyze the customer processes, then we will find out that the process to buy something is by far more complicated than the process to sell something. And so we need now to understand and to guide our salespeople, to be the helper in that journey, for the customer to fulfill their buying intentions, to fulfill their buying process in the best way, because well, they buy it once, but we sell it like on a multiple times. And so we now. What are the intentions of the customer in the process of what will be the next step? How to justify this or that step, justify this or that number. Yeah, so all of those talking to people in numbers, talking to people in financials that requires a huge amount of routine operations and a huge amount of experience. So you need to be very comfortable to do that. Yeah, and in order to do that, you cannot do that on the fly. So you need to be enabled properly. You need to be enabled through the business cases. You need to be enabled through the rehearsals of the pitches. You need to be enabled through the templates. And of course, all of that, the combination of all those streams. So it becomes kind of the most important part of the, uh, in the company, because all the rest is just the outcomes on how good your people are trained, how good people are enabled if they’re not. There’s a very little chance that they form well and you build up the sustainable system of sales, a sustainable organization. And that’s why actually, so the first thing I did in Loadstone, when I joined the company, I asked, do we use any kind of database or knowledge base enablement system? Do we have any enabling processes for people who come to Lodestone, who come to, uh, to join our great team and, uh, make sure that we multiply our, Successful cases and best practices. And the answer was like, well, really, so yeah, we got some Google Docs, multiple slides for people trying to serve there. And, um, literally, so they, sometimes they just get drawn in those multiple artifacts and never, never came up. So that’s why we decided for a different approach. SS: Well, I love that you’re taking that and from a sales leader perspective, what role does leadership play in really fostering a culture of efficiency? SL: Let me give you an example. So for every single new employee that comes into a client facing role, I spend at least four and a half hours of my time for every single employee, not a group level, like on individual level on getting people through our operating model. How do we work on getting people known? What do we sell on getting people know? What are the major tools that I’m looking as a zero on the management? So means that We try to get our employees, our sales or client facing people, not only through the tools, but also through the cultural DNA. So what the company is, what are we doing? Well, why are we doing this? Why we don’t do that? Why we don’t push in the products? Why I didn’t need the contract without knowledge of the customers? Yeah. Because sometimes, well, there are people who come up to and say, Hey, here’s a contract. I just signed it. I said, do you have enough information about that customer? Well, who cares? Yeah, I just signed the contract. Well, I do care because, well, there’s a little chance to retain that customer in one or two years just because, well, we did the last job during the sales process. No, that’s not the DNA of the company, and we explained that right from the beginning of the employee journey in our company. SS: I love that. I love that’s part of the DNA. Now, you mentioned that automation has played a key role in helping you drive operational efficiency, such as your automated process for content governance. Can you tell us more about this process and how you’re automating sales workflows? SL: Well, the sales workflows are being automated with a solution from the company called Pipedrive. So that’s our sales automation tool. But everything aside of that, so it means the knowledge base and some parts of the customer interaction workflows, including learning and management, we are automating that with Highspot. So we’ve came across Highspot a couple of years ago. And so I found it really fascinating because I know in my previous companies we’ve had. Self enablement platforms. And that time I was like thinking, okay, so we don’t have enough resources to develop anything, which would be at least at the level of what I used to have in my previous companies. And then I came across Highspot and I was like, really? So can these guys do this and this and this? And then we came through a couple of use cases and then we understand, okay, so Highspot is a good, probably a good selection for us. And then when I understood that this is a great selection for us is that when we start talking money. Cause this was literally like the, the only provider who managed to convince me from the money standpoint, from financial standpoint, rather than the features and functions. So, and that’s still the example for, even for my salespeople, I still have that first proposal from Highspot saying, all right, so this is how the proposal should look like for, for our customers, because that speaks in terms of financials, mostly rather than features and functions. Then that impressed me a lot. And so I understood that company wise, we have pretty much similar DNA. Because we also talk to our customers, not for features and functions, but through the benefit that they may get from usage of our software. SS: Well, I have to say, you guys are doing amazing with streamlining those processes. And you’ve also driven really strong engagement from the sales team with 95 percent recurring usage and Highspot. What are some of your best practices for driving adoption of these investments that you’ve made in tools for your sales team? SL: Well, first of all, what I was impressed at the beginning is how I might use that for customer interactions. So the functionality of what they call the pitching and that transformed into creation of Digital Rooms. So that allows us to create a very personal lending. Content page for all customers. So whenever I want to share something with the customers, I make my people to share that through the pitching of the Highspot because I can definitely say whether this content was attractive or not, whether this content was read, how much time was spent in reading of that content? Because that’s very important for me. And I had a couple of times I even had some nasty customers had a situation when, you know, me personally, I was sending them the pitch and then I called them and said, hey, we spend a time, we prepared a proposal for you. Well, what do you say? He said, well, um, I read this proposal. I never saw that being opened and we don’t go, okay, all right. So I don’t want to spend the time with you just because, well, it doesn’t make sense for you. Okay. If it doesn’t make sense for you, it doesn’t make sense for us, but pitching is a very important part of custom interactions and that drove a lot of ROI for us. Because we now see that those customers who are mostly interacting with this landing pages, personal landing pages, they close the deals with us quite fast. So then the second one is, of course, for the internal knowledge base. So we found that those people who are most readers in Highspot, they are, surprise surprise, our top performers, yeah? Because in a lot of cases, you might face this situation when you just create some kind of piece of content and then you ask your people to read this, read this, listen to this, watch this, and then say, well, listen, well, I don’t have time, I have a custom meeting, I don’t have time, it’s just too long, can you just make it one page of me? And the bottom line, those who read most are the top performers. What a sequence, yeah? So that structure actually helps us to build up the sales guides to check what are the most useful pieces of information that we have in a high spot, also from to spend the time on developing or stop developing certain pieces of content at a time. SS: Absolutely. Absolutely. Those are amazing. And since implementing Highspot, do you have any business results that you can share or any wins that you can share? SL: Well, in fact, it’s really hard to measure the effectiveness of sales enablement rather than through the sales results. And so I know for sure that we increased our conversion rates by 110%. So that’s, that’s the official number from our Pipedrive. So just getting prepared for the session, I asked the CRM team, what’s the result or what do we have from numbers? And it told me, well, we have this and this and this. And I think, well, this is the highest award for me. To understand what’s the efficiency of Highspot in Loadstone. Yeah, 110 percent of onversion growth. And, we have today, I think, over 7, 000 artifacts or pieces of information that we uploaded. And we have a very, uh, a very big open rate for those pitches that, that our customers are getting from our client success managers. So that’s, we are delivering, I think while we are delivering at least month to month, that’s a different number, but this is around 200 pitches per month for us, which means that we have a lot of those personal interactive sessions. SS: Amazing. Amazing. Well, last question for you, I loved hearing about kind of your journey in terms of the rebrand and the sales process, see optimizations, but I’d love to understand as you’re kind of looking ahead as someone who is passionate about innovation and operational efficiency, how do you envision leveraging AI to further enhance your strategy for driving revenue growth? SL: Oh, that’s a buzzword today. Well, actually in content of knowledge management, AI should help people to have all information on the top of their fingers. Yeah. So whatever you ask, you need to have the concentrated answer. So, and that’s where AI can help to get known to new information. Because, well, I told you, we have 7, 000 pieces of information. How do you navigate through that? Yeah. That’s really challenging. And in fact, so so this is what we’re looking for is that a I will help us to get first of all, like a little pieces off and concentrated pieces of information to start your journey into specific area of knowledge and if you understand that, well, this specific thing is of value for me is a value for my customer, I need to get deeper. And so then depending on the depth, so AI should be helping people to get as much concentration of the information that they need in this specific level. Cause, uh, yeah, we do have this pieces of information, like 70 pages it sounds reference guide. Yeah. So then you cannot make people to read it nowadays. But then is this a valuable piece of information? Of course it is. Yes. And we have the reason why it’s 70 pages, not 50, not 30, not 20, not one. There’s a lot of valuable information, but I don’t need it at the same time all the time. Yeah. I need the piece of information which will be valuable for me right here. Right now. And so AI might be a very helpful tool in that. So that’s how I see that. So needless to say, for the international companies, you have a lot of pieces of information that should be translated into multiple languages. So that’s also the help of, uh, that’s with AI tools. You save huge amount of time now to do that completed. Yet you have like write visuals, write text, optimize text to the specific cultural languages and so on and so forth. That’s something that AI already helps us a lot, but then I see that we’re still in the beginning of the journey. SS: Yes. Yes. There’s a lot more that I think it’ll bring over the fullness of time, so I’m excited to see where it takes us. Serge, thank you so much for joining us today. I really appreciate your time and your thoughts. SL: Thanks Shawnna! SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

What are the business techniques leaders can learn from a Chess Master CEO and how should they be thinking about the future of AI? In this episode, Rich sits down with Alan Trefler, a chess master and the Founder and CEO of Pegaystems, the Enterprise Transformation Company that helps organizations Build for Change® with enterprise AI decisioning and workflow automation. Alan has earned multiple patents and overseen the expansion of Pega from start-up to a $1.3+ billion, global, public company with about 6,000 employees. In this episode, he discusses the lessons he has taken from chess into business, and how he thinks companies should be strategically thinking about AI. ---------Key Quotes:“The chess master will look and identify a set of candidates. They don't just stare at the position and magically figure out what to do. They say, ‘hey, here are three, four, five things that appear to be credible alternatives' and then very methodically dig through them to figure out which might be the best one or what the holes are.”“In the four decades of Pega's existence, we've done five complete technology shifts….And every single one of those encompass the risk of doing something that was materially different. And there's always risk when you're doing something the first time, or you're doing something that is hard. Ultimately I think evaluating those risks is key, but you also need to think about the risk of not making a change.”“If you think of AI as an accelerant, as a way to, for example, tell you something about your business that you should make better and then you have the chance with your team to weigh in and don't necessarily do what the AI is telling you, but use the AI as a stimulus. Boy, you can use the AI as it exists now, and it can profoundly change the way a business works.”Practice Makes Profit: Increasing productivity and efficiency by scoring and categorizing your interactions. League of Strategic Minds [listener question]:  What are the keys to running a good strategy offsite meeting? Winsights: Ideas for Advantage:  Jack Welch, former CEO of GE, said, “When the rate of change inside a company is slower than the rate of change outside, the end is in sight. The only question is when.” Are you and your team making changes internally in your thinking, processes, resource allocation, and structure each and every quarter?--------Time stamps:(00:44) Deep Dive Interview with Alan Trefler (43:50 Practice Makes Profit (45:48) League of Strategic Minds (48:27) Winsights, Ideas for Advantage  ---------Links:Submit a question for Rich to the League of Strategic Minds: https://www.strategyskills.com/strategic-minds-podcast/ Alan Trefler on LinkedIn: https://www.linkedin.com/in/alantrefler/Pegasystems: https://www.linkedin.com/company/pegasystems/Rich Horwath on LinkedIn: https://www.linkedin.com/in/richhorwath/Rich Horwath on YouTube: https://www.youtube.com/@RichHorwathRich Horwath on Instagram: https://www.instagram.com/richhorwathceo/Strategic Thinking Institute Website: https://www.strategyskills.com/Inc. Magazine's Top 4 book for 2024: STRATEGIC  Book: https://www.amazon.com/Strategic-Direction-Advantage-Executive-Excellence/dp/1394215339New executive development platform: Strategic Fitness System: http://www.Strategic-Fitness-System.comSign up for Rich's free Strategic Thinker Newsletter: https://www.strategyskills.com/subscribe/[Subscribe to the Podcast] On Apple Podcasts: https://podcasts.apple.com/us/podcast/strategic-minds/id1748877976On Spotify: https://open.spotify.com/show/57wbZTtLJhznc4OBCe0OE6?si=c2c74bbb9b4340e0&nd=1&dlsi=f9d56ce5aafd4941

Have a great point of view to add? Send us a text with your thoughts!Uncover the keys to driving impact in a tech-driven world.Join Jon Busby and Minaz Tejani as they continue their chat with Cat Dutton, VP of Global Marketing at Pegasystems.The conversation explores how to drive real marketing impact through alignment with sales, setting meaningful KPIs, and fostering creativity even in tech-heavy environments.From initiatives like PegaFest to navigating event follow-ups, this episode highlights practical approaches to balancing innovation and measurable results.We also explore the potential of AI as a powerful tool for enhancing productivity and generating deeper insights.Tune in now!

Have a great point of view to add? Send us a text with your thoughts!Cat Dutton, VP of Global Growth Marketing at Pegasystems takes centre stage to share her wealth of experience, including leadership roles at major B2B tech companies like Fujitsu and Atos. The first part of two episodes, this conversation dives into Cat's background and Pega's strategic approach to growth marketing, by blending ABM and demand generation.Tune in now, wherever you get your podcasts.

Why a judge's decision to block Tapestry's more than $8 billion acquisition of Capri Holdings could send chills throughout the M&A space.  Plus, Franklin Mutual Advisers identifies sectors of the commercial real estate market where investors could find opportunity.  And, the CEO of software maker Pegasystems discusses the company's push further into generative AI.

Ken Stillwell, COO & CFO of Pegasystems (PEGA), joins to discuss the recent quarterly report. Annual contract value has been accelerating, especially in their cloud offerings, he says. He talks about high-profile clients, including JPMorgan Chase (JPM), Accenture (ACN), and Morgan Stanley (MS). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In some ways, compliance has become a race against time. Financial institutions need to move quickly in the face of fragmented regulations, siloed decision-making, and overwhelming amounts of data. No one knows this better than Chiara Gelmini and Michael Baldauf, two directors at PegaSystems. Chiara and Michael have spent years helping financial institutions tackle these challenges, and in this episode they share how simplifying the process could change the game in compliance.KYC, AML processes, and financial crime investigations have become more complicated than ever. As regulations evolve across different jurisdictions and the need for speed grows, the pressure to transform compliance practices is at an all-time high. Chiara and Michael discuss these problems and explain why real-time optimization and AI are essential in staying ahead of today's evolving risks.About the Show:BCG on Compliance is a podcast from Boston Consulting Group that explores today's most pressing criminal trends and how compliance experts are adapting to counter those threats.As financial crimes become increasingly sophisticated, compliance can no longer be just a checkbox. It's emerged as a transformative force in every industry, reshaping practices in ethics, risk management, money laundering and cyber security. On BCG on Compliance, we dive deep into the extraordinary minds that are driving that change.Hosted by Hanjo Seibert, a leading expert in compliance, anti-financial crime and fraud, BCG on Compliance features interviews with heavy-hitters propelling compliance to the forefront of the industry. From crime prevention gurus to ethics champions, we'll ask provocative questions and bring you rich insights from the global players shaping the future of compliance, all in a dynamic and compact 20-minute episode.Whether you're a seasoned pro or new to the field, BCG on Compliance is your quick, comprehensive guide. Join us as we explore the profound ways compliance is altering industries around the globe. And connect with us at bcgoncompliance@bcg.com New episodes are released every other week.Episode Links:Michael Baldauf LinkedInChiara Gelmini LinkedInPega WebsiteHanjo Seibert LinkedInBCG LinkedInBCG website

Minter Dialogue with Lidewij Niezink and Peter van der Putten Lidewij Niezink's Background and Current Work - Lidewij shares her extensive experience in empathy within psychology. - Recent focus on integrating AI into applied psychology at Hanze University. - Exploration of using AI, particularly chatbots, in student projects to enhance their studies and professional development. Peter van der Putten's Background and Current Work - Peter discusses his long-standing fascination with AI since 1989. - His dual role as an assistant professor at Leiden University and director of the AI lab at Pegasystems. - Emphasis on AI's role in understanding human intelligence and emotions, and its application in customer interactions. Intersection of Empathy and AI - Minter highlights the guests' converging paths: Peter from AI to empathy, and Lidewij from empathy to AI. - Discussion on the potential of AI to assist in therapeutic contexts due to a shortage of human therapists. Defining Human Uniqueness - Peter and Lidewij debate what makes humans unique, considering empathy, consciousness, and irrationality. - Peter suggests that our projection of human qualities onto AI and other entities is a significant aspect of our interaction with technology. Empathy in AI and Human Interaction - Lidewij emphasises the importance of holding experiential space in empathy, avoiding projection and judgement. - Peter discusses the moral expectations in empathetic interactions, whether human or AI-driven. Challenges and Opportunities in AI Empathy - The guests explore the complexities of encoding empathy into AI, including the need for transparency and understanding the end goals of AI applications. - Peter shares insights from his research on AI's ability to understand and replicate human emotions and intentions. Practical Applications and Ethical Considerations - Lidewij and Peter discuss the practical applications of AI in customer service and the importance of aligning AI behaviour with company values. - The conversation touches on the ethical implications of AI empathy, including the need for transparency and the potential for AI to hold humans to higher standards. Conclusion and Call to Action - Lidewij invites collaboration on developing empathic AI applications, emphasising transparency and ethical considerations. - Peter highlights the importance of starting with a human perspective in AI development and shares resources for responsible AI use. Contact Information - Lidewij Niezink can be reached through her website, empathicintervision.com, and LinkedIn. - Peter van der Putten's work can be explored further through Pega.AI and his academic research, accessible via a simple Google search.

Join me, Neil, on this episode of Tech Talks Daily, where I sit down with Russ Thornton, Chief Technology Officer at Shawbrook Bank. Russ is at the forefront of Shawbrook Bank's ambitious digital transformation journey, leveraging AI-powered decisioning and workflow automation from Pegasystems to revolutionize their operations. Under Russ's leadership, Shawbrook Bank has streamlined their loan processing time by an impressive 75%, while freeing up underwriters from 1,500 hours of manual work each month, all aimed at enhancing the customer experience. Recently, they've embarked on phase two of their transformation, deploying Pega Platform™ to overhaul their buy-to-let mortgage underwriting process, cutting processing times in half and tripling underwriter productivity. In our conversation, Russ shares insights into his career journey and how it shapes his decisions as CTO. We explore the pivotal milestones Shawbrook Bank has achieved with these automation projects, and what lies ahead on their transformative roadmap. Russ also reflects on the lessons learned from these initiatives and provides a glimpse into future projects that will further elevate Shawbrook Bank's digital capabilities. Tune in to learn how Shawbrook Bank is harnessing technology to drive efficiency, improve customer satisfaction, and pave the way for continued innovation in banking. What are your thoughts on the role of AI and automation in shaping the future of financial services? Share your thoughts with us after listening to this insightful episode.

This week, our host Ian Truscott and Jeff Clark, our resident strategy advisor and former Forrester Research Director, are joined by five-time CMO and marketing mentor Grant Johnson, to discuss his Marketing Performance Index.  It's Grant's fourth time on the show, the last time being episode 144. He is a serial CMO who has held the top marketing job in several B2B companies, including Bill Trust, Enburse, Kofax, Pegasystems, SDL, and Cylance. You can learn more about Grant's career from when he first appeared on the show in episode 32. In this conversation, Ian, Jeff, and Grant discuss Grant's latest project, The Marketing Performance Index™. A model for marketing measurement that comprises of 24 key performance metrics across three components: Market Presence, Brand Strength, and Pipeline Health. They discuss why Grant chose these areas, step through them, and the key metrics marketers need to focus on in each. Enjoy! — The people: // Ian Truscott on LinkedIn and Threads // Jeff Clark on LinkedIn // Grant Johnson on LinkedIn Mentioned in this week's episode: // Grant''s website CMO Mentor // The Marketing Performance Index™  // Grant's last appearance on episode 144 // CMO Huddles Rockstar CMO: // Monday Mojo - our weekly LinkedIn Newsletter // The Beat Newsletter that we send every Sunday // Rockstar CMO on the web, Twitter, and LinkedIn // Previous episodes and all the show notes: Rockstar CMO FM. Track List: // Piano Music is by Johnny Easton, shared under a Creative Commons license // We'll be right back by Stienski & Mass Media on YouTube // Living By Numbers by New Musik on YouTube Listen on Apple, Amazon, Spotify or wherever you get your podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Dave Sobel discusses three key topics related to AI and its impact on various sectors. The episode begins by highlighting Deloitte's AI report, which emphasizes the importance of talent strategy in addressing potential job displacement caused by AI advancements. The report suggests that generative AI will redefine jobs rather than replace them, underlining the need for upskilling and reskilling among employees to prepare for the evolving landscape.The episode also delves into positive AI stories, such as the Biden administration showcasing AI's potential in government services and the effectiveness of OpenAI's GPT-4 in analyzing financial statements. However, it also touches on negative instances, like McDonald's removing AI-powered order taker technology due to reliability issues and the high rate of false outputs in AI legal research tools. These examples underscore the importance of reliability, accuracy, and transparency in AI applications.Furthermore, the episode discusses the challenges faced by business leaders in understanding and implementing generative AI, as highlighted in research by Pegasystems. IT professionals express a strong desire to adopt AI technology but cite concerns about data quality, infrastructure readiness, and security. The need for government regulation, ethics, data privacy, and compliance policies is emphasized to ensure successful and secure AI adoption.In conclusion, the episode emphasizes the importance of human-AI collaboration, with AI complementing rather than replacing human expertise. It underscores the need for IT service providers to prioritize thorough testing, continuous improvement, and addressing foundational issues like data quality and infrastructure readiness to facilitate successful AI adoption. Three things to know today00:00 Deloitte AI Report: Generative AI to Redefine Jobs, Highlights Importance of Talent Strategy03:26 AI in Government Services: Biden Administration Highlights Benefits in Education, Healthcare, and More05:31 McDonald's Pulls AI Order Takers from Drive-Thrus After Viral Failures Highlight Reliability Issues  Supported by:  https://timezest.com/mspradio/https://www.huntress.com/mspradio/  All our Sponsors:   https://businessof.tech/sponsors/  Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/ Support the show on Patreon: https://patreon.com/mspradio/ Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessoftech.bsky.social

On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Matt Healy, Director of Product Marketing, Intelligent Automation for a conversation on how Pega's innovative approach to AI and application development is reshaping industries. Their discussion covers: The evolving role of AI in application development How Pega's Blueprint technology stands out in the market Real-world impacts of Pega's intelligent automation The future vision of AI and automation at Pega Challenges and opportunities in implementing AI solutions in businesses   #Pegaworld #Pegasystems #Pega #AI #BlueprintTechnology #appdevelopment #TheSixFiveOnTheRoad #KeithKirkpatrick #MattHealy #technology

In this episode of Six Five On the Road, host Keith Kirkpatrick welcomes Peter van der Putten, Lead Scientist & Director of Pega's AI Lab at Pegasystems for a conversation about generative AI in the enterprise.  Their discussion covers: The current state of generative AI  Common use cases for the technology, pitfalls and hurdles to avoid when deploying generative AI  A preview of the topics he and others will be discussing at PegaWorld iNspire 2024  

Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It's business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's interview is with Don Schuerman, the CTO and Vice President of Product Strategy and Marketing at Pegasystems. Don joins me today to talk about the upcoming PegaWorld iNspire 2024 (PegaWorld is taking place at the MGM Grand in Las Vegas from June 9th to the 11th and there is a money back guarantee!), what he's most looking forward to at the event, the good and bad about the tech offerings out there in the market right now, and why it's the “boring” use of AI that really will help enterprises work smarter and harder amongst other things. This interview follows on from my recent interview – Episode 500: Some reflections on the last 13 years – and is number 501 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.

As AI initiatives gather steam, the public and private sectors are assessing the level of investment necessary to unlock the value of the new technology. It's clear that large funds and a strategic approach will be necessary to bring the workforce along with employers.The UK government has announced several billion pounds in collective funding for AI projects and infrastructure deemed necessary for expanding the UK's AI sector. As governments around the world look to unlock AI success of their own, however, is the UK's current approach enough?In this episode, Jane and Rory speak to Alex Case, senior director and government industry principal EMEA at Pegasystems to discuss how well the UK is positioning itself to take advantage of the growing AI market.Read more:UK competition watchdog says it has “very real concerns” over big tech AI dominanceUK AI regulation: Lawmakers reportedly eye a tighter approachMicrosoft believes the UK can become a "global leader in AI", but regulation needs fixingInvestment in UK AI firms plummeted last year despite the hype surrounding generative AIThe UK government's AI goals are being stifled by ‘apocalyptic concerns' over safety

On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Peter van der Putten, Lead Scientist & Director of Pega's AI Lab at Pegasystems for a conversation on AI in 2024, including insights on ethics, governance and the hype around generative AI.  Their discussion covers: The concept of right-brain AI versus left-brain AI and what that means in terms of strategy and use cases The balance between the two that businesses need to achieve success Top AI trends that Peter thinks we'll see more of in 2024 Whether the hype around generative AI is overshadowing the actual business value of the technology How ethics will continue to be a part of the conversation and Pega's approach to ethical AI  

In this episode of Enterprising Insights, host Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, discusses the topic of tech stack sprawl, focusing specifically on the proliferation of multiple enterprise applications within an organization. He covers the conditions that lead to sprawl, the risks and drawbacks of acquiring and implementing a wide range of applications, and highlights the offerings from vendors that are designed to reduce or eliminate sprawl. He also covers some recent news and newsmakers in the customer experience software market. Finally, he'll close out the show with the “Rant or Rave” segment, where he picks one item in the market, and he'll either champion or criticize it.

In this episode, we are joined by Geeta Wilson, Chief Technology Officer of Whole Health, Advocacy and Provider Platforms at Elevance Health, and Christopher Patterson, VP of Product Strategy Customer Service & Sales at Pegasystems, to discuss Elevance Health's mission and strategy, how they center care around the individual, how they use technology for a competitive advantage and more. This episode is sponsored by Pegasystems. 

In this episode, we are joined by Geeta Wilson, Chief Technology Officer of Whole Health, Advocacy and Provider Platforms at Elevance Health, and Christopher Patterson, VP of Product Strategy Customer Service & Sales at Pegasystems, to discuss Elevance Health's mission and strategy, how they center care around the individual, how they use technology for a competitive advantage and more.This episode is sponsored by Pegasystems.

In this episode of Enterprising Insights, Mark Beccue, Research Director, AI, with The Futurum Group joins host Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, for a conversation about the use of generative AI within enterprise platforms and applications. We'll also cover some recent news and newsmakers in the enterprise software market. Finally, we'll close out the show with our “Rant or Rave” segment, where we pick one item in the market, and we'll either champion or criticize it.

On this episode of the Futurum Tech Webcast – Interview Series, I am joined by Pegasystems' CTO, Don Schuerman, for a conversation on what the autonomous enterprise looks like and why it matters for today's businesses.   Our discussion covers: The rise of enterprise AI, and the convergence of technology and industry How Pega has focused on the autonomous enterprise The benefits of a solution that can help to automate workflows and the opportunity for organizations using AI and automation to increasingly become self-optimizing How using AI can transform marketing approaches for personalized customer engagement What Pega is doing to drive growth for their customers, helping them to stay ahead with the skills and technology stack that enables transformation Watch the video below, and be sure to subscribe to our YouTube channel, so you never miss an episode.

Pegasystems Inc., Q2 2023 Earnings Call, Jul 27, 2023

Patient advocacy is a powerful way to navigate the healthcare maze. In this episode of Straight Out of Health IT, we feature Pegasystems' Chief Medical Officer, Dr. Kikelomo “Dayo” Oshunkentan, who talks about the power of patient advocacy and navigating complex healthcare systems. She stresses the importance of patient advocacy, especially for individuals dealing with serious illnesses or injuries. Patient advocacy involves promoting and protecting patients' rights to receive the best care possible. Dr. Dayo explains how patients can actively participate in their healthcare decisions by becoming their own advocates, ensuring their needs and concerns are addressed. Dr. Dayo and Christopher delve into the patient advocate role in effectively communicating their concerns and well-being to healthcare providers. She defines a patient advocate as someone with medical knowledge and understanding of the healthcare system, allowing them to navigate it and effectively convey patients' needs. They both highlight the importance of effective communication between patients and healthcare providers, emphasizing the need for patients to be knowledgeable and empowered. Dr. Dayo and Christopher also discuss seeking second opinions, understanding patient rights, and utilizing technology for better access to care. Patients must be aware of their worth and right to receive quality care. Therefore, the conversation touches on patients' rights and the importance of self-advocacy. They also address the challenges of limited physician capacity for in-depth conversations and suggest using emerging technologies to summarize patients' diverse information creating more effective communication with providers. Finally, they recognize the efforts of patient advocates and the importance of maintaining records and voicing concerns, escalating them when necessary to ensure appropriate care. Tune in to learn more about patient advocacy and how to approach it effectively! --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-kunney/support

Today's interview is with Don Schuerman, the CTO and Vice President of Product Strategy and Marketing at Pegasystems. Don joins me today to talk about the upcoming PegaWorld iNspire, how excited Don feels about being back face-to-face again after four years, celebrating Pega's 40th anniversary and 40 years of innovation, the autonomous enterprise, what that means and what it requires as well as generative AI and where he thinks it's likely to have the most impact in the near term. This interview follows on from my recent interview – The promise of generative AI in customer care and the challenges ahead – Interview with Ryan McDonald, Chief Scientist at ASAPP – and is number 465 in the series of interviews with authors and business leaders that are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: A big thank you goes out to the folks at Pega for sponsoring my podcast for the coming month. We are fast approaching PegaWorld iNspire which is Pega's annual conference that will be held at the MGM Grand in Las Vegas, NV, from June 11th to 13th. This year it will be an in-person event, for the first time in four years, and will bring together experts and industry leaders to demystify technologies like generative AI and intelligent automation They will also illustrate how enterprises can practically apply these technologies to turbocharge productivity, improve low-code app development, and optimize customer engagement. Check out PegaWorld.com to find out more and, hopefully, I'll see you there

In today's episode of Tech Talks Daily, we explore the unconventional path to business success with our special guest, Don Schuerman, Chief Technology Officer of Pegasystems, a global US software firm with major clients such as Lloyds Banking Group, Booking.com, and the UK government. Don shares how his passion for musical improv theatre has helped him rise to the top and transformed how he and his colleagues make better business decisions. In this fascinating conversation, Don discusses the business value of improv as a hobby and how theatrical improvisation skills can sharpen curiosity and collaboration capabilities crucial for success in today's fast-paced business environment. He also delves into OpenAI's recent introduction of ChatGPT and the challenges organizations face when deciding where to begin their automation and AI implementation journey. Don further reveals how embracing improv can help business professionals develop a mindset that accepts constant change as exciting and interesting, fostering a perpetual openness to new ideas. Join us for this enlightening episode as we uncover the power of improvisation in business and technology and learn how a unique skill set can make a difference in achieving success.

Kate Parente (Chief People Officer, Pega) joined us on The Modern People Leader. We talked about making the office a magnet, building a strong relationship with your CEO, and the power of storytelling as a people leader. Timestamps:   (1:22) Good news stories (13:00) This is her first Chief People Officer role (17:00) Why we should be jealous she gets to work at Pega (20:00) The paradigm shift that's happening at work (22:00) There's no one size fits all approach to work (25:00) How the people team is structured at Pega (28:28) Making the office a magnet, not a mandate (31:00) Piloting “Connection Weeks” at Pega (32:46) What makes the Pega people team unique (37:18) The CEO CHRO relationship (40:46) Figuring out what people are thinking and feeling at this moment (42:00) Rapid fire questions Subscribe to the MPL Weekly Digest: https://forms.gle/qdt6YaWULfoEHb6n8 Follow us on LinkedIn: https://www.linkedin.com/company/the-modern-people-leader

Marketing Metrics: Leverage Analytics and Data to Optimize Marketing Strategies by Christina Inge About the Book: Stop feeling overwhelmed by data and start using it to its full potential, to create an agile and forward-looking strategy that enables customer-centric marketing builds your brand, and develops product strategies. Many brands talk about creating a marketing strategy powered by data, analytics, and metrics. Yet too often they're still overwhelmed by data, or unsure of how to use it to create a flexible and future-focused strategy that doesn't just validate what's happened in the past.  Marketing Metrics takes readers through all the stages of implementing a data-first strategy, from early-stage adoption to more advanced customization.  Featuring examples from a range of organizations including Coca-Cola and Mercedes-Benz, it shows how to create a strategy that leverages consumer data for customer-centric marketing, establishes the ROI of channels and campaigns, strengthens brands, and creates data-driven product strategies. Covering the range of new global laws that impact consumer privacy and data collection and usage, Marketing Metrics shows how to use data in a non-invasive, secure, and ethical way.  Also showing how to communicate critical data to the right stakeholders and the skills of the data-savvy marketer, this is a clear and jargon-free guide to creating a future-focused and data-powered marketing strategy. About the Author: Christina Inge is the founder and CEO of Thoughtlight, a tech consulting company that specializes in digital marketing and analytics strategies. She has worked with well-established brands such as Nissan, The Smithsonian, and Pegasystems, as well as a range of startups and nonprofits. Based in Boston, Massachusetts, she is a member of the Massachusetts Technology Leadership Council and has served on the board of the American Marketing Association Boston. An instructor at Harvard University Extension School and Northeastern University College of Professional Studies, she is a frequent and sought-after speaker and has been published in numerous industry publications And, interesting fact – she is also a quilt maker! Click here for this episode's website page with the links mentioned during the interview... https://www.salesartillery.com/marketing-book-podcast/marketing-metrics-christina-inge 

Every week on Demand Gen Visionaries we sit down with marketing leaders from some of the world's largest and fastest-growing companies to uncover the demand gen strategies that have been fundamental to their skyrocketing success. In each episode, we ask our marketing-leader guests which three areas of investment are most important to their demand gen initiatives. Tune into this special mini-series to hear the budget items our CMO guests can't live without!Find parts one, two, three, four, five, six, seven, & eightEpisode Timestamps: *(02:00) Kevin Sellers, CMO, Ping Identity*(04:00) Melissa Sargeant, CMO, AlphaSense*(04:30) Esther Flammer, CMO, Wrike*(06:30) Liam Barnes, Head of Demand Gen, Bionic*(08:00) Eric Quanstrom, CMO, CIENCE Technologies*(11:50) Don Schuerman, CTO & VP of Product Marketing, Pegasystems*(14:00) Michelle Huff, CMO, UserTesting*(16:00) Mandy McEwen, Founder, Mod Girl Marketing*(17:50) Madhukar Kumar, CMO, SingleStoreKey TakeawaysSimplification and focus on a single message or platform is a priority for many CMOs in 2023.Several CMOs say they believe in-person events can be a valuable way to connect clients and a crucial element of their marketing strategy. CMOs cited the web channel as a significant contributor to the pipeline over the years.Quotes“Rather than having multiple go-to-market kinds of motions, we're going to be singular-focused which will give us the ability to invest at the level we need to, but also keeps us simplified and focused on a single message or single platform.” - Kevin Sellers, CMO, Ping Identity“The website, the content team, and paid… those three key areas are what we're developing and focusing in on 2023 to bring new people into the pipeline.” - Melissa Sargeant, CMO, AlphaSense“Our constant need to optimize channels and to look at every single message and keyword—optimizations that we can potentially do within those inbound digital channels is a huge focus for us." - Esther Flammer, CMO, Wrike"Our field budget which is working with vendors… are the lowest volume but the highest converting for us because it's basically just ABM and sales." - Liam Barnes, Head of Demand Gen, Bionic“Some uncuttables are a lot of the positions that we've achieved on directories where our own clients are reviewing us and relating their firsthand experience of doing business with us to the rest of the world." - Eric Quanstrom, CMO, CIENCE Technologies“I think one of the best things I can do as a marketer is connecting one client with another client so that they can inform each other… some of that can only happen at a big in-person event where we can sit down in a tech pavilion or an expo and see the technology, but also talk to each other about how it can be used." - Don Schuerman, CTO & VP of Product Marketing, Pegasystems“​​Our web channel is definitely a huge contributor to pipeline over the years." - Michelle Huff, CMO, UserTesting“If you are in B2B, your target market is on LinkedIn and it's only getting bigger and bigger...if you're not on LinkedIn and you're in B2B, you're missing out on a massive opportunity." - Mandy McEwen, Founder, Mod Girl Marketing“Our first unctuabble item is events and hybrid events too–webinars and such. There are ways to do that in a very economic fashion." - Madhukar Kumar, CMO, SingleStoreSponsorDemand Gen Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for Demand Gen pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.LinksFollow Ian on TwitterConnect with Ian on LinkedInCaspian Studios

Jim talks with Dan Shipper about practical uses of GPT-3 and ChatGPT at the personal scale. They discuss how Dan started playing with these tools, the feeling of new generative AIs, GPT-3 vs ChatGPT, writing a screenplay using ChatGPT, using GPT-3 to analyze journal entries, circumventing the context window limitation, GPT-3 as a journaling tool, how ChatGPT does embedding, the coming market for chatbot personas, the value of guardrails, the monetary cost of using GPT-3, solving the organizational problems of note-taking, Stephen Reid's knowledge-graph of this podcast, the invention of the graphic web browser & the frozen accidents of HTTP & HTML, meta-prompts & data pipelines, how Yohei Nakajima eliminates repetitive tasks using LLMs, and much more. Episode Transcript Chain of Thought (Every) "Can GPT-3 Explain My Past and Tell My Future?", by Dan Shipper GPT Index LangChain "Chat GPT 'DAN' (and other 'Jailbreaks')" Character.AI JRS Knowledgegraph, by Stephen Reid Dan Shipper is the CEO and co-founder of Every, a daily newsletter on business, AI, and personal development read by almost 75,000 founders, operators, and investors. Previously he was the CEO and co-founder of Firefly, an enterprise software company that he sold to Pegasystems. He writes a weekly at column at Every called Chain of Thought where he covers AI, tools for thought, and the psychology of work.

In a competitive digital world where attention spans are short and businesses are looking to build relationships with their customers, high-touch strategies have been shown to increase loyalty and lifetime value. In this episode, we talk with Don Schuerman, the CTO & VP of Product Marketing at Pegasystems—an organization that has built relationships with the world's leading brands—so that you can learn tips from the experts and apply it to your strategy too. Plus, you'll hear insights into digital marketing strategies that activate vs. generate excess content, and much more.Key TakeawaysTrue customer intimacy is hugely important and can only be achieved through frequent interactions. Events are back but people are no longer focused on entertaining experiences. Instead, they're looking for effective outcomes in the form of learning, training, or collaboration.Measuring engagement with a holistic lens reminds marketers that it's not about getting clicks on the website—it's getting converts.Quotes:“That [high] level of customer intimacy and understanding is essential, especially from marketers in technology and enterprise technology where it's not enough to have a strong message and vision. You also have to continuously make that relevant to your customer and audience.”“Measuring engagement across a holistic lens helps me as a marketer remind our broader team that it's not just our job to get a bunch of people clicking on the website—it's actually getting that website to convert.”“Most organizations generate plenty of content—probably too much content. Really, what you really have is an activation problem. Can you effectively activate the content?”Episode Timestamps:* (01:41) - Don's unique role as CTO & VP of Product Marketing at Pegasystems * (06:50) - Segment: The Trust Tree* (12:09) - Looking at engagement holistically * (19:40) - Segment: The Playbook* (28:24) - Segment: The Dust Up* (31:23) - Segment: Quick HitsSponsor:Demand Gen Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for Demand Gen pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.LinksConnect with Ian on LinkedInFollow Don on LinkedInLearn more about PegasystemsLearn more about Caspian Studios

Apple (AAPL) dips below $2T Market Cap. Tesla (TSLA) jolts investors again. Rivian (RIVN) produced 10K vehicles in Q4, comes up short of full-year target. Victoria's Secret (VSCO) stock sinks on executive exit.

WANT THE FULL EPISODE? Check out yesterday's episode, or download it directly using this link: https://api.spreaker.com/v2/episodes/52089767/download.mp3“Decision-making is a taught skill. Decisiveness adds efficiency and speed to the process.” – Rich Diviney Rich Diviney, retired Navy SEAL commander, joins Decidedly to discuss key attributes the most impactful Navy SEALS use to improve their decision-making.KEY TOPICS- Developing attributes that influence your decisions- Autonomic arousal, amygdala hijacking, and the nervous system- Making microdecisions- Utilizing compartmentalization to make faster decisionsCONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERich's book, “The Attributes 25 Hidden Drivers of Optimal Performance”: https://www.amazon.com/Attributes-Hidden-Drivers-Optimal-Performance/dp/0593133943/ref=sr_1_1?dchild=1&keywords=the+attribute&qid=1607956573&sr=8-1Draper Kauffman: https://sofrep.com/news/the-father-of-navy-udtseal-teams-draper-kauffman-part-1/CONNECT WITH RICH DIVINEYInstagram: @rich_diviney & @theattributesFacebook: https://www.facebook.com/RichDiviney/LinkedIn: https://www.linkedin.com/in/richdiviney/Twitter: @richdivineyRich's book, “The Attributes 25 Hidden Drivers of Optimal Performance”: https://www.amazon.com/Attributes-Hidden-Drivers-Optimal-Performance/dp/0593133943/ref=sr_1_1?dchild=1&keywords=the+attribute&qid=1607956573&sr=8-1Rich Diviney & Simon Sinek: https://simonsinek.com/optimists/rich-diviney/Website: www.theattributes.comRich Diviney is a bestselling author, leadership and human performance expert, and retired Navy SEAL commander. During his career in the US Military, spanning more than twenty years, Rich has completed more than thirteen deployments overseas.As the officer tasked with training others for specialized command, Diviney was intimately involved in an extremely specialized SEAL selection process, paring down a group of exceptional candidates to a small cadre of the most elite optimal performers. He also spearheaded the creation of a directorate, employing a strong emphasis on physical, mental, and emotional discipline to optimize the team's performance. Diviney led his small team to create the first-ever “Mind Gym” that helped special operators train their brains to perform faster, longer, and better in all environments—especially high-stress ones.Since retiring from the Navy, Diviney has worked as a speaker, facilitator, and consultant at the Chapman & Co. Leadership Institute and Simon Sinek Inc. In 2020, Diviney founded The Attributes Inc., where he currently serves as the corporation's CEO.Currently, Rich speaks and consults on leadership strategies, assessment and selection processes, and optimal performance techniques. He has worked with thousands of businesses, athletic organizations, and military leaders. His past clients include American Airlines, Meijer Inc., the San Francisco 49ers, Pegasystems, Zoom, and Deloitte.In January 2021, Rich released his first book: The Attributes. 25 Hidden Drivers of Optimal Performance.

“Decision-making is a taught skill. Decisiveness adds efficiency and speed to the process.” – Rich Diviney Rich Diviney, retired Navy SEAL commander, joins Decidedly to discuss key attributes the most impactful Navy SEALS use to improve their decision-making.KEY TOPICS- Developing attributes that influence your decisions- Autonomic arousal, amygdala hijacking, and the nervous system- Making microdecisions- Utilizing compartmentalization to make faster decisionsDON'T HAVE TIME FOR THE FULL EPISODE? Check out the 15-minute highlight clip by going to tomorrow's episode, or download it directly with this link: https://api.spreaker.com/v2/episodes/52089890/download.mp3CONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERich's book, “The Attributes 25 Hidden Drivers of Optimal Performance”: https://www.amazon.com/Attributes-Hidden-Drivers-Optimal-Performance/dp/0593133943/ref=sr_1_1?dchild=1&keywords=the+attribute&qid=1607956573&sr=8-1Draper Kauffman: https://sofrep.com/news/the-father-of-navy-udtseal-teams-draper-kauffman-part-1/CONNECT WITH RICH DIVINEYInstagram: @rich_diviney & @theattributesFacebook: https://www.facebook.com/RichDiviney/LinkedIn: https://www.linkedin.com/in/richdiviney/Twitter: @richdivineyRich's book, “The Attributes 25 Hidden Drivers of Optimal Performance”: https://www.amazon.com/Attributes-Hidden-Drivers-Optimal-Performance/dp/0593133943/ref=sr_1_1?dchild=1&keywords=the+attribute&qid=1607956573&sr=8-1Rich Diviney & Simon Sinek: https://simonsinek.com/optimists/rich-diviney/Website: www.theattributes.comRich Diviney is a bestselling author, leadership and human performance expert, and retired Navy SEAL commander. During his career in the US Military, spanning more than twenty years, Rich has completed more than thirteen deployments overseas.As the officer tasked with training others for specialized command, Diviney was intimately involved in an extremely specialized SEAL selection process, paring down a group of exceptional candidates to a small cadre of the most elite optimal performers. He also spearheaded the creation of a directorate, employing a strong emphasis on physical, mental, and emotional discipline to optimize the team's performance. Diviney led his small team to create the first-ever “Mind Gym” that helped special operators train their brains to perform faster, longer, and better in all environments—especially high-stress ones.Since retiring from the Navy, Diviney has worked as a speaker, facilitator, and consultant at the Chapman & Co. Leadership Institute and Simon Sinek Inc. In 2020, Diviney founded The Attributes Inc., where he currently serves as the corporation's CEO.Currently, Rich speaks and consults on leadership strategies, assessment and selection processes, and optimal performance techniques. He has worked with thousands of businesses, athletic organizations, and military leaders. His past clients include American Airlines, Meijer Inc., the San Francisco 49ers, Pegasystems, Zoom, and Deloitte.In January 2021, Rich released his first book: The Attributes. 25 Hidden Drivers of Optimal Performance.

Jim and Jeff talk with Abhay Thomas, Director of Application Development at Pega, and Vijay Amanchi, Senior Manager of Application Development at Pega, about the multi-year customer and enterprise IAM journey their organization has been on. Connect with Abhay: https://www.linkedin.com/in/abhaythomas/ Connect with Vijay: https://www.linkedin.com/in/vijay-amanchi/ Pegasystems: https://www.pega.com/ Connect with us on LinkedIn: Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/ Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/ Visit the show at www.IdentityAtTheCenter.com, follow @IDACPodcast on Twitter, and check out our live streams at www.idac.live

Today we're joined by Rob Walker, VP of decisioning & analytics and gm of one-to-one customer engagement at Pegasystems. Rob, who you might know from his previous appearances on the podcast, joins us to discuss his work on AI and ML in the context of customer engagement and decisioning, the various problems that need to be solved, including solving the “next best” problem. We explore the distinction between the idea of the next best action and determining it from a recommender system, how the combination of machine learning and heuristics are currently co-existing in engagements, scaling model evaluation, and some of the challenges they're facing when dealing with problems of responsible AI and how they're managed. Finally, we spend a few minutes digging into the upcoming PegaWorld conference, and what attendees should anticipate at the event. The complete show notes for this episode can be found at twimlai.com/go/573