The Advantages of Agentic Process Automation in Financial Services - with Ken Mertzel of Automation Anywhere
Release Date: 02/20/2025
Intelligent Operations at Enterprise Scale - with Dhrubojyoti Das Deb of JPMorganChase
The AI in Business Podcast
Alert volume inside IT operations has outpaced manual triage, leaving real incidents buried in noise. In this episode, , SVP of Global IT at JPMorgan Chase & Co., explores how AI-driven correlation and intelligent grouping can turn thousands of alerts into a handful of actionable incidents. The conversation covers where accountability sits when AI assists in triage, how teams build trust in automation incrementally, and where leaders should start when moving from reactive firefighting to intelligent operations. This episode is sponsored by . Learn how to build high-converting...
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What Shared Intelligence Really Fixes in Enterprise AI - with John McMullan of Observe.ai
The AI in Business Podcast
Enterprise CX teams have poured budget into AI, yet many still can't show measurable returns — frontline staff double-check the tools, and each new bot becomes another disconnected silo. In this episode, John McMullan, Head of Product Marketing and Strategy at Observe.AI, joins host Yolandi de Weerdt to examine why AI adopted without operational discipline falls short, and how a shared interaction intelligence layer can carry context across AI agents, core systems, and human handoffs. McMullan outlines the practical shifts: putting frontline experts, analysts, and engineers on the...
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Inside the Shift Toward Smarter Automated CX - with Paul Cuglietta of Simplyhealth
The AI in Business Podcast
A single misstep in a new customer service channel can undo months of trust-building work. In this episode, Paul Cuglietta, Customer Services Director at Simplyhealth, explores how disciplined testing, governance, and stakeholder sign-off shape agentic AI rollouts inside a regulated, high-trust environment. The conversation covers matching automation to the way customers speak across channels, building a long-term AI vision tied to company purpose, and getting buy-in through comparable case studies. This episode is sponsored by . Learn how to structure landing pages for higher...
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Stop Overpaying for AI Power You Don't Need - with Melissa Ramey of Salesforce
The AI in Business Podcast
An AI agent can function as designed yet produce results an organization cannot verify or safely use. In this episode, Melissa Ramey, Director, AI Transformation – Data Insights and User Experience at Salesforce, joins Emerj’s Yolandi de Weerdt to examine who owns agent behavior after deployment and why correcting individual outputs does not fix the underlying workflow. She explains how source evidence, shared definitions, and clear decision boundaries help teams govern agents before expanding their autonomy. To go deeper on AI strategy, including evidence-based AI ROI and building...
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Turning Biological Complexity into R&D Advantage with Virtual Cells - with Giorgio Gaglia of Sanofi & Daniel Veres of Turbine
The AI in Business Podcast
Drug discovery teams are running short of new ideas to test, and AI models that simulate how cells respond to drugs only pay off once leaders know when those predictions can be trusted with experiments, timelines, and budget. In this episode, Daniel Veres, Co-Founder and Chief Scientific Officer at Turbine, and Giorgio Gaglia, Head of Systems and Disease Biology at Sanofi, examine with host Yolandi de Weerdt how testing models on data they have never seen shows which R&D decisions their predictions can reliably inform. The discussion offers R&D leaders a practical way to...
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Where AI Should Actually Earn Its Keep in Biopharma - with Mukhtar Ahmed of Greenstone Biosciences
The AI in Business Podcast
In biopharma R&D, AI investment has overwhelmingly targeted generating more drug candidates, even though the industry has rarely lacked for compounds worth pursuing. In this episode, Mukhtar Ahmed, Director of Project and Portfolio Strategy at Greenstone Biosciences, explores why the harder and more valuable problem is deciding which candidates deserve continued capital and attention. The conversation covers synthesizing fragmented evidence across teams, keeping human judgment and accountability in the loop, and measuring AI's impact across a portfolio rather than a single program. ...
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Modernizing Finance Data for Faster and More Reliable Operations - with Ciprian Porutiu of Marsh
The AI in Business Podcast
Finance teams face immense pressure to operate faster, but rushing to automate over fragmented systems only compounds errors downstream. Ciprian Porutiu, SVP of Strategic Initiatives at Marsh, joins host Yolandi de Weerdt to explain why establishing a common language and federated data domains matters far more than forcing everything into a single centralized database. He shares practical approaches for managing phased rollouts, involving cross-functional users early in system design, and connecting underlying data governance directly to strategic business performance. This episode is...
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Managing Change Across Modern Financial Operations - with Nathaniel Bell of Wells Fargo
The AI in Business Podcast
For large banks, the barrier to AI at scale is rarely the model. It's decades of fragmented systems, inherited through mergers, acquisitions, and new products, where each team trusts its own data and no single view of context exists. Agentic AI doesn't fix that fragmentation; it amplifies it across every user and every prompt. In this episode, Nathaniel Bell, Data Management Director at Wells Fargo, joins host Yolandi de Weerdt, to examine why the real challenge for regulated institutions is scaling trust while automating, why leaders should judge new technology on the business...
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Transforming Cardiovascular Care — How AI-Driven Insights Unlock Value for Hospitals and Clinics - with Jim Hartman of Cleerly
The AI in Business Podcast
Hospitals and clinics continue to face a central challenge: extensive cardiac testing still fails to deliver clear, consistent diagnostic answers, slowing decision‑making and creating downstream operational and financial strain. In this episode, Jim Hartman, Chief Commercial Officer at Cleerly, examines with host Marilie Fouché how AI‑driven coronary CTA analysis strengthens diagnostic certainty, streamlines workflows across radiology, cardiology, and the cath lab, and supports more defensible adoption decisions for clinical and operational leaders. The discussion highlights practical...
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Closing the Gap Between Commercial Plans and What Happens on the Shelf - with Stephanie Lilley of Reckitt
The AI in Business Podcast
For consumer goods companies, the gap between the commercial plan agreed at head office and what gets executed on the shelf is one of the costliest disconnects in the business — investment goes out against activity that never happens, and revenue never arrives against activity that does. In this episode, Stephanie Lilley, VP of Transformation for Europe at Reckitt, examines why rigid rep call cycles and fragmented store-level data keep that gap open, and where AI is starting to close it — from image recognition that verifies in-store compliance to dynamic routing that sends field teams...
info_outlineToday’s guest is Ken Mertzel, Global Industry Leader in Financial Services at Automation Anywhere. Automation Anywhere is a global software company that develops various automation software for major industries. Before joining Automation Anywhere six years ago, Ken spent his career in the financial sector, including 15 years at Bank of America. There, he served as CFO of the insurance division and held various leadership roles in finance, risk management, and consumer operations, ultimately leading financial operations for the bank. Before that, he was part of Accenture’s Financial Services Strategy practice, advising clients on industry-leading financial strategies. Ken joins us on this week’s program to explore the evolution of automation in heavily regulated industries. He explains why traditional RPA has only been able to automate a fraction of tasks and how AI is unlocking new opportunities. Ken also breaks down how agentic automation is transforming key financial processes, from AML investigations to fraud detection and underwriting. By combining AI with automation, organizations can extract valuable insights, streamline decision-making, and create more interactive, human-in-the-loop systems. This episode is sponsored by Automation Anywhere. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.