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Driving Operational Impact in BFSI with Agentic AI - with Yoav Naveh of Reindeer AI

The AI in Business Podcast

Release Date: 07/24/2026

How to Reset Your IT Operations and Build for Intelligent Response - with Luke Rotta of Charles Schwab show art How to Reset Your IT Operations and Build for Intelligent Response - with Luke Rotta of Charles Schwab

The AI in Business Podcast

The pace of modern IT operations is collapsing under the volume of alerts and the slow speed at which teams can contextualize data during active incidents.   In this episode, Luke Rotta, Director of Site Reliability Engineering at Charles Schwab, examines how fragmented tooling, slow triage, and human‑driven workflows create persistent drag on response speed in conversation with host Yolandi de Weerdt, and why AI‑driven pattern recognition and automation meaningfully change that equation.   He highlights how leaders can reduce operational noise, build trust in automation through...

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Driving Operational Impact in BFSI with Agentic AI - with Yoav Naveh of Reindeer AI show art Driving Operational Impact in BFSI with Agentic AI - with Yoav Naveh of Reindeer AI

The AI in Business Podcast

Financial institutions are pushing agentic AI past pilot mode and into document-heavy, regulated workflows like AML alerts and account closures, but many leaders still lack a clear model for where automation should run freely and where human judgment has to stay in the loop. In this episode, Yoav Naveh, Co-Founder and Co-CEO at , examines how banks are structuring agent oversight so automation earns trust incrementally instead of replacing compliance teams outright. The conversation covers how to identify workflows ready for agentic AI, what signals show an agent is learning rather than...

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Agentic CRM for SMB Automation - with Sharif Karmally of Salesforce show art Agentic CRM for SMB Automation - with Sharif Karmally of Salesforce

The AI in Business Podcast

CRM is shifting from a static repository to the core system that supplies the real‑time customer context required for dependable AI‑driven work.   In this episode, Sharif Karmally, VP of SMB Product Marketing at Salesforce, explores with host Daniel Faggella how unified CRM data supports automated lead handling, accurate record updates, and predictive sales and service actions. Leaders will hear practical guidance on system integration, governance for human‑agent workflows, and building a data foundation that scales.   This episode is sponsored by   Learn how leading...

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AI Deployment at Retail Speed - with Larissa Schneider of Unframe show art AI Deployment at Retail Speed - with Larissa Schneider of Unframe

The AI in Business Podcast

Most enterprise AI pilots don't stall because the underlying models fail — they stall once real production stakes, fragmented systems, and unclear ownership enter the picture. In this episode, Larissa Schneider, Co-Founder & COO at Unframe, unpacks why AI initiatives lose momentum on the way to production and how modular, reusable architecture changes that trajectory. The conversation covers where deployment friction actually originates, how modular AI components cut integration time from months to weeks, and what governance and auditability enterprises need before pushing AI-driven...

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Models, Infrastructure, and Enterprise Readiness for Agentic AI - with Alex Tyrrell of Wolters Kluwer show art Models, Infrastructure, and Enterprise Readiness for Agentic AI - with Alex Tyrrell of Wolters Kluwer

The AI in Business Podcast

Infrastructure readiness has become the real bottleneck for agentic AI in healthcare, as enterprises confront the shift from systems that generate content to systems that execute tasks across complex, regulated workflows.   In this episode, Alex Tyrrell, SVP and CTO of Health at Wolters Kluwer, examines how agentic AI changes operational demands for healthcare organizations in conversation with host Matthew DeMello, highlighting the need for domain‑adapted reasoning, granular APIs, and stronger observability as agents drive higher‑volume system interaction.   He underscores the...

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The Mobile Security Imperative for Regulated Industries - with Tom Tovar of Appdome show art The Mobile Security Imperative for Regulated Industries - with Tom Tovar of Appdome

The AI in Business Podcast

Mobile app attackers already operate at machine speed, but most enterprise cyber functions still rely on manual, human-paced patch cycles to keep up. In this episode, Tom Tovar, Co-Creator at Appdome, examines how agentic AI is replacing manual vulnerability assessment and forcing cyber teams to become producers of protection rather than evaluators of risk. The conversation covers the shift from application-level security policies to release- and user-level personalization, the data and context needed to run agentic protection pipelines, and the accountability questions that come with agentic...

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Preparing Enterprise Data for Safe AI Deployment - with Todd Vancil of Securiti AI show art Preparing Enterprise Data for Safe AI Deployment - with Todd Vancil of Securiti AI

The AI in Business Podcast

A surge in AI adoption is forcing enterprises to expose sensitive data to new systems and access paths, creating security risks that traditional perimeter models can’t contain.   In this episode, Todd Vancil, Vice President of Veeam’s Securiti AI Sales Engineering Team, examines how securing the data itself — through classification, labeling, and governed access — becomes the prerequisite for safely deploying AI at scale, in conversation with host Daniel Faggella, Emerj CEO and Head of Research.   This episode is sponsored by . Learn how brands work with Emerj and other...

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AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix show art AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix

The AI in Business Podcast

Enterprises rushing agentic AI into production are running it through approval gates, batch windows, and audit systems built for human speed — and the gap is where most operational risk lives. In this episode, Chris Caldwell, President and CEO at Concentrix Corporation, examines how machine-scale transactions break processes designed for human pace and why bounded digital delegates outperform unrestricted digital twins in the enterprise. The discussion covers compliance bots that check other bots, the cost reality of poorly tuned agentic agents, and what leaders need to stop doing if they...

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How Enterprise Leaders Are Building Their Agentic AI Strategy - with Matt Renner of Google Cloud show art How Enterprise Leaders Are Building Their Agentic AI Strategy - with Matt Renner of Google Cloud

The AI in Business Podcast

Legacy enterprises are facing a decisive shift from stalled pilots and fragmented data toward agentic systems that reshape customer experience, operations, and net‑new revenue.   Matt Renner, President and Chief Revenue Officer at Google Cloud, examines how leaders can move beyond early AI failures to build modern data foundations, orchestrate heterogeneous agents, and accelerate transformation in conversation with Daniel Faggella, Emerj CEO and Head of Research.   The discussion highlights capability‑driven ROI, structured AI governance, data modernization, agentic...

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How AI Is Transforming Governance and Workflow Automation in the Enterprise - with Tsavo Knott of Pieces show art How AI Is Transforming Governance and Workflow Automation in the Enterprise - with Tsavo Knott of Pieces

The AI in Business Podcast

The rapid expansion of AI‑driven knowledge work is exposing a growing tension: teams are moving faster across more surface areas, but their context is fragmented across tools, personal systems, and ad‑hoc workflows.   In this episode, Tsavo Knott, CEO and co‑founder at Pieces, examines how the shift toward AI‑native individual contributors requires a unified substrate for capturing and retrieving operational context, and how this enables more effective coordination between humans, agents, and cross‑functional teams with host Daniel Faggella, Emerj CEO and Head of Research....

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More Episodes
Financial institutions are pushing agentic AI past pilot mode and into document-heavy, regulated workflows like AML alerts and account closures, but many leaders still lack a clear model for where automation should run freely and where human judgment has to stay in the loop. In this episode, Yoav Naveh, Co-Founder and Co-CEO at Reindeer AI, examines how banks are structuring agent oversight so automation earns trust incrementally instead of replacing compliance teams outright. The conversation covers how to identify workflows ready for agentic AI, what signals show an agent is learning rather than failing, and how public and historical data can strengthen both compliance decisions and customer retention.
 
This episode is sponsored by Reindeer AI.
 
Learn how financial institutions are digitizing paper-based records to unlock usable data for AI, and using alternative data to enhance risk assessment, download our free PDF report, “AI in Financial Services Executive Cheat Sheet” at emerj.com/fcs1