From Cloud to AI: Where the Real Value Is (and Where It Isn’t)

Building Value in the Age of AI and Services Convergence

In this episode, Andrew Wheatley sits down with Peter Sweetbaum to explore how technology services businesses can navigate successive waves of change, from cloud to SaaS and now AI, and what it takes to build differentiated, high-value platforms in a rapidly evolving market. Episode Highlights: * Why long-term thinking is critical to navigating fast-moving technology cycles * The strategy behind building Content+Cloud and lessons from a high-value exit * How AI is reshaping the IT services model and where the real challenges lie * Why the future of services is outcome-led, verticalised, and closer to the end customer

AI, AML & The Future of Financial Crime

In this episode, John Meehan sits down with Matt Mills, CEO of Ripjar, to discuss how AI is reshaping the fight against financial crime, the future of AML investigations, and why data quality and decision traceability matter more than ever. Episode Highlights: * Where AI in financial crime is genuinely transformative vs overhyped * Why compliance costs could finally start to come down * How banks are adapting to an increasingly complex geopolitical environment * What the future of financial crime prevention could look like over the next five years

Beyond SaaS: building resilient software businesses in the age of AI

Paul-Noel Guély, Managing Partner at Arma Partners, speaks with Elona Mortimer-Zhika, former CEO of IRIS Software Group, about scaling software businesses through culture, navigating AI disruption, and how leadership teams should think about the next phase of value creation. Episode highlights: * Culture and performance: what actually drives outcomes in high-growth organisations * AI and market shifts: how leaders should respond when narratives move faster than fundamentals * Decision-making under uncertainty: balancing conviction, adaptability, and speed * Rethinking software: how the role of software inside organisations is evolving

From Cloud to AI: Where the Real Value Is (and Where It Isn’t)

In this episode of Views from the Top, Arma Partners’ Andrew Wheatley sits down with Pontus Noren, founder of Cloudreach and Ensemble AI, to unpack what actually drives technology adoption - from the early days of cloud to today’s AI wave. They discuss why enterprises move slower than expected, where AI is genuinely creating value, and what most people are getting wrong. Episode Highlights: * Why AI won’t transform enterprises as fast as people think * The shift from systems of record to systems that actually reason * How “software with a service” is replacing traditional SaaS models * Where AI delivers real ROI today (and where it doesn’t)

Aareon: The Making of a European PropTech Leader

Paul Guély, Managing Partner at Arma Partners, speaks with Harry Thomsen, CEO of Aareon, about transforming a bank-owned software business into a leading pan-European PropTech platform, and how AI is reshaping the future of real estate. Episode highlights: * Transformation at scale: building a decentralised, pan-European SaaS leader * Smarter growth: balancing M&A, organic expansion, and profitability * AI in action: automating workflows to cut manual work and speed innovation * Unlocking efficiency: modernising a lagging industry to boost performance and experience