Redefining Meetings and the Agentic Future With Artem Koren

Redefining Meetings and the Agentic Future With Artem Koren

Artem Koren is the Co-Founder and CPO at Sembly AI, an AI-powered meeting intelligence platform that helps teams capture, organize, and act on insights from conversations and meetings. He leads the company's product vision, building AI tools that improve collaboration, productivity, and decision-making for modern organizations. With a background in systems engineering, enterprise consulting, and product leadership, Artem specializes in creating human-centered AI solutions for the workplace. Since co-founding Sembly AI in 2019, he has helped pioneer innovations in meeting intelligence, AI teammates, and agentic workflows. In this episode… Businesses today are overwhelmed by meetings, information overload, and rapidly evolving AI technology. Many leaders struggle to understand how AI agents, automation, and large language models can improve productivity rather than add complexity. As AI transforms the way people work, how can organizations adapt quickly without losing the human element? Artem Koren, an expert in AI-powered productivity and meeting intelligence, explains how businesses can simplify workflows by using AI to capture, organize, and activate knowledge from conversations. He shares how organizations can embrace AI-first thinking, adopt agentic workflows, and redesign software experiences around collaboration between humans and AI agents. Artem also discusses the importance of building reliable AI systems, helping teams transition into new ways of working, and preparing for a future where agents communicate and solve problems autonomously. In this episode of The Customer Wins, Richard Walker interviews Artem Koren, Co-Founder and CPO at Sembly AI, about the rise of AI agents and the future of work. Artem discusses overcoming resistance to AI adoption, differences between frontier and open-source AI models, and how agent-to-agent collaboration will reshape enterprise software and productivity.

[Governance Series] Revolutionizing Compliance for Small Firms With Paranj Patel

Paranj Patel is the Founder and CEO of ClearLines Group, LLC, a boutique regulatory and compliance advisory firm that helps broker-dealers, registered investment advisers, and fintech firms navigate complex regulatory environments. He brings more than 20 years of experience in financial services, including senior operational and compliance leadership roles at Prudential. Paranj previously served as Chief Compliance Officer for both a FINRA-registered broker-dealer and an SEC-registered investment adviser, where he led regulatory oversight, examinations, and compliance strategy. Today, he focuses on helping firms strengthen compliance programs, reduce regulatory risk, and align compliance with business growth. In this episode… Financial firms face growing pressure to balance regulatory compliance with customer experience, operational efficiency, and emerging AI risks. Many firms still rely on outdated forms, manual reviews, and reactive compliance processes that create friction for customers and increase business costs. How can firms modernize compliance while improving trust, reducing risk, and enabling growth? Paranj Patel, a compliance and regulatory leadership expert with more than 20 years in financial services, explains how firms can rethink compliance as a business enabler instead of a barrier. He shares why companies should simplify customer onboarding, remove unnecessary form fields, and focus on verified data at the point of collection to improve both compliance and customer experience. Paranj also discusses the future of AI-driven compliance, including real-time behavioral monitoring, automated oversight, fraud prevention, and AI governance frameworks that help firms minimize costs while strengthening regulatory controls. In this episode of The Customer Wins, Richard Walker interviews Paranj Patel, Founder and CEO of ClearLines Group, LLC, about using AI and smarter compliance strategies to improve customer experience and reduce regulatory risk. Paranj discusses data lineage and governance, preventing fraud in digital onboarding and e-signatures, and using real-time AI oversight to replace outdated compliance review processes.

Transforming Cloud Marketplace Sales With AI With Trunal Bhanse

Trunal Bhanse is the CEO of Clazar, a platform that helps software companies sell and grow revenue through cloud marketplaces like AWS, Azure, and Google Cloud. He previously held engineering leadership roles at Confluent, Airbnb, LinkedIn, and Yahoo, where he specialized in marketplaces, billing systems, and product growth. At Confluent, Trunal led teams focused on cloud marketplaces and monetization infrastructure, which inspired the creation of Clazar. Today, he helps SaaS companies simplify cloud marketplace operations, accelerate go-to-market execution, and improve customer experience. In this episode… Selling software through cloud marketplaces can create unexpected operational and technical challenges for growing SaaS companies. Many businesses struggle not only with getting listed on platforms like AWS, Azure, and Google Cloud, but also with turning those listings into scalable revenue channels while maintaining strong customer experiences. How can companies simplify marketplace operations while staying customer-focused in an increasingly AI-driven world? Trunal Bhanse, an expert in cloud marketplaces, SaaS growth, and customer experience design, shares practical insights for building scalable go-to-market systems and customer-first company cultures. Drawing from his experience at major technology companies, he explains the importance of educating customers, creating operational efficiency, and obsessing over user experience at every stage of the customer journey. Trunal also discusses how leaders can use AI to improve efficiency without losing the human connection that builds trust and long-term customer relationships. In this episode of The Customer Wins, Richard Walker interviews Trunal Bhanse, CEO of Clazar, about scaling SaaS growth through cloud marketplaces and customer experience. Trunal discusses lessons learned from Airbnb's company culture, the balance between AI automation and human interaction, and how AI will reshape the future of software businesses and entrepreneurship.

[Emerging Tech] Human Stories Triumph Over AI With Dan Lievens

Dan Lievens is the Founder and CEO of Share One, a platform that helps businesses capture authentic customer stories through scalable video testimonials. He is a serial entrepreneur who has founded more than a dozen companies across technology, marketing, and other industries. With decades of experience, Dan focuses on helping businesses build trust, increase conversions, and grow through real customer experiences rather than traditional marketing. He is also known for his work in trust-based or testimonial-driven marketing, emphasizing human connection in an AI-driven world. In this episode… Businesses are drowning in AI-generated content, making it harder than ever to stand out and build trust with customers. Traditional marketing methods are losing effectiveness as audiences grow skeptical of polished messaging and fake reviews. In a world where anyone can create content at scale, how can companies differentiate themselves and prove real value? Dan Lievens, a marketing innovator focused on authentic storytelling and customer experience, explains that the answer lies in capturing genuine human experiences. He emphasizes using video testimonials to showcase real customer transformations, prioritizing human-to-human interviews over automation. Dan also highlights structuring content for AI discoverability, such as adding FAQs and clear answers, while focusing on what AI cannot replicate — real stories. Additionally, he shares how strategically leveraging AI tools can streamline operations, reduce costs, and enable rapid innovation without sacrificing authenticity. In this episode of The Customer Wins podcast, Richard Walker interviews Dan Lievens, Founder and CEO of Share One, about building trust through authentic customer storytelling in an AI-driven world. Dan discusses AI's impact on marketing, scalable video testimonials, and rapid software development, along with insights on customer loyalty, human connection, and future digital experiences.

[Emerging Tech] How AI Copilots Are Transforming Wealth Management With Jagdeesh Prakasam

Jagdeesh Prakasam is the Founder and CEO of Qdeck, an AI-powered fintech platform that helps financial advisors automate workflows, analyze data, and deliver personalized client insights. He leads the company's vision and operations, building technology that modernizes how wealth managers serve clients and make investment decisions. Jagdeesh has a background in quantitative finance and previously served as CEO and Co-Chief Investment Officer at a hedge fund before launching Qdeck. Through Qdeck, he focuses on combining AI with financial expertise to improve client communication, efficiency, and outcomes in wealth management. In this episode… Financial advisors are overwhelmed by fragmented tools, manual workflows, and rising client expectations for fast, personalized communication. Many struggle to keep up with client inquiries, leading to poor engagement and even lost business. With client retention increasingly tied to responsiveness and experience, how can advisors scale communication and deliver better outcomes without adding more complexity? Jagdeesh Prakasam, an expert in AI-driven financial technology and workflow automation, explains how advisors can shift from traditional software models to outcome-focused solutions. He emphasizes layering intelligent systems on top of existing tools rather than replacing them, enabling faster adoption and less disruption. Jagdeesh highlights the use of AI agents to handle routine client inquiries, reduce email volume, and provide real-time, personalized responses. By implementing clear guardrails, audit trails, and human checkpoints, advisors can safely automate workflows while improving efficiency, accuracy, and client satisfaction. In this episode of The Customer Wins, Richard Walker interviews Jagdeesh Prakasam, Founder and CEO of Qdeck, about using AI to transform wealth management workflows and client experience. Jagdeesh discusses outcome-based pricing models, reducing client churn through better communication, and building trust with AI guardrails and transparency.