Bringing smarter, accessible wealth management through agentic AI
Can agentic AI solve the scalability challenge in wealth management while expanding access to underserved communities? Ramona Ortega believes it can, but only with the right foundation. She explains how WealthBuild has moved from basic chatbots to RAG and now to agentic workflows that can deliver accurate and personalized guidance at scale. In her opinion, the real blockers aren’t algorithms but messy data, governance gaps and enterprise-grade security. Since traditional financial services can’t reach many everyday consumers, she partners with community banks to close the gap. For her, the future lies where AI, APIs and blockchain meet, opening the door to accessible and democratized financial advice.Explore the podcast → https://ibm.biz/BdbuaR
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The power of AI starts with better data
Explore the podcast → https://ibm.biz/BdbbwtEvery company is sitting on a mountain of data, but only a few know what to do with it. In this episode of AI in Action, Madison Faulkner talks with David Levy about turning data chaos into clarity. She explores how agentic AI depends on strong data management and data governance, and why unstructured data and big data only create value when they’re organized with purpose. In other words, the real competitive edge isn’t the AI itself; it’s the data behind it. Because in the end, intelligent systems are only as powerful as the data that trains them.0:00 Intro1:35 Madison Faulkner’s journey 2:40 The birth of data science4:00 Bridging Silicon Valley hype with real-world industries8:40 Structuring unstructured data for agentic AI12:00 Automation, knowledge graphs and agentic sourcing16:40 Tactical and organizational failures in data strategy20:30 Data as code: The next wave of infrastructure24:00 Rethinking data foundations for agentic AI30:12 Turning data governance into a real business advantage33:45 Final takeaways: Clarity over chaos in the AI eraThe opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. AI news is moving fast. Keep your business ahead with updates about AI advancements, strategies and expert perspectives → https://ibm.biz/Bdbbw6#DataStrategy #EnterpriseAI #AIforBusiness #DataLeadership #BusinessIntelligence #AgenticAI #DataDrivenBusiness #DataManagement #MadisonFaulkner #DavidLevy
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When AI governance meets cybersecurity
Explore the podcast → https://ibm.biz/Bdbvh4AI can drive transformation or create new vulnerabilities. The difference lies in how we lead. In this episode of AI in Action, former CISA Director Jen Easterly joins David Levy to discuss the intersection of AI governance and cybersecurity, and how leadership and accountability shape both. Watch the episode to understand how security guardrails, robust systems, and a culture that values safety as much as speed can help organizations innovate boldly yet responsibly. Because real AI-based innovation isn’t just smart. It’s also safe.Timestamps:0:00 Intro0:55 Jen Easterly’s journey from national security to AI governance2:28 How imagination shapes innovation and risk4:06 Innovation under pressure in the field7:04 The power of data and information-driven defense8:25 Agentic AI is transforming both defense and attack9:45 Making security part of software design13:50 Accountability and leadership in AI governance17:39 Creating a culture that values safety and innovation24:17 Collaboration, resilience and the future of AI security28:04 Emerging AI threats and the evolving security landscape30:12 Key takeaways on leadership, accountability and trustAI news is moving fast. Keep your business ahead with updates about AI advancements, strategies and expert perspectives → https://ibm.biz/BdbSUvThe opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.
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Procurement moves at AI speed
Explore the podcast → https://ibm.biz/BdbYhMLearn about AI agents for procurement → https://ibm.biz/BdbYhSProcurement is stepping into the future with AI. In this AI in Action episode, expert Daniel Barnes chats with David Levy about how agentic AI is shaking up procurement, which has long been stuck in spreadsheets and slow processes. Watch the episode to understand how AI is pulling insights from contracts, vendor documents and other datasets, empowering procurement teams to make smarter, faster decisions. Also, learn how some companies are stumbling by trying to AI everything at once. Companies need to understand that the smart move is to start small and then scale up. 0:00 - Intro02:14 - Data management in procurement 08:45 - How agentic AI has changed procurement13:10 - How AI and data are redefining vendor evaluation17:17 - Getting CPOs started with the right technology23:54 - The rise of agentic negotiators26:37 - Risks of ignoring AI-driven procurement opportunitiesThe opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.
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AI adoption demands more than just new tools
Most companies struggle with AI. And it’s usually not because the technology doesn’t work, but because the right adoption approach isn’t followed. As Conor Grennan, Chief AI Architect at New York University, puts it, treating AI like a digital transformation initiative is a recipe for failure. What actually works is when leaders move beyond rolling out AI tools and drive the behavioral shift that sets clear expectations and enables real change.When leadership teams get the people part right, they can avoid the usual mistakes, align teams on what matters and turn AI into real business results.Learn about AI agents and application architecture → https://ibm.biz/BdbR2B 0:00 Intro04:52 AI adoption is a behavioral challenge07:55 AI isn’t digital transformation 11:30 The risk of using AI agents as mere replacements16:31 Finding the AI champion who drives change18:18 The shift from commands to conversations22:39 The foundation for scaling AI workflows32:22 Why AI agents aren’t just machines33:15 Trust, hallucinations and the data problemThe opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. AI news is moving fast. Keep your business ahead with updates about AI advancements, strategies and expert perspectives → https://ibm.biz/BdbdvS
AI in Action explores what it takes to put artificial intelligence into action across a rapidly evolving business and tech landscape. Each episode focuses on responsible AI implementation and real-world business challenges, examined through a practical use case lens.
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