In this episode, Alex sits down with Donald to unpack what it means to design for an agentic future—especially in high-stakes categories like financial services. Donald argues that while design principles have always existed, AI makes them non-optional: teams need to return to first principles constantly as products shift from static screens to adaptive, sometimes non-visual experiences. He also predicts a major workflow inversion: AI enables near-instant prototyping, so organizations can move from idea to experience in minutes, and then refine design intentionally rather than waiting for a long build cycle.

In this episode of Evolve, Adam sits down with Maggie to uncover how Blend is redefining what partnership really means in the age of AI. They dive into the realities of transformation and how co-creation turns big ideas into measurable results. Maggie shares stories from the frontlines of working with Fortune 1000 clients, the art of blending deep expertise with innovation, and why “we blend in so you stand out” isn’t just a tagline, it’s a mindset. From hyperscalers to high fives, this conversation is a fast-paced look at how culture, technology, and purpose come together to drive real change.

In this episode of Evolve, Alex and Rob tackle the AI transformation battle reshaping financial services. Rob introduces his “mountains vs. fields” metaphor to explain why legacy banks, though rich in customers, brand trust, and resources, must balance their scale and stability with the need for speed. Legacy banks sometimes struggle under decades of tech debt and rigid processes, while other players move fast with modern tools. They explore how true philosophical alignment only becomes clear under pressure, when existing business units resist change. Rob argues that transformation requires radical structural shifts: dedicated teams empowered to make decisions and move fast without waiting for cross-department approvals. Looking ahead, they envision a future where speed defines winners as financial products evolve into holistic customer relationships.

0:10: Intro

0:33: What is going on in the world of AI?

1:14: How does AI fit in an organization?

2:28: What is the path toward fully autonomous AI?

5:41: Walk us through a recent case study that broadly used AI, including generative AI.

11:06: What is Blend X, and what inspired its creation?

12:28: Can you tell us more about the team behind the project?

In this episode of Evolve, Adam and Rob navigate the rapidly evolving landscape of AI, cutting through buzzwords to reveal what agentic and autonomous AI systems actually mean in practice. They challenge the conventional wisdom of waiting for perfect data and explore how organizations can use AI to prepare their data instead. Rob shares an impactful story of how a client transformed a slow, expensive data harmonization process into something dramatically faster and more accurate. From Blend X to building teams that can keep pace with change that moves faster than the news cycle, this conversation unpacks what it takes to build in an era where the rules are being rewritten in real time. 

0:00: Intro

0:15: Role of the investment advisor in the world of AI

2:00: Differentiating Asset Managers in the AI Era

4:36: AI’s Impact on opening the mass affluent market to scaled wealth management

5:40: Rethinking advisory services for the mass affluent market

6:19: Future of Financial Services In 5 years 

Explore how AI is revolutionizing wealth management with our expert panel featuring: Alex Sion from Blend, former CPO Kabir Sethi, and former CTO Donie Lochan. Discover how AI is democratizing access to previously exclusive investments and expanding financial tools to a wider audience than ever before. 

Bottom Line: In five years, financial services will be more widely accessible and tailored than ever before, opening up new opportunities for people across the financial spectrum.

What does it really take to make AI work in the enterprise? In this episode, Adam & Oz sit at the builders table and dig into the hard truths behind stalled proof-of-concepts, explore the 7 essentials for scaling AI, and talk about how agentic transformation is reshaping the way organizations think about people, platforms, and outcomes.

Ready to join the 10% of companies that actually scale AI beyond proof-of-concept? Download "The Critical 7: Strategies for Scaling AI" eBook to get the framework Adam and Oz use to help Fortune 500 companies overcome the barriers that cause 90% of AI initiatives to fail.

https://www.blend360.com/thought-leadership/ebook-critical-7-strategies-for-scaling-ai