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Unlocking Agentic AI: Building Enterprise AI Agents with Salesforce’s Patrick Heinen
AI is accelerating across every industry, but how do you turn this hype into real operational value? In this episode, we’re joined by Patrick Heinen, Vice President of Solution Engineering at Salesforce, to explore how organizations can implement AI in a way that is practical, compliant, and scalable. Drawing on real-world examples, we examine how AI agents are changing business workflows, the importance of data and semantics, and what responsible adoption looks like in highly regulated environments like financial services.
Discussion Highlights:
- From Prompts to Agents: How AI agents differ from prompt-based tools and how organizations can leverage their ability to plan and act autonomously.
- Data Readiness: Clean data, shared definitions, and semantic frameworks as foundational elements to successful AI deployment.
- Real-World Use Cases: We discuss how AI is being used in practice across compliance checks, document review, loan application processing, and more.
- Regulation as a Design Constraint: How can financial institutions scale AI responsibly while navigating GDPR and government regulations?
- Regional Perspectives on Adoption: Nora and Annika share what implementation looks like across the Middle East and Australia, and how regional contexts shape strategy.
- Building Effective Enterprise Agents: For a deeper look at how AI agents are creating real value today, BCG’s AI Platform Group’s latest paper outlines why architecture, evaluation, and legacy system integration matter more than model capability alone.
About Fintech Files:
Join us on Fintech Files from BCG Platinion as we explore the cutting-edge trends disrupting Fintech today.
From NeoBanks to cryptocurrency, we delve into the dynamic landscape of financial technology through insightful conversations with global disruptors. We’ll uncover the most groundbreaking trends shaping the future of Fintech and examine their impact on the financial world. We focus on real-world examples, making financial technology relatable and accessible to both Fintech enthusiasts and professionals alike.
Hosted by Annika Melchert, a Principal currently based at BCG Platinion in the Middle East, and Nora Hocke, a Principal currently based at BCG Platinion in Sydney, our hosts bring expertise in tech transformations, platform architecture, and digital innovation. Annika and Nora work with Fintechs and incumbent banks, and together they offer unique insights into the evolving financial landscape, drawing on their wealth of experience with leading organizations. Bianca Lopes is an entrepreneur and economist from Brazil with a background in digital identity and biometrics. Having supported over 40 financial institutions and eight governments, Bianca’s work reshapes technology, reimagines identity, and drives innovation.
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By BCG PlatinionAI is accelerating across every industry, but how do you turn this hype into real operational value? In this episode, we’re joined by Patrick Heinen, Vice President of Solution Engineering at Salesforce, to explore how organizations can implement AI in a way that is practical, compliant, and scalable. Drawing on real-world examples, we examine how AI agents are changing business workflows, the importance of data and semantics, and what responsible adoption looks like in highly regulated environments like financial services.
Discussion Highlights:
- From Prompts to Agents: How AI agents differ from prompt-based tools and how organizations can leverage their ability to plan and act autonomously.
- Data Readiness: Clean data, shared definitions, and semantic frameworks as foundational elements to successful AI deployment.
- Real-World Use Cases: We discuss how AI is being used in practice across compliance checks, document review, loan application processing, and more.
- Regulation as a Design Constraint: How can financial institutions scale AI responsibly while navigating GDPR and government regulations?
- Regional Perspectives on Adoption: Nora and Annika share what implementation looks like across the Middle East and Australia, and how regional contexts shape strategy.
- Building Effective Enterprise Agents: For a deeper look at how AI agents are creating real value today, BCG’s AI Platform Group’s latest paper outlines why architecture, evaluation, and legacy system integration matter more than model capability alone.
About Fintech Files:
Join us on Fintech Files from BCG Platinion as we explore the cutting-edge trends disrupting Fintech today.
From NeoBanks to cryptocurrency, we delve into the dynamic landscape of financial technology through insightful conversations with global disruptors. We’ll uncover the most groundbreaking trends shaping the future of Fintech and examine their impact on the financial world. We focus on real-world examples, making financial technology relatable and accessible to both Fintech enthusiasts and professionals alike.
Hosted by Annika Melchert, a Principal currently based at BCG Platinion in the Middle East, and Nora Hocke, a Principal currently based at BCG Platinion in Sydney, our hosts bring expertise in tech transformations, platform architecture, and digital innovation. Annika and Nora work with Fintechs and incumbent banks, and together they offer unique insights into the evolving financial landscape, drawing on their wealth of experience with leading organizations. Bianca Lopes is an entrepreneur and economist from Brazil with a background in digital identity and biometrics. Having supported over 40 financial institutions and eight governments, Bianca’s work reshapes technology, reimagines identity, and drives innovation.