In this episode of AI Heroes & Headaches, host Vivienne Wei sits down with Andy White, SVP of Salesforce on Salesforce Technology, with over 16 years at the company, to explore what it really takes to drive agentic AI transformation at scale. Drawing from his experience across major acquisitions, product evolution, and enterprise leadership, Andy shares candid lessons on why AI adoption is less about technology and more about people, mindset, and change management. The conversation dives into how organizations move from traditional automation to truly autonomous AI agents, the importance of accountability and experimentation, and why curiosity and adaptability are the most critical skills in the age of digital teammates.

Expect to Learn:

- Why agentic AI transformation is fundamentally an adaptive leadership challenge, not a linear technology rollout.

- How organizations must rethink ownership and accountability by treating AI agents as digital teammates, not IT tools.

- Why successful AI adoption requires deep collaboration between IT and line-of-business teams, especially during testing and tuning.

- How Salesforce prioritizes fewer, high-impact “hero agents” over agent proliferation to drive real business outcomes.

- Andy White’s advice for leaders: start with low-risk, high-upside use cases, experiment quickly, and build a culture of curiosity and continuous learning.

Episode Highlights and Timestamps:

[00:00] - Teaser

[01:45] - Welcome & Introduction with Andy White: Vivienne Wei welcomes Andy and sets the stage for a conversation on agentic AI, leadership, and enterprise transformation.

[01:55] - Andy’s Journey Through Salesforce Acquisitions: Andy shares his 16-year journey at Salesforce, including lessons learned from major acquisitions and organizational evolution.

[02:55] - How Andy Evolved His Leadership for the AI Era: A discussion on how leadership mindset must shift in response to rapid AI and agentic transformation.

[05:06] - Why Agentic AI Is a People Problem, Not a Tech Problem: Exploring why AI success depends more on mindset, culture, and change management than technology alone.

[08:58] - Re-Engineering Teams for AI Agents: How teams must be redesigned to work effectively with AI agents as digital teammates rather than traditional tools.

[11:20] - The Skills Business Leaders Need to Manage AI Agents: The new capabilities leaders must develop, including accountability, measurement, and prompt-based experimentation.

[15:44] - How Leaders Should Learn Prompting and Experiment with AI: Why hands-on experimentation with AI and natural language prompting is essential for modern leaders.

[21:41] - How Salesforce Decides Which AI Agents to Build: Andy explains how Salesforce prioritizes high-impact “hero agents” over agent proliferation.

[28:53] - How AI Agents Unlock Capacity Humans Never Had: A look at how AI agents expand organizational capacity by handling work humans never had time to do.

[31:45] - The Most Important Skills for the AI-Driven Future:Final reflections on curiosity, continuous learning, and adaptability as core skills for the future of work

🔗 Follow the guest, Andy White: 👉 LinkedIn: https://www.linkedin.com/in/andy-white-8003904/

🔗 Follow Saleforce: 👉 LinkedIn: https://www.linkedin.com/company/salesforce/ 👉 Website: https://www.salesforce.com/in/

🔗 Follow the host, Vivienne Wei: 👉 LinkedIn: https://www.linkedin.com/in/weivivienne/ 👉 Website: https://www.theviviennewei.com/ 👉 Facebook: https://www.facebook.com/vivienne.c.wei

🔗 Listen to AI Heroes & Headaches on your favourite platform: 👉 YouTube: https://www.youtube.com/@theviviennewei 👉Spotify: https://open.spotify.com/show/6VdE8SqhZhhLHexxzx3gfB?si=f74b0ad0bf2549e4 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/ai-heroes-headaches/id1832607443

In this episode of AI Heroes & Headaches, host Vivienne Wei talks with Anant Kale, CEO of AppZen, an Artificial Intelligence platform for modern finance teams. With over 15 years of experience in developing complex software and a background spanning engineering, finance, and product, Anant discusses how unstructured data creates massive bottlenecks in business processes. He shares his journey from corporate planning to founding his company to solve the problem of unstructured data in finance, emphasizing the shift from automation to autonomy with AI agents.

• Why unstructured data is the primary bottleneck where "any process, any work, stops" in finance.
• How AI agents are designed to execute work autonomously, moving beyond mere assistance.
• The strategic value of AI for the CFO goes beyond cost savings to maximize human potential across the entire organization.
• How the AI Agent Studio converts existing manual work instructions (SOPs) into deployable AI agents.
• Anant Kale's advice to CFOs: Focus on use cases with a time to value of "weeks" and run a pilot for no more than two months.

• [00:00:00] - Unstructured Data, The Bottleneck: Introduction to Anant Kale and the core problem of unstructured data stopping business processes.
• [00:01:46] - Anant's Journey & Motivation to Start: Discussing Anant's transition from structural engineering and corporate finance (Fujitsu) to founding an AI company.
• [00:07:48] - Building Trust in AI for Finance: The challenge of introducing nascent AI technology to a risk-averse finance organization and the importance of increasing compliance.
• [00:09:20] - Strategic Advantage, Beyond Cost Savings: Discussing how AI augments capability, saves money, and, more importantly, gives back time to highly compensated employees (engineers, sales).
• [00:14:45] - The Mental Load of Process and Policing: How AI removes the "policing" work, allowing high-value employees to focus on their core tasks and innovation.
• [00:16:20] - The AI Agent Studio Explained: Diving into the new Studio, which allows finance managers to convert their existing manual work instructions into autonomous AI agents.
• [00:22:49] - AI Agents in Finance, Accuracy and Guardrails: The need for domain-expert models (Zen realm models), deep enterprise integrations, and absolute guardrails to avoid mistakes and hallucinations in finance.
• [00:27:48] - Managing the AI-Native Hybrid Team: Navigating the workforce impact, creating the "AI Agent Boss" role, and setting a top-down vision to inspire transformation.
• [00:30:49] - CEO Recognition & The Power of Inspiration: The story of a practitioner who was called out by the CEO for leading AI agent deployment, setting an example for other teams.
• [00:33:17] - Final Advice: Short Time-to-Value is Key: Anant's single piece of advice to CFOs: look for areas of low risk/high ROI, and insist on a pilot with a time to value measured in weeks.

🔗 Follow the guest, Anant Kale: 👉 LinkedIn: https://www.linkedin.com/in/anantkale/ 🔗 Follow AppZen: 👉 LinkedIn: https://www.linkedin.com/company/appzen/ 👉 Website: https://www.appzen.com/

🔗 Follow the host, Vivienne Wei: 👉 LinkedIn: https://www.linkedin.com/in/weivivienne/ 👉 Website: https://www.theviviennewei.com/ 👉 Facebook: https://www.facebook.com/vivienne.c.wei

🔗 Listen to AI Heroes & Headaches on your favourite platform: 👉 YouTube: https://www.youtube.com/@theviviennewei

#AIAgents #FinanceAutomation #CFOLeadership #UnstructuredData #DigitalCoworker #FintechAI #AgentStudio #BusinessTransformation

You will love this podcast if you like shows such as Founders, Acquired, Diary of a CEO, Joe Rogan and topics surrounding Elon Musk, Sam Altman, ChatGPT.

In this episode of AI Heroes & Headaches, host Vivienne Wei talks with Alex Schmelkin, Founder and CEO of Sixfold, the AI platform built for insurance underwriters. Alex dissects how the wave of generative AI is forcing the traditionally slow-moving insurance industry to modernize quickly. He explains the shift from traditional risk assessment to near-autonomous underwriting agents, and why boards are asking tough questions about competitive threats. Beyond the technology, Alex emphasizes the importance of balancing AI adoption with maintaining a healthy, enjoyable work culture - stressing that fun, music, and community connection are vital for generating the creative ideas needed to navigate the AI era.

• Why insurance is one of the most AI-disruptible industries today.
• How Sixfold’s AI underwriting agents are transforming productivity for insurers.
• The importance of CEO involvement in successful AI transformations.
• How AI can be both a threat and a partner in workforce transformation.
• Key mistakes and lessons in rolling out AI systems within large enterprises.

[00:00:00] - Opening Thoughts: The Insurance Industry & AI's Tipping Point: Intro to the insurance sector's risk of stagnation and the need for transformation. [00:02:05] - Alex's Journey from Fashion to Insurtech: How Alex moved from public policy and e-commerce into founding an AI startup focused on underwriting. [00:03:30] - Founding Sixfold: The $7 Trillion Opportunity: Insight into Sixfold’s inception, vision, and mission to modernize underwriting with AI. [00:09:00] - AI Agents in Action: From Copilots to Doers: The shift from analysis-only tools to AI agents that autonomously handle underwriting tasks. [00:12:15] - Measuring Impact: Efficiency & Premium Growth: The key business metric - gross written premium per underwriter - and how Sixfold boosts it. [00:15:00] - Aging Workforce & AI as a Talent Multiplier: How AI addresses the challenge of 30% of senior underwriters retiring in the next five years. [00:17:33] - Leading Change: CEO Buy-In Is Non-Negotiable: The pivotal role of executive leadership in driving successful AI transformation. [00:20:00] - Mistakes & Learnings: Why Accuracy Measurement Matters: The early misstep of not quantifying AI accuracy and how that changed. [00:22:17] - Elevating Underwriting Managers with AI: How mid-level leaders use AI for real-time portfolio strategy and guidance. [00:25:50] - Final Thoughts: One Thing You Must Do as a Startup CEO: Alex’s top advice for AI founders and how to bring fun and balance into startup life.

🔗 Follow the guest, Alex Schmelkin: 👉 LinkedIn: https://www.linkedin.com/in/schmelkin/ 🔗 Follow Sixfold: 👉 LinkedIn: https://www.linkedin.com/company/sixfold-ai/ 👉 Website: https://www.sixfold.ai/

🔗 Follow the host, Vivienne Wei: 👉 LinkedIn: https://www.linkedin.com/in/weivivienne/ 👉 Website: https://www.theviviennewei.com/ 👉 Facebook: https://www.facebook.com/vivienne.c.wei

🔗 Listen to AI Heroes & Headaches on your favourite platform: 👉 YouTube: https://www.youtube.com/@theviviennewei 👉 Spotify: https://open.spotify.com/show/6VdE8SqhZhhLHexxzx3gfB?si=f74b0ad0bf2549e4 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/ai-heroes-headaches/id1832607443

#AIInInsurance #Insurtech #GenerativeAI #StartupLeadership #UnderwritingRevolution #AITransformation #VerticalAI #FutureOfWork

What really drives AI transformation: technology or people? In the latest episode of AI Heroes & Headaches, I sat down with Rosanne Werner, CEO of XcelerateIQ, to unpack what truly drives transformation inside global enterprises. Rosanne has led data and culture change at Coca-Cola and now helps organizations turn AI resistance into adoption, and data into a movement. Here are a few insights that stopped me in my tracks: 1️⃣ Data is contagious. Real transformation spreads through people, not programs. A five-minute habit can start a movement. 2️⃣ Change is psychological. Four parts of the brain resist disruption — the leaders who design for safety, not fear, build faster adoption. 3️⃣ Beware “watermelon metrics.” Ninety-percent adoption may look good on a dashboard, but engagement tells the real story. 4️⃣ AI can amplify inclusion. Used thoughtfully, it gives more voices a seat at the table and helps leaders bridge personality and communication gaps. Rosanne’s perspective is a reminder that technology alone doesn’t create intelligent enterprises. Trust, curiosity, and people do. Because transformation is about more than technology: it’s about people. Listen to Episode 7 of AI Heroes & Headaches now.

What happens when a serial entrepreneur, DJ and father decides to reinvent education for the AI age?

This week, I sat down with Alan Smithson, founder of Unlimited Awesome and Metavrse. From spinning records to building companies that redefine how we learn and connect, Alan’s career is a study in what happens when creativity meets exponential technology.

Here are three insights that stood out:

1. Creativity is the ultimate human edge. As AI gets faster and smarter, imagination and emotional intelligence will become our most valuable skills.

2. The next education revolution will be experiential. Alan envisions learning that’s immersive, AI-driven, and accessible to everyone, not limited by geography, privilege, or traditional systems.

3. Technology should create equality, not widen the gap. His mission with Unlimited Awesome is to build an economic system where innovation lifts communities rather than leaving them behind.

Alan’s story reminds us that the future of AI is anbout amplifying what makes us human.

AI isn’t magic. It’s business. And according to Vin Vashishta, it's like electricity in the 1900s.

On the latest episode of AI Heroes and Headaches, I sat down with @Vin Vashishta, author of Data to Profit, to explore how leaders can unlock the true value of AI.

Here are a few takeaways that stood out:

- From physics to AI thought leader: Vin’s journey shows how technical expertise becomes powerful when paired with business leadership.

- The Data to Profit mindset: AI only matters when it creates and captures measurable business value.

- Why AI is like electricity in the 1900s: the organizations that figure out how to integrate it everywhere will be the ones that win.

When it comes to your AI initiatives, is your company playing chess, or checkers?

Recent reports share that only 5% of AI initiatives are successful. Why is that? According to Brian Evergreen, most companies don’t yet have a playbook for leadership in the AI era.

This week on AI Heroes & Headaches, I sit down with Brian Evergreen, President of the Future Solving Club.

Brian went from being an internationally competitive chess player to advising Fortune 500 CEOs on AI strategy. He has been recognized on the @Thinkers50 Radar list. His discipline and systems thinking show up in the way he frames the AI leadership challenge.

In this full episode, we break down:

1. Why incrementalism kills AI strategy

2. The systems thinking that Brian took from chess into his professional career

3. What an AI-first vision is, and how leaders can build it to rally their teams

If you’re a leader navigating AI adoption, this conversation is full of practical lessons and bold insights.