Evolve: A Blend Podcast

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

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

0:10: Intro0:33: 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

0:00: Intro0:15: Role of the investment advisor in the world of AI2:00: Differentiating Asset Managers in the AI Era4:36: AI’s Impact on opening the mass affluent market to scaled wealth management5:40: Rethinking advisory services for the mass affluent market6:19: 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

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