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B2B Automation Spotlight
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B2B Automation Spotlight

Author: Software Oasis

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B2B Automation Spotlight™ is the podcast for founders, operators, and revenue leaders who want to scale with business process automation, AI, and no‑code workflows. Each weekly episode dives into real‑world automation use cases, from marketing and sales to customer success, finance, and operations.

Hosted by Michael Bernzweig of Software Oasis, the show features in‑depth conversations with B2B leaders, automation architects, RevOps pros, and SaaS builders who share how they design, implement, and optimize automated systems. Learn how to map processes, choose the right tools, and connect your tech stack so data flows seamlessly across CRM, marketing automation, support, and back‑office platforms.

If you care about B2B automation, AI agents, workflows, and integrations, you’ll discover practical frameworks, step‑by‑step playbooks, and stack breakdowns you can apply immediately to reduce manual work and unlock scalable growth. Subscribe to get actionable insights on workflow automation, AI copilots, Zapier/Make, CRM automation, lead routing, onboarding sequences, and internal ops dashboards every week.
38 Episodes
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Introduction Brad Levy's early career in fintech Overview of ThetaRay's mission The importance of AI in compliance Interview Brad's journey from banking to AI leadership Early challenges with e-commerce at Goldman Sachs Evolution of fintech technologies Presentation Transitioning from rules-based to risk-based systems Importance of unsupervised machine learning The role of AI in detecting financial crimes Panel Q&A Audience questions on AI implementation Discussion on system fatigue and adaptability Insights on AI transparency and decisioning Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Introduction Elliott's pivot from high frequency trading to consumer lending The role of data in transforming underwriting Promise of understanding Edge Focus's impact Interview Elliott's journey and founding Edge Focus Challenges in consumer lending Importance of technology and patience Presentation Data-driven underwriting beyond FICO scores Edge Focus's credit engine and its capabilities Maintaining quality and compliance in lending decisions Panel Q&A Audience questions on data validation and fairness Challenges of scaling while maintaining returns Insights into integrating technology in traditional industries Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Introduction Yoni Michael's journey from Coolan to TypeDef The challenge of AI agents hitting a wall Recorded live at Software Oasis AI Summit Interview Yoni's career path and insights Founding of Coolan and acquisition by Salesforce The inception of TypeDef in response to AI trends Presentation Importance of semantic context in AI Why AI agents fail without persistent memory Bridging the gap with typed objects and runtime behavior Panel Q&A Real audience questions from the Software Oasis AI Summit Discussion on implementing semantic context solutions Expert insights on AI in enterprise data environments Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Introduction Trevor's tech journey from Johannesburg Early influences and mentors Initial steps into cybersecurity Interview Importance of product market fit Early-stage company challenges Hustling for first customers Presentation Hidden AI in business systems Risks of AI without accountability Importance of AI governance Panel Q&A Audience questions on AI integration Accountability in AI decision-making Practical steps for managing AI risks Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Introduction Roger Yarrow's journey from self-taught programmer to CEO The founding of Truelook and its innovative approach Roger's passion for computer graphics and web technology Interview Roger's early experiences with big corporations Transition to entrepreneurship and founding Truelook Key lessons learned in the early days of Truelook Presentation AI as a connective layer within Truelook Internal friction points and AI integration Practical examples of AI in business operations Panel Q&A Audience questions from the Software Oasis AI Summit Insights on AI's role in business transformation Discussion on eliminating information silos Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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