The Alldus Podcast - AI in Action

Today's guest is RJ Assaly, Chief Product Officer at Reflexivity. Founded in 2019, Reflexivity is an AI-powered market intelligence platform for institutional investors, asset managers and hedge funds. Combining financial data with proprietary AI technology, it helps investment professionals conduct research, uncover relationships across global markets, identify market signals and test investment scenarios. The platform delivers auditable, source-backed insights to support more informed investment decisions and improve research efficiency.
RJ has a background in institutional finance and AI product development, having managed investment portfolios at AllianceBernstein before building AI products at Kensho (S&P Global). He specialises in developing AI-driven financial products, including reasoning agents, knowledge graphs and market intelligence systems. He has led product strategy for platforms serving investors overseeing $250 billion+ in assets, delivered enterprise solutions for major financial institutions and leads a cross-functional team spanning Product, Design and Data Science.
In the episode, RJ talks about:
0:00 His journey to using AI to make financial decisions faster and smarter
3:01 How language models help investors triage data and prioritize opportunities
5:21 Why transparency and data lineage build trust and drive adoption
7:15 Building trust requires transparency, user agency and complete accuracy
9:46 How transparent limitations prevent polished hallucinations from undermining trust
13:36 Staying transparent, user-focused and committed to constant experimentation
To find out more about all the great work happening at Reflexivity, check out the website www.reflexivity.com

Today's guest is Jeffrey Vique, Senior Customer Success Manager, Financial Services at ServiceNow. Founded in 2004, ServiceNow is a global technology company that helps organisations automate workflows, improve services and connect teams through its cloud-based AI platform. Its solutions span IT, HR, customer service and security, helping businesses simplify operations and improve employee and customer experiences.
Jeffrey helps large organizations turn complex technology investments into measurable business outcomes. With over 10 years’ experience across customer success, account management and leadership, he advises global enterprises on AI adoption, organizational change and technology value. He manages a portfolio worth over $50 million and developed an award-winning AI solution to improve customer adoption. Jeffrey also mentors customer success professionals and helps shape AI tools that support their work.In the episode, Jeffrey talks about:
0:00 His journey from criminology to logistics, aviation and ServiceNow customer success
2:24 Overcoming imposter syndrome through trust, experience and business understanding
4:18 Progressing from public sector accounts to complex financial services engagements
7:59 Winning a ServiceNow hackathon with AI agents driving customer adoption
13:31 Helping customers turn AI ambitions into practical, meaningful change
15:56 His advice to ask questions early, document achievements and build your support network
To find out more about all the great work happening at ServiceNow, check out the website www.servicenow.com

Today's guest is Sol Lee, Co-Founder and CEO at Neptune. Founded in 2024, Neptune helps couples navigate prenuptial agreements and plan their shared financial future. Its online platform combines guided conversations, clear next steps and access to vetted independent lawyers with transparent pricing. Founded by people who experienced the challenges of arranging a prenup themselves, Neptune makes it easier for partners to discuss money, align on their goals and approach life’s major financial decisions together with greater confidence.
Sol began her career in Strategy and Analytics at Mastercard before joining Uber’s early payments team in 2016. She later moved into venture capital, focusing on early-stage enterprise and consumer fintech. In 2023, she co-founded Omi to expand access to care by connecting patients with specialist digital health companies through their primary care providers. Inspired by her own experience arranging a prenup, she launched Neptune in 2024.In the episode, Sol talks about;
0:00 How Neptune uses AI to help couples plan finances together
5:02 Helping couples align on life’s biggest financial decisions
6:46 How AI simplifies prenups for couples and lawyers
9:03 Using AI to make prenups easier and less stressful
12:07 Why Neptune offers more guidance than general AI tools
15:50 Plans for growth following Neptune’s $5 million seed round
17:30 Building a team that understands life’s difficult financial conversations
To find out more about all the great work happening at Neptune, check out the website www.meetneptune.com

Today's guest is Nikki Davies, HR Functional Project Lead - ServiceNow HRSD Global Implementation at Thales. Founded in 1968, Thales is a global technology company specializing in defense, aerospace, cybersecurity and digital solutions. It helps businesses and governments protect critical information, support essential operations and address complex challenges. Through investment in AI connectivity, quantum technology and data innovation, Thales develops products and services that strengthen security, improve decision-making and support a safer, more connected world.
As an experienced HR professional, Nikki contributes to Thales' global HR transformation through ServiceNow. Her work includes supporting a unified HR service delivery platform across 70 countries, helping simplify processes and improve the employee experience. A University of Bristol graduate, Nikki is interested in sharing knowledge and best practice with fellow ServiceNow HRSD customers to support effective adoption and collaboration.Topics include:
0:00 Her journey to HR leader driving global ServiceNow HRSD transformation
3:28 Transferring her HR skills into ServiceNow HRSD transformation
5:29 Building a global ServiceNow HRSD rollout across the Thales ecosystem
7:57 How Knowledge 2025 insights shaped Thales’ ServiceNow AI roadmap
11:00 Driving global HR standardization, adoption and stakeholder alignment
14:04 Growing their global HRSD adoption through standardization and change management
15:55 Advice to embrace opportunities, stay curious and build transferable skills

Today's guest is Keenan Venuti, CTO & Co-Founder at Vector Legal. Founded in 2026, Vector Legal is an AI-native law firm based in San Francisco serving startups, growth-stage companies, venture capital firms and private equity investors. Combining experienced attorneys with proprietary AI technology, the organization supports clients from company formation through fundraising, commercial contracts, employment matters and acquisitions.
Keenan is an experienced full-stack AI engineer specializing in legal AI, document intelligence and agent-driven workflows. He has built enterprise AI systems for contract lifecycle management and now develops the AI infrastructure powering Vector Legal. His work spans product, engineering, sales and go-to-market, with a focus on turning complex legal challenges into practical products and services that make legal work simpler, faster and more accessible.In the episode, Keenan talks about:
0:00 His background from machine learning and legal tech to Vector Legal CTO
2:27 Building an AI-native law firm from the ground up
5:30 How AI delivers faster, more affordable legal services without compromising quality
7:47 Why paid work trials help identify genuinely aligned engineering talent
10:00 Plans for building practical AI tools while expanding into enterprise legal services
12:14 Combining AI-powered legal services with an all-in-one software platform
To find out more about all the great work happening at Vector Legal, check out the website https://www.vectorlegal.com/