# Unlocking Agentic AI: Building Enterprise AI Agents with Salesforce’s Patrick Heinen Page: https://stenobird.com/podcast/fintech-files-insights-on-tech-by-bcg-platinion-6678850/unlocking-agentic-ai-building-enterprise-ai-agents-with-salesforce-s-patrick-heinen Text version: https://stenobird.com/podcast/fintech-files-insights-on-tech-by-bcg-platinion-6678850/unlocking-agentic-ai-building-enterprise-ai-agents-with-salesforce-s-patrick-heinen.md Podcast: [Fintech Files: Insights on TECH by BCG Platinion](https://stenobird.com/podcast/fintech-files-insights-on-tech-by-bcg-platinion-6678850) Published: 2026-01-13T17:00:00+00:00 Episode link: https://bcgplatinion.com Audio file: https://episodes.captivate.fm/episode/32510645-8e7d-4423-ac3f-e258905beb32.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/fintech-files-insights-on-tech-by-bcg-platinion-6678850/episodes/unlocking-agentic-ai-building-enterprise-ai-agents-with-salesforce-s-patrick-heinen Duration seconds: 1610 ## Resource 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… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/fintech-files-insights-on-tech-by-bcg-platinion-6678850/episodes/unlocking-agentic-ai-building-enterprise-ai-agents-with-salesforce-s-patrick-heinen/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/fintech-files-insights-on-tech-by-bcg-platinion-6678850/unlocking-agentic-ai-building-enterprise-ai-agents-with-salesforce-s-patrick-heinen.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.