TBW ADVISORS LLC

Author: dgalli

Whisper Report: What are the best practices for enhancing cybersecurity in FinTech?
Published to clients: June 26, 2025 ID: TBW2067

Published to Readers: June 27, 2025

Email Whispers: December 9, 2025

Public with Video Edition: December 10, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): Dr. Doreen Galli

Abstract:

To strengthen cybersecurity in FinTech, experts emphasize a layered approach that combines technology and human awareness. Rising threats like phishing, smishing, and fraud demand not just better tools but also vigilant, well-trained employees. Embedding security scans into software development, analyzing diverse data signals, and adopting a “defense in depth” strategy are all critical. Ultimately, staying curious, asking the right questions, and embracing evolving technologies—especially AI—can help organizations stay ahead of cyber risks.

Target Audience Titles:
- Chief Technology Officer, Chief Security Officer, Chief Information and Security Officer, Chief Trust Officer, Chief Compliance Officer, Chief Risk Officer
- Head of Product, VP of Product, Chief Marking Officer, Data Protection Officer, Director of Data Protection
- Security Architect, Security Engineers, Penetration Testers, Incident Response & Threat Intelligence Teams
Key Takeaways
- Adopt a Layered Defense: Use a “defense in depth” strategy—combine multiple security measures and analyze broad data signals to stay resilient against evolving threats.
- Train Your Team: Human error is a top vulnerability. Regular employee training helps prevent phishing, smishing, and social engineering attacks.
- Build Security into Development: Embed security checks directly into software pipelines to catch issues early and reduce risk at every stage of development.
What are the best practices for enhancing cybersecurity in FinTech?

We took the most frequently asked and most urgent technology questions straight to the finance technology experts gathering at Fintech Meetup 2025. This Whisper Report addresses the question regarding what the best practices are for enhancing cybersecurity in FinTech. As SecurityMetrics’s Matt Cowart shared, there is a, “big rise that we’ve seen is fishing and smishing.” Your employees are getting targeted via email and SMS messages. But that is not the only threat. The user or customer angle also brings in cybersecurity issues. Incentiva’s Heather Alvarez shares, “fraud is something that is very big right now and (is something) that we’re trying to combat.”

A Layered Approach

Cybersecurity frequently feels like a game of whack-a-mole. Vulnerabilities seem to pop up in every dimension you explore but there is still hope. As Socure’s Matt Thompson shared, “creating layers and looking at lots and lots of data signal is important for protecting your Enterprise.” This is also known as defense in depth.

What might these layers include? Gitlab’s Field CTO, Joshua Carroll recommends, “making sure your code is secure and doesn’t have vulnerabilities by building the security scanners into your pipelines and do those as you build the software you can save yourself an awful lot of time.” Likewise, SecurityMetric’s Matt Cowart points out that it all, “comes down to training. The weakest link is where hackers get in. Being able to strengthen your entire area – all of your employees making sure they know what to do what not to do is going to be on of the biggest things that keeps your network safe.” Effective training can minimize phishing and smishing as well as positively impact fraud detection during customer interactions.

Thus to enhance your cybersecurity, ensure a depth in defense security strategy and that the strategy includes both technical aspects of your enterprise as well as your humans in the loop. But most important stay curious and keep building. As Incentiva’s Heather Alvarez shared, “ask the right questions .. continuing to push and look for new features look for to AI to help us because there are a lot of Technologies out there.”

If you are evaluating your cybersecurity environment, be sure to book an inquiry for timely advice.

Related playlists
^*When vendors’ names or quotes are shared as examples in this document, it is to provide a concrete example of what was on display at the conference or what we heard doing our research, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document.

Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
June 26, 2025
Whisper Report: What are the best practices for enhancing cybersecurity in healthcare?
Whisper Report: What are the best practices for enhancing cybersecurity in healthcare?

Published to clients: June 18, 2025 ID: TBW2063

Published to Readers: June 19, 2025

Email Whispers: July 22, 2025

Public & Video Edition: July 23, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): Dr. Doreen Galli

Abstract:

Cybersecurity in healthcare is responsible for protecting the data that represents the life’s story of patients and infrastructure to enable proper care. Managing and securing the plethora of edge devices and the interoperability of all the technologies is an increasing challenge. There are four steps to take to enhance your healthcare cybersecurity: select a framework, leverage depth in defense, automate where possible, and test your environment.

Target Audience Titles:
- Chief Information Security Officer, Chief Information Officer, Chief Security Officer, Chief Technology Officer, Chief Compliance Officer, Chief Data Officer, Chief Privacy Officer
- VP of Cybersecurity, Director of Information Security
- Security Architect, Information Security Architect, Network Security Engineer, Systems Security Engineer, SOC Analysts, IAM Specialists, Director of Privacy
Key Takeaways
- Device maintenance and interoperability continue to challenge healthcare environments cybersecurity.
- Four steps to enhance cybersecurity in healthcare environments. Select a framework, leverage depth in defense, automate where possible, and test your solution.
Tags

cybersecurity, privacy, healthcare, healthcare technology, health tech, HIMSS, HIPPA, medical devices, edge devices, IoT, depth in defense, automate, integration, cybersecurity frameworks, Evidently, Hal Wolf, Kai Romero, Brennen Reynolds, Absolute Security, Alexander Group, Trey Chamberlin, Aisera, Daniel Carvajal Marin

What are the best practices for enhancing cybersecurity in healthcare?

We took the most frequently asked and most urgent technology questions straight to the health systems technology experts gathering at the Healthcare Information and Management Systems Society (HIMSS) 2025 Global Health Conference and Exhibition or HIMSS 25 for short. This Whisper Report addresses the question regarding the best practices for enhancing cybersecurity in healthcare. Given that data breaches in 2024 affected 1 in 2 American’s health records, cybersecurity is top of mind in healthcare¹. But healthcare data is not your shopping data, it represents much more. As Evidently’s Kai Romero shared, “the narrative Arc of who they are how they’ve suffered, how they’ve overcome the illnesses that they’ve experienced, you can’t treat that lightly … this is their life.” But there is a reason for concern in healthcare. For those unfamiliar, Russia has been found the source of ransomware attacks on the healthcare industry². As HIMSS Hal Wolf shared, “security is a major issue our own the federal government the United States just announced that they were bringing down cyber security blockage or fundamentals against another foreign country recently that was yesterday.” There is no indication that the cyberattacks on healthcare will stop, just an announcement that the government is no longer stopping such attacks.

Where are the vulnerabilities?

Understanding that healthcare data represents the whole person and their life, where are the vulnerabilities coming from in the healthcare environment? Examining the source of the security vulnerabilities can offer insights to the efforts to defend and protect this valuable healthcare data. Turns out there are two large sources of vulnerabilities.

Device Maintenance

First, devices in the healthcare environment itself are an issue. As we discussed in Whisper Report: How can AI be effectively integrated into healthcare systems?, many devices on site are old. They may not have over the air (OTA) updates, may require human in the loop to update. As Absolute Security’s Brennen Reynolds stated, “any given organization that man that has our technology about 15% of the devices that are being manually managed have some missing critical security control which increases their risk to either an operational outage or a cyber event like Ransomware.” It may sound like simple advice you have heard a million times, but keeping your equipment up to date with the latest software and security patches is simply critical.

Interoperability

Healthcare creates complicated environments full of an array of diverse vendors. Somehow these vendors and their technology – or more specifically – the diverse array of data about the patient derived must interoperate. Not just interoperate, the data must come together to provide a picture of the patient for the practitioner. Unfortunately, as Alexander Group’s Tray Chamberlin pointed out, “a lot of interoperability issues and leaks.” Getting the technology to work together is so difficult in and of itself, the process created that ‘works’ may not be a secure solution. It is critical that during any interoperability project that protection of the data in the processes is the first a priority. Furthermore, the integration architecture and solution must be examined at a detailed level to understand and identify any potential leakages created in the process.

Solutions

Organizations concern about security in healthcare technology is not going to go away. Per HIMSS’s Hal Wolf, “this is going to be the coinage of which we really improve Healthcare is information (and) information comes from data the data will be unprotected so .. it is why it (cybersecurity) is one of our (HIMSS) four focus points.. at HIMSS (25) digital Health transformation, AI, cyber security, and Workforce Development.” Information is how we improve care, thus information is the goldmine of healthcare. Figure 4 depicts Four Steps to Enhance your Healthcare Cybersecurity.

Select Framework

Through the various conversations while conducting this research, it became very clear that each organization has their own framework to guide their cybersecurity program. When selecting amongst the frameworks, ensure these common characteristics are present.
- It should be 100% restricting while enabling productivity.
- Needs guardrails and controls
- It should be deliberate and intentional with how it handles your assets.
Leverage Defense in Depth

Regardless of where the technology is used within healthcare, certain security practices should be consistent. As Evidently’s Kai Romera shared, “some of the same things that we use in the clinical setting to protect patient data whether that’s logging out of a screen pretty quickly after it’s not active or you know taking away the protected patient information so that anyone who’s looking at the screen would not know who that patient was you want to know that they’re employing those things because this (is) patient data.” Understanding no single method covers all scenarios, it is good to use every method available when possible. For example, clinical data masking technology and standards can easily be applied to the terminals used at the front desk and billing as well.

But data masking is not just useful at the terminal level. As Aisera’s pointed out, regarding you agentic AI solutions, we can do everything from masking PII for mask any personal data “architecture that’s going to keep your data private data privacy is probably the most important thing especially when it comes to healthcare right .. but also how it is stored right even in our cloud approach” our customers get the unique architecture so when you’re training the LLM you’re not trained in our models.”

Deploy Automation

Many shy away from automation, but as we pointed out in Conference Whispers: Black Hat USA 2019, a ransom ware attack can take down an organization in 30 minutes. What human on call can get notified, get online and stop an attack that fast? Furthermore, as Absolute Security’s Brennan Reynolds shared, “topic of automation there’s just too many things to be done in a day to allow and require humans to be doing all of the maintenance and management task so if the it devices across their organizations whether you have a th000 devices 10,000 or a million devices you’re never going to have enough staff to manually execute tasks to keep those devices safe and secure.” Thus it is physically impossible to stop many attacks or even simply update all the devices on site without automation.

Test!

Regardless of the care taken, it important to review the architecture and test the system. As Alexander Group’s Tray Chamberlin explained, “make sure that it’s not just we want this system we want to stand it up and we want the functionality but also going through the paces and testing and making sure that is playing nice but also doesn’t open up a new vulnerability within your system going forward.” A system that simply works is not the goal. Rather, a system must work and be secure, resilient, and hardened against attacks including its integration points is the minimum standard.

We will close with remarks by HIMSS’s Hal Wolf, “ I think cyber security is going to continue to be at the Forefront of our thoughts whenever you’re dealing with data and information they are going to be bad actors… HIMSS is focused on cyber security we have cyber security forums (and) there are cyber security events taking place.”

^*When vendors’ names or quotes are shared as examples in this document, it is to provide a concrete example of what was on display at the conference or what we heard doing our research, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document.

Related playlists
1. Whisper Report: HIMSS: Question 1: How can AI be effectively integrated into healthcare systems??
2. Conference Whispers: HIMSS 25
Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
June 18, 2025
Conference Whisper: Identiverse 2025
Published to clients: June 10, 2025 ID: TBW2083

Published to readers: June 11, 2025

Published to Email Whispers: August 18, 2025

Publicly Published with video edition: August 18, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): D. Doreen Galli

Abstract:

Identiverse 2025 welcomed 3,300+ attendees to Mandalay Bay – nearly a 20% gain over 2024. Featuring 250+ sessions and 150 exhibits all on one floor, the event was smooth and accessible. Keynotes and sessions emphasized teamwork, resilience, and collaboration, while exploring AI in identity, decentralized credentials, and zero-trust implementation. Exhibitors showcased innovations from selfie-based authentication to intelligent access control and secrets vault cleanup. The shift from Aria to Mandalay Bay marked a new chapter for the expanding event, which returns to Mandalay Bay in 2026.

The Conference
- Identiverse 2025 was held at Mandalay Bay Convention Center, a move from Aria in 2024. It hosted 3300 attendees, 250 sessions and 150 exhibitors.
Cautions
- Friendly reminder: this research provides examples of what was shared with us at the event, not an evaluation, validation, or recommendation of the given technology.
TAGS

Identiverse 2025, digital identity, identity security, zero trust, AI in cybersecurity, decentralized identity, verifiable credentials, identity governance, privileged access management, IAM, IGA, cybersecurity conference, Mandalay Bay, authentication, biometrics, secrets management, SSO, MFA, ITDR, access control, enterprise security, digital trust, identity trends, identity innovation, conference highlights, tech expo, identity tech, identity solutions, cybersecurity trends, identity keynote, identity management

Conference Vibe

After over 53 videos, almost 200 minutes of content only 2 escalator rides, 30,000 steps and over 25 fact checks, our coverage of 2025 Identiverse ends. The event spanned 4 days, had over 250 speakers, 150 exhibits and with over 3300 attendees – 700 more registered over last year. Registration went very smooth with rarely any waiting time. Interestingly, we were informed many registered late. Executives realize that reducing risks and therefore related losses is a viable path to protecting profits in uncertain times. This year’s event took place at Mandalay Bay Convention Center, a change from Aria last year. Most enjoyed the conference taking place all on the same floor. It was great to see the conference grow and expand. Like all changes, there were the old timers yearning for the days when they all packed into too small rooms at Aria. Unfortunately, some of the sessions located physically further from Expo Hall reported some in person attendance challenges from those too tired to walk to the room. The event featured a full collection of meals. We were able to capture the Tuesday Seminar’s Lunch and the lunch on Wednesday in Expo Hall.

While at Identiverse, we conducted research for three additional forthcoming Whisper Reports for our clients. The playlists are unlisted but available and will eventually fill in with the video version of the report so you may wish to bookmark these playlists.
Readers and viewers wishing to experience the entire event are encouraged to view the Conference Whispers: Identiverse Playlist in its entirety. Once the video edition is available, the playlist will be sited as a pinned comment on the video edition. It is also easy to locate any previous Conference Whispers playlists through TBW Advisors Website under Subscribers research/Conference Whispers.

Keynotes and Sessions

Identiverse is absolutely one of those events where regardless of the amazing session you choose, you are aware you are also missing an incredible session – or two. Fear of missing out was rampant. Fortunately, we were able to capture 53 videos for our clients and subscribers. The first Keynote featured John Pritchard, CEO of Radiant Logic. Titled, “Identity isn’t a solo Game” it drove home the message that one cannot succeed in identity without collaboration with the professionals around you throughout the organization and with others in the industry.

Another frequently referred to keynote featured the UK’s Hanna Rutter who is realizing their government digital identity solution. In her talk she spoke about the challenges of such a decentralized digital identity solution and how she is overcoming roadblocks on her path to success. A much in demand topic regarding identity challenges in the realm of AI was presented by Richard Bird. A tech talk held in the expo hall was hosted by Microsoft. Their tech talk covered the hot topic of ITDR, Identity threat detection and response.

Exhibits

Identity is a topic found not only in the expo halls of Identiverse, but was also seen in the halls of HIMSS, Fintech Meetup, Money 20/20 and ISC West just to name a few. What is interesting is the different manners of vendors describe their technology. At ISC West, vendors in the expo hall spoke in terms of a solution. They would always emphasize the PII information is not on the badge, rather a hash of the biometric data which enables verification is provided instead. While this was not clarified on the videos at Identiverse, the vendors later disclosed the same technical approach that was taken on the technology captured at Identiverse. If you are seeking a tap-in to sign-in on a shared device for your organization, Imprivata was in the expo hall with their solution. If you would like to verify the customer requesting the high-risk transaction is the same customer who signed up for the account, Panani shared their technology. Keyless offers a solution to authenticate high risk actions with a selfie. If you are an engineer developing a solution and need the capability to onboard customers, no need to start at square one! PropelAuth provides an out of the box identity capability you can add on to your solution to onboard customers! Seeking to manage your remote teams and seeking a cost effective out of the box solution to provide SSO and MFA? Cubeless shared their free and easy SSO and MFA solution made for you.

Is managing privileges gotten to be too much for you and your organization? Apono Unified Access Management is an intelligent solution that aims to provide just enough just in time privilege for human and non-human-identities (NHI). Oasis goes one step further in managing AI Agents’ Identity, provisioning, deprovisioning and cleaning up stale accounts. Are your coders overwhelmed trying to identity what secrets vault to use so they land up hardcoding the secret? Is your organization suffering from identity vault sprawl? GitGuardian was on hand with their solution that can assist you in identifying and remediating secrets vault sprawl.

Expo hall also featured quite a few IGA (identity governance and administration) and PAM (privileged access management) platforms. Omada captured their 25-years’ IGA experience into a free best practice framework. This framework includes use cases and related configuration recommendations for their platform, Omada Identity Cloud. Lumos shared their agentic AI autonomous IGA solution. This solution can even recommend what privileges a new employee should get based on their role and department. If you have a small but complex environment, Clarity Security has an IGA solution targeted at your organization.

Keeper Security shared their zero-knowledge identity solution for endpoints. Their solution is referred to as zero knowledge as the customer’s data is encrypted on the endpoint with the customers key; meaning, Keeper Security has no access to customer data whatsoever. Bridgesoft shared their complete identity platform that also can adapt and include any components that may already exist in your environment. Specializing at the start of the process, CyberSolve helps organizations commence new identity programs. Looking for IAM services across the portfolio? Simeio was on site there to offer guidance. Clients are reminded to schedule an inquiry to review the current state of your identity program. If you are seeking to expand it or modernize it, we will produce an inquiry plan to guide you along the journey even if you are working with an outsource provider or consultant.

Next Year’s Conference

Identiverse will once again be held at Mandalay Bay Convention Center June 15-18, 2026.

^*When vendors’ names are shared as examples in this document, it is to provide a concrete example of what was on display at the conference, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document. Other examples products in the same category may have also been on display.

Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
June 10, 2025
Whisper Report: How can AI and machine learning transform media and entertainment?
Published to clients: May 29, 2025 ID: 2076

Published to Readers: May 30, 2025

Published to Email Whispers: July 7, 2025

Video edition: July 7, 2025

Analyst(s): Dr. Doreen Galli

Abstract

AI is transforming media and entertainment, reshaping workflows and automating the tedious. This shift isn’t new—it’s an evolution already well underway. While concerns about disruption persist, AI is proving to be a powerful tool that enhances efficiency, making content more accessible and refining quality. From metadata enrichment to streamlined production, AI empowers professionals by eliminating the mundane and allowing more focus on creativity. Rather than replacing jobs, it shifts how work gets done, seamlessly integrating with existing processes to unlock new possibilities in storytelling, production, and distribution. The industry is adapting, and AI is at the heart of that transformation.

Target Audience Titles:

Chief Technology Officer, Chief Supply Chain Officer, Chief Digital Officer

Chief Data Officer, Chief Marketing Officer, Chief Content Officer

Head of AI and Machine Learning, Data Scientists

Product Managers, Content Managers, Sound Engineers, Distribution Engineers

Production Technologists, Streaming Platform Developers

Chief Technology Officer, Chief Supply Chain Officer, Chief Digital Officer

Key Takeaways
- AI is transforming workflows, automating the tedious, and reshaping media and entertainment.
- Efficiency gains let creators focus on storytelling while AI enhances accessibility and searchability.
- AI isn’t replacing jobs—it’s evolving how work gets done, integrating seamlessly into production processes.
How can AI and machine learning transform media and entertainment?

We took the most frequently asked and most urgent technology questions straight to the Technology experts gathering at NAB Show 2025. This Whisper Report addresses the question regarding how can AI and machine learning transform media and entertainment?

Setting the Stage

As DeepDub’s Oz Krakowski stated, “We see is a lot of the work that was done before is now done in different.” These changes have already hit the headlines for as Dell Technologies’ Tom Burns pointed out, “Everybody’s all concerned with Gen AI but of course the writers and actors strikes were all about that.” Thus this AI transformation is not new but rather is currently underway. Latakoo’s Jade Kurian offered this perspective. “The question now is how do we do this thoughtfully? How do we do it in a way that we don’t compromise ethics – where we don’t compromise people’s jobs? How do we make it flow back and forth where we take advantage of AI and machine learning to make our lives easier, make our lives better, and make entertainment and media better.” Cinnafilm’s Dom Jackson suggests we take another step back to gain a larger perspective, “There’s a lot of fear around AI and those technologies and in that sense, I see those as part of a continuum of ongoing automation processes that have been going on since the industrial revolution. Everyone’s always scared when something new comes along and then very quickly it becomes normal and it empowers us to work in new and different and usually more efficient ways.” See Figure 1 for the Cornucopia of AI use cases suggested. Let’s explore some of those new, and different, more efficient ways.

AI Use Cases in Media

One thing is for certain, there is no shortage of opportunity for AI to positively impact the media and entertainment sector. The favorite use case among all users, as Strada’s Michael Cioni put it, “AI is best for our industry as a utility form to do the mundane tasks .. we need AI that automates mundane tasks like color correcting sound noise reduction, video audio noise reduction, face tagging, locations, objects, emotions – those are all the things that no one wants to sit and log footage. AI can log it for us.” Or per Ross’s David Green, “AI is going to make us more efficient and more effective and let us focus on what we love doing which is creating amazing content.” No matter which perspective you prefer – the elimination of the mundane or the freeing up to do the fun parts – AI is here to stay in media workflows. As Dell’s Tom Burns observed, “Machine learning has already transformed media and entertainment in so many invisible ways from security to fixing single pixel defects to all kinds of low-level network functions and automated provisioning.”

When it comes to all that stored media, there are plenty of suggestions of how AI can assist as well. Per SNS’s Alex Hlavaty, “It actually can be an incredibly helpful buddy to sort through the stuff we don’t want to do parse through petabytes worth of information. Help us find assets more quickly and just interact with our data in a much more meaningful way while reducing man hours doing things that are laborious.” . Eon Media’s Greg Morrow observed, “our customers have large libraries of video files that only have a file name or have just a a small title. We really enriched those assets with information to make those assets more usable by identifying people places things emotional sentiment um ethnicity as part of those assets.” Dell Technologies’ Tom Burns denoted, “One of the GEN AI things that is proving to be useful is for companies that have large archives or studios that have that have the rights holders to a lot of content, using AI to extend the metadata and inform them of what they actually have in their archive allows them to make that more searchable and therefore more monetizable on.” Increasing metadata for the purpose of search and the related business cases that come from having truly searchable content is a common theme. As Axle.ai’s Sam Bogoch simply stated, if, “they can’t find it they can’t reuse it.”

In some of the use cases such as sound editing, it has completely transformed the task at hand. As DeepDub’s Oz Krakowski observed, “just like you cannot imagine a graphics designer not using Photoshop it’s unheard of right however 20 years ago this was extremely questionable nowadays thinking of doing voice design and editing dialogues without using AI.” Ross’s David Green offers additional suggestions, “things like camera tracking so instead of having to every single second manually figure out where things are and do manual keying you know markers and those sort of things we can use AI to automatically be able to do those things .. instead of having to flip through a manual.” Dell’s Tom Burns observed, “when you render your VFX AI upsampling has gotten so good now that you can render at 2K and up to 4K and it looks better than if you rendered at 4K in the first place.” Wow! Upsampling rendering better than if it was 4k in the first place – now that is an improvement – by definition. Localization is another area that has been drastically impacted by AI. Today, with AI tools such as Yella Umbrella are, “making content accessible to users that wouldn’t have access to it normally either because there’s no one to localize that content or just because the content that they want to access is not available in the accessibility form that they prefer.” If the form you prefer isn’t about language but more about duration, Magnify’s Ken Ruck shares today one can, “edit automatically (and) create clips automatically.” Clients may recall our coverage of Conference Whispers: NAB Show 2023 when automated shorts were first highlighted.

One of the most treasured advancements is that of workflow automation. As Eon Media’s Greg Morrow stated, “workflow automation to improve the efficiency of a media organization in order for the people in the organization to create higher value content and less of the drudgery work.” In other words, AI can transform Media and Entertainment by enabling all to do more with less. But if you are worried about your job, Cinnafilm’s Dom Jackson assured, “strangely ultimately people always end up having jobs they’re different jobs but people always end up with plenty of work.”

Related playlists
1. Whisper Report: How can AI and machine learning transform media and entertainment?
2. Conference Whispers: NAB Show 2025
Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
May 29, 2025
Whisper Report: How can we enhance our cybersecurity measures to protect against emerging Cyber Physical threats?
Published to clients: May 20, 2025 ID: 2073

Published to Readers: May 21, 2025

Email Whispers: June 13, 2025

Video Edition: June 13, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): Dr. Doreen Galli

Abstract:

As cyber and physical security continue to merge, proactive, multi-layered strategies are essential to safeguard critical assets in interconnected environments. Secure data practices, including encryption for data in transit and at rest, during compute, and ensure compliance with high security standards. Architectural resilience is crucial, integrating cybersecurity from the outset rather than retrofitting outdated systems. Correlating physical and cyber events provides valuable context. Finaly, digitizing workflows streamlines response efficiency, minimizing the window of vulnerability during attacks.

Target Audience Titles:
- Chief Technology Officer, Chief Security Officer
- Chief Information and Security Officer, VP of Cybersecurity
- Director Cyber Physical Security, Security Analyst
- Cybersecurity Engineer, Incident Response Analyst
Key Takeaways
- Data must be encrypted at rest, in transit, and during execution.
- Cyber Physical security requires a securely designed architecture from the start.
- Cyber and physical threats must be correlated.
- Only a digitized workflow can respond with the required speed to cyber physical threats.
Secure data

As with all security, cyber physical security must also be concerned with, “ data security and encryption … that’s data in the device, data in transit, data in rest at the servers, and so all of those things we have the highest level standards and we also meet more advanced requirements, “ Bioconnect’s Edsel Shreve. The solution should be flexible enough to enable any data protection requirements that come into play. Edsel Shreve went on to further explain, “for example you need to do certificate rotation for things like TLS encryption So we can do those things not every customer wants them but those are the things that we’ve actually got in our system for the folks that have those higher level requirements so it really is the combination of how do we make sure that they’re cyber secure sitting on the network and then how do we make sure that they’re physically and the data is secure on the on the readers and devices themselves.” In addition, TBW Advisors LLC recommends confidential computing architectures for protection and privacy during computations. For additional information see Industry Whispers: Public is Private – Confidential Computing in the Cloud.

Secure Architecture

Taking a 1968 mustang and updating it to 2025 safety standards would be quite the challenge and likely land up with an ugly beast that is neither safe nor resembling of a mustang. Cyber physical security is no different than safety. It must be thought of and integrated from the very beginning. As LVT’s Steve Lindsey explained, “it starts with architecture if we can rethink our architectures and we can start building for cyber security in mind.” The challenge of physical cyber security is that, “for the longest time in the physical security space we’ve been using on premise systems and as we’ve lifted and shifted those into the cloud .. what complicates that is as we’re deploying these systems it’ not just cloud to end User, it’s Cloud to IoT (Internet of Things) device which is going through usually public cellular or satellite infrastructure itself and there’s other things that need to be done to address that” Steve Lindsey.

Correlate Physical Cyber Events

The real power of cyber physical security is the two areas working together to correlate events. Through correlation, context and a greater understanding is realized. An example shared by Advancis’ Paul Shanks demonstrates this best. “Someone loses their badge and falls out of their pocket and they’re logged into the network from home and their badge is used at the building. Those two events by themselves are benign but we take that together and create a an alert for the operator to look into whether is it a Cyber attack or is it a physical attack.”

Digitize Workflow

As early as 2019 TBW Advisors LLC has been advising clients to automate security responses when possible for the simple fact you must. Ransomware attacks were already taking place within a 35-minute window. In 2025 the cyber physical attack vector also calls for automation or a digitized workflow at the very least. As Advancis’ Paul Shanks communicated, “we can take that and make that workflow digitized so that all they have to do is read click and go. Simple as that.”

Related playlists
Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
May 20, 2025
Industry Whispers: AMA with Victoria Essner

Join us for an inspiring Global Accessibility Day Interview,

Celebrate Global Accessibility Awareness Day with an empowering Ask Me Anything (AMA) session featuring international best-selling author and accessibility advocate Victoria Essner.

With over 30 years of professional experience in assistive technology—and more than 50 years of lived experience navigating the world with vision loss—Victoria’s journey has been one of innovation, advocacy, and empowerment.

From navigating the early challenges of digital accessibility to becoming a trusted expert, she has helped countless individuals find independence through technology.

In this heartfelt, one-hour session, she’ll share personal experiences, lessons learned, and how her passion for accessibility has shaped her work. Discover the milestones that led her to write From Tech Frustration to Freedom and why she remains committed to making tech inclusive for all!

Come be inspired—and bring your questions! Whether you’re new to accessibility or a long-time advocate, you’ll walk away with practical insights, renewed hope, and a reminder that inclusive tech is possible for all!

Research Code TBW2082

Cannot make it live? Register and submit your question. The answer will be in the video on TBW Advisors’ YouTube Channel.

NO AI note takers allowed. Event copyrighted by TBW Advisors LLC All Rights Reserved.

Victoria Essner is a legally blind assistive technology coach, caregiver advocate, speaker, and international best-selling author. With over 50 years of lived experience and 30+ years of professional expertise, she empowers blind and visually impaired individuals — and the caregivers who support them — through personalized training and compassionate support. Victoria has consulted with Fortune 500 companies, nonprofits, and government agencies on accessibility and inclusion. She hosts the Blessed Thru Blindness podcast and founded AT Made Easier, a membership designed to simplify tech and restore confidence. Her signature message: Breaking Barriers. Building Independence. One Breakthrough at a Time.

Heather Osborn was most recently Engineering Manager at Zapier, leading the Developer Enablement team focused on incident management, observability, and service catalog. With over 25 years in tech, she’s worked across systems engineering and operations, including a long tenure at Ticketmaster where she helped scale their infrastructure from a handful of gaming desktops to a global, hybrid cloud system handling massive traffic spikes.

More recently, she’s specialized in cloud-native infrastructure, with an emphasis on AWS, Kubernetes, and enabling developer autonomy through secure, maintainable systems. She’s spoken at Southern California Linux Expo three times, most recently on Turning Incidents into Insights, Not Insults.

Heather is a longtime advocate for diversity in tech—founding and mentoring in women’s groups, and often being the only woman on her team. She believes accessibility is essential to building inclusive, empowering technology for everyone.

Outside of tech, she’s a distance runner, live music fan, immersive camping nerd, proud mom, and devoted cat herder.

Dr. Doreen Galli is the Chief of Research at TBW Advisors LLC. She’s led significant and measurable changes as an executive at IBM, DPWN, Dell, ATT, and most recently Microsoft. Dr Galli was Chief Technology and Chief Privacy Officer in Azure’s MCIGET. Gartner recognized Dr. Galli as an expert in data ingestion, quality, governance, integration, management, and all forms and analytics including sensor data.

May 15, 2025
Whisper Report: How can we ensure compliance with evolving regulations?
Published to clients: May 6, 2025 ID: 2066

Published to Readers: May 7, 2025

Published to Email Whispers: May 19, 2025

Public with video edition: May 20, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): Dr. Doreen Galli

Abstract:

To navigate evolving fintech regulations, experts at Fintech Meetup 2025 emphasized three key strategies: staying engaged with the field and regulatory agencies, structuring well architected stable solutions, and leveraging AI or Copilots. Together these proactive approaches help fintech firms stay ahead of regulatory shifts while maintaining security and efficiency.

Target Audience Titles:
- Chief Technology Officer, Chief Security Officer, Chief Information and Security Officer, Chief Trust Officer, Chief Compliance Officer, Chief Risk Officer
- Head of Product, VP of Product, Chief Marking Officer, Data Protection Officer, Director of Data Protection
- Enterprise Architect, Director of Data Governance, Chief Privacy Officer, Head of IT Audit
Key Takeaways
- Today’s security breaches are the source of tomorrow’s regulations.
- Security cannot be an afterthought; it must be planned from the beginning.
- Leverage AI and Copilots that are integrated with your processes to aid employees.
How can we ensure compliance with evolving regulations?

We took the most frequently asked and most urgent technology questions straight to the Fintech experts gathering at Fintech Meetup 2025. This Whisper Report addresses the question regarding how can we ensure compliance with evolving regulations? As Socure’s Matt Thompson shared, “I don’t think it’s enough in this space to be a passive Observer or responsive or reactionary to regulations, there’s a lot of Evolution right now happening.” Figure 1 shares three actions you can take to conquer evolving regulations.

Stay Engaged

One of the best actions an organization can take to stay on top of regulations is to stay engaged and in touch with the real world. First, real world happenings such as hacks define future regulations. As SecurityMetrics Matt Cowart shared, “QSA (Qualified Security Assessor) is really going to help you understand where you’re sitting at and as they are informed with the evolutions of technology and all the advances that are going on having them connected with real world teams.” Or as Matt Thompson of Socure suggested, “staying engaged with the regulators and the development of the regulations themselves.” If you know what the regulators are working on in draft, you will not be surprised when it becomes law. Keep in mind the reach of the company determines what exact regulators and what specific regulations apply. As OnFido’s Marie Millick shared, “we have a team of subject matter experts that are constantly researching. We also collaborate with the same team that works with interpole around everything around data privacy and identity.”

Structure Solutions for Stability

Many suggest the best way to be prepared for evolving scenarios of all types is to start with a robust and secure foundation. As Onbe’s Tony McGee shared, “our company is fully audited, fully solutioned and architected to protect the data.” This architecture doesn’t act alone but is complimented with strong processes. Tony McGee further explained, “ensuring that we build in the processes to make sure that every step of the way is a compliant one.” Together architecture and processes form a robust foundation. This robust foundation enables Onbe to ensure, “that the consumer understands all the fundamentals of the payout.”

Any clients at this phase should schedule an inquiry to receive guidance. We will set up a plan of inquiries during your journey to give you any guidance we may have or can gather to assist you. The plan should capture milestones including but not limited to strategy reviews, presentation reviews, and even architecture reviews.

Leverage AI and Copilots

Today, we are no longer left with antiquated tools. As Thetaray’s Adam Stuart pointed out, “the traditional rule-based systems you have to know what you’re looking for to build that rule but if you don’t know what you’re looking for and you’re looking for these new patterns and behaviors that people are using you can’t do that with the simple rule base which is why cognitive AI is such an important feature to include.” In other words, in addition to keeping up to date and starting with a solid foundation, the tool itself contributes to identification of potentially troubling patterns. Interface.ai’s Connor Tullilus draws us a picture of what this is like in the real world. “To be able in real time have a co-pilot AI assistant sitting behind the scenes to assist them in the day-to-day operations. One in real time being able to update your policies procedures while (two) being able to (use) the AI assistant hooking up with your current knowledge bases your share.”

^*When vendors’ names or quotes are shared as examples in this document, it is to provide a concrete example of what was on display at the conference or what we heard doing our research, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document.

Related playlists
Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
May 6, 2025
Whisper Report: What are the biggest challenges of using generative AI in logistics?
Published to clients: April 28, 2025 ID: 2058

Published to Readers: April 29, 2025

Published to Email Whispers: May 8, 2025

Public: May 9, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): Dr. Doreen Galli

Abstract:

The logistics and supply chain sector faces significant challenges with data. Issues include non-existent data, inconsistent formats, manual errors, and lack of historical context. These problems stem from complex processes and resistance to change. Human-machine interaction adds another layer of complexity. Generic AI models struggle due to the unique demands of logistics. Despite these hurdles, there are opportunities for generative AI to enhance efficiency and provide valuable insights. Successful implementation requires accurate, context-rich data and a willingness to transform processes. Embracing AI can lead to improved operations and better decision-making in the logistics industry.

Target Audience Titles:
- Chief Supply Chain, Logistics Officer, Procurement, Technology, and Data Officers
- Supply Chain, Logistics, Procurement, Technology, BI
and Data Science Directors
- ERP Specialist, Supply Chain IT, Data Scientists, BI and related managers
Key Takeaways
- Inconsistent, incomplete, and manually entered data hinder AI’s effectiveness.
- Poorly structured processes and a reluctance to adopt AI-driven solutions slow innovation.
- Onboarding new suppliers and standardizing systems remains difficult.
- Generic AI models don’t understand logistics-specific challenges.
Biggest challenge using Generative AI in Logistics??

We took the most frequently asked and most urgent questions straight to the logistics and supply chain experts in the industry. This Whisper Report addresses the question regarding the biggest challenges using generative AI in supply chain and logistics. The first challenge, however, is not unique to that industry nor is it unique to generative AI. This challenge applies to a all analysis and analytics including all forms of AI – generative or not regardless the size of the models. Put simply, no matter how many ways you state it, when you put garbage data in you will get garbage results.

Tom Larson with ITS Logistics “bad inputs in = bad outputs.”

Balaji Gunter with Hoptek, “case of garbage in garbage out.”

Blake Donaldson with Nutrabolt, “quality of information.”

Obrie Scarborough with Wolley Digital Innovations, “good in good out.”

Jacob Hobbs with Cubiscan, “you are only as good as your data.”

Additional research on technology available to help with getting and cleaning data in supply chain and logistics is available in Conference Whispers: Manifest 2025 and Conference Whispers: Smart Retail Tech Expo.

Challenges Unique to Lo gistics and Supply chain?

Given the dominance of a common answer, this raises the question, is the sector of logistics and supply chain in worse shape versus other industries? More specifically, is the data itself within logistics and supply chain the problem and if so, why? Put simply and as depicted in Figure 1, the challenges go far beyond the data. As Don Addington of Cloud 9 Perception put it, “in logistics space there is a level of complexity that is more complex than others.” These complexities come in for the following reasons.

Figure 1. Challenges using Generative AI in logistics

Data doesn’t exist

There is an ideal digital world which is very different from the physical world. As Owen Nicholson from Slamcore pointed out, “If you are not seeing real world deployments with all the gnarly things that go wrong you are only creating idealized models that don’t work in the real world.” Distribution centers are full of human and robot workers as well as machines from multiple manufacturers. Unlike construction, many of these machines are in the same building they entered at the start of their usefulness as brand new machines long before generative AI term existed. Logistics is not the neat and tidy world of fintech transactions.

Data is inconsistent

As Ben Tracy of Vizion pointed out, “(many) skipped a few fundament steps, being useful and being reliable… They don’t monitor data quality, they don’t have consistency amongst data formats, and their systems are not exportable for the data that is inside of them.” Or what data professionals call it- ‘good old fashioned data quality’. To put it in the simplest terms possible, we all learned early in elementary school you need data in the same units to perform any math over the data. You do not add inches and feet together. You cannot add meters and feet together. You don’t speak globally about time without time zones. But perhaps most important, you cannot create data quality nor can you analyze data you haven’t or cannot export.

Data is manual and miss-keyed

If you are wondering how bad that data can be, Dawn Favier of Green Screens provided some hard facts, “its not uncommon to flag 35% of their (customers) data as dirty. Dirty meaning miss-keyed data, something tagged as full truck load when its partial.” Obviously, if one looked at data for a half truck and leveraged for a full truck, the resulting analytics are useless. With 35% of one’s data being dirty, there is work involved before you can even hope for insights.

Data lacks historical context
For any AI to be successful, you need massive amounts of data over a very small problem so the mathematics behind the AI can provide useful information. As Atit Shah of Chetu explained, “

Even if you have the right collection of data, you can generate incorrect forecasting. A lot of people do not have a huge history or the history of the records so they go into the gen AI because everyone is doing it but it doesn’t meet their expectation.“ No matter how powerful the technology, all forms of AI need good data. Furthermore, the data must have context to be useful for any advance form of AI including generative AI.

Bad Processes
One obvious reason for messy data is the messy, manual, and imprecise or undefined processes it represents. The biggest challenge as Bill Driegert of Flexport shared, is simply, “not slapping it (generative AI) on bad processes. There needs to be a lot of process engineering required to leverage AI.” If process re-engineering and establishing a clean data fabric is your organizations Mt. Everest, TBW Advisors LLC offers a lot of first-hand experience and expertise to teams and executive via inquiry. Any clients at this phase should schedule an inquiry to receive guidance. We will set up a plan of inquiries during your journey to give you any guidance we may have or can gather to assist you. The plan will cover milestones including but not limited to strategy reviews, presentation reviews, and architecture reviews. It is not an area to go through without a guide on your side even if the work is outsourced.

Resistant to change

It is always important to consider the culture of any organization when executing or desire to execute change management. As Erica Frank of Optimal Dynamics put it, “need to take a healthy assessment, how resistant are we to change, how are we going to challenge this from the top down.” As with any change management, executive buy-in with a business objective are critical to success. AI for the sake of AI is always a bad idea.

Perhaps the reason many in this space are resistant to change is the change is constant. As Jason Augustine of WNS put it, “Environment keeps changing every 3-6 months”. Thus discovering opportunities to align and integrate the transformational changes into these already occurring network constant changes is a less tumultuous approach.

Human Machine Interaction

Logistics, like manufacturing and construction, has a lot of machines in the loop. Those machines may or may not be intelligent machines. Thus as Dr. Mario Bjelonic of Rivr.ai shared, “the challenge will come up in terms of how the humans and robots will act as a team together.” Optimizing the total solution over this shared space is the true goal. But as one organization is optimized, what about working between each organization?

As Justin Liu from Alibaba.com stated, “biggest challenge what it can do and what it cannot do

is the on boarding suppliers cannot be done by AI”. That’s correct. Bringing each and every machine into the system, or each and every supplier and the complex of array of data that that suppliers managed to coalesce together IS ITSELF NOT standardized thus cannot be automated.

Can’t use Generic Gen AI

As Balaji Guntur of Hoptek pointed out, “Most of the models are very generalized.” “AI is data hungry, and you need to train it on real data. The biggest challenge Generative AI in logistics is that the generative models don’t know what logistics is doing. This is the main challenge,” Aviv Castro, Sensos. In summary, as best put by Nykaj Nair of Sugere, “you need data highly accurate data that is relative to the companies supply chain.”

Opportunities for Generative AI in Logistics

With all the challenges discussed, it may seem discouraging. It is important to realize the significant opportunity awaits thus easily providing business justification for the work to transform – carefully. As Justin Liu of Alibaba.com put it, “we are continuously adopting AI into our workflow into our latest and greatest features and functionalities to do their business more efficiently.” Rye Akervik of Shipsi believes the value is, “in adding it as a first layer to understand the (customer) issue.” Mick Oliver of Dexory shared, “We don’t see it as a challenge we see it as an opportunity and provide insights based on that data.” Rich Krul of Hoplite observed that the intelligent systems are, “way more efficient, people get their answers a little faster and thinks that is a good thing for the industry.” Most importantly as Georgy Melkonyan of Arnata pointed out, “Shouldn’t fear it (AI) is going to take your job, ai will not replace your job. The people that use ai are going to replace your job.”

^*When vendors’ names or quotes are shared as examples in this document, it is to provide a concrete example of what was on display at the conference or what we heard doing our research, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document.

Related Research and Playlist
Corporate Headquarters

2884 Grand Helios Way

Henderson, NV 89052

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
April 28, 2025
Industry Whispers: Earth Day Technology Panel

Moderator: Dr. Doreen Galli, TBW Advisors

Doreen Galli

Chief of ResearchTBW Advisors LLC

Dr. Doreen Galli is the Chief of Research at TBW Advisors LLC. She’s led significant and measurable changes as an executive at IBM, DPWN, Dell, ATT, and most recently Microsoft. Dr Galli was Chief Technology and Chief Privacy Officer in Azure’s MCIGET. Gartner recognized Dr. Galli as an expert in data ingestion, quality, governance, integration, management, and all forms and analytics including sensor data.

Join us on Earth Day for an insightful panel featuring the CEOs of Enerdrape, Storj.io, DigitalBedrock.com, and GraphEnergyTech.com. This event will explore cutting-edge innovations in renewable energy, data storage, and digital preservation. Enerdrape will showcase their pioneering geothermal panels, while Storj.io will discuss decentralized cloud storage solutions. DigitalBedrock.com will highlight advancements in digital preservation, and GraphEnergyTech.com will present their latest in sustainable energy technologies. This panel is tailored for CIOs and CTOs and other technical executives seeking to drive sustainability and innovation within their technical organizations. Don’t miss this opportunity to gain valuable insights and network with industry leaders.

Research Code TBW2072

Margaux Peltier is an engineer and science entrepreneur with a MSc. in Civil Engineering from EPFL Lausanne. During her master thesis, she developed a strong interest in renewable geo-energy systems, recognizing the untapped potential of shallow geothermal energy and the need for innovation in this domain. She co-founded Enerdrape, where she serves as CEO, defining and overseeing the startup’s vision and strategy. Before founding Enerdrape, she worked as an engineer on several R&D projects related to BIPV-T and solar-power houses in Canada, and as an HVAC engineer in Geneva. Margaux also worked on various international projects as an engineering consultant in energy geostructures.

Colby is the Chief Executive Officer at Storj, a seasoned cloud tech executive leading growth initiatives to usher in a new era of cloud computing. Before Storj, he co-founded and served as CEO of CrowdStorage, the world’s largest distributed cloud storage platform, acquired by Storj. He scaled CrowdStorage to serve over 1,000 customers, including Western Digital and Vivint, and managed strategic partnerships for Vivint Smart Home, the leading smart home services provider in North America. Colby is a member of the Fast Company Impact Council and Forbes Technology Leadership Council.

Linda Tadic is the Founder/CEO of Digital Bedrock, a managed digital preservation service. With over 35 years of experience, she has held positions at HBO, the Media Archives and Peabody Awards Collection at the University of Georgia, ARTstor, and Pacific Film Archive. Linda consults and lectures on digital asset management, audiovisual and digital preservation, metadata, and the environmental impact of digital preservation. She received the 2021 SMPTE James A. Lindner Archival Technology Medal for her leadership, research, and work in digital asset management, audiovisual and digital preservation, copyright, metadata, and environmental impact. Linda has taught as an Adjunct Professor at UCLA’s Department of Information Studies and NYU’s Moving Image Archiving and Preservation program.

Thomas Baumeler is the CEO and founder of GraphEnergyTech, a startup pioneering highly conductive carbon-based (graphene) electrodes for renewable energy applications. He holds a PhD in chemistry from EPFL, where he conducted groundbreaking research on perovskite solar cells under Prof. Michael Graetzel at the Laboratory of Photonics and Interfaces, earning the 2023 EPFL Doctorate Award. Driven by a passion for sustainability, Thomas founded GraphEnergyTech to develop cost-effective, high-performance alternatives to metal electrodes, with applications in solar energy, energy storage, and printed electronics.

Subscribe to see more research summaries and conference videos.

Become a client

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking , The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.

April 22, 2025
Conference Whispers: Customer Connect Expo 2025
Las Vegas, NV April 16-April 17

Published to clients: April 22, 2025 ID: TBW2078

Published to readers: April 23, 2025

Analyst(s): Dr. Doreen Galli

Photojournalist(s): Dr. Doreen Galli

Abstract:

After over 200 minutes of recording, 6 flights of stairs, and over 30 factchecks, our coverage of the rebranded Customer Connect Expo 2025 or CCE25 closes. The event featured over 43 keynotes and seminars and over 200 vendors exhibiting. Keynotes included discussions on customer loyalty, employee satisfaction, data-driven personalization, and AI in customer experience. A seminar focused on enhancing call centers with AI agenst is also included. Exhibits ranged from technology supporting customer experience and call centers, data consolidation and customer 360, to entire platforms and BPO services.

The Conference
- The event featured over 43 keynotes and seminars and over 200 vendors exhibiting.
- Technologies covered include telephony, networking, SIP, call blocking, data, data management, data fabrics, customer 360, AI, LLMs, agentic AI, conversational AI, and bots.
Cautions
- Just because a solution ‘works’ doesn’t mean the product was designed with customer privacy in mind.
- Platforms that combine multiple functions can look like a quick win unless you already have installed components or desire to switch a specific function to a best in class. Ensure any ‘platforms’ leverage standards for any components. By adhering to standards, customers can avoid vendor lock into the platform and keep the door open for maximum architectural flexibility.
Conference Vibe

After over 200 minutes of filming, 6 flights of stairs, over 30 fact checks, our coverage of the rebranded event, Customer Connect Expo 2025, or CCE25, comes to a close. CCE25 opened with a grand ribbon cutting ceremony featuring the Global Voice of Customer Experience, Dennis Wakabayashi. TBW Advisors LLC’s clients and subscribers may recognize Dennis from last year’s AMA Industry Whispers event with Dennis. Admittedly, this event is one we always look forward to having covered it in 2023 and 2024 under its previous branding of CCCLV for Call & Contact Center Expo Las Vegas. The event features 4 stages hosting a total of 43 keynotes and seminars. The theaters for the speakers were mixed amongst over 200 exhibitors in expo hall. The keynotes and seminars were full coming in just under maximum capacity. The last two years, there were notable audio issues for the speakers. This year they had a dual audio set up with headphones and speakers. I only heard one major feedback sound the entire event. In fact, the sound worked so well that it kept the audience enthralled preventing them from walking around as much as in previous years. This led exhibitors to politely describe foot traffic as a “slow”. While the total booth traffic was light, the exhibitors did admit that the leads they obtained were rock solid with most easily covering the expenses. In other words, everyone was there was serious about conducting business with not much fluff. Food was also available within the expo hall itself.

While at CCE25, we conducted research for three additional forthcoming Whisper Reports for our clients. The playlists are unlisted but available and will eventually fill in with the video version of the report so you may wish to bookmark these playlists.
Readers and viewers wishing to experience the entire event are encouraged to view the Conference Whispers: CCE25 playlist in its entirety. Once the video edition is available, the playlist will be sited as a pinned comment on the video edition. It is also easy to locate any previous Conference Whispers playlists through TBW Advisors Website under Subscribers research/Conference Whispers.

Sessions

During our coverage at CCE25 we were able to catch 4 keynotes and one seminar. The first keynote we captured was by Pfizer’s Wayne Simmons. Wayne reminded all that customers want companies that are interested in partnering for life when possible. In many domains such as banking, it is very inconvenient and takes significant effort to switch companies. One a customer is lost – it is expensive to reacquire that customer if at all possible.

Ford’s Dr. Kalifa Oliver drove home the obvious but too often overlooked point. If an employee is miserable and being treated horrible, how do you think they will treat your customers? A company should not be worried about an employee being happy but rather ensuring they have the tools and support to do the job. The development of employee satisfaction tools tend to be behind customer satisfaction tools but they need not be separate tools. It’s simple, data shows a satisfied and empowered employee is more likely to provide a positive customer experience.

The second day keynotes kicked off with Macy’s Siva Kannan Ganesan on the power of data. Siva highlighted the importance of capturing customer data including every click. A customer experience must be engineered. The two-tower approach was recommended for one’s digital strategy the achieve the ultimate in personalization.

Ring Central’s John Finch was on the Keynote stage to talk about Agentic AI driving the next generation of customer experience. The presentation went beyond revealing the next generation of customer experience tools. Context for the value contributed by conversational AI, generative AI, bots as well as the power of agents and personalized assistants was also provided. Expanding on that agentic AI theme was a seminar on expanding your call center with AI agents. Mitrol’s Francisco Trojano shared their approach to improve contact center’s impact. This seminar included various success stories.

Solution components

The exhibits had a large variety of vendors including various components of solutions to create the ultimate customer experience. To the surprise of some, fax usage has risen 23%. Faxsipit shared their solution that won’t create a chain of mis transmissions and errors even for 1400-page documents! Perhaps, like many of the exhibitors, you are meeting and speaking with your prospects at a conference and don’t want to miss any of the potential leads. Claritiv shared their solution to capture and enable your ability to analyze these interactions. Need a method to see what the customer is experiencing first hand? With Blitz you can send a quick link that allows them to share their camera view without downloading a mobile application. Perhaps you interact between the physical and digital world and want a vendor that can help you? Put Unified Direct Solution on your radar who specialize in optimizing such a scenario including balancing needs based upon conditions. If you are short of staff and are thinking about outsourcing but not sure you want your customers to deal with outsourced agents, you might want to evaluate Kongusto. Now that you have all this staff, you’ll want them to feel like a team even if they are spread around the world. To that end, Nexgen virtual office shared their next generation of leveraging technology to create the ultimate in virtual office. Regardless of your technology, if you were seeking to market your solution, Greenstar Marketing was there with their services.

Data Centric, Platforms, and BPOs

There were exhibitors with products focused on bringing your data together and providing insights. Maprehend focused on the expertise of your very best employee and empowering all. Likewise, if you wanted to clone your best sales agent, Verse.ai focuses on the best message on the right channel to deliver results. Enthu.ai connects and consumes all your customer interactions with a side of automation to provide useful customer insights. Diabolocom leverages a proprietary AI solution that is trained exclusively on your data for your private model. Zaon’s approach is to start with the problem or use case and connects the subject matter experts to create solutions.

If you are seeking a contact soluton provider beyond the data and perhaps a solution that is actually a carrier, Nobelbiz is a telephony carrier and can assist if your calls are not getting connected correctly. Assembled is a support operations platform with three pillars. One pillar handles AI agents through all forms of contacts, second is vendor management offering including handling billing, and third workforce management to increase productivity. A platform for omni channel communications highly integrated with AI agents is available through Mitrol as described earlier in their seminar. If you are looking for a platform with a side of business process outsourcing (BPO), Etech harnesses the power of AI to drive your customer experience through calls, chats and all customer interactions. The three focus areas include contact center services, Quality and analytics and customer development. ValueLabs leverages its own generative AI platform built leveraging various LLMs. ValueLabs focuses on four areas: outsourced product development, quality engineering, data engineer and process automation. ProntoBPO offers shared services, rental stations, BPO as well as software development. ProntoBPO specializes in verticals such as Pest, Lawn and HVAC services.

Next Year’s Conference

CCE conference will unfortunately move to Atlanta, GA for 2026.

^*When vendors’ names are shared as examples in this document, it is to provide a concrete example of what was on display at the conference, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document. Other examples products in the same category may have also been on display.

©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.
April 22, 2025