Agentic AI Strategy & Implementation
Beyond the Arc helps organizations move from AI curiosity to practical business impact with Agentic AI Strategy & Implementation services. We help teams identify high-value use cases, test what works, and build a clear path toward scalable AI adoption.
25+ YEARS EXPERIENCE IN AI/ML ANALYTICS FOR
TECH, FINANCIAL SERVICES, UTILITIES & MORE
TECH, FINANCIAL SERVICES, UTILITIES & MORE
Practical ways to use AI
Select AI Clients
BAI (Bank Administration Institute, recently renamed ProSight): A nonprofit organization offering training, research, and insights for financial services professionals.
Bankpoint: A cloud-based lending and relationship management platform designed for banks and commercial lenders.
Echo Global Logistics: A logistics and supply chain company using data and analytics to support transportation management and operational efficiency.
eGain: A provider of AI-powered customer engagement solutions used by financial institutions and contact centers.
Emprise Bank: A regional bank providing commercial and consumer banking services, with a focus on data-driven decision-making in a regulated environment.
EPRI (Electric Power Research Institute): A research organization focused on the energy sector, applying data, analytics, and emerging technologies to industry challenges.
Finovate: A leading fintech conference brand where banks, credit unions, fintechs, and investors come to see innovation in action. As AI becomes a defining theme across fintech, the Finovate platform is increasingly focused on topics like agentic AI, embedded finance, digital banking, payments, fraud, and regulation.
IBM: A global technology company offering enterprise solutions in data, analytics, cloud, and artificial intelligence.
Johnson Controls: An industrial company delivering building technologies and solutions, supported by data and analytics across complex systems
Lamps Plus: A retail company specializing in lighting and home décor, using data and analytics to support customer experience and operations.
Machine Learning Week: A conference organizer focused on practical machine learning, predictive analytics, and generative AI. With roots in Predictive Analytics World, it serves cross-industry audiences, including financial services and manufacturing, with vendor-neutral content centered on AI deployment, validation, and business value.
OneBlood: A nonprofit blood center supporting hospitals and healthcare providers through blood collection, distribution, and data-driven operations.
TriLeaf: An environmental consulting firm providing regulatory compliance, site assessment, and engineering services across complex operational environments.
Wells Fargo: Supports fintechs and startups with open banking APIs, specialized tech banking, and financing.
Explore What AI Could Do for Your Business
Book a complimentary 15-minute session with Beyond the Arc to discuss where AI could help your team.
Together we’ll explore:
- 1
Which AI use cases are worth pursuing – Where AI could improve workflows, decisions, or customer experiences.
- 2
Whether your data is ready – What information, documents, or systems would be needed.
- 3
What a proof of concept could look like – How to test one idea quickly and practically.
- 4
What risks to consider – Where governance, compliance, privacy, or adoption may need attention.
- 5
How to move forward – A clear next step for prioritizing and planning.
Our experience guides you from AI strategy to implementation
Steven J. Ramirez
Steven is a senior advisor and strategist who has worked with leading banks, fintech companies, and banking associations for over 10 years. He helps organizations turn AI initiatives into working solutions by connecting strategy, data, customer experience, and organizational adoption. He is a frequent speaker on AI, machine learning, and enterprise adoption of AI.
Martin Musiol
Martin, the founder of Generativeai.net, brings a wealth of experience in educating, consulting, and implementing Generative AI solutions. Before generative AI became a mainstream topic, Martin Musiol already highlighted its potential in 2016. Since then, he’s been a prominent voice on the technology’s evolution, applications, and ethical questions, regularly speaking at conferences, podcasts, and panel discussions.
ai opportunity readiness
Before you build, figure out what’s worth testing
Not every AI idea should go into development. Some are ready to test because the business need is clear and the data is available. Others need more definition, planning, or agreement from the people who will use the solution.
Beyond the Arc helps teams evaluate AI opportunities before investing in a build. We look at business value, workflow fit, data readiness, risk, and implementation effort so you can focus on the ideas most likely to produce measurable results.
Watch: Why an AI roadmap?
Here’s a mini assessment:
See how an AI roadmap helps you choose the right idea to test first.
AI Podcasts, Media Interviews, and Videos
| Podcast, Media Interviews, & Videos | Episode / Topic | Description |
|---|---|---|
| Bankadelic: The colorful side of finance | LIVE FROM MONEY 20/20 EPISODE 10: MEETING AI’S HOPE AND HYPE WITH IA (INNOVATION ACUITY) | A live discussion from Money20/20 featuring Beyond the Arc CEO Steven Ramirez on separating AI hype from practical application. The discussion focused on applying AI within compliance constraints and operational realities. |
| BIGCast Podcast | AI Everywhere All at Once | A conversation examining the expansion of AI and how organizations can prioritize use cases and move toward focused implementation. |
| bobsguide | How Beyond the Arc, Inc. is Helping Financial Institutions Execute AI-Driven Innovation | A feature on how Beyond the Arc helps financial institutions move from AI experimentation to execution, with a focus on practical application and business outcomes. |
| Finovate | The ABCs of Digital Transformation: A is for Artificial Intelligence | A Finovate feature focused on the role of artificial intelligence in digital transformation. |
| Revolutionizing customer experience with AI and embedded finance | A discussion on how AI and embedded finance are shaping customer experience through more personalized and responsive interactions. | |
| The Streams of FinovateSpring: AI, Banking, CX, Payments, and Lending | A Finovate feature outlining key themes including AI and customer experience. The discussion highlights how financial institutions are applying AI to improve engagement and modernize operations. | |
| FintechTalk | The Artificial General Intelligence (AGI) Horizon | A FintechTalk podcast episode focused on artificial general intelligence (AGI). |
| PRNewswire / PRWeb | Media Advisory: 2023 Trends in CX, Fintech, and AI | A media advisory outlining trends in AI, fintech, and customer experience, with a focus on digital transformation and evolving expectations. |
| SouthState Bank | Recapping Money 20/20 with Steven Ramirez | A podcast discussion covering key themes from Money20/20, including AI, fraud, and emerging technologies, and how they are shaping strategy and operations in financial services. |
| The BIGCast | Have Your Bot Call My Bot | This is a page for enterprises whose bots can’t just call each other and hope for the best. They need AI that works inside compliance boundaries, across messy legacy environments, and under real business pressure. That’s where Beyond the Arc is strongest: helping regulated organizations find the right use case, pilot fast, and scale responsibly. |
| UC Berkeley | Data Science & Strategy Lecture Series | A lecture series hosted by UC Berkeley focused on data science and strategy. |
| Videos | AI customer service | A discussion of how AI enables scalable personalization in customer experience using chatbots and machine learning. |
| Content marketing for AI solutions | A look at how AI companies can support marketing through content such as infographics, articles, and whitepapers. | |
| Machine learning for manufacturing and industrial companies | An overview of how machine learning supports predictive maintenance, downtime reduction, and service improvement. | |
| Machine Learning for Utilities | An overview of how machine learning supports predictive maintenance and prioritization in utility operations. | |
| Natural Language Processing (NLP) Explainer Video | An introduction to NLP and how it helps analyze text-heavy data for insights and patterns. | |
| Reduce attrition with AI and machine learning | A look at how AI and machine learning can predict churn and identify drivers of customer attrition. | |
| Where should you invest your AI dollars? | An overview of AI investment priorities, including NLP, open source, cloud-native capabilities, and talent. |
EPRI: AI Agents for Regulatory Submissions
Electric Power Research Institute (EPRI), a global energy research and development organization, exploring practical AI applications to support knowledge transfer and regulatory document development.
EPRI wanted to explore how AI could automate parts of the regulatory document development workflow without sacrificing rigor or traceability. Preparing new submissions required engineers to search across decades of public regulatory materials, identify relevant precedents, extract supporting language, and translate that research into draft content. The work was time-intensive, hard to scale, and heavily dependent on institutional knowledge held by senior experts. As experienced engineers retired, EPRI saw a growing need to design a proof of concept, make this expertise easier to access, and streamline document development for newer staff working under deadline pressure.
Beyond the Arc developed a user-centered, AI-assisted proof of concept that acts as an agentic workflow assistant for regulatory document development. The web-based tool helps engineers complete key steps in the process by locating relevant historical materials, surfacing precedents, synthesizing supporting information, and generating draft language grounded in selected source documents. It supports three pathways: AI-assisted topic search, generative drafting, and guided filter-based discovery. And, users have access to deep links to original documents so they can validate sources and maintain traceability throughout the workflow.
Created an approach for turning more than two decades of public regulatory filings into an AI-ready knowledge resource that engineers can access in just a few clicks. The proof of concept enables faster precedent research, draft text generation in seconds, and more efficient knowledge transfer to the next generation of engineers. The PDF describes this as an active proof of concept, so it does not provide production rollout metrics or business performance results yet.
TriLeaf: Building an AI Roadmap for Practical Business Value
TriLeaf partnered with Beyond the Arc to assess AI opportunities and define a practical roadmap for adoption.
TriLeaf wanted to move beyond AI hype and identify the use cases most likely to improve operational efficiency, strengthen compliance, and create competitive advantage. The team also needed a clear path for building organizational experience with AI while managing risk.
Beyond the Arc led stakeholder discovery and evaluated TriLeaf’s business processes, strategic priorities, and readiness for AI adoption. We identified and prioritized tailored use cases, including an AI-powered automation concept that could leverage executive support, documented workflows, and TriLeaf’s extensive historical report library to reduce time-intensive work and improve competitiveness.
The engagement gave TriLeaf a practical, prioritized path to AI adoption, translating initial interest into a strategy grounded in business outcomes, feasibility, governance, and execution readiness. It positioned the organization not only to launch near-term proof of concepts, but also to advance a longer-term AI vision aligned to growth and operational excellence.
Healthcare Organization: AI-Driven Document Retrieval for Regulated Workflows
A regulated healthcare organization managing time-sensitive clinical materials wanted to explore how AI could improve access to standard operating procedures, policies, controlled documents, donor information, and patient needs. Because these materials expire and require careful matching, employees need timely, accurate information to support compliant decisions around collection, inventory, distribution, donor eligibility, and recipient compatibility.
The organization had a large volume of regulated PDFs and scanned documents that employees needed to retrieve, review, and analyze quickly to support time-sensitive decisions. Manual search was slow and created friction in workflows where accuracy, speed, traceability, and compliance are critical. The company wanted to understand how AI could help users find relevant documents faster, extract useful information, and maintain a clear connection back to approved source materials.
Beyond the Arc was also asked to develop an AI requirements document and project plan to support transition planning and help the organization determine whether to continue the initiative in the future.
Beyond the Arc developed a quick proof of concept to demonstrate that AI-driven document retrieval could work in a regulated healthcare setting. Using a small set of documents with patient information removed, the POC showed how AI could quickly and accurately retrieve and analyze relevant content while protecting sensitive data.
Beyond the Arc also created AI requirements, a project plan, and a phased roadmap for expanding the solution. Future phases outlined how AI agents could support document-based workflows, guide employees through procedures, connect to internal systems, and automate repeatable tasks with appropriate oversight.
Based on the first phase, Beyond the Arc estimated potential savings of up to $71,000 annually, primarily from reducing the time employees spend searching for documents.
Generative AI creates content, such as text, summaries, or code. Agentic AI helps complete tasks across a workflow. Beyond the Arc helps organizations use agentic AI to gather information, follow steps, draft outputs, and support human review in business processes where accuracy and oversight matter.
Agentic AI is best suited for repeatable, time-consuming, or document-heavy work. Beyond the Arc helps teams apply agentic AI to workflow automation, knowledge retrieval, document intelligence, regulatory support, compliance review, customer operations, and internal reporting.
No. Beyond the Arc helps organizations clarify where AI can create value, even when the use case is still emerging. We also assess data readiness by looking at what information is available, where it lives, how reliable it is, and whether it can support a useful proof of concept or pilot.
A strong proof of concept starts with a focused business problem, relevant data or documents, and a clear way to measure results. Beyond the Arc helps define the use case, assess feasibility, design the pilot, and address governance, compliance, and adoption needs before broader implementation.
