Why most sales tools skip the part that matters | Tom Gersic, founder of youex.ai
Lead generation is a commodity and closing tools are mature. The gap is everything in between, and it's where sales teams burn their most expensive people on spreadsheets. Tom Gersic spent twelve years inside Salesforce watching what that costs, then left to build youex.ai around it.

In this episode Tom and Melvine cover what twelve years of adoption work at Salesforce and OpenAI actually teaches you, why rolling out 20,000 seats of ChatGPT fails the same way 20,000 seats of Salesforce fail, and why the answer to the AI SDR debate is to make the SDR more valuable rather than extinct. We walk through the youex.ai workflow end to end, from capture to research to transparent scoring to intelligent routing, and dig into single-tenant deployment for regulated industries, the shifting role of the CIO, and how to build a roadmap when the models keep getting better.
youex.ai is an AI lead-to-revenue system that closes the gap between a new lead and a new opportunity. The site is youex.ai. Ask the chatbot for a meeting or a discount.

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Convergences is a podcast on AI, capital markets, and the people building at the intersection. Hosted by Melvine Manchau.
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The conversation covers the journey of Om Kundu as a technology founder, the concept and inspiration behind SaveAway, the impact of technology on the affordability crisis, the decision to focus on savings, the role of behavioral science in platform design, and the e-commerce aspects of SaveAway. It also explores the disruption caused by technology in various sectors. The conversation covers the consumer perspective on product reviews and the influence of digital neighbors. It also delves into the relationship with merchants and the concept of delayed gratification. The discussion then explores the impact of agent e-commerce and AI-driven commerce, followed by insights into the founder's journey and the future of SaveAway.

Takeaways

• Technology disruption
• Founder's journey Consumer Perspective
• Delayed Gratification

Chapters

• 00:00 E-commerce Aspects of SaveAway
• 33:26 Merchant Relationship and Delayed Gratification
• 42:09 Agent E-commerce and AI-driven Commerce

Today we are interviewing Ron Bezoza from Lancaster. Ron Bezoza spent over a decade at Goldman Sachs and Morgan Stanley running some of the largest managed solutions and advisory businesses in the industry. He had the pedigree, the platform, and the distribution. Then he walked away to co-found Lancaster Systematic — an AI-native fixed income firm with no outside funding and a bet that the entire bond market is about to be rebuilt from scratch.

In this episode, Ron joins Melvine Manchau to talk about what he saw from inside the wirehouses that others missed, why fixed income — not equities — is where AI-driven alpha is actually being captured right now, and what it takes to compete against firms managing $500B in credit with a startup nobody has heard of yet.

They get into the real mechanics: where AI adds edge in fixed income versus where it's just marketing, how execution works in a still-fragmented corporate credit market, and what Ron's pitch looks like to institutional allocators who've been burned by quant promises before.

This is a conversation about conviction, timing, and what systematic asset management actually looks like when it's being built by someone who already knows how the old model works — and why it's running out of road.

Topics covered:

• Why 2023 was the right moment to launch a systematic fixed income firm
• Where AI genuinely generates alpha in bond markets — and where it doesn't
• Distribution strategy: allocators, RIAs, sub-advisory, and model portfolios
• The hardest objection institutional buyers raise, and how that's evolved
• Where traditional active fixed income managers end up in five years
• What Lancaster looks like if the bet pays off by 2030