480. The $200 Billion Bet: Why Agentic AI Is Expanding Tech Services, Not Killing It
From Transform NOW by SSNC Blue Prism
May 5, 2026 · 41 min
About this episode
Brad Hairston interviews Vikash Jain about how agentic AI is expanding the tech services market and the challenges enterprises face in adopting it.
In this episode, Brad Hairston talks with Vikash Jain, Managing Director and Senior Partner at Boston Consulting Group, who explains how agentic AI is expanding — not shrinking — the tech services market, while unpacking the gaps in productivity expectations, enterprise readiness, and commercial models that will define who wins and who gets left behind. . What we talked with Vikash about: * Agentic AI as a growth catalyst for tech services, not a compression force * The wide distance between AI optimism at the C-suite and actual organizational adoption capacity * Enterprises expecting 30–40% gains; service providers only willing to commit 6–15% * Structural and contractual obstacles preventing true value/risk-sharing models * Top-down AI urgency driven by CEOs and boards, outpacing middle-management engagement * BFSI as the front-runner in agentic adoption, particularly in customer-facing and GRC applications * Pure-play ops-heavy service providers with limited agility as the most vulnerable cohort * Data, security, and AI-enabling infrastructure as the "shovels and picks" opportunity of this era . BCG article discussed in this episode…
People in this episode
Host: Brad Hairston
Guest: Vikash Jain
Topics covered
- Agentic AI
- Tech services market
- Productivity expectations
- Enterprise readiness
- Commercial models
- AI adoption
- Data security
Keywords
- Agentic AI
- tech services
- productivity
- enterprise readiness
- commercial models
- AI adoption
- BFSI
- data security
- GRC applications
Mentioned in this episode
Organizations: Boston Consulting Group, SS&C Blue Prism, BCG, BFSI
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