Neil Patel
SS&C Technologies Inc., SVP Strategic Development
Knoxville, Tennessee, United States
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My role as Senior Vice President of Strategic Development revolves around spearheading initiatives that leverage automation to enhance operational efficiency and strategic growth. My competencies in Microsoft Power Automate and Azure Logic Apps play a critical role in devising innovative solutions that streamline processes and improve workflows.
With a robust background in technology leadership, including a tenure as VP of Technology, I have consistently prioritized the integration of advanced software systems to foster environments of efficiency and compliance. My approach is deeply rooted in a philosophy of servant leadership, aiming to empower teams and drive value creation through cutting-edge technological advancements.
Area of Expertise
Emotional Intellegence in a world of AI
To empower AI developers — especially those working with Copilot — to integrate emotional intelligence (EQ) into user experience design, interaction models, and communication frameworks.
Why It Matters to You:
- Modern users expect emotionally aware tools: ones that adapt to their tone, intent, and context.
- Emotional intelligence isn't just a human trait—it's a framework for building emotionally intelligent UX, inclusive communication patterns, and trustworthy interactions.
- Developers who master EQ principles craft experiences that reduce friction, build loyalty, and expand accessibility.
Key Takeaways for Developers:
- Human + AI Symbiosis: Copilot isn’t just a productivity tool — it’s an emotional extension of the user. Learn how to tune responses for empathy, tone, and psychological safety.
- Sentiment-Aware Features: Explore how EQ can guide model behavior—tone tuning, feedback phrasing, motivational nudges—without compromising performance.
- Ethical Design Practices: Bake empathy into your development cycle. Who’s excluded from your tool? How does your UI make users feel?
- Tooling for Empathy: Build Copilot integrations and prompts that respond not just accurately, but compassionately.
- Inclusive Communication by Design: Elevate diversity by embedding emotionally inclusive phrasing, adaptive feedback styles, and proactive empathy into Copilot extensions and plugin architecture.
Maximizing what you have with your M365 subscription
Round table discussion what do companies get with their Microsoft 365 subscription to help translate from vision into strategy into a fully deployed solution to
Prompt Like You Mean It: From AI Tourist to AI Operator
AI won't make you an expert in something you don't understand but in skilled hands, it's the sharpest tool you've ever had. Learn PRECISE and TRUST: two frameworks for building prompts that work and verifying output you can ship.
Turn Talk into CRM Data: A Copilot Agent for configurable mapping from Teams to CRM
Organizations capture their most valuable insights during meetings—requirements, customer needs, issues, decisions, and next steps. Yet much of this information stays buried in transcripts or gets manually re‑entered into Dynamics 365, leading to inconsistent data, missed follow‑ups, and lost context. In this session, we’ll show you how to build a flexible, repeatable pipeline that transforms unstructured meeting transcripts into structured Dynamics 365 records using tools you already have: Microsoft Teams Premium, Dynamics 365, Power Automate, and Copilot Studio—all without requiring Copilot for Sales.
You’ll learn how Teams Premium generates rich meeting transcripts and AI‑powered recap data, and how Copilot Studio can act as a custom “Transcript Mapping Copilot” that extracts key information using prompt‑based logic. We’ll demonstrate how Power Automate applies your mapping rules and writes the results into any Dynamics 365 table—Opportunities, Cases, Contacts, custom entities, and more. The result is a practical, license‑efficient solution that empowers functional SMEs to automate data capture, reduce manual entry, and improve CRM accuracy.
By the end of the session, you’ll walk away with a clear blueprint, reusable patterns, and a starter architecture you can implement
immediately—turning every meeting into actionable, structured data inside Dynamics 365.
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Neil Patel
SS&C Technologies Inc., SVP Strategic Development
Knoxville, Tennessee, United States
Actions
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