The Data Layer Nobody Talks About: The Plumbing Under Your Tech Stack
For operations leaders dealing with disconnected systems, the session focuses on diagnosing where the data layer is failing and how firms have approached cleaner architecture. It is aimed at those who know something is broken but are not sure where.
Summary
By the wealth tech & ai deskThis session covers why AI tools depend on accessible data across a firm's CRM, custodian and planning software, and what clean data architecture looks like at firms that have addressed the problem. It also promises a realistic path for firms that suspect their data plumbing is broken without replacing every system.
- AI is only as good as the data it can reach.
- If CRM, custodian and planning software do not talk to each other, AI tools are working blind.
- The session is for ops leaders who know something is broken but are not sure where.
- It covers clean data architecture at firms that got it right and a path that avoids ripping everything out.
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