Webinar: Data first, AI second. Why the wealth firms winning with AI start with their data infrastructure.
Most wealth firms aren't failing at AI. They're failing at the data beneath it - yet they keep pouring capital into deploying AI on top of it anyway.
With advisors seeing just ~30% of their clients' total wealth on average, the gap between AI ambition and compliant, evidence-based advice is growing.
Join Alvaro Morales, Chairman and co-founder of Flanks and former Head of Private Banking at Santander, and Joaquim de la Cruz, CEO and co-founder of Flanks, for a candid conversation on how forward-thinking firms are closing this gap - data infrastructure first, AI second.
In this session, you'll learn:
Why fragmented data - a long-standing challenge for advisory firms - is still the biggest barrier to AI, and why it has to be solved first
How leading wealth management firms are building a 360° wealth picture for clients and what that unlocks
Real-world case studies of firms putting data infrastructure first and the results they're seeing
What AI on unified wealth data actually looks like, including a demo of Flanks AI Financial Analyst
This webinar will be hosted by Nawaz Mucadam, Country Manager UK, Ireland and Middle East. It is exclusively for financial advisors and wealth management professionals working in banks, family offices, and advisory firms.