The video discusses leveraging data to power AI solutions in various aspects of wealth management, lead by Oleg Tishkevitch, CEO of Invent.

The conversation starts with Nick highlighting the data challenges faced by Cambridge Investment Research over four years, including dealing with diverse business models, multi-custodian experiences, and complex data sources.

Nick elaborates on the solution provided by Invent, which helped create a consistent data lake, improve data governance, and integrate third-party products smoothly. The importance of AI in addressing data inconsistencies and enhancing data governance is emphasised, showcasing how AI can automatically detect issues and ensure data integrity.

The discussion also covers the stages of data analytics from descriptive to prescriptive, and how an efficient data platform can significantly benefit wealth management firms. The focus is on creating a centralized, scalable, and secure data management system that enables firms to stay updated with evolving technologies while maintaining efficient workflows and data governance.

Watch parts of the session here: