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InvestmentNews: Why data, not AI, is the foundation for the next stage in wealth tech

September 29, 2025
1 MIN READ 1 MIN READ

Chris Edwards, Director of Solutions, and Jeff Benfield, Head of Advisor Solutions, explore why standardized data and workflows are essential for advisors to fully leverage the power of artificial intelligence (AI) tools.

“Data is going to be extremely important to the success of the long-term vision of AI, even if there’s short-term value that’s being felt today. Those that get the data infrastructure and the data models correct will have much more value in the future when it comes to the utilization of AI.”

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