AI is moving fast through financial advice, but the firms getting the most from it aren’t necessarily the ones with the most sophisticated tools. They’re the ones with the cleanest data.
In this article by Luke Miles, Head of Development at Sprint Enterprise Technology, he makes the case for getting data in order before going further down the AI path. He looks at where advisory businesses most commonly come unstuck with data quality, and why feeding poor data into AI systems doesn’t just limit results, it can actively increase risk.
Luke also walks through a 12-point checklist covering data structure, governance, auditability and regulatory compliance – giving firms a practical way to measure whether their data is actually ready for what comes next.
If AI is on your roadmap, this is the right place to start.
Read the full article: Professional Adviser
