In this episode, Malcolm sits down with Jeremi Karnell of InvestNet to explore how the company is transforming six trillion dollars of “digital exhaust” into powerful decision-intelligence capabilities for financial advisors.
Jeremi explains how predictive models, knowledge graphs, and generative AI are reshaping advisor workflows, driving measurable revenue lift, and redefining what modern data products look like in financial services. This is a rare look at an AI success story in an industry where most POCs still fail, and a blueprint for any data leader seeking real ROI.
