CEO
Verlo
Brent Pretty is the CEO and founder of Verlo, the AI operating system for wealth management. Previously, he led AI innovation at Nasdaq Verafin, applying artificial intelligence to combat financial crimes including fraud and money laundering. He is passionate about pushing the boundaries of what’s possible with AI and bringing cutting-edge technology to industries that have traditionally been underserved by it, including wealth management.
Most AI roll-outs fail before they even begin for one reason: no one’s data is ready for it.
Duplicate client records, inconsistent information across custodians and CRMs, outdated risk profiles and incomplete KYC data can quickly undermine an AI deployment – producing inaccurate outputs, creating compliance risk and forcing teams to spend more time checking the technology than benefiting from it.
This session will examine the data problems that can derail AI initiatives, what happens when firms get it wrong and how to build a stronger foundation for what comes next. Attendees will leave with practical steps for cleaning, securing and maintaining their data – and preparing their firms for a more AI-driven future.