Chief Product Officer
VastAdvisor
Jeremi Karnell is Chief Product Officer at VastAdvisor, the AI-powered organic growth OS for wealth management firms, where he leads product strategy, platform architecture, and the development of VastAdvisor IQ — the platform’s core intelligence layer. He has spent his career at the intersection of financial services, decision intelligence, and applied AI. Jeremi co-founded and served as CEO of Truelytics, the advisor intelligence platform acquired by Envestnet in 2022. At Envestnet, he served as Head of Data and Analytics, building the firm’s decision intelligence practice and launching enterprise AI products — including Generative Business Intelligence and Insights AI — that turned advisor data into actionable opportunities across thousands of workflows. At VastAdvisor, he’s focused on the industry’s most neglected problem: wealth management has spent decades building infrastructure to manage assets, and almost none to grow them.
AI’s potential in wealth management is only as strong as the data that fuels it. Many firms are eager to implement AI tools for planning, prospecting, and operational efficiencies—but without clean, structured, accessible data, these initiatives can stall before they start.
In this session, we’ll explore how to assess whether your firm’s data is AI ready, identify the steps necessary to prepare your data infrastructure, and outline best practices for ongoing data management to support AI-driven growth. We’ll discuss common challenges wealth management firms face, including data silos across CRMs, custodians, and planning systems, and how to resolve them to enable AI tools to deliver meaningful insights and automation.
Whether you’re just beginning to explore AI or seeking to maximize your existing AI solutions, this session will help you build a strong data foundation to fuel innovation and scalable growth in your firm.