Fix the Foundation Before You Automate | Jennifer Maruca, PVG
It is framed as a practical warning for firms weighing AI spend: the discussion puts the platform and workflow foundation ahead of automation. Useful context for advisors and operations leads deciding where to sequence technology investment.
Summary
By the wealth tech & ai deskJennifer Maruca, founder of Platform Value Group and a senior consultant at Ezra Group, joins Craig Iskowitz on WealthTech Today to discuss AI readiness at wealth management firms. The conversation centres on the argument that firms fail at AI readiness when they try to automate a broken technology stack, and that a "platform value gap" has to close before AI can compound. Maruca also makes the case that AI amplifies messy workflows rather than fixing them.
- AI readiness fails when firms automate a broken stack, according to the episode's framing
- The platform value gap has to close before AI can compound
- Maruca argues AI amplifies messy workflows instead of fixing them
- The discussion focuses on foundation work that precedes automation
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