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Fix the Foundation Before You Automate | Jennifer Maruca, PVG

WealthTech Today

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Fix the Foundation Before You Automate | Jennifer Maruca, PVG

3 просмотра · 8 ч назад
WealthTech Today
154 подписчика
3 просмотра · 8 ч назад
AI readiness fails when firms automate a broken stack. Jennifer Maruca explains why the platform value gap has to close before AI can compound. Full episode & show notes: https://wealthtechtoday.com/2026/09/1... In this WealthTech Today conversation, Jennifer Maruca (Founder, Platform Value Group; senior consultant, Ezra Group) talks with Craig Iskowitz about AI readiness, the platform value gap, foundation work before automation, and why AI amplifies messy workflows instead of fixing them. Chapters 00:00 Intro Guest Jennifer Maruca — Founder, Platform Value Group; Senior Consultant, Ezra Group Listen / read Episode 363 on WealthTech Today #WealthTech #RIA #FinTech #AIReadiness #WealthTechToday