Last week at Unbundling Uncovered, the vision for AI and research was bold, but so were the reminders of what’s holding firms back. Legacy systems, fragmented data, and internal friction make it hard to move forward. Clean, accessible data is just the start. We need integrated systems, smart classification, and segmentation that supports real decisions. The future is AI—but the foundation has to come first. #research #AI #fintech

Before analytics can drive impact, sell-side firms need the right data foundation. That means consistent client records, full engagement tracking, centralized storage, smart research tagging, and clear client segmentation. Without these basics, even the best tools fall short. Strong foundations turn content into commercial results—and make monetization strategies scalable.