CDO Matters Podcast CDO Matters Ep. 90 | Decision Intelligence at Scale
Dec 8, 2025
Jeremi Karnell, Head of Data Solutions at InvestNet and former CEO of Trulytics, shares insights on transforming vast amounts of digital data into actionable decision intelligence for financial advisors. He discusses the pivot from traditional BI to decision intelligence, revealing how a massive insights engine generates 25 million actionable insights daily. Karnell delves into embedding data within product strategies for revenue growth, and explores the integration of generative AI in advisor workflows, offering a roadmap for achieving real ROI in fintech.
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Decision Intelligence Trumps Rearview BI
- InvestNet shifted from descriptive BI to decision intelligence to drive advisor decisions daily.
- Jeremi argues AI shines when it uses massive transactional 'digital exhaust' rather than episodic note-taking apps.
Surface Daily Next-Best Actions
- Build next-best-action experiences that surface daily priorities to advisors to increase active use.
- Jeremi says advisors who use these insights grow 30–35% faster than those who don't.
Measure ROI By Empowering Revenue Teams
- Tie AI and data product outcomes to clear revenue metrics by empowering sales and advisors.
- Malcolm recommends showing before-and-after results to prove ROI for data investments.