Jeremi Karnell

Head of Data Solutions at InvestNet and founder/CEO of Trulytics prior to acquisition, focused on turning large-scale wealth-management digital exhaust into decision-intelligence products using predictive models, knowledge graphs, and generative AI.

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Dec 8, 2025 • 39min

CDO Matters Ep. 90 | Decision Intelligence at Scale

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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