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.
Best podcasts with Jeremi Karnell
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Jan 22, 2026 • 0sec
Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
Jeremi Karnell, Head of Envestnet Data Solutions, leads large-scale wealth data aggregation and decision intelligence. He discusses turning digital exhaust into daily, workflow-embedded insights. He contrasts decision intelligence with flashy AI, explains knowledge graphs and propensity models, and describes measurable lift from data-driven programs and agentic AI workflows.
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.
