Vick Patel

AI is only as powerful as the data platform behind it — and legacy architectures are holding financial services back. In this session, leaders from LPL Financial and Morgan Stanley share how they are transforming legacy data platforms into AI‑enabled foundations for enterprise innovation. The discussion highlights how modern data architectures unlock business value, improve operational efficiency, and accelerate advanced analytics and AI‑driven insights. Attendees will learn how Snowflake CoWork activates data as a strategic asset to deliver personalized client experiences and competitive advantage, along with practical lessons from real‑world transformation challenges.

How can AI be as transformative as electricity and enable organizations to derive greater business value from their data assets? Data-derived insights drive better business decisions. To capture the opportunity, financial services (FS) companies need a modernized legacy platform that makes innovative use of AI possible. The No. 1 challenge our clients face is generating powerful analytical insights quickly to enable more dynamic responses to market opportunities. Explore how to activate your most strategic asset — data — on a modernized platform that can employ AI to deliver better personalized products and services and drive operational excellence and competitiveness.