{"id":16083,"date":"2026-08-05T20:42:21","date_gmt":"2026-08-05T20:42:21","guid":{"rendered":"https:\/\/communify.com\/blog\/leon-saunders-calvert-data-ready-for-agentic-ai\/"},"modified":"2026-08-05T20:47:07","modified_gmt":"2026-08-05T20:47:07","slug":"leon-saunders-calvert-data-ready-for-agentic-ai","status":"publish","type":"post","link":"https:\/\/communify.com\/en-gb\/blog\/leon-saunders-calvert-data-ready-for-agentic-ai\/","title":{"rendered":"How Financial Firms Make Their Data Ready for Agentic AI\u00a0"},"content":{"rendered":"\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/RsnjyLMZWHs?si=Aearr-k6gKiGxdQx\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">The firms that lead the Intelligence Era\u00a0won&#8217;t\u00a0be those\u00a0with the most AI.\u00a0They&#8217;ll\u00a0be the ones whose data is truly ready for AI.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every firm building for investors and investment professionals is now running the same experiment: fold AI into the platform, and hope the output holds up. But that experiment has a breaking point: the more a platform lets AI\u00a0decide,\u00a0the less room there is for an answer that merely sounds right. Run enough decisions through an AI layer, and even a small margin of ungrounded output compounds into a major issue.\u00a0For firms\u00a0allocating\u00a0capital or serving investors and investment professionals, an AI-generated answer that\u00a0can&#8217;t\u00a0be traced back to source is a real liability.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Returning to the&nbsp;Communify&nbsp;Intelligence Experience and speaking with&nbsp;Finextra&nbsp;TV, Leon Saunders-Calvert, President and Managing Director at Economist Enterprise, was direct about why traceability is what matters most right now. And as more firms plug their data into agentic AI, the standard for what counts as decision-ready keeps tightening.&nbsp;Here&#8217;s what meeting that standard actually looks like.&nbsp;<\/p>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-a8058c1df700d5f34709aa32bc72c46a\">How to Get Your\u00a0Financial Data Ready for Agentic AI\u00a0<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Saunders-Calvert has spent the past year watching AI move from an experimental phase to something firms now build their platforms around, driven in large part by how quickly large language models have grown more capable.&nbsp;And he&#8217;s clear on what has to be true before firms can trust AI with real decisions.&nbsp;Here&#8217;s&nbsp;what that looks like in practice.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Audit and verify your data:<\/strong>\u00a0Saunders-Calvert is clear that this has become non-negotiable. Firms need data that&#8217;s trusted and\u00a0accurate, and clarity on where they need deterministic, decision-ready output rather than something that risks guessing \u2013 and hallucinating \u2013 along the way.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Start with one governed use case, not several at once:<\/strong>\u00a0Firms that try to stand up multiple agentic AI use cases simultaneously\u00a0are more likely to\u00a0stall, because each one needs its own data governance and traceability work, and splitting that effort across several unproven workflows means none of them gets enough rigor to actually be trusted. The ones that move fastest usually start with a single high-value workflow \u2013 something like client reporting or portfolio insights \u2013 get the traceability right\u00a0away, and\u00a0expand from\u00a0there.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Make traceability a procurement requirement:\u00a0<\/strong>The bar for trustworthy AI that Saunders-Calvert lays out \u2013 deterministic and decision-ready, not just plausible-sounding \u2013\u00a0doesn&#8217;t\u00a0change just because the AI came from outside your firm. Before you bring in any platform, know whether its outputs can be audited back to a specific, governed source.\u00a0Communify\u00a0holds itself to that same bar through a single, governed Knowledge Base\u00a0every\u00a0output can be traced back to.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Unify your data before you scale AI on top of it:<\/strong>\u00a0That means one source of truth instead of duplicate records across systems, consistent formats instead of every team storing things its own way and a single place AI can pull from instead of stitching answers together from five different databases.\u00a0Communify&#8217;s\u00a0Proof of Dimension (P.O.D.\u2122) framework is built to work with data in that state \u2013 already unified, so the strategic use case has something solid to stand on.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-049126d00da01a9a4b5559fde9d42e49\">Communify: The Infrastructure That Powers Trusted AI\u00a0<\/h4>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">None of this works as a bolt-on.&nbsp;Communify&#8217;s&nbsp;platform and Component Tech\u2122 sit on a single, verified foundation \u2013 exactly what Saunders-Calvert says&nbsp;has to&nbsp;be true before AI output can support sound decision-making. That foundation is already doing the work:&nbsp;Communify&nbsp;delivers 9.2 million AI insights a day, each one&nbsp;able to be audited.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>MIND\u2122 AI and the Proof of Dimension (P.O.D.\u2122) Framework<\/strong>\u00a0\u2013 applies AI on top of a single, unified Knowledge Base, so every output stays traceable to a verified source instead of an unverifiable guess.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ClientScore\u2122<\/strong>\u00a0\u2013 turns unified client data into needs-based segmentation, so firms can prioritize which\u00a0investors\u00a0and investment professionals need attention first, using data rather than instinct.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Intelligent Dialogues\u2122<\/strong>\u00a0\u2013 makes\u00a0personalization\u00a0repeatable at scale, without a manual process behind every interaction.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Signals and Stories<\/strong>\u00a0\u2013 convert raw data into a specific next best action for a user or a team, rather than a dashboard someone still\u00a0has to\u00a0interpret.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-black-color has-text-color has-link-color wp-elements-0beb9dff860fdee4435be034fb75bbea\">Get Your Data Ready and Lead with Agentic AI\u00a0<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">The choice in front of firms right now\u00a0isn&#8217;t\u00a0whether to adopt agentic AI.\u00a0It&#8217;s\u00a0whether the data underneath it is unified, verified and governed enough to support the decisions firms\u00a0actually need\u00a0to make. Leon Saunders-Calvert&#8217;s framework for that is straightforward: be deliberate about the partners you work with, the data you commit to a use case and where you genuinely need a deterministic, decision-ready answer rather than one that merely sounds right.\u00a0Communify\u00a0exists to close that gap \u2013 unifying the data, applying MIND\u2122 AI with P.O.D.\u2122 verification and putting the result in front of investors and investment professionals as a next best action, not a risk.\u00a0\u00a0<br>\u00a0<br>To see how\u00a0we can\u00a0help your firm make agentic AI a verified asset and a dependable part of your decision-making, <a style=\"color: #2B8CEA; text-decoration: underline;\" href=\"https:\/\/communify.com\/en-gb\/get-a-demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">book a demo with Communify<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The firms that lead the Intelligence Era\u00a0won&#8217;t\u00a0be those\u00a0with the most AI.\u00a0They&#8217;ll\u00a0be the ones whose data is truly ready for AI.\u00a0 Every firm building for investors and investment professionals is now running the same experiment: fold AI into the platform, and hope the output holds up. But that experiment has a breaking point: the more a<a class=\"excerpt-read-more\" href=\"https:\/\/communify.com\/en-gb\/blog\/leon-saunders-calvert-data-ready-for-agentic-ai\/\" title=\"ReadHow Financial Firms Make Their Data Ready for Agentic AI\u00a0\">&#8230; Read more &raquo;<\/a><\/p>\n","protected":false},"author":2,"featured_media":16085,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[103,93,99],"tags":[96,97,102,101,98],"custom_taxonomy-core_topic":[23],"custom_taxonomy-product":[25,12],"class_list":["post-16083","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-news-and-media","category-video","tag-expert-insights","tag-industry-leader","tag-intelligence-era","tag-knowledge-bases","tag-wealth-management","custom_taxonomy-core_topic-communify-experience","custom_taxonomy-product-knowledge-bases","custom_taxonomy-product-mind-ai"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - 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