3. Data’s following form. What does your data structure look like? What is going to be included? How will you combine optimal data gathering, validation, and ongoing management of internal data? How will you incorporate 3rd party data into the structure? Do you keep a separate/external data lake or leverage a 3rd party like Salesforce and/or Snowflake for data repository or management needs? What does this enable your firm to see better, manage, and track? How does that compare to today?

4.  Your legal and compliance team has given the green light to use AI in any capacity, including having access to PII. What three projects would you start immediately upon hearing this news? Include a high-level vision and benefit statements; what safeguards would you implement?