Ditch the Widgets: Building an AI-Ready RIA on Structured Workflows and Enterprise Data Models

What does it take for RIAs to scale in an AI-first world?

RIAs are under pressure to grow faster, integrate acquisitions, and deliver a consistently excellent client experience, but legacy “toolbox” CRMs and rigid systems were never designed for that reality. New expectations in an AI world are forcing growing RIAs to rethink their tech stacks and adopt purpose-built, workflow-driven platforms that can actually support scale, integration, and a modern client experience.

Join John O’Connell of The Oasis Group and Conor Curtis of Practifi for this insightful webinar where they unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms. They discuss how structured, consistent workflows create better data, how that data fuels an enterprise model that supports advanced AI use cases, and why widget-based integrations fall short in an AI-first world.

In this session, you’ll learn:

• How to evaluate generic, niche, and purpose-built CRMs—and why certain platforms better support fast-growing RIAs
• Why structured workflows are the real foundation for scale, consistency, and advisor enablement across teams and acquisitions
• How an enterprise data model turns everyday activities into clean, usable data that unlocks meaningful AI use cases
• The limitations of widget- and iframe-based integrations in an AI-first world, and what “true” data connectivity looks like