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Thought Leadership

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Explore our complete collection of thought leadership articles, research, and industry analysis.

Beyond the Data Warehouse - Investment Managers
Investment Management

Beyond the Data Warehouse: How Investment Managers Use Databases Together

From research overload to explainable investment decisions with a modern, hybrid data stack combining relational, graph, and vector databases.

TY
Terry Yodaiken
15 min read
Nov 19, 2025
Hybrid Database Architecture for Wealth Management
Data Architecture

Relational, Graph, and Vector Databases: A Playbook for Wealth Managers

How independent wealth managers can build institutional-grade intelligence with leaner, smarter systems using three complementary database types.

TY
Terry Yodaiken
10 min read
Oct 27, 2025
How Investment Managers Can Leverage GenAI to Drive Commercial Advantage
Investment Management

How Investment Managers Can Leverage GenAI to Drive Commercial Advantage

From my work with COOs in firms overseeing more than £2 trillion in assets, I see a widening gulf. The leaders treat AI like infrastructure.

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Terry Yodaiken
4 min read
Sep 23, 2025
The AI Governance Reality Check
AI Governance

The AI Governance Reality Check

Why financial services is getting AI governance wrong and what it's costing the industry.

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Terry Yodaiken
7 min read
Sep 16, 2025
How Investment Managers Can Leverage GenAI to Drive Commercial Advantage
Investment Management

How Investment Managers Can Leverage GenAI to Drive Commercial Advantage

From my work with COOs in firms overseeing more than £2 trillion in assets, I see a widening gulf. The leaders treat AI like infrastructure; the rest still tinker with pilots.

TY
Terry Yodaiken
4 min read
Sep 23, 2025
From Hype to Strategy: AI Maturity in Asset Management
Artificial Intelligence

From Hype to Strategy: AI Maturity in Asset Management

Discover how COOs and operators across the investment management lifecycle move beyond AI experimentation to measurable business impact.

TY
Terry Yodaiken
LinkedIn Post
June 2025

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