The AI wave has arrived — but not everyone’s ready to ride It. AI isn’t on the horizon anymore — it’s already transforming financial services. From Microsoft Copilot to predictive analytics, artificial intelligence is changing how firms manage data, deliver insights, and serve clients.
AI readiness isn’t about futuristic tools or robots taking over the office. It’s about preparing your data, governance, systems, and people so that AI can actually work safely and effectively. AI runs on data. But if your firm’s data is messy, duplicated, or hidden in personal drives, the results won’t be reliable.
Most advisory and wealth-management firms have information scattered across CRMs, portfolio systems, spreadsheets, and shared folders. That creates:
Conflicting client details
Incomplete performance reporting
Increased risk when integrating AI tools
Data readiness means cleaning, labeling, and organizing your data so it’s accessible, accurate, and secure. Think of it as tuning your instruments before the concert — the music only sounds good when everything’s in sync.
AI tools like Microsoft Copilot and ChatGPT can process sensitive data incredibly fast.
That’s powerful — and dangerous — without proper guardrails.
Governance readiness ensures that:
The right people access the right data — and nothing more
Sensitive client info is protected by labels, permissions, and retention rules
AI tools can analyze data safely within your compliance boundaries
Without those controls, an employee could unintentionally share confidential information just by prompting the wrong AI tool.
Good governance doesn’t slow innovation — it enables safe innovation.
AI can’t thrive in disconnected systems.
If your firm’s portfolio data, communications, and documentation live in silos, AI can’t see the full picture.
System readiness means your IT environment is modern, integrated, and cloud-optimized:
Microsoft 365 + Entra ID for secure identity and collaboration
APIs or connectors between CRM, accounting, and client systems
Modern endpoint protection and network monitoring for automation safety
This is where forward-thinking IT services companies bridge the gap — creating the infrastructure that allows AI to perform intelligently and securely.
AI doesn’t replace advisors — it augments them.
But only if your team understands how to use it responsibly.
Cultural readiness means:
Employees know what AI can and can’t do
Teams understand how to write safe, effective prompts
Leadership encourages experimentation within boundaries
The most AI-ready firms aren’t just tech-forward — they’re people-forward.
They help teams adopt AI confidently, not fearfully.
AI readiness is becoming the new measure of operational maturity in financial services.
Firms that invest in their data foundation will:
Deliver faster, more personalized client experiences
Make data-driven decisions with confidence
Improve retention and attract modern talent
Reduce IT and compliance overhead through automation
Those that ignore it will keep drowning in duplicate spreadsheets while competitors generate insights instantly.
At Sixwatch, we help financial firms modernize IT and prepare for AI with a practical, governance-first approach.
Data Mapping & Hygiene – Clean, classify, and organize data across Microsoft 365, CRMs, and shared systems.
Governance & Security Design – Build labeling, retention, and access policies that protect sensitive data.
AI Readiness Workshops – Train teams and systems to safely use AI tools like Microsoft Copilot.
Automation & Monitoring – Keep performance, security, and data integrity strong as AI adoption grows.
The goal isn’t to “install AI.” It’s to create an AI-ready foundation — where your firm’s knowledge, data, and people work in harmony.
AI isn’t a trend — it’s the new baseline for financial operations. The firms that act now will lead the next decade of innovation.
Schedule your complimentary AI Readiness Assessment? Discover where your firm stands — and what it will take to make your data, systems, and people truly AI-ready.