AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group

<p>The post <a href="https://wealthtechtoday.com/2026/09/17/ai-readiness-wealth-management-firms/">AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>Meet Our Guest This is episode 363 of the WealthTech Today podcast, and we spoke with Jennifer Maruca, a senior consultant with Ezra Group and founder of Platform Value Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between […]</p>

<p>The post <a href="https://wealthtechtoday.com/2026/09/17/ai-readiness-wealth-management-firms/">AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>