About this episode

Jason Pereira interviews Suvrat Bansal about how Clarista enables financial firms to launch AI applications securely and efficiently.

Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarista acts as a secure "data fabric", streaming information directly from a firm's existing software without forcing them to completely overhaul their databases or risk platform lock-in. The conversation dives into how Clarista bridges the gap between fast AI development (like "vibe coding") and strict corporate realities, ensuring every app has ironclad data tracking, role-based security controls, and strict compliance audits. By providing a shared internal catalogue, the platform stops teams from accidentally building duplicate AI tools while helping wealth management firms quickly turn messy data into reliable, automated daily workflows. This episode is a must-listen for operations leaders and CTOs at wealth management firms who want to build custom AI workflows quickly while maintaining rigorous corporate data governance. Episode Highlights: 00:00 Welcome and Guest Intro 00:40 What Clarista Does 01:10 Origin Story and Growth 01:51 Building the Data Fabric 04:59…

People in this episode

Host: Jason Pereira

Guest: Suvrat Bansal

Topics covered

• AI applications
• data governance
• financial technology
• wealth management
• data fabric

Keywords

• AI
• data engineering
• financial firms
• data tracking
• compliance audits
• wealth management
• automated workflows

Mentioned in this episode

Organizations: Clarista

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