At Geneva Wealth Day, Sebastian Ochalek explores why closing the gaps in wealth data is essential to making AI useful in everyday portfolio management.
Connecting to a bank’s data feed does not necessarily provide a complete picture of a client’s portfolio. Historical information can remain in statements, requiring manual extraction before meaningful analysis can begin.
At Geneva Wealth Day, held on September 17, 2026, at Westhive in Geneva, Sebastian Ochalek, Managing Director Switzerland at WealthArc AG, identified this gap as part of the “last mile” of wealth data processing.
For Sebastian, the challenge extends beyond accessing information. Data must be clean, structured, normalised and reliable. Without that foundation, even sophisticated portfolio tools and AI applications can produce misleading results.
He describes how WealthArc uses an AI-powered agent to turn PDF statements into structured data, helping advisers analyse a prospect’s portfolio during a meeting rather than manually entering information afterwards.
The potential benefit goes beyond speed: less time spent preparing data can leave more time for client conversations.
In the interview below, Sebastian discusses how better data infrastructure can support AI adoption and change the experience wealth managers offer their clients.
Sebastian Ochalek, WealthArc AG
