Industry point of view
Get AI out of the partners' personal chat tabs — before the regulators do it for you.
Adoption has exploded across advisory, accounting, legal, and fund management — mostly as ungoverned individual experimentation. The firms pulling ahead are moving AI into governed, firm-wide workflows built on unified client data, while that's still a differentiator instead of a mandate.
What we see across the industry
Client data is split across CRM, portfolio and practice management, custodian feeds, billing, and document systems — so partner-level visibility requires manual assembly, usually by the highest-billing people in the firm, in Excel.
The regulatory direction is explicit: securities examiners have made AI representations and supervision a priority, which means shadow AI inside advisory firms has a shelf life. Governed, auditable AI workflows are becoming the cost of doing business.
Clients are ahead of their firms — most now expect their advisors to use AI. The window where firm-wide data and AI operations is a genuine differentiator is measured in a couple of years, not a decade.
The research
Adoption is doubling; integration isn't
Our experience here
Work we've already done in professional services & finance
This is home turf: OBIS was founded by a CPA and Certified Fraud Examiner with nearly a decade of Big Four experience. We've built investor reporting that helped Dchained Capital retain 41 of 42 limited partners, embedded analytics inside Risk-Q's cyber-risk product, and delivered financial dashboards for investment firms including Vivo Investment Group and Abora Capital.
“They are very knowledgeable and have been able to take our vision and ideas and turn them into reality. The CEO's accounting background and data visualization skills are the perfect combination for anyone looking to create a financial dashboard.”
Case study
Dchained Capital: reporting transparency that kept 41 of 42 investors
Investor-grade reporting for a fund operating where the rules are written in real time
Read the full story →Where to start
Data & AI Governance & Architecture
The blueprint and the controls in one practice — modern data and AI architecture designed for scale, governed by audit-trained practitioners.
Explore the service →Get in touch
Senior experts on every engagement
Tell us what you're working through. Every inquiry is read and answered personally by our advisory team.
Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
Start the conversation →