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Jack Sleator

Jack Sleator

Co-founder & CEO of Templi, the Belfast-based AI platform that automates suitability report writing for UK financial advice firms.

Sep 17, 2026

25:10
[laughs]
25:10
I was, I, I personally disagree on, on some level.
25:14
So the whole your data must be clean and must be perfect, I don't actually think it needs to be perfect, right? So your data doesn't need to be ready, it needs to be reachable.
25:22
So when we talk about data in a firm, it can mean different things, right? It can be MI, it can be revenue and fee data, and then there's the data that's needed to give advice to someone to, to write a suitability report, for example.
25:34
So that's the data I want to look at, right? And what is that data? So it's the context from your meetings, your conversations.
25:40
It's maybe details of policies, uh, on, on other things that the client may have in your file storage.
25:46
It's the assets and investments they hold on the platform, and then any other context, maybe on a back office platform.

16 MINS LATER

42:00
[laughs] There we go.

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