Futurizing Financial Data: Morningstar CTO James Rhodes Talks Architecture Modernization, Client Personalization, and the Company’s AI Chatbot ‘Mo’

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

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868: As data becomes increasingly valuable, technology executives have the important task of ensuring the company’s data infrastructure allows for efficiency and scalability. In this episode of Technovation, James Rhodes, President of Morningstar Data Research and Enterprise Solutions and the company’s Chief Technology Officer, joins Peter High in a discussion about modernizing the company’s enterprise architecture and enhancing the client experience with improved personalization. James elaborates on the three hats he wears in his current role at the company and the approach he is taking to modernize legacy systems for scalability and efficiency. He shares insights on driving customer personalization at scale, leveraging AI for better financial advice, and establishing a Responsible AI Council to ensure the company retains its transparency and client trust. James also describes the evolution of their AI-driven digital assistant ‘Mo’ and how it will augment, but not replace, the financial advisor. Finally, James shares the technology trends on his radar including digital avatars for enhancing customer engagement and the advancement of cybersecurity measures, and the keys to success that he’s learned across his career.

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