Data Trust Implementation and Integration Services

Presidio's Data Trust Accelerator professional services help banks, wealth management firms, and financial services enterprises design, deploy, and operationalize a trusted, governed data operations layer on AWS — purpose-built for institutions deploying AI at scale. The engagement addresses the core problem preventing AI adoption in financial services: client data spread across systems and interpreted differently across business units, producing conflicting outputs that no team can govern, trust, or act on with confidence.

Through this engagement, Presidio implements the data connector — a governed data layer and API that returns a real-time trust score on every call, resolves client identity across custodians and core systems, enforces role-based access controls and PII masking at the API layer, and maintains an append-only audit log across every data interaction. The platform is vendor-neutral and sits across the full data estate — covering custodians, acquired institutions, and core systems — feeding any downstream AI model, agent, or application with governed, trustworthy data.

Business rules are defined once, versioned, and reused across every connected model, workflow, and system — so changes propagate automatically without reworking individual pipelines. New use cases launch in days, not months. Delivery follows a structured engagement covering data estate assessment, governance design, connector implementation, AI enablement configuration, and knowledge transfer.

Key Use Cases:

• Establish a single trusted source of client data across divisions, custodians, and acquired entities
• Govern how AI agents and models consume data — with lineage and authorization enforced on every call
• Standardize business logic once and propagate it across every connected system automatically
• Resolve client and account identity across disparate custodians and core systems
• Maintain regulatory and audit readiness — trace and defend every AI-enabled decision
• Accelerate post-acquisition integration by absorbing new entities into a governed data layer without rebuilding