[Databricks Data + AI Summit 2026] Data Platform Strategy for Transitioning to AI-ready Finance Data

To actually apply AI to work in the finance field, it's necessary to secure accuracy, auditability, business context, and governance of data, beyond simply adopting a model. To this end, three key keywords were presented: Trust, Validity, and Context.

To build a Finance Data Product, organizations need to move away from project-centric thinking and shift toward a business product-centric approach. Following the Governance by Design principle, it's important to incorporate data quality, lineage, and control requirements from the design stage, and Unity Catalog can be used to connect data lineage with the context of financial processes.

Once the data is ready, organizations can expand into AI-enabled Finance Operations. Through natural language-based data exploration with Genie and workflow automation using Agent Bricks, they can improve data management efficiency and maximize data accessibility for business users.