Smart Banking: The Intelligent Technologies Defining CX and Operations
In a rapidly evolving financial landscape, one thing is clear: banks that prioritize agility and data-driven customer-centricity are not just staying afloat—they’re thriving. During the recent American Banker webinar, “Smart Banking in 2025: Intelligent Technologies Defining CX and Operations,” I had the pleasure of speaking alongside Sarah Howell about the big shifts seen in banking—particularly […]
Understanding DORA: What It Is and Why It Matters for Financial Entities
In the evolving landscape of digital finance, the importance of robust cybersecurity measures cannot be overstated. The European Union’s Digital Operational Resilience Act (DORA) represents a pivotal step towards safeguarding the financial sector against the growing complexities of cyber threats. If your organization operates within the financial services ecosystem or provides ICT services to this […]
The Power of Place: Using Location Data to Enhance Your Branch and ATM Strategy
Over the past century, how consumers engage with physical bank branches has changed. In today’s digital-first economy, allowing customers to interact through their preferred channel is increasingly important. While many consumers now favor digital channels, access to cash and face-to-face services remains significant for various demographics. This makes it vital for banks and other financial […]
Build the Context You Need Around Your Data
Chances are, we’ve all heard the story of the lighthouse and the naval vessel, in which the captain of a large ship sees a light in the distance and transmits a command that the smaller vessel give way. After several refusals, the commanding officer angrily transmits: “I am a battleship.” The response comes quickly: “I’m a […]
6 Ways Banks Can Radically Decrease Their Servicing Costs
How to Stay Ahead with Sustainable Compliance for Financial Services
Proactive business practices have always been nice to have, but recent years have shown us that nice-to-have proactivity has now blossomed into a necessity. Think about it: how has your organization been impacted by the global pandemic? Or the economic downturn brought on by geopolitical instability? Regulatory and privacy requirements have also been on the […]
What is Sustainable Compliance?
Unprecedented economic uncertainty has disrupted businesses like never before, in financial services and beyond including a sustainable compliance strategy. 40% of data and analytics professionals report that their organizations have decreased staff/resources as a result of economic downturn, and 37% report a decrease in budget, according to the 2023 Data Integrity Insights and Trends Report, […]
Financial Services Regulations: Building Sustainable Compliance Programs
To comply with a complex array of regulations, financial services organizations have stepped up as early adopters of data governance frameworks. Additionally, regulators are demanding stronger and more comprehensive data quality capabilities than ever before. The aim is to minimize risk, safeguard private information, and ensure the adequacy of internal controls and sustainable compliance. Organizations that […]
4 Industries Using Location Intelligence to Make Better Decisions
Today’s companies are becoming experts at extracting business intelligence from data and making business decisions. One element that’s still underutilized is location intelligence. What is location intelligence? Forrester defines location intelligence as “the practice of collecting and managing customer location data, enriching it with other data sources, and analyzing for contextual insights for the purposes […]
Data Integrity for ESG in Financial Services
There has been a tremendous shift as employees, consumers, as well as investors are making more conscious decisions based on environmental, social and governance (ESG) factors. For many years, risk has had a significant seat at the table for a multitude of investment, lending, and other financial service organizations, but with the rise of ESG, […]
Lack of Data Integrity in Financial Institutions: How Much Is It Really Costing You?
Financial institutions are using data in a myriad of different ways, from know-your-customer (KYC) compliance to marketing insights and channel optimization, from risk assessment and fraud detection to innovative AI and machine learning initiatives. Data Integrity checks and best practices support data management as both strategic and tactical processes that enable companies to improve compliance, […]
Leveraging Data-Driven Analytics for Branch Network Goal-Setting
Setting goals across a branch network in a financial services organization can be a challenge. Historically, banks have taken various approaches to setting performance targets for branches, each of which has some shortcomings. Data-driven analytics opens the door to overcome those deficiencies with a new approach called “opportunity-based goal setting.” Almost everyone is familiar with […]