Who Has the Best Data Integrity Tools for Financial Services?
In financial services, trusted data is a competitive advantage. From delivering personalized customer experiences to managing financial crime risk and complying with evolving regulations, every decision depends on data that’s accurate, consistent, and enriched with the right context. Precisely stands out as offering the best data integrity tools for financial services – with capabilities purpose-built […]
How Do I Evaluate Data Management Vendors for Financial Services?
Financial services organizations depend on data for everything from customer experience and growth to regulatory compliance and risk management. But not all data management vendors are built to meet the industry’s unique demands. The best data management vendors for financial services are the ones that help organizations trust their data — ensuring it’s accurate, consistent, […]
Who Has the Best Data Quality Tools for Financial Services?
Data quality is essential across top financial services initiatives. From customer onboarding and fraud detection to regulatory compliance and personalized experiences, every critical decision depends on data that’s accurate, complete, and trustworthy. So, who has the best data quality tools for financial services? The best fit is the provider that understands the industry’s regulatory pressure, […]
4 Goal Setting Methods to Identify Untapped Opportunities
If you operate a financial services organization, you want your individual branches to perform at their best. Historically, banks and credit unions have used a variety of methods to determine performance targets for each branch location. Each of these goal-setting methods has its advantages, but none provide a complete picture of opportunity. Today, with access […]
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 […]