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Types of Content
Zoho Announces Major Updates to Billing and Spend Solutions for the EnterpriseIn an analyst briefing, Zoho provided updates to Zia's capabilities for finance use cases. Specifically, Zoho emphasized reconciliation, reporting, and proactive insights,... |
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Business Context Interview for Banking Guide TemplateThis template identifies key organizational leaders and questions needed to understand top priorities. Use this template as a starting point to interview your... |
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Data Value Mapping for Banking ToolYour bank is rushing to adopt AI/ML; modernizing your data strategy is critical for success. |
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Data Strategy for Banking C-Suite Presentation TemplateThis in-depth presentation template provides an example of a complete data strategy, ready to be tailored to your organization and presented to your executive leadership to... |
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Modernize Your Data Strategy to Enable AI/ML in Banking – Phases 1-4Expand on your existing data strategy by incorporating the impact that AI/ML is having on how banks deliver their products and services. The changes in business... |
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Data Initiatives & Strategy Ideation for Banking PrimerUse this primer to help connect the dots between what the organization needs and what is technically possible for your data team. |
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Modernize Your Data Strategy to Enable AI/ML in BankingAI/ML is being rapidly adopted in banking. It is changing the way banks operate, which is causing banks to reconsider how they deliver their goods and services. The impact... |
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From Complexity to Clarity: Exploring SAMU’s Role in M&A, SaaS Optimization, and Digital TransformationThis note is from an analyst briefing (December 2025) on SAMU’s role in enterprise architecture management. During the briefing, Samu executives detailed the core... |
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Build and Select AI Use Cases for Wealth and Asset Management StoryboardUse the AI use case library for wealth and asset management to accelerate your firm’s AI adoption and success. |
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Build and Select AI Use Cases for Wealth and Asset ManagementAI is an important focus for many wealth and asset management firm’s senior leadership and boards. Everyone is aware of the potential of AI, and no one wants to be the firm... |
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