Zoho Announces Major Updates to Billing and Spend Solutions for the Enterprise

In an analyst briefing, Zoho provided updates to Zia's capabilities for finance use cases. Specifically, Zoho emphasized reconciliation, reporting, and proactive insights,...

Modernize Your Data Strategy to Enable AI/ML in Banking

AI/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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Modernize Your Data Strategy to Enable AI/ML in Banking – Phases 1-4

Expand 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...

Data Initiatives & Strategy Ideation for Banking Primer

Use this primer to help connect the dots between what the organization needs and what is technically possible for your data team.

Data Strategy for Banking C-Suite Presentation Template

This 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...

Business Context Interview for Banking Guide Template

This template identifies key organizational leaders and questions needed to understand top priorities. Use this template as a starting point to interview your...

Data Value Mapping for Banking Tool

Your bank is rushing to adopt AI/ML; modernizing your data strategy is critical for success.

From Complexity to Clarity: Exploring SAMU’s Role in M&A, SaaS Optimization, and Digital Transformation

This note is from an analyst briefing (December 2025) on SAMU’s role in enterprise architecture management. During the briefing, Samu executives detailed the core...

Define Your Industry-Specific Transformation Through Capability Mapping

This approach to business architecture provides a structured, evidence-based method for diagnosing organizational challenges, mapping processes and technologies, and...

AI Use Cases for Wealth and Asset Management Prioritization Tool

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.
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