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.

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...

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...

Transforming Research Workflows: AlphaSense’s Expansion to Expert Insights and AI Modeling

AlphaSense now converts documents into cited insights and live Excel models. AlphaSense accelerates research by converting documents into cited insights and live Excel...

Solidatus Expands Metadata Governance With Agentic AI and Bi-Temporal Graphs

Solidatus is transforming from a platform focused on lineage-first metadata into an advanced tool powered by agentic AI. Its bi-temporal graph structure, semantic modeling...

Secure Your Fintech Integrations Using Advanced API Gateways and Configurations – Phases 1-4

Secure your fintech APIs by maturing your API gateway configuration and transactions.

API Gateway Maturity Assessment Tool

Use the API Gateway Maturity Assessment Tool to determine the current state of your API gateway configuration.

Improve Your API Processes to Secure Your Fintech Integrations

API security must be a top priority for a bank’s security investments. API security is a broad and technical topic where the devil is in the details. One of the...

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Build and Select AI Use Cases for Wealth and Asset Management Storyboard

Use the AI use case library for wealth and asset management to accelerate your firm’s AI adoption and success.

Build and Select AI Use Cases for Wealth and Asset Management

AI 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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