The Financial Services Playbook for Effective Data Maturity

Data maturity is a building block for successful use of agentic AI, and the need for quality, trustworthy data across the financial services industry is critical for firms that want to keep up with the rapid pace of evolving technology.

This playbook outlines the five steps to data maturity for banking, insurance, and wealth and asset management firms. The journey to becoming an agentic enterprise begins with a trusted data foundation.

Questions? Call us at 1800 667 638 (AU), 0800 450 064 (NZ)

First name Enter your first name

Last name Enter your last name

Job title Enter your title

Work Email Enter a valid email address

Phone Enter a valid phone number

Industry Select your industry

Country/Region Choose a valid country

By registering I confirm that I have read and agree to the Privacy Statement.

This field is required.

of Financial Services analytics and IT leaders say the need for trustworthy data is higher than ever.

of Financial Services analytics and IT leaders say advances in AI make data management a high priority.

of Financial Services business leaders feel their organisation should be getting more value out of its data.

More Resources

Discover the future of financial services in The Connected Financial Services Report

The Connected Financial Services Report

Report

The Connected Financial Services

How Agentic AI Will Change the Way FInancial Services Institutions Work

Cover of guide for Agentic AI in Financial Services

Guide

How Agentic AI will Change the Way Financial Institutions Work

Data Cloud Demo Video

Data Cloud Demo Video

Demo

Unify Your Enterprise Data with Data Cloud

Truste Verified Privacy. Powered by TrustArc