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.

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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 organization should be getting more value out of its data.

More Resources

The Connected Financial Services Report

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