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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.

Amazon Connect – A Significant Beneficiary to Product Announcements at AWS's re:Invent 2025

Amazon Connect emerged as a significant beneficiary to product announcements at AWS’s re:Invent 2025 conference. However, the solution’s architecture still straddles CCaaS...

Fast-Track Your Enterprise Service Design

IT has a unique ability to see connections across the organization and how information flows through its systems. That makes IT ideally positioned to lead service design –...
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Integrated Customer Journey Blueprint

An Excel-based template that deftly aligns the three layers of your service: customer, business, and operational.

Enterprise Service Proposal Document Template

A valuable PPT template to build a clear, compelling statement of your service’s purpose and value to help land approval and funding for it.

Fast-Track Your Enterprise Service Design Phases 1-5

A step-by-step approach to sustainable enterprise service design that truly works for customers, employees, and the organization.
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