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Winning at Offense and Defense: How Data Democratization Enables Financial Services Firms to Accelerate Growth and Ensure Compliance

Webinar Speaker: David Stodder, Senior Director of Research for BI, TDWI

Date: Wednesday, June 8, 2022

Time: 9:00 a.m. PT, 12:00 p.m. ET

In financial services as in many industries, analytics for growth and compliance are often seen as competing imperatives. Offense focuses on growth; organizations learn from data about customer preferences, how they can improve experiences and engagement, and how to deploy analytics to sharpen go-to-market strategies and drive product and services innovation. Defense is about detecting and reducing the impact of financial crimes such as fraud and money laundering and ensuring compliance with regulations. Both are obviously critical. With data democratization, organizations do not have to choose one or the other.

Join this TDWI Webinar to learn how firms in financial services and other industries can empower users through data democratization to achieve success in delivering both business value and protection against risk. You will see how these initiatives are really two sides of the same data story—and how organizations can modernize data management to support growth and compliance together.

Topics speakers will address include:

  • Steps for democratizing data offense and defense in financial services
  • Modernizing data management to accelerate growth and ensure compliance
  • Achieving simplicity, scalability, and confidence in data management to support data democratization
  • Data strategies for balancing offensive and defensive imperatives

Guest Speakers

Chuck Kane
VP, Product Management

Chuck Kane is Vice President of Product Management – Verify at Precisely, the leading Data Integrity Suite solutions provider supporting Single View, MDM, and Data Quality. Chuck is a highly regarded data management expert(self-professed data geek), ensuring that organizations achieve significant returns on investment through innovation and adoption to meet both go to market and regulatory programs.

Jeff Nelson
Managing Director - Financial Crimes and Compliance

Jeff Nelson is a Managing Director of Financial Crimes and Compliance at Precisely. He has over 16 years of experience in the financial services industry working with commercial and retail banks, broker-dealers, asset managers, and investment banks in the areas of process improvement, regulatory compliance, fraud, sanctions, and anti-money laundering. In Jeff’s current role he works with national and global financial institutions to enhance efficiency and effectiveness by providing both business and technology guidance.

David Stodder

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