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.   Watch this on-demand TDWI webinar sponsored by Precisely 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 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

1. TDWI EXPERT PANEL
Winning at Offense and Defense:
How Data Democratization Enables
Financial Services Firms to Accelerate
Growth and Ensure Compliance

2. Sponsor
2

3. Plan for the Webinar
• Moderator (James Powell) opens the webinar: 3 minutes
• TDWI presentation (Dave): 15 minutes
• Roundtable discussion: 30 minutes
– Dave moderates the discussion
• Audience Q&A moderated by Jim: 10 minutes
• Moderator closes the webinar: 2 minutes

4. DAVID STODDER
Senior Research Director
Business Intelligence
TDWI
dstodder@tdwi.org
@dbstodder

5. TDWI EXPERT PANEL
TDWI Trends and Directions:
How Data Democratization Enables
Financial Services Firms to Accelerate
Growth and Ensure Compliance

6. TDWI (Stodder) Presentation Outline
I. Data democratization
• What is it? Why is it important to achieving goals for data-informed
decisions, actions, and collaboration
II. Protecting sensitive data: Governance and Adherence
• Trends in data privacy regulations
• How “defense” competes with “offense” for attention
III. What organizations (financial services) need to succeed with data
democratization. Practices, technologies and services that enable:
• Simplicity
• Scalability
• Confidence

7. Poll Question #1
What is your organization’s biggest challenge in democratizing data –
providing more universal access to that diverse users can unlock data’s
value for making better decisions?
• Data quality and integrity are insufficient
• It’s too hard for users to locate the right data at the right time
• Concerns about data governance, potential misuse, and regulatory
adherence
• Users lack appropriate tools to maximize the value of data
• Executive leadership does not see data democratization as a priority
• Other (use the Q&A format to write in an answer)

8. Thank You
David Stodder
Senior Director of Research for Business Intelligence
TDWI (www.tdwi.org)
dstodder@tdwi.org
@dbstodder

9. Chuck Kane
VP, Product Management
Precisely
Jeff Nelson
Managing Director - Financial
Crimes & Compliance
Precisely

10. Roundtable Discussion: Offense & Defense
• To Chuck on “offense”: What are the key growth initiatives today in
financial services?
• To Jeff on “defense”: What are major risk and compliance concerns?
• Do you see organizations having difficulty playing both offense and
defense?
Chuck Kane
Vice President
Product Management
Precisely
Jeff Nelson
Managing Director
Financial Crimes and Compliance
Precisely
David Stodder
Senior Director of Research
Business Intelligence
TDWI

11. Offensive Challenges in Financial Services
Personalize
d
Messaging
Mortgage
Lending
Commercia
l
Lending
Cross Sell
Investment
Banking
Optimize
Interactions
11

12. Defensive challenges in Financial Services
Screening
Efficiency
AML
Transactio
n
Monitoring
Efficiency
Complete
View of
Customer
Charge Off
Mitigation
Fraud
Identification
Wire
Efficiency

13. Poll Question #2
How successful is your organization with achieving both offense
(using data to pursue growth opportunities) and defense (protecting
consumer and financial data and complying with regulations)?
• Very successful
• Somewhat successful
• Average
• Not too successful
• Not at all successful
• Don’t know

14. Roundtable Discussion: Data Democratization
• How are the offensive and defensive programs you have identified
hindered by a lack of data democratization?
• What are some of the positive business outcomes (PBO) that increased
data democratization could bring?
• What’s needed to deliver PBO in a democratized data world?
Chuck Kane
Vice President
Product Management
Precisely
Jeff Nelson
Managing Director
Financial Crimes and Compliance
Precisely
David Stodder
Senior Director of Research
Business Intelligence
TDWI

15. Data integrity
is a journey
• Every journey to data integrity is unique and
driven by business initiatives
• Market trends are accelerating the need for
data integrity
• Precisely addresses needs across the data
integrity journey
The Precisely Data Integrity Suite
unites the steps to data integrity that
unlock incremental value
ENRICH
VISUALIZE
PREPARE
UNIFY
CONNECT DISCOVER
CATALOG
CLEAN
LOCATE

16. Data Integrity: Imperative for Data Democratization
Modernize your
infrastructure for the
cloud, eliminate data
siloes, and automate
business processes
Build data governance
and quality into your
data-centric processes
to ensure accuracy and
consistency
Leverage the location
information inherent in
your data for more
sophisticated analytics
and actionable insights
Complement your core
business data with
expertly curated datasets
to add critical context and
increase value
Create seamless,
personalized
and omnichannel
communications
on any medium, anytime
Integrate Verify Locate Enrich Engage

17. Roundtable Discussion: Closing Comments
Chuck Kane
Vice President
Product Management
Precisely
Jeff Nelson
Managing Director
Financial Crimes and Compliance
Precisely
David Stodder
Senior Director of Research
Business Intelligence
TDWI

18. Audience Q&A with Speakers
tdwi.org
Questions?

19. CONTACT INFORMATION
If you have further questions or comments:
David Stodder, TDWI
dstodder@tdwi.org
Chuck Kane, Precisely
Charles.Kane@precisely.com
tdwi.org
Jeff Nelson, Precisely
Jeffrey.Nelson@precisely.com

20. Thank You to Our Webinar Sponsor
20