Trusted analytics and predictive data models require accurate, consistent, and contextual data. Even with the vast amount of internal business data available, financial services institutions are looking to trusted 3rd party data to fuel analytical models with new and relevant attributes to gain meaningful insights.
With over 9,000 data attributes describing the people, places, and a myriad of details for any given location, Precisely is uniquely positioned to help Financial Services companies create new and innovative insights from data. Stay ahead of the competition and gain a competitive advantage with trusted data for confident business decisions.
During this webinar, you will see how our clients are leveraging innovative strategies to unlock the power of data. Use cases will include:
Commercial Lending: How do I efficiently understand collateral?Mortgage: Improved understanding of comps in a volatile market?Credit Card: How do I drive more card transactions via location understanding? Network Optimization: Where are my customers and how do they want to interact with me?Cross Sell: Who is my customer and what products should I offer her?Investment Banking: What alternative data helps me better understand investment opportunities?ESG: How can I better understand and predict the impact of new ESG initiatives on my profitability?Improve Efficiencies: Increase accuracy of comps and create amenity scores to improve Automate Physical Appraisal Waiver decision-making
Don’t Reinvent the Wheel: Pre-built Spatial and Data Enrichment APIs for Your...Precisely
Learn what industry-standard APIs are available to provide you with location-based data for improved decision-making, enhanced customer experience, and efficient business processes. Instead of building your own API capabilities, work with Precisely and leverage our address validation, geocoding, geospatial, and data enrichment APIs. With over 30 years of experience, our global APIs provide reliable results and enable you to focus on the areas of your business that can benefit from your expertise.
Join this webinar to:
- Learn how geospatial APIs are easy to access and integrate into your workflows or existing systems
- Take advantage of capabilities that can scale with your business demands in both batch and transactional models
- Enjoy ongoing support and maintenance without impacting your business processes
- Take advantage of a pricing model that fits your budget
apidays LIVE Paris - Drawing the right lines: DDD, APIs and Microservices by ...apidays
apidays LIVE Paris - Responding to the New Normal with APIs for Business, People and Society
December 8, 9 & 10, 2020
Drawing the right lines: DDD, APIs and Microservices
Ronnie Mitra, Director of Technology at Publicis Sapient
Mining the Undiscovered Market Using Location and Data to Target GrowthPrecisely
Global telecom providers generate the most revenue and strengthen customer loyalty when they have a deep understanding of their best coverage areas. This requires knowing who their customers are, where they need coverage, and how they interact with telecom services. Global geocoding, location analytics, and comprehensive data can help reveal these vital insights.
Layering multiple datasets related to demographic and address information provides an in-depth view of telecom markets around the world. Locating existing customers or prospects and enriching their profiles with attribution related to age, education level, ethnicity, income, and expenditures gives telecom providers the detail they need to develop strategic products, services, and campaigns.
Join this webinar to understand how to leverage global location intelligence and demographic data to boost revenue and customer satisfaction.
Register now and learn more about:
- Analyzing coverage areas with address data and geocoding
- Identifying lookalike markets with globally consistent demographic data
- Layering multiple datasets to develop an accurate view of customers and coverage areas
Mining the Undiscovered Market: Using Location and Consumer Data to Target Gr...Precisely
Looking for new customers in an existing service area? What new services may an existing customer find valuable? Gaining an intimate understanding of who is located in your best coverage areas is fundamental to generating the highest level of revenue from your network and strengthening customer loyalty.
Wireless and wired telecom providers use geocoding, consumer data, and location analytics for subscriber acquisition. How well it works depends on hyper-accurate geocoding and a rich set of data attributes augmenting a correct residential or business address.
Beyond basic data: Unleash the power of your business data with geospatial in...Precisely
Discover how geospatial data can transform the way you analyze your business information. With streamlined data enrichment, you can add context to your data and move from basic insights to in-depth analysis that reveals the "who," "where," and "why" of your business operations. We'll discuss the benefits of using business addresses, geocoding, and unique identifiers to maximize the value of your data in various IT environments, and we'll also demonstrate how you can quickly enrich your data within cloud platforms like Snowflake and Databricks.
We will share how our customers are:
· Improving analytical models and organize addresses using a unique ID to easily append business context, property details, demographic data, and more
· Enhancing property insight for network planning and marketing – especially for telcos and utility businesses
· Managing global streaming content delivery and resource allocation based on a device’s location – using up-to-date administrative and postal boundaries
Join us to learn how geospatial insights and streamlined enrichment can unlock the full potential of your business data. In this webinar, we will:
· Explore the various types of data enrichment available: adding a lat/long (geocode), 3rd party data, derived attributes based on spatial analysis
· Share how to streamline data enrichment in your existing IT environments
· Describe how observability makes intelligent observations, identifies anomalies in your data’s volumes, values, and freshness and provides suggested remediation actions.
Unlock Efficiency With Your Address Data Today For a Smarter TomorrowPrecisely
In any business, the significance of address data is vital, serving as an indispensable element for enterprises engaged in customer interactions, delivery services, logistics, real estate, and investment activities. Despite its foundational role in various industries, address data is frequently underestimated as a crucial component of innovation, often overshadowed by more shiny technological advancements.
Join us in our upcoming webinar, where we explore the pivotal role of address data in shaping daily business activities.
Join our session to:
Discover how leading companies leverage high-quality addressing data to drive innovation, enhance operational efficiency, and gain a competitive edge.
Reimagine and elevate user experiences by understanding the impact of accurate addresses on customer satisfaction, service delivery, and brand perception.
Uncover invaluable tips and tricks for navigating the diverse landscape of addressing solutions in the market. Learn how to choose the best-fit solution that aligns with your business needs, ensuring data accuracy and reliability.
This is the slideshow from the WyomingEntrepreneur.biz booth at the 2008 IDEA Conference in Cheyenne, WY. It provides a general overview of the services offered by the WyomingEntrepreneur.biz network.
Don’t Reinvent the Wheel: Pre-built Spatial and Data Enrichment APIs for Your...Precisely
Learn what industry-standard APIs are available to provide you with location-based data for improved decision-making, enhanced customer experience, and efficient business processes. Instead of building your own API capabilities, work with Precisely and leverage our address validation, geocoding, geospatial, and data enrichment APIs. With over 30 years of experience, our global APIs provide reliable results and enable you to focus on the areas of your business that can benefit from your expertise.
Join this webinar to:
- Learn how geospatial APIs are easy to access and integrate into your workflows or existing systems
- Take advantage of capabilities that can scale with your business demands in both batch and transactional models
- Enjoy ongoing support and maintenance without impacting your business processes
- Take advantage of a pricing model that fits your budget
apidays LIVE Paris - Drawing the right lines: DDD, APIs and Microservices by ...apidays
apidays LIVE Paris - Responding to the New Normal with APIs for Business, People and Society
December 8, 9 & 10, 2020
Drawing the right lines: DDD, APIs and Microservices
Ronnie Mitra, Director of Technology at Publicis Sapient
Mining the Undiscovered Market Using Location and Data to Target GrowthPrecisely
Global telecom providers generate the most revenue and strengthen customer loyalty when they have a deep understanding of their best coverage areas. This requires knowing who their customers are, where they need coverage, and how they interact with telecom services. Global geocoding, location analytics, and comprehensive data can help reveal these vital insights.
Layering multiple datasets related to demographic and address information provides an in-depth view of telecom markets around the world. Locating existing customers or prospects and enriching their profiles with attribution related to age, education level, ethnicity, income, and expenditures gives telecom providers the detail they need to develop strategic products, services, and campaigns.
Join this webinar to understand how to leverage global location intelligence and demographic data to boost revenue and customer satisfaction.
Register now and learn more about:
- Analyzing coverage areas with address data and geocoding
- Identifying lookalike markets with globally consistent demographic data
- Layering multiple datasets to develop an accurate view of customers and coverage areas
Mining the Undiscovered Market: Using Location and Consumer Data to Target Gr...Precisely
Looking for new customers in an existing service area? What new services may an existing customer find valuable? Gaining an intimate understanding of who is located in your best coverage areas is fundamental to generating the highest level of revenue from your network and strengthening customer loyalty.
Wireless and wired telecom providers use geocoding, consumer data, and location analytics for subscriber acquisition. How well it works depends on hyper-accurate geocoding and a rich set of data attributes augmenting a correct residential or business address.
Beyond basic data: Unleash the power of your business data with geospatial in...Precisely
Discover how geospatial data can transform the way you analyze your business information. With streamlined data enrichment, you can add context to your data and move from basic insights to in-depth analysis that reveals the "who," "where," and "why" of your business operations. We'll discuss the benefits of using business addresses, geocoding, and unique identifiers to maximize the value of your data in various IT environments, and we'll also demonstrate how you can quickly enrich your data within cloud platforms like Snowflake and Databricks.
We will share how our customers are:
· Improving analytical models and organize addresses using a unique ID to easily append business context, property details, demographic data, and more
· Enhancing property insight for network planning and marketing – especially for telcos and utility businesses
· Managing global streaming content delivery and resource allocation based on a device’s location – using up-to-date administrative and postal boundaries
Join us to learn how geospatial insights and streamlined enrichment can unlock the full potential of your business data. In this webinar, we will:
· Explore the various types of data enrichment available: adding a lat/long (geocode), 3rd party data, derived attributes based on spatial analysis
· Share how to streamline data enrichment in your existing IT environments
· Describe how observability makes intelligent observations, identifies anomalies in your data’s volumes, values, and freshness and provides suggested remediation actions.
Unlock Efficiency With Your Address Data Today For a Smarter TomorrowPrecisely
In any business, the significance of address data is vital, serving as an indispensable element for enterprises engaged in customer interactions, delivery services, logistics, real estate, and investment activities. Despite its foundational role in various industries, address data is frequently underestimated as a crucial component of innovation, often overshadowed by more shiny technological advancements.
Join us in our upcoming webinar, where we explore the pivotal role of address data in shaping daily business activities.
Join our session to:
Discover how leading companies leverage high-quality addressing data to drive innovation, enhance operational efficiency, and gain a competitive edge.
Reimagine and elevate user experiences by understanding the impact of accurate addresses on customer satisfaction, service delivery, and brand perception.
Uncover invaluable tips and tricks for navigating the diverse landscape of addressing solutions in the market. Learn how to choose the best-fit solution that aligns with your business needs, ensuring data accuracy and reliability.
This is the slideshow from the WyomingEntrepreneur.biz booth at the 2008 IDEA Conference in Cheyenne, WY. It provides a general overview of the services offered by the WyomingEntrepreneur.biz network.
How RingCentral Optimized Account-Based Insights and Buyer Intelligence To Ra...G3 Communications
Access the full webcast here: https://dg-r.co/2L5QdrM
Data fuels every marketer’s strategy, but not all data is created equal. To be successful today, marketers need to be able to effectively analyze, optimize and maintain data accuracy as the first steps to gaining true insight. This is particularly true for account-based programs, where visibility into key decision makers is imperative. As the saying goes, “Garbage in, garbage out.” If the data going into your CRM is incomplete, incorrect or simply not the right data, any programs that rely on that data will deliver disappointing results.
During this webinar, David Cowings, Chief Marketing Data Scientist at RingCentral, and Chris Lynde, CEO of SaleScout Data Solutions, will share the steps needed to optimize buyer contact data and sales intelligence, with real-life insights from RingCentral’s demand gen data optimization process.
Effective Intelligence assists corporations manage their customer information as a strategic asset. At EI, we have experience in nearly every vertical and have worked with 65% of companies on the JSE. Customer Information is the common thread that ties all our data, analytics and technology services together. As managers of the largest customer database in Southern Africa, we’re able to build single customer views and actionable audience segmentations that inspire smarter, better targeted, highly effective customer communication.
How Effective Intelligence can assist you manage your customer data as a strategic asset. At EI, we’re able to build single customer views and actionable audience segmentations that inspire smarter, better targeted, highly effective customer communication.Call us today on 0861 000 452 for an obligation free quote or visit www.e-intelligence.com
Unlock the Power of Handwriting Recognition to Optimize Your Business ProcessesZia Consulting
While OCR technology has evolved substantially, it still struggles with handwriting recognition. However, modern machine learning offers new tools to solve long-standing challenges. New software solutions can now optimize complex business processes by turning even hand-filled paper documents into business-ready data automatically.
Learn how leading insurance, financial services, and healthcare companies are leveraging new technology to automate processing of their paper-to-digital operations (including handwritten forms). You’ll hear how New York Life and five of the top 10 U.S. insurers have gained efficiencies and enabled critical business improvements with a 99.9% accuracy rate.
Revolutionizing lending in today's digital worldExperian
Imagine a world where the lending journey is streamlined and aligned with today's innovative technologies. A world where income and asset verification happen real-time. No need to return to your customers and request even more paperwork to support their ability to pay. This presentation dives into how lenders can now bring financial data aggregation into the mainstream. With a simple interface, lenders can verify income and assets in minutes vs. days, leading to reduced processing times, improved revenue streams and higher customer satisfaction.
Relying on Data for Strategic Decision-Making--Financial Services ExperienceCloudera, Inc.
Many Federal agencies can benefit from the real-world experience of the financial services sector when it comes to best practices for big data management, cybersecurity, and fraud detection and mitigation. The reality is that most government organizations struggle to manage and reconcile financial information, as they must rely on a mix of legacy systems and newer applications to make fundamental business decisions. If you have big data challenges and are looking for a better way to streamline and secure data management to support your agency’s business and IT operations, plan to attend this session. This is your opportunity to understand how Hadoop can support your specific financial management mandates and help you use your organizational information to make defensible, data-driven decisions.
Data Enrichment Series: Data Enrichment Using Spectrum OnDemandPrecisely
Data powers analytics, driving industry workflows anywhere from identity resolution to site selection. Precisely’s robust data portfolio provides the variety of datasets needed to conduct
complex analytics across industries.
Built for versatility, these datasets can be used in Precisely software environments to enrich existing location and consumer data for deeper business insights.
View this on-demand webinar to learn how to:
• Identify unique characteristics about your best customers
• Improve targeting, acquisition, and retention
• Understand customer profitability
A Business-first Approach to Building Data Governance ProgramsPrecisely
Traditional data governance initiatives fail by focusing too heavily on policies, compliance, and enforcement, which quickly lose business interest and support. This leaves data management and governance leaders having to continually make the case for data governance to secure business adoption. In this presentation, we share a lean, business-first data governance approach that connects key initiatives to governance capabilities and quickly delivers business value for the long-term.
The Secret to Acquiring and Retaining Customers in Financial ServicesPerficient, Inc.
Data, when leveraged effectively, can help you segment and target customers, analyze spending habits, and can create a personalized experience that builds value and customer loyalty.
Without a 360-degree view of your customers, you can’t properly target them with real-time personalized offers, advice, and other services. In addition, lack of customer intelligence creates lost opportunities for banks and insurers to cross-sell and upsell new products and services.
Our one-hour webinar covered how customer intelligence platforms can help you engage, acquire, and retain customers.
Retail Site Selection in a World of Digital TransformationPrecisely
The need for intelligent data-driven decisions on site selection has just received a turbo-charge, and the risk profile of making the wrong decision is now increased. Discover the fundamental data, analytical methods and insights needed to locate high-performing sites regardless of the retail industry segment. To optimize doesn’t always mean to grow; it can also mean identifying where to reduce physical investment and drive channel shift strategies. Learn how to make such data-driven retail decisions in the current, complex environment.
Code Red for CODE-P: What’s a Customer Omnichannel Digital Experience Platfor...Precisely
As customer communications management (CCM) continues to evolve to a more customer experience management (CXM) focus for companies at a rapid pace, we are seeing a new category emerge in the market. CODE-P’s, or Customer Omnichannel Digital Experience Platforms, enable organizations to offer a holistic approach to managing all customer communications – transactional, servicing and marketing – while simultaneously creating a more seamless and cohesive end-customer experience. The impact of this shift is significant – 63% of bank customers for example, say they would switch banks if communications don’t meet expectations. But if you’re trying to combine legacy systems it’s not an easy task, as fragmented systems were not designed to evolve together leaving you at risk for significant customer attrition.
With the recent announcement of the acquisition of CEDAR CX by Precisely, this new CODE-P category is taking shape, combining the expertise of hosted managed service platforms with legacy CCM service providers. And Aspire believes this cloud-based solution will help companies further fast-track changes and innovation in regulated communications. Join this Aspire-hosted webinar to hear from experts Kaspar Roos, founder & CEO of Aspire; Greg Van den Heuvel, EVP & GM of Precisely; and Richard Bishop, Sales EVP of Precisely, on the future of this space and the impact customer communications can make on the success of your CX.
How to Build Data Governance Programs That Lasts: A Business-First ApproachPrecisely
Data analytics and Artificial Intelligence play an increasingly pivotal role in most modern organizations. To keep those initiatives on track, enterprises must roll out data governance programs to ensure optimal business value. Data governance has become a fundamental element of success, a key to establishing the component of the data integrity framework in any business. The most successful data governance programs use a business-first approach, delivering quick wins and cultivating sustained success throughout the organization. Unfortunately, many organizations neglect to implement such programs until they experience a negative event that highlights the absence of good data governance. That could be a data breach, a breakdown in data quality, or a compliance action that highlights the lack of effective controls. Once that happens, there are several different paths a data governance initiative might take. A typical scenario often plays out this way: The executive team calls for implementation of a company-wide data governance program. The newly-minted data governance team forges ahead, engaging business users throughout the organization and expecting that everyone will be aligned around a common purpose.
The term “alternative data” is tossed about in the industry, but what types of alternative data can truly be used when lenders want to make a credit decision? How can it be leveraged to help you grow your credit portfolio wisely? What insights can you glean to expand your consumer universe?
Uncover some of the latest trends attached to the non-prime universe and learn the latest around alternative credit data. This deck additionally explores how some of the newest attributes can benefit lenders of all sizes.
Overwhelmed with data from different sources and systems?Acquia
We know a well-defined customer data management framework can help ensure that valuable customer data is not locked up in silos, but rather flows freely across the organization, not only providing a single source of truth to marketing and other customer-facing functions such as sales and service; but also enabling real-time, data-driven responses to customer actions.
According to Forrester, “On average, between 60% and 73% of all data within an enterprise goes unused for analytics.” Today there is a data deluge in most organizations, where millions of data points are coming into the system from thousands of customer touchpoints across diverse channels, platforms and devices.
Organisations first need to understand what and how data needs to be ingested into the system to effectively use a customer data platform.
The problem is, many of us face multiple challenges with integrating a CDP with all current/pre-existing relevant systems (BI, CRM, MA, 3rd Party Industry Data, etc.).
In this session (https://youtu.be/yzH_DS-Mkl8) you will learn:
- The first step in building a practical customer data integration plan and strategy.
- How to unify all data from different sources to gain a 360° view of customers (Identity Resolution)
- How to strategically and effectively deliver relevant and useful experiences based on customer data at scale
AI-Ready Data - The Key to Transforming Projects into Production.pptxPrecisely
Moving AI projects from the laboratory to production requires careful consideration of data preparation. Join us for a fireside chat where industry experts, including Antonio Cotroneo (Director, Product Marketing, Precisely) and Sanjeev Mohan (Principal, SanjMo), will discuss the crucial role of AI-ready data in achieving success in AI projects. Gain essential insights and considerations to ensure your AI solutions are built on a solid foundation of accurate, consistent, and context-rich data. Explore practical insights and learn how data integrity drives innovation and competitive advantage. Transform your approach to AI with a focus on data readiness.
Building a Multi-Layered Defense for Your IBM i SecurityPrecisely
In today's challenging security environment, new vulnerabilities emerge daily, leaving even patched systems exposed. While IBM works tirelessly to release fixes as they discover vulnerabilities, bad actors are constantly innovating. Don't settle for reactive defense – secure your IT with a layered approach!
This holistic strategy builds multiple security walls, making it far harder for attackers to breach your defenses. Even if a certain vulnerability is exploited, one of the controls could stop the attack or at least delay it until you can take action.
Join us for this webcast to hear about:
• How security risks continue to evolve and change
• The importance of keeping all your systems patched an up-to-date
• A multi-layered approach to network, system object and data security
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How RingCentral Optimized Account-Based Insights and Buyer Intelligence To Ra...G3 Communications
Access the full webcast here: https://dg-r.co/2L5QdrM
Data fuels every marketer’s strategy, but not all data is created equal. To be successful today, marketers need to be able to effectively analyze, optimize and maintain data accuracy as the first steps to gaining true insight. This is particularly true for account-based programs, where visibility into key decision makers is imperative. As the saying goes, “Garbage in, garbage out.” If the data going into your CRM is incomplete, incorrect or simply not the right data, any programs that rely on that data will deliver disappointing results.
During this webinar, David Cowings, Chief Marketing Data Scientist at RingCentral, and Chris Lynde, CEO of SaleScout Data Solutions, will share the steps needed to optimize buyer contact data and sales intelligence, with real-life insights from RingCentral’s demand gen data optimization process.
Effective Intelligence assists corporations manage their customer information as a strategic asset. At EI, we have experience in nearly every vertical and have worked with 65% of companies on the JSE. Customer Information is the common thread that ties all our data, analytics and technology services together. As managers of the largest customer database in Southern Africa, we’re able to build single customer views and actionable audience segmentations that inspire smarter, better targeted, highly effective customer communication.
How Effective Intelligence can assist you manage your customer data as a strategic asset. At EI, we’re able to build single customer views and actionable audience segmentations that inspire smarter, better targeted, highly effective customer communication.Call us today on 0861 000 452 for an obligation free quote or visit www.e-intelligence.com
Unlock the Power of Handwriting Recognition to Optimize Your Business ProcessesZia Consulting
While OCR technology has evolved substantially, it still struggles with handwriting recognition. However, modern machine learning offers new tools to solve long-standing challenges. New software solutions can now optimize complex business processes by turning even hand-filled paper documents into business-ready data automatically.
Learn how leading insurance, financial services, and healthcare companies are leveraging new technology to automate processing of their paper-to-digital operations (including handwritten forms). You’ll hear how New York Life and five of the top 10 U.S. insurers have gained efficiencies and enabled critical business improvements with a 99.9% accuracy rate.
Revolutionizing lending in today's digital worldExperian
Imagine a world where the lending journey is streamlined and aligned with today's innovative technologies. A world where income and asset verification happen real-time. No need to return to your customers and request even more paperwork to support their ability to pay. This presentation dives into how lenders can now bring financial data aggregation into the mainstream. With a simple interface, lenders can verify income and assets in minutes vs. days, leading to reduced processing times, improved revenue streams and higher customer satisfaction.
Relying on Data for Strategic Decision-Making--Financial Services ExperienceCloudera, Inc.
Many Federal agencies can benefit from the real-world experience of the financial services sector when it comes to best practices for big data management, cybersecurity, and fraud detection and mitigation. The reality is that most government organizations struggle to manage and reconcile financial information, as they must rely on a mix of legacy systems and newer applications to make fundamental business decisions. If you have big data challenges and are looking for a better way to streamline and secure data management to support your agency’s business and IT operations, plan to attend this session. This is your opportunity to understand how Hadoop can support your specific financial management mandates and help you use your organizational information to make defensible, data-driven decisions.
Data Enrichment Series: Data Enrichment Using Spectrum OnDemandPrecisely
Data powers analytics, driving industry workflows anywhere from identity resolution to site selection. Precisely’s robust data portfolio provides the variety of datasets needed to conduct
complex analytics across industries.
Built for versatility, these datasets can be used in Precisely software environments to enrich existing location and consumer data for deeper business insights.
View this on-demand webinar to learn how to:
• Identify unique characteristics about your best customers
• Improve targeting, acquisition, and retention
• Understand customer profitability
A Business-first Approach to Building Data Governance ProgramsPrecisely
Traditional data governance initiatives fail by focusing too heavily on policies, compliance, and enforcement, which quickly lose business interest and support. This leaves data management and governance leaders having to continually make the case for data governance to secure business adoption. In this presentation, we share a lean, business-first data governance approach that connects key initiatives to governance capabilities and quickly delivers business value for the long-term.
The Secret to Acquiring and Retaining Customers in Financial ServicesPerficient, Inc.
Data, when leveraged effectively, can help you segment and target customers, analyze spending habits, and can create a personalized experience that builds value and customer loyalty.
Without a 360-degree view of your customers, you can’t properly target them with real-time personalized offers, advice, and other services. In addition, lack of customer intelligence creates lost opportunities for banks and insurers to cross-sell and upsell new products and services.
Our one-hour webinar covered how customer intelligence platforms can help you engage, acquire, and retain customers.
Retail Site Selection in a World of Digital TransformationPrecisely
The need for intelligent data-driven decisions on site selection has just received a turbo-charge, and the risk profile of making the wrong decision is now increased. Discover the fundamental data, analytical methods and insights needed to locate high-performing sites regardless of the retail industry segment. To optimize doesn’t always mean to grow; it can also mean identifying where to reduce physical investment and drive channel shift strategies. Learn how to make such data-driven retail decisions in the current, complex environment.
Code Red for CODE-P: What’s a Customer Omnichannel Digital Experience Platfor...Precisely
As customer communications management (CCM) continues to evolve to a more customer experience management (CXM) focus for companies at a rapid pace, we are seeing a new category emerge in the market. CODE-P’s, or Customer Omnichannel Digital Experience Platforms, enable organizations to offer a holistic approach to managing all customer communications – transactional, servicing and marketing – while simultaneously creating a more seamless and cohesive end-customer experience. The impact of this shift is significant – 63% of bank customers for example, say they would switch banks if communications don’t meet expectations. But if you’re trying to combine legacy systems it’s not an easy task, as fragmented systems were not designed to evolve together leaving you at risk for significant customer attrition.
With the recent announcement of the acquisition of CEDAR CX by Precisely, this new CODE-P category is taking shape, combining the expertise of hosted managed service platforms with legacy CCM service providers. And Aspire believes this cloud-based solution will help companies further fast-track changes and innovation in regulated communications. Join this Aspire-hosted webinar to hear from experts Kaspar Roos, founder & CEO of Aspire; Greg Van den Heuvel, EVP & GM of Precisely; and Richard Bishop, Sales EVP of Precisely, on the future of this space and the impact customer communications can make on the success of your CX.
How to Build Data Governance Programs That Lasts: A Business-First ApproachPrecisely
Data analytics and Artificial Intelligence play an increasingly pivotal role in most modern organizations. To keep those initiatives on track, enterprises must roll out data governance programs to ensure optimal business value. Data governance has become a fundamental element of success, a key to establishing the component of the data integrity framework in any business. The most successful data governance programs use a business-first approach, delivering quick wins and cultivating sustained success throughout the organization. Unfortunately, many organizations neglect to implement such programs until they experience a negative event that highlights the absence of good data governance. That could be a data breach, a breakdown in data quality, or a compliance action that highlights the lack of effective controls. Once that happens, there are several different paths a data governance initiative might take. A typical scenario often plays out this way: The executive team calls for implementation of a company-wide data governance program. The newly-minted data governance team forges ahead, engaging business users throughout the organization and expecting that everyone will be aligned around a common purpose.
The term “alternative data” is tossed about in the industry, but what types of alternative data can truly be used when lenders want to make a credit decision? How can it be leveraged to help you grow your credit portfolio wisely? What insights can you glean to expand your consumer universe?
Uncover some of the latest trends attached to the non-prime universe and learn the latest around alternative credit data. This deck additionally explores how some of the newest attributes can benefit lenders of all sizes.
Overwhelmed with data from different sources and systems?Acquia
We know a well-defined customer data management framework can help ensure that valuable customer data is not locked up in silos, but rather flows freely across the organization, not only providing a single source of truth to marketing and other customer-facing functions such as sales and service; but also enabling real-time, data-driven responses to customer actions.
According to Forrester, “On average, between 60% and 73% of all data within an enterprise goes unused for analytics.” Today there is a data deluge in most organizations, where millions of data points are coming into the system from thousands of customer touchpoints across diverse channels, platforms and devices.
Organisations first need to understand what and how data needs to be ingested into the system to effectively use a customer data platform.
The problem is, many of us face multiple challenges with integrating a CDP with all current/pre-existing relevant systems (BI, CRM, MA, 3rd Party Industry Data, etc.).
In this session (https://youtu.be/yzH_DS-Mkl8) you will learn:
- The first step in building a practical customer data integration plan and strategy.
- How to unify all data from different sources to gain a 360° view of customers (Identity Resolution)
- How to strategically and effectively deliver relevant and useful experiences based on customer data at scale
Similar to 9,000 Ways to Optimize Outcomes in Financial Services (20)
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Building a Multi-Layered Defense for Your IBM i SecurityPrecisely
In today's challenging security environment, new vulnerabilities emerge daily, leaving even patched systems exposed. While IBM works tirelessly to release fixes as they discover vulnerabilities, bad actors are constantly innovating. Don't settle for reactive defense – secure your IT with a layered approach!
This holistic strategy builds multiple security walls, making it far harder for attackers to breach your defenses. Even if a certain vulnerability is exploited, one of the controls could stop the attack or at least delay it until you can take action.
Join us for this webcast to hear about:
• How security risks continue to evolve and change
• The importance of keeping all your systems patched an up-to-date
• A multi-layered approach to network, system object and data security
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ii. Best practices for successfully migrating to the cloud
iii. Real-world customer stories
Unlocking the Power of Your IBM i and Z Security Data with Google ChroniclePrecisely
In today's ever-evolving threat landscape, any siloed systems, or data leave organizations vulnerable. This is especially true when mission-critical systems like IBM i and IBM Z mainframes are not included in your security planning. Valuable security data from these systems often remains isolated, hindering your ability to detect and respond to threats effectively.
Ironstream and bridge this gap for IBM systems by integrating the important security data from these mission-critical systems into Google Chronicle where it can be seen, analyzed and correlated with the data from other enterprise systems Here's what you'll learn:
• The unique challenges of securing IBM i and Z mainframes
• Why traditional security tools fall short for mainframe data
• The power of Google Chronicle for unified security intelligence
• How to gain comprehensive visibility into your entire IT ecosystem
• Real-world use cases for integrating IBM i and Z security data with Google Chronicle
Join us for this webcast to hear about:
• The unique challenges of securing IBM i and IBM Z systems
• Real-world use cases for integrating IBM i and IBM Z security data with Google Chronicle
• Combining Ironstream and Google Chronicle to deliver faster threat detection, investigation, and response times
Unlocking the Potential of the Cloud for IBM Power SystemsPrecisely
Are you considering leveraging the cloud alongside your existing IBM AIX and IBM I systems infrastructure? There are likely benefits to be realized in scalability, flexibility and even cost.
However, to realize these benefits, you need to be aware of the challenges and opportunities that come with integrating your IBM Power Systems in the cloud. These challenges range from data synchronization to testing to planning for fallback in the event of problems.
Join us for this webcast to hear about:
• Seamless migration strategies
• Best practices for operating in the cloud
• Benefits of cloud-based HA/DR for IBM AIX and IBM i
It can be challenging display and share capacity data that is meaningful to end users. There is an overabundance of data points related to capacity, and the summarization of this data is difficult to construct and display.
You are already spending time and money to handle the critical need to manage systems capacity, performance and estimate future needs. Are you it spending wisely? Are you getting the level of results from your investment that you really need? Can you prove it?
The good news is that the return on investment of implementing capacity management and capacity planning is most definitely positive and provable, both in terms of tangible monetary value and in some less tangible but no-less-valuable benefits.
Join us for this webinar and learn:
• Top Trends in Capacity Management
• Common customer pain points
• Ways to demonstrate these benefits to your company
Automate Studio Training: Materials Maintenance Tips for Efficiency and Ease ...Precisely
Ready to improve efficiency, provide easy to use data automations and take materials master (MM) data maintenance to the next level?
Find out how during our Automate Studio training on March 28 – led by Sigrid Kok, Principal Sales Engineer, and Isra Azam, Sales Engineer, at Precisely.
This session’s for you if you want to discover the best approaches for creating, extending or maintaining different types of materials, as well as automating the tricky parts of these processes that slow you down.
Greater control over your Automate Studio business processes means bigger, better results. We’ll show you how to enable your business users to interact with SAP from Microsoft Office and other familiar platforms – resulting in more efficient SAP data management, along with improved data integrity and accuracy.
This 90-minute session will be filled with a variety of topics, including:
real world approaches for creating multiple types of materials, balancing flexibility and power with simplicity and ease of use
tips on material creation, including
downloading the generated material number
using formulas to format prior to upload, such as capitalization or zero padding to make it easy to get the data right the first time
conditionally require fields based on other field entries
using LOV for fields that are free form entry for standard values
tips on modifying alternate units of measure, building from scratch using GUI scripting
modify multiple language descriptions, build from scratch using a standard BAPI
make end-to-end MM process flows more of a reality with features including APIs and predictive AI
Through these topics, you’ll gain plenty of actionable takeaways that you can start implementing right away – including how to:
improve your data integrity and accuracy
make scripts flexible and usable for automation users
seamlessly handle both simple and complex parts of material master
interact with SAP from both business user and script developers’ perspectives
easily upload and download data between SAP and Excel – and how to format the data before upload using simple formulas
You’ll leave this session feeling ready and empowered to save time, boost efficiency, and change the way you work.
Automate Studio reduces your dependency on technical resources to help you create automation scenarios – and our team of experts is here to make sure you get the most out of our solution throughout the journey.
Questions? Sigrid & Isra will be ready to answer them during a live Q&A at the end of the session.
Who should attend:
Attendees who will get the most out of this session are Automate Studio developers and runners familiar with SAP MM. Knowledge of Automate Studio script creation is nice to have, but not required.
Leveraging Mainframe Data in Near Real Time to Unleash Innovation With Cloud:...Precisely
Join us for an insightful roundtable discussion featuring experts from AWS, Confluent, and Precisely as they delve into the complexities and opportunities of migrating mainframe data to the cloud.
In this engaging webinar, participants will learn about the various considerations, strategies, and customer challenges associated with replicating mainframe data to cloud environments.
Our panelists will share practical insights, real-world experiences, and best practices to help organizations successfully navigate this transformative journey.
Whether you're considering migrating and modernizing your mainframe applications to cloud, or augmenting mainframe-based applications with data replication to cloud, this roundtable will provide valuable perspectives and insights to maximize the benefits of migrating mainframe data to the cloud.
Join us on March 27 to gain a deeper understanding of the opportunities and challenges in this evolving landscape.
Data Innovation Summit: Data Integrity TrendsPrecisely
Data integrity remains an evolving process of discovery, identification, and resolution. With an all-time low in public confidence on data being used for decision-making, attention has gradually shifted to data quality and data integration across multiple systems and frameworks. Data integrity becomes a focal point again for companies to make strategic moves in a world facing an evolving economy.
Key takeaways:
· How to build a data-driven culture within your organization
· Tips to engage with key stakeholders in your business and examples from other businesses around the world
· How to establish and maintain a business-first approach to data governance
· A summary of the findings from a recent survey of global data executives by Drexel University's LeBow College of Business
AI You Can Trust - Ensuring Success with Data Integrity WebinarPrecisely
Artificial Intelligence (AI) has become a strategic imperative in a rapidly evolving business landscape. However, the rush to embrace AI comes with risks, as illustrated by instances of AI-generated content with fake citations and potentially dangerous recommendations. The critical factor underpinning trustworthy AI is data integrity, ensuring data is accurate, consistent, and full of rich context.
Attend our upcoming webinar, "AI You Can Trust: Ensuring Success with Data Integrity," as we explore organizational challenges in maintaining data integrity for AI applications and real-world use cases showcasing the transformative impact of high-integrity data on AI success.
During this panel discussion, we'll highlight everything from personalized recommendations and AI-powered workflows to machine learning applications and innovative AI assistants.
Key Topics:
AI Use Cases with Data Integrity: Discover how data integrity shapes the success of AI applications through six compelling use cases.
Solving AI Challenges: Uncover practical solutions to common AI challenges such as bias, unreliable results, lack of contextual relevance, and inadequate data security.
Three Considerations of Data Integrity for AI: Learn the essential pillars—complete, trusted, and contextual—that underpin data integrity for AI success.
Precisely and AWS Partnership: Explore how the collaboration between Precisely and Amazon Web Services (AWS) addresses these challenges and empowers organizations to achieve AI-ready data.
Join our panelists to unlock the full potential of AI by starting your data integrity journey today. Trust in AI begins with trusted data – let's future-proof your AI together.
Less Bias. More Accurate. Relevant Outcomes.
Optimisez la fonction financière en automatisant vos processus SAPPrecisely
La fonction finance est au cœur du succès de l’entreprise, et doit aussi évoluer pour faire face aux enjeux d’aujourd’hui : aller plus vite, traiter plus d’informations et assurer une qualité des données sans faille.
Nous vous proposons de découvrir ensemble comment répondre à ces défis, notamment les points suivants :
Gérer les référentiels comptables et financiers, comptes comptables, clients, fournisseurs, centres de couts, centres de profits…Accélérer les clôtures et permettre de passer les écritures comptables nécessaires, de lancer les rapports adéquats et d’extraire les informations en temps réelOrganiser les taches en les affectant de manière ordonnancée à leurs responsables ou en les lançant automatiquement et les suivre de manière granulaire
Notre webinaire sera l’occasion d’évoquer et d’illustrer cette palette de capacités disponibles pour des utilisateurs métier sans code ou avec peu de code et nous vous espérons nombreux.
In dieser Präsentation diskutieren wir, welche Tools aus unserer Sicht dabei helfen, die Transformation zu SAP S/4HANA optimal zu gestalten. Aber wir blicken auch nach vorne!
In unserem Beitrag fokussieren wir uns nicht nur auf kurzfristige Lösungen, sondern es geht auch um das Thema „Nachhaltigkeit“. Um Investitionen für die Zukunft.
Dazu gehören Entwicklungen, die die SAP Welt nachhaltig verändern werden.
Wir betrachten zukünftige Technologien, wie KI oder Machine Learning, die dazu beitragen, datenintensive SAP Prozesse zu optimieren, die Datenqualität zu verbessern, manuelle Prozesse zu reduzieren und Mitarbeiter zu entlasten.
Werfen Sie mit uns einen Blick in die Zukunft und gestalten Sie die digitale Transformation in Ihrem Unternehmen mit.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
3. Exploding need for trusted data
83% of CEOs
want their
organization to be
more data-driven
Digital transformation
investments to
top $6.8 trillion
globally by 2023
68% of Fortune 1000
businesses now
have CDOs – up 6x
in the last decade
Global data
infrastructure spending
expected to reach
$200 billion this year
Data is the fuel for decision-making today
3
IDC IDC Gartner Forbes
4. Source: Corinium Intelligence 2021
73%
say a lack of
technology or
services to facilitate
data integration is
creating challenges
for their teams
82%
say data quality
concerns represent
a barrier to their
digital transformation
projects
80%
find it challenging
to ensure data is
enriched at scale
consistently
82%
say deploying
accessible location
data across their
enterprises is
challenging
There’s still work to do
4
We surveyed 300+ C-Level Data Executives in the Americas, EMEA and Asia Pacific
5. LOCATION
MASTER DATA
MANAGEMENT
GOVERNANCE
& QUALITY
ENRICHMENT INTEGRATION
Your unique data
integrity journey
will reflect your
business
needs
Data
Integrity
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
• Enrichment is a critical component to data
integrity in the Financial Services vertical
6. How does location data inform decisions in FS?
Credit Card
How do I drive
more card
transactions
via location
understanding?
Mortgage
Improved
understanding
of comps in
volatile market?
Commercial
Lending
How do I
efficiently
understand
collateral?
ESG
How do extreme
weather events
affect the
creditworthiness
of my portfolio?
Investment
Banking
What alternative
data helps me
better understand
investment
opportunities?
Network
Optimization
Where are my
customers and
how do they
want to interact
with me?
6
7. Real world data challenges in Financial Services
• Neighborhoods
• School Districts
• Points of Interest
• Risk
• Location ID/Lat & Long
• Business Locations
• Demographics
• Weather
• Global Boundaries
• Mobile Data
• Points of Interest
• Risk
• Location ID/Lat & Long
• Property Attributes
• Mobile Data
MORTGAGE CREDIT CARD ESG
• Location ID/Lat & Long
• Demographics
• Property Attributes
• Mobile Data
• Points of Interest
• Risk
• Mobile Data
• Demographics
• Location ID/Lat & Long
• Property Graph
• Risk
• Property Attributes
CROSS SELL/UP SELL INVESTMENT BANKING COMMERCIAL LENDING
• Address Fabric
• Business Locations
• Mobile Data
• Demographics
• Travel Time/Distance
• Bank Deposits
NETWORK
OPTIMIZATION
• Location ID/Lat & Long
• Administrative
Boundaries
• Business Locations
TRANSACTION
MONITORING
10. Fraud is of increasing concern across the financial services sector
How many people of businesses attempted to
defraud your organization in the past 12 months?
Growth Mid-market Enterprise
None
0%
0%
0%
71%
1 – 1,000
63%
26%
1,000 – 10,000
25%
22%
58%
Over 10,000
10%
6%
17%
Unable to
determine
2%
0%
0%
Key Findings of the True Cost of Fraud Study:
Financial Services and Lending
Attacks and Costs: Fraud costs and attack volumes for financial services
firms remain significantly higher compared to before the pandemic.
Costs continued to rise above early 2020 levels, with banks reporting the
highest figure of $4.36 for every $1 of fraud loss. Mortgage firms also had
a comparably higher cost of $4.20 for every $1 lost to fraud.
…And it’s only going to get worse
Aite-Novarica Group believed that synthetic identity fraud for unsecured
U.S. credit products is expected to grow from $1.8 Billion in 2021 to $2.42
Billion in 2023.
It also found that, in a survey of top fraud executives, “synthetic
identities resulting from application fraud” as the number one threat
they are most concerned about in the near future.
Source: LexisNexis from 2022 Source: PaymentsJournal.com article from May 2022
Source: Alloy report from 2022
How much do you estimate your organization
lost through fraud over the last 12 months?
4%
No fraud losses
$1-$100,000 6%
$100,001-$500,000 21%
$500,001-$1,000,000 43%
$1,000,001-$10,000,000 24%
Over $10,000,000 3%
Unable to determine 0%
Source: Alloy report from 2022
11. Common
process
and technology
gaps regarding
addresses
within Financial
Services
Address issues typically identified by Internal Audit, Fraud
and Data Governance as Risk
ADDRESS
SHARING
There is also no ability
to see how many
account mailing
addresses are the same
across wealth clients
ADDRESS
FLAGGING
Current technology
does not check and
flag client mailing
addresses that are
non-residential
ADDRESS
ATTRIBUTES
Difficulty seeing
other data related to
an account mailing
address, such as
nearby businesses
12. Several capabilities are required
to achieve the requirements
Validate addresses across multiple dimensions:
Address validity, property type, business registration if commercial property, CMRA address e.g., UPS store
Good Address Bad/Incorrect Commercial
Residential High-Rise Abandoned
Vacant Lot
Mail Receiving
Agency
Correctional
Center
13. Several capabilities are required
to achieve the requirements (continued)
Append other property attributes to a geocoded
address, such as points of interest to understand
nearby businesses at a given location
Check if there are multiple account holders with
the same mailing address, or a single account
holder with multiple mailing addresses
Sporting Goods
Dealership
Recreational Center
Auto Repair
Account Holder
123 Parkway Dr.
Account Holder
101 State St.
456 Parkway Dr.
987 Main St.
Account Holder
123 Parkway Dr.
Account Holder
123 Parkway Dr.
14. Insights Produced With Address Validation and Enrichment reduce risk.
Positive Business Outcomes from Address
Enhancement
• Address validity
• High-rise
• Single family/tenant
• Residential vs. commercial
• If commercial address – businesses registered there
• Good address, vacant lot
• Good address, abandoned building
• Commercial Mailing Receiving Agency (CMRA – “UPS Store”)
• Good address, but non-USPS deliverable
The Precisely team found the following results:
• Commercial businesses registered at an address
• Correctional center
• Addresses that require secondary address information
(Suite or apt)
• Residential dwelling – ownership names
• Home property value
• Multiple account holders at
same address
• Same account holder at same address with
multiple accounts
Additional data points
15. Add context to credit card transactions
to increase customer satisfaction
16. Presentation name
16
58%
of credit cardholders surveyed by
Experian said they need help
understanding their credit card
statements.
(Source: Experian)
47%
47% of credit cardholders surveyed by
CreditCards.com said they have had to
contact their credit card company to
clarify a transaction on their statement.
(Source: CreditCards.com)
Lack of
insights
is costly
17. Enrich transactions to add context
Credit card transactions provide limited information
about the vendor.
Presentation name
17
Utilize Data Sets to enrich your data, transactions,
and more! Providing customers with enhanced details
that provide peace of mind and a better experience.
18. Data Enrichment Opportunities
for Card Providers
Location Data Intelligence
• Leverage Branded Card first
party location data to gain
additional insights around
customers to augment
purchase-based observations
• Visitation behaviors
• Brand affinity
• Where do consumers go and
NOT use their Branded card
for payment
• Cross-shopping behaviors
18
Purchase Based Intelligence
• Organize, analyze, and present
data collected from
cardholders to help gain a
better understanding of
purchase behaviors
• Transaction counts by location,
region, etc.
• Basket sizes and basket size
comparisons
• Trade Areas by consumer
neighborhood
• Identify "nearby" stores to
places where a card is used
Marketing Segments
• Leverage location data and
purchase data to create
marketing profiles and
segments
• New customers
• Lapsed customers
• Frequent customers
• High Spenders
• Profiles: Fitness Enthusiasts,
fast-food fans, outdoor
enthusiasts, etc.
19. World Boundaries Premium includes:
• Administrative data, such as county, district, and locality
• Neighborhood location
• Postcodes
• Land use overlays including features of interest like airports,
hospitals, schools, and golf courses
• Identification of areas of disputed territory
• English and local language boundary names
A structured hierarchy for over 800,00
unique named locations:
• Level 1: Country
• Level 2: State or equivalent
• Level 3: District or equivalent
• Level 4: City or town
• Level 5: Locality or first level neighborhood
• Level 6: Second level neighborhood
Enable Search and Improve Transaction Detail with World
Boundaries Premium
19
23. Presentation name
Understand complex multi-family
properties around lending
23
• Identify risks that may affect multifamily properties to
assess loan performance.
• Develop modeling tools with accurate data to predict
the financial impact of future events, like floods, fires, etc.
Identify:
• Co-tenancy risk
• Adjacency risk
• Commercial property risk
24. Common
questions
related to
large, complex
properties.
What is the size
and scope of
multi-family
properties?
What changes
have occurred
to this property
over time?
What is the risk
at this
property?
How accurate
is our valuation
of this
property?
25. Business Objectives
Understand the complexities of properties in their portfolio as
well as relationships between these properties
• How many addresses are part of a multi-dwelling
unit/complex
• How many addresses share a primary address
• How many sub-units are at a given location
• How many addresses are within the same building
• How many locations are within the same parcel
• How many businesses exist in each building and complex
• What are the characteristics of each building
• How is risk impacted by additional parcels/buildings related
to an address
26. 2681 Monterey Hwy, San Jose, CA 95111
26
1 Input Address Output: 446 total buildings on shared parcel
28. Impact on portfolio risk
28
Wildfire Risk in Aspen, CO
• Address and primary building fall in
• Additional buildings on shared parcels fall in
29. How do deep property insight deliver positive
business outcomes for complex property analysis?
Environment
Better
understand
environmental
risk on large,
complex
properties
Accurate
Comps
Streamline
process of
finding
comparable
properties of
similar size and
composition
Insurance
Improved
assessment
of
insurance
needs
Counterparty
Risk
Improve visibility
of counterparty
risk by
understanding
common
ownership
Property
Change
Power time series
models to
understand
change in a
properties over
time
Collateral
Assessment
Create better
collateral value
models with
improved
perspective on
the extent of a
property
29
31. Selecting a data
vendor
6 things you
should consider
• Data transparency
• Commitment to quality
• Consistent, user-friendly
• Multi-sourced & fresh
• Flexible delivery options
• End-to-end data integrity
32. Data Enrichment – A global product portfolio
Addresses & Property
Verified and validated address and
property data for map display and
analytics
Boundaries
Administrative, community, and
industry-specific boundaries for data
enrichment and territory analysis
Demographics
Demographic and consumer context
data for better understanding people
and behavior
Points of Interest
Detailed business, leisure, and
geographic features for location
and competitive intelligence
Streets
Robust street-level data for mapping,
analysis, routing, and geocoding
Risk
Natural hazard boundaries related to
flood, fire, earthquakes, and weather
Expertly curated datasets containing thousands of attributes for faster, confident decisions
33. Why Precisely
We offer a complete solution for our
telecom customers:
• Hyper-accurate addresses and
location attributes
• Broader enrichment
of addresses with valuable context
• Collaborative solution approach
and continuous support
35. Simplifying Risk Management
Geo addressing and Data
products are available to our
customers via the Precisely
Data Experience (PDX)
File format options will
be available per the
licensing terms of the
customer contract
36. Try it out
for yourself!
developer.precisely.com
Simplifying Risk Management
37. Let’s continue the
conversation…
Contact us
Set up a 30-minute exploratory
conversation
+1-877-700-0970
“Get in touch” on www.precisely.com
www.precisely.com
Demos
White Papers
Case Studies
Thank you
Welcome
I’m your host
Trusted analytics and predictive data models require accurate, consistent, and contextual data. Even with the vast amount of internal business data available, Financial Services institutions are looking to trusted 3rd party data to fuel their business with new and relevant attributes to gain meaningful insights.
With over 9,000 data attributes in expertly curated, up-to-date business, location, and consumer data, Precisely is uniquely positioned to help Financial Services companies create new and innovative insights. Stay ahead of the competition and gain a competitive advantage with trusted data for confident business decisions.
Story points ---
Businesses rely on trusted data to make good business decisions.
Key business initiatives in 2022 revolve around transforming customer experiences, applying AI to proven business cases to derive new insights and increase efficiency, leveraging the power of location to solve new problems (optional light call out to covid-19 problems being solved), and ensuring that the business is secure and compliant.
Each of these initiatives is heavily dependent upon integrated, clean, accurate, contextualized, enriched data in order to deliver the maximum benefit to the organization. (Transition to next slide showing stats on data challenges.)
Everyone is on a journey to continuously improve the integrity of their data, better understand their business, and ultimately better serve their customers.
We’ve learned from our customers that there isn’t a standard, linear journey to data integrity that works for everyone… and that the days of large corporate initiatives are dead.
Customers told us that their business and IT teams are working more closely together than ever… jointly identifying the specific scope that delivers meaningful business impact.
And as a result, they tackle data integrity through distinct projects that give them business value… no matter where those steps fit into this journey… and then plan their next move.
And not surprisingly, that means they want solutions that give them the freedom to make those choices.
Data integrity is a journey. It’s continuous. And it requires best-in-class solutions working together to deliver value to the business.
Today’s topic – accelerating decision with third party data, speaks to the enrichment solutions in the data integrity journey
36% of credit cardholders surveyed by NerdWallet said they have been frustrated by errors on their credit card statements. (Source: NerdWallet)
33% of credit cardholders surveyed by MagnifyMoney said they have had to dispute a charge on their credit card statement. (Source: MagnifyMoney)
31% of credit cardholders surveyed by Bankrate said they would be more likely to switch credit card companies if their statements were easier to understand. (Source: Bankrate)
73% of credit cardholders surveyed by TransUnion said they would like to see more detailed information about their transactions on their statements. (Source: TransUnion)
69% of credit cardholders surveyed by Equifax said they would like to see more specific merchant names on their statements. (Source: Equifax)
63% of credit cardholders surveyed by FICO said they would like to be able to categorize their transactions on their statements. (Source: FICO)
57% of credit cardholders surveyed by VantageScore said they would like to be able to track their spending by category on their statements. (Source: VantageScore)
51% of credit cardholders surveyed by the Consumer Financial Protection Bureau (CFPB) said they would like to be able to set spending alerts on their statements. (Source: CFPB)
Here’s the next level of complexity – 3 seemingly unique addresses, which when run through pg reveal all part of the same apartment complex that has 45 buildings, 582 unique addresses
Florida 3 unique addresses insurance company story – same building
Here’s a perfect example of how wildfire risk can change when you consider adjacent parcels and structures
You see the main address is in downtown aspen, but the majority of the property actually extends up into the mountains with a much higher risk
If you don’t take the full site into consideration, the risk of wildfire is way underestimated
If you’re if your looking for data to provide this information, and you're going to be making decisions based on data, at scale,
You need a trusted data provider
Precisely has done the work of sourcing, and curating a broad portfolio of data products to meet the needs of _____use cases
Obviously address and property data is key
The benefit of Precisely is the depth, breadth and accuracy of the Enrich portfolio,
With a wide range of data solutions that are built to work interoperably
With that, just some parting words on why our Fintech clients have chosen precisely
It all starts with highly accurate address information, which we are confident is the best available on the market
Precisely then offers broad catalog of data enrichment with our global data portfolio
And lastly, we understand that every business is different
There is no such thing as one solution to fix them all
We here to collaborate and solution an approach that works for your business
Seed questions:
What are some challenges with global datasets?
Consistency across geo’s, interoperability btw disparate datasets to solve problems,
Everyone is talking about AI/ML : How will third party datasets be impacted by this need?
Always are better with more data to deeply improve your models….as long as the data quality can be validated(part of data integrity)
What kind of skill level is needed to leverage data optimally?
Resource and skills sets are getting scarce. Leverage a third party vendor that offers services to perform and automate some of your data processes
What types of privacy issues are involved in data enrichment?
Yes, this is a concern. Part of data integrity is governance to provide visibility and control around datasets with privacy policies
But don’t just take my word for it, try them out for yourself. Feel free to grab a screen shot or use the QR code to go directly to the page listed.
In the pricing section of this Developer Portal, you can sign up for a free 30 day trial.