Turning Data to Dollars™ in Financial Services: Business Analytics and the Five Key Profit Engines in Financial Services

How can financial services firms boost profitability and market share, and still cut costs? By transforming customer, product, and performance data into insights that assess the risk, outcomes, and probability of business decisions.

Data captured by financial institutions is loaded with potential. But using it to look into your business future, and to forecast what will happen next, requires the application of segmentation, visualization, and dashboard technologies.

Join Information Builders, and Jaime Fitzgerald, founder and CEO of Fitzgerald Analytics, to hear about how business analytics can turn Data to Dollars™ by making information your most important asset, pushing you ahead of your competition. Jaime will provide the road map that plots a quicker, more reliable course to analytical maturity, and will also discuss the Five Key Profit Engines in Financial Services.

Register Now!

Lunch is free but seating is limited, so reserve your spot today. Registration is subject to qualification.

Special meal requests (e.g., vegetarian, kosher, etc.) can be accommodated with prior notification. Contact us to make arrangements.

Reflections on the Master Data Management Conference

As a firm whose "strike zone" involves the translation of raw data into high-impact decisions, the Fitzgerald Analytics Team has long been passionate about the "analytic process." And if you define it broadly enough, the so-called "Analytics Value Chain" does indeed stretch...

1. From the origins of raw data...
2. ...to it's management within established standards, governance, and processes...
3. ...to it's inclusion in core data assets...
4. ...which are used as inputs to analytic platforms...
5. ...upon which analytic tools are built and deployed...
6. ...which are used within business processes...
7. ...to systematically make better, more profitable, decisions :-)

And while step #7 is "where the money is," the chain of causality stretches all the way back to step #1.


With this perspective in mind, our team took time out from client work to attend the CDI-MDM Summit last week, here in New York City. This is the premier conference focused exlusively on Master Data Management and Customer Data Integration, and was worth every penny, minute, and calorie we spent attending.


We will be posting a more extensive summary of takeaways, but at a high level, the event did a great job of showcasing the fact that good data management remains, as it has been for several decade now, the "great precondition." What I mean by that is that since modern business processes are build on information, the management of corporate data as a precious asset is required to enable C-level strategic objectives including:

1. Compliance and Risk Management
2. Agility and responsiveness to change (for example, to pursue new markets, segments, or partnerships)
   
3. Merger integration
4. Marketing ROI
5. Sales Force Effectiveness

...and many other objectives.

For more on analytics and data management, check out our Fitzgerald Analytics book recommendations at Amazon.

Jaime Fitzgerald
President
Fitzgerald Analytics, Inc.
Visit us at http://www.fitzgeraldanalytics.com

Fitzgerald Analytics