Roadmap - Quant
weeks to complete Roadmap
10
Enterprise CRM provider
Salesforce
Bank Doug previously worked at
BMO
single source of truth providing full client overview
Client 360
CRM
Client Relationship Management
discovery interviews
26
Head of TI&I
Christina Kramer
Canadian Bank that has launched Precision Lender
BNS
Two primary drivers that we scored opportunities against
value and complexity
UX
User Experience
recommendation themes
6
primary data warehouse for commercial banking
CPI
Lending workflow vendor
nCino
leveraging advanced analytics to make product recommendations
cross-sell
TI&I
Technology, Infrastructure & Innovation
high-value opportunities
21
Name of Brad Fedosoff's enterprise team
ADA - Architecture, Data & Analytics
method to reach desired result through repeated cycles of trial and error - known as an ____ process
iterative
three foundational aspects of data quality
complete, accurate, timely
MDM
Master Data Management
Roadmap time horizon
5 years
Enterprise cloud provider
Microsoft Azure
storage repository that holds vast amounts of data in its native format
data lake
Utilizing data to forecast future events is an example of this type of analytics
Predictive Analytics
CDE
Critical Data Elements