Houses Can't Stand Without a Solid Foundation

Building a data foundation gets talked about like a technology project. It's really an operating problem, and most community banks underestimate what it takes.

The hard part isn't standing up a warehouse or building dashboards. It's everything beneath them: the governance, the cleanup, and turning raw data into something a lender or a CFO can act on first thing Monday morning. That same gap is why AI stalls at so many banks, since no AI initiative can be trusted without clean, accurate data running underneath it.

In this webinar, Kim Snyder, CEO & Founder of KlariVis, sits down with John Kowal, Chief Technology Officer at Peapack Private Bank & Trust, and Marcos Souza, Chief Data & Analytics Officer at KlariVis, to talk about what it actually takes to build a data foundation, where banks get stuck, and what changes once the foundation is real.

Our experts will help you:

• Recognize a data problem your reports are hiding, like a simple question that takes a week to answer and still comes back half right
• Put AI on your data safely, using a validation layer that checks its work and clear rules for when you need to be exactly right and when directionally right is enough
• Ask the right questions of your own team, from your top clients to their product use to who is a flight risk, and know what the answers are really telling you
• Understand why your report writer is really a business analyst, and what you risk when that person walks out the door
• Define your true top clients by weighing loans, wealth, and product use, not just who holds the biggest balance
  
  

We look forward to seeing you on August 12th at 2:00pm ET for this conversation.