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Priya Sarathy headshot

Priya Sarathy

Priya Sarathy

Founder at Wheel Data Strategies
Track: Business Administration

Data-Driven Dynamics: Transforming Financial Services through Analytics

In financial services, the foundation of successful operations lies at the intersection of information, human relationships, and the core values of trust, and inclusion. Historically, the integration of process and technology has sculpted a robust framework essential for these core values to steer institutional operations. This presentation delves into the transformative role of data-driven analytics within financial services, examining its influence on operational methodologies, client engagement, and strategic decision-making.

We explore the historical engagement of banks with data analytics, highlighting how these practices have revolutionized operational and client services. Digital data streaming and advanced data-intensive AI approaches are not just demanding tech transformation but also creating a new normal for internal engagement models. By examining case studies and current trends, this presentation seeks to provide insights into the future trajectory of financial services, as the significance of data-driven decision-making permeates the organization.