Working with organizations across the country, I see a familiar miss-step in their strategic planning process. The process I’ve observed is as follows: Once a year a strategic planning event is scheduled with the Board and a few key executives The event starts with a “state of the industry today” presentation, typically by a consultant.…

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Financial institutions own amazing amounts of data that can provide valuable insights. How many FIs are taking advantage of this data for their strategic planning, decision-making or marketing? Data utilization is not just about mining for shiny objects; it’s also about collecting, aggregating, cleansing, reporting, visualizing and creating “I think” to “I know” because the…

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