We help financial services confidently transform, modernize, & evolve

Datos Insights is the leading research and advisory partner to the financial services industry. ​We help financial institutions, insurers, and their technology partners drive enterprise-wide change.​​

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of the top 100 global financial institutions

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annual executive interactions with advisors

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Life and P&C insurance carriers
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research reports per year

The Perfect Storm: Why Financial Services Must Adapt Now

50%

of financial institutions reported moderate to extreme impacts from business disruption from regulatory uncertainty

25%

of new banking revenue captured by fintech companies in North America, up from 18% in 2021

84%

increase in average catastrophic claim costs since 2020, driven by inflation and severe weather events

$5.9M

average cost per data breach in 2023, 42% higher than the global average across all industries

68%

of wealth management firms report moderate to severe impacts from fee compression

76%

of HNW clients under 55 would consider switching advisory firms for better technology experiences

Our Leadership Team

Kavitha Venkita

Kavitha Venkita

Chief Executive Officer
Jennifer Ham

Jennifer Ham

Chief Revenue Officer
Jessica Hampton

Jessica Hampton

Chief People Officer
Jeremy Bergsman

Jeremy Bergsman

Chief Delivery Officer
Julie Conroy

Julie Conroy

Chief Insights Officer
Kristin Herce

Kristin Herce

Chief Financial Officer
Wayne Mincey

Wayne Mincey

Executive Chair

Accelerating Financial Services Transformation Through Actionable Intelligence

In an era of rapid change, we empower firms across the financial services ecosystem to make high-stakes decisions with confidence and speed. Our distinctive combination of proprietary data, analytics, and deep practitioner expertise provides actionable insights that enable clients to accelerate critical initiatives, inspire decisive action, and de-risk strategic investments to achieve faster, bolder transformation.

Transform Decision Making

Gain strategic foresight to confidently navigate market shifts

Optimize Performance

Benchmark your operations against peers to drive efficiency and growth

Accelerate Key Initiatives

Identify emerging opportunities, de-risk your strategy, and reduce time-to-market

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