Customer Case Studies

Hear executive perspectives on their current challenges, the trends shaping the financial services and insurance industries, and what they value about their partnership with Datos Insights. 

Insurance

West Bend
Murali Nataranjan, Senior Vice President and CIO

“The buzzword in this day and age is all about AI; there is a lot of expectation from our Board and senior leadership team for IT to help navigate this uncertainty and implement meaningful use cases for our company with AI. The discussions we have had with Datos have been very helpful with that. ”

RSLI
Janine Kane, VP, Strategic Business Solutions

“One of the biggest things we did with [Datos Insights] was have them help us develop our RFP and evaluate vendors for our core systems transformation. They helped us evaluate everybody in the market, go down to our top three,… and helped us come to a decision on what technology we were going to use.”

Innoveo
Vinod Kachroo, CEO

“I love working with Datos for a couple reasons. One, you hire from the industry, so the people I’m talking to do understand the domain and understand my world. And the second thing is that you provide practical approaches to solve my challenges.”

Majesco
Melis Carroll, VP, Product Marketing

“We have a handful of Datos Insights Principals that we work really closely with. And a lot of times if we have questions, we can ask them personally. We’ll say, ‘Hey, we’re working on this. We have a quick question. Can you give us a little bit more intel, insights’, et cetera. And we get that information from them.”

Discover our Insurance offerings

Fraud & AML

Citi
Stacie Purcell, Director, Head of First Party Risk and Abuse

“Datos is a phenomenal partner for providing me with the access to the vendors that are out in the marketplace, helping me learn about the best technology in the market whether it’s coming from a big vendor or a smaller player. .”

Hawk
Chris Caruana, Head of Strategy

“They [Datos Insights] understand my world. They understand what it means to be a compliance officer, a head of fraud, a BSA officer, an AML program manager. Their ability to almost be a sounding board as I’m trying to navigate those spaces has been super helpful. 

Discover our Fraud & AML offerings

Commercial Banking

First Citizens
Matt Ribbens, SVP, Sr. Dir., Treasury Product Management

“We’ve been working with Datos to do a number of things, which has been really great. Datos has really helped with education — not only educating our clients, but also our bankers and treasury sales officers. “

Bottomline
Rodney Nilson, VP, Product Management

“I always find a lot of value from Datos. The relevance of the topics that Datos covers — specifically for the product lines I’m responsible for — are always spot on.  I find the source of information combining both the financial institution perspective and the FinTech perspective to be relevant, and it helps me formulate our go-forward strategy.”

Discover our Commercial Banking & Payments offerings

Retail Banking

Cennox
John Ennis, Chief Revenue Officer, EMEA

“The reporting at Datos has been really good. We use it for different propositions we put to customers. Getting that industry information ourselves would take forever — that’s why we like working with Datos.“

Diebold Nixdorf
Helena Muller, VP Banking, Europe

“The very positive thing is that you have real financial institutions here, and not only suppliers. This event delivers both — cash services with digitized services and that whole ecosystem. There are not many events like this, so it’s important to have somewhere to meet.”

Discover our Retail Banking & Payments offerings

Wealth Management

RBC Wealth
Greg Beltzer, Head of Technology, US Wealth

“For Datos, it’s a couple of different items. Number one, just the industry research — taking industry topics like advisor compensation, what are the trends coming in advisory or planning. We have lots of sources for that, but Datos has a lot more context based on where you get your survey data from. That’s always valuable — always a must read.“

Broadridge
RP Sandilya, SVP, Chief Growth Officer

“Historically, it’s been about not just access to your analysts, but also your research papers and the insights we derive from them. Your analysts have always been there for us — providing very pointed insights, backing all of their opinions with data, and always being super well prepared for all of the communication we’ve had over the years.”

Discover our Wealth Management offerings

Cybersecurity

Chesapeake Bank
Jason Zickefoose, Information Security Officer

“What’s nice is they’re [Datos Insights] taking all of what’s out there in the thoughts and pulling to the top what those ideas are. You can move away the noise and focus on the 10 things that the consortium of everyone is saying — and this is what we’re now looking at.”

Field Effect
Libby Robinson, Director, Product Marketing

“Working with Datos is an ultra fast track to the information I need. Instead of scouring websites and paying for surveys, they give me quick insight into my market, positioning, and sales tactics. From marketing campaigns to pricing and branding — Datos brings real maturity and in-depth knowledge of the cybersecurity market.“

Discover our Cybersecurity offerings
“[Datos Insights] has been a key to any analysis on our industry and products/services. One of the best things about dealing with [Datos Insights] is that they make themselves available to discuss issues/topics.”
Myles Kis
Head, Strategic Opportunities, CWM Business Initiatives, RBC