Who We Serve

Risk Mitigation Teams

Datos Insights offers extensive coverage for the fraud, AML, and cyber risks faced by the financial services industry. Our expert advisors serve a breadth of market participants, including global and domestic financial institutions, payment networks and processors, e-commerce merchants, wealth management firms, as well as the technology vendors and professional services firms who support them.

Our continuous research and broad industry network help us provide ongoing insights and custom consulting services that keep our clients at the forefront of constantly evolving business, technology, and regulatory changes.

Become a client

Insights and Advisory

Custom Projects and Consulting

Research Councils

Webinars

Events

Awards

Blogs

Insights and Advisory

Custom Projects and Consulting

Research Councils

Webinars

Events

Awards

Blogs

Our Risk Mitigation Advisors

Julie Conroy

Julie Conroy

Chief Insights Officer
John Horn

John Horn

Director, Cybersecurity Practice
Chuck Subrt

Chuck Subrt

Director, Fraud & AML Practice
David Barnhardt

David Barnhardt

Strategic Advisor
Stephanie Dalwin

Stephanie Dalwin

Advisor
Trace Fooshee

Trace Fooshee

Strategic Advisor
Gabrielle Inhofe

Gabrielle Inhofe

Senior Associate
Becki LaPorte

Becki LaPorte

Strategic Advisor
David Mattei

David Mattei

Strategic Advisor
Jim Mortensen

Jim Mortensen

Strategic Advisor
Ron van Wezel

Ron van Wezel

Strategic Advisor
Brent Whittington

Brent Whittington

Strategic Advisor
"We consider the analysts at Datos Insights to be trusted advisors and have relied on their insight to drive new product innovation, go-to-market strategies, and acquisition direction. They are extremely knowledgeable in all areas relating to the role of a CISO and current cybersecurity challenges and technologies. The team really brings unique insights driven by deep experience with enterprise customers."
Heather MacKenzie
Director of Communications and Customer Advocacy, Radiant Logic
“Datos Insights’ Cybersecurity Practice was instrumental for our organization in understanding market dynamics, market fit, and revenue opportunities specific to our solution. Their guidance was critical for us in improving our product positioning and messaging to clearly communicate our differentiated value proposition. Datos Insights' team of cybersecurity experts were always very accessible and willing to share their market perspective. Without doubt, their insights and advice resulted in us acquiring major investments and helped us exceed our revenue targets.”
Strategic Product Leader
a cybersecurity vendor serving the financial services market

Key Coverage Areas

  • Evolving and escalating financial crime threats and cyberattacks
  • Increasing regulatory changes and pressures
  • Digital acceleration and challenging business and economic environments
  • Heightened demands for greater customer experience, cost management, and resource utilization
  • Complexity driven by existence of business silos and fragmented systems
  • Defending the enterprise against highly sophisticated cyber attacks
  • Achieving zero-trust security outcomes due to legacy IT and security infrastructure
  • Deploying modernized digital workforce environment including key identity solutions
  • Modernizing risk management and cybersecurity frameworks
  • Integrating emerging technologies and building cohesive ecosystems
  • Exponentially increasing data consumption and need for enhanced analysis and decision-making

Research

FILTER BY:

Date
Cash Forecasting: Global Trends and Regional Differences
Cash forecasting remains a top priority for corporate treasurers, especially in times of market volatility.
Commercial Banking & Payments
Loss Prevention Is the Best Medicine
Emerging technology is creating more effective exposure management and recovery opportunities.
Property & Casualty Insurance
The Way Forward for LAB Carriers: Greenfield and Brownfield Operation
The rapidly evolving LAB market necessitates a strategic approach to core system modernization.
Life, Annuities, Benefits
Only You Can Prevent Churn in SMB Banking
Among SMBs, 33% probably will or definitely will change primary FIs during the next two years.
Commercial Banking & Payments
How Corporate Banking Executives Are Reacting to What’s Keeping Them Up at Night
The current environment requires increased focus and investment in new digital capabilities and tools, as well as new and evolving strategies.
Commercial Banking & Payments
Customer Communications Management Market Navigator
Effective customer communications are essential for insurers to deliver a seamless, timely, and compliant experience.
Life, Annuities, Benefits
The Third-Party Collections Technology Update
The right technology can make all the difference to a third-party collection company, particularly in tough operating environments.
Retail Banking & Payments
Challenges Facing the Third-Party Collections Industry
Some believe companies face a stark choice—evolve or go out of business.
Retail Banking & Payments
Key Technology Trends in Capital Markets in 2024: Growth Through Uncertainty
Health of global capital markets remains strong and poised for stronger expansion in 2024.
Capital Markets
Retail Banking & Payments Fintech Spotlight: Q1 2024
FIs can enhance their customer service and financial inclusion efforts by partnering with modern technology providers.
Retail Banking & Payments
Understanding the Ripple Effects of RIA M&A, Part 1: The Acquirers
Though economic factors may drive short-term fluctuations, business fundamentals remain in place to continue supporting the proliferation of RIA consolidation driven by M&A.
Wealth Management
Climate Risk Across the Securities and Investments Landscape
Investment firms can’t ignore climate risk.
Capital Markets
Commercial Banking Fintech Spotlight: Q1 2024
Modernization efforts continue across FIs and businesses.
Commercial Banking & Payments
Cross-Border P2P Payments: Money Knows No Boundary
Eighty-five percent of consumers who send money cross-border state that trust is a very important factor.
Retail Banking & Payments
Consumer Clarity: Seamless Merchant Interactions Through Innovative App Features
Innovative features embedded in digital banking apps will help consumers streamline interactions with merchants.
Retail Banking & Payments