“Customer data and metadata are the new gold.”
- Mark Benioff
In a recent session, "Modernizing the Middle and Back Office," Joey Poarch, our Director of Sales Solution Architecture, sat down with John Schuler, Head of Product at PSQuote, to discuss how financial institutions can transform operations using the data they already have. By centralizing data, connecting AI models, and leveraging predictive forecasting, they laid out a tangible path to modernization.
Here’s what you need to know.