Building a Data Foundation for Operational Agility
April 6, 2026
Toolkit
Operational agility is closely tied to the strength of the data foundation connecting teams across the bank.
Despite heavy investment in technology, many sell-side institutions still operate across fragmented systems and siloed data. Treasury, risk, operations, and front-office teams frequently rely on different sources of data, often without a fully connected or shared view, creating inconsistencies that can slow decision-making, increase reconciliation effort, and introduce potential risk.
This toolkit helps banks and sell-side firms identify where these constraints may exist and where to focus next. It provides a practical framework for strengthening the data foundation needed to support more connected, efficient operations. Inside you will discover:
Use this toolkit to asses to assess your current data environment and take a more deliberate approach to building a connected, scalable operating model.
Get your free toolkit for building a data foundation that supports operational agility across the bank.
