Enterprise Data Strategy – Forging the Path to AI In Treasury Artwork

Actualizing Success

Actualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.

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Actualizing Success

Enterprise Data Strategy – Forging the Path to AI In Treasury

November 05, 2025 • Actualize Consulting • Season 3 • Episode 60

0:00 | 31:53

Join Actualize Consulting's Senior Consultant, Dom Boyle, and Senior Manager Will Robertson as they dive into crafting a powerful data strategy within treasury organizations. They break down the full transformation journey from understanding why data strategy matters to implementing enterprise data lakes and ensuring robust data governance. Whether you’re looking to centralize your financial data, improve decision-making, or explore AI applications in treasury, this Actualizing Success episode offers actionable insights to help you get started.

Listen to learn more about:

The fundamentals of data strategy and its importance for treasury
Steps to validate existing data, build a minimum viable product (MVP), and design a comprehensive data schema
How to consolidate systems and build a centralized enterprise data lake
Key roles and responsibilities in maintaining data governance, including data stewards and governance leads
Innovative AI and machine learning use cases, from predictive forecasting to payment anomaly detection and automated core data enrichment

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