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Actualizing Success
Actualizing Success

Enterprise Data Strategy – Forging the Path to AI In Treasury

05 November 2025 31:53 Actualize Consulting

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About this episode

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

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!   

Get in touch with Actualize at www.actualizeconsulting.com     

We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at [email protected].     

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