TribalScale × Databricks | Financial Services Practice
Financial Services Data & AI Modernization Playbook
Most institutions are investing in AI. Few are scaling it. The difference isn't budget or ambition — it's architecture. This playbook shows you where the gap is and how leading institutions are closing it.
$270B+ spent on compliance globally. Most of it manual and avoidable.
60–73% of enterprise data sitting unused. Your competitors are monetizing it.
Less than 30% of banks have scaled AI — despite nearly all investing in it.
The data exists. The architecture doesn't.
Built for the Leaders Making the Call
This playbook is written for the executives responsible for data strategy, technology modernization, and AI scalability at banks, insurers, and capital markets firms.
If you're evaluating your institution's AI readiness, planning a legacy migration, or trying to connect transformation investment to measurable business impact — this is the framework.
What You'll Find Inside
This playbook outlines six structural shifts separating financial institutions that are pulling ahead from those managing decline — drawn from our direct work with banks, insurers, and capital markets firms.
The six shifts :
01 — Modernize the Core. Deliberately.
02 — Redesign Compliance as Architecture.
03 — Collapse Data Silos Before They Collapse Strategy.
04 — Move From Batch Thinking to Real-Time Decisioning.
05 — Operationalize AI. Stop Piloting It.
06 — Build a True Customer 360.
Each shift pairs the business problem with the strategic play — and the data that makes the stakes impossible to ignore.
