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Research Report

Improving Your Financial Institution’s Data Execution Quality (EQ)

As AI becomes central to banking innovation, Data EQ has emerged as the new baseline for readiness. In this exclusive report from Cornerstone Advisors, commissioned by KlariVis, Ron Shevlin introduces a groundbreaking framework for assessing how effectively financial institutions utilize their data across five core functions—strategic planning, sales and marketing, credit analysis, operational delivery, and data access and analysis. 

What You'll Learn in This Report

  • How Data EQ high performers are distinguishing themselves in cultural and procedural—i.e., non-technical—ways
  • Practical steps to benchmark data capabilities, strengthen a data-driven culture, and prepare for the next era of intelligent banking
  • Ways to improve the accuracy, quality, and utility of your qualitative data for AI success
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About Cornerstone Advisors

At Cornerstone Advisors, our goal is to deliver tangible business impact to financial institutions and fintechs. We know that when institutions improve their strategies, technology, and operations, enhanced financial performance naturally follows. Because we live by the philosophy that businesses can’t improve what they don’t measure, we show banks and credit unions how to use laser-focused measurement to make smarter technology decisions.