Financial Services
Background
Drive trust, compliance, and performance in an increasingly data-regulated world. We help banks, credit unions, fintechs, and capital markets firms embed governance, elevate data integrity, and future-proof their data and AI strategies.
In an industry governed by trust, risk, and regulation, financial institutions must harness data with precision. Whether navigating OCC Heightened Standards, Basel III, or emerging AI compliance frameworks, banks, credit unions, and fintechs face mounting pressure to transform their data from a liability into a competitive advantage. Paragon Advisory brings deep expertise in aligning governance, risk, and compliance with innovative data strategies to ensure your institution is audit-ready, insight-driven, and future-fit.
The Problem
Financial institutions are overwhelmed by fragmented data systems, evolving regulations (like DORA, BCBS 239, and GDPR), and increasing scrutiny from regulators and boards. Poor data quality and lack of governance directly translate to risk exposure, reporting inaccuracies, and operational inefficiencies.
Our Solutions
We deliver strategic, end-to-end data governance frameworks tailored to the financial industry. From standing up data catalogs and data quality programs to operationalizing AI governance and data risk controls, we help clients align with regulators, gain operational clarity, and drive sustainable growth.