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Fintech · Wealth & Investing · 1000+ · Europe #b008_22

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Context

We operate a large online brokerage group with an in-house banking platform serving retail investors across many European countries.

Industry: Fintech · Wealth & Investing
Size: 1000+ employees
Region: Europe
Tools budget: $20K+ per month
Needs: Data governance & catalog. Our new AI programme needs governed, well-catalogued data before teams can safely build tools on it.
Today: a data steward and engineers preparing a governed base for a new AI group · Urgency: this year
Regulatory reporting. Client tax reporting differs by country, and producing correct statements for every market is labour intensive.
Today: tax analysts reconciling data and producing client tax reports across countries in spreadsheets · Urgency: this year
Who decides: head of data · procurement
Expects from suppliers: Supports many European tax regimes; Bank-grade security and outsourcing terms
Not a fit: Single-country tools; Products without on-prem or hybrid options
Stack: core banking / ledger system, on-prem / private cloud, data warehouse: cloud
Buying triggers: AI adoption push, regulatory change

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