Banking Roundtable Forum Mission and Alignment

We've heard from our banking members, and there is strong demand for a closed, industry-focused group where peers can openly share insights and discuss challenges in a confidential setting. The Banking Roundtable serves as a platform for EDM Association members in the banking industry to collaborate, exchange ideas, and discuss data, technology, and operational topics relevant to their organizations. It provides a unique opportunity to address industry-specific challenges while leveraging insights and best practices from peers and global EDM Association resources.

This forum is open to banking members only.

The forum aims to:

  • 1. Strengthen the Banking Community: Foster a more engaged member community through open, peer-level discussions, collaboration, and shared learning opportunities tailored to the banking industry.
  • 2. Provide Learning Opportunities: Facilitate member-driven dialogues focused on key topics, including AI, Fraud and Cybersecurity, Cloud and Data Infrastructure, Data Products, Governance, Compliance, and Digital Currency and Payments.
  • 3. Support Industry Best Practices: Offer insights and practical approaches to help members operationalize data, implement standards, and navigate regulatory and operational considerations in the banking sector.
  • 4. Leverage Global EDM Association Expertise: Share knowledge from other EDM Association groups to highlight relevant trends, frameworks, and innovations, including AI adoption, risk management, and payments transformation.

This forum provides a dedicated space for members to openly exchange experiences, discuss challenges, and help shape future discussions specific to the banking industry.

All Content List

  • No data found
  • Forum Leadership

    Amanda Cassidy
    EDM Association
    Marielle Magno
    EDM Association

    Banking Roundtable Meetings

    If you would like to join, please use the calendar below to view upcoming sessions and register.

    View Calendar & Register

    Quick Links

    Recent Publications

    Recent Blogs

    SIG Sub-Groups