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.

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  • Forum Leadership

    Amanda Cassidy
    EDM Association

    Banking Roundtable Meetings

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