Renasant Bank unifies governed data to deliver zero‑click, AI‑powered insights

Renasant Bank’s Transformation at a Glance

Delivered near–real‑time insights directly within existing workflows

Deployed self-service analytics capabilities bank‑wide

Scaled governed, trusted data across all regional workflows, without vendor lock‑in

Reduced technical debt by exposing governed data directly into BI platforms

The Challenge

Operating as a $17 billion community bank with more than 200 locations across the United States, Renasant has long grounded its leadership philosophy in three pillars: people, data, and technology.

To bring these pillars together, the bank set out to scale data‑driven insights, enable more personalized customer experiences, and drive business value while avoiding a common industry challenge: fragmented data spread across disparate systems.

In most financial institutions, customer data lives across CRM platforms, third‑party applications, and BI tools, each carrying its own interpretation of business context.

Rather than allowing this complexity to slow progress, Renasant proactively partnered with Strategy to ensure its teams could deliver governed, consistent analytics across the entire technology stack, without losing sight of what the data truly meant.

Delivering Business Value Through an Enterprise Data Ecosystem at Renasant Bank.png

“We want our people to feel like the insights find them. We don't want them to search through mounds of data to try to figure out how they can serve customers better."

Greg Owings
Director of Enterprise Strategy, Renasant Bank

The Strategy: Delivering Insights Directly Into the Workflow

The Foundation

Renasant Bank deployed Strategy as its cloud‑native analytics platform, establishing a governed semantic layer that defined metrics and business logic once and applied them everywhere.

By leveraging Strategy's cloud-native architecture, the bank scaled its analytics environment without managing multiple technology layers, ensuring consistent definitions across tools, teams, and third‑party applications.

The Solution

Building on this foundation, Renasant introduced Strategy’s HyperIntelligence suite: contextual, AI‑powered insights that surface directly inside existing workflows.

Users receive relevant, governed “HyperCards” inside Salesforce and other applications, giving them the additional context needed to make faster, more informed decisions at every digital touchpoint.

The Differentiation

This consistent, governed data foundation enables Renasant to deliver role‑based dashboards for Branch Managers, Credit Officers, and Executive Leadership.

Stakeholders can personalize views, drill into metrics, and access the insights they need most. Self‑service capabilities also allow teams to collaborate with business partners and build custom solutions that reflect real‑world needs.

The Application

With Strategy solutions, Renasant Bank provides employees with critical information at their fingertips, eliminating the need to switch between applications or manually search for answers.

Users can easily capture, access, and share insights, while automated distribution ensures the right stakeholders receive timely, actionable information for effective decision‑making.

“[Strategy] is beneficial for us because we can just expose data directly into a platform, so it creates simplicity and minimizes technical debt.”

Greg Owings
Director of Enterprise Strategy, Renasant Bank

Scaling Insight, Strengthening Strategy, Securing the Future

The Impact

Renasant Bank’s success shows how mid‑market financial institutions can achieve enterprise‑grade analytics capabilities without adding infrastructure complexity or escalating costs. By unifying governed data and embedding insights directly into workflows, the bank has accelerated decision‑making across teams and regions.

The Future

Renasant plans to expand its Strategy deployment across all seven states of operation, with a focus on deepening Strategy’s AI capabilities to deliver predictive customer insights and more personalized experiences.

The Long-Term Vision

The bank views Strategy’s single‑source‑of‑truth architecture as foundational to its long‑term growth strategy, a critical advantage in an increasingly competitive regional banking landscape.