In this episode of The Wilmac Wire, Emily Miller sits down with TD Bank’s Bruno Meneses and Steven Chan—alongside Wilmac’s Garry White—to unpack the real-world challenges of data management and compliance in financial services.
In this special event recap from our Toronto roadshow, we explore how TD Bank is tackling retention, system sprawl, and audit-readiness by partnering with Wilmac Technologies and leveraging Continuity Replay.
Hear how TD Bank:
- Consolidated call recordings from legacy systems like NICE and Verint into a centralized archive
- Addressed compliance with PCI and Quebec’s Bill 64 through Azure-based storage and controlled access
- Streamlined access with role-based permissions to reduce risk and ensure data integrity
- Balanced evolving business needs with strict regulatory demands across banking, insurance, and wealth management
- Laid the foundation for AI and analytics use cases with a secure, searchable data lake
We also discuss how Continuity Replay fits into TD’s broader digital strategy—and why true data control starts with the right partnerships.
Episode Breakdown:
0:32 – Introduction to the Toronto roadshow and speakers
1:10 – Overview of TD’s data challenges: volume, formats, and retention
4:09 – Compliance drivers: PCI, Bill 64, and internal audit controls
13:36 – Adapting to change: agility in evolving regulatory environments
17:30 – Advice for other FIs on internal alignment and cross-team collaboration
24:32 – How Continuity Replay supports centralized storage and operational efficiency
30:47 – Preparing for what’s next: AI, analytics, and real-time access
Connect with the speakers:
Bruno Meneses: https://www.linkedin.com/in/bruno-meneses-86b11016/
Steven Chan: https://www.linkedin.com/in/steve-chan-11528bb/
Garry White: https://www.linkedin.com/in/garrywhite1/
Emily Miller: https://www.linkedin.com/in/emily-miller-666b66152/
🎧 Listen to more episodes: https://wilmactech.com/the-wilmac-wire-data-management-cx-ccaas-saas-technology-podcast/
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