JOIN US February 26-27, 2025 | New York City
CDAO Financial Services
Drive financial innovation through data and analytics excellence
Returning for its twelfth year, CDAO Financial Services 2025 is the premier event for America's top data and analytics leaders in the financial sector.
Join us for a transformative experience where industry experts delve into the latest strategies for leveraging data-driven decision-making, risk management, regulatory compliance, and AI implementation to fuel business growth. This year’s event also explores the convergence of technology, governance, and data ethics to shape the future of financial services.
In 2025, CDAO Financial Services will be co-located with CDAO Insurance. This provides a one-of-a-kind opportunity to gain actionable insights and foster the connections necessary to stay ahead in the evolving insurance landscape.
Be part of the conversation using #CDAOFS
Our Speakers
FEATURED SPEAKER
Join us for an engaging session where we delve into investing in AI talent, infrastructure, and capabilities, and developing strategies to leverage AI for competitive advantage and business growth
In this talk, we'll understand the potential AI has to drive innovation, enhance efficiency, and unlock new opportunities for value creation in a rapidly evolving digital landscape
Join the session
Who: Tarun Sood - Chief Data Officer, American Century Investments
Title: Artificial Intelligence isn’t just a catch-phrase anymore. It’s here to stay and we better be ready.
When: 9:45 am, February 26
Hardik Dave
Director, Digital & Data Platforms
Blackrock
Ercan Ucak
Vice President
Cerberus Capital Management
Arijit Bhattacharya
Head of Data Governance
Northern Trust Asset Management
Sreevani Konda
Director, Data Analytics & Governance
Fidelity Investments
Jake Katz
Head of RMBS Research and Data Science, Analytics & AI
London Stock Exchange Group
Chandra Kapireddy
Firmwide Head of Gen AI, ML & Analytics
Truist
Antonio Alvarez Moreno
Chief Data & Analytics Officer
Banamex
Diego de Aragao
Senior Vice President, Balance Sheet Management & Analytics
Citi
What's being said about us?
“Corinium assembled a great team of experts from different size companies in the industry and facilitated a thoughtful discussion of relevant topics. Additionally, I was able to expand my network. The organization of the event was flawless and I very much enjoyed being a part of the event!"
Vice President of Enterprise Data Management
Our key themes for 2025
Data-Driven Decision Making:
Leveraging advanced analytics to improve financial forecasting and risk management.
AI in Fraud Detection
Utilizing machine learning algorithms to identify and prevent financial fraud in real-time.
Data Governance and Compliance
Best practices for ensuring data privacy, regulatory compliance, and managing data quality.
Ethics of AI in Financial Services
Balancing innovation with ethical considerations in AI deployment for financial institutions.
Why attend?
Join us at CDAO Financial Services and immerse yourself in an environment designed to inspire and drive your business forward. Hear from expert speakers, network with influential decision-makers, and gain insights into the latest data-driven technologies and services.
Connect with peers to explore how to align data strategies with business objectives, balance risk and opportunity, and leverage advanced analytics to enable growth and innovation while safeguarding data and ensuring compliance.
Who will be there?
CDAO Financial Services is designed for senior data and analytics leaders, including CDOs, CAOs, CIOs, Directors, and Managers from various sectors in financial services. If you specialize in data strategy, analytics, risk management, AI, data governance, compliance, or automation, this event offers a unique opportunity to connect with top professionals and expand your network in the financial data and analytics field.
Platinum Sponsors
Tricentis
Elevate quality engineering with the power of AI.For any app on any infrastructure, our AI-augmented quality engineering platform helps you test smarter, release faster, and reduce costs along the way. Visit website
Gold Sponsors
Taipy
Taipy is an open-source Python library for building web applications’ front-end and back-end.
Providing a simple syntax, Taipy accelerates the creation of interactive and customizable multiple-page dashboards to generate highly interactive interfaces, including charts and widely used controls. Develop your application's front end without knowing HTML, JS, and CSS.
Taipy is also used to develop the back end of an application. It models dataflows and orchestrates pipelines. Knowing that each pipeline execution is referred to as a scenario. Scenarios are stored, recorded, and actionable, enabling what-if analysis and KPI comparison.
Visit website
Immuta
A leader in data security.
Immuta enables organizations to unlock value from their cloud data by protecting it and providing secure access.
Silver Sponsors
Starburst
For data-driven companies, Starburst offers a full-featured data lake analytics platform. Our platform includes the capabilities needed to discover, organize, and consume data on a data lake without the need for time-consuming and costly migrations. Trusted by companies like Comcast, Grubhub, and Priceline, Starburst helps companies make better decisions faster. Visit websiteSemarchy
Semarchy’s xDM Data Platform delivers a robust suite of capabilities for master data management, integration, governance and quality. It is purposefully designed for seamless scalability and on-demand expansion for dynamic data and business needs. Consolidate your sprawling, single-purpose data tools into a single data platform with open connectivity to any technology and intuitive UI/UX to accelerate adoption. Whether you start with a single module or the entire platform, Semarchy’s world-class expertise and support will be an integral partner for successful implementations.
Visit websiteTreasure Data
Treasure Data helps enterprises use all of their customer data to improve campaign performance, achieve operational efficiency, and drive business value with connected customer experiences. The Treasure Data Customer Data Cloud, our suite of customer data platform solutions, integrates customer data, connects identities in unified customer profiles, applies privacy, and makes insights and predictions available for Marketing, Service, Sales and Operations to drive personalized engagement and improve customer acquisition, sales, and retention.Treasure Data is trusted by hundreds of Fortune 500 and Global 2000 companies, has won numerous awards, and has been named a strong performer and leader by top analyst firms. Headquartered in Mountain View, CA, Treasure Data has offices in Japan, South Korea, the United Kingdom, and France to help leading brands around the world make the connection. To learn more, visit www.treasuredata.com. Visit website
Data Robot
At DataRobot, we move fast and reward hard work. We expect results but most of all, we love doing work we’re passionate about. We believe that AI will enhance every aspect of business transactions and human interactions to improve how we live, work, play and stay safe. Our vision? For all organizations to adopt Value-Driven AI as a core competency to improve how they run, grow, and optimize their business. Visit websiteGoogle Cloud
Whether your business is early in its journey or well on its way to digital transformation, Google Cloud can help solve your toughest challenges. Visit websiteWriter
Writer is the full-stack generative AI platform for enterprises. We empower your entire organization to accelerate growth, increase productivity, and ensure compliance.
Writer transforms work by delivering high-quality outputs that are accurate, compliant, and on-brand. Our platform consists of Writer-built LLMs, a Knowledge Graph that connects our models to your internal data sources, AI guardrails to enforce your rules, a flexible application layer, and an ecosystem of robust APIs and integrations.
Our enterprise-grade platform doesn’t use your data in model training and complies with SOC 2 Type II, HIPAA, PCI, GDPR, and Privacy Shield. Leading enterprises choose Writer, including Vanguard, Intuit, L’Oreal, Accenture, Dropbox, and Salesforce. Visit us at writer.com.
Singlestore
A business’ ability to operate with true intelligence at speed can be the deciding factor in success or failure. SingleStore helps companies deliver value at higher velocity so they can make the most of every moment.SingleStore handles transactions and analytics, effortlessly, at the same time. Structured, semi-structured or unstructured. Streaming and historical alike. Unified through a single-pane-of-glass experience to make timely, accurate insight accessiblefor every worker and every workload.
Giving you a business intelligence ecosystem to develop products and services with real-time analytics,machine learning, AI — breaking down data silos that stifle innovation. The pace of business is only accelerating.
The pace of business is only accelerating. Visit website
Exhibitors
Tiger Analytics
Tiger Analytics is pioneering what AI and analytics can do to solve some of the toughest problems faced by organizations globally. We develop bespoke solutions powered by data and technology for several Fortune 500 companies. We have offices in multiple cities across the US, UK, India, and Singapore, and a substantial remote global workforce. Visit websiteObservePoint
ObservePoint empowers data-informed companies to trust their data and better serve their customers through the application of best practices in web tag auditing. Manual audits of web and mobile app analytics implementations are expensive, time-consuming and still prone to human error. For those reasons, ObservePoint pioneered automated web and app analytics auditing with an easy-to-deploy SaaS platform. Visit websiteMetric Insights
Great products are brought to life when bold ideas are shaped in the crucible of relentless, continuous improvement.
At Metric Insights our goal is to provide everyone simple access to actionable, timely, and relevant information to facilitate smart decisions. Every person has a contribution to make; we provide the means to do it by placing data in the hands of every user.
Visit websiteMILL5
We are a team of strategists, technologists, innovators, designers, engineers with a passion for helping our clients transform their business; here to remove roadblocks and solve challenges on your journey to achieving tangible outcomes that elevate your business. Visit websiteConfluent
Confluent is creating the foundational platform for data-in-motion. With Confluent, organizations can harness the full power of continuously flowing data to innovate and win in the modern digital world. Visit websiteDatalogz
We’re creating the future of business intelligence ops and are on a mission to end BI and analytics sprawl.
We believe in having visibility into BI and reporting environments to empower companies to be proactive in data analytics. Imagine, a world where analytics are accurate and reporting is reliable, so impactful decisions can be made with confidence.
AI Squared
AI Squared is an AI platform that empowers users to accelerate both predictive and generative AI projects, measure benefits, and drive significant revenue growth and cost reduction. Your data is your competitive moat and AI Squared helps you harness it. Visit websitelightup
Deploy No-code Data Quality Checks in Minutes, Not Months
Enterprise Data Quality Monitoring with AI-powered Anomaly Detection, Real-time Incident Alerts, and Remediation Workflows
Cuva.ai
CO-PILOT FOR BANKINGIncorporating a large language model (LLM) and an AI entity specially designed for the banking industry. Visit website
Welcome Sponsor
General Assembly
Since 2011, we’ve helped 100K+ alumni worldwide launch tech careers through our award-winning tech bootcamps, and hundreds of top companies build diverse, scalable tech talent pipelines. As part of the Adecco Group, we create a better world of work for all. Visit websiteHow can we help?
We carefully craft our events from scratch, tailoring them to support your business needs and facilitate industry growth. Our team oversees the whole process from research to post-production and are happy to answer any questions you have. We look forward to seeing you at the event!
Lia Cummins
Conference Director
Join us at CDAO Financial Services
Get shoulder to shoulder with your peers and see what's next in Data
#CDAOFS