12:00 - 12:45pm EST
Panel Discussion: Successfully Navigating the Impact of COVID-19 by Accelerating Digital Transformation
- Taking advantage of the increased interest in digital and data strategy to expand your influence and accelerate transformation.
- Assessing the impact of COVID-19 on data analytics in financial services and the increased demand for reporting.
- Balancing innovation strategies with compliance necessities to provide a stable data analytics foundation to your organization.
Sravan Kasarla, Chief Data Officer, THRIVENT *NEW*
Kavita Rao, Head of Digital Transformation, CITY NATIONAL BANK *NEW*
Sofia E. Freyder, Executive Director, Product Management, Digital Payments, JP MORGAN CHASE *NEW*
Jacklyn Osborne, Managing Director, Risk & Finance Technology Executive, BANK OF AMERICA
12:45 - 1:15pm EST
Keynote Presentation: What’s in a Name? What Being ‘Data-Driven’ Really Means in Practice
Following their greatly received session at CDAO Fall 2020, Tiffany and Hamdan join CDAO Financial Services to share the next steps of their data journey and shine a light on what ‘data-driven’ really means at the world’s leading investment bank:
- Developing a business-focused and value-driven data science function.
- Aligning multiple and diverse data sources to build a holistic view of the customer and their behaviors.
- Demonstrating the accuracy and value of data-driven insights to empower intelligent decision-making to accelerate recovery and growth.
Tiffany Perkins-Munn, MD, Global Head of Analytics & Data, BLACKROCK *NEW*
Hamdan Azhar, VP, Research, Analytics & Data, BLACKROCK *NEW*
1:15 - 1:45pm EST
Keynote Presentation: Accelerate your Digital Transformation Journey to the Cloud with Modern Data Management and Governance
- Cloud Adoption Trends and Drivers across Financial Services
- Top CDO and CIO concerns regarding new cloud investments for Digital Transformation
- Ways to overcome and avoid common data management and governance pitfalls when investing in the cloud
Peter Ku, VP & Chief Financial Services Strategist, INFORMATICA
1:45 - 2:15pm EST
2:15 - 2:45pm EST
Panel Discussion: Transforming Financial Services into a Customer-Centric Business
- Taking a customer-centric approach is critical for financial services that want to remain relevant today.
- Leveraging advanced insights to understand customers’ needs, attitudes and behaviors.
- Mastering data-driven marketing and AI for personalized solutions.
- Championing a customer-centric data-driven culture across the organization.
Moderator: Peter Blinstrubas, Solution Architect, GIGASPACES
Allen Crane, AVP, Head of Information Management, USAA *NEW*
Michael Collins, VP, Data Science, REGIONS BANK *NEW*
Myra Chen, VP, Head of Sales,Marketing and Digital Analytics, CAPITAL GROUP *NEW*
2:45 - 3:15pm EST
Keynote Presentation: Delivering Successful CX Through AI
- Identifying triggers of customer attrition and dissatisfaction
Creating clarity for customers to increase retention and decrease operating costs
- Capture, analyze, and act on customer signals at every point in the customer journey
- Deepen relationships to drive revenue growth
Lakshmanan Meyappan (Laks), Head of Analytics, REGIONS BANK
3:15 - 3:45pm EST
STREAM A |
STREAM B |
Enabling Data Democratization at BNY Mellon with Data Virtualization BNY Mellon, a global investment company and one of the oldest financial institutions that prides itself to power the success across the financial world for individuals and institutions through unique insights, thinking and actions, wanted to create an enterprise data platform (EDP). The EDP provides a massive analytics and reporting platform, enabling us to generate actionable insights to improve processes and business performance.
Please join us and listen to this presentation to learn:
- What core values, feature and functionalities does the EDP offer
- What constitutes the EDP and the underlying modern infrastructure
- How BNY Mellon uses EDP to unlock the value of data for actionable insights
Prasanna Uppaladadium, Director, Data Architecture, BNY MELLON - Brought to you by DENODO |
Breakout Presentation: The Evolving Role of Chief Data Officers in Leading Data-Driven Transformation In this session, we will share the results of a recent survey of 100 Chief Data Officers at financial services firms about their priorities, initiatives, and challenges around data, governance, compliance, regulations, and analytics.
Key takeaways:
- The current state of data governance and data management maturity in financial services
- The shift from “defensive” data management to more strategic and innovative approaches
- The top business benefits firms are looking to gain from data management advancements
Joe Lichtenberg, Global Head of Product & Industry Marketing, INTERSYSTEMS
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3:45 - 4:30pm EST
Roundtable 1A: How are You Addressing AI Explainability, Trust and Ethics?
- How are you ensuring that your Training Data is accurate, bias free and trustworthy?
- What are some successful practices to tackle bias and improve model outcomes?
- Who is responsible for tracking and communicating the lineage of AI-driven outcomes and stress testing models?
Sandip Nayak, Chief Credit & Analytics Officer, FUNDATION GROUP
Lakshmanan Meyyappan (Laks), Head of Analytics, REGIONS BANK
Meena Thanikachalam, Head of Data Strategy, Architecture, Analytics, ALLY *NEW*
4:30 - 5:15pm EST
Panel Discussion: Building Collaboration Between Data and Analytics Teams to Boost Efficiency and Value Creation
- Striking the perfect balance between technology and business needs to fuel data-driven decision-making
- Harmonizing inter-disciplinary data analytics teams, including data scientists, engineers, analysts, architects and more
- Creating a ‘one team’ mentality with aligned priorities.
Moderator: Joe DosSantos, Chief Data Officer, QLIK
Todd James, SVP, Data, Analytics, & Intelligent Automation, FIDELITY
Nick Diieso, Director, Operational Risk, CITIGROUP
Rise Zaiser, US Chief Data Officer, SUMITOMO MITSUI BANKING CORP
Shadaab Kanwal, Executive Leader, Digital, Data & Analytics Services, CHARLES SCHWAB
5:15 - 5:45pm EST
Happy Hour Speaker Meet & Greet
Grab a drink and join one of our speaker meet & greet rooms, with a selection of today’s speakers and your fellow attendees for this bonus session. Hear the speakers share additional insights, following on from their session, and ask the questions you want the answers to, face-to-face.
5:45pm EST
End of Day One