CDAO Financial Services schedule

Discover the cutting-edge trends, technologies, and techniques transforming decision-making processes in 2025, and learn how data-driven strategies are reshaping the future of financial services
Ercan Ucak, Director, CERBERUS CAPITAL MANAGEMENT
Daniela Leon Cornejo, Director of Pricing & Analytics, BANCO DE CRÉDITO
Pawan Verma, Chief Data Officer, INDUSTRIAL AND COMMERCIAL BANK OF CHINA

o    Investing in AI talent, infrastructure, and capabilities, and developing strategies to leverage AI for competitive advantage and business growth
o    Understanding the potential AI has to drive innovation, enhance efficiency, and unlock new opportunities for value creation in a rapidly evolving digital landscape
Tarun Sood, Chief Data Officer, AMERICAN CENTURY

o    Harnessing real-time data for rapid decision-making.
o    Leveraging streaming analytics in capital markets.
o    Balancing speed with data governance requirements.

o    Enhancing collaboration for data-driven business outcomes.
o    Aligning data science initiatives with business strategy.
o    Building effective communication between data and business teams

Ali Abedini, Senior Vice President, Executive Head of US Advanced Analytics, TD BANK

o    Identifying data monetization opportunities in financial services.
o    Creating data products and services for market value.
o    Balancing monetization with data privacy and ethics.

o    Ensuring data quality for reliable AI outcomes.
o    Establishing data quality metrics and frameworks.
o    Automating data quality processes with AI.
Attila Barta, Senior Director of Data Science & Chief Information Infrastructure Architect, RBC
Srini Masanam, Global Head of Surveillance Data Quality, CITI
Dimple Thakkar, Executive Director – Head of Data for Machine Learning Operations, J.P. MORGAN CHASE & CO
Adrija Banerjee, Director, AMERICAN EXPRESS
Dennis Peters, Head of Data & Analytics, Managing Director, PGIM

o    Leveraging data analytics for executive decision-making.
o    Building a data-centric decision-making culture.
o    Translating data insights into strategic actions.
Ercan Ucak, Director, CERBERUS CAPITAL MANAGEMENT
Saba Dossani, Chief Data & Analytics Officer, COMERICA BANK
Antonio Alvarez Moreno, Chief Data & Analytics Officer, BANAMEX 
Jayeeta Putatunda, Senior Data Scientist – NLP & Gen AI, Manager, Emerging Technology, FITCH GROUP

o    Explore the essential components of a robust data strategy, from data governance to scalable architecture, to drive value in a rapidly evolving financial landscape.
o    Learn how to align data strategy with business goals to enhance decision-making, regulatory compliance, and customer experience in financial services.

o    Creating a data-driven culture within financial institutions.
o    Self-service analytics for non-technical teams.
o    Empowering decision-making through accessible data insights.
Chandra Kapireddy Firmwide Head of Gen AI, ML & Analytics, TRUIST

o    Establishing data governance frameworks for generative AI.
o    Ensuring data quality and accuracy in AI-driven environments.
o    Managing data privacy and security with AI models.
Tarun Sood, Chief Data Officer, AMERICAN CENTURY
Arijit Bhattacharya, Head of Data Governance, NORTHERN TRUST ASSET MANAGEMENT
Erum Manzoor, Vice President, CITI
Edgar Zalite, Chief Data Architect, DEUTSCHE BANK

o    Dive into scalable governance models that adapt to evolving data landscapes and regulatory demands.
o    Learn how to create governance practices that support both operational efficiency and robust risk management.

o    Creating robust governance frameworks for AI initiatives.
o    Ensuring compliance with evolving data regulations.
o    Building trust through transparency and accountability.
Diego de Aragao, Senior Vice President, Balance Sheet Management & Analytics, CITI

 

Table A - Automation for AI - Erum Manzoor, Vice President, CITI

Table B - Ensuring Data Quality for Enhanced AI Outcomes - Silvana Miller, Vice President, Data & AI Strategy, MASTERCARD

Table C - Gaining Executive Buy-In For Your Data Programs

Table D - Investing in the right talent - Strategies for Building Effective and Agile Data Teams

In this session, you will hear from some of the sector’s highest leaders, hear how they started in the sector and made their way up to be a Chief Data Officer. You’ll have the opportunity to ask your burning questions, have robust discussions and gain insights into what makes a great leader and what the future of the CDO looks like.

Robert Kula, EVP & Chief Data Risk Officer, KEYBANK
Sandip Sahota, Senior Vice President, Enterprise Chief Data & Analytics Officer & Enterprise DnA Technology Leader, BMO
Saba Dossani, Chief Data & Analytics Officer, COMERICA BANK

o    Key components of AI-specific data architecture.
o    Integrating AI and ML into existing data infrastructures.
o    Scalability and flexibility for future advancements.

Sandip Sahota, Senior Vice President, Enterprise Chief Data & Analytics Officer & Enterprise D&A Technology Leader, BMO

o    Addressing bias in AI models for fair financial services.
o    Implementing ethical AI frameworks.
o    Ensuring accountability and transparency in AI deployment.
Robert Kula, EVP & Chief Data Risk Officer, KEYBANK

o    Addressing bias in AI models for fair financial services.
o    Implementing ethical AI frameworks.
o    Ensuring accountability and transparency in AI deployment.
Adrija Banerjee, Director, AMERICAN EXPRESS

o    Moving from AI pilots to production-scale deployment
o    Overcoming challenges in scaling AI models
o    Aligning AI strategy with business objectives
Hardik Dave, Director, Digital & Data Platforms BLACKROCK
Pawan Verma, Chief Data Officer, INDUSTRIAL AND COMMERCIAL BANK OF CHINA
Sandip Sahota, Senior Vice President, Enterprise Chief Data & Analytics Officer & Enterprise D&A Technology Leader, BMO
Jake Katz, Head of Analytics Research, LONDON STOCK EXCHANGE GROUP (LSEG)

o    Leveraging Applied AI to Optimize Business Processes and Drive Efficiency 
o    AI-Powered Innovation in Financial Crime Detection and Prevention
o    Practical approaches to using AI and ML to personalize customer interactions, streamline service, and drive engagement.
Koosha Golmohammadi, PhD, Executive Director of Data Science, J.P. MORGAN CHASE & CO

Dimple Thakkar, Executive Director – Head of Data for Machine Learning Operations, J.P. MORGAN CHASE & CO

o    Personalizing wealth management with AI-driven insights.
o    Automating portfolio management and client interactions.
o    Balancing AI-driven services with human expertise.
Jake Katz, Head of Analytics Research, LONDON STOCK EXCHANGE GROUP (LSEG)