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CDAO, Financial Services

February 4-5, 2020 | New York

Download the past Agenda PDF CDAO, Fall 2019 - Financial Services Focus Day: Find Out More
Main Conference Day 1
12 February
09:00

Chairman's Opening Remarks

Speaking:

Chairman's Opening Remarks

February 12 | 09:00 - 09:15

Speaking:

09:15

Kissing Frogs to Get a Prince: Fulfilling the Need to Experiment to Find the Right Technology

· Demonstrating the importance, internally, of experimenting with different technologies to find what works for your unique institution

· Discovering the correct products to experiment with by narrowing down the search through proven successes and value through metrics

· Incentivizing departments to make the necessary changes

· Balancing experimentation, trial successes, and implementation

Speaking:

Jose Antonio Murillo Garza

José Antonio Murillo Garza

Chief Analytics Officer, Banorte

Kissing Frogs to Get a Prince: Fulfilling the Need to Experiment to Find the Right Technology

February 12 | 09:15 - 09:45

· Demonstrating the importance, internally, of experimenting with different technologies to find what works for your unique institution

· Discovering the correct products to experiment with by narrowing down the search through proven successes and value through metrics

· Incentivizing departments to make the necessary changes

· Balancing experimentation, trial successes, and implementation

Speaking:

Jose Antonio Murillo Garza

José Antonio Murillo Garza

Banorte

09:45

Panel: Finding the Balance Between Identifying and Implementing the Right Product

· Understanding where and when a trial has been successful

· Determining a course of action for rolling out the product across departments

· Communicating and educating the product’s success and necessity

Speaking:

Emil

Emil Matsakh

Chief Analytics Officer, Commonwealth Bank of Australia (Formerly)

olga

Olga Sudvarg

SVP Head of Data and Analytics, SunTrust Bank

feldstein

Josh Feldstein

VP Market Data Sourcing, Bank Of America

Jose Antonio Murillo Garza

José Antonio Murillo Garza

Chief Analytics Officer, Banorte

Panel: Finding the Balance Between Identifying and Implementing the Right Product

February 12 | 09:45 - 10:15

· Understanding where and when a trial has been successful

· Determining a course of action for rolling out the product across departments

· Communicating and educating the product’s success and necessity

Speaking:

Jose Antonio Murillo Garza

José Antonio Murillo Garza

Banorte

Emil

Emil Matsakh

Commonwealth Bank of Australia (Formerly)

olga

Olga Sudvarg

SunTrust Bank

feldstein

Josh Feldstein

Bank Of America

10:15

Rise of Data Literacy

  • Understand the need for Data Literacy in today’s analytics landscape
  • Determine the value of addressing the analytical skills gap
  • Maximize analytical investments through organizational culture refinements

Speaking:

joefranklin

Joe Franklin

Data Science/Analytics Curriculum Developer, Qlik

Rise of Data Literacy

February 12 | 10:15 - 10:45

  • Understand the need for Data Literacy in today’s analytics landscape
  • Determine the value of addressing the analytical skills gap
  • Maximize analytical investments through organizational culture refinements

Speaking:

joefranklin

Joe Franklin

Qlik

10:45

Morning Coffee & Networking in the Exhibition Area

Morning Coffee & Networking in the Exhibition Area

February 12 | 10:45 - 11:15

Speaking:

11:15

Operationalizing Machine Learning Models

· Discussing how to get from POCs to Value Realization with Machine Learning

Speaking:

Operationalizing Machine Learning Models

February 12 | 11:15 - 11:45

· Discussing how to get from POCs to Value Realization with Machine Learning

Speaking:

11:45

Increasing ROI & Customer Satisfaction through Predictive Analytics

  • · Identifying triggers of customer attrition and dissatisfaction
  • Creating clarity for customers to increase retention and decrease operating costs
  • Delivering production high quality, data-centric products to customers in a competitive technical landscape

Speaking:

Philip Spiegel

Philip Spiegel

Director of Data Science, Capital One

Increasing ROI & Customer Satisfaction through Predictive Analytics

February 12 | 11:45 - 12:15

  • · Identifying triggers of customer attrition and dissatisfaction
  • Creating clarity for customers to increase retention and decrease operating costs
  • Delivering production high quality, data-centric products to customers in a competitive technical landscape

Speaking:

Philip Spiegel

Philip Spiegel

Capital One

12:15

Lunch & Networking in the Exhibition Area

Lunch & Networking in the Exhibition Area

February 12 | 12:15 - 1:15

Speaking:

AI & Machine Learning

1:15

Discussion Group 1C: Setting Realistic Standards of AI Capabilities to Stakeholders

Speaking:

bin

Bin Duan

SVP Head of Model Risk Execution, TD Bank

lanzetta

Leo Lanzetta

Head of Data Management & Analytics, SMBC Nikko Securities America

Discussion Group 1C: Setting Realistic Standards of AI Capabilities to Stakeholders

February 12 | 1:15 - 2:00

Speaking:

bin

Bin Duan

TD Bank

lanzetta

Leo Lanzetta

SMBC Nikko Securities America

Data & Risk Management

1:15

Discussion Group 1A: Leveraging Investigative Intelligence to Combat Fraud & Financial Crime

Speaking:

gerrybar

Gerry Baron

Head of Global Sales, Siren

Philip Spiegel

Philip Spiegel

Director of Data Science, Capital One

bennett

Simon Bennett

SVP, Product Analytics, HSBC

Discussion Group 1A: Leveraging Investigative Intelligence to Combat Fraud & Financial Crime

February 12 | 1:15 - 2:00

Speaking:

Philip Spiegel

Philip Spiegel

Capital One

bennett

Simon Bennett

HSBC

gerrybar

Gerry Baron

Siren

Regulatory Compliance

1:15

Discussion Group 1B: Making Risk & Control Framework More Robust and Sustainable

Speaking:

gentile

Ellen Gentile

VP Data Quality Management, Sumitomo Mitsui Bank

Discussion Group 1B: Making Risk & Control Framework More Robust and Sustainable

February 12 | 1:15 - 2:00

Speaking:

gentile

Ellen Gentile

Sumitomo Mitsui Bank

2:00

The Next Wave of Enterprise Intelligence

  • Explore the three fundamental analytics challenges faced by the average enterprise
  • Learn how modern analytics, an open architecture, and a high-performance enterprise platform are the keys to supporting the next wave of enterprise intelligence
  • Discover HyperIntelligence™, the feature that delivers zero-click analytics in the industry's biggest breakthrough in decades m

Speaking:

Phong

Phong Le

Senior Executive Vice President, Chief Operating Office and Chief Financial Officer, MicroStrategy

The Next Wave of Enterprise Intelligence

February 12 | 2:00 - 2:30

  • Explore the three fundamental analytics challenges faced by the average enterprise
  • Learn how modern analytics, an open architecture, and a high-performance enterprise platform are the keys to supporting the next wave of enterprise intelligence
  • Discover HyperIntelligence™, the feature that delivers zero-click analytics in the industry's biggest breakthrough in decades m

Speaking:

Phong

Phong Le

MicroStrategy

2:30

Afternoon Tea & Networking in the Exhibition Area

Afternoon Tea & Networking in the Exhibition Area

February 12 | 2:30 - 3:00

Speaking:

3:00

Utilizing Data to Better Understand Customer Risk Profiles

  • Connecting different data points to generate baselines while pinpointing trends and patterns
  • Developing unique and successful strategies to classify customer behavior ·
  • Efficiently mining existing data to capitalize on current customers by increasing their potential

Speaking:

Emil

Emil Matsakh

Chief Analytics Officer, Commonwealth Bank of Australia (Formerly)

Utilizing Data to Better Understand Customer Risk Profiles

February 12 | 3:00 - 3:30

  • Connecting different data points to generate baselines while pinpointing trends and patterns
  • Developing unique and successful strategies to classify customer behavior ·
  • Efficiently mining existing data to capitalize on current customers by increasing their potential

Speaking:

Emil

Emil Matsakh

Commonwealth Bank of Australia (Formerly)

3:30

Transforming Your Data Quality and Remediation to the Enterprise Data Lake

  • Reviewing traditional data quality architecture and remediation processes while outlining capabilities and restrictions and the use of AI in data quality
  • Determining why the Enterprise Data Lake possess advantages over traditional architecture
  • Discussing the migration path to full utilization of the Enterprise Data Lake

Speaking:

mav

Thomas Mavroudis

Head of Data Governance & Quality, Scotiabank

Transforming Your Data Quality and Remediation to the Enterprise Data Lake

February 12 | 3:30 - 4:00

  • Reviewing traditional data quality architecture and remediation processes while outlining capabilities and restrictions and the use of AI in data quality
  • Determining why the Enterprise Data Lake possess advantages over traditional architecture
  • Discussing the migration path to full utilization of the Enterprise Data Lake

Speaking:

mav

Thomas Mavroudis

Scotiabank

4:00

Panel: Optimizing Data Quality While Overcoming Data Silos

  • Reconciling data from legacy systems and unpacking data from incompatible formats
  • Creating transparently while minimizing risk · Enabling relevant data to be accessed in real time through cloud-based platforms
  • Ultimately initiating high risk management standards
  • Overcoming the mindset that enables silos by effectively communicating across departments through shared common goals

Speaking:

leonard

Mark Leonard

SVP, Chief Data Architect, Eastern Bank

gentile

Ellen Gentile

VP Data Quality Management, Sumitomo Mitsui Bank

GORDON-LIU

Gordon Liu

MD/EVP, Regional Head of Global Risk Analytics, HSBC

Panel: Optimizing Data Quality While Overcoming Data Silos

February 12 | 4:00 - 4:45

  • Reconciling data from legacy systems and unpacking data from incompatible formats
  • Creating transparently while minimizing risk · Enabling relevant data to be accessed in real time through cloud-based platforms
  • Ultimately initiating high risk management standards
  • Overcoming the mindset that enables silos by effectively communicating across departments through shared common goals

Speaking:

gentile

Ellen Gentile

Sumitomo Mitsui Bank

GORDON-LIU

Gordon Liu

HSBC

leonard

Mark Leonard

Eastern Bank

4:45

Data Analytics & Agile Methodology: Why the Two Must be Married

  • Using the agile methodology within your Data Analytics team and why it's critical
  • Implementing lean data projects to simplify and structure data
  • Maximizing your monthly sprints and determining what's most important to allocate your resources towards
  • Getting out of the Ad Hoc reporting business, and working on proactive projects to move the business forward

Speaking:

Data Analytics & Agile Methodology: Why the Two Must be Married

February 12 | 4:45 - 5:15

  • Using the agile methodology within your Data Analytics team and why it's critical
  • Implementing lean data projects to simplify and structure data
  • Maximizing your monthly sprints and determining what's most important to allocate your resources towards
  • Getting out of the Ad Hoc reporting business, and working on proactive projects to move the business forward

Speaking:

5:15

Start-Up Showcase

In this quick fire session, we showcase the best analytics start-up’s driving innovation and proving tangible business value in the industry. This session will feature quick fire elevator pitches from the most innovative new technology start-ups in the industry, followed by a question answer session and networking drinks where you can ask your burning questions and get better acquainted with the new kids on the block!

  • Tellius

Speaking:

Ajay Khanna

Ajay Khanna

Founder and CEO, Tellius

Start-Up Showcase

February 12 | 5:15 - 5:30

In this quick fire session, we showcase the best analytics start-up’s driving innovation and proving tangible business value in the industry. This session will feature quick fire elevator pitches from the most innovative new technology start-ups in the industry, followed by a question answer session and networking drinks where you can ask your burning questions and get better acquainted with the new kids on the block!

  • Tellius

Speaking:

Ajay Khanna

Ajay Khanna

Tellius

5:30

Chairman's Closing Remartks

Speaking:

Chairman's Closing Remartks

February 12 | 5:30 - 5:45

Speaking:

5:45

Drinks Reception & Networking in the Exhibition Area

Drinks Reception & Networking in the Exhibition Area

February 12 | 5:45 - 6:45

Speaking:

7:00

End of Day One

End of Day One

February 12 | 7:00 - 7:01

Speaking:

8:00

Registration, Coffee & Networking in the Exhibition Area

Registration, Coffee & Networking in the Exhibition Area

February 12 | 8:00 - 09:00

Speaking:

Main Conference Day 2
13 February
10:25

Morning Coffee & Networking in the Exhibition Area

Morning Coffee & Networking in the Exhibition Area

February 13 | 10:25 - 11:00

Speaking:

11:00

Case Study: Using Predictive Analytics to Add Business Efficiencies while Reducing IT Costs

  • Uncovering where you can find success in real work applications
  • Adding efficiencies into automation
  • Implementing Applications of Machine Learning with Consideration to the Middle Office
  • Accomplishing implementations on time and on budget with high success and low risk

Speaking:

tewari

Victor Tewari

Senior Technology Officer, Capital Markets Technology - Data Sciences & Data Analytics Delivery, BMO Capital Markets

Case Study: Using Predictive Analytics to Add Business Efficiencies while Reducing IT Costs

February 13 | 11:00 - 11:30

  • Uncovering where you can find success in real work applications
  • Adding efficiencies into automation
  • Implementing Applications of Machine Learning with Consideration to the Middle Office
  • Accomplishing implementations on time and on budget with high success and low risk

Speaking:

tewari

Victor Tewari

BMO Capital Markets

11:30

Driving Business Benefits Through Journey Analytics

  • Understanding how structured and unstructured data – across on and offline channels – has been transformed into insightful journey which dramatically impact the bottom line
  • Discuss tangible examples of how banks have transformed their efficiency, client experience, and sales journeys through mastery of the customer journey
  • Streamlining the cost efficiency and bottom line revenue
  • Staying current by finding new and different ways to drive business benefits
  • Partnering Up: Determining which company is best suited to work with you

Speaking:

Lori-1

Lori Bieda

Head, Analytics Centre of Excellence, BMO

Driving Business Benefits Through Journey Analytics

February 13 | 11:30 - 12:00

  • Understanding how structured and unstructured data – across on and offline channels – has been transformed into insightful journey which dramatically impact the bottom line
  • Discuss tangible examples of how banks have transformed their efficiency, client experience, and sales journeys through mastery of the customer journey
  • Streamlining the cost efficiency and bottom line revenue
  • Staying current by finding new and different ways to drive business benefits
  • Partnering Up: Determining which company is best suited to work with you

Speaking:

Lori-1

Lori Bieda

BMO

12:00

Lunch & Networking in the Exhibition Area

Lunch & Networking in the Exhibition Area

February 13 | 12:00 - 1:00

Speaking:

1:00

Panel: Navigating the Bermuda Triangle: Balancing Customer Experience, Compliance, and Profit Optimization

  • Expanding the use of AI to combat heightened regulations and customer expectations
  • Integrating with overall risk management governance, regulatory affairs, and issues management process
  • Overcoming ever-changing regulations to keep consistently compliant while increasing profits

Speaking:

shailesh

Shailesh Mathankar

Senior Director, Data Management, AIG

Mofasta

Mostafa Raddaoui

Former VP, Capital Market Technology, MUFG

lanzetta

Leo Lanzetta

Head of Data Management & Analytics, SMBC Nikko Securities America

Panel: Navigating the Bermuda Triangle: Balancing Customer Experience, Compliance, and Profit Optimization

February 13 | 1:00 - 1:30

  • Expanding the use of AI to combat heightened regulations and customer expectations
  • Integrating with overall risk management governance, regulatory affairs, and issues management process
  • Overcoming ever-changing regulations to keep consistently compliant while increasing profits

Speaking:

Mofasta

Mostafa Raddaoui

MUFG

lanzetta

Leo Lanzetta

SMBC Nikko Securities America

shailesh

Shailesh Mathankar

AIG

1:30

Investment Research: Life After MiFID II

  • How has research data collection, management, distribution changed since this new framework was released across the EU?
  • Managing and streamlining insights and reports, internally and for clients while remaining compliant ·
  • Commercializing research content while maintaining competitive edge

Speaking:

madhu

Madhu Ghosh

Head of Client Data Analytics & Ops, Morgan Stanley Research

Investment Research: Life After MiFID II

February 13 | 1:30 - 2:00

  • How has research data collection, management, distribution changed since this new framework was released across the EU?
  • Managing and streamlining insights and reports, internally and for clients while remaining compliant ·
  • Commercializing research content while maintaining competitive edge

Speaking:

madhu

Madhu Ghosh

Morgan Stanley Research

Retail & Commercial Banking

2:00

Discussion Group 2A: Working collaboratively amongst internal stakeholders; analysing & acting on market campaign results

Speaking:

Philip Spiegel

Philip Spiegel

Director of Data Science, Capital One

Discussion Group 2A: Working collaboratively amongst internal stakeholders; analysing & acting on market campaign results

February 13 | 2:00 - 2:30

Speaking:

Philip Spiegel

Philip Spiegel

Capital One

Wealth Management

2:00

Discussion Group 2B: Data story telling: using the data to portray best cases to customers in a meaningful way

Speaking:

srinavas

Srinivas Relangi

VP Data Mining & Analytics, BNY Mellon

Discussion Group 2B: Data story telling: using the data to portray best cases to customers in a meaningful way

February 13 | 2:00 - 2:30

Speaking:

srinavas

Srinivas Relangi

BNY Mellon

2:30

Afternoon Tea & Networking in the Exhibition Area

Afternoon Tea & Networking in the Exhibition Area

February 13 | 2:30 - 3:00

Speaking:

Retail & Commercial Banking

3:00

Discussion Group 3A: The importance of aligning back & front office, while successfully moving risk into the front office

Speaking:

Connie20Zhang (2)

Connie Zhang

US Data and Analytics Officer, Agricultural Bank of China

Mofasta

Mostafa Raddaoui

Former VP, Capital Market Technology, MUFG

Discussion Group 3A: The importance of aligning back & front office, while successfully moving risk into the front office

February 13 | 3:00 - 3:30

Speaking:

Mofasta

Mostafa Raddaoui

MUFG

Connie20Zhang (2)

Connie Zhang

Agricultural Bank of China

Wealth Management

3:00

Discussion Group 3B: Increasing Advisor Adoption with New Technologies to Leverage Data and Create Timely Insights

Speaking:

Tuppy-1

Tuppence Russo

SVP, Head of Wealth Management Infrastructure , AllianceBernstein

Discussion Group 3B: Increasing Advisor Adoption with New Technologies to Leverage Data and Create Timely Insights

February 13 | 3:00 - 3:30

Speaking:

Tuppy-1

Tuppence Russo

AllianceBernstein

3:30

Barside Chat: Finding, Hiring, & Retaining Specialized Talent

  • Understanding what type of talent and background your team currently needs and then employing the right personnel
  • Crowd Sourcing Talent: Diversifying your departments so that you always have a person capable of the task at hand
  • Incentivizing your company to attract young and successful players
  • Listening to your department’s needs to more effectively people manage to retain integral team members

Speaking:

olga

Olga Sudvarg

SVP Head of Data and Analytics, SunTrust Bank

Barside Chat: Finding, Hiring, & Retaining Specialized Talent

February 13 | 3:30 - 4:00

  • Understanding what type of talent and background your team currently needs and then employing the right personnel
  • Crowd Sourcing Talent: Diversifying your departments so that you always have a person capable of the task at hand
  • Incentivizing your company to attract young and successful players
  • Listening to your department’s needs to more effectively people manage to retain integral team members

Speaking:

olga

Olga Sudvarg

SunTrust Bank

4:00

Chairman's Closing Remarks

Speaking:

Chairman's Closing Remarks

February 13 | 4:00 - 4:10

Speaking:

4:10

End of Conference

End of Conference

February 13 | 4:10 - 4:15

Speaking:

8:30

Registration, Coffee, & Networking in the Exhibition Area

Registration, Coffee, & Networking in the Exhibition Area

February 13 | 8:30 - 9:00

Speaking:

9:00

Chairman's Opening Remarks

Speaking:

Chairman's Opening Remarks

February 13 | 9:00 - 9:10

Speaking:

9:10

Case Study: When to Sacrifice Sophistication for Speed: Increasing Productivity

  • Discussing the rollout of the world’s first social humanoid robot in a bank branch
  • Comparing & contrasting the projected cost of the project vs. the projected revenue of the results
  • Determining what data is necessary to be mined and when to minimize your business risk
  • Creating value through data to maximize ROI

Speaking:

Jeremy Balkin-2

Jeremy Balkin

Head of Innovation, HSBC

Case Study: When to Sacrifice Sophistication for Speed: Increasing Productivity

February 13 | 9:10 - 9:40

  • Discussing the rollout of the world’s first social humanoid robot in a bank branch
  • Comparing & contrasting the projected cost of the project vs. the projected revenue of the results
  • Determining what data is necessary to be mined and when to minimize your business risk
  • Creating value through data to maximize ROI

Speaking:

Jeremy Balkin-2

Jeremy Balkin

HSBC

9:40

Panel: Methodology: Making Data and Analytics Work Together

  • Understanding the complexity of methodologies, the increasing importance of machine learning, and the scale of data sets
  • Transforming how you organize, operate, and create value
  • Exploiting advanced analytics to offer the maximum return

Speaking:

Connie20Zhang (2)

Connie Zhang

US Data and Analytics Officer, Agricultural Bank of China

Kirtida-Parikh

Kirtida Parikh

Head of Enterprise Business Analytics, Silicon Valley Bank

srinavas

Srinivas Relangi

VP Data Mining & Analytics, BNY Mellon

meltem

Meltem Kilicoglu

Data Strategy Leader, Wells Fargo (formerly)

vijay

Vijay Anishetty

Head of Business Intelligence, AQR Capital Management

brian thorpe

John Thorpe

Senior Solutions Architect, Financial Services, Altair, Datawatch Corporation

Panel: Methodology: Making Data and Analytics Work Together

February 13 | 9:40 - 10:25

  • Understanding the complexity of methodologies, the increasing importance of machine learning, and the scale of data sets
  • Transforming how you organize, operate, and create value
  • Exploiting advanced analytics to offer the maximum return

Speaking:

srinavas

Srinivas Relangi

BNY Mellon

meltem

Meltem Kilicoglu

Wells Fargo (formerly)

vijay

Vijay Anishetty

AQR Capital Management

Kirtida-Parikh

Kirtida Parikh

Silicon Valley Bank

Connie20Zhang (2)

Connie Zhang

Agricultural Bank of China

brian thorpe

John Thorpe

Datawatch Corporation

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