CDAO Financial Services
Presentations
Presentation – A Modern Data Security Governance Strategy for Highly Regulated Industries
Financial Services face unique data security challenges and the key to a successful strategy must balance the institutions' need for access to data as part of their growth strategy and the internal and external security and compliance requirements. Not only does an insufficient data security strategy and execution lead to a huge amount of internal friction, but also delays in getting data critical to business initiatives. To accelerate business insights from data, at scale, the enterprise must modernize their data security approach and take a holistic view of security and governance.
- Join Bob Dutcher, SVP Strategic Marketing of Privacera as he shares why:
- Aligning security, data and analytics, and IT functions is critical for a holistic enterprise approach to data security governance
- An Enterprise Data Security Strategy is vital to become data driven and achieve operational efficiency at scale
- A Unified Data Security Platform is required to implement a successful data security governance strategy.
Speaker:
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Bob Dutcher, Vice President of Strategic Marketing, Privacera
Presentation – Innovations in Data Management and Data Governance for Financial Services
Innovations in Data Management and Data Governance for Financial Services
Latest trends, opportunities, challenges that require modern data management and data governance?
- What is the role and opportunity for AI/Machine in data management and governance?
- How do to measure the business value from your data management and governance program investments?
Speaker:
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Peter Ku, Chief Industry Strategist for Banking, Capital Markets, Financial Services, Informatica
Presentation – Care to Share? A New Framework for Identity & Data Sharing
- Understand data sharing capacity from a national data platform perspective to provide effective and easy user access to all available resources.
- Overcome data silos to build and empower cross-functional teams.
- Utilizing data to validate a course of action before decision making.
- Identify the right combination of data solutions to make data-driven decisions and create excellent citizen experiences.
Speaker:
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Alexander Lawson, Head of Data, ClearCo
Presentation 2A – What are the Best Kept Secrets to Maximize Value and Receive Buy-In for Data & Analytics Initiatives for FS Institutions?
- It is critical to extract max value from your data & analytics projects, and bring business units, finance and other enterprise stakeholders along for the ride. Is this art or science or a bit of both?
- How can data leaders achieve this and what is the secret sauce as you strive to deliver value across your use cases:
- Front office client facing capabilities like acquisition, account management, marketing, onboarding/servicing
- Middle/back office specific capabilities like payments processing, fraud, underwriting, regulatory reporting and risk management
- What are the ways of working for data teams to be in lockstep with your business counterparts - bottoms up / top down?
- How to achieve simplicity in messaging and focus on business outcomes resulting from sophisticated data capabilities of the modern data stack? How to go beyond data jargon & frameworks we love: data mesh, data democratization, data observability, data literacy?
- How can you unleash real value from data & analytics transformation programs by bridging the business - data/tech gap, industrializing high value solutions and managing change? How have Artefact teams solved for these in the real world working with leaders like you?
Speaker:
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Akhilesh Kale, Consulting Director, Data & Analytics, US Financial Services Lead, Artefact
Presentation - Building Scalable, Data-Driven Engagement for Your Organization
Faced with complex legacy systems, the pressure to do more with less, and the need for increased real-time personalized engagement, financial services companies are facing a number of challenges, including shifting consumer preferences and demographics, changing workforce and resource constraints, technology disruption and pace of change, and cloud and hybrid delivery models. These challenges are, however, accompanied by significant opportunities to address data problems, drive growth and deliver marketing ROI, with:- Optimized cost efficiencies
- Improved retention through real-time personalization
- Enhanced acquisition with a focus on relevance
- Increased ability to predict cross/up-sell relevance
Speaker:
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Jay Franklin, SVP, Enterprise Data & Analytics, First Tech Federal Credit Union
Presentation - Winning the Enterprise AI Game - 5% Model, 95% Everything Else
- AI/ML Lessons Learned from the product design leaders in Silicon Valley
- Dollarizing outcomes as a key survival strategy in tough economic times
- The importance of "cognitive courtesy" to communicate effectively, create value propositions that work and comply with emerging legislation
Speaker:
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Bjorn Austraat, Head of AI Acceleration, Truist
Talent Technology Training - Custom Create Your Future Workplace
Speakers:
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Ben Lawrence, Senior Manager - Business Development, Wiley Edge
- Luis Amaro, Senior Manager - Business Development, Wiley Edge
Presentation 2B- Succeeding with Data and AI Talent
The utilization of Data and AI in the Financial Services industry has been rapidly evolving, and with it the need and demand for data and AI talent. This presentation will address this increase in demand while providing solutions for how to overcome challenges and succeed with your data and AI talent.Why data and AI talent is the need of the hour for Financial Services organizations
- General objectives of data and AI teams in Financial Services organizations
- Challenges faced in trying to successfully implement and execute data and AI initiatives
- How to succeed with data and AI talent
Speakers:
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Varun Navani, CEO & Founder, Rolai