Day 2:Thursday, November 9th

8:00 AM - 8:45 AM Networking Breakfast

8:45 AM - 8:50 AM Chairperson’s Opening Remarks and Day One Recap

Day Two Keynote

8:50 AM - 9:20 AM Achieving Instant Insight into Structured and Un-Structured Data to Drive Business Decisions

High-velocity, high-volume, and high-variety data streams challenge analytics organizations as the ability to get critical insights often decays rapidly or becomes lost in the sea of unnecessary information. And as companies are moving more and more of their data—and analytics—to the cloud, it’s become even more difficult to get the fast, actionable insights needed to make more informed decisions.
In this session, we’ll discuss how a broad range of organizations use these new platforms to:
•Find the right analytics systems for their current analytics architectures and specific performance needs.
•Dramatically speed analytics by eliminating the reliance on time-consuming data preparation, including indexing and ETL processes.
•Tap into the power of new, simple-to-use heterogeneous compute systems to use the right tool for each job
•Transform data analytics from sprawling, complex and cluster-based environments to streamlined ecosystems that fit your needs and provide answers in seconds

9:20 AM - 10:00 AM Powering Strategic and Business Impact Through Data & Analytics

Dave Williams, Head of Enterprise Research & Analytics, Farmers Insurance Katie Meyers, Chief Data Officer, Farmers Insurance
Farmers Insurance is in its 2nd year of a coordinated approach to power strategic and business impact through Data and Analytics, with deliberate:
•Engagement - upfront interaction at all levels, from senior executive to initiative/project
•Anchors - business-connected hypotheses, use cases, governance
•Innovation - balanced creativity and pragmatism
•Community - sourcing, organizing, and retaining an engaged and productive talent base
From our partnership as executive Data and Analytics leaders, we’ll portray the Farmers story of what has worked and few things learned along the way.

Dave Williams

Head of Enterprise Research & Analytics
Farmers Insurance

Katie Meyers

Chief Data Officer
Farmers Insurance

10:05 AM - 10:35 AM Business Meetings

10:35 AM - 11:05 AM Business Meetings

11:05 AM - 11:20 AM Networking Break

For financial service and insurance organizations that have historically relied on hard-won experience to drive outcomes, the discipline of data-driven decision making may be a wholly new approach to thinking about how to improve business performance. An assessment of analytics maturity is crucial to company performance, so it’s important to define a framework for a repeatable analytics process.
Join this illuminating discussion as we talk about the stages necessary to creating this framework, such as:
  • Defining how the organization communicates, sets and executes goals; and measures performance
  • Predicting and understanding the behaviors and tendencies of your customers, and forecasting how they will behave in the future in a variety of circumstances
  • Assigning the best interaction strategy to each customer based on understanding and predicting their behavior and patterns
  • Identifying the best mix of strategies by balancing business objectives with the goals of customers
  • Launching the optimized mix of strategies into the field and capturing the responses to those strategies
  • Analyzing the results by comparing predictions, strategies, executed campaigns and customer responses in order to evaluate the impact on business performance


Christopher Casey

Global Head of Regulatory Products and Reference Data
Bloomberg LP

Matthew Rawlings

Head of Middle Office and Operations Solutions
Bloomberg LP

Masterclass B

12:05 PM - 12:50 PM Next Best Offer Analytics: Case Studies and Management Processes

Robin Way, President, Corios
The media is full of broad promises and platitudes promising the use of customer data and analytics to deliver the Next Best Offer to your company’s clients. Yet the reality is there is a dearth of measurable proof about how and how will these approaches actually work: until now. The culture change required of large companies to adopt and embrace these approaches has impacts on the flow of information, senior executive collaboration and trust, creating a shared vocabulary, and changing often long-held standards for how relationship managers select and present offers to customers.
Using recent case studies from several North American companies, this Master Class will address:
•Where fundamental change in customer offer presentment for the better was achieved and institutionalized, with measurable and significant impacts.
•Specific lessons learned about identifying who is the “right” customer, what is the “right” offer, and especially, what is the “right” time to present these offers
•Asking sales teams to change to whom they sell, how they contact those clients, and which needs of those clients they should address, is pushing water uphill.

Robin Way


Masterclass C

12:05 PM - 12:50 PM Pragmatic Data Governance - Real World examples of driving value from your Enterprise Data Governance Investments

Matt McGivern, Managing Director, Protiviti
Many firms struggle with how to ensure their Enterprise Data Governance efforts quickly deliver business value in their organizations, and also how to ensure sustainment of these organizations post the initial launch and investment. Our session will provide real world examples and use cases of where organizations have implemented Enterprise Data Governance, the specific aspects and components of Governance enabled, and how Governance may respond to real world business problems. We will address the following topics, such as:
•What is Pragmatic Data Governance, and how does it differ from how some firms have attempted to launch their programs?
•What frameworks / models for Enterprise Data Governance are other organizations leveraging?
•How do we defend the costs of Enterprise Data Governance within our organization?
•Instances of where we are seeing Regulatory drivers for Enterprise Data Governance, such as within Banking;
By the end of the course, which we encourage to be very interactive with questions and answers, participants should have a better understanding of how organizations are tackling Data Governance, and how these initiatives are adding value to their organizations.

Matt McGivern

Managing Director

12:55 PM - 1:55 PM Networking Lunch

2:00 PM - 2:30 PM Monetizing Analytics to Enable Value for the Business

Frank Moreno, Vice President of Marketing, Datawatch
Financial institutions are making large investments in analytics and data with the expectation of marked earnings. However, after some years of significant investments it is too often the case that these companies cannot show an extraordinary impact. Demonstrating the power of analytics value creation is a necessary condition to establish a sustainable analytics practice within the firm; and for chief data and analytics officers to become relevant key players within the C-Suite.
Join this illuminating discussion as we talk about how to effectively accelerate profits by:
•Creating a noticeable increase in value for the business with analytics
•Demonstrating the right incentives for each department to appreciate analytics as a revenue generator
•Employing the necessary ingredients to demonstrate the value of analytics
•Identifying the best measure of the impact of analytics
•Communicating the results in a meaningful way


Frank Moreno

Vice President of Marketing

2:35 PM - 3:05 PM Business Meetings

3:05 PM - 3:35 PM Business Meetings

3:40 PM - 4:20 PM Utilizing Artificial Intelligence to Extract from Big Data and Link to Business Decision-Making

In the age of big data, financial institutions and insurance companies have more kinds of data available to them than ever before; far more than their current technologies can keep up with. While this multitude of data creates the potential to learn much more about the customer base, it also means that all of this data can be hard to access and manage; and overwhelming to analyze. As such, it’s critical to implement an AI solution that can respond to ever-changing information and make adjustments based on what it learns.
Join this session as we learn how to:
•Identify the AI-based tools that fit your business and business model
•Determine the types of data that can be made available to AI systems
•Summarize data insights to useful attributes
•Use these attributes to predictive models and further use machine learning algorithms to increase model predictiveness and accuracy
•Implement an AI solution that works with your data to deliver what you need to drive business

4:20 PM - 5:25 PM Roundtable Discussions

Roundtable A: Identifying Insights to Drive Better Customer Experience

Roundtable B: Disruptive Technology and the Future of Banking

Roundtable C: Data Integrity vs. Advanced Analytics

Roundtable D: Disrupting the Traditional Financial Services Industry with Blockchain

5:30 PM - 6:00 PM Business Meeting

6:00 PM - 6:30 PM Business Meeting

6:30 PM - 6:45 PM Networking Break

6:45 PM - 7:30 PM Data-First Digital Transformation in the Future Financial Industry

Meeting the human expectations has become an increasingly difficult task for the financial industry in the midst of digital transformation. Expectations are completely changing around what experiences users should be having. There are vast opportunities in new technologies, but understanding how it can help your unique enterprise is the key to discovering its value. How do we stay competitive and agile without missing crucial steps in the everyday business processes? How do we leverage new technologies to enhance capabilities and not just for the sake of having it?
This interactive discussion will be broken into four disruptive segments: Processes, People, Technology and Information. In this session, hear best practices and discussion around technologies that are disrupting the space:
o Comparing FinTech to the rest of the financial industry and discovering new opportunities
o Exploring best methods for agile data-first business transformation at scale
o Defining the roles and necessity of Blockchain and Ethereum
o Leveraging AI and Machine Learning to the necessary extent
o Realizing the potential in dark data

7:30 PM - 7:30 PM Networking Cocktails