Day 1: Wednesday, November 8th

11:00 AM - 11:45 AM Welcome Brunch and Registration

11:45 AM - 12:00 PM Delegate Orientation

11:45 AM - 12:00 PM Sponsor Orientation

12:00 PM - 12:20 PM Kickoff Networking Activity

12:20 PM - 12:30 PM Chairperson Official Welcome to IQPC’s Chief Data & Analytics Officer Exchange for Financial Services

Opening Keynote Address

12:30 PM - 1:15 PM Transforming Business Through Journey Analytics

Lori Bieda, Head of Analytics, Bank of Montreal
Customers are consuming our brands across a multitude of touchpoints, and every time they do they leave digital footprints in our data. Journey analytics is a revolutionary and rapidly expanding field of analytics which transforms big data into tangible strategies. It allows businesses to see the real journeys are customers are on – and pinpoint - with mathematical precision - where along the journey we as brands triumph or fail. In this session you will see examples of how businesses are being transformed by this new field of analytics and how customer journeys are directly shaping client experience, revenues, and finding millions in cost savings - all through mastering the customer journey with analytics.


Lori Bieda

Head of Analytics
Bank of Montreal

1:15 PM - NaN:NaN AM Why the Status Quo isn't Good Enough: Reimagining the Customer 360

Digital transformation is affecting every aspect of the customer experience - changing the way conversations are had, decisions are made, and actions are taken. 88% of customer data is ignored because systems weren’t designed to handle unstructured data created by digital processes such as web chats, emails, and social media. This session will explore why the status quo isn’t good enough anymore and how banks and financial institutions can use modern big data technology to create an intelligent Customer 360 to personalize an omni-channel experience.

Ignite Session

12:45 PM - 12:55 PM Less is More: Innovating through Managed Data Access

Greg Bonin, Chief Operating Officer, XOR Data Exchange
Data breaches and security incidents have delivered repeated blows to Big Data innovation programs in the last year. As consumers and enterprises worry more about privacy and security standards, the knee-jerk reaction has been to limit the amount of data leaving the organization or even flowing between business units.

While limiting data access through traditional means is a quick fix to minimize risk, data sharing is a necessary component to innovation. In order to continue growing without compromising your customers’ privacy and security, permissioned data sharing represents the foundation of the modern data innovation efforts.
Join this enlightening session as we will hear about:
•What are data access permissions and how are they configured?
•How permission-based sharing can deliver access to new data sets
•Proven use cases for permissioned data sharing

Greg Bonin

Chief Operating Officer
XOR Data Exchange

2:00 PM - 2:30 PM Business Meetings

2:30 PM - 3:00 PM Business Meetings

3:00 PM - 3:30 PM Networking Break & Business Meetings

Interactive Panel Discussion

3:35 PM - 4:20 PM Mastering the Customer Journey with Analytics: Lessons from Leaders on the Forefront

Lori Bieda, Head of Analytics, Bank of Montreal Dave Williams, Head of Enterprise Research & Analytics, Farmers Insurance Xenia Lane, SVP, Omni Channel Analytics, SunTrust
FI’s are transforming their business models around the customer journey. From isolating the journeys that matter most to customers, to overhauling processes from a customer’s viewpoint, to changing the way they work so the customer is at the centre of their thinking – it is the customer level data and insight that is driving such change at a rapid pace. Learn from leading companies across the globe on what has worked, what they’d do differently, and how to set up your customer journey analytics in a way that is poised to drive the best outcomes for your organization.


Lori Bieda

Head of Analytics
Bank of Montreal

Dave Williams

Head of Enterprise Research & Analytics
Farmers Insurance

Xenia Lane

SVP, Omni Channel Analytics

BrainWeave A

4:25 PM - 5:10 PM Developing and Implementing an Analytics Roadmap

Analytics teams are asked to develop roadmap for their companies, what is the right approach to develop a roadmap? How can we build a roadmap that has the data and IT support? How do we develop a right operation model for analytics teams to work and interact with other departments?

Join us in this interactive session as we discuss some real examples of analytics roadmap, some guiding principles in roadmap development, such as:

  • Roadmap is based on an analytics vision for the future and the benefit of knowing what analytics to prioritize
  • How to integrate a flexible technology solution to support an analytics vision
  • Roadmap phases should not stop ongoing initiatives, rather provide a methodical approach to transforming the analytics culture
  • Roadmap implementation should be consistently re-visited as projects are initiated and progress is measured

Masterclass A

Data is being created at a staggering pace, and too much data creates information overload. As such, organizing and storing all of this data is problematic, and companies don’t know how to use all of this data to create insight. The downside of this data chaos is poor customer service, lost productivity and risk of exposing confidential or personal information.

Join us in this session as we discuss how to turn your “dark” data into operational data by:

  • Separating redundant, outdated & trivial data
  • Grouping “like” documents together and determining how closely they match
  • Creating metadata that includes retention periods, security policies & indexes for full-text search
  • Indexing your documents and developing search criteria by word, phrase or categories
  • Creating centralized visibility & control, in-place document management, and improve compliance & security

4:25 PM - 5:10 PM Turning Dark Data into Operational Data

5:15 PM - 5:45 PM Business Meetings

5:45 PM - 6:15 PM Business Meetings


6:20 PM - 7:05 PM Women In Data & Analytics

Lori Bieda, Head of Analytics, Bank of Montreal Xenia Lane, SVP, Omni Channel Analytics, SunTrust
With the massive global demand around data and analytics, are women well represented or are they still and underrepresented minority? What diversity trends face the this ever-growing space, what are the benefits of getting more women involved and how do we encourage more women to apply to the maths and sciences, work in the data and analytics field, and propel forward to management positions? Are the dynamics facing business ripe for the skills that women have to offer? Come see what experts have to offer in this area – women who have progressed through the ranks and those who have helped them get there.


Lori Bieda

Head of Analytics
Bank of Montreal

Xenia Lane

SVP, Omni Channel Analytics

7:05 PM - 8:05 PM Networking Cocktail Reception