CDAO Financial Services & Insurance UK schedule

• Anticipating change and managing uncertainty, a look at five fast growing trends of data management in Financial Services  
• Strategies to invest in those trends that are most relevant to your organization  
• How data & analytics leaders need to adapt to succeed in the future 

In an era where Artificial Intelligence (AI) and Machine Learning (ML) are at the forefront of technological advancements, the financial services sector stands at a crucial juncture with an unmissable opportunity to harness the power of data to reimagine customer experiences, develop innovative new products and drive cost savings. In this session, we will explore the opportunities that are ripe for the taking through AI and ML, and delve into how a robust, governed, and trusted data framework will help you to realise them. This keynote will equip you with the knowledge, strategies, and inspiration to propel your organization into a future where data integrity and advanced technologies unite to deliver limitless opportunities for efficiency and growth. Join CluedIn and Microsoft for a discussion that explores the possibilities of AI and ML, grounded in strategic and pragmatic approaches to making the dream a business reality for the financial services sector.

Zack Alami, Enterprise Sales Lead, CluedIn 

Isabel Arevalo, Senior Account Technical Strategist & Data Governance SME, Microsoft 

• Is there a short-term solution to the talent crisis in D&A?  
• Successful strategies and best practices to retain and attract human resources 
• Reskilling your non- data analytics talent  

 Panellists

Christopher Butler, Head of Data and Analytics, HSBC Bank UK 

Shweta Gupta, Vice President, Deutsch Bank 

Yousra Aoudi, Quantitative Analyst, VP, BNY Mellon 

• Current / future trends in Generative AI 
• Challenges and solutions in the AI format for the financial services sector 
• Impacts on how the financial services sector will evolve 
  
  Richard Bownes - Principal - Data & AI, Kin + Carta  
  
  Matt Quinn - Data & AI Specialist Lead, Financial Services and Insurance, Microsoft 

• Ensuring that your data collection methods bring in only high-quality data  
• Developing a long-term strategy for consistent data quality  
• Knowing exactly what KPIs to target   
• Challenges and lessons learned  

Panellists

Zack Alami, Enterprise Sales Lead, CluedIn 

Henry Pearce, Data Director, Totally Money 

Dario Morelli, Head of Data Analytics, TrueLayer  

• In which ways data governance provides value in banking? 
• Can data governance ever be something more than ‘just having to be done’?  
• Is it possible to ever make to the logic of ‘governance’ to the logic of ‘business’?  
• Best practices of data governance in the banking sector 

Vladimir Bendikow, CDO, FBN Bank Limited 

• What are the most important skills for a CDO - data, change management or leadership skills?  
• How can you deliver not just short-term but long-term strategy?  Should data strategy be considered part of wider business strategy, or separately? 
• Why is the turnover of CDOs so high and how can this be rectified? 
  

Moderator 

Zack Alami, Enterprise Sales Lead, CluedIn 

Panellists

Brendan Ellis, Head of Data & Business Intelligence, Pantheon Ventures 

Christopher Butler - Head of Data and Analytics, HSBC 

Gurprit Singh, Global Head of Data, Partners-Cap 

Jawwad Rasheed, Field Transformation Lead- CFO, Alteryx  

Akinola Akinyemi, Head of Data Science, IG Group 

Zubeir Mukri, Head of Business Intelligence. Henley Investment Management 

This panel discussion will delve into the pivotal role of Customer Data Platforms (CDPs) in balancing personalisation and data privacy within the financial services industry. The discussion will cover the following aspects: 

• The Role of CDPs 
• What to consider when implementing a CDP 
• The people and process around CDP implementation 
• Consumer Duty and how CDP’s can help businesses adhere to the duty 
• FSI use cases 
• Where CDP projects have failed
  

  Moderator: 

  Rob Coyne, SVP & GM EMEA, Tealium 

  Panelists: 

  James O’keefe, Marketing Technology Director, Legal & General 

  Paul Sene, Associate Partner, CACI 

  
  

• How to proactively navigate the complexity of data ethics  
• Earning trust and gaining credibility within the organization   
• Staying ahead of organizational & technological changes by evolving your data ethics strategy 

Andy Wrigley, Former Head of Communications- Data and Analytics, HSBC  

Shweta Gupta, Vice President, Deutsch Bank  

Zubeir Mukri, Head of Business Intelligence. Henley Investment Management 

• How to ensure your people are part of your data journey  
• How to manage the strategic commitment required for a constantly evolving data strategy? 
• Defining roles in cross-functional teams: who owns the data and who is responsible for each task

• Emerging and anticipated developments in Generative AI 
• Addressing hurdles and providing answers in implementing AI within the financial services industry 
• Anticipated transformations in the evolution of the financial services sector due to AI implementation  

• What’s next in the financial services sector in terms of data & analytics and how have you secured investment in this? 
• What can be done to encourage more people to consider data & analytics as a career path? 
• How are data & analytics being utilised to influence different business priorities? (e.g., ESG data) 
• What have been your biggest success from data & analytics in financial services? 

Sam Livingstone, Head of Data Science & Data Engineering, Jupiter Asset Management 

Nzau Muinde Director: Data Strategy, Mastercard 

Guy Whitley, Director of Strategy, Alteryx  

• How to see past the hype and truly understand where AI can transform; 
• Anticipate future regulations to avoid losing out 
• Developing a culture of AI acceptance and trust. 

• How do you define ‘data monetisation’?
• What key features of a data platform can help you generate monetisation opportunities? 
• How effective are data monetisation strategies today? 
• How do you start on your data monetisation strategy?  

Moderator

Nzau Muinde Director: Data Strategy, Mastercard

Panellists
Stuart Simmons, Sales Director- Banking & Finance, Denodo 

Gurprit Singh, Global Head of Data, Partners-Cap 

Gareth Hagger-Johnson, Director of Data Strategy, The Nottingham  

Akinola Akinyemi, Head of Data Science, IG Group 

• Observed challenges and lessons learnt 
• Case studies to illustrate these challenges and their impact on transformation initiatives 
• Potential industry approaches to address these challenges  

Avi Arnon, VP Venture Investor, Citi 

Dario Morelli, Head of Data Analytics, TrueLayer 

• The importance of creating a clear plan for the move  
• Is your workforce trained and ready to lift and shift?  
• Successful strategies and best practices when moving to The Cloud 

Martin Lidl - Chief Data Officer at Admiral Group PLC