Day 1: Wednesday, August 23rd

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

11:45 AM - 12:00 PM Sponsor Orientation

11:45 AM - 12:00 PM Delegate Orientation

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

12:20 PM - 12:25 PM Chairperson Official Welcome to IQPC’s Chief Data & Analytics Officer Exchange

Joe Caserta, President, Caserta


Joe Caserta


Sponsored by: Caserta

Opening Keynote Address

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

Lori Bieda, Head, BMO, Analytics Centre of Excellence , 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 that. 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, BMO, Analytics Centre of Excellence
Bank of Montreal

Plenary Session

1:20 PM - 1:50 PM 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 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

1:50 PM - 2:00 PM Less is More: Innovating through Managed Data Access

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

2:05 PM - 2:35 PM Business Meetings

2:35 PM - 3:05 PM Business Meetings

Plenary Session

3:05 PM - 3:20 PM Networking Break

Master Class A

3:20 PM - 4:05 PM Turning Dark Data into Operational Data

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

Master Class B

3:20 PM - 4:05 PM Developing a Data Management Strategy to Ensure Sustainability and Stakeholder Engagement

Most firms already have some semblance of data management in place for structured data; and this is usually at the Line of Business level. The real challenge in developing an effective data management strategy is achieving an organization-wide perspective with the core elements of a CDO charter.
Join this interactive session as we discuss the core elements and strategy, such as:
•Defining a framework for the data management program – goals, objectives and scope; how it will be organized, funded, governed and practically implemented
•Mechanisms to ensure sufficient allocation of resources, and approaches used to measure costs and contributions from implementation of the data management program
•Identifying the organizational requirements and mechanisms needed to establish and confirm stakeholder engagement related to the program implementation
•Identifying logical domains of data, the underlying physical repositories; and the governance procedures necessary to ensure the control and appropriate use of the data
•Implementing governance mechanisms for management of the data manufacturing supply chain


4:10 PM - 4:55 PM Mastering the Customer Journey with Analytics: Lessons from Leaders on the Forefront

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 center 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.

5:00 PM - 5:30 PM Business Meetings

5:30 PM - 6:00 PM Business Meetings

Plenary Session

6:05 PM - 6:35 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

6:35 PM - 6:35 PM Networking Cocktail Reception

Sponsored by: Unifi