Transforming Financial Services & Insurance with Data & Analytics

The Strategic Currency of the Future

Presented by:

  • Free

Why attend?

Join the discussion with Ron Shevlin, Managing Director of Fintech Research at Cornerstone Advisors and author of the Fintech Snark Tank on Forbes, and TIBCO’s Financial Services leaders to better understand the fintech integration platform and how it unites all applications to deliver a holistic and integrated experience.

Will you become another statistic in the ever-growing impact of fintechs in financial services or will you take the opportunity offered by the deeper insights in the robust data store available to your organization?

Successful businesses of the future will have data and analytics as their core. Even today, competitors in the financial services space are monetizing data, using it to innovate products, create new markets, and derive insights from it that are shared throughout their business. The vast volumes of data the banking industry has today can confer a competitive advantage, but that is only true if organizations learn to harness and combine it with data on customer preferences and context to deliver more personalized customer experiences and personalized products.

A free e-book will also be available to download at the live session.

Key Learning Objectives

  • What are fintechs and neobanks doing to attract and succeed with consumers
  • How can a data and analytics strategy address the competitive pressures of these new entrants
  • Using data and analytics to create a differentiating experience for the next generation of customers
  • The new way of delivering services can leave you exposed, how can data and analytics be used to curtail these exposures

Audience

  • C Level: CEO, CFO, COO, CLO, CMO, CIO, CDO
  • Heads of Quality and Safety Metrics
  • Finance Manager
  • Customer Experience Manager
  • Customer Relationship Manager
  • Lending Manager
  • Operations Manager
  • Marketing Manager
  • IT Manager
  • Data Architect
  • Data Engineer
  • Director of Cloud Computing
  • Director of Data and Governance
  • Director of Data and Integration
  • Director of Integration
  • Head of Analytics

Speakers

Select a speaker to learn more

Ron Shevlin
Director of Research, Cornerstone Advisors, and one of the banking industry’s most notable experts

Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail and manufacturing firms all over the world. As director of research at Cornerstone Advisors, Ron calls on his analytical acumen to author a variety of corporate and commissioned research reports.

Considered one of the banking industry’s most notable experts, Ron’s opinions are regularly sought for inclusion in major banking publications. He writes weekly for Forbes and has published hundreds of articles for his Snarketing blog. A seasoned professional speaker, Ron’s insights and quirky sense of humor are in high demand for trade events and podcasts.

Prior to joining Cornerstone Advisors, Ron was a senior analyst at Aite Group, where he specialized in retail banking issues. Prior to Aite, he led Epsilon’s financial services consulting practice. Before Epsilon, he headed up Forrester’s research efforts on customer loyalty, profitability and consumer channel use in the financial services industry.

Ron is the author of Smarter Bank: Why Money Management is More Important than Money Movement. He was ranked #2 on Bank Innovation’s list of 30 Innovators to Watch. His Snarketing 2.0 blog was named to Radius’ 25 Best Marketing Blogs.

Ron received a master’s degree in finance and statistics from the University of Texas at Austin and a bachelor’s degree in economics from SUNY Binghamton.

Next speaker
Richard Price
TIBCO Sales Director FSI UKI

Richard is an experienced sales leader, with extensive IT sales, marketing, and partner enablement experience in EMEA. Having joined TIBCO in late 2016 to bring his industry knowledge in the FSI vertical, he assists the team to help clients and new customers (and their partners) deliver advantages for the challenges they face in the financial services and insurance sectors.

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Jon Deutsch
TIBCO Managing Director, Financial Services Solutions

Jon leads the effort to develop market-leading enterprise data and analytics solutions for the capital markets, credit union, global banking, insurance, and payments industries. He is an accomplished executive with a long and successful record of starting up and leading technology, marketing, and sales programs that drive software and services revenue, growth, and profitability. Using a strong foundation of product management, product development, and service delivery, Jon has directed multiple industry consortia uniting vendors and technology professionals to deliver commercial interoperability standards. He is an alumnus of the University of Southern California (USC) and Rutgers Business School.

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