FINANCIAL SERVICES CIO STRATEGY MEETING

Disrupt | Digitize | Innovate | Secure

September 14, 2017 | New York, NY

A Knowledge Exchange Program for Financial Services IT Leaders

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Discussion-based gathering of CIOs, CTOs, CISOs, Managing Directors, Executive Directors of IT from Financial Service Institutions around the US

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Select 5-6 discussion groups out of over 25 topic-specific options to fit your priorities and planned initiatives

Each group is led by a CIO and attended by no more than 12-15 others

Select specific engagements with solution providers based on your current needs and IT goals

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WHO ATTENDS THE FS CIO MEETING?

The CIO Strategy Meeting is a discussion based gathering of IT leaders from Banks (Retail, Commercial, Investment & Mortgage), Credit Institutions, Brokerage Houses, Hedge Funds, Money Managers & Insurance Companies.

WHY IS IT UNIQUE?

As opposed to a traditional conference setting with a speaker/ audience format, the “discussion group” environment demands group participation which leads to a sharing of ideas and experiences at multiple levels and stages of implementation.

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NETWORKING OPPORTUNITIES

Each CIO is engaged with and selects on average 2-3 vendors they want to meet with. Their selection is based solely on current or planned initiatives and interest in the service offerings of the attending sponsors.

DISCUSSION TOPICS INCLUDE:

Financial Technologies

How will the emerging technologies drive the new business model in financial services?

• How the operations and branches will be staffed in the future?
• How will financial advice be obtained in real-time?
• How the new technologies impact on launching a new bank or an insurance company?

Digital Disruption

How can financial services create a meaningful change?

• Know who are the new players
• Understand how they think
• Create your digital disruption

Blockchain

How significant blockchain to the future of banking?

• Explore the underlying technology, and how blockchain may be used
• What can we learn from enterprise adoption patterns of other transformative technology?
• What are the challenges and how financial services can address them?

 

Cloud Solutions

Public cloud vs. on-premises solutions

• What are the challenges in shifting from an on-premises model to cloud-based model?
• What are the best ways to manage an architecture that is more diffused and fragmented than ever?
• How to balance security, data protection and commercial confidently?

 

Cyber Security

How cyber attacks impact on the level of confidence in the financial system?

• Balancing safety with customer convenience
• The new security risks the IoT presents for financial services
• Designing, monitoring and measuring your cyber-security goals and keeping your data safe.

 

Customer Intelligence

Build the technology capabilities to capture your customer’s need 

• Creating the “new normal” operating model customer and context-centered
• Offering a seamless omnichannel experience, through a smart balance of human and machines
• Transforming customer interaction through artificial intelligence (AI)

 

Digital Transaction

Staying relevant and competitive in the digital age

• Assessing the benefits from going digital and the opportunities for digitization
• Developing a Digital Transaction Management (DTM) system to enhance your customer expectations
• Using toolkits and API to integrate a DTM system with existing systems

 

Modernizing IT

How will you update your IT operating model to transition to the new normal

• Will you build or buy?
• Is your organization equipped for the new program, now and as it continues to evolve?
• How will you determine if you are moving on the right path?

FACILITATORS INCLUDE:

Donald Kuk
Head Process Architect
BNY Melon Bank

Thomas Simson
Senior Vice President & Chief Information Officer
Bridgehampton National Bank

Alyson Hudson
Vice President Corporate Technology
Guardian Life Insurance

OUR SPONSORS:

“It was the best single-day CIO event I have attended. I truly appreciated the smaller, round table, colleague-led settings for the main discussions. The intimate experiences and shared knowledge is what made this event special.”

-CIO, NYC Administration for Children’s Services

“This is one of the few venues which continue to develop and nurture my professional relationships without the high pressure sales atmosphere so prevalent in other meetings.”

-VP & GM Caprock Government Solutions, HARRIS CORPORATION

“The small strategy sessions are much more fruitful in my opinion.“

-CIO, Heineken

“Great group interaction. Strong facilitation.”

-VP & CIO, Energizer Holdings

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