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Event Date Tue May 3 UTC (over 2 years ago)
In your timezone (EST): Mon May 2 8:00pm - Mon May 2 8:00pm
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We’ve learned a lot since March of 2020. Digitization has accelerated. Habits have changed. And the way financial services create and deliver value to customers has transformed. One area, though, that continues to be a challenge is the relationship between firms’ technology function and their business users.

Join us the afternoon of May 3 in New York as we bring senior leaders together across business AND technology to learn from each other in Celent’s return to in-person networking. We’ll be using the lessons of the last two years to curate an event that focuses on the unique benefits of seeing each other face-to-face. We’ll leave the one-way presentations to Zoom, and facilitate networking and roundtables to learn directly from each other, facilitated by Celent’s expert analysts. And recognizing the critical role that technology providers play, we’ll invite selected senior executives from critical firms to share their perspectives on today’s environment and what the future holds.

We’ll be discussing top-of-mind topics –Cloud, Data, AI, and ESG – along with industry-specific matters in a variety of curated breakout sessions.

Agenda:

Organizing for Innovation
The pandemic has radically changed consumer and corporate behavior and increased the pace of innovation. Organizations can create new roles and processes to drive speed and results while facing new competition. We’ll explore how firms are managing this new reality. (two sessions)

Defending against Cyber Threats
Phishing, ransomware, and the internet of vulnerable things are all inevitable, so how do financial institutions limit the impact of data thefts, data losses, and breaches? What can new partners and new technologies do to manage this increasing risk?

Optimizing Cloud Strategies
Financial firms are no longer asking whether they should move to the cloud; instead, they’re deciding when to move which functions, and how. What datapoints are decision makers using to chart their course, and how are they bringing their colleagues along? Change management is critical – whether addressing new job descriptions, new processes, or new metrics. (two sessions)

Using Technology to Achieve ESG Goals
New pressures from regulators and stakeholders have made ESG a top-of-mind agenda item for financial institutions. What technology solutions can help executives execute on strategies in this rapidly changing space? (two sessions)

Executing a Data Strategy to Maximize AI Investments
Data is the lifeblood of any financial institution, and still has enormous potential to unlock value for customers and the business itself. To be successful, FIs need plentiful and accessible data, a structured process for exploring use cases, a talent pool with the right expertise, and a culture that supports continuous innovation. (two sessions)

What Next on Digital Assets?
Crypto, distributed ledger, digital assets – all are top of mind. Industrialized use cases, though, are still being thought through. What, practically, are the opportunities, and what steps should you take to ensure that you’re not left behind?

Developing an Embedded Finance Strategy
As financial services become more entwined with the real business of life for both businesses and consumers, what role will your firm play? Will you proactively create value, or simply provide services to the orchestrators?

Using Technology to Improve the Employee Experience During the Great Resignation
The pandemic and great resignation have highlighted the importance of a robust employee value proposition. What are today’s best practices for attracting and retaining top talent? Whether bringing employees back to the office or supporting work from anywhere, employee experience is a strategic business approach that touches every aspect of how the employee engages with the organization.