Agenda Day 1

CDO BFSI Agenda Day 1

8:00 am - 8:30 am EVENT REGISTRATION & COFFEE

8:30 am - 8:35 am IQPC WELCOME SPEECH – Konstantinos-Konor Lambrinidis, Conference Producer, IQPC

8:35 am - 8:45 am OPENING ADDRESS FROM THE CHAIR

Brian Jones - Founder & Director, AtlanticCedar
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Brian Jones

Founder & Director
AtlanticCedar

8:45 am - 8:50 am LIVE POLLS

Poor upstream quality sabotages AI efforts, compliance, and customer experience; reactive fixes simply inflate cost and time resources. Equally, bad quality downstream flow hinders data team efforts by forcing endless cleaning loops, ad-hoc pipeline patches, and manual fixes every time a report or model misfires. Before organisations can even explore safe and efficient use of AI, data architecture and quality need to get in check. Proactive, contract-level standards are essential, and only CDOs that get their data in line will unlock true value. 


  •  Learn how to embed uniform data-quality service level agreements into every vendor and internal business unit contract.
  • Use critical-data-element catalogues to assign clear ownership and accountability.
  • Discover how to automate quality tests, replace manual sampling, and streamline quality. 
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Lashan Bartholomeuz

Head of Data Exchange & Control - Corporate Bank.
Deutsche Bank

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Simon Lewis - Jones

Chief Data Officer - Risk & Compliance
Standard Chartered

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Brian Jones

Founder & Director
AtlanticCedar

9:35 am - 10:05 am FIRESIDE CHAT | BUILDING AN ENTERPRISE DATA COMMERCIAL STRATEGY: THE NEXT FRONTIER FOR YOUR DATA MESH & DATA PRODUCT STRATEGY

Peter Jackson - Global Head of Data Office, Schroders
Ben Kosky - Regional Director - Financial Services, Snowflake


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Peter Jackson

Global Head of Data Office
Schroders

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Ben Kosky

Regional Director - Financial Services
Snowflake

10:10 am - 10:40 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

10:45 am - 11:20 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

11:25 am - 11:55 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

10:10 am - 10:40 am THINK TANK: GOVERNANCE - FROM BURDEN TO SUPERPOWER

Matt Curtis - Head of Data, Esynergy

Governance is too often seen as a burden, something that slows delivery rather than strengthens it. But it doesn’t have to be that way. In this interactive session, we’ll explore how to turn governance into a genuine business enabler: a capability that drives confidence, clarity and control. Join Matt Curtis, Head of Data, esynergy, to discuss practical ways to make governance something people want to do - because it makes sense and adds value.


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Matt Curtis

Head of Data
Esynergy

10:45 am - 11:15 am ROUNDTABLE: AI CLAIMS ROUTER: HOW YOUR PEERS ARE SLASHING CLAIM TIMES AND IMPROVING NPS

Tris Burns - Data Leadership Coach, trisjburns.com

Claims still often bounce between handlers worldwide, affecting pricing, efficiency, and customer satisfaction. AI is however transforming the claim lifecycle, drastically reducing the time from FNOL to payout, decreasing manual processing, and boosting policyholder loyalty. Data leaders now have the opportunity to rebrand insurance operations as a lean claim handling machine that optimizes productivity, guaranteeing compliance and safeguarding against fraud.


  • Share NLP training tips on how to leverage unstructured PDFs and email attachments classify claim type, jurisdiction and urgency at intake.
  • Discuss how audit-grade lineage keeps PRA/FCA auditors happy.
  • Communicate the NPS uplift opportunities that shortening claim lifecycles is already achieving.
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Tris Burns

Data Leadership Coach
trisjburns.com

11:20 am - 11:50 am THINK TANK: DEVELOP REUSABLE DATASETS AND SHARE BEST PRACTICES TO SCALE ENTERPRISE AI

Jez Davies - Global Head of Data Products, Northern Trust Asset Servicing

Duplicate datasets, bespoke feature code and inconsistent definitions create compliance friction, prolong processes, and inflate infrastructure cost. Scaling AI enterprise-wide requires certified golden data copies of critical data and sharable ML templates for the entire organisation.


  • How are your peers keeping downstream app in sync?
  • What are the best practices to guarantee feature reusability?
  • Explore rules that make reusable data sharing quick, not bureaucratic.
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Jez Davies

Global Head of Data Products
Northern Trust Asset Servicing

11:55 am - 12:25 pm FIRESIDE CHAT | GETTING YOUR DUCKS IN A ROW: THE REAL STEPS TO PRODUCTION READY AI

Roxanne Howdle-Rowe - Managing Director, Data & Analytics, British Business Bank
Brian Jones - Founder & Director, AtlanticCedar

Sampling-based checks still miss opaque anomalies while analysts reconcile spreadsheets to appease regulators. As data volumes increase and breach exposure intensifies, CDOs are being pushed to swap periodic evidencing for always-on, AI-driven assurance. Continuous monitoring promises earlier breach detection, leaner control and immutable audit trails - provided models are trained on quality data and wrapped in transparent governance. With DORA, the EU AI Act, BCBS 239, GDPR, SS1/24 and other strict rules in effect, navigating innovation without setting off compliance tripwires has never been harder. The CDOs that will navigate this with emerging models are the ones that will become compliance champions.

 

  • Examine how to benchmark your anomaly-detection models on control logs to flag compliance breaches proactively.
  • Explore how the shift from periodic sampling to real-time attestation is the way forward.
  • Learn how to ensure alerts are addressed in real time.
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Roxanne Howdle-Rowe

Managing Director, Data & Analytics
British Business Bank

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Brian Jones

Founder & Director
AtlanticCedar

12:30 pm - 1:00 pm PROBLEM SOLVING CLINIC

Brian Jones - Founder & Director, AtlanticCedar

Generic Q&As never kill a live blocker. Submit one thorny issue pre-arrival – either through the email that will be sent to you prior to the conference, or during our question collection during the pre-event pub quiz. In five-minute rotations, peers dissect your problem, share fixes and volunteer follow-up contacts. You leave with an action plan and the contacts to get you through it

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Brian Jones

Founder & Director
AtlanticCedar

12:30 pm - 1:00 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

1:00 pm - 2:00 pm LUNCH


2:05 pm - 2:10 pm LIVE POLLS

2:05 pm - 2:35 pm PRESENTATION | CURIOSITY-DRIVEN ANALYTICS: THE JOURNEY FROM DASHBOARDS TO AGENTIC BI

Marcos Monteiro - CEO & Co-Founder, Veezoo


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Marcos Monteiro

CEO & Co-Founder
Veezoo

2:35 pm - 3:05 pm PRESENTATION | ENABLING RESPONSIBLE INNOVATION: HOW DATA CAPABILITIES AT THE FCA ARE SUPPORTING GROWTH, SAFETY, AND DIGITAL MATURITY ACROSS UK FINANCIAL SERVICES

Lauren Dixon - Chief Data Officer, FCA (Financial Conduct Authority)

In this session, Lauren Dixon, Chief Data Officer at the Financial Conduct Authority, will explore how the FCA is using Data to protect consumers, enhancing market integrity, and promoting effective competition.

 

·      Transforming with purpose – how the FCA is developing modern data and supervisory tools to help firms grow with confidence, reduce regulatory friction, and navigate emerging risks at scale. 

·      Driving safe experimentation – the role of TechSprints, digital sandboxes, and early engagement in enabling new ideas to grow safely and responsibly. 

·      Upskilling for the future – why digital literacy, especially for women and underrepresented groups, is vital for building an AI-ready, resilient workforce. 

·      Fostering inclusive partnerships – how the FCA collaborates with industry, academia, and international peers to scale trust, innovation, and opportunity across the ecosystem.

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Lauren Dixon

Chief Data Officer
FCA (Financial Conduct Authority)

3:10 pm - 3:40 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

3:45 pm - 4:15 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

4:20 pm - 4:50 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

3:10 pm - 3:40 pm COFFEE & NETWORKING BREAK

3:45 pm - 4:15 pm ACHIEVING REGULATORY COMPLIANCE WITH TRUSTED DATA IN THE CLOUD​

Steve Holyer - Data Platform Leader, Data Governance and Quality, EMEA North, Informatica

Discover how organizations can navigate today’s compliance requirements while strengthening their data and AI governance.

  • Learn about global developments in regulatory legislation and potential impact on organizations’ data management.
  • Hear about the latest trends, market insights and state of AI governance and what this means for regulatory compliance.
  • Understand the importance of trusted data for regulatory compliance to drive business value

Explore how today’s AI-powered solutions, such as Informatica’s Intelligent Data Management Cloud (IDMC), are enabling data leaders to build confidence in their regulatory compliance strategy.

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    Steve Holyer

    Data Platform Leader, Data Governance and Quality, EMEA North
    Informatica

    4:20 pm - 4:50 pm COFFEE & NETWORKING BREAK

    4:55 pm - 5:25 pm THE NEW RULES OF DATA INTELLIGENCE IN THE AGE OF OMNICHANNEL CUSTOMER EXPERIENCE

    Rob Algar - Solution Consultant, Reltio

    The old rules of data no longer apply. In the Age of Intelligence, BFSI organizations must go beyond siloed systems and fragmented insights to deliver truly personalized and trusted, omnichannel customer experiences. Success now depends on building a real-time, connected view of every customer — a dynamic Customer 360 — fueled by high-quality, unified data that drives retention, loyalty, and growth.

    In this session, Reltio will outline the new rules of data that financial services companies must adopt to compete and win in the Age of Intelligence. Learn how data leaders — CAIOs, CIOs, and IT executives — can modernize their enterprise data foundation to ensure every customer initiative is powered by complete, consistent, and trusted information.

    Attend this session to:

    - Discover how a real-time Customer 360 and trusted data foundation improve customer retention and lifetime value.

    - Learn how an agentic data fabric, built on unified and high-quality data, accelerates transformation across your enterprise.

    - Gain practical, actionable strategies for deploying omnichannel, customer 360 experiences across financial services, ensuring your organization stays ahead of the curve.

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    Rob Algar

    Solution Consultant
    Reltio

    5:25 pm - 6:10 pm PANEL DISCUSSION | PROFITABLE, PRIVATE, AND COMPLIANT: A PLAYBOOK FOR DATA MONETISATION THAT DOESN'T BREACH TRUST

    Ime Akpan - Head of Data Engineering, Vanguard
    David Bruce - Chief Data Officer, Financial Ombudsman Service
    Brian Jones - Founder & Director, AtlanticCedar

    Open Banking APIs and data marketplaces promise new revenue streams which boards are more than keen to explore – but few have managed to monetise data assets to their full extent just yet. Poor data quality, uncertainty over which data can be repackaged into profitable products, privacy concerns, and fragmented data architecture are common inhibitors. Adding to these blockers, Consumer Duty and GDPR slap fines on any hint of misuse, further paralyzing CDOs who would rather play it safe. Pilot revenues are often menial as legal and risk teams veto bold moves. CDOs must now prove a model that grows profit share without triggering customer backlash or regulatory scrutiny.


    • Explore commercial frameworks that share upside with partners, protect from liability, and align with your consumer duty and regulatory commitments.
    • Learn how to develop the infrastructure for secure data sharing, advanced analytics, and product development and capitalize on underutilized data assets.
    • Create convincing narratives that persuade customers to opt in rather than out.
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    Ime Akpan

    Head of Data Engineering
    Vanguard

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    David Bruce

    Chief Data Officer
    Financial Ombudsman Service

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    Brian Jones

    Founder & Director
    AtlanticCedar

    6:15 pm - 6:20 pm CLOSING REMARKS FROM THE CHAIRPERSON

    6:25 pm - 8:25 pm NETWORKING DRINKS RECEPTION