Agenda Day 1

CDO BFSI Agenda Day 1

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

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

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

8:50 am - 9:35 am PANEL DISCUSSION: STOP BAD DATA AT ITS SOURCE AND BUILD ENTERPRISE-GRADE DATA QUALITY FROM THE GROUND UP

Christian Cardone - Head of Market Data, Glencore
Jithindas Ramadas - Director, Data Strategy and Management, Aviva Investors

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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Christian Cardone

Head of Market Data
Glencore

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Jithindas Ramadas

Director, Data Strategy and Management
Aviva Investors

9:35 am - 10:05 am SNOWFLAKE PRESENTATION


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: SYNTHETIC-DATA SANDBOX - HOW TO TEST SAFELY WHEN REAL CUSTOMER DATA IS OFF-LIMITS

Consumer duty rules and cross-border privacy laws block teams from using live customer data in non-production. Synthetic data promises safe, and statistically valid test sets. But many wonder if synthetic data can yield meaningful results,


  • Explore the privacy risks and considerations that make synthetic a must-have.
  • What are some quality checks that can convince auditors the fake data is “good enough”?
  • Share use cases that generate, store, and watermark synthetic data for use in your next model training cycle

10:45 am - 11:20 am ROUNDTABLE: AI CLAIMS ROUTER: HOW YOUR PEERS ARE SLASHING CLAIM TIMES AND IMPROVING NPS

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.

1:45 pm - 2:15 pm PROBLEM SOLVING CLINIC

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

12:00 pm - 12:30 pm PRESENTATION | FROM MANUAL CONTROLS TO AI-ENABLED MONITORING – HOW YOUR AI CAN CONTROL YOUR AI

Roxanne Howdle-Rowe - Managing Director, Data & Analytics, British Business Bank

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

12:30 pm - 1:30 pm LUNCH


1:35 pm - 2:05 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

1:35 pm - 2:05 pm 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

2:20 pm - 2:25 pm LIVE POLLS

2:25 pm - 2:55 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

2:55 pm - 3:25 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)

3:30 pm - 4:00 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

4:05 pm - 4:35 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

4:40 pm - 5:10 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

3:30 pm - 4:00 pm THINK TANK | BRIDGE THE GAP: ALIGN TECH VISION WITH BUSINESS KPIs TO DRIVE REAL RESULTS

Adam Preston - Chief Data Officer, Close Brothers

Tech teams come up with visionary ideas; Business units chase next quarter’s numbers; mis-alignment results in mid-project funding cuts, leaving everyone frustrated. CDOs step up to the challenge, and bridge technical data expertise with solid business objectives to drive both innovation and growth.


  • Discuss how drafting clear joint KPIs with respective business units may clear red tape faster.
  • Alongside your peers, design a repeatable PoC cycle template that you can use to accelerate aligned future projects.
  • Share how narrative storytelling often plays a role in demonstrating value proposition that keep board scepticism at bay.
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Adam Preston

Chief Data Officer
Close Brothers

4:05 pm - 4:35 pm ROUNDTABLE | LET’S TALK FAILURES: WHAT DIDN’T WORK (AND WHAT WE HOPE TO HAVE LEARNED)

Corporate culture tends to only showcase wins, leaving recurring mistakes unaddressed and often unacknowledged across functions and geographies.


  • Share failure stories and have a frank discussion without reputational risk.
  • Collaborate with your peers to group similar root causes of failure into an enterprise “avoid list”.
  • Decide on the top 3 common mistakes your groups have admitted to, and commit to avoiding them

4:40 pm - 5:10 pm THINK TANK | LOW-CODE WORKFLOW AUTOMATION – INCREASE PRODUCTIVITY WITHOUT INCREASING HEADCOUNT

Hiring caps can hurt growth while customer volumes escalate; low-code platforms promise drag and drop productivity and broader workflow gains but risk uncontrolled app sprawl.


  • Benchmark against your peers and discover how many hours you can save per automated process.
  • Share practical insights on how to calculate provable ROI.
  • Brainstorm pragmatic kill-switches and approval processes that can stop uncontrolled app sprawl before it starts. 

5:15 pm - 5:45 pm THE AUTONOMOUS ADVANTAGE: UNLEASHING YOUR AGENTIC AI FUTURE IN FINANCIAL SERVICES

Chris Lowe - Senior Solutions Consultant, Reltio

The world of banking and financial services isn't just changing—it's demanding autonomous intelligence. Forget traditional AI's insights; the next frontier is Agentic AI, systems that make real-time decisions, anticipate desires, and act on their own. This isn't science fiction; it's today's competitive edge. We'll show you how this revolution transforms customer experiences, skyrockets operational efficiency and unlocks new revenue streams in BFSI like never before. But here's the kicker: none of it works without a foundation of trusted, real-time, unified data. Discover how Agentic AI, supercharged by Reltio, delivers unprecedented agility and profitability, truly future-proofing your enterprise.


  • Get practical, actionable strategies for deploying Agentic AI in your financial services organisation, powered by a data platform that makes it real.
  • Learn how autonomous personalisation and optimised operations can drive significant new revenue streams.
  • Understand how to prepare your business for the next wave of AI, ensuring you stay ahead of the curve.
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Chris Lowe

Senior Solutions Consultant
Reltio

5:45 pm - 6:30 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

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

6:30 pm - 6:35 pm CLOSING REMARKS FROM THE CHAIRPERSON

6:45 pm - 8:45 pm NETWORKING DRINKS RECEPTION