CDO BFSI Agenda Day 1
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.
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.
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.
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.
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.
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
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.
Discover how organizations can navigate today’s compliance requirements while strengthening their data and AI governance.
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.
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.
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.