Agenda Day 2

CDO BFSI Agenda Day 2

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

8:00 am - 8:30 am GENAI BREAKFAST MIXER

Receive pre-printed GenAI prompts and share tweaks and improvements with other delegates over breakfast.

8:30 am - 8:40 am OPENING ADDRESS FROM THE CHAIR

8:40 am - 8:45 am LIVE POLLS

8:45 am - 9:15 am FIRESIDE CHAT: UPSKILL & RESKILL - DRIVE DATA FLUENCY ACROSS THE ENTERPRISE AND SAFELY DEMOCRATISE DATA ACCESS

Peter Jackson - Global Head of Data Office, Schroders
Viktor Talan - Vice President Analytics & Business Insights, Mastercard Europe

Data democratisation fails when frontline staff lack literacy or breach controls, while specialist data teams drown under ad-hoc requests. A scalable talent model has become board-level priority and the only solution. CDOs must now develop controllable and accountable IT literacy to drive productivity, free up resources, and enable innovation from all business functions.


  • Learn how to design tiered data-fluency ladders tied to internal career progression and regulatory competence needs.
  • Explore how lesson gamification moves staff off ad-hoc spreadsheets.
  • Discover access-tier models that scale self-service, not risk.
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Peter Jackson

Global Head of Data Office
Schroders

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Viktor Talan

Vice President Analytics & Business Insights
Mastercard Europe

9:15 am - 9:45 am PRESENTATION | BEYOND GENAI: DEPLOY AGENTIC AI TO AUTOMATE WORK, NOT JUST GENERATE WORDS

Simon Torrance - Executive Working Group Member, Accelerating Digital Transformation, World Economic Forum

Agentic AI is the next leap beyond GenAI: autonomous digital “workers” that execute complex processes at software speed and near-zero marginal cost. Yet no UK bank or insurer has moved past pilot stage. Knowledge gaps, shaky data foundations and governance anxiety stall progress while early movers eye dramatic operating leverage. CDOs need to lay out and execute pragmatic agentic AI development and deployment roadmap before rivals out-automate them.


  • Find out how agentic AI can create a scalable digital workforce without blowing up risk budgets.
  • Hear executive-level definitions that demystify agentic versus generative AI and frame the opportunity beyond uncertainty.
  • Learn a step-by-step readiness checklist covering data quality, orchestration tech, governance and change-management tactics through tried and tested case studies. 
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Simon Torrance

Executive Working Group Member, Accelerating Digital Transformation
World Economic Forum

9:45 am - 10:15 am PRESENTATION | DATA DEMOCRACY OR DATA MERITOCRACY? NAVIGATING THE PATH TO SMARTER DECISION-MAKING


10:20 am - 10:50 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

10:55 am - 11:25 am ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

11:30 am - 12:00 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

10:20 am - 10:50 am THINK TANK: SUNSET OR SUSTAIN? PHASING OUT LEGACY SYSTEMS TO UNLOCK DATA VALUE
Rakhee Dutta Gupta - Chief Data Architect, Sumitomo Mitsui Banking Corporation

Legacy cores often underpin your most critical data stores, but cobbling together modern analytics on a fractured, unsupported stack kills velocity and trust. CDOs need a clear framework to decide what to retire, test safely and reinvest savings into modern data products.


  • Learn to rank applications by their impact on data quality, operational risk and team expertise to decide your sunset roadmap.
  • See how peers run parallel tests to validate decommissions without disrupting live reporting.
  • Find out how to channel freed-up budget into high-impact analytics and AI initiatives.
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Rakhee Dutta Gupta

Chief Data Architect
Sumitomo Mitsui Banking Corporation

10:55 am - 11:25 am COFFEE & NETWORKING BREAK


11:30 am - 12:00 pm THINK TANK | THE HYBRID TALENT PUZZLE - BRIDGE THE KNOWLEDGE GAP BETWEEN BUSINESS ANALYSTS AND DATA EXPERT
Kiran Bal - Head of Group Data Quality, Lloyds Banking Group

Success depends on employees fluent in both business context and technical delivery – balance sheets and Python. Yet the talent market offers few such hybrid profiles. CDOs are now looking to offer credential paths, internal gig-marketplaces and reward opportunities that retain such staff without Silicon-Valley-esque pay checks.


  • Explore cross-skill training to create business savvy data experts.
  • Discover how to launch an internal talent marketplace that shares niche expertise on demand.
  • Hear how peers tie hybrid-role performance metrics directly to business outcomes. 
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Kiran Bal

Head of Group Data Quality
Lloyds Banking Group

12:05 pm - 12:50 pm PREPARE HUMANS FOR 10 000 DIGITAL CO-WORKERS

Agentic AI will add armies of synthetic workers, yet most executives and staff still think “digital colleague” means RPA. Ignorance breeds fear and stalls investment. Structured education and change management sprints are urgent musts before scale pilots can land - but fear needs to be addressed first, and the value proposition of AI agents further explained.

12:05 pm - 12:50 pm ROUNDTABLE: END-TO-END LINEAGE & IMPACT ASSESSMENT – TRACE ERRORS BEFORE COSTS EXPLODE

Banks admit that when upstream changes corrupt millions of transactions “it’s already too late.” True lineage across multiple hops is not exactly simple, and reconciliation consumes days of analyst time while risk escalates. CDOs need transparent traceability plus fast impact assessment to cut firefights and fines.

12:05 pm - 12:50 pm TRUSTED-PARTNER PROCUREMENT – ACCELERATE DELIVERY WITHOUT COMPROMISE

Modernisation grinds when every new SaaS vendor faces months of privacy, security and contractual reviews – often up to 18 months. Some organisations prefer to keep a “tight ship” of pre-vetted partners because laws and global contracts make onboarding painful. CDOs must streamline vetting to keep build velocity while satisfying CISOs, CFOs and regulators.

12:05 pm - 12:50 pm DATA-RESIDENCY & SOVEREIGN CLOUD REALITY CHECK – STAYING COMPLIANT ACROSS JURISDICTIONS

EU, Saudi, APAC and US rules all demand local data anchors; data residency is often viewed as a competitive power play wrapped as regulation, which now shapes every architecture choice. CDOs juggling multi-cloud must prove which data lives where, negotiate exit clauses yet still keep analytics latency low. Delays invite fines - and business users waiting on reports.

12:50 pm - 1:50 pm NETWORKING LUNCH

1:50 pm - 2:20 pm PRESENTATION | KILL SWITCHES, LINEAGE & CONTROL: AI GOVERNANCE THAT ACTUALLY DOES ITS JOB

Every BFSI organisation waves a “responsible-AI” memo on their intranet, yet few can prove that during run-time every model respects Consumer Duty, SS1/24, the EU/UK AI acts and internal AI policies. CDOs must translate fine words into practical and enforceable guardrails before regulators, auditors or customers notice.

 

  • If the PRA, FCA and EU AI Act inspectors walked in tomorrow, what’s the absolute minimum control set you’d show them?
  • Share best practices on how you stitch model cards, lineage logs and kill-switches.
  • Discuss how you are splitting accountability across data, risk and compliance.

2:25 pm - 2:55 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

2:55 pm - 3:25 pm ONE-TO-ONE BUSINESS MEETINGS & NETWORKING

2:25 pm - 2:55 pm DATA TARIFF WAR ROOM | DATA FLOW FRAGMENTATION - HOW READY WOULD YOU BE?

In a not-so-distant future geopolitical rifts could hypothetically throttle inter-continental data flows, raising latency, duplicating costs and stranding AI models trained on global datasets. CDOs must scenario-plan today: regional data zones, compliant encryption, local-first analytics and contractual exit clauses.


Imagine this:


  1. The US, the EU, and BRICS have now announced data flow throttles, with a 20% tariff on every GB of cross-border data flows between each block.
  2. Transfers are throttled to 250 ms minimum latency and are subject to on-the-fly inspection.
  3. Regulators in all three blocs require a signed exit plan proving critical workloads can run locally within 90 days.
  4. Tariffs take effect in 30 calendar days; fines equal 4 % of global turnover for non-compliance.


Split into 3 teams – your scenarios are:

  • Blue Team – Your CEO is under FCA watch for prior violations.
  • Green Team – GenAI product launch in 90 days – a global rollout in all affected regions.
  • Yellow Team – Your CFO orders a 30% data storage cut.


Each table’s nominated leader shares their team’s findings with the rest of the room

2:55 pm - 3:25 pm COFFEE & NETWORKING BREAK


3:30 pm - 4:00 pm FIRESIDE CHAT | AVOID THE POC GRAVEYARD – HOW TO TRANSLATE PILOTS INTO POUNDS WITHIN 90 DAYS

Mahesh Bharadhwaj - Chief Analytics Officer, Jaja Finance

Data teams get excited by POCs, yet many fail to clear the final hurdles of risk and funding approval, as well as operational integration. As a result, time and money is wasted, innovative ideas get shelved, the board loses faith in data leadership and the data department once again gets branded as a high-expense cost centre. CDOs need to ensure they have clear strategies for POC selection and product implementation to create a better ROI for their business.


  • Learn how to identify POCs that are doomed to fail early to save time and costs.
  • Identify key stakeholders to engage in your pilots to avoid last-minute red tape.
  • Crowdsource pragmatic goals that should be in place for any POC project and how to best communicate your expectations to vendor partners
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Mahesh Bharadhwaj

Chief Analytics Officer
Jaja Finance

4:00 pm - 4:30 pm PRESENTATION | TURN CHATBOTS INTO TRUTH ENGINES: BUILD RAG SYSTEMS THAT SCALE AND STAY SAFE

Venkatesh Ramachandran - Global Head Of Equity Analytics, Citi

Chatbots trained on public large language models are prone to hallucinations, misquoting policies and leaking PII. RAG pairs a private LLM with permissioned document retrieval, serving proof auditors can trace. Leaders in the space are cutting call-centre average handling time while simultaneously slashing compliance redlines. It all sounds great – but CDOs and their teams need to establish robust architecture and governance, as well as evaluate the technology optimisation cost vs ROI.


  • Find out how enterprise-grade RAG turns GenAI into a safe productivity engine.
  • Discover month-by-month ROI tracking you can share with the board.
  • Compare GPU spend versus manual-query savings across pilots
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Venkatesh Ramachandran

Global Head Of Equity Analytics
Citi

4:30 pm - 4:35 pm CHAIRPERSON’S CLOSING REMARKS

Brian Jones - Founder/Director, AtlanticCedar
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Brian Jones

Founder/Director
AtlanticCedar