Agenda Day 2
CDO BFSI Agenda Day 2
8:00 am - 8:30 am
REGISTRATION & COFFEE
8:30 am - 8:40 am
OPENING REMARKS FROM THE CHAIRPERSON
8:40 am - 8:45 am
LIVE POLLS
8:45 am - 9:15 am
PRESENTATION: SCALING SMART - BALANCING DATA & AI INNOVATION WITH DEMAND AND COST IN A PE-BACKED INSURER
Usha Badrinath -
Chief Data Officer,
Mosaic Insurance
In a private equity-backed insurer, every pound of spend is scrutinised while internal demand for new data and AI capabilities keeps growing. In this session, Mosaic Insurance's Chief Data Officer will share how she balances innovation, stakeholder demand and cost, scaling her data and AI stack without "big-bank" budgets. She will explore how reducing data run-costs funds targeted AI investments, how she prioritises which business demands to serve first, and how these decisions are building a scalable, sale-ready data foundation for Mosaic's next stage of growth.
- Choosing what to build next: How to prioritise competing business demands for data & AI capabilities when every investment must earn its place.
- From cost-cutting to growth: Practical examples of reducing data run-costs and redirecting savings into high-impact AI initiatives.
- Designing for tomorrow's scale: How Mosaic's strategic partnership model (outsourcing core tech and operations to a small number of deep partners) shapes architecture decisions and enables a leaner, more scalable data function.
- Communicating trade-offs: Techniques for explaining "yes", "no" and "not yet" to stakeholders when balancing innovation ambition with budget and capacity.
9:15 am - 10:00 am
PANEL DISCUSSION: FROM DATA TO DECISION INTELLIGENCE - HOW IS AI MAKING UNDERWRITING SMARTER?
Alan Strange -
Head of Underwriting & Analytics,
Sophro MGA
AI and machine learning are already reshaping underwriting, pricing and risk selection across the insurance industry. However, the sector faces unique difficulties with fragmented data, legacy system constraints and the operationalisation of unstructured data at scale. So, how can data leaders in insurance scale AI responsibly and consistently across the enterprise while supporting underwriting and pricing decisions?
- Understand how insurers are applying AI and machine learning to enhance underwriting, pricing and risk selection.
- Learn from real-world use cases in insurance, such as slip extraction, unstructured data processing and single customer views to enable better underwriting decisions.
- Explore the data, governance and operating model foundations required to scale AI decisioning across your enterprise.
10:00 am - 10:30 am
PRESENTATION: CLARITY, COMPLIANCE, CONFIDENCE - BRIDGING LEGACY AND CLOUD DATA
Complex legacy infrastructures are still heavily relied upon across financial institutions, making it difficult to demonstrate clear end-to-end data lineage across systems. This lack of visibility can weaken the data control environment, making it harder to identify risk, ensure compliance and build trust. Data leaders must now find ways to bridge legacy environments with modern cloud capabilities while strengthening governance across the business.
- Learn how banks are strengthening their data control frameworks through improved metadata management and quality controls.
- Explore how cloud platforms and data governance tools are enabling greater visibility and stronger technical lineage.
- Understand how to drive behavioural change and embed a top-down culture of accountability for data controls.
10:35 am - 11:05 am THINK TANK: AI ON THE EDGE - WHO’S RESPONSIBLE WHEN IT FAILS?
Defining appropriate ai controls and guardrails is crucial to move use cases into production while ensuring appropriate oversight. Yet the definition of AI risk remains: is it primarily a model and data challenge or a broader enterprise risk?
- Assess how to establish the right guardrails to scale AI safely.
- Debate where AI risk should sit within an enterprise and who is accountable when AI fails.
- Share best practices to balance the demand for ai adoption while maintaining effective risk management.
10:35 am - 11:05 am 1:1 BUSINESS MEETINGS
11:10 am - 11:40 am COFFEE BREAK & NETWORKING
11:10 am - 11:40 am 1:1 BUSINESS MEETINGS
11:45 am - 12:15 pm THINK TANK: CLOUD PROMISES VS REALITY - WHAT HAVE YOU ACTUALLY ACHIEVED?
While the cloud offers scalability, cost efficiency and faster innovation, the reality of adoption in financial institutions is far more complex. Legacy systems, fragmented data and competing priorities often flow progress, leaving data leaders with partial implementations. CDO's are now under pressure to ensure cloud investments deliver real business value- not just technical migration.
- Assess what success looks like in cloud adoption, from improved data quality and faster insights to operational efficiency.
- Identify common barriers to understand where cloud initiatives have fallen short and how to overcome these.
- Share strategic next steps to align cloud investments with data strategy and ensure it delivers measurable impact.
11:45 am - 12:15 pm 1:1 BUSINESS MEETINGS
12:20 pm - 1:05 pm
ROUNDTABLE DISCUSSIONS
Paolo Platter -
CTO & Co-Founder,
Witboost
- SCALING DATA PRODUCTS: TECHNOLOGY CHALLENGE OR OPERATING MODEL CHALLENGE?
1:05 pm - 2:05 pm
LUNCH
2:05 pm - 2:35 pm THINK TANK: WHEN AGENTS START TALKING - FROM WORKFLOWS TO WORKFORCES
The shift towards coordinated agent ecosystems that can execute end-to-end workflows is fundamentally changing how work is structured, decisions are made and how humans collaborate with intelligent systems. Rather than operating as isolated tools, agents are beginning to be embedded within teams, processes and decision chains. Explore what a workforce looks like where agents are beginning to support and augment delivery across teams, and the best practices required to design, manage and scale.
- Explore how agent to agent communication is reshaping enterprise operating models and data workflows.
- Understand how decision-making shifts when agents collaborate autonomously across functions.
- Learn what this means for human roles, accountability and the future structure of ai and data teams.
2:05 pm - 2:35 pm 1:1 BUSINESS MEETINGS
2:40 pm - 3:10 pm THINK TANK: STUCK IN PILOT MODE - WHY ONLY 5% OF AI TAKES OFF
2:40 pm - 3:10 pm 1:1 BUSINESS MEETINGS
3:15 pm - 3:45 pm
PRESENTATION: OWNERSHIP WITHOUT ACCOUNTABILITY? RETHINKING WHAT IT MEANS TO ‘OWN’ DATA
Gaurav Bansal -
Delivery Director,
Bank Of Ireland
Data ownership is a core pillar of governance frameworks, but in many organisations, it still struggles to translate into real accountability for data quality, risk, and outcomes. Increasingly, leading organisations are shifting from static 'named owners' to domain-based accountability embedded in change processes and operational workflows. Ownership is also becoming more measurable linked to data quality, control effectiveness, and the operational or financial impact of data issues. At the same time, expectations are expanding beyond datasets to include controls and lineage, with AI and unstructured data introducing new questions around responsibility and oversight.
- Explore whether current data ownership models deliver true accountability or remain largely symbolic.
- Understand how ownership can be embedded into governance and change processes.
- Learn how ownership must evolve to cover AI, unstructured data, and emerging sources of risk.
3:45 pm - 4:30 pm
PANEL DISCUSSION: BACKING THE BASICS - HOW FOUNDATIONAL DATA ENABLES BUSINESS SUCCESS
Chimene Painter -
Group Operations Data Sponsor & Head of GO DMO Advisory & Analytics,
UBS
Priyanka Marisarla - SVP, Head of Enterprise Master Data, Northern Trust
Lashan Bartholomeuz - VP, Design Authority Corporate Bank Data Services, Architecture & Modelling, Deutsche Bank
Lynn Pope - Director of Data and Analytics, Admiral Group
High-profile initiatives often capture the majority of investment, while the data foundations required to make them successful remain underfunded. Challenges around data architecture and establishing a common data language frequently go unaddressed, creating long-term risks for scalability and impact.
Deutsche Bank
- Learn how to articulate the value of data infrastructure and standardisation to the board to secure funding.
- Understand the risks data leaders face when investment in visible projects outpaces the underlying data foundations.
- Explore strategies to align data initiatives with long-term investment to demonstrate business measurable impact.
Lashan Bartholomeuz
VP, Design Authority Corporate Bank Data Services, Architecture & ModellingDeutsche Bank
