Webinars

As financial institutions accelerate AI and machine learning adoption, Chief Data Officers (CDOs) are playing a central role in driving innovation, revenue, and growth. This webinar explores insights from a survey of 100 senior financial services leaders, highlighting key trends in data leadership, strategic outsourcing, and the critical balance between offensive and defensive data strategies.

Speakers:

• Justin Heller, SVP, Chief Data Officer, Synchrony Financial
• Steve O’Brien, Head of Enterprise Solutions, Rimes
• Chris Rand, Head of Research, FIMA Insights

Many financial institutions have bold growth ambitions—some aiming to double or even triple revenue over the next five years. But scaling isn’t just about acquiring more customers or launching new products—it demands a rock-solid foundation of trusted data. In this session, learn how leading institutions are using customer data, analytics, and data quality strategies to unlock new growth paths, from hyper-personalization and cross-sell to digital onboarding and AI innovation. Leave the session with a clear picture of how trusted identity data enables faster go-to-market execution, smarter analytics, and seamless customer experiences—at scale—and how to take steps to activate customer data in your organization.

Speakers:

• Adrian Rodriguez, SVP of Data & Innovation, American Heritage Credit Union
• Sameer Soni, Director, Data Modeling & Data Management CoE, Fidelity Data Architecture
• Martin Hougaard, General Manager of Financial Services, Verato
• Chris Rand, Head of Research, FIMA Insights

Key Takeaways:

• Private Marketplace Adoption: Understand the crucial considerations for your team when considering building an internal-facing marketplace
• Public Marketplace Data Sharing: Discover how to leverage the data becoming available through cloud data marketplaces
• Importance of Centralized Data Teams: Quantify the hidden costs of data silos in licensing, tech, and time to value
• Realized Gains: Gain insights into case studies like Two Sigma & Schroders, exploring the tangible benefits that leading firms have achieved through innovative data onboarding and data sharing strategies

Speakers:

• Cara O’Brien – State Street
• Tony Mazzarella – Voya Financial
• Dan Lynn - Crux
• Timothy Sepp – Databricks
  

Key takeaways include:

• Capabilities in EDM solutions data leaders are prioritizing moving forward - How AI adoption can help with some of the major data management pain points
• Overall satisfaction with current technologies
• Noteworthy developments in advanced EDM data management and integration 
• Insights about high-level technology decisions being made in the industry- how you can benefit

Speakers:

• Chris Rand, Head of Research, WBR Insights
• Tony Mazzarella, Director, Enterprise Data Enablement & Governance, Voya Financial
• Sam Barber, Head of Data Products, Rimes
• Theo Bell, Head of AI Product, Rimes
  

Key Takeaways:

• The day to day issues that arise with low quality data.
• Establishing the standard of data quality, and what it isn’t.
• Discussing the end to end on how data quality is subjective, and unique to the business.
• How do you start to incorporate data, for data that doesn’t have standards and isn’t regulated.
• Ways that institutional investors like you are managing their data quality and control processes best practices for streamlining data management.
• How you can leverage data management tools and technology for data validation and cleansing.

Speakers

• Ryan Portela, Moderator and Program Director, FIMA
• Tony Mazzarella, Director, Data Governance, Voya Financial
• Mike O'Riordan, Chief Data Officer, Deutsche Bank
• Estèphe Corlin, Product Lead, Data, SigTech
  

For many Asset Management firms, the investor onboarding and ongoing lifecycle management journey has long been a maze of frustration and inefficiency. The Know Your Customer (KYC) process and mountains of data have clashed with outdated tech, creating a perfect storm of chaos. Data silos, operational bottlenecks and risk exposure lead to long onboarding times, delayed revenue and investors left tapping their fingers. In this webinar, we'll explore the key risk, compliance and operating challenges currently facing Asset Management firms, and offer a case study view of what good looks like when these processes are streamlined, integrated and digitalized.

Speaker Include:

• Jay Krish, Head of Data Governance for Financial Crimes Compliance, State Street
• Cindy Castellano, CFA, CEO, Cutter Associates
• Terry Flynn, Managing Director, Asset Management, Fenergo
• Ryan Portela, Moderator: Program Director, FIMA Events

Key Takeaways:

• The importance of data capabilities in a merger, and how they drive growth and expense synergies
• Benefits and risks of evaluating data management capabilities
• Business-driven data stewardship, data quality, data lineage, etc.
• Frameworks for assessing data management capabilities

Speakers:

• John Bottega, President, EDM Council
• Julia Bardmesser, SVP, Head of Data, Architecture and Salesforce Development, Voya Financial
• Jeremy Hertzog, Director of Product Marketing, Affinity
  

Key Takeaways:

• Current state of the U.S. Housing market and thedrivers for timely, trusted, and transparent data
• Freddie Mac’s Data Governance Journey – Why? What?How? Benefits?
• The role of Informatica’s solutions for enterprisedata governance and management

Speakers:

• Lori Smith, Enterprise Data Strategy & Governance Director at Freddie Mac
• Thomas Brence, Director of Product Marketing for the Data Quality at Informatica

Key Takeaways:

• Gain insights from data governance practitioners and experts on what’s working vs. what's not
  
• Learn what pitfalls to avoid and the lessons learned in implementing and managing a successful data governance program
  
• Understand what technologies are important and why to support a sustainable and effective data governance program

Speakers:

• Loretta Ibanez, Enterprise Data Strategy & Governance Director - Single Family Business, Freddie Mac
  
• Bruno Giordano, Vice President, Data Stewardship, Brown Brothers Harriman
  
• Peter Ku, Sr. Director Industry Solutions Consulting – Financial Services, Informatica
  

Key Takeaways:

• Learn from a case study example about how and why financial institutions are implementing a shared KYC service model to serve 21 key business units and jurisdictions
• Discover how by integrating Client Lifecycle Management systems and processes - with key data providers - data can be automatically consumed, processed and distributed through the financial institution, improving overall regulatory and operational efficiencies
• Measurethe impact that a consistent technology infrastructure can deliver, to manage all client and counterparty data, documentation, and regulatory compliance requirements throughout every client event

Speakers:

• Raj Iyer, Vice President eCommerce Global Markets at Bank of New York Mellon
• Joe Dunphy, Vice President Product Management at Fenergo
• Manjeev Kumar, Global FATCA, Regulatory & Compliance Program at Deutsche Bank

Key Takeaways:

• Create a benchmark of the current state to identify what you know and don’t know about your risk data
• Develop data rules/standards for critical data elements to facilitate dialogue across business and IT teams
• Build a knowledge base of data definitions, rules and owners to increase efficiency and knowledge sharing
• Implement self-service technology to automate the identification, monitoring and remediation of data defects

Speakers:

• David Blaszkowsky, Senior VP, Head of Data Governance, State Street
• Stan Christiaens, Chief Operating Officer, Collibra
• Ursula Cottone, Chief Data Officer, Key Bank
• Jon Asprey, VP Strategic Consulting, Trillium Software

Key knowledge partner: Trillium Software

key Takeaways:

• Discover the impact of regulation on legal entity data management, KYC, and onboarding
• Learn why the business cares about legal entity data: inefficiencies and challenges around onboarding, entity data quality, and settlement inefficiency
• Build a business case for legal entity data improvement using best practices and recommendations

Speakers:

• Virginie O'Shea, Senior Analyst, Aite Group
• Ian Speirs, Executive Director, JP Morgan
• Mark Davies, General Manager and Head of Avox, DTCC

Key knowledge partner: DTCC

Key Takeaways:

• A clear definition of machine learning and its benefits to global banking
• Discussion of common banking operation pain points in data collection, cleansing, and enrichment
• Case studies of how machine learning has solved a variety of these problems, with a focus on reference data and standard settlement instructions (SSI)

Speakers:

• Adam Devine, VP Product Marketing & Strategic Partnerships, WorkFusion
• Jacqueline Hayes, Head of Data Operations, Wells Fargo Securities
• Gautam Moorjani Head of Reference Data, Markit

Key Takeaways:

• Understanding the impact of MiFID II on the post–trade process
• Changes to Derivatives Trading
• The adoption of Legal Entity Identifier (LEI)
• Unbundling of Research Costs
• How can DTCC help you meet your MiFID II requirements

Speakers:

• Andrew Douglas, Chief Executive Officer, DTCC Derivatives Repository Ltd.
• Matt Nelson, Global Head of Omego Product Strategy, DTCC
• Ron Jordan, Managing Director, Data Services, DTCC
• Tony Freeman, Executive Director of Industry Relations, DTCC

Key Takeaways:

• Learn whether the GDPR affects you or not
• Address some of the key data-related challenges
• Discover tools that can assist you in achieving GDPR compliance

Speakers:

• Rob Perry, VP Product Management, ASG Technologies
• Dr. Ann Cavoukian, Executive Director, Privacy and Big Data Institute, Ryerson University

We discuss the results of a recent FIMA Benchmark Survey around:

• Top initiatives in the financial and banking sector
• % of budgets devoted to AML, Surveillance, Trade, Fraud and other initiatives
• % of companies that are using self-service data prep and analytics for these initiatives
•  % of companies that leveraging cloud (public, private or hybrid) for these initiatives

Speakers:

• Nenshad Bardoliwalla, Co-Founder and Chief Product Officer, Paxata
• Subramanian Ramakrishnan, Co-Founder at Xplanr Analytics, Former CDO of Citi

Key Takeaways:

• Enhancing scalability: With change comes new, complex challenges. Adjust for increasing demand and software configuration issues by learning how to work around challenges like incomplete upstream data feeds, poor quality reference data, and evolving regulation.
• Improving process speed and efficiency: Navigate an increasingly volatile global market.
• Reducing costs and remain compliant: Minimize operational expenses and significantly reduce errors, corrections and human bias day to day.

Speakers:

• Amit Singh, Global Lead , RPA Director from Sapient Consulting
• Michael Marchuk, Digital Workforce / Robotic Process Automation Evangelist from Blue Prism

How are analysts uncovering dependencies within data to identify root causes of particular incidents? Find out as we explore these strategies, and what your peers are doing to provide data modernization to keep their institution at the forefront of the industry.

Speaker:

• Mitesh Kapadia,  VP of Global Services and Customer Enablement, Stardog

As threat patterns evolve and become more sophisticated, your financial institution needs strategies that reduce your attack surface before a breach occurs. In addition to data security, there are industry audits and a labyrinth of regulations which must be adhered to.

Gain a fresh sense of clarity as we draw on 20+ years of working with global financial institutions to explain data storage and compliance shortfalls that increase attack and liability vulnerability, then advise how you can avoid them.

Speakers: 

• Fredrik Forslund, VP of Enterprise & Cloud Erasure Solutions,  Blancco
• Jordan Randall,  Director of Enterprise Solutions for North America, Blancco