CIO Finance Summit


From Complexity to Customer Centricity

In order to bolster the bottom line and ensure future growth, the finance industry needs to create customer-centric organizations that focus on rebuilding and regaining consumer trust, as well as producing loyal, high-value brand ambassadors.

CIOs and IT executives will play a critical role in this internal restructuring, creating accessible customer service channels, providing the infrastructure to meet and exceed customer expectations, simplifying online processes, safeguarding customer information and providing uninterrupted service through multiple mobile devices.

The CIO Finance Summit is an opportunity for technology executives to have in-depth discussions on the best practices and strategies necessary to build customer-centric organizations. The event includes interactive educational sessions, as well as formal and informal networking opportunities that will allow attendees to make new business contacts and exchange ideas.

Here are a few reasons why you need to join us:

Insight: Forget the traditional slideshow presentation - the CIO Finance Summit is about IT executives sharing true insight through face-to-face interaction. Attending delegates will share project experiences, best practices, and lessons learned to give each other a holistic view of the issues at hand, and the insight needed to improve their businesses.

Content: The CIO Finance Summit is driven by quality content. This is an opportunity to connect with more than 35 C-level peers as they discuss critical topics selected by a Content Committee of attending delegates. The agenda includes 25 interactive, experience-driven discussions, 10 executive vision sessions and five leadership workshops.

Networking: Connect with an array of C-level peers to exchange ideas, share technology insight and build long-lasting professional relationships. Attending delegates recharge current professional relationships, and make new ones to drive future success.

Takeaways: The CIO Finance Summit creates the opportunity for close collaboration between C-level peers in a comfortable, yet focused business setting. The summit format enables attending delegates to focus on the issues at hand, sharing ideas and obtaining critical takeaways to implement back at their organizations.

Subscribe to the CIO Finance Summit newsletter to stay up-to-date on the latest summit news.

 
call_for_speakers
 
Become a delegate

session videos

why_attend

meetings-networking

partners

summit venue

cio podcasts

 

Case Studies

Case Studies in Apptio Technology Business Management Apptio Technology Business Management (TBM) software is a suite of cloud applications that give IT leaders the facts they need to make faster decisions, improve efficiency and communicate business value. By providing a purpose-built management system for IT, we connect IT spending with business priorities so you can choose to do more of what your business needs and less of what’s no longer important. With Apptio’s software, you can foster a fact-driven, business-focused technology organization.

QlikView Improves Pacific Life Business Processes Case Study – Pacific Life Insurance Company: In order to continue providing its customers with top notch services, Pacific Life needed a solution that could enable greater visibility into its data. With no business intelligence solution in place, Pacific Life lacked visibility into data and was unable to identify ways to improve business processes. Pacific Life deployed QlikView to Sales, Marketing and Product Design, demonstrating to senior level executives that data analytics would have a large impact on the company’s offerings.

Business and the Cyber Threat: The Rise Of Digital Criminality There is no doubt that the risk of cyber attack is growing rapidly as online criminals become more adept. They have the potential to damage national economies and radically undermine an organization’s growth, innovation, competitive advantage and reputation. The World Economic Forum says that cyber attacks are an enormous risk for major institutions but it adds that improved cyber security could save the world economy trillions of dollars. We carried out a major piece of research to explore how organizations in North America are preparing for this new era of digital criminality.

Case Study : Bank Leumi Bank Leumi was the first company in Israel to adopt a comprehensive, automated, intelligent self-service solution into its customer service strategy. The bank’s KANA IQ deployment is a complete success by every measure with training cost savings of 66 percent, 17 percent call avoidance and a great many other benefits.

Whitepapers

Identifying, Analyzing and Controlling Access Risk with the Garancy Access Intelligence Manager A risk management system that takes access control into account can help reduce IT risks significantly and thus mitigate the consequences of strategic and operat ional risk. All granted access permissions pose a potential risk for the company. And the number of accounts and access permissions in corporate data systems continues to skyrocket. This is the main reason why companies are now increasingly aiming their risk management efforts at managing access permissions, as deficiencies within the access control system can affect all other risks.

Intelligence-Driven Computer Network Defense Informed by Analysis of Adversary Campaigns and Intrusion Kill Chains As long as global computer networks have existed, so have malicious user’s intent on exploiting vulnerabilities. Early evolutions of threats to computer networks involved self-propagating code. Advancements over time in anti-virus technology significantly reduced this automated risk. More recently, a new class of threats, intent on the compromise of data for economic or military advancement, emerged as the largest element of risk facing some industries.

Dark Data, Big Data, Your Data: Creating an Action Plan for Information Governance Unmanaged, uncategorized, unknown content is widespread in most enterprises. This neglected information occupies valuable storage capacity and may contain hidden risks and typically lies abandoned at the periphery of your information governance program.

Not All Clouds Are Created Equal The Viewpointe–sponsored, Kahn Consulting-authored white paper, “Not All Clouds Are Created Equal,” focuses on how cloud has shifted from storage to competitive agility and business efficiency. This new white paper walks the reader through such topics as the different types of clouds, how to choose the right type of cloud for your organization, the evolution of cloud and how to select the right cloud service provider.

The Next Generation Trading Floor This paper will define some of the technologies that are driving this communications evolution, as well as highlight the way IP trading turret communications solutions are changing the way business is done on the trading floor.

Executive Content

Online and Mobile Banking, Your Risks Covered with Kaspersky Fraud Prevention For over 16 years Kaspersky Lab has researched and developed technologies for efficient protection against all types of cyber threats - including those targeting the financial sector. Using this experience Kaspersky Lab developed Kaspersky Fraud Prevention – a comprehensive, highly tailored and easy-to-use technology platform addressing fraud risks for online and mobile financial transactions.

Smart Communications. Smarter Trading. At the core of every trade is communication. But today’s conversations are rarely one dimensional. Traders are engaged in multiple discussions with clients, brokers and colleagues – across the desk, throughout the business and around the globe. Introducing OpenScape Xpert from Unify, the multi-line trading floor communications solution that’s proven across the world’s major trading institutions. It’s designed to increase the efficiency of your trading floor. Energy, commodities or currency, it doesn’t matter. In any trading environment, OpenScape Xpert simplifies your complex communications environment so you can manage – with ease – the extensive calls you make and receive every day.

Kaspersky Fraud Prevention Services  - Actionable Intelligence that Matters The emergence of online financial services has created a whole new set of risks and the elimination of those risks requires specific expertise. Banks and other financial institutions are experts in their field of financial transactions, but that is not enough when faced with cyber-threats. However, this knowledge gap can easily be filled with the help of security experts. Only Kaspersky Fraud Prevention’s combination of intelligence and technology allows you to focus on your business, and not be distracted by security.

TIBCO- Optimizing the Client-Advisor Relationship Description Learn how to optimize the two primary relationships in a wealth management firm - one between the firm and the financial advisor and the other between the advisor and the client. Continually striving to improve both is key to retaining top advisors, delivering the promise of trust and sound advice to the client, and driving assets under management (AUM).

Seriously Organized Crime: Tackling Cyber Enabled Financial Fraud Commercial organizations are under increasing attack from financial crime. And as those carrying out traditional fraud are adopting new techniques, that until recently were the domain of sophisticated cyber espionage groups, so commerce now has to manage a growing strategic risk to both their bottom-line and their brand reputation. Cyber enabled financial crime is here to stay.

 
More Solution Spotlight Content...