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.

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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

ServiceNow: Stop Talking About Transformation. Do It. CIOs tell us that they simply do not have the right data to make decisions – either they do not trust the data or it simply does not exist. For the CIO, data is everything. It should be easy to collect, easy to report and easy to use. We believe accurate data presented in a dashboard format helps you make swift decisions.

Cloud Computing—the Path to Increased Efficiencies and Cost Savings for Financial Institutions Cloud computing is being rapidly adopted by the financial services industry. By evolving existing IT infrastructures to include cloud capabilities, financial institutions are positioned to achieve significant operational and cost benefits in the delivery of services. To successfully make the transition to this new computing model, NetApp is leading the way with proven technologies to deliver the storage capabilities that will power cloud infrastructures both now and in the future.

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.

EMC Banking on Customer Behavior Banking On Customer Behavior. How customer data analytics are helping banks grow revenue, improve products, and reduce risk.

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.

Executive Content

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.

Transformation to innovation. Changing the way IT and business gets done. ServiceNow is the enterprise IT cloud company. We transform IT by automating and managing IT service relationships across the global enterprise. Organizations deploy our service to create a single system of record for IT and automate manual tasks, standardize processes, and consolidate legacy systems. Click here for the IT Transformation e-Tour.

Qlikview Business Discovery in Financial Services - Top 10 Solutions for Financial Services Over 2,500 Financial Services institutions rely on QlikView to empower business users and decision-makers today, by providing access to on-demand analysis, insights and business discovery. QlikView is the leading Business Discovery platform, delivering true self-service BI that empowers business users by driving innovative decision-making. While QlikView can be applied to practically any business area, the Top 10 Solutions for Financial Services highlight some of the most common areas that QlikView is deployed across the financial services industries.

Cloud Economics: A Financial Analysis of Information Management IT Delivery Models Cloud Economics: A Financial Analysis of Information Management IT Delivery Models - In this White Paper, sponsored by Viewpointe LLC, IDC presents the economics of cloud-delivered information management services via dedicated private cloud infrastructure for midsize and large enterprise datacenters. IDC utilized data from its Business Value Strategy practice to develop an analysis of cloud-delivered information management services versus traditional on-premises IT platforms and operations for the same services.

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).

 
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