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 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.

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.

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.

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.

Moving from the back office to the front lines - CIO insights from the Global C-suite Study In the first installment of our recent Global C-suite Study, we spoke in person with 4,183 top executives covering more than 20 industries to find out how CxOs are earning the loyalty of digitally enfranchised customers and citizens.1 In this report we delve more deeply into what the 1,656 CIOs we interviewed are doing to help their enterprises become more “customer-activated.”

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.

Mitigating Security Risks at the Network’s Edge Every year, the public relations specialists from at least one blue-chip company invariably find themselves working around the clock on a crisis communications effort, attempting to explain to an angry and justifiably fearful public what led to their company compromising customer data. With hundreds or thousands of locations, distributed enterprises are at a particularly high risk of suffering data breaches. This white paper provides strategies and best practices for enterprises to protect their networks against vulnerabilities, threats, and malicious attacks.

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.

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.

Web Scale IT in the Enterprise Enterprise IT organizations are turning to a portfolio of SaaS, PaaS and hybrid cloud services to quickly respond to the business at a lower price point. while improving service levels. Yet a new level of transparency and data precision is required to effectively deliver on this promise. This brief discusses the key learnings that Claus Moldt, former Global CIO for Salesforce. com took away from addressing these challenges. The need for a new approach is reiterated by the following Gartner research note on Building a Modern APM Architecture for the World of Web Scale IT.

 
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