SMi Group's Big Data in Retail Financial Services conference
SPEAKERS INCLUDE:KEY TOPIC INSIGHTS:• Evolving your organisation from a product-centric to a customer-centric Big Dataanalytics competitor• Optimising information systems architecture:aligning Big Data with specific business goalsto maximise value• Using Big Data to strengthen riskmanagement and fraud detection capabilitiesto improve bottom-line performance• Combining insight from structured andunstructured data to deliver a clear andsingle customer information environment• Using predictive analytics to reveal customerinsights for better product and servicestrategies• Improving online and offline measurementand analytics integrationSMi presentPLUS AN INTERACTIVE HALF-DAY PRE-CONFERENCE WORKSHOPTuesday 26th November 2013, Grange Tower Bridge Hotel, London, UKBig Data - channelling information for maximum effect with insight management12.30pm - 4.30pmWorkshop Leader:Steve Wills, Managing Director, The Insight Management Academy27 - 28NOV2013Big Data in RetailFinancial ServicesImproving customer and business insight and real-timerisk management to deliver competitive advantagewww.bigdata-retailfinancialservices.comRegister online and receive full information on all of SMi’s conferencesAlternatively fax your registration to +44 (0) 870 9090 712 or call +44 (0) 870 9090 711• Reinhardt Schink, Head of Market Analysis and Strategy, AllianzDeutschland• Tuuli Perkio, Vice President, Debit Product Development, MasterCardWorldwide• Tim Hulbert, Director of Global Insight and Future Propositions, Barclaycard• Marco Bressan, Director Big Data & Open Platforms, New Technologies,BBVA• James Wycherley, Director, Customer & Market Analysis, Barclays Bank• Kate Javes, Head of Records and Information Governance, HSBC• Sian Tyrrell, Records & Information Governance Manager, Engagement,HSBC• Ellie Barlow, Head of Pricing, Moneysupermarket.com• Peter Thompson, Head of Programme Assurance & Governance,Co-operative Bank• Caroline van den Bos, Insight & NPS Director, RSA Group• Bernard Marr, Founder and CEO, Advanced Performance Institute• Jan Pieter Lips, Regional President EMEA, Aimia• Adrian Hado, Head of insight and Analytics, AviosGrange Tower Bridge Hotel, London, UKBOOK BY19TH JULY ANDSAVE £300BOOK BY 30TH SEPTEMBER ANDSAVE £100
SPONSORSHIP AND EXHIBITION OPPORTUNITIESSMi offer sponsorship, exhibition, advertising and brandingpackages, uniquely tailored to complement yourcompany’s marketing strategy. Should you wish to jointhe increasing number of companies benefiting frompromoting their businesses at our conferences please call:Alia Malick on +44 (0)20 7827 6168or email: firstname.lastname@example.orgWant to know how you can get involved?Interested in promoting your services to thismarket?Contact Humaira Kaiser, SMi Marketingon +44 (0) 7827 6197 or email: email@example.comRegister online at: www.bigdata-retailfinancialservices.com • AlternativeBig Data in Retail Financial ServicesDay One | Wednesday 27th November 2013 www.bigdata-retailfinancialservices.com• Customer Analytics Research• Business Intelligence• Customer Marketing• Customer Insight• Product Development• Enterprise IT Architecture• IT/ IT Infrastructure• Platform Technology• Product Marketing• Market Analysis and Strategy• Data Management• Data Mining• Digital Technology• Social Media Customer• Engagement• Marketing Analytics• Fraud Control• Customer Relationship• Management• Credit Risk• Risk Management• Online-Banking• Digital Marketing• eChannels• Customer Service• Data Privacy• Single Customer View• Business Change and IT• Risk Management• Strategic Marketing• Strategic & Business Insights• Credit Risk Management• Decision Analytics• Pricing• Underwriting• Claims ManagementWHO SHOULD ATTEND?Managing Directors and Heads of Department for the following professional jobdescriptions would benefit from attending Big Data in Retail Financial Services8.30 REGISTRATION & COFFEE9.00 CHAIRS OPENING REMARKSPeter Thompson, Head of Programme Assurance &Governance, Co-operative Bank9.10 INTERNATIONAL KEYNOTEBig Data - challenges, opportunities, and limitations•Big Data as a valuable prerequisite for future commercialsuccess – a great tool for educated decision makingbut nothing without business judgment and leadership•Big Data as a postmodern analytical tool – in the absence ofbeing able to predict the future, understand your customersas well as shifts in their mindsets•Big Data as strategic foresight - ambiguity is not a lack ofinsights but an ingredient of future market successesDr. Reinhardt Schink, Head of Market Analysis & Strategy,Allianz Deutschland9.50 KEYNOTEUsing Big Data analytics to inform strategic decision making•Making the collection and analysis of Big Data strategic•Coupling traditional KPIs with the rich insights from structuredand unstructured data•Analysing Big Data to answer your most critical businessquestions•Visualising Big Data to inform strategic decision-makingBernard Marr, Founder and CEO, Advanced PerformanceInstitute10.30 MORNING COFFEE10.50 Unlocking the value in transactional data - how banks will haveto work as hard as retailers to earn loyalty•How banks can improve customer engagement throughunlocking the value in their transactional data•Connecting the dots – how to create value from working inpartnership•Lessons financial institutions can learn from retailersJan Pieter Lips, Regional President EMEA, Aimia11.30 Incorporating Big Data in your operations – integrating Big Datain a strategic way that benefits your business and improvesprofitability•Determining the core goal for Big Data Projects•Propagating a taxonomy across the enterprise to realisesearchable commercial insight with structured & unstructureddata•Prioritising investments and implementing a test and learnmentality to mitigate project failure risk•Determine how fast and deep to proceed – determining theappropriate level and speed of investment for personnel and ITInfrastructurePeter Thompson, Head of Programme Assurance &Governance, Co-operative Bank12.10 NETWORKING LUNCH1.30 INTERNATIONAL CASE STUDYBig, open, and cloudy - an open model for the creation ofincremental and disruptive Big Data solutions•Increasing competitiveness by optimizing processes, guidingmultichannel strategy and improved customer understanding•Supporting incremental growth through core risk, paymentsand customer relationship solutions•Unleashing disruptive growth through the open services model•Deploying an open, services-led infrastructure to address thechallenges of cheap prototyping, time-to-market, and jointtechnology-business developmentMarco Bressan, Director Big Data & Open Platforms,New Technologies, BBVA2.10 PANEL DISCUSSIONIntegrating structured and unstructured data to deliver a clearinformation environment•Usability and workflows as critical design considerations toachieve clear, quick access to multiple disparate informationsources•Propagating a taxonomy across the enterprise to realisesearchable commercial insight•Integration of search results as the key to the success ofenterprise data managementPanellists: tbc2.50 AFTERNOON TEA3.10 Big Data, big deal for insight? How does the advent of Big Datachange assumptions and activity for insight departments infinancial services?•Examining the extent to which Big Data is having an effect ondefining key business issues, hypothesis-driven investigation,and communication of new findings and accumulatedknowledge•Determining the operational and organisational issues that BigData does not change•Adopting best practice in insight managementJames Wycherley, Director, Customer & Market Analysis,Barclays Bank3.50 DATA AND RECORDS SECURITYRecords and data - whats the difference and why do we care?•Why are records and data not the same thing?•What difference does it make to how you manage them?•Challenges of managing data and records in a corporateenvironmentKate Javes, Head of Records and Information Governance,HSBCSian Tyrrell, Records & Information Governance Manager,Engagement, HSBC4.30 CHAIRS CLOSING REMARKS AND CLOSE OF DAY ONE
ely fax your registration to +44 (0)870 9090 712 or call +44 (0)870 9090 711Big Data in Retail Financial ServicesDay Two | Thursday 28th November 2013Supported by8.30 REGISTRATION & COFFEE9.00 CHAIRS OPENING REMARKSCaroline van den Bos, Insight & NPS Director, RSA Group9.10 INTERNATIONAL CASE STUDYUsing Big Data to identify consumers’ payment journey from cashto cards•Leveraging a 24-month longitudinal analysis of current accountand debit card transactions of 5 million consumers acrossEurope to quantify what prompts consumers to migrate fromusing cash for day-to-day purchases to using debit cards astheir preferred means of payment•Combining data analysis with consumer insights for deeperunderstanding of transaction analysis, and with market-leveldata to understand external factors that could impact debitadoption•The evolution of consumers’ debit card payment behaviouraccording to a clearly defined five-step framework, beginningwith very limited debit usage and then progressing steadily fromincidental to regular use based on a wide variety of factorsTuuli Perkio, Vice President, Debit Product Development,MasterCard Worldwide9.50 Using Big Data to provide enhanced service to customers andreduce churn•Using big data to add value to the enterprise-customerrelationship and boost loyalty•Analysing information already held on data sets to providefinancial planning and management insights to accountholders•Analysing different data sources to know your customerindividually and by demographic to provide better service toyour clientTim Hulbert, Director of Global Insight and Future Propositions,Barclaycard10.30 MORNING COFFEE10.50 Delivering decision marketing - maximising knowledge transferacross the business with a centralised Big Data managementcapability•Using a center of excellence to share solution knowledge,planning, oversight, and communications management forprojects•Sharing costs across the enterprise to drive intelligent investmentdecisions•Driving big data and overall information architecture maturity ina more structured and systematic waySpeaker tbc, Major financial institution11.30 INSIGHT FROM OUTSIDEUsing analytics to reveal customer insights for more personalisedinteractions and to drive the right customer behaviours•Analysing customer spending behaviour and product usage totarget the right products and services to customers•Managing an ongoing reassessment of query strategy to revealinsight from customer behaviours•Up-selling, cross-selling, and developing new products thatcustomers actually wantAdrian Hado, Head of insight and Analytics, Avios12.10 NETWORKING LUNCH1.30 How to plan for the use of Big Data to optimise pricing andexpand profitable, long-term customer relationships•How to assess the importance of the vast amount of availableunstructured information•Developing segmentation strategies based on transactional,behavioural, and social profiles•Providing a personalised, consistent experience regardless ofchannel selected by customer, eliminating traditional silosEllie Barlow, Head of Pricing, Moneysupermarket.com2.10 What role will Big Data have in strengthening risk managementand fraud detection capabilities?•Big data - expanding the use of channel insight and increasingvelocity of data capture to provide an enhanced snapshot ofhousehold finances and spending behaviour•Using spending patterns to provide insight for the creditapproval process•Using alternative device transactions and ability to trackchanges in behaviour to identify new fraud or risk triggersPeter Bayley, Senior Vice President, Fraud Management,Visa Europe2.50 AFTERNOON TEA3.10 PANEL DISCUSSIONCapturing customer feedback with sentiment analysis to improveyour net promoter score•Deploying sentiment analysis to capture customer feedbackfrom social media•Using social media analytics to find out what your customersthink of your competitors and their products•How to obtain commercial value to improve products andpredict future behavior•How does sentiment analysis sit within an overall Big Datastrategy?Moderator, Caroline van den Bos, Insight & NPS Director, RSA Group3.50 Maximising the commercial benefit of Big Data transformation bycreating a unified view of customers•Overcoming legacy siloed technology platforms to helpanalytical expertise and structure to support traditionalapproaches to data utilisation•Creating data linkages between current account, smallbusiness, retail, mortgage, and credit card customers•Using a building block approach to Big Data, only layeringadditional complexity after establishing a strong datafoundationSpeaker tbc, Major financial institution4.30 CHAIRS CLOSING REMARKS AND CLOSE OF DAY TWOwww.bigdata-retailfinancialservices.com
HALF-DAY PRE-CONFERENCE WORKSHOPTuesday 26th November 201312.30pm - 4.30pmGrange Tower Bridge Hotel, London, UKBig Data - channelling informationfor maximum effect with insightmanagementWorkshop leader:Steve Wills, Managing Director,The Insight Management AcademyOverview of workshopWith everyone complaining of being swamped withdata and information, is there a danger that theundoubted benefits that Big Data can bring will simplybe wasted? This is not a new problem – and hasbedevilled other data sources such as classicdatabase analysis and market research. But theresponse has been the development of insight teamswho specialise in channelling their information formaximum effect and the processes required arebecoming sufficiently recognised that the first mastersprogramme in insight management is being launchednext year. So what are the implications for Big Data ofthese insight management processes and what arethe implications for the current teams of integrating BigData output with other varied data sources? Thisworkshop will explore the insight managementprocesses and answer these questions.Why you should attendThis workshop will help you to get Big Data to deliver itsfull value no matter what your role. For those involvedin data collection, integration and analysis it will helpdefine ideal outputs and approaches to maximise thevalue of their work. For those in current insightmanagement roles it will identify new factors to beconsidered in dealing with this vital new source.Agenda12.30 Registration1.00 Principles and Value of InsightManagementThis session will look at:• The reasons why information andevidence is often ignored or abused indecision making, and the skills we need tohave the necessary influence.• The impact that a few basic techniquescan have in placing data at the centre ofthe process2.30 Coffee break3.00 Big Data – Big OpportunityThis session will look at:• The specific issues that Big Data raisesand the changes we might need to maketo our ways of working if we are to ensureBig Data delivers the value that itpromises• How your organisation can achievebottom-line impact• How individuals can demonstrate theirown value in exploiting the data asset4.30 End of WorkshopAbout the workshop leaderSteve Wills is Managing Director of the InsightManagement Academy (IMA), which focuses on theprofessional development of both individuals andteams in the field of Insight Management. As part ofthe IMA, for the last 8 years, he has also run the InsightManagement Forum which has the Heads of Insightfrom 25 blue chip organisations as its members,devoted to developing best practice in the field. Steveis a Visiting Fellow at Winchester Business School wherehe has been instrumental in developing the InsightManagement masters degree program. In past roles,Steve was a Strategy Consultant with PA ConsultingGroup before setting up and running his own researchand data analysis agency.About The Insight Management AcademyThe Insight Management Academy is devoted to thedevelopment of best practice in the way that insightand information is managed in organisations. Itsupports professional development for individuals andfor teams whether a client-side user of information ora supply-side provider. The Academy is driven by thebelief that information and knowledge are potentiallyour most valuable assets and yet are the resources wehandle most wastefully.
SMi FINANCEFORWARD PLANNER 2013/4NOVEMBERBenelux InfrastructureForum18 & 19 November 2013Mövenpick HotelAmsterdam City Centre,The NetherlandsBig Data in RetailFinancial Services28 & 29 November 2013Grange Tower Bridge HotelLondon, United KingdomJANUARYNordic Card Markets20 & 21 January 2014Radisson Blu Royal HotelCopenhagen, DenmarkAPRILCEE Cards9 & 10 April 2014Sheraton Sofia HotelBalkan, BulgariaSPONSORSHIP AND EXHIBITIONOPPORTUNITIESSMi offer sponsorship, exhibition, advertisingand branding packages, uniquely tailored tocomplement your companys marketingstrategy. Prime networking opportunities exist toentertain, enhance and expand your clientbase within the context of an independentdiscussion specific to your industry. Should youwish to join the increasing number of companiesbenefiting from sponsoring our conferencesplease call: Alia Malick Sponsorship Directoron +44 20 7827 6168 oremail: firstname.lastname@example.org
BIG DATA IN RETAIL FINANCIAL SERVICESConference: Wednesday 27th & Thursday 28th November, 2013, Grange Tower Bridge Hotel, London, UK Workshop: Tuesday, 26th November, 2013, London4 WAYS TO REGISTERFAX your booking form to +44 (0) 870 9090 712PHONE on +44 (0) 870 9090 711www.bigdata-retailfinancialservices.comPOST your booking form to: Events Team, SMi Group Ltd, 2nd FloorSouth, Harling House, 47-51 Great Suffolk Street, London, SE1 0BS, UKIf you have any further queries please call the Events Team on tel +44 (0) 870 9090 711 or you can email them at email@example.comPayment:Ifpaymentisnotmadeatthetimeofbooking,thenaninvoicewillbeissuedandmustbepaid immediately and prior to the start of the event. If payment has not been received then creditcarddetailswillberequestedandpaymenttakenbeforeentrytotheevent.Bookingswithin7daysof event require payment on booking. Access to the Document Portal will not be given untilpayment has been received.Substitutions/Name Changes: If you are unable to attend you may nominate, in writing, anotherdelegate to take your place at any time prior to the start of the event. Two or more delegates maynot ‘share’ a place at an event. Please make separate bookings for each delegate.Cancellation: If you wish to cancel your attendance at an event and you are unable to send asubstitute, then we will refund/credit 50% of the due fee less a £50 administration charge, providingthat cancellation is made in writing and received at least 28 days prior to the start of the event.Regretfully cancellation after this time cannot be accepted. We will however provide theconferencesdocumentationviatheDocumentPortaltoanydelegatewhohaspaidbutisunableto attend for any reason. Due to the interactive nature of the Briefings we are not normally able toprovidedocumentationinthesecircumstances.WecannotacceptcancellationsofordersplacedforDocumentationortheDocumentPortalasthesearereproducedspecificallytoorder.Ifwehaveto cancel the event for any reason, then we will make a full refund immediately, but disclaim anyfurther liability.Alterations: It may become necessary for us to make alterations to the content, speakers, timing,venue or date of the event compared to the advertised programme.Data Protection: The SMi Group gathers personal data in accordance with the UK Data ProtectionAct 1998 and we may use this to contact you by telephone, fax, post or email to tell you aboutother products and services. 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Please indicate method of payment:□ UK BACS Sort Code 300009, Account 00936418□ Wire Transfer Lloyds TSB Bank plc, 39 Threadneedle Street, London, EC2R 8AUSwift (BIC): LOYDGB21013, Account 00936418IBAN GB48 LOYD 3000 0900 9364 18□ Cheque We can only accept Sterling cheques drawn on a UK bank.□ Credit Card □ Visa □ MasterCard □ American ExpressAll credit card payments will be subject to standard credit card charges.Card No: □□□□ □□□□ □□□□ □□□□Valid From □□/□□ Expiry Date □□/□□CVV Number □□□□ 3 digit security on reverse of card, 4 digits for AMEX cardCardholder’s Name:Signature: Date:I agree to be bound by SMis Terms and Conditions of Booking.Card Billing Address (If different from above):DOCUMENTATIONI cannot attend but would like to purchase access to the following DocumentPortal/paper copy documentation Price Total□ Access to the conference documentationon the Document Portal £499.00 + VAT £598.80□ The Conference Presentations – paper copy £499.00 - £499.00(or only £300 if ordered with the Document Portal)PAYMENTVENUE Grange Tower Bridge Hotel, 45 Prescot Street, London E1 8GP□ Please contact me to book my hotelAlternatively call us on +44 (0) 870 9090 711,email: email@example.com or fax +44 (0) 870 9090 712□ Book by 19th July to receive a £300 off the conference price□ Book by 30th September to receive a £100 off the conference priceEARLY BIRDDISCOUNTVATVAT at 20% is charged on the attendance fees for all delegates. 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