Qlik Financial Services Analytics Summit
Limited Seating - Register Today!

Date: March 7, 2019
Time: 9:00 AM - 6:30 PM (Registration begins at 9:00 AM)
Venue: Convene Center, 117 W 46th Street, New York, NY
Cost: Free to attend, but space is limited

About the Event

As the digital transformation in financial services accelerates, it is a must-do for leading firms to gain a competitive advantage by being data literate, having access to the right data mixed with the right analytics strategies. Financial Services organizations are looking to lead with data to uncover transformational insights and enrich every decision across all aspects of their operations.

Learn how Qlik is at the forefront of 3rd Generation of Business Intelligence, leveraging AI to drive data literacy across organizations, from the edge to the point of decision.

Why Attend?

Spend the day with Qlik Financial Services on Thursday, March 7 with the top leaders in Financial Services. Our agenda is packed with perspectives, best practices and use cases that explore how new and traditional data sources can blend together to better inform profitability, sales performance, risk management, and customer experiences.

  • • Be inspired by MIT Professor of Economics, David Autor, who will discuss how AI is creating more jobs and services in the world of Financial Services

  • • Hear and meet from a wealth of peer-to-peer thought leaders, experts and organizations

  • • Learn from other leading financial services organizations of their Qlik journeys and how to lead with data

  • • Understand how Qlik is at the forefront of 3rd Generation of BI in leveraging AI to drive data literacy and enrich your business decisions across the enterprise

  • • Meet Qlik partners who can fast track your analytics progress with their expertise

Who Should Attend

This one-day summit is packed with topics and perspectives for Financial Services executives across: Banking, Insurance, Asset Management, Wealth Management and Capital Markets. Our agenda has valuable presentations that are relevant for all these departments:

  • • Information Technology and Data Analytics
  • • Operations
  • • Sales
  • • Human Resources
  • • Finance
  • • Marketing and Strategy
  • • Risk and Compliance

Rock your world with a whole new level of analytics intelligence.


Time Description
General Session
9:00 – 9:30am Arrival and Registration

More information coming soon...

9:30 – 9:45am Welcome and Qlik Keynote with Mike Capone, CEO, Qlik

More information coming soon...

9:45 – 10:30am Will Automation take away all our jobs? Special Guest Keynote: David Autor, Professor of Economics, MIT

More information coming soon...

10:30 – 10:40am Break

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10:40 – 11:30am Building Augmented Intelligence and Cognitive Understanding
Elif Tutuk, Senior Director of Research, Qlik

More information coming soon...

10:40 – 11:30am Customer Panel

More information coming soon...

12:00 – 1:00pm Lunch

More information coming soon...

Breakout Session
Time Qlik Track Best Practices Track 1 Best Practices Track 2
1:00 – 1:45pm Enterprise Data Management

Paul Barth, MD of Enterprise Data Management, Qlik

Maximizing your investment in ESRI with Qlik

Patric Nordström, Visualizations & GeoAnalytics, Qlik

Premier Sponsorship Presentation

Enterprise Data Management

More information coming soon..

Maximizing your investment in ESRI with Qlik

More information coming soon..

Premier Sponsorship presentation

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2:00 – 2:45pm The Need for Data Literacy in Financial Services and Credit Card Marketing

Jordan Morrow, Global Head of
Data Literacy, Qlik
Enterprise Architecture Design - Best Practices and Use Cases

Sajid Shaikh, Financial Services Practice Lead, Qlik
Gold Sponsorship Presentation

The Need for Data Literacy in Financial Services and Credit Card Marketing
Data is the foundation for the new analytics economy. But data alone is useless unless it can be transformed into insights that lead to the digital transformation of your business. These insights rely on the technology of course. But just as importantly, they rely on your workforce’s ability to read, work with, analyze and argue with data. Join this session to understand what data literacy is, and why it is such a critical skill for organizations to be successful, and get a unique inside look into Jordan’s experience in the credit-card world with the democratization of data and the need for data literacy.

Enterprise Architecture Design – Best practices and Use cases
In this session, discover success stories from the Qlik Financial Services experts including implementation across large global banks and insurance firms. Sajid will present various data and application architectural design patterns implemented across financial services sector, examples of architecture best practices and various information architecture techniques associated with Qlik Enterprise deployment.

Gold Sponsorship presentation

More information coming soon.

3:00 – 3:45pm Top Use Cases in Financial Services

Simon Kirby, Industry Solutions, Qlik
Paul Van Siclen, Industry Solutions, Qlik
Mobile analytics: Meeting security and governance needs without sacrificing user experience

Vinay Kapoor, Director of Product Management, Qlik

Gold Sponsorship Presentation

Top Use Cases in Financial Services

The Greatest Showcase (of the latest and greatest Financial Services Qlik solutions)
Simon Kirby, Industry Solutions, Qlik

Ladies and Gents, this is the moment you’ve been waiting for. Roll-Up, Roll Up to this exciting tour of the latest and greatest Qlik Solutions that are raising the roof across the Financial Services Industry.

Be astounded by the solutions developed, by the technology deployed and by the value that has been achieved. Never before has such a showcase of Insurance dashboards, Banking mash-ups and Capital Markets insights been gathered together in one breakout session. So if you’re looking for the inspiration you need to make your Qlik ideas fly across the ring, then look no further and join your fellow delegates at this “The Greatest Showcase (FSI)”.

Mobile analytics: Meeting security and governance needs without sacrificing user experience
Often in the race to deliver governed and secure mobile analytics, the user experience becomes a victim. As a user, you should not have to choose between the two. Have a look at how Qlik Sense Mobile delivers a best of class user experience on any device, any time, while also keeping your data secure, to help you meet your business’s compliance requirements.

Gold Sponsorship Presentation

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4:00 – 4:55pm Python, R & Qlik: The Essentials

Pinar Celen, Manager, Pre-Sales, Qlik
Gold Sponsorship Presentation Gold Sponsorship Presentation

Python, R & Qlik: The Essentials
In this session, you will see an Advanced Analytics overview, where we will deep dive into the architecture of the Qlik Serve side integration. We will also provide best practices for Python examples: SalesForce and Geoanalytics, Machine Learning with Lending Club data, Sentiment Analysis and Forecasting.

Gold sponsorship presentation

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Gold sponsorship presentation

More information coming soon..



Mike Capone
CEO, Qlik
Bio »

Paul Van Siclen
Director of Market Development, Financial Services, Qlik
Bio »

David Autor 
Ford Professor of Economics, MIT
Bio »

Simon Kirby
Director of Financial Services Industry Solutions, Qlik
Bio »

Jordan Morrow
Global Head – Data Literacy, Qlik
Bio »

Pinar Celen
Manager, Pre-Sales, Qlik
Bio »

Vinay Kapoor 
Director of Product Management, Qlik
Bio »

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Gold Sponsor

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Is there a cost to attend?

The Financial Services Analytics Summit is complimentary to attend.

Do I need to pre-register for this event?

Yes, we request that you register in advance so we will have your name badge ready when you arrive.

What is the dress code for this event?

Business casual.

Will any food and beverages be provided during this event?

Continental Breakfast, lunch, and snacks at breaks and during cocktail hour will be provided.

What if I have any dietary or ADA requirements?

For dietary restrictions, questions about accessibility, please contact Renee Gentile.

Will the presentations be available after the event?

Some presentations will be available post-event and will be communicated to those who attended.

Can I bring someone with me to this event?

Yes, we encourage you to bring your colleagues.

Where will the event take place?

Convene Center

What is the venue address?

117 W 46th Street, New York, NY

Still have questions?

Contact us at Renee Gentile or call (610) 994-5876.

Questions? Contact DiscoverUS@qlik.com