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

9:30 – 9:55am Welcome and Qlik Keynote Drew Clarke, Sr. Vice President, Office of Strategy Management - Qlik

More information coming soon.

9:55 – 10:40am Will Automation Take Away all Our Jobs? Special Guest Keynote: David Autor, Professor of Economics - MIT

More information coming soon.

10:40 – 11:10am Break

11:10 – 11:50am Building Augmented Intelligence and Cognitive Understanding
Elif Tutuk, Senior Director of Research - Qlik

More information coming soon.

11:50 – 12:30pm
Customer Panel
John Kim, Sr. Product Manager, Strategy - Fiserv
Moto Tohda, Vice President / Information System – Tokyo Century (USA) Inc.
Andrew White, Head of Fixed Income, Controllers and Strategic Infrastructure Projects - Jefferies
Michael Setticasi, Sr. Director of Business Development - DataRobot

More information coming soon.

12:30 – 1:15pm Lunch

Breakout Session
Time Data Management & Enterprise Architecture
Use Cases & Adoption
Extending the Platform
1:15 – 2:00pm
Enabling Agile and Real-Time Data Delivery for Cloud Analytics

Itamar Ankorion, Chief Marketing Officer - Attunity

Creating a Persona-based Enablement Journey Towards Analytics Adoption

Dan Aldwinckle
Senior Manager, Customer Success Management - Qlik

Automated Machine Learning and the Democratization of Data Science

Michael Setticasi, Sr. Director of Business Development, DataRobot

Enabling Agile and Real-Time Data Delivery for Cloud Analytics

The cloud is emerging as the go-to platform for modern analytics, and enterprises need an agile and faster way to make data available in cloud data lakes and warehouses so they can deliver more value with quicker iterations and less resources.
Attunity’s real-time data integration platform provides the automation required to connect legacy data systems with more modern data architectures in the context of reporting, analytics, BI and data science initiatives. Join us at a break-out session to learn more about our unique change data capture (CDC) technology and how to enable:
• Analytics-ready data lakes (on-premises or in any cloud)
• Cloud data warehouse automation
• Streaming analytics

And, we will discuss how Attunity helped major financial services firms accelerate and scale modern analytic projects, ingesting data from many data sources into cloud-based data warehouses and lakes, resulting in cost savings and increased productivity.

Creating a Persona-based Enablement Journey Towards Analytics Adoption
The adoption of analytics is the nirvana for many companies. User adoption is key to delivery of value and ROI. Too many companies today still adopt a “one-size fits all” delivery. As we begin to cater for a new generation of employees powered by advances in mobile technology it is vital to leverage use driven design methodologies in adoption planning, and enablement. In this session learn about how user profiling, and subsequent alignment to Qlik analytics user types can lead to understanding user data journeys and the creation of targeted user enablement paths, having a positive impact on adoption.

Automated Machine Learning and the Democratization of Data Science
Machine learning has revolutionized predictive modeling, making it possible to build better models than ever before. Automated machine learning takes it another step - - radically changing the economics of predictive modeling. Building models is now easier, cheaper, and faster than ever before. In this presentation we will discuss some of the common challenges of machine learning, describe how automated machine learning overcomes those problems, and discuss the implications of this quantum leap in predictive analytics.

2:15 – 3:00pm

Mobile analytics: Meeting security and governance needs without sacrificing user experience

Vinay Kapoor, Director of Product Management - Qlik
Jung Yim - J.P. Morgan Chase & Co.

Top Use Cases in Financial Services

Paul Van Siclen, Industry Solutions - Qlik
Pinar Celen, Manager, Pre-Sales - Qlik

Integration of Analytics and Artificial Intelligence (AI)

Aron F. Elston, Principal Director and National Director, Regulatory & Compliance Analytics - Accenture

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.

Top Use Cases in Financial Services
Join the NY FinServ team in a review of the latest trends, success stories and demos from across the industry.

Integration of Analytics and Artificial Intelligence (AI)
Analytics has undoubtedly become a critical element for organizations in the financial services industry, providing valuable business insight, improved efficiencies, and, ultimately, competitive advantage. In recent years, AI has seen exciting advances in various applications within the industry. But how can analytics and AI be used together, for further improvement to business performance? Join this session to understand how analytics capabilities and AI functions are being employed together to tackle complex use cases in such areas as anti-money laundering (AML), fraud investigation, compliance testing, and customer-bank interactions.

3:15 – 4:00pm
Enterprise Architecture Design - Best Practices and Use Cases

Sajid Shaikh, Financial Services Practice Lead - Qlik
Pinar Celen, Manager, Pre-Sales - Qlik
It’s Not Just How You Visualize your Data. It’s About How Visualization Enables Strategic Insights.

Anna Cherubin, Principal - Deloitte Consulting
Nim Karakala, Senior Manager - Deloitte Consulting

Custom Visualizations & P&L Tables for Financial Services

Martin Mahler, CEO - Vizlib

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.

It’s Not Just How You Visualize Your data. It’s About How Visualization Enables Strategic Insights.

Organizations today have access to more data than ever before. By leveraging the power of visualization and analytics supported by rich information sets, Finance and Business professionals have the opportunity to explore and interact with data to gain deeper insights with ease and manage the business more effectively.

This session explores a new paradigm of business partnering by leveraging Qlik Sense to deliver E2E fully automated dashboards and on-demand analysis combining multiple data sources and hierarchies to support drill down, multicurrency capabilities, and user based access restrictions at a regional and entity level. The result is a more collaborative and interactive approach through which finance and business users can share insights, uncover data relationships, and better understand performance in the context of key drivers such as customer segment, product, and channel.

Extensions that make Sense for Financial Services

Your data is your biggest asset. But unless you find a compelling way to communicate your data, its value is unrealized. Enter Qlik extensions that make Sense for Financial Services. Leveraging the associative Qlik Data Engine, Vizlib – a Qlik TED Partner – empowers you to supercharge your data analytics and create presentable dashboards that can wow any business user. Identify returns, report on P&L and Balance Sheet, improve your regulatory reporting, manage your RWAs/exposure and create branded dashboards without having to develop mashups. In this session, you will see a collection of real success stories within financial services showcasing how customers took Qlik Sense to the next level using Vizlib’s plug & play extensions, with a special focus on migrating from QlikView to Qlik Sense using Vizlib.
4:15 – 5:00pm Enterprise Data Management

Paul Barth, MD of Enterprise Data Management - Qlik
Modernizing the Finance Function

Dennis Johnson, Chief Financial Officer - Qlik
Paul Van Siclen, Industry Solutions - Qlik
Conversational Analytics – Chatbots

Charney Hoffman, Co Founder of Crunch Data

Enterprise Data Management
More information coming soon.

Modernizing the Finance Function
A data revolution is happening in the Office of the CFO.  Paul Van Siclen will discuss why this is happening and Dennis Johnson will discuss real use cases of how the Qlik platform provides him visibility across the organization.  Finance teams will hear about efficiency gains achieved by streamlining and eliminating pre-aggregated cubes and the traditional spreadsheet culture.  Now, Finance and Accounting resources can be focused on strategic priorities and helping the business improve business outcomes. 

Using Conversational Analytics to Expand the Reach and Value of Data
Most companies struggle to engage users in meaningful dialog about data. Even companies with mature BI practices tend to focus analytic use cases on data analysis for advanced, data literate users. Particularly with sophisticated financial analytics, a data literacy gap leaves the less data literate underserved and disengaged. The Qlik Insight Bot bridges this gap, allowing all users to benefit from financial data assets previously accessible only to the financially savvy.



Drew Clarke
Sr. Vice President, Office of Strategy Management, Qlik
Bio »

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

David Autor 
Ford Professor of Economics, MIT
Bio »

Dennis Johnson
Chief Financial Officer, 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 »

Michael Setticasi 
Sr. Director of Business Development, DataRobot
Bio »

Annamaria Cherubin
Principal, Deloitte Consulting
Bio »

Naimisha Karakala
Manager, Deloitte Consulting
Bio »

Aron Elston
Principal Director & National Director
Bio »

Elif Tutuk 
Senior Director of Research, Qlik
Bio »

Charney Hoffman
Director, Consulting Offering & Enablement, Qlik
Bio »

John Kim
Sr. Product Manager,
Bio »

Paul Barth
Managing Director, Enterprise Data Management, Qlik
Bio »

Martin Mahler
Vizlib CEO & Qlik Luminary 2019
Bio »

Andrew White
Head of Fixed Income, Controllers and Strategic Infrastructure Projects – Jeffries
Bio »

Itamar Ankorion
Chief Marketing Officer at Attunity
Bio »

Jung Kim
J.P. Morgan Chase & Co.
Bio »

Moto Tohda 
VP of Information Systems, Tokyo Century (USA) Inc.
Bio »

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AIG Federal Home Loan Bank of New York Massachusetts Mutual Life Insurance
American General Life Insurance Company of Delaware Fidelity Metlife
Bank of America Fiserv Inc. Morgan Stanley
Barclays Services Limited Goldman, Sachs & Co Northeastern University
Bloomberg L P Hanover Insurance Group Royal Bank of Canada
Brown Brothers Harriman & Co. HSBC SEI Global Services, Inc.
Chubb Humana Inc. Standard and Poor's - Direct
Citigroup Jefferies Group, LLC T. Rowe Price
City of New York Johnson & Johnson The Royal Bank of Canada
County of Albany JP Morgan The Travelers Indemnity Company
Credit Suisse KPMG L.L.P. UBS Investment Bank
Deutsche Bank USA Lincoln Financial Group Volvo Financial Services
Equifax M&T Bank Voya Financial, Inc.
Ernst & Young U.S. LLP Marsh, Inc. Wells Fargo


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 [email protected]