Qlik Data Integration & Analytics Summit for
Financial Services

Limited Seating - Register Today!

Date: Wednesday, February 26, 2020 
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 on Wednesday, February 26 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.

  • Network and meet with your peers, experts and organizations

  • Learn from other leading financial services organizations about 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

  Empower yourself with knowledge.
  Register today!


Please click on the agenda titles for more information

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


9:30 – 9:55am Welcome and Qlik Keynote Mike Capone, CEO – Qlik

More information coming soon.

9:55 – 10:40am Special Guest Keynote - Data Literacy and its Implications for Society »
Dr. Kirk Borne, Principal Data Scientist, Data Science Fellow, and Executive Advisor at Booz Allen Hamilton

Data Literacy and its Implications for Society
Addressing the importance and imperative for everyone to become data literate for the future of work for both individuals and for organizations, Dr. Borne will cover five major themes: data awareness (what is it?), data relevance (why me?), data literacy (show me how), data science (where's the science?), and the data imperative (create and do something with data). Data permeates our daily lives through all conceivable digital technologies, handheld devices, business activities, and personal activities. Through data, the world is computable. The focus is not on the mathematics, the algorithms, or the engineering. Instead, the focus is on demonstrating that data science is universally appealing, data literacy is accessible, and data fluency is achievable for all. The democratization of data assets and data literacy is essential for all. Data Literacy is not a math skill -- it is a life skill.

10:40 – 11:10am Break

11:10 – 11:50am Accelerating Business Value Through Data »
Josh Good, Vice President Product Marketing Data Analytics – Qlik

Accelerating Business Value Through Data
In today’s world, we all know there is a massive amount value in our data however using that data to accelerate business values remains elusive for many if not most organizations. See how Qlik is helping organizations to accelerate business value by the gaps between data, insights and actions, to better inform decisions, drive actions, and propel business forward. Learn how you can also take a holistic approach to driving your success through a data informed culture.

11:50 – 12:30pm
Expert Panel
Maria Nazareth, Head of AI & Analytics – Banking & Financial Services – Cognizant
Matt Yanchyshyn, Director of Architecture Best Practices – AWS
Matt Glickman, Vice President, Customer and Product Strategy – Snowflake
Joshua Gabby, Executive Director – JPMorgan Chase
Moderator: Paul Van Siclen, Senior Director Industry Solutions - Financial Services, Qlik

More information coming soon.

12:30 – 1:15pm Lunch

Breakout Session
Time Data Integration
Data Analytics Extending the Platform
1:15 – 2:00pm
Accelerate and Modernize Your Data Pipelines with Qlik Data Integration »

Tim Garrod, Analytic Data Architect – Qlik
Mobile Analytics: Meeting security and governance needs without sacrificing user experience »

Vinay Kapoor, Senior Director Product Management – Qlik

8 Ways Qlik Integrates with Salesforce.com »

Dan Pilla, Senior Enterprise Architect – Qlik
Chris Reiter, Senior Solution Architect – Qlik

Accelerate and Modernize Your Data Pipelines with Qlik Data Integration
In this session you will learn how Qlik’s Data Integration platform (formerly Attunity) reduces time to market and time to insights for modern data architectures through real-time automated pipelines for data warehouse and data lake initiatives. Hear how pipeline automation has impacted large financial services organizations ability to rapidly deliver value and see how to build an automated near real-time pipeline to efficiently load and transform data into a Snowflake data warehouse on AWS in under 10 minutes.

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.

8 Ways Qlik Integrates with Salesforce.com
More information coming soon.

2:15 – 3:00pm

From Ingest to Insights:  How to Deliver Business Value at Scale »

Misha Goussev, Principal Solutions Architect, Financial Services Partner Technology - AWS

Chaos in the Enterprise: Securing Your Business Intelligence »

Bal Dogra, Director, Solutions Marketing – Blackberry

Writeback/Data Entry in Qlik – Completing the Circle »

Fred Hefer, Co-Founder & CEO – Pomerol Partners

Scott Duthie, Principal BI Consultant – Pomerol Partners

From Ingest to Insights: How to Deliver Business Value at Scale
Ubiquitous data does not always translate to actionable data, though most financial institutions have a treasure trove of data they are moving to the cloud and could be using today. The potential is huge, but most struggle just to make actionable data available, let alone turn it into business value at scale. This session will highlight come of the key use cases and technologies that provide the greatest returns and organizational impact.

Chaos in the Enterprise: Securing Your Business Intelligence
Understand how the challenges with Cyber and Endpoint Chaos require a revised approach to understanding, securing and protecting your data. To protect data and maximize productivity from Business Intelligence requires Intelligent Security from kernel to the edge.

Writeback/Data Entry in Qlik – Completing the Circle
The data flow through your Qlik solution is no longer a one-way street. Users enter feedback directly into published Qlik apps and the new information is immediately available for all users to see. Collaboration at its finest! Come and see how the writeback process works and other exciting use cases – from closing the feedback loop on machine learning through to tactical master data management.

3:15 – 4:00pm
Best Practices for Creating a Data-Driven Cloud Strategy »

Justin Twohig, Sales Engineer - Snowflake

Supercharging Financial Reporting in Qlik: from writeback to visual finance with Vizlib »

Martin Mahler, CEO - Vizlib
Giving Financial Services An AI Upgrade »

Joslee Torres, Sales Director - DataRobot

Patrick Nussbaumer, Enablement Program Director - DataRobot

Best Practices for Creating a Data-Driven Cloud Strategy
So why hasn’t everyone already moved to the Cloud?  Why hasn’t everyone already transformed into a data-driven organization? What obstacles are standing the way? How should organizations get started on their journey?  Financial institutions are quickly embracing the speed and agility that a cloud-based digital transformation can provide.  This session will provide an overview for how retail banking, investment banking, and insurance can remove obstacles and launch a successful analytics journey to the cloud.

Supercharging Financial Reporting in Qlik: from writeback to visual finance with Vizlib

Is raising the bottom line your organization's chief KPI? Do you need an
uncomplicated way to deliver actionable insights and help your finance team track, analyze and understand the financial status of your organization? Then join us for a live demo and see why our financial reporting products are the go-to solution for hundreds of modern CFOs – from P&L and Balance Sheet reports to executive KPI dashboards and profit margin analysis. In this session, we'll also be joined by Waterfall Asset Management to showcase a real-life business use case for a smart writeback solution using the Vizlib Table. Don't miss your chance to see how forward-thinking teams extend Qlik's native capabilities and streamline their financial reporting!

Giving Financial Services An AI Upgrade
The industry realizes the need to embrace AI and automated machine learning in order to stay competitive. Financial services enterprises are under pressure from new technology-enabled competitors, increasing regulatory requirements, the pressure to simplify the client experience, and the need to reduce costs.

This session will deliver AI and machine learning use cases focused on providing ROI for financial services, along with a demonstration of how DataRobot, the leader in enterprise AI, integrates with Qlik to unlock powerful insights through augmented intelligence and integrated machine learning.

4:15 – 5:00pm
End to End with Qlik, Making the Most Out of Your Snowflake Investment »

David Freriks
Technology Evangelist in Office of Strategy Management - Qlik
The 3rd Wave of Data Analytics for Insurance »

Simon Kirby, Director of Financial Services Industry Solutions – Qlik

Advanced Analytics Integration with
Python & R »

Dan Pilla, Senior Enterprise Architect – Qlik

End to End with Qlik, Making the Most Out of Your Snowflake Investment
Snowflake is one of the fastest growing cloud databases in the world - learn about the many ways Qlik has partnered with Snowflake for success. Demos and Customer success stories highlight the unique partnership between Qlik and Snowflake, including how to manage costs with the Qlik Snowflake Usage Dashboard!

The 3rd Wave of Data Analytics for Insurance
This session will take a deep dive into the evolution of data and analytics solutions in the Insurance industry. Then we will bring it right up to date with examples of how Qlik’s modern analytics platform can transform the way you can think about using data to benefit you, your colleagues, your partners and most importantly your customers.

Advanced Analytics Integration with Python & R
Dive into the world of Server-Side Extensions with Qlik, exploring examples and architectures with Python and R. This session includes examples of sentiment analysis, time-series forecasting, churn predictions, real-time routing, and much more. Whether you are a data scientist or a data analyst, this session will be useful for both sides of the house.



Dr. Kirk Borne
Principal Data Scientist, Data Science Fellow, and Executive Advisor at Booz Allen Hamilton
Bio »

Mike Capone 
Chief Executive Office, Qlik
Bio »

Josh Good
Vice President, Product Marketing Data Analytics, Qlik
Bio »

Maria Nazareth
AVP and North America Markets Head, AI and Analytics, Cognizant
Bio »

Fred Hefer
Co-Founder & CEO, Pomerol Partners
Bio »

Paul Van Siclen
Senior Director Industry Solutions, Market Development Financial Services, Qlik
Bio »

Vinay Kapoor
Senior Director for Product Management, Qlik
Bio »

Simon Kirby
Director, Financial Services Industry Solutions, EMEA/APAC, Qlik
Bio »

Dan Pilla
Senior Enterprise Architect, Qlik
Bio »

Scott Duthie
Principal BI Consultant, Pomerol Partners
Bio »

Christoper Reiter
Senior Solutions Architech, Qlik
Bio »

David Freriks
Technology Evangelist, Office of Strategy Management, Qlik
Bio »

Joshua Gabby
Executive Director, JPMorgan Chase
Bio »

Martin Mahler
CEO, Vizlib
Bio »

Matt Glickman
VP, Customer and Product Strategy, Snowflake
Bio »

Joslee Torres
Sales Director, DataRobot
Bio »

Patrick Nussbaumer
Enablement Program Director, DataRobot
Bio »

Justin Twohig
Sales Engineer, Snowflake
Bio »

Matt Yanchyshyn
Director, Architecture Best Practices, AWS
Bio »

Tim Garrod
Analytics Data Architect, Qlik
Bio »

Know someone who would like to attend?

Invite them along - the more the merrier. Forward to a colleague


AWS | Platinum Sponsor

Read More »

Snowflake | Platinum Sponsor

Read More »

Vizlib | Gold Sponsor

Read More »

Pomerol | Gold Sponsor

Read More »

DataRobot | Gold Sponsor

Read More »

BlackBerry | Gold Sponsor

Read More »

NodeGraph | Silver Sponsor

Read More »

Bardess | Silver Sponsor

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Inphinity | Silver Sponsor

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Immersion Analytics | Silver Sponsor

Read More »



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 Qlik Data Integration & Analytics Summit for Financial Services 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]