Analytics in Financial Services: A Competitive Imperative

How analytics and data are changing Wall Street.

Wednesday March 30, 2011, 8:30 AM
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Fee: Free for NYTECH members and sponsors. Free for non-members.

The presentation material from this event is now available here.

The financial services industry is inherently data-driven.  In recent years, our ability to store, retrieve and analyze massive volumes of data has exploded, creating new opportunities as well as new challenges.  Investment banks, retail financial services firms, and insurance companies are at the forefront of this data revolution.

How are Wall Street innovators using analytics to compete and succeed?  What tools and tactics do they use to turn data into value?  What are the pitfalls and cautionary tales associated with data-driven tools, techniques, and technologies?

>At this half-day joint event of the New York Technology Council and The Data Warehouse Institute (TDWI) Tri-State Area Chapter, our keynote speaker and industry panelists will explore this topic.

KEYNOTE SPEAKER

Jamie Fitzgerald
Keynote speaker Jamie Fitzgerald

Jaime Fitzgerald,  President and Founder of Fitzgerald Analytics - Jamie is a respected thought leader in financial services and analytics, and frequent national conference speaker.  Fitzgerald Analytics, located in New York and San Francisco, are specialists in the use of business analytics and technology for clients in the financial services industry and beyond, and were recently named one of the Best Consulting Firms to Work For in America, by Consulting Magazine.  Jaime is a graduate of Harvard University, in Economics.

 

PANELISTS

John Ruda
Denis Mrkva, The Hartford Insurance Group

Denis Mrkva, AVP of Marketing Analytics & Data Management, The Hartford Insurance Group - Denis Mrkva is leading efforts to better leverage customer and market insights to improve marketing and business performance. Mr. Mrkva has extensive functional experience in risk and pricing management, database marketing, and business intelligence in Insurance and Consumer Finance industries. Mr. Mrkva has received BS and MS degrees in Economics from Arizona State University. He was born in Sarajevo, Bosnia and Herzegovina.

John Ruda
John Ruda of TD Ameritrade

John Ruda, Senior Manager, Product Strategy & Analytics, TD Ameritrade - John currently leads multiple key functions at TD Ameritrade including Industry Analytics, Competitive Intelligence and Management Reporting. TD Ameritrade Holding Corporation (NASDAQ: AMTD), through its brokerage(1) and education(2) subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and superior client service to create a market-leading financial services experience. Home to Kiplinger’s #1 online broker,(3) the powerful thinkorswim trading technology, and the respected Investools investor education program, TD Ameritrade provides millions of retail investors, traders and independent registered investment advisors with the tools, service and support they need to help build confidence in today’s rapidly changing market environment.

 

 

1. TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org), and TD Ameritrade Clearing, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. All rights reserved. Used with permission.
2. Investools, Inc. is an education subsidiary of TD Ameritrade Holding Corporation. Investools does not provide financial advice and is not in the business of transacting trades. Investools, Inc. and TD Ameritrade, Inc. are separate but affiliated companies that are not responsible for each other's services or policies.

3. TD Ameritrade was ranked #1 and received an overall score of 5 stars (tied for first place with one other broker), in the Kiplinger’s Online Broker Ratings, Kiplinger’s Personal Finance, 02/2011. Fourteen brokers were rated in the categories: Costs, Web site usability, Investment choices, Customer service, and Research and tools.

This event has reached capacity and  registration is now closed for this event. For additional information please contact us at info@nytech.org.