Tag: Banking

Wells Fargo Chief Technology Officer Scott Dillon to Keynote FSI Transformation Assembly

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Scott Dillon of Wells Fargo to Keynote FSI Transformation Assembly

Digital transformation event scheduled for September 14-15 in Palm Beach, Florida.

NEW YORK, June 27, 2017 – The Millennium Alliance announces Wells Fargo Chief Technology Officer Scott Dillon will be the keynote speaker at its biannual FSI Transformation Assembly on September 14-15 in Palm Beach, FL. Technology and business leaders from leading financial and insurance organizations will hear Dillon’s address on IT’s evolution from service provider to business partner.

The Financial Services and Insurance sector is on the precipice of digital transformation. This move comes as the industry evolves to meet the changing needs of the on-demand, online consumer.

In a recent survey by The Millennium Alliance, over 90% of CIOs from financial services and insurance organizations stated that digital transformation is a major focus for their businesses in 2017. *

Of the surveyed, they identified the following factors as being of the highest priority:

  • Hybrid cloud – solving complex finance/risk transformation initiatives for financial institutions
  • Innovative digital, data and analytics technologies/ solutions to drive consumer centricity
  • Making omnichannel a reality: transforming and simplifying the enablement of customers and bankers alike
  • Responding to regulatory changes, for example, data protection in the digital world
  • Cross-channel Marketing – ROI analysis, attribution, and optimization
  • Connecting with the connected customer
  • Thinking mobile-first

Experts from North America’s leading financial services and insurance organizations will be debating how new technology is disrupting the industry. Dillon will be providing IT leaders with tips based on his extensive experience at Wells Fargo and Co., as well as Deloitte Consulting, LLP.

As CTO, Dillon heads Enterprise Information Technology (EIT) for Wells Fargo. EIT is the heart of what enables Wells Fargo to satisfy its customers’ financial needs. EIT’s more than 24,000 team members worldwide deliver simple, safe, sound, innovative, and integrated IT products and services to its customers and team members around the world.

Under his leadership, technology team members set IT strategy, deliver systems software design and development, and provide Wells Fargo global customers ‘round-the-clock’ banking access through in-store, online, ATM, mobile device and telephone transactions. They serve customers directly through systems availability and security, as well as indirectly, through internal business partners who deliver a wide range of financial products and services

Application to attend is now open. Register your interest by filling in this form >

About the FSI Transformation Assembly

FSI Transformation Assembly is the only event dedicated to providing an initiate space for C-level IT leaders in the financial services and insurance sectors who are dealing with the challenges of digital transformation. Understanding not only the convergence of Mobile, Social, and Cloud but also the possible implications of Artificial Intelligence, Machine Learning and Blockchain is vital to stay ahead of the competition. This is not just another event. Spaces are reserved for the best in the business. Apply for your chance to join Dillon here >

*Those surveyed were among the delegation at the previous and upcoming editions of the FSI Transformation Assembly.

Lisa Shalett Keynotes Digital FSI Transformation and FSI Transformation Assembly

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Lisa Shalett Keynotes Digital FSI Transformation Assembly

Lisa Shalett, retired Goldman Sachs Partner, Keynotes the 2017 Digital FSI Transformation and FSI Transformation Assembly!

NEW YORK, December 19, 2016 – The Millennium Alliance is incredibly honored to introduce Lisa Shalett, Retired Partner at Goldman Sachs, as the opening keynote speaker at our Digital FSI Transformation and FSI Transformation Assembly taking place February 8-9, 2017 at The Ritz-Carlton in Amelia Island, FL. You won’t want to miss what she has to say!

The FSI Transformation Assembly will bring together North America’s most prominent technology and business leaders from all major financial services and insurance organizations. While financial services and insurance CIOs will deal with many challenges in the coming year, one particular technological challenge raises to the top-dealing with the complexity of data. The massive explosion in data is creating unprecedented manageability issues for firms around the world that can be linked to the following factors: expanding customer touch points, emerging types of structured and unstructured data, new customer engagement and social media platforms, rising data security, and controlling the overall data volume. As this takes high precedence, IT leaders need to understand the convergence of mobile, social, and cloud to stay ahead of the competition. This premier gathering will address the most important marketing/business priorities of 2016/2017 and identify new opportunities to lead a marketing transformation. Through a cutting edge program designed by the industry for the industry, we will provide the freshest and most up-to-date insight that will help move your organization to the next level. A series of executive education roundtables, keynote presentations, educational workshops and networking sessions will offer industry-specific topics and trends to ensure your company sustains its competitive advantage.

The Digital FSI Transformation Assembly will bring together North America’s most prominent most prominent digital, marketing, technology, and business leaders from the Financial Service industry. CEOs around the world are anticipating a highly complex marketing environment over the next few years; this makes the CMO and CDO more important than ever before. The digital revolution has forever changed the balance of power between individual consumers and brands. CMOs and CDOs especially know that there is an explosion of information that is creating the digital enterprise. In addition, a CMO having an understanding that social media is the key channel for engaging with customers and knowing how to measure those results is what will help their organizations stay ahead of the competition.

This premier gathering will address the most important digital marketing at IT business priorities of 2017 and identify new opportunities to lead a digital transformation. Through a cutting edge program designed by the industry, for the industry, we will provide the freshest and most up-to-date insight that will help move your organization to the next level. A series of executive education roundtables, keynote presentations, educational workshops and networking sessions will offer industry-specific topics and trends to ensure your company sustains its competitive advantage.

About Lisa Shalett

Lisa Shalett is a retired Goldman Sachs Partner, who now advises and invests in early stage companies and serves on public and private company boards. Over her 20-year Goldman career, Lisa held senior leadership roles in 5 divisions, worked in 2 regions, led revenue-producing and revenue-supporting businesses, managed global P&Ls and important client relationships, and helped transform the way Goldman communicates with its key stakeholders. Most recently, Lisa was Global Head of Brand Marketing & Digital Strategy in the Executive Office, managing Goldman’s brand during the financial crisis, as a change agent and innovator. Prior to that, she was Global COO of Compliance, Legal and Internal Audit, and before that led International Equities sales and trading, leveraging her Japan background. She currently serves on the boards of Brookfield Property Partners (NYSE: BPY) and PerformLine, the leading marketing compliance SaaS platform. For 12 months she “failed” retirement and and joined the executive team at Odyssey, an explosively-growing millennials-focused media platform, as CMO and Advisor, working for its 28-year-old CEO and getting startup experience firsthand.

Lisa focuses on using her considerable, diverse business expertise and operational experience to help startups and non-profit organizations run well, and help large organizations stay innovative. She is known for (and enjoys) connecting people, building brands, and being a sounding board and creative thought partner on issues relating to business models, strategy, digital transformation, leadership, and talent.

Lisa earned her MBA from Harvard Business School, and BA, summa cum laude, in East Asian Studies from Harvard University.

@lisashalett| LinkedIn 

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Keynote Panel: Digital Transformation

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Announcing Our Dynamic Keynote Panel

Digital Transformation
A dynamic panel of senior level executives will be brought together to deliver the keynote breakfast panel discussion. Moderated by McKinsey & Company’s Partner of Marketing and Sales Practice, David Edelman, this panel will set the tone for Day 2 of the Digital FSI Transformation Assembly!

The keynote panel, “Digital Transformation,” will dive into how businesses around the world are presently engaged in rethinking their marketing, products, and operating models to adapt to changing technologies, media, and customer behavior.

The keynote session takes place on Friday, June 10, from 7:45-8:45am. The Keynote discussion, “Digital Transformation”, will feature:

 

About McKinsey & Company
McKinsey & Company is a global management consulting firm that serves leading businesses, governments, non governmental organizations, and not-for-profits. We help our clients make lasting improvements to their performance and realize their most important goals. Over nearly a century, we’ve built a firm uniquely equipped to this task.

David Edelman is a global co-leader of McKinsey’s Digital and Marketing & Sales Practices, based in Boston. For more than 20 years, David has specialized in helping marketing executives manage the strategy, organization, and infrastructure transformations required to become “digitally adroit” leaders. From creating digital centers of excellence, to developing marketing technology architecture plans, to redesigning entire go-to-market approaches, he has led work that is both strategic and highly tactical.

Together with the new McKinsey Digital Labs team of designers, developers, and digital analysts, his teams have helped marketers raise their digital traffic volumes, conversion rates, and customer lifetime value. In financial services, he has worked across many lines of business, including credit cards, retail banking, institutional banking, and retirement products.

One of the early leaders of Digitas, a market-leading digital agency, David built the strategy and analytics team, which worked alongside the agency’s creative and technology teams on implementation of large scale digital advertising and web e-commerce programs. Before that, as a partner with The Boston Consulting Group, he pioneered early work at the intersection of marketing and database technology, developing their “Segment of One Marketing” strategy service line, and was a leader in developing their e-commerce practice.

A frequent contributor to leading publications, and a Top 5 LinkedIn Influencer, David has also spoken or participated in panels at many top CMO and industry gatherings. He also sits on the advisory boards of a couple of small agencies and startups in the social and video markets.

About Digital FSI Transformation Assembly
The Digital FSI Transformation program has been designed for all of our partners, affiliates, and members to gather once again in our unique format to develop new relationships, collaborate with like-minded peers, and learn cutting edge intelligence to therefore take back home and help tackle the biggest business issues of today.

This premier gathering will address the most important digital marketing/business priorities of 2016 and identify new opportunities to lead a digital marketing transformation. Through a cutting edge program designed by the industry, for the industry, we will provide the freshest and most up-to-date insight that will help move your organization to the next level. A series of executive education roundtables, keynote presentations, educational workshops and networking sessions will offer industry-specific topics and trends to ensure your company sustains its competitive advantage.

Connect with The Millennium Alliance and engage in the latest conversations mill-all.com/ | @Mill_All | LinkedIn