Summit Program

Wednesday, November 4

Earnix Best Practices Sessions

  Insurance Banking
10:00 Drew Lawyer, Senior Professional Services Consultant, Earnix
Geo Modeling 2.0: Measuring the Business Value of Improved Segmentation
David Davtian, Senior Professional Services Manager, Earnix
Lending Case Study – Large USA Bank
10:30 Oren Kohavi, Senior Professional Services Manager, Earnix
Are Investments in Improved Demand Models Paying Off?
Yizhar Toren, Professional Services Manager, Earnix
Deposits Case Study – Large European Bank
11:00 Break & Networking
11:30 ROUND TABLES – Earnix Professional Services Consultants
13:00 Lunch
Official Summit Registration & Reception
13:30 Opening Remarks
David Schapiro, CEO, Earnix
14:00 Uri Levine, Founder WAZE (acquired by Google), Founder FeeX
Entrepreneurship and Disruption, the WAZE Example and its Applicability to Financial Markets
15:00 Francis Nicolas Weng Kan, Chief Executive Officer, Google Compare
Google Compare – Online Shopping Revolution in Financial Services
16:00 Break & Networking
Insurance Banking
16:30 Marcin Warszewski, CEO Liberty Poland
Fast Quoting – Knowing your Customer in a Blink
Balaji Narayanamurthy, EVP, Head of Business Intelligence, Axis Bank
Customer Analytics Grit – Axis Banks Analytical Journey
17:15 Philip Williams, Pricing Director, Simply Business
Don’t Throw It Away: Do We Understand the Importance of Data We Have?
Tony Madigan, Deputy CFO Personal Banking & Head of Price Management, Danske Bank
A Holistic View of Product Design and Pricing
18:00 Thomas Guidon, Group Chief Pricing Actuary General Insurance, Zurich Insurance
The Tectonic Influence of the IT Revolution and the Customer Centric Approach
Sam Steer, VP Treasury Strategy, Deutsche Bank
Financial Resource Management – An approach using FTP
18:30 Cocktails
19:30 Dinner & Entertainment


Thursday, November 5

9:00 Stan Phelps, President American Marketing Association, Author, Speaker & Customer Experience Architect
Blue Goldfish – Using Analytics to Drive Differentiation and Customer Advocacy in Financial Services
10:00 Break & Networking
Insurance Banking
10:30 Bill Madison, Chief Executive Officer Insurance, LexisNexis
The Next Turn in Data Analytics
Professor Moorad Choudhry, Deputy CEO, Habib Bank AG Zurich, London
Optimising and Aligning Customer Pricing with Treasury ALM objectives: Implementing Strategic ALM
11:15 Beth Fitzgerald, President, ISO Insurance Programs and Analytic Services
The Appearance of New Sources of Data for Better Analytics
Serkan Ülgen, EVP of Individual Banking, Yapi Kredi
Power of Data in Retail Banking
12:00 Tanguy Catlin, Partner, McKinsey & Company – Boston Financial Services and Marketing & Sales Practices
The Digital Insurer Competitive Edge

Walter Rizzi, Principal, McKinsey & Company
Optimizing Lending in the Euro Zone

12:45 Lunch Break
14:00 Dr. Reuven Shnaps, VP of Professional Services, Earnix
The Analytical Journey to Customer Centricity
Ioannis Roussos, Head of Group Deposits, Eurobank
My Account, the Tailor Made Solution
14:30 Kai-Nicholas Kunze, Head of Products Non-Life, Generali Switzerland
The Multi-Challenge Journey to Multi-Access
David Riddell, Director of Banking Solutions, Earnix
The New Banking Model
15:00 Break & Networking
15:15 Professor Eric T. Bradlow, The Wharton School of the University of Pennsylvania
It’s Not about Big Data, It’s about Better Data:
Using Modern Marketing Science to Measure CLV and Advertising Attribution
16:15 Closing Remarks, David Schapiro, CEO, Earnix
17:00 Adjournment