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Earnix Pricing & Innovation Summit
Finance Leaders in Session

October 22-23 – London
8 Northumberland Avenue

Earnix’s Annual Pricing & Innovation Summit is an exclusive gathering of executives from the financial services industries, with attendees including heads of business line, head of retail, chief actuaries, heads of pricing / product, and other related positions from leading banks and insurance companies worldwide. All attendees share the same passion for analytics and innovation.

Keynote Speakers this year:

Brett King is a global bestselling author and futurist, and the host of the Breaking Banks” Radio Show on Voice America (an Internet Talk Radio Network with over 9 million monthly listeners) and the founder of the start-up “Moven“.

Brett King was voted as American Banker’s Innovator of the Year in 2012, and was nominated by Bank Innovation as one of the Top 10 “coolest brands in banking”. BANK 3.0 (in 8 languages) has been topping the charts in the US, UK, China, Canada, Germany, Japan and France since its release late in 2012.

Eric Siegel, Ph.D., founder of Predictive Analytics World and Text Analytics World, and Executive Editor of the Predictive Analytics Times, makes the how and why of predictive analytics understandable and captivating.

In addition to being the author of Predictive Analytics: The Power to Predict Who Will Click, Buy, Lie, or Die, Eric is a former Columbia University professor who used to sing to his students, and a renowned speaker, educator, and leader in the field.

More Information 

Meet the Speakers
Summit Progamme

register now

 

 

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RUSSIAN RETAIL BANKING 2014

Dates: May 27-29, 2014
Place: Radisson Royal Hotel, Moscow

28 May, 09:00

Breakfast Briefing hosted by Earnix

Customer-Centric Banking: Achieving Profitable Growth through Customer-Centric Marketing and Pricing

Yizhar Toren, Senior Professional Services Consultant, Earnix

One of the fundamental challenges of retail banking is translating high-level strategic direction into customer-level actions, such as achieving a particular growth and profit strategy. These metrics are only achieved through individual, profitable customer decisions.

These decisions are best made through a deep understanding of levers of customer behavior, such as price and product offerings. By modelling these levers, Earnix can predict customer behavior and use those predictions to help banks make better decisions.

But it’s not enough to make better decisions; one needs to make the best decisions – ones that lead to the strategic goals that have been set. Earnix does that through a mathematical technique called optimization. This session describes what is needed for a retail bank to achieve this outcome – from data to models to decisions.

Contact us for your personal delegate fee discount or to set up a meeting with one of our representatives at the event.

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Webinar: Driving customer-centricity through predictive analytics

Date: May 21, 2014

As banks’ interaction with their customers becomes increasingly sophisticated across multiple channels, it is clear that a cohesive strategy for customer engagement is required. With masses of data being collected on a daily-basis, it is crucial that banks are making the best use of advanced data analytics to create a more personalized experience for their customers. This webinar will examine the ways in which analytics can drive customer-centricity to create increasingly profitable banking operations.

Speakers:

  • Frank Bria, Senior Director Banking Solutions, Earnix
  • Aritra Chakravarty, Director & Global Head of Strategy Implementation, HSBC
  • Gareth Lodge, Senior Analyst Banking & Payments Celent’s Banking Group
  • Cumhur Yildiz, Affluent Marketing Vice President, Akbank

Chairing: Lindley Gooden, Former Presenter, BBC, Sky and ITV

For your free registration, please click here.

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CBA Live 2014

Dates: March 31-April 2, 2014
Place: Gaylord National Resort & Convention Center, National Harbor, Maryland

April 2  at 9:05am

Analytics and the Customer Experience

Frank Bria, Senior Director, Banking Solutions, Earnix 

Customers highly value sound financial advice from their banks, to the point that they would choose a new institution (or leave one) based on this information. Banks already have all the data they need to do real time analyses and help customers make good decisions or advise them against bad ones. In this session, learn how banks can create significant value by turning their analytics outward and getting useful information into the hands of their customers.

For more information click here

Contact us for more details or your personal meeting with one of our representatives at the event.

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CAS Ratemaking & Product Management (RPM) Seminar

Dates: March 30-April 1
Place: Washington Marriott Wardman Park, Washington DC

Propensity Score Methods for Evaluating Insurance Pricing Strategies

Reuven Shnaps, Vice President of Professional Services, Earnix
David Whiting, Director of Professional Services, Earnix,  North America

The designed experiment with a randomly selected control group is the gold standard for evaluating competing alternatives. However, formal experimentation is frequently infeasible, whether due to ethical, legal, or practical considerations. It is for such situations that propensity score methodology was developed. Propensity scores adjust observational (non-experimental) data to, in essence, match “cases” and “controls” that would have likely occurred in a designed experiment. They can be used in any statistical analysis that would have resulted from a formal experiment. In this session, using North American insurance pricing constraints, we will illustrate how propensity scores can be utilized to conduct a pseudo-experiment where pricing strategies are evaluated against a control.

For more information click here

Contact us for more details or your personal meeting with one of our representatives at the event.

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Retail Banking in Europe

Dates: March 10-11, 2014
Place: Hotel Palace Berlin, Germany

March 10 at 10:10am
Session One: Enhancing the profitability of European banking

Customer-Centric Banking: How making customer-centric decisions increases profits and achieves business targets

Frank Bria, Senior Director of Banking Solutions, Earnix

Customers have a higher expectation of their financial services. To meet their needs and fill the trust gap, we need to use the data we have to make more personalized and relevant decisions. Strategic decision making allows bankers to meet business objectives such as retention, growth and profit, all while customizing the decisions to meet the customer’s needs.

Attendees will learn:

  • The four most important decisions made during the customer lifecycle,
  • The three barriers that keep us from achieving our business objectives, and
  • How real-time decision making lifts profits and customer satisfaction.

March 10 at 10:30am

Panel Discussion & Questions
A vision for a prosperous European banking sector
Frank Bria, Senior Director of Banking Solutions, Earnix

For more information click here

Contact us for more details or your personal meeting with one of our representatives at the event.

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Retail Deposit Optimization & Strategic Management Conference

Dates: 5-6 December 2013
Place: Downtown Conference Center, New York

December 5 at 11:15

Strategic Price Optimization: Getting the Most out of Deposits

Frank Bria, Senior Director, Banking Solutions Earnix

  • What is the right offer for each customer and market segment in your bank?
  • How can you measure customer price sensitivity across products?
  • How can banks optimize prices for growth and margin based on customer behavior?
  • What are the requirements for customer, product, and branch level pricing capabilities?

Contact us for more details or your personal meeting with one of our representatives at the event.

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2013 CAS Annual Meeting

Dates: November 4-5 2013
Place: Hilton Minneapolis, Minneapolis, MN

Earnix presentations:

“Understanding Customers and Agents’ Behavior And Their Impact On P&C Insurance Companies’ Performance”
Monday November 4 at 1:30 pm – Marquette VII

“The Path to a Successful Implementation of Price Optimization In North America”
Monday November 4 at 3:30 pm – Marquette VII

Contact us for more details or your personal meeting with one of our representatives at the event.

For more information click here

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The Future of Nordic Retail Banking 2013

Marketforce’s 4thAnnual Conference

Dates: 5–6 November 2013
Place: Hotel Scandic, Copenhagen, Denmark

November 5 at 12.10pm

Getting it Just Right – What Should the Bank Offer Each Customer?

Barak Melnik, Vice President of Products and Business Development, Earnix

  • Getting to a 360 view of the customer – with and without digital sources
  • How to personalize the offer to optimize customer value
  • Real-time customer facing decisions – don’t be left behind

Contact us for more details or your personal meeting with one of our representatives at the event.

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Earnix Pricing & Innovation Summit

Finance Leaders in Session

Dates: 23-24 October, 2013
Place : The May Fair, London, UK

The Earnix Pricing & Innovation Summit is an exclusive event for executives from the financial services industries, with attendees including heads of business line, head of retail, chief actuaries, heads of pricing / product, and other related positions from leading banks and insurance companies worldwide

The speaker line-up is filled with renowned banking and insurance innovators that will be sharing their experiences with summit attendees.

The plenary keynote speaker of the Summit is Prof. Dan Ariely, a 3-time renowned TED.com speaker and Author of the book “Predictably Irrational – The Hidden Forces That Shape Our Decisions”.

Make sure to register on time, spaces are limited!

For an impression of the 2012 Summit, please go here

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11th CEE Retail Banking Forum 2013

Dates: 9 – 11 October 2013
Place: Hotel Sofitel Budapest Chain Bridge, Budapest, Hungary

October 10, 14:00

STREAM A – Master customer experience towards customer engagement

Banking on Pricing to the Segment of One

Frank Bria – Director of Professional Services, Banking Solutions, Earnix

  • How do you personalize banking products through advanced analytics and segmentation?
  • What does price sensitivity tell you about the customer – and your brand?
  • How can you use channel differentiation to profitably service each customer?
  • How can you leverage real-time offers to both profitably retain customers as well as allow unprofitable ones to attrite?
  • What data and infrastructure do I need to enable real-time “next best offer” technology?

Contact us for more details or your personal meeting with one of our representatives at the event.

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GIRO40 CONFERENCE AND EXHIBITION 2013

Dates: October 8-11, 2013
Place: Edinburgh International Conference Centre

October 9, 16:30 – 17:30

Workshop session B: Price Optimisation: Sensitivity Testing of Assumptions

Sammy Krikler, Founder & Chief Analytics Officer Earnix
Pierre Goetz, Professional Services Consultant, Earnix

Any pricing optimisation exercise requires multiple inputs, such as loss cost estimates, conversion and retention models, mid-term cancellation models and future competitive positioning assumptions. In this presentation, we will evaluate the sensitivity of the optimisation results to these assumptions. For instance, how will a less than optimal loss cost model impact the indicated optimised rating factors? How much effort should we dedicate to building conversion and retention models, and how sophisticated do these models have to be to meet the pricing optimisation challenge?

Contact us for more details or your personal meeting with one of our representatives at the event.

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Russian Banking Forum

Dates: 28-30 May, 2013
Place: Marriot Grand Hotel, Moscow

Business Breakfast hosted by Earnix May 30th, 09:00 Stream A:

“Customer-Centric Loan Pricing: Balancing Customer Demand and Profitability”
Presentation by Frank Bria, Director of Professional Services Banking Solutions

Participants in this session will learn the following:

  • How technology enables banks to establish a customer centric product offering
  • How specific banks have achieved additional profit while maintaining market position, and
  • What steps they can take today to begin the process of applying these pricing best practices

Contact us for more details or your personal meeting with one of our representatives at the event.

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European Banking Forum

Dates: May 15-16, 2013
Place: Steigenberger Airport hotel, Amsterdam

Wednesday, 15th of May 2013 at 11:35 am

“Retail Banking Like an Expert: Decision Support Across the Customer Lifecycle”

By Frank Bria, Banking Professional Services Director, Earnix Inc.

Contact us for more details or your personal meeting with one of our representatives at the event.

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Retail Deposit Optimisation & Management Acuiring, Pricing and Maintaining Retail Deposits as Part of a Cohesive Funding Strategy

Dates: 13-14 May, 2013
Place : London Hilton Canary Wharf, United Kingdom

Earnix presentation

“Cracking the Code: Relationship-Based Deposit Pricing to Achieve Your Portfolio Objectives”
Frank Bria Banking Professional Services Director Earnix

Monday May 13 at 14:45

Contact us  for more details or your personal meeting with one of our representatives at the event.

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CAS Pricing Seminar

Dates: March 11-13 2013
Place: Hyatt Regency, Huntington Beach, California

Earnix presentation:

“Price Optimization: Construction and Sensitivity Testing of Assumptions”

Tuesday March 12 5:15 pm – Salon A

for more details or your personal meeting with one of our representatives at the event.

For more info

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Russian Insurance Forum

Dates: 20-21 February 2013
Place: Marriot Grand Hotel, Moscow

Business Breakfast hosted by Earnix – February 21 at 09:30

“Insurance business growth driven by predictive analytics for pricing and decision optimization”
Presentation by David Schapiro, CEO of Earnix

for more details or your personal meeting with one of our representatives at the event.

View event website

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The Future of General Insurance

Dates: November 14-15, 2012
Place: Grange Tower Bridge Hotel, London, UK

Contact us to schedule a meeting with Earnix representatives at the show

Discussion C: Product development and pricing

November 14th, 14:40

Led by David Schapiro, Chief Executive Officer, Earnix

  • How will advances in data analytics lead to a shift from commoditised to personalised products?
  • What external data sources could be used to aid pricing accuracy?
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GIRO Conference and Exhibition 2012 – GOLD SPONSOR (Booth #1)

Dates: September 18-21, 2012
Place: Brussels, Belgium

Workshop session: Pricing optimisation methodologies – beyond the simple cases

September 19, 10:45 – 11:35

Sammy Krikler and Pierre Goetz, Earnix

Real pricing cases are not simple mathematical problems when several business elements are taken into account. This presentation will review price optimisation methodologies that consider:

  • Lifetime value
  • Price optimisation for multiple choice offers
  • Direct rating factors optimisation
  • Stochastic factors
  • Pricing constraints by channel

View event website

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IASA 2012 Educational Conference and Business Show

Dates: June 3-6, 2012
Place: San Diego, CA

to schedule a meeting with Earnix representatives at the IASA show.

View event website

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2012 CEB TowerGroup Financial Services Conference

Dates: May 23-25, 2012
Place: Boston, MA

to schedule a meeting with Earnix representatives at the conference.

View event website

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ACORD LOMA Insurance Systems Forum

Dates: May 15-17, 2012
Place: Orlando, FL

to schedule a meeting with Earnix representatives at ACORD LOMA.

View event website