Bank Innovation 2016
BAI Payments Connect

2017 :: Upcoming Events

Date Event Topic
April Silicon Valley M&A Integration Group (Mountain View, CA) Roundtable hosted by Microsoft (Steven Ramirez, Moderator)
Apr 24 CRM Evolution The Marketer’s Cookbook: Recipes for Using Predictive Analytics
Marketing teams have become the guardians for their organizations’ customer experiences. While it is important to acquire customers, retaining them has become more challenging. With diverse customer needs and a splintering of traditional marketing segments, how can marketing deepen customer relationships, and do it at scale? This session offers key takeaways, case studies, and practical steps on using predictive analytics to expand customer relationships; using data analytics to pinpoint customer pain points; and using AI, machine learning, robotics, and other technologies to evolve what we mean by customer relationship management.
May 17 Predictive Analytics World for Business – SF How Predictive Analytics Can Drive Success in Fintech and Banking
May 18-19 The Financial Brand Forum 2017 How Predictive Analytics Deepens Customer Relationships
New technologies and emerging channels are generating rich sources of valuable data. To grow, up/cross-sell and retain relationships, financial marketers must learn how to turn this data into rich insights. That’s why predictive targeted marketing has quickly become one of the most powerful strategies available to financial institutions today. This session will show you how to significantly improve marketing outcomes, produce higher response rates and increase ROI without a proportional increase in marketing costs. Includes case studies and real-world examples.

  • How to build algorithmic models that strengthen relationships, maximize revenues and reduce customer attrition.
  • How to identify the most profitable segments to target — in the right channels, and at the right time.
  • How to translate your raw data — customer behaviors, transaction patterns, buying habits, late payments, unusual activity, social media interactions, etc. — into actionable marketing strategies.

Jun 21 Predictive Analytics World Chicago Measuring the Impact of Culture Change Using Advanced Analytics
Jun 28 2017 Sentiment Analysis Symposium Customer Journey Transformation: Using analytics to understand and transform customer experience

2016 :: Past Events

Event Topic
Washington Bankers Association – Marketing Conference Customer Experience:
What your leadership team needs to know: digital marketing and social media
Predictive Analytics World – NYC Case study: predictive analytics in fintech and banking
BAI Beacon – Chicago What Your Marketing Team Needs to Know About UDAAP Risk
BAI webinar series Thought leader webinar on managing compliance
Predictive Analytics World / Text Analytics World – Chicago Predictive analytics session, Keynote Steven Ramirez, Program Chair of Text Analytics World
Bank Administration Institute (BAI) Webinar What Doesn’t Kill You Makes You Stronger: Best Practices for Managing Consumer Complaints
CRM Evolution Conference Using Predictive Analytics to Fuel Marketing Success: Fortune Tellers Need Not Apply
FinTech Silicon Valley, Next Bank Speaking on fintech industry trends with Jim Bruene, founder of the Finovate fintech conferences
Finovate Spring Live blogging from event, fintech media interviews
Haas School of Business, UC Berkeley, April 2016 Guest Lecture: Data Science and Customer Experience
Predictive Analytics World 2016 – San Francisco How Well Do You Really Know Your Customer? Tracking Satisfaction Via Social Media
Data-Driven HR Conference, NCHRA 2016 Conference Keynote Speaker
Global Big Data Conference 2016 What Your CMO Needs to Know About Predictive Analytics
IBM predictive analytics workshop, San Francisco Applying predictive analytics to create opportunity in fintech, healthcare, and the public sector

2015 :: Past Events

Event Topic
IBM Insight Live blogging from event
Money 20/20 Live blogging from event
BAI Retail Delivery Capitalizing on Compliance to Enhance Business and the Customer Experience
Predictive Analytics World Boston Leveraging Open Data Sources to Increase Customer Insights Through Predictive Analytics
Finovate Fall 2015 Live blogging about fintech innovations
CRM Evolution 2015 Target Customers Through Predictive Analytics and Segmentation
Predictive Analytics World Chicago Fortune Tellers Need Not Apply: Leveraging Predictive Analytics and Big Data to Mitigate Emerging Risks and Improve Customer Experience
Predictive Analytics World SF Q&A: Ask Anything About Best Practices
Text Analytics World SF What Doesn’t Kill You Makes You Stronger: Resolving Customer Complaints with Text Analytics
Global Predictive Analytics Conference How to Become the Advanced Analytics Champion in Your Organization
PASS Business Analytics 2015 Open for Business: Leveraging Open Data to Gain Advantage on the Competition
Finovate Spring and Fall Live blogging and video interviews from event about fintech innovation
Reliability 2.0 Risk-based Asset Analytics – Tomorrow’s Business Intelligence Today
Silicon Valley Innovation Center’s Data Alchemy Conference Predictive Analytics panel discussions
BAI Payments Connect 2015 Fintech: Taking the Pain out of Payments
Electronic Funds Transfer Association (EFTA) EFTA Board of Directors Meeting presentation on customer experience
IBM SPSS Predictive Analytics Workshops (SF & Seattle) Increase Business Value with Predictive Analytics

2014 :: Past Events

Event Topic
CRM Evolution 2014 How Social Data Analytics Can Identify and Resolve Customer Complaints
Predictive Analytics World Chicago Leveraging Predictive Analytics and Alternative Data Sources to Improve the Customer Experience
Predictive Analytics World Boston Spotting the Wisdom in the Noise: Using Data Science to Identify and Eradicate Consumer Concerns
Predictive Analytics World Toronto Leveraging Predictive Analytics to Unlock Consumer Concerns and Eliminate Dissatisfaction
Text Analytics World Leveraging Social Media Complaints to Improve Customer Experience with Text Analytic
Sentiment Analysis Symposium Customer Insight Analytics
Banking Analytics Symposium Deepening Customer Relationships with Big Data and Analytics
Financial Services Marketing + Innovation Symposium Leveraging Social Media & Customer Feedback to Drive Business Success
BAI Retail Delivery 2014 Don’t Worry, Be Happy: Leveraging Complaint Data to Strengthen Customer Experience
Finovate Fall Live blogging from event
Bank Innovators Lab Day Bank Innovator’s Council workshop, co-sponsored by Beyond the Arc
IBM SPSS Predictive Analytics Workshop (SF) Increase Business Value with Predictive Analytics
WEBINAR (Beyond the Arc and Forrester) Where To Get Help With VoC and How To Unlock The Potential Of Text Analytics

2013 :: Past Events

Event Topic
Mortgage Technology Conference Leveraging Social Media in Lending
Predictive Analytics World Leveraging Predictive Analytics to Eliminate Customer Dissatisfaction Before it Spells Disaster for Your Business
BAI Retail Delivery 2013 Managing Customer Complaints and Creating Positive Customer Experiences
Chicago Payments Symposium Improving Consumer Experience: Progress and Opportunities
VERGE SF Open Data from Transparency to Growth
Bank Innovators Council launch party Sponsors: Beyond the Arc, Yodlee, and Bankers Hub
Finovate Fall Live blogging from event
WEBINAR (Beyond the Arc) Leveraging Social Media Complaints to Improve Customer Experience
WEBINAR (Beyond the Arc) Leveraging CFPB Complaint Database Analysis to Improve Customer Experience
WEBINAR (Beyond the Arc & Clientific) 4 Best Practices to Attract and Retain Affluent Customers
WEBINAR (Beyond the Arc & American Banker) Parsing and Preventing CFPB Complaints