Financial service organizations still struggle to collect, uncover and use their data to realize the full value from their institutional client relationships. But guess what? They can get a handle on their client services today, without relying on IT to get them the information they need to manage their data. 

Finance, client operations and services' teams will walk away with new knowledge on how to stop risking revenue and reputation loss and start gaining a competitive edge in the marketplace.

 

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About the Speaker:

Justin Schweisberger, CPO at Pramata, has extensive experience guiding large implementations projects in support of retention, post-merger integration, contract risk assessment and business process initiatives. Previously, he was a project manager at the Husch Blackwell law firm, managing due diligence activities around merger and acquisition activities, including Hindalco’s $6 billion acquisition of Novelis. He graduated from Harvard College with an AB in psychology.