Showing posts with label financial services. Show all posts
Showing posts with label financial services. Show all posts

Tuesday, April 16, 2013

How Data Visualization Impacts Financial Decisions - Event Preview


The way data is presented--and how visualization is used to present it--has a profound impact on our decisions.  As this insight has moved from academia into the private sector, Financial Services firms have begun to apply these insights in fascinating ways.
On May 1st the Analytics in Financial Services group--of which Fitzgerald Analytics is the founding sponsor--will host an event on this topic.  Both featured speakers are applying behavioral finance concepts, together with data visualization tools, to help improve financial decisions.
Our presenters will be:
  • Dan Egan, Director of Behavioral Finance and Investing at Betterment.  Mr Egan was Formerly at Barclay's Wealth and Investment where he focused on using behavioral finance to help people make better financial decisions.  His presentation will focus on the impact of how we visualize risk and return.
  • Gunjan Banati, Fund Research & Analytics at Royce & Associates.  Ms Banati Manages all aspects of the investment research operations including identifying, analyzing and monitoring recommended mutual funds and alternative investments.
More on both presentations, and the experts who will give them, can be found below.
Dan Egan:
  1. Theme: What people invest in really is driven in part by how the various choices are presented to them.  He aims to help people make the right decision, not the knee-jerk "OMG I have to sell now!" decision which leads to selling low and then buying high later.
  2. Topic: Visualizing Financial Risk and Return, focusing on the influence of presentation format on how individuals make decisions when investing. He'll review a number of different standard methods, and introduce some new forms geared towards helping consumers make the right decisions.
  3. Bio: Director of Behavioral Finance and Investing at Betterment.  Formerly of Barclay's Wealth and Investment, Americas Using behavioral finance to help people make better financial decisions.
  4. LinkedIn: www.linkedin.com/in/dpegan/

Gunjan Banati:
  1. Theme: Using quantitative methods and visualization within her company to decide which investments to recommend. Visualizations are then used to communicate the recommendations to clients so they believe in what is being recommended.
  2. Topic: The analytics of mutual fund research, meaning the methods used to evaluate mutual fund recommendations using quantitative methods combined with visualizations.
  3. Bio: Gunjan Banati, Fund Research & Analytics at Royce & Associates. Ms Banati was previously at Allegheny Financial Group where she managed all aspects of the investment research operations including identifying, analyzing and monitoring recommended mutual funds and alternative investments.
  4. LinkedIn: www.linkedin.com/pub/gunjan-banati/3/380/9a6
The location for this meetup has been graciously provided by the Ricoh Technology Portal.

Wednesday, August 10, 2011

More Profitable Analytics Projects via Simplifying Methodologies - Join me at the Financial Services Symposium August 18th

The gigantic potential of analytics has generated a mountain of hype and a cacophony of buzz. Unfortunately, the more buzz in your ears, the less likely YOUR analytics project will hit pay dirt. My specialty is solving this problem for clients, and next week I'll share my approach at the Financial Services Symposium (details below...)


RX for More Successful Analytics Projects: Simplify from Jaime Fitzgerald on Vimeo.


The hype around analytics leads to more complexity and less clarity. Technology vendors, service providers, and even colleagues lead each other to believe that the more advanced your analytic methods, the better your results.

This tends to obscure a relatively simple goal: making better use of existing information to achieve our goals.

In my Keynote Presentation at the Financial Services Symposium, and off-stage throughout the day, I will be sharing my methodology for getting results in analytics. These methods have helped me unlock millions of dollars for clients… but are free with admission when you attend next week.

Sincerely,
Jaime Fitzgerald
President and Founder
Fitzgerald Analytics

Tuesday, August 9, 2011

ROI On Technology Investments: THE Theme @ the Financial Services Symposium

“We have lots of information technology… but we don’t have any information!” – so goes the caption of a popular cartoon for technologists and business people alike.

Yet behind the joke, there is a serious problem statement: “We have lots of technology, but we need to get better results from it.” That’s the theme we will be focused throughout the one-day Financial Services Symposium on August 18th.






I hope you will join us on August 18th for the event of the season. I will be giving the morning keynote presentation on Analytics, and will moderate a panel discussion on technology and on results in Capital Markets and Brokerage Services. Click here to register for the Financial Services Symposium.

Tuesday, August 2, 2011

The Financial Services Symposium – Sign Up Now!

The Financial Services Symposium on August 18th is quickly approaching -- be sure to reserve your spot!

Jaime Fitzgerald will give the keynote on Analytics in Financial Services: Practical Methods that Convert Data into Real Results. Check out the abstract of his talk here.

This week, we confirmed several amazing panelists and moderators for the following panel discussions between veteran practitioners in the banking, brokerage, insurance, and cloud computing spaces:

The Navigating New Realities in Banking: The Role of Technology panel is all booked up and should provide interesting insights on the role of Technology in adapting to today's competitive landscape. Panelists will include:

In the Return on Technology Investment in Capital Markets and Brokerages panel, our own Jaime Fitzgerald will moderate. Confirmed panelists include:
Unlocking Opportunity at the Intersection of Insurance and Technology with:

And finally, Today's Cloud Computing Options: Decision Criteria for Maximum Benefit, featuring three outstanding tech experts:
Again, the Financial Services Symposium is scheduled for August 18 at Adelphi University’s beautiful Long Island campus. For more information - or to register - click here. We hope to see you there!

Wednesday, July 13, 2011

Data to Dollars™ - Analytics in Financial Services - Executive Luncheon July 21st @ at Delmonico’s


Five Ways Analytics Drive Profit in Financial Services
Analytics is making money for your competitors and peers. We'll show you which ones and how. You'll also learn about the powerful Data to Dollars™ methodology that transforms information into opportunity, profit, and growth.

The Venue:  Steaks at Delmonico's (56 Beaver Street New York, NY)

Guest Speaker: Jaime Fitzgerald, independent expert in financial services analytics

When   July 21, 2011 | Noon - 1:30 PM  Register Here!

 Lunch is free but seating is limited, so reserve your spot today. Registration is subject to qualification.

Contact us to make arrangements for special meal requirements (e.g., vegetarian, kosher, etc.).“Data to Dollars™” is a trademark of Fitzgerald Analytics, Inc., and is used here with permission.



Thursday, March 24, 2011

About the Panelists – Practical Stories from the Trenches

At the event on March 30th, we will make financial services analytics more accessible, actionable, practical and doable.


Our goal is to share more based on my experience and on the experience of analysts in the trenches…with the help of the other panelists:

Preview of Analytics in Financial Services (March 30th Event w/ TDWI and NY Tech Council)

On March 30th, at TDWI’s Tri-State Area Chapter  seminar, I’ll be giving the keynote address to discuss how analytics can be practically used to make better business decisions.   This theme in my speech, practical uses of analytics, I feel, captures the essence of this event – a different type of analytics event – it’s focused on giving the audience practical takeaways they can use to improve results at their job and build their career further.

Analytics in Financial Services: A Competitive Imperative

Preview of Analytics in Financial Services

On March 30th, at TDWI’s Tri-State Area Chapter  seminar, I’ll be giving the keynote address to discuss how analytics can be practically used to make better business decisions.   This theme in my speech, practical uses of analytics, I feel, captures the essence of this event – a different type of analytics event – it’s focused on giving the audience practical takeaways they can use to improve results at their job and build their career further.

About the Panelists – Practical Stories from the Trenches

Our goal is to share more based on my experience and on the experience of analysts in the trenches…. goal is to share practical insights…I will do this with the help of the other panelists:
  • John Ruda of TDAI has been able to better predict and sense if a customer is less satisfied and may leave…being able to sense this early has allowed TDA to save millions of dollars
  • Denis Mrkva, of Hartford Insurance Company, he’ll be talking about how they built a tool to substantially improve impact of marketing investments targeting consumers across a variety of channels
Overall, we will try to make financial services analytics more accessible, actionable, practical and doable.

So much Information, So Little Practical Analytics that “Works”

The bottom line when discussing analytics is that when it works, it can add huge value; however in the world of analytics there is a deluge of information, technology and analytic options – so much so that I’ve noticed a pervasive frustration in the business community that analytics solutions do not work smoothly or often enough.   Together with the TDWI, New York Technology Council, and event sponsors, we’re going to take a step toward fixing this problem.  In my keynote, and in this event, we’ll try and bridge the gap between the awesome potential of analytics and the complexity of figuring out how to realize that potential.  

We will discuss the key drivers of results in a number of key business models in financial services, and we will be clear about the decisions we need to make to improve results in these business models, without overcomplicating the analysis.  We will share with you a simpler way to translate a business decision that needs to be made into an analytics method that is fit with purpose…in the trenches practitioners have figured this out but there’s not a lot of sharing of how to best do this…our goal is to share more…based on real experiences of myself and others.

Benefits to Attendees Interested in Analytics

While this event is a financial services event, it can be useful for those not in financial services.  We’ll be using a set of universal frameworks to distill business models, find points of opportunity and choose the best way to address this opportunity via analytics; these frameworks can be applied in any industry where high-stakes business decisions are made.  So if you’re interested in analytics, this is an ideal event for you.

Benefits to Students or Job Seekers

This is the perfect event for anyone who’s entering or aspires to enter the field of financial services (investment bankers, or financial services professional in retail, insurance, consumer banking, credit cards).   I guarantee you’ll walk away with practical takeaways you can use back in the office or to turbo-charge your career.

So much Information, So Little Practical Analytics that “Works”

The bottom line when discussing analytics is that when it works, it can add huge value; however in the world of analytics there is a deluge of information, technology and analytic options – so much so that I’ve noticed a pervasive frustration in the business community that analytics solutions do not work smoothly or often enough.   Together with the TDWI, New York Technology Council, and event sponsors, we’re going to take a step toward fixing this problem.  In my keynote, and in this event, we’ll try and bridge the gap between the awesome potential of analytics and the complexity of figuring out how to realize that potential.  

 Click here to register for this free event...


We will discuss the key drivers of results in a number of key business models in financial services, and we will be clear about the decisions we need to make to improve results in these business models, without overcomplicating the analysis.  We will share with you a simpler way to translate a business decision that needs to be made into an analytics method that is fit with purpose…in the trenches practitioners have figured this out but there’s not a lot of sharing of how to best do this…our goal is to share more…based on real experiences of myself and others.

Interested in Analytics? Our March 30th Event is for You

While this event is a financial services event, it can be useful for those not in financial services.
We’ll be using a set of universal frameworks to distill business models, find points of opportunity and choose the best way to address this opportunity via analytics; these frameworks can be applied in any industry where high-stakes business decisions are made.  So if you’re interested in analytics, this is an ideal event for you.

March 30 TDWI Event in NYC: Benefits to Students + Job Seekers

This is the perfect event for anyone who’s entering or aspires to enter the field of financial services (investment bankers, or financial services professional in retail, insurance, consumer banking, credit cards).


You’ll walk away with practical takeaways you can use back in the office or to turbo-charge your career.

Video Preview of Next Week's event on Analytics in Financial Services

To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.



To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.

Tuesday, March 22, 2011

Join Us on March 30th!

Analytics in Financial Services: A Competitive Imperative
Wednesday, March 30th, 2011
8:30am-12:00pm

The New Yorker Hotel
481 8th Avenue
New York, NY 10001

Free! To Register: Click Here

Jaime Fitzgerald will be delivering the keynote at this conference emphasizing practical take-aways.

The financial services industry is inherently data-driven. In recent years, our ability to store, retrieve and analyze massive volumes of data has exploded, creating new opportunities as well as new challenges. Investment banks, retail financial services firms, and insurance companies are at the forefront of this data revolution.

How are Wall Street innovators using analytics to compete and succeed? What tools and tactics do they use to turn data into value? What are the pitfalls and cautionary tales associated with data-driven tools, techniques, and technologies?

At this half-day joint event of the New York Technology Council and The Data Warehouse Institute (TDWI) Tri-State Area Chapter, our keynote speaker and industry panelists will explore this topic.

On top of this content, the event will be a great networking event -- about 200 people have already registered!



Jaime Fitzgerald has additional video previews of this event up on his YouTube page.
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