Shaping the Financial Services of the Future

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Roundtable Dinner

Thursday, January 17th, 18:30 EDT
An exclusive dinner discussion for C-level Executives and IT Leaders of prominent firms in New York.

Shaping the Financial Services of the Future

Many financial services firms still struggle with making a digital transformation. Legacy systems, processes, and relationships make innovation extremely difficult, even as new technology ramps up clients’ expectations and attracts new competitors.

Optimizing the benefits of technology in a cost-efficient manner could mean re-evaluating on and off-premise infrastructure investments, making changes in staffing and skills training, engaging more deeply in line of business, encouraging more Chief Digital Officer/Chief Marketing Officer collaboration, and up the commitment to ITaaS delivery.

  • Which IT developments are financial service firms investing in the most?
  • Which functions will be replaced by fully digital cores?
  • Preparing data for machine learning means storing, organizing, and curating data. How much of a priority is this data-labeling task?

Remi Restaurant, New YorkRemi Restaurant, New York

145 W 53rd St, New York, NY 10019, United States | Google Maps

The Ortus Club hosts knowledge-sharing discussions in the best private dining rooms in the world. These venues provide an elegant high-end atmosphere and impeccable table service.

Attended by:

SVP of Enterprise Platforms & Services at Realogy
AVP of Technology Services Support Manager at NBT Bank
CTO at MedReview
VP of Engineering at Leviton
VP of Database Management at Safra National Bank of New York
CTO at Gen II Fund Services
Managing Director of Digital Transformation at RM & Assoc, Inc.
Head of Americas at Citywire USA
General Manager at SOLVE
VP, Global Head of Master Data Solutions at Dun & Bradstreet
Managing VP at Capital One
Executive Director at Rabobank
Managing Director of Enterprise Data Management at Argus Information and Advisory Services
Partner at ff Venture Capital
Regional Head of Business Services Transformation at HSBC Bank USA
Managing Director of IT, COO & CTO at Oz Management
FVP of IT at Israel Discount Bank
Chief Product Officer at Strategic Funding Source

6:30 pm: Arrival and drinks reception
7:00 pm: Welcoming and opening address
7:10 pm: Discussion instigated by the moderator and continued by the group
8:10 pm: Dinner served as the discussion is brought to a close
9:00 pm: Change of seats before dessert

Hosted by CDI

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Event Detail

Thursday, January 17, 2019 18:30
New York City

Why attend?


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+1 323 615 2018