Title: Building the Foundations for Next-Gen Technology to Transform Customer Experience

Date: Thursday, October 12, 2023

Time: 3:00 PM British Summer Time

Duration: 1 hour


This presentation will begin on Thursday, October 12, 2023 at 3:00 PM British Summer Time.
Audience members may arrive 15 minutes in advance of this time.


How can financial services firms improve the client journey and experience? Next-generation technologies that advance digital transformation is at the heart of that answer, but these rely on the firm’s ability to gather and analyse all available data across the business.
By now, many in financial services will have adopted technologies such as AI, ML, and analytics to enhance the experience their customers receive. However, to reach their full potential, they depend heavily on a solid data technology platform to build, train, and continuously improve model quality and predictions.
Hyper-personalisation can foster loyalty in an era in which loyalty has declined, and it pushes customers and investors towards those firms which can be agile in what they offer. This level of hyper-personalisation offers immense growth opportunities for all providers if they can cater to small and specific groups – but on a large scale.
This session will cover:
  • How to achieve competitive differentiation by delivering better customer experiences.
  • Optimising your existing infrastructure with a smart data fabric.
  • How other firms are building these data foundations and the results of their deployment.
In collaboration with
Can’t join us live? Register now, and we’ll send you the recording.


Joe Lichtenberg

Global Head of Product and Industry Marketing

Joe Lichtenberg is responsible for product and industry marketing for data platform software at InterSystems. Joe has over two decades of experience working with various data management, analytics, and cloud computing technology providers. Using this knowledge, Joe helps organisations harness real-time data and analytics to solve complex business challenges, reduce risk, improve compliance, and hyper-personalise customer experiences.

Virginie O’Shea

CEO and Founder
Firebrand Research

Virginie O’Shea is CEO and Founder of Firebrand Research. As an analyst and consultant, Ms. O’Shea specialises in capital markets technology, covering asset management, international banking systems, securities services, and global financial IT.