SAE Media Group are delighted to present our conference on Profitable Data Management in Retail Banking. This event is part of SAE Media Group’s extended series of retail banking events for 2007, such as Branch Banking – Strategies & Profitability and Contactless Cards, which have been widely acclaimed by senior bankers and financial services industry experts. Due to demand we are increasing our portfolio of retail banking conferences. Hear recent feedback from our exceptional Branch Banking – Strategies & Profitability and Contactless Cards events:

“I do think this was one of the most interesting conferences I have participated in, and I hope to be involved again next year.”
Maris Graudins, Head of Branch Network, Hansabanka

“A Comprehensive and authoritative line-up, a superb group of case studies.”
David Cavell, Adviser to the Financial Services Industry

Profitable Data Management in Retail Banking will focus on key issues such as Data Warehousing, Marketing and CRM, Customer Modelling & Analytics, Business Intelligence, Financial Management and Compliance requirements. We will address the importance of information in support of decision-making and in identifying new revenue streams in retail banking.

Learn how better data management strategies can give you a competitive edge by increasing customer loyalty and reducing churn. Our speaker faculty will include senior bankers from 12 prestigious financial institutions:

• ABN Amro, Thomas Gruter, Vice President Business Solutions for sales services and operational CRM
• Allied Irish Bank, Michael McMorrow, Enterprise Data Warehouse Development Manager
• Bank of Ireland, Peter McConkey, Head of Marketing & Communications
• Barclaycard, Craig Ashby, Business Solutions Director
• Caixa Geral de Depósitos, Henrique Nicola, Head of DW and CRM
• Credit Suisse, Alex Nippe, Director of Analytical CRM
• Ceska Sporitelna, Vaclav Hruby, Head of Campaign Management
• Ceska Sporitelna, Petr Ptacník, Head of Data Mining
• Finansbank (Turkey), Kunter Kutluay, Head of CRM
• Gjensidige Forsikring, Kari Opdal, Head of CRM and Customer Programs
• Nordea Bank, Jeanette Møller, Senior Master Data Program Manager
• Zagrebacka Banka, Sandra Bilandzic, Director of Risk Management Architecture

In addition they will be joined by the following industry experts:
• IBM Software Group, Shahin Taromsari, Information on Demand Strategy Leader
• Nigel Holland Consultancy, Nigel Holland, Managing Director (Former Lloyds TSB Head of Data Warehousing)
• Cap Gemini, Will Aston, Chief Technology Officer
• Detica, David Porter, Senior Manager

• Dataflux, Colin Rickard, Managing Director
Cap Gemini, Will Aston, Chief Technology Officer - Financial Services UKI

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Mark Foster-Collier

Mark Foster-Collier, Director, Retail Financial Services, Detica Limited

9:10 Data Warehousing

Jeanette Møller

Jeanette Møller, Senior Master Data Program Manager, Nordea

• An approach to data management in an acquisitive environment:
several mergers and acquisitions require more and more effort to
sustain the right information quality, which is thus becoming more and
more time consuming. Establishing the right master data execution
strategy is key to address, sustain and support the business strategy
• The challenges and benefits in pursuit of the strategy when facing the
operational reality. Benefits can be achieved without heavy investments
in tools!
• Learnings: Master Data Management is a long, but individual journey.
Nordea shares the key learnings as an experienced player in the
financial industry

9:50 Knowing the Customer Best and Caring the Most

Kari Opdal

Kari Opdal, Head of CRM and Customer Programs, Gjensidige Nor Forsikring A S A

• Background and strategy
• From strategy to action:
- Traditional marketing
- Loyalty programs
- Event based CRM
- Data mining
- Data warehousing
• Results and Further developments

10:30 Morning Coffee

11:00 Business Continuity

Nigel Holland

Nigel Holland, Director, Nigel Holland Consultancy Ltd

• If a disaster occurred whilst you were at this conference, would you
have a business to go back to? An exaggeration? Maybe
• Do you know the value of your data to your business, or, more to the
point, do you know what the impact would be if it was lost or could
not be accessed?
• Do you have a viable plan and effective Data Governance in place to
recover the situation?
• If you answered NO to any of these questions, then this presentation
will help you decide what action to take
• If you answered YES to all of the questions then I will use practical
examples from my experiences with a major UK clearing bank which
may make you change your mind, even if you only go back and confirm
all is well. Business Continuity may seem a boring topic, but can you
afford to ignore it?

11:40 Bank of Ireland Case Study

Peter McConkey

Peter McConkey, Head of Marketing & Communications, Bank of Ireland

• Background, business case and technical solution
• Use of empowered Rapid Application Development teams
• New customer segmentation rules based on integrated data
• Balancing the need for quick wins and long term buy in
• Governance and measurement, the evolution of a data quality
improvement programme
• Growing pains; moving from project to BAU, results and lessons learnt

12:20 Networking Lunch

13:50 Driving Away the Blind Product Focus

• Direct Marketing on the edge of fickle balance between segment
management and product management in the largest retail bank on
the Czech market
• Where are the right customers for my product? How can we best
attract and serve this group?
• Practical process of running over 2000 campaigns a year within a
contemporary CRM process
• The "great limited" value of Data mining
Petr Ptacnik

Petr Ptacnik, Head of Data Mining, Ceska Sporitelna

Vaclav Hruby

Vaclav Hruby, Head of Campaign Management, Ceska Sporitelna

14:30 Credit Suisse Case Study

Peter Zemp

Peter Zemp, Vice President of Data Mining, Credit Suisse

• Technical and organisational setup
• The analytical process
• Change management: how to bring analytics into the business
• Example: automised client contact programs

15:10 Afternoon Tea

15:40 Business Intelligence

Henrique Nicola

Henrique Nicola, Head of Data Warehousing & CRM, Caixa Geral de Depositos

• Using Data Warehouse to improve Business Value delivery
• Virtual Data Warehousing using Data Federation
• The value of Data Quality and Data Integration
• Turning Data into Intelligence
• Emerging trends in BI and the Benefits they bring to the Business
• How to choose a cost efficient BI platform

16:20 Active Enterprise Intelligence for Retail Banking

David Schrader

David Schrader, Director of Strategy and Marketing , Teradata UK

17:00 Chairman’s Closing Remarks and Close of Day One

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Shahin Taromsari

Shahin Taromsari, Information on Demand Strategy Solutions Director, IBM Software Group

9:10 Data Warehousing

Michael McMorrow

Michael McMorrow, Enterprise Data Warehouse Development Manager, AIB

• Vision driving the EDW journey which started 10 years ago
• Business realities delivered along the way
• Evolution of EDW usage and governance
• Evolution of business and IT architectures

9:50 How the Intelligent Enterprise Delivers World Class Performance.

Eddie Short

Eddie Short, Global Leader of Business Intelligence and Information Management, Capgemini UK

• Information as a business strategy
• Information driven architecture
• Taking cost out of the information supply chain

10:30 Morning Coffee

11:00 Re-structuring the Organisation to Maximise the Value of Data

• The imperative for organisational change
• Building a compelling vision and benefit case
• Designing the information management organisation
• A new world of data exploitation
Craig Ashby

Craig Ashby, Lead Designer for MI & Analytics, BarclayCard

Tom Deacon

Tom Deacon, Head of Information Management, Detica Ltd

11:40 Financial Management

Kunter Kutluay

Kunter Kutluay, Head of CRM, Finansbank

• Benefits of an integrated measurement of risk and profitability in
customer management (Organizations still typically measure customer
risk and customer profitability separately)
• How to considerably increase value by considering both current and
future profitability (when risk and profitability data can be combined,
the overall customer value can be understood; and increased)
• Strategies for measuring future profitability vs. current profitability
(total life-time value = the new goal for forward thinking managers)
• This session will explain how the various data dimensions of churn,
cross/up-sell and dormancy can be utilized to meet these new goals

12:20 Networking Lunch

13:50 Financial Management and the Data Warehouse

Shahin Taromsari

Shahin Taromsari, Information on Demand Strategy Solutions Director, IBM Software Group

• Business Intelligence – adding insight to customer understanding and
retail operations
• Managing cost and delivering information from multiple data sources
• Real-time intelligence and analytic capabilities for business user

14:30 Taking the Risk in the Short Term in Order to Increase Quality of Risk Management in the Long Term Horizon

Sandra  Bilandzic

Sandra Bilandzic, Director of Risk Management Architecture Department, Zagrebacka Banka

• Building an integrated business intelligence model with none or low
data – challenges and risks
• Implementation and post-implementation process – key messages for
the future
• From low to plenty of data in two years – how to increase business
efficiency with credit risk relevant data?
• Applying the same philosophy for small business banking
• Lessons learnt

15:10 Afternoon Tea

15:40 Capitalizing on CRM capabilities ‘The Real Challenge’

Thomas  Gruter

Thomas Gruter, Vice President , ABN AMRO

16:30 Data Governance - From Idea to Execution

Colin  Rickard

Colin Rickard, Managing Director, DataFlux UK Limited

• An emerging concept: what is data governance?
• Drivers of data governance in retail banking
• The data governance maturity model: where does your organisation sit?
• Towards an enterprise data governance strategy

17:10 Chairman's Closing Remarks and Close of Conference

Shahin Taromsari

Shahin Taromsari, Information on Demand Strategy Solutions Director, IBM Software Group


Le Meridien Piccadilly

21 Piccadilly
London W1J 0BH
United Kingdom

Le Meridien Piccadilly



speaker image






CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

CPD Certificates

We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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