Leveraging Big Data & Predictive Analytics to Support Your Firm's Growth

Your Moderator

Chris RiggioChief Revenue Officer, BrightScope, Inc.Chris Riggio is Chief Revenue Officer at BrightScope, a leading provider of software and data analytics to the world’s largest financial institutions. He is responsible for driving organic growth by leveraging marketing, sales, customer engagement, pricing and Revenue Management. As part of BrightScope’s Executive team, he is tasked with accelerating the company’s growth given the industry demand for better data transparency and visualization. Chris has over 20 years experience running Enterprise Sales and Marketing organizations in the FinTech industry.

Your Panelists

Ashok MehtaDirector, Business Analytics, Putnam InvestmentsAshok brings over 17 year’s experience in Data Mining and Business Analytics in the financial industry. He established the customer segmentation and predictive modeling function for sales and marketing at Putnam Investments and currently focuses on increasing sales productivity through the effective use of CRM and campaign management tools. Ashok received his Ph.D. in Economics from Syracuse University.

Vishwa KollaAVP, Head of Advanced Analytics, John Hancock InsuranceVishwa Kolla is a seasoned leader, speaker, collaborator, and mentor specializing in the areas of advanced analytics, data science, big data and communication. He oversees the transformation of John Hancock and continues to turn it into a data, analytics, insight, model and action-rich environment. Vishwa received his MBA from Carnegie Mellon University, and MS from University Denver and BS from BITS Pilani, India.

Arun ShastriPrincipal, ZS AssociatesArun joined ZS in 1995 and currently runs the analytics practice for the non-healthcare sectors. His areas of expertise include corporate strategies, sales and marketing effectiveness, channel analytics, and decision support systems. Arun holds a PhD in Decisions Sciences from the Kellogg School of Management at Northwestern University.

Industry Data ChallengesData lives in various parts of the organization making it difficult to:

As data ecosystems expand at exponential rates, new challenges arise.

Efficiently and effectively aggregate cross-channel data sets into a single version of truth.

Channelize Sales

Manage Territories

Compensate Accurately

Align Teams Properly

Advisor Data

Wallet Share Data

Sales Data

CRM Data

Reference Data

Marketing Data

Enterprise Data Stewardship

VisualizeFront end portals can deliver a single and sophisticated view across all data sources.

AnalyzeRobust analytical engine will provide performance metrics and identifies new opportunities.

AggregateData integration

capabilities, complete with data governance and

stewardship.

IntegrateAbility to cleanse, match and normalize with proper quality controls linking data together

in intelligent ways bringing new insights to light.Host

Through Cloud computing data is delivered via a catalog of shared, easy-to-use APIs providing instant scalability.

Predictive Analytics: How do you measure success ?Can we learn something from the B2B Market?

According to Forbes, “McKinsey analysis of more than 250 engagements over five years has revealed that companies that put data at the center of their marketing and sales decisions improve their marketing return on investments (MROI) by 15-20 percent."

Tools & Techniques to Leverage Big Data

Infrastutur/Databases

CRMData Visualization /

Reports / Dashboards

CampaignManagement

MDM

Statistical Software

Advanced Sales Insights & Metrics

What are some ways firms can increase profitability utilizing advanced analytics?