Presented By
O’Reilly + Cloudera
Make Data Work
29 April–2 May 2019
London, UK

Data science transformation: Transforming a traditional wealth manager to a cutting-edge data-driven company

Charlotte Werger (Van Lanschot Kempen)
Executive Briefing and best practices
Location: Capital Suite 13
Average rating: *****
(5.00, 12 ratings)

Charlotte Werger outlines the components necessary to transform a traditional wealth manager into a data-driven business. Charlotte first covers three key areas: customer focus (management, retention, and acquisition), asset management (investment and credit), and operations (risk, compliance, reporting, and technical infrastructure). The future desired state is conceived at this level, upon the foundations of data, driving both operations and decisions.

Charlotte then further partitions these business units to identify the subunits that benefit from automation and efficiency gains or improved performance due to better predictability (machine learning). You’ll participate in an interactive brainstorm to highlight the different kinds of data and techniques that will support their execution and implementation. You’ll also look for synergies across ideas and business units. Bringing this all together, Charlotte concludes with a discussion of feasibility, prioritization, components of execution, people, data, working with limited resources (data and good people are expensive), and infrastructure.

Photo of Charlotte Werger

Charlotte Werger

Van Lanschot Kempen

Charlotte Werger is head of data science at at Van Lanschot Kempen, where she’s challenged to transform the wealth manager and private bank from a traditional company into a cutting-edge data-driven one. Charlotte works at the intersection of artificial intelligence and finance. After completing her PhD at the European University Institute in Florence, she was a portfolio manager and quant researcher at BlackRock and Man AHL in London, where she was part of an early movement in asset management that initiated the application of machine learning models to predict financial markets. She then worked for ASI Data Science, helping its clients build AI applications and software. Charlotte is internationally active in the field of data science and AI education. She’s an instructor at Datacamp, mentors data science students on the Springboard platform, and holds an advisory role at Ryelore AI.

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5/05/2019 16:47 BST

Can you please place session slides or video?