September 14, 2017
12:30pm – 7:30pm

Agenda | Location

Firms are realizing benefits from effective data management that incorporates data sources from across the enterprise. This includes the opportunity to leverage digitization solutions to efficiently format, catalog and store multi-media, physical documents and unstructured data. The types of data sources to be reined in span the enterprise and the opportunities to realize tangible business value are real. Listen to solution providers who can share proven strategies for setting up or expanding programs in the world of digitization to increase analytical capabilities, broaden customer service offerings and extend automation capabilities.

Panel Focus:

This technology-focused discussion will be centered around strategies financial services firms have effectively employed across the enterprise to organize data  from multiple business lines and leverage it for new business opportunities. This relies on creating effective metadata, harvesting both structured and unstructured data from institutional data repositories as well as social media content, leveraging cloud services to make data access, storage and analysis efficient and investing in an effective suite of data management tools = BI, document management, etc.
Join the conversation! Tweet us @WSTAORG and use #WSTAdigitization

Sponsorships are available – Contact or call (732) 530-8808


12:30-1:15PM Registration and Luncheon (Luncheon sponsored by Nuance)

1:15-1:20PM WSTA Introductions: Christopher Reimers, Managing Director, Global Technology & Operations, Bank of America and a WSTA Director

1:20-3:30PM Panel Discussion (Sponsorships available)
“Industry Perspectives” & Moderator


3:30-3:50PM Break and Demo Area Visit (Break sponsored by Accenture)

3:50-4:15PM Luncheon Speaking Sponsor: “Securing Document Workflows in Financial Services”

4:15-4:40PM “Digital Experience Monitoring and Analytics”

4:40-5:05PM “Is ‘Safe Cloud’ an Oxymoron?”

5:05-5:30PM “Three Rules of AI-First”

5:30-7:30PM Cocktail Networking Reception (Sponsored by Box)

7:30PM Event Concludes

Agenda, Speakers and Times Subject to Change

Registration Information

WSTA Corporate and Individual members receive complimentary admission to WSTA Seminars. To see if your financial firm is currently a WSTA member, click here. For information about joining the WSTA as a Corporate or Individual Member, please visit our membership page.

Not quite ready to commit to membership but would like to attend this event?
We invite you to learn about our organization, its educational programs, and networking opportunities by registering as a community member. You will receive discounted admission to this event plus receive WSTA Digital News monthly newsletter and notifications of upcoming educational seminars/panel discussions. This is only open to technology professionals employed at financial firms (banks, brokerages, hedge funds, insurance companies, credit unions).

The Yale Club of New York City
50 Vanderbilt Avenue
New York, NY
United States