David Edelman’s leadership in Marketing over the past 30 years – as a top CMO and as a Strategic Consultant -- has made him a sought-after advisor on AI, digitization, marketing organization, and agile operations. Most recently, as Chief Marketing Officer, he guided Aetna (now part of CVS Health) through becoming a digitallyoriented, customer-centric enterprise. David has been repeatedly recognized by Forbes as one of the “Most Influential CMOs in the World,” and by AdWeek as one of the “Top 20 Marketing and Technology Executives.” His writing and work has attracted over 1.1 million followers to his LinkedIn blog, and he has delivered dozens of keynote presentations at conferences around the world.

Currently, David is a Senior Lecturer in Marketing at HBS. He also advises CEO’s and CXO’s in Health and Marketing Services, focusing on where AI and personalization unlock transformational opportunities. He is also on the Advisory Board of Glasswing Ventures, a major Boston VC firm. David received his bachelor’s degree in Economics from Harvard College and his MBA from Harvard Business School.

Industry leaders and technology experts in the digital transformation of financial services will discuss:​

• How AI is supercharging productivity

• New solutions driving automation and streamlining workflows, improving access to community

• Interoperability of solutions augmenting customer experience

See speakers details

• Impact of macro and geopolitical events on day-to-day activities for buy and sell-side

• AI and machine learning: Lessons learned from successful implementations

• Measuring the success of a trade

See speakers details

• High value use-cases when driving workflow improvements

• How to measure the effectiveness of AI innovation

• Best practices for monitoring risks regarding transparency, compliance and controls

See speakers details

• Integrating digital and traditional channels to create a seamless client experience

• Using data and analytics to personalise services and communications

• Ensuring interoperability of systems for a unified client view

   

See speakers details