Webinar Treasure Data, CDP Institute & Artefact – American Time

Connected Customer Experience with CDPs: Accelerating customer growth and profitability for Banking, Insurance, and Investment Management

To thrive in today’s fast-paced marketplace, financial services companies must leverage complex data to enhance, personalize and simplify customer experience.

On December 7th, join our industry experts who will share their insights on:

Accelerating customer growth & profitability for Banks

The rewards for “getting it right” are substantial – from improving customer loyalty, customer life-time-value, and shareholder value, to decreasing cost-to-serve and enhancing capabilities to compete with non-traditional fintechs (such as Apple and Amazon) who are disrupting the market.

Join our experts and find out more about:

  • Recognizing the urgency of the challenges and opportunities for retail banks, insurance providers and investment managers

  • Expanding engagement by identifying opportunities to use customer data around your customer’s journeys

  • Enhancing customer experiences by putting in place the necessary and foundational customer data platform that leverages all the promises of AI


Thomas Kurian

Thomas Kurian, Director of Strategy

Treasure Data

David Raab

David Raab, Founder

CDP Institute

Athena Sharma

Athena Sharma, Senior Director


Athena is a senior director at Artefact and the UKI Financial Services Lead, with a wealth of experience in data and AI strategy and transformation. She has a strong track record of advising leading UK commercial and retail banking clients on strategy and transformation projects, as well as working with private equity clients to transform and enhance portfolio synergies using data.

Akhilesh Kale

Akhilesh Kale, Financial Services Lead

Artefact US

Akhilesh Kale (AK) leads our data & analytics offering for financial services in the US. He has served several Fortune 100 financial services institutions by building next gen data products from data foundations to advanced analytics benefiting revenue growth, boosting operational efficiencies and regulatory compliance. He has hands-on experience of driving data programs related to Sales, Marketing, B2B/B2C customer data hubs, payments intelligence, AML/KYC and regulatory reporting use cases. AK is focused on partnering with front to back office leaders in financial services along with their Data and Tech teams to help extract max value from data assets, build robust data products/platforms and implement data management solutions.