As data continues to play an increasingly strategic role across organizations, firms are seeking new ways to turn information into actionable insights that support growth and informed decision-making. Hosted by Calamos Investments and sponsored by Synfinii, IMEA’s inaugural Data Roundtable brings together senior data professionals for a collaborative forum to exchange ideas, share practical experiences, and explore the strategies, technologies, and organizational approaches shaping the future of data.
What You Can Expect
Through an open discussion format, participants will engage in peer-driven conversations focused on maximizing the value of data across their organizations. Discussion topics are expected to include:
- Defining and maintaining a “single source of truth” across the organization
- Determining where data should reside, including the role of CRM platforms versus centralized data management
- Developing universal data models that integrate CRM data, flows and AUM, and third-party data sources such as data packs and Broadridge
- Building analytics and metrics warehouses with pre-calculated business metrics
- Aligning data management and business intelligence teams to support business objectives
- Addressing data quality and governance challenges that delay strategic initiatives and decision-making
Designed as a practitioner-led forum, the Roundtable fosters candid dialogue, practical insights, and valuable peer connections.
Why Attend
As firms continue to invest in data, technology, and analytics, leaders are challenged to unlock greater value while adapting to evolving business needs. This Roundtable offers an opportunity to:
- Connect with senior industry peers
- Exchange perspectives in a confidential setting
- Discuss emerging trends and shared challenges
- Gain practical insights from fellow practitioners
- Build valuable relationships across the industry
We encourage you to register early to secure your spot.
