Insights as a Service – Elevate Customer and Employee Experience Join us for an Exclusive In-Person Breakfast Event in Mumbai!

December 7, 2023 | Sofitel, BKC, Mumbai

Are you ready to revolutionize your data-driven decision-making process? We invite you to an exclusive in-person event dedicated to Client, Advisor, and Distributor Analytics, powered by Tableau and USEReady.

Our distinguished guest speaker, representing one of the world’s leading financial institutions, Citibank, will share insights on their journey to harness the power of embedded analytics. You won’t want to miss this unique opportunity to learn from a true industry leader.

Who Should Attend

This event caters to leaders shaping their organizations’ future through data-driven decision-making. Our audience spans diverse domains and sectors with Heads of Customer Experience, Product Owners, Business and IT Heads in areas like Wealth Management, Retail, Corporate Banking, Real Estate, Healthcare and more. If you’re a GM, VP, or Head focused on leveraging data for enhancing customer or partner experience, this event is tailored just for you

Event Highlights

  • Interactive Workshops: Gain hands-on experience with Tableau and USEReady experts and learn how to embed analytics into your daily operations.
  • Citi Bank Case Study: How Tableau facilitates seamless integration with platforms like Salesforce and HTML portal, offering benefits such as generative AI and advanced analytics, empowering end users, including relationship managers, to collaboratively build dashboards with support from USEReady and initiate opportunities directly within Tableau integrated with Salesforce.
  • Networking Opportunities: Connect with peers and industry experts in the field, expanding your professional network.
  • Cutting-Edge Insights: Discover the latest trends and best practices in analytics that can transform your organization.
  • Q&A Sessions: Get your burning questions answered by experts in real-time.

Why Attend

In the dynamic world of finance, staying ahead is essential. Embedded analytics can be the game-changer for your organization, allowing you to make data-driven decisions quickly and effectively. By attending this event, you will:

By attending this event, you will:

  • Stay Ahead of the Curve: Get insights into the latest trends and technologies to elevate customer and employee experience.
  • Boost Productivity: Learn how analytics can streamline your operations and make your team more productive.
  • Enhance Customer Experience: Discover how embedded analytics can lead to a better understanding of your clients and their needs, ultimately improving the customer experience.
  • Network with the Best: Connect with industry experts and your peers, opening doors to potential collaborations and business opportunities.
Time Agenda Speakers
8:45 – 9:45 Breakfast
9.45 – 9.50 Introduction & Welcome Romil Agarwal,
Regional Vice President, Tableau India
9.50 – 10.05 Insights as a Service

  • Exploring the concept of “Insights as a Service”
  • Significance and impact on modern business strategies
Rashmi Toshniwal,
Distinguished Solution Specialist – Financial Services, Tableau
10.05 – 10.35 Fireside Chat Sankar Patnaik,
Global Head of Commercial Data and Analytical Platform, CITI
Uday Hegde,
CEO, Useready
10.35 – 10.50 Improve customer engagement CE and customer experience CX leveraging insights as a service Uday Hegde,
CEO, Useready
10.50 – 11.00 Closing Remarks Romil Agarwal,
Regional Vice President, Tableau India
11.00 – 11.30 Networking / Feedback / Demo Sessions

Don’t Miss Out

Seize this opportunity to transform the way you do business. Reserve your spot for this exclusive in-person event now, and unlock the power of embedded analytics with Tableau and USEReady.

Speaker Details

Sankar Patnaik

Sankar Patnaik

Global Head of Citi Commercial Bank Data and Analytical Platform, Citi bank

Uday Hegde

Uday Hegde

Co-Founder and CEO, USEReady

Rashmi Toshniwal

Rashmi Toshniwal

Distinguished Solution Specialist - Financial Services, Tableau

Romil Agarwal

Romil Agarwal

Regional Vice President, Tableau India

Insights as a Service – Elevate Customer and Employee Experience <span>Join us for an Exclusive In-Person Breakfast Event in Mumbai!</span>