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Breaking Barriers in Finance: B-TRNSFRMD & Creatio at CDAO 2025

Blog

February 24, 2025

Banking & Finance

Creatio

Breaking Barriers in Finance: B-TRNSFRMD & Creatio at CDAO 2025

The financial services landscape is evolving faster than ever, driven by the powerful forces of artificial intelligence, automation, and data analytics. As institutions navigate this digital revolution, one event stands out as the epicenter of transformation—CDAO Financial Services 2025.

The 12th Annual Chief Data & Analytics Officer (CDAO) Financial Services Conference, taking place in New York City from February 26–27, will bring together financial institutions, technological innovators, and thought leaders to exchange views concerning the future of financial services, banks, and insurance. Redefining risk and compliance management, employing AI-powered automation, and leveraging data-driven solutions will be the primary topics of this premier event.

And at the heart of this transformation, B-TRNSFRMD & Creatio are proud Silver Sponsors, bringing groundbreaking insights and cutting-edge solutions to the exhibit floor.

CDAO 2025: Where Innovation, AI & Finance Converge

The financial sector is at a pivotal moment. Consumer expectations are shifting, regulatory landscapes are tightening, and competition is intensifying. Traditional models no longer suffice—banks, financial services, and insurance customer service providers must embrace AI-driven innovation to remain relevant and resilient.

CDAO Financial Services 2025 is the definitive event for professionals looking to capitalize on these changes. Here’s why it’s unmissable:

✔ Expert-Led Discussions: Gain insights from top CDOs, CIOs, and AI experts shaping the future of financial data strategies.
✔ Regulatory & Compliance Focus: Stay ahead of evolving compliance demands with expert panels on governance, security, and AI ethics.
✔ Hands-On AI & Automation Experiences: Explore real-world applications of AI in fraud detection, omnichannel banking cx, and personalized financial services.
✔ Unparalleled Networking Opportunities: Connect with decision-makers from leading banks, financial services, and insurance disruptors.

With over 200 industry leaders expected to attend and 50+ speakers delivering cutting-edge insights, CDAO Financial Services 2025 is the ultimate platform for financial institutions aiming to accelerate digital transformation.

B-TRNSFRMD & Creatio: Pioneering the Future of Financial Services

As Silver Sponsors, B-TRNSFRMD & Creatio are setting the stage for the next evolution in financial services, banks, and insurance customer service. Our joint expertise in AI-powered automation, no-code platforms, and data-driven decision-making is empowering institutions to revolutionize customer experiences, streamline operations, and enhance regulatory compliance.

At our exhibit, we’ll showcase how AI, automation, and no-code solutions are transforming:

✔ Financial Services Customer Experience: Elevate personalization, engagement, and satisfaction with AI-driven insights and seamless workflows.
✔ Risk & Compliance Management: Leverage intelligent automation to simplify regulatory adherence and mitigate risks in real-time.
✔ Omnichannel Banking: Unify digital and physical banking cx experiences with AI-driven workflows that anticipate customer needs.

AI, data, and automation are not just trends—they’re the cornerstones of modern financial services. We’re here to help institutions harness these technologies effectively, ensuring a competitive edge in an increasingly complex industry.

Meet Us at Our Exhibit – The Future of Finance Awaits

Are you ready to explore the next generation of financial services, banks, and insurance customer service? Meet us at our exhibit during CDAO Financial Services 2025 for a hands-on experience with AI-driven automation and data intelligence. Engage with our experts, witness live demonstrations, and discover how B-TRNSFRMD & Creatio are revolutionizing the industry.

Let’s shape the future of financial services—together.

Read our previous blog – AI & Automation: The Game-Changer for Credit Union Success – to learn how cutting-edge technology is revolutionizing operations, boosting efficiency, and enhancing member experiences in the financial sector.

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Gans Subramanian

Managing Partner

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