Wednesday begins with Antonio Paulo Conde from Citibank Brazil talking about an enterprise decision engine for originations in their retail bank.  Measuring and understanding the risk of new financial products is important and became more so as the sales teams gained more negotiation power. To address this Citibank used Blaze Advisor to build an originations [...]

After lunch I joined the Insurance track and listened to Don Light of Celent (who wrote this nice paper some time ago) and Mike Gordon of Fair Isaac. Mike started and his first slide was headlined “survival of the fittest” which seems like the right headline! There is clearly a lot on in insurance these [...]

First post in my series of posts on using EDM to thrive in a recession. Let’s start with the easy stuff - companies always look to reduce and control business costs in a recession so how can EDM help you do this?

One of the costs many businesses carry, almost without thinking, is a certain level [...]

Alan Weiss of Travelers and Brian Stucky of InScope presented on Reaping the Benefits of Rules through SOA and Business Rule Management at Travelers. Travelers is a Fortune 100 insurance carrier and Alan is part of a group focused on moving control over processing into the business. The key purpose of business rules in this [...]

Paul Armborst, someone I have known for a long time, was up after lunch talking on True Adventures in Business Rules. Paul is from Westfield Group, a top 50 insurance company based in Ohio. Back in the 1990s needed to transform their business - from a mainframe/back office company to one where agents could serve [...]