How Banks are Advancing Insights to Drive Better Decisions and Client Outcomes

In a complex, fast-moving, and highly regulated industry, Canada’s leading banks are continuing to evolve how insights drive decision-making. From strengthening internal capabilities to embedding insights more deeply into the business, a new focus is emerging: making research more actionable, more connected, and more impactful.
This panel brings together senior research and insights leaders from Canada’s top banks to explore how their organizations are advancing the role of insights. How are teams becoming more decision-centric? Where are investments being made in talent, tools, and ways of working? And how are insights leaders helping their organizations better understand and serve their clients?
Rather than focusing on competition, this conversation highlights a shared commitment to raising the bar for the insights function within banking. As these leaders continue to build more effective, influential teams, what does this mean for the future of insights and for the clients they ultimately serve?
Moderated by Patricia King of Dig Insights, panelists Julia Cipollone (ScotiaBank), Andrew Hui (TD Bank), Erin Cohen (CIBC), and Tamsin Jackson (RBC) will share perspectives on how the insights function is evolving, and how they are shaping its impact within one of Canada’s most important industries.

Speakers: