Data Analytics 201: Adding Value with Modeling Techniques

Wednesday, October 18, 2017

2:00 pm - 3:00 pm ET






Best Practice Guide: Analytical Models. Click here for an implementation checklist for asset managers.

What members are asking about analytical models. View Q&A from our recent webinar.


Jackie Noblett
Senior Reporter, Ignites
David Lieberman
Vice President, Product Manager, Albridge Analytics
Lyndsay Noble
Lead Analytics Consultant, DST Systems, Inc.
Greg Piaseckyj
Head of Sales, SalesPage Technologies LLC
 Deep Srivastav
Head of Client Strategies and Analytics, Franklin Templeton


Data Analytics 201: Adding Value with Modeling Techniques from NICSA


Take a deeper dive into Data Analytics and better understand what it takes to develop useful algorithms.

This webinar will cover demonstrated use cases and applications for three different data analysis approaches. Panelists will discuss different customer segmentation approaches, as well as the development of scoring models. Participants will benefit from engaging discussion surrounding the value of analytics, incremental data acquisition, and the development of simple modeling techniques that can help financial firms succeed.

Asset managers, brokerage firms, and financial services providers will hear from industry leaders about the following topics:

  • Modeling tools that can supplement current data
  • Leveraging modeling techniques in sales and marketing programs
  • Effective communication between data developers and data consumers
  • Pitfalls and obstacles in developing analytical tools

CPE Information

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar:
CPEs Earned: 1
CPE Field of Study: Specialized Knowledge and Applications
Program Level: Basic
Delivery Method: Group-Internet Based


For more information, please contact Travis Orton at 508.683.1618.

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