Connect with financial data leaders to shape the future of data-driven decision-making and AI in financial services.
Join 250+ senior data and analytics leaders in NYC for two days of insights. Over 50 speakers share strategies on data-driven decisions, AI in fraud, governance, and AI ethics. Co-located with CDAO Insurance, you'll gain a big picture view to future-proof your business. Learn more at CDAO Financial Services website
Connect with 250+ senior data and analytics leaders. Engage with 50+ expert speakers. This is the thirteenth year for this key financial event.
Meet CDOs, CAOs, CIOs, and Directors who shape data strategy, analytics, and AI initiatives across the financial services industry.
Leave with practical strategies to align data with business goals, manage risk, and leverage advanced analytics for growth. Future-proof your financial services business.
The Challenge
Without preparation, CDAO Financial Services 2026 becomes an expensive networking trip with nothing to show.
250+ attendees. No way to filter by ICP. Finding ideal prospects means manually clicking through thousands of profiles.
30-40% of attendees register in the last 2-3 weeks. Finish reaching out to one batch, hundreds more registered. Always behind.
Without scoring and segmentation, all 250+ attendees look the same. Teams waste cycles on low-fit prospects instead of focusing on high-value targets.
Reaching prospects across email, LinkedIn, phone, and in-app manually is impossible at scale. Most teams pick one channel and miss opportunities.
Best Practices
Winning teams follow two phases: preparation and execution.
Monitor attendee lists continuously as 30-40% register in the last 2-3 weeks.
Add verified emails, LinkedIn profiles, company data, and tech stack to raw attendee names.
Score by role, title, job level, company size, revenue, location, industry. Match to target personas and ABM accounts. Focus on top 20%.
Email, LinkedIn, phone, in-app. Goal: pre-book meetings with high-value prospects.
Calendars should be 60-70% full with high-fit prospects before arriving at New York City.
Know ICP score and context for every interaction. Focus on high-value targets.
These practices work. But 30-40% of attendees register in the last 2-3 weeks. Manual execution takes 5-7 days per batch. Teams would need to repeat identification, enrichment, scoring, and outreach continuously across email, LinkedIn, phone, and in-app. Most don't have the bandwidth.
The question isn't what to do. It's how to execute continuously at scale.
Spivot automates the event workflow from attendee extraction to post-event nurture. Execute best practices without manual work.
Try for FreeStrategy becomes workflow.
Best Practice: Monitor attendee lists continuously as registrations come in.
How Spivot Helps: Connect to the event portal or upload the CSV. We identify target prospects and refresh daily as new registrations come in. Catch the 30-40% who register late without lifting a finger.
Best Practice: Transform basic attendee lists into rich prospect profiles with verified contact data.
How Spivot Helps: Connect Apollo, ZoomInfo, or any other enrichment provider. We add verified emails, LinkedIn profiles, company data, and tech stack. Full control over provider and costs.
Best Practice: Score prospects against ICP and match to target personas to prioritize outreach.
How Spivot Helps: AI scores every attendee by role, title, job level, company size, revenue, location, and industry. Match to target personas and ABM accounts automatically.
Best Practice: Sync enriched, scored prospects to existing workflow.
How Spivot Helps: One-click sync to Salesforce, HubSpot, Outreach, Salesloft, Apollo, or export to Google Sheets. Enriched, scored lists ready for outreach.
Best Practice: Start personalized outreach 3-4 weeks before the event to schedule meetings.
How Spivot Helps: Launch campaigns in Outreach, Salesloft, or Apollo. Reach prospects across email, LinkedIn, phone, and in-app automatically. Track engagement, responses, and meetings. All attributed to CDAO Financial Services 2026.
Reach every attendee automatically, even the 30-40% who register late. Land in New York City with meetings booked. Your competitors are still cleaning spreadsheets.
Your data stays secure and compliant
Event portals show 250+ attendees with infinite scroll or basic pagination. No filters for persona, company size, industry, or ICP criteria. Manually clicking through thousands of profiles to find 200 ideal prospects takes days. Plus, 30-40% of attendees register in the last 2-3 weeks, so teams need to repeat this process 2-3 times per week. Spivot extracts, enriches, scores, and filters automatically with daily updates.
Connect to the event portal or upload attendee data. Spivot automatically identifies, scores, and enriches prospects as new attendees register, with daily updates to catch late registrations.
Spivot connects to existing enrichment tools like Apollo, ZoomInfo, or others. We can also provide enrichment services if needed.
Spivot's AI uses multi-factor analysis across role, title, job level, company size, revenue, location, and industry. Match attendees to target personas and ABM accounts automatically. Built-in intelligence recognizes equivalent roles like "VP of Growth" and "Chief Revenue Officer."
Yes. Spivot is an AI agent that automates event workflows for any event where attendees are available in the event portal. The same workflow applies across all events.
HubSpot, Salesforce, Outreach, Salesloft, Apollo, Google Sheets, and CSV export. You can also use our API for custom integrations.
Yes. Spivot uses AES-256-GCM encryption, OAuth 2.0 authentication, and multi-tenant architecture with complete data isolation. We're GDPR and CCPA compliant.
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Spivot is an independent GTM automation platform. We are not affiliated with, endorsed by, or officially connected to CDAO Financial Services 2026 or any event organizers mentioned on this page.
