CDAO Financial Services 2026: Drive financial innovation with 50+ speakers, 250+ leaders in data, analytics, AI.
CDAO Financial Services 2026 unites America's top data and analytics leaders from the financial sector, including CDOs, CAOs, and Directors. This premier event explores strategies for data-driven decision-making, AI implementation, risk management, regulatory compliance, and data ethics. Co-located with CDAO Insurance, it offers a transformative experience to fuel business growth, foster connections, and future-proof financial services. Learn more at CDAO Financial Services website
CDAO Financial Services 2026 gathers 250+ top data and analytics leaders from the financial sector, co-located with CDAO Insurance, for two days of deep learning.
The event attracts senior data and analytics leaders, including CDOs, CAOs, and CIOs, with direct influence over data strategy and AI investments.
Attendees gain actionable insights, align data strategies with business objectives, and foster connections to drive growth, innovation, and compliance.
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
CDAO Financial Services is designed for senior data and analytics leaders across the financial sector. This includes Chief Data Officers (CDOs), Chief Analytics Officers (CAOs), CIOs, Directors, and Managers specializing in data strategy, analytics, risk management, AI, data governance, compliance, and automation. If you're looking to connect with top professionals, gain actionable insights, and align your data strategies with business objectives to drive growth and innovation, this event is for you. It's an ideal platform for those shaping the future of financial services through data excellence.
Absolutely. Returning for its thirteenth year, CDAO Financial Services is the premier event for America's top data and analytics leaders in finance. With 50+ expert speakers and 250+ attendees, you'll gain transformative insights into leveraging data-driven decision-making, AI implementation, risk management, and regulatory compliance. The event is co-located with CDAO Insurance, offering a unique opportunity for deep learning and networking across multiple facets of data, analytics, and AI. It's a critical opportunity to future-proof your business and foster connections with influential decision-makers.
CDAO Financial Services covers key themes essential for driving financial innovation. Topics include Data-Driven Decision Making & Analytics, focusing on forecasting and risk management. Attendees will explore AI in Fraud Detection & Prevention, utilizing machine learning for real-time security. Discussions also delve into Data Governance & Regulatory Compliance, ensuring data privacy and quality, and the Ethics of AI in Financial Services, balancing innovation with ethical deployment. Additionally, the event addresses Scalable Data Architecture & Infrastructure and AI Implementation & Trust in Finance, providing a comprehensive view of the evolving data landscape.
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.
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.
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.'
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Book more qualified meetings. Spend less time on spreadsheets.
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.
