The digitization of financial services has transformed the way investors access and oversee their investments. One major impact of digitization has been the rise of online platforms and BI tools, which allow investors to manage their portfolios, perform research, test models, and execute trades from anywhere with an internet connection.

During the webinar, our panel of experts will discuss how the industry has adapted to changing technologies and market trends, and the impact that digitization has had on business models and customer experience. Discussion topics will include:

Markit Digital's journey through digitization over the past 30 years and where the financial services industry is headed
How S&P Global Market Intelligence has adapted to the changing digital needs of clients and their approach going forward
ChartIQ's response to the growing demand for personalized and accessible digital solutions

Moderator

S&P Global Contributor

Thomas Mason Senior Research Analyst, S&P Global Market Intelligence

Tom Mason is a senior research analyst focused on the U.S. fintech sector, producing data-driven reports and forecasts on the digital transformation of financial services. Prior to covering fintech, he wrote research on the incumbent financial services industry.

Speakers

S&P Global Contributor

Hannah Kattermann Head of Strategy and Growth, Markit Digital, S&P Global Market Intelligence

The daughter of small business owners who taught her the power of investing, Hannah joined Markit Digital in 2020 to serve the individual investor. Hannah combines her passion for financial empowerment and strategy to drive growth opportunities at Markit Digital. Before joining the team in 2020, Hannah spent nearly a decade in the institutional investor space. She has worked across the capital markets ecosystem, including roles as a Limited Partner, a General Partner,an Investment Banker. Full Bio

S&P Global Contributor

Teddy Kahn Head of Analytical Platforms & Solutions, S&P Global Market Intelligence

Teddy Kahn is Head of Analytical Platforms & Solutions, S&P Global Market Intelligence. In this role, he is responsible for product strategy and market development for our analytical platforms include Marketplace Workbench, Data Lake and Portfolio Analytics. Teddy also looks after the commercialization of S&P’s leading AI/Machine learning solutions powered by Kensho. Prior to this role, Teddy managed our suite of fundamental data offerings within the Data Management Solutions business, while also leading all new business development for that segment. Full Bio

S&P Global Contributor

Eugene Sorenson Head of ChartIQ, S&P Global Market Intelligence

Eugene is a specialist in financial information visualization with twenty-five years of experience in product management and UX design. Eugene joined S&P Global via the acquisition of ChartIQ in January 2023. He leads the ChartIQ business unit within S&P Market Intelligence developing graphic solutions for use in both internal and external applications that require rich interactive visual analytics. Full Bio

Alex, please download the S&P Networking App

The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :

Advance access to the attendee list
Live agenda updates and networking activities
Immediate access to speaker presentations
Essesntial, real-time event details and notifications
Upload a profile photo, set up a meeting, amd more

* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link