Session

Decision Intelligence in Financial Services: Turning Data into Action, Not Reports

Most financial organizations are rich in data but poor in decisions. This session explores how decision intelligence moves analytics beyond dashboards and static reports into systems that actively guide, automate, and improve decisions at scale. We’ll break down the data, analytics, and AI foundations required to operationalize decisions across customer workflows, risk and fraud—highlighting where traditional BI falls short and how modern platforms combine metrics, models, and business logic to drive measurable outcomes.

What attendees will gain

A practical understanding of what decision intelligence is — and how it differs from traditional BI and analytics

Real-world patterns for turning data, metrics, and models into automated or guided decisions

Insight into how leading financial institutions operationalize decisions across fraud, risk, and customer journeys

A framework for identifying high-impact decisions worth automating versus those that require human judgment

Actionable ideas for moving from reporting-focused analytics to outcome-driven decision systems

Deep Patel

Senior Data Engineer at Robinhood

San Francisco, California, United States

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