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Analyst Series
Digital Transformation

Analyst Series: Financial Services

Oct 27, 2021
2:00 PM - 3:00 PM EST
  • Speaker Jerry Silva Vice President of Financial Insights

  • Speaker Kody O’Connell Developer Experience, Product Marketing

    Progressive Delivery & Experimentation by Optimizely

  • Speaker Nick Sours Strategic Account Executive

    Designing The Enterprise For Exponential Growth Utilizing Low Code Automation.

  • Speaker Daniel Klemz Systems Engineering

    Backups as a Cybersecurity Service

Analyst Series: Financial Services

Wednesday, October 27 | 2:00 PM ET


This event features market analysis from our strategic research partner, IDC, the global leader in market research and analysis. Following the event you’ll be granted access to its highly-valued research package. IDC's CIO Recovery Guides empower IT executives with the strategies needed to optimize IT’s contributions to business success in a post-COVID-19 world.

Speaker: Jerry Silva, Vice President for IDC Financial Insights

Jerry Silva is Vice President for IDC Financial Insights responsible for the global retail banking practice. Jerry's research focuses on technology trends and customer expectations and behaviors in retail banking worldwide. Jerry draws upon over 35 years experience in the financial services industry to cover a variety of topics, from the back office, to customer channels, to governance in the technology shops at financial institutions. His work for both institutions and vendors gives Jerry a broad perspective in technology strategies.

Previously, Jerry ran his own technology consulting company, PG Silva Consulting, assisting both vendors and institutions with the development, marketing, acquisition and deployment of technology solutions in financial services. Prior to that, Jerry was responsible for product strategy at S1 Enterprise in Atlanta, creating solutions for consumer and small business online banking, mobile banking, and payments. Jerry was also research director at Boston-based TowerGroup, where he helped create and grow a successful retail banking research practice. His banking background includes 16 years of direct experience running technology shops and transformational projects for First Chicago, BayBank, and BankBoston.


  • BA in Production & Operations Management from Boston University
  • Sought after for commentary in publications including the Wall Street Journal, The Economist, the New York Times, American Banker, and others.
  • Chaired the Financial Services Technology Forum and the Identity Theft and Fraud Symposium.
  • Featured speaker at industry conferences such as the BAI Retail Delivery Show.

Certified sommelier, Rachel DeAmbrose

From the team honored with the 2016 James Beard best wine program, award, will lead the tasting with wines hand-selected for the event. Rachel attended the International Culinary Center’s, Intensive Sommelier Training, and achieved Certified Sommelier through the Court of Master Sommeliers. She was first woman and youngest sommelier in world famous, Bern’s Steak House, known for its James Beard award winning wine cellar of rare and extremely sought after vintages.

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