March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Phil leads EY’s Asset and Wealth Management Data and Analytics practice. He has over eighteen years of experience within data strategy, data management, advanced analytics, and enterprise reporting initiatives. In addition to the Data and Analytics role, Phil is the Global Lead for Asset Management product development. Phil has advised investment banks, asset managers and wealth managers on a breadth of technology, analytics and business transformation engagements. Relevant experience incudes: ► Marketing / Distribution AI - Led the design and custom development of an AI (NLP /ML) solution to accelerate the development, review, and distribution of marketing material (proposals, fact sheets, commentary pieces). As a result of the implementation, enhanced the customization of content, while reducing time to market by as much as 90%. ► Client 360- leveraged graph technology as well as cloud-based architecture to develop single client data models for both retail and institutional clients. ► Next Best Action / Next Best Offer- developed and integrated NBA/NBO across a number of use cases, driving both advisory productivity, as well as recommendations around advice. Models were integrated into leading CRM tools for actioning. ► Sales and Trading Analytics - Led the design and implementation of Sales and Trading analysis for a major alternative investment complex. As part of the process developed the technology architecture, identified the software / reporting packages and developed the analytics and reporting suites. Leveraged advanced analytics to rapidly prototype front office analysis leading to an increase in subscriptions in investment complexes as well as track advisor performance. ► Sustainability / ESG – Led the design and implementation of a cloud based ESG reporting and analytics solution. The solution used cloud native data integration components to accelerate the sourcing and delivery of critical data to support ESG analytics / reporting
Check out the incredible speaker line-up to see who will be joining Phillip.
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