Rickey Burks has over 35 years of experience in the financial services industry providing technology and business innovation leadership. He was previously the Senior Vice President, Chief Technology Officer, and Chief Innovation Officer at USAA, where he directed architecture, applied research, innovation and technical fellow community. Burks is a thought leader who has been recognized for his work and speaks widely on these topics. The presentation discusses five strategies for insurers to compete against the threat from big tech firms in customer experience: 1) minimize legacy systems, 2) gain insight across information silos, 3) use micro-services and API-based architectures, 4) tame information chaos to extract deep insight, and 5) prioritize scalability for

1. 5Competitive
StrategiestoHelp
InsurersFacethe
BigTechThreat

2. Frank Rocha, Director of Global Financial Services Strategy and
Solutions at Nuxeo, drives the go to market strategy and messaging
for financial services and works with Nuxeo technologists and
partners to develop solutions that help shape the future of digital
financial services.
Prior to joining Nuxeo, Frank spent more than 25 years in various
technology roles at USAA where he pioneered many of the
information management technology concepts in place today. He
also worked as the North American ECM Lead for Capgemini
advising Fortune 500 companies on process and content strategies
and as the Director of Global Insurance Strategy & Solutions for
EMC/Documentum.
Today’s
Speakers
Rickey Burks has over 35 years of experience in the Financial
Services industry providing technology and business innovation
leadership. He held the position of Senior Vice President, Chief
Technology Officer, and Chief Innovation Officer, responsible for all
aspects of USAA’s information technology architecture, business and
technology innovation. In his role, Burks directed the activities of
USAA’s Architecture, Applied Research, Innovation and Technical
Fellow community. Burks has also received several industry
recognitions including being one of the 2014 Computerworld Premier
100 recipients. He is a thought leader and sought-after speaker and
consultant whose expertise is valued by organizations such as the
MIT Sloan Institute, CIO council, Forbes, and InnoTech.

3. TheCustomerExperienceChallengeHowBigTechisDisruptingtheInsuranceIndustry
• BigTechhasraised thebaroncustomerexperienceacrossallindustries
• BigTechHas:
• Brand Recognition
• SuperiorCustomerExperience
• Speed of Deployment
• CustomerInsight
• What are5strategiesinsurerscanuseto compete?

4. #1
Minimizethe
BurdenofLegacy
Systems

5. #2
GetFullInsight
Across
InformationSilos

6. #3
ThinkSmall:
Micro-Services
API Based
Architectures

7. #4
TameInformation
Chaos& Extract
DeepInsight

8. #5
Prioritize
Scalabilityfor
FutureGrowth

9. TheCustomerExperienceChallengeRecap-InOrderToCompete,InsurersMust:
• Modernizetheirinformationsystems
• Connect tothewealthof informationacrosstheorganization
• Need to deliverindaysorweeksnot monthsoryears
• Need to beableto extract moreactionableinformationfromdata
• Most performand scalequickly to meet theneedsof today digital
enterprise

10. Thank
you!
FrankRocha
frocha@nuxeo.com