Live-Webinar

From Governance Principles to Reality

How Lombard Odier IM built a framework for high-risk reporting in Financial Services

 

February 26, 2025

02:00 p.m. CET | 01:00 p.m. GMT

Governance doesn’t have to remain an abstract concept or a never-ending journey. In this webinar, discover how Lombard Odier Investment Managers turned governance principles into a tangible, scalable framework tailored for high-risk reporting in Alteryx Server. By deconstructing governance into actionable steps, this approach bridges the gap between theory and implementation, empowering business users while ensuring IT’s stringent requirements are met.

This framework addresses key challenges such as data quality, process ownership, automated migration, and segregation of duties. Designed with high-risk reporting in mind, it provides a structured, governance-driven solution that delivers immediate impact while establishing a foundation for sustainable, compliant workflows.

Key takeaways:

  • How to transform governance principles into a practical framework for high-risk reporting.
  • A step-by-step approach to improving data quality, automating processes, and ensuring compliance.
  • How to align business user needs with IT requirements for reliable, scalable workflows in Alteryx Server.

Join us to learn how pragmatic governance can redefine your approach to high-risk reporting.

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Meet Our Speakers

Minh Nguyen

Business Intelligence Analyst, Lombard Odier Asset Management

Lacey Miller

Manager Analytics Governance & Infrastructure, Alteryx

 
About the Customer

Lombard Odier Investment Managers (LOIM) is the institutional asset management business of the Lombard Odier Group. The firm provides a range of investment solutions to a diverse group of long-term oriented clients. With 209 investment professionals, LOIM operates as a global business with a network of 13 offices across Europe, Asia, and North America, managing assets worth CHF 64 billion.

 

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