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How to Transform Asset-management and Banking Data into Visual Insights

AmCham Advance Learning Lab

Asset management and banking industries are about numbers: more specifically, meaning behind those numbers. Unless your bosses, clients, and team members understand what those numbers mean and why they look the way they do, they will not make the decision you want them to make, and unless they make that decision, your cannot get done what you need to get done.

Insightful data visualization lets you simply, clearly, and elegantly reveal to your audience the meaning behind your data. The problem? Flip through any presentation deck in your company, chances are while you will see a lot of data, you will see very little insight. Look at the pairs of charts below. While the data in each pair is exactly the same, which visualization makes it easy for you to see the real meaning behind the data?

The speaker for this seminar is an expert on data visualization. She trains professionals in multinational corporations how to systematically visualize data—so that they can bring out the insight that is typically buried underneath a pile of data. Using real case studies and hands-on practice, you will learn short-cuts for structuring and visualizing financial data using a step-by-step ideation process.

Seminar Agenda

1. Why data visualization is the most powerful means of influencing others
2. Six types of universal data comparisons that you can use to reveal insight
3. An eight-step process for visualizing any financial data
4. Hands-on practice using real cases
5. Q&A with the speaker


About the Speaker

Katia Santomé—an expert in data visualization and information design—has spent the last ten years helping members of the senior management in multinational asset management companies visualize complex data so that they can reveal the underlying insight simply, clearly, and elegantly.


Contact Person: Kanny Shih (02) 2718-8226 ext. 211 / [email protected]


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August 29, 2019 (Thursday)
9:00 am - 12:00 pm
 (Taiwan time, UTC+8)
NT$1,900 – NT$2,500


AmCham Taipei, Lincoln Room / 台北市美國商會 林肯廳
602, 6F, No. 129, Minsheng E. Rd, Sec 3, Taipei / 台北市民生東路三段129號6樓602室
松山區, 臺北市 Taipei City 105 Taiwan
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