San Francisco Learning Expedition promises unique innovation insights

Efma feature

09 July 2018

Efma’s San Francisco Learning Expedition will give financial executives a once-in-a-lifetime opportunity to immerse themselves in financial innovation.


Cocktail dinners, yoga sessions and virtual reality escape games will complement visits to some of the most successful and innovative companies operating out of Silicon Valley when a select group of financial executives heads to San Francisco for the Efma Learning Expedition in October.

The event will focus on the hot topics affecting retail financial services today, including the future of banking, the future of branches, the future of work, artificial intelligence (AI) and cybersecurity, and big data and blockchain.

Four days of discovery will begin with an introduction to the innovative world of Silicon Valley from Orange Silicon Valley CEO Georges Nahon, business development manager Julie Leclercq and computer software and hardware engineer John Eisenman. They will share an Orange-eye view of the latest Silicon Valley trends and introduce visitors to Orange Fab, the US accelerator of the European telecoms company, which provides a program to help selected Silicon Valley start-ups develop their business and strengthen their management. A deep dive into blockchain technology and its potential applications will round off the morning’s activities.

Wells Fargo’s Innovation Lab is the destination for the afternoon, as participants explore the future of banking and immerse themselves in the latest developments. A ‘Test Drive the Future’ escape game will enable guests to use holograms and test their reflexes as they dive into the world of virtual reality.

Open banking and digital currency will be the focus Day 2. Marten Nelson, founder and CMO of Token, will discuss how to succeed with Open Banking. The company provides banks and third parties with PSD2 compliance, fast data aggregation and bank direct payments driven by Smart Token technology. Coinbase will then take guests behind the scenes of a digital currency exchange, enabling them to discover more about the company’s mission to create an open financial system for the world.

On the third morning of the expedition, participants will get to see innovation at work during visits to some of San Francisco’s successful disruptors.

Olivia AI founder and CEO Cristiano Oliviera will help guests discover how the personal finance assistant uses artificial intelligence and behavioral economics to help people do more with their money. The session will include an overview of Olivia AI’s story, the market needs it addresses, the science and technology behind it, and why it is proving a hit with financial institutions.

At Plug and Play, the focus will be on open innovation and how the company’s innovation platform, brings together the best startups and the world’s largest corporations. Visitors will be able to meet an elite ecosystem of entrepreneurs fostered by Plug and Play at a session of speed meetings.

SME banking will come under the spotlight when SizeUp CEO Anatalio Ubalde shares his insights on new customer demands and digital expectations for small business banking, including big data for small businesses, and SME customer acquisition, retention, product marketing and engagement. SizeUp provides business intelligence and market research to companies to help them making smarter decisions through data. It is licensed by banks as a value-added service differentiator to help their business customers succeed and grow.

On the final day of the Learning Expedition, delegates will have a unique opportunity to take part in two workshops at IBM. At the Branch of the Future workshop, Danny Tang, customer care and insight framework leader and worldwide banking channels leader at IBM, will help visitors explore how retail banks should react to declining branch traffic and increased mobile and digital adoption among customers. He will discuss questions such as the role of branches in the future, how banks should design he different roles of employees in branches, and what makes a branch transformation project succeed or fail, with in-depth analysis and real-world case studies. This will be followed by a Blockchain workshop, where Gary Seybold, director of global offering management – blockchain solutions at IBM, will introduce participants to blockchain and discuss IBM’s activities in this space.

The Efma San Francisco Learning Expedition takes place from 2-5 October 2018. This unique, intimate and exclusive event is reserved for a maximum of 25 executives, so don’t miss out – reserve your place today.

Keywords : Innovation , Fintech

Geography : USA