BANK + FINTECH
12-13 April 2018 - New York

About B+F meet up

Learn from Citigroup and other banks how to collaborate with fintech and include new solutions in the business lines.

Connect with thought leaders, regulator, fintech and peers to partner on innovation and provide a global and unique customer experience that no one else will provide.

Innovate through API, open banking and partnership.

Speakers Download Brochure

Thought leadership talks about reinventing retail banking in collaboration Bank+Fintech: fellows, visionaries, banker peers, experts, fintech will interact and build together new thinking about future of business models, customer relationships, new real time day in a life and omnichannel customer journeys.

Bank+Fintech will provide break through ideas and connections to partner and implement the new opportunities that digital, open banking and cutting edge technologies (AI, ML, blockchain…) can practically bring you to get to the next helm.

Vincent Bastid

CEO of Efma


As CEO of Efma, Vincent Bastid is responsible for leading the organisation and setting its strategic direction, to maximise the benefits for its 3,300 retail financial services members, the largest retail banking network in the world. He joined the business in 2015, bringing a huge amount of industry high tech and finance industry experience. Immediately prior to joining Efma, he was Head of Benchmark and Prospective for the retail banking distribution at BNP Paribas, where he identified new revenue streams and service models based on cutting edge technologies. Vincent also spent more than 20 years at American high tech companies: ten years at Microsoft, leading marketing in education, finance, retail and services industries in France; three years at Apple Europe; and ten years at Texas Instruments, where he was in charge of the worldwide strategy for consumer products. Vincent graduated from business school and gives lectures (HEC). He has also written a number of mathematics and programming books for students.

William Borghetti

Co-founder & CEO of ApiO


Andrew Boyajian

Head of Banking, North America of TransferWise


Marianne Crowe

Vice President of Payment Strategies of Federal Reserve Bank of Boston


Marianne Crowe is Vice President of Payment Strategies at the Federal Reserve Bank of Boston. Her primary responsibilities include overseeing industry analysis and applied research on digital and mobile retail payments, standards and security initiatives. She leads the Mobile Payments Industry Workgroup, representing mobile payment stakeholders focused on eliminating barriers to successful adoption of mobile and digital retail payments in the U.S. She is also a payments liaison supporting the Federal Reserve’s Secure Payments Taskforce, and a member of the Boston Fed’s Management Council.

Prior Fed responsibilities include Vice President and Payments Liaison for the Consumer Payments Research Center, Vice President of Retail Business Development and Emerging Payments, and Assistant Vice President for Check Image Services and Check Operations. Before joining the Fed in 2001, Marianne held project and operations management positions in MIS, IT and Check Operations at Bank of Boston.
Marianne has an MBA from Babson College and a BA from Regis College.

Atish Davda

Founder, CEO of EquityZen


Atish is the CEO of EquityZen. He has personally felt the pains of administering equity compensation at private companies, as both manager and employee. He studied an unmet opportunity by matching cash-poor, equity-rich shareholders like himself, with investors who have cash and want equity. In early 2013, he co-founded EquityZen with friends Shri and Phil to help companies capitalize on this reality.

Atish began his career as an equity investor at AQR Capital, a multi-strategy quantitative hedge fund, where he put into practice his Finance and Computer Engineering training from Penn’s Wharton School of Business. Prior to EquityZen, Atish was VP Product at Ampush, a big-data advertising technology firm. He launched SF-based Ampush’s New York office as first engineer of what is now a 100+ employee firm, and successfully procured the coveted Facebook Preferred Marketing Developer (PMD) membership.

Raymond Davis

Chairman Emeritus of Umpqua Bank/Pivotus Ventures


Raymond P. Davis President & Chief Executive Officer Umpqua Holdings Corporation, Portland, Oregon Ray Davis, President and CEO of Umpqua Holdings Corporation, is at the forefront of change in the financial industry. He is leading the charge with innovative delivery systems and pushing the Oregon-based financial services company into uncharted waters by embracing technology and adding a successful brokerage subsidiary to its mix of offerings.

Umpqua Holdings Corporation is the parent company of Umpqua Bank and the full-service brokerage firm Strand, Atkinson, Williams &York. Davis joined South Umpqua Bank in 1994 and launched an aggressive expansion and cutting-edge retail-banking strategy. Umpqua Bank quickly climbed from third to first in its home market and has rapidly expanded to 127 banking locations between Sacramento, Calif. and Bellevue, Wash., along the Oregon and Northern California Coast and in Central Oregon. In 1998 Davis took the company public on the NASDAQ exchange and created a financial services holding company, Umpqua Holdings Corporation. In 1999, the holding company acquired Oregon’s second-largest full-service investment firm, Strand, Atkinson, Williams & York, to enhance Umpqua’s range of product offerings. Under Davis’ leadership, Umpqua Bank has grown from $140 million in assets in 1994 to more than $7 billion today. His innovative strategy has driven the company’s strong organic growth and supported eleven successful bank mergers. National publications including the Wall Street Journal, the New York Times, Fast Company, Business Week, Business 2.0 and Newsweek have acknowledged the bank’s strategy and growth.

In addition, numerous industry and statewide publications have highlighted Umpqua Bank’s many successes under Davis’ tenure. He was recently recognized as one of high finance’s 25 most influential people by U.S. Banker Magazine. Davis firmly believes that he is in the retail business and often staffs his new banks with former retail workers trained in customer service and cross-selling. “What I sell are financial products and services, and I’d better be good at it,” says Davis. He reinvented Umpqua Bank’s image, building avant-garde mini-banks that are more “bank store” than branch, featuring merchandising, eye-catching displays, and a computer café. Before joining Umpqua Bank, Davis served as president of the U.S. Banking Alliance, headquartered in Atlanta. In that position, he provided support and expertise to about 500 community banks nationwide, helping them to compete against the Goliaths of the industry.

Jim Marous

Owner and Publisher of Digital Banking Report, Co-Publisher of The Financial Brand


Named as one of the most influential people in banking and a top 5 Fintech influencer to follow, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and publisher of the Digital Banking Report.

Marous advises on innovation, portfolio growth, customer experience, marketing strategies, channel shift, payments and digital transformation within the financial services industry. As a sought after industry speaker, author and recognized authority on disruption in the financial services industry, Marous has been featured by CNBC and CNN, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker, Accenture and the Irish Tech News and has spoken to audiences worldwide.

Jim has also advised the White House on banking policy and is a regular contributor and guest host for the Breaking Banks broadcast hosted by Brett King.

He can be followed on Twitter and LinkedIn.

Ben Morales

CEO of QCash


Tommy Nicholas

CEO of Alloy


Tommy is the CEO and co-founder of Alloy which builds the best compliance software for technology enabled banks and fintech companies. Alloy helps financial institutions transition the traditional manual processes involved with customer onboarding and makes them data-driven and automated.

This gives customers better experiences by reducing the time and effort it takes to get new bank accounts and loans while reducing back office costs and regulatory risks for the FI. Alloy has raised $4m in venture capital from some of the top seed funds in New York City (Primary Ventures, Eniac Ventures, Techstars, Partnership for NYC).

Before starting Alloy, Tommy attended the University of Virginia and worked as a product lead and software engineer. He worked on everything from AR experiences for large museums to consumer facing websites.

Yolande Piazza

Chief Executive Officer of Citi Fintech


Efma’s Chairwoman, Yolande Piazza is the CEO of Citi FinTech, a unit in Citi’s Global Consumer Bank charged with delivering a radically simple, connected customer experience on mobile. Through co-creation with customers, an agile operating model and next generation technology, Citi FinTech is transforming how Citi designs, builds, creates, and delivers mobile features and capabilities for millions of customers. Yolande is a member of the Global Consumer Bank Management Committee.
In 2016, Citi FinTech introduced a new set of features for U.S. Retail Bank clients, making Citi the first global bank to integrate banking, money movement and wealth management on mobile.

A nearly thirty-year veteran of Citi, Yolande has held several key technology leadership roles, most recently Chief Operating Officer (COO) of Citi FinTech. As COO, she was responsible for the day-to-day operations of Citi FinTech and leading Citi’s Consumer Innovation Labs. Prior to Citi FinTech, Yolande served as Chief Administrative Officer for Global Consumer Banking Operations & Technology for seven years, providing value-added services and benefits to internal clients, as well as developing, implementing and managing a number of transformation initiatives to improve results and cost efficiency. She has held several senior roles, including SVP of Online Applications & Services for Diners Club International and CIO of Student Loans Corporation.
In 2014, Yolande founded the “Future Women in IT” program, which aims to inspire middle and high school girls to pursue careers in technology and reduce the misconception that “I.T. Is not for me”. The program has reached more than 20,000 girls across the United States since inception.

In 2017, she joined the UN Women Global Innovation Coalition for Change (GICC), a dynamic partnership between UN Women and key representatives from the private sector, academia and nonprofit institutions focused on developing the innovation market to work better for women and to accelerate the achievement of gender equality and women’s empowerment.
Yolande co-led the Citi Operations & Technology Women’s Council and has been recognized for her achievements as part of the 2014 YWCA-NYC Academy of Women Leaders and as an honoree for United Way of Northeast Florida’s Women in Local Leadership (WILL) Up Close & Personal Program. In 2017, she was featured on American Banker’s “Women to Watch” list and Bank Innovation’s Most Innovative CEOs in Banking.

Kazuya Sakakibara

Executive Officer, Payment Business and Product Development unit of Jibun Bank


Joined Jibun Bank Corporation in 2011 from other internet only bank in Japan with an experience of financial business using internet channel. Elected as “50 promising young leaders in the Asia Pacific and Gulf regions” at the Asian Banker summit 2008 Chartered Member of the Securities Analysts Association of Japan.

Chris Skinner

Non-Executive Director of 11:FS


Chris Skinner is best known as an independent commentator on the financial markets through the Finanser (www.thefinanser.com) and Chair of the European networking forum the Financial Services Club, which he founded in 2004. The Financial Services Club is a network for financial professionals, and focuses on the future of financial services through the delivery of research, analysis, commentary and debate and has regular meetings in London, Edinburgh, Dublin and Vienna. He is the author of nine books covering everything from European regulations in banking through the credit crisis to the future of banking. He is also Chief Executive of Balatro Ltd, a research company, and a co-founder of the website Shaping Tomorrow, as well as a regular commentator on BBC News, Sky News and Bloomberg about banking issues. He is a Judge on many awards programs including the Card Awards and the Asian Banker’s Retail Excellence Awards, as well as having worked closely with leading banks such as HSBC, the Royal Bank of Scotland, Citibank and Société Générale and the World Economic Forum. More can be discovered about Chris Skinner here: http://thefinanser.co.uk/fsclub/chris-skinner/

Peter Soraparu

Senior Advisor at Efma and Retired Senior Executive Vice President American Trust & Savings Bank


Peter A. Soraparu is the Senior Advisor – USA for Efma, and the recently retired Senior Executive Vice President and Head of the Relationship Banking Group at American Trust & Savings Bank in Dubuque, Iowa. Pete brings more than 40 years of banking and communications management experience to Efma.

While at American Trust, he was responsible for developing the bank’s retail, digital and commercial banking strategies and for its retail banking, mortgage lending, consumer lending, Dubuque commercial lending and brokerage services departments.

He was a member of the bank’s Managing, Asset Liability, Compliance and Enterprise Risk Management committees.

Prior to joining American Trust in August, 2007, Pete was the founder and president of PAES Enterprises Ltd., directing domestic and international retail banking, payments and training consulting engagements. He has spoken on a wide range of retail banking issues at numerous global events.

He is also a past retail banking executive at Bank Administration Institute (BAI), Glenview (IL) State Bank and The First National Bank of Chicago.

Pete is a member of the Mobile Payments Industry Workgroup of the Federal Reserve Banks of Boston and Atlanta. He is a graduate of Loyola University Chicago and Pacific Coast Banking School.

Purva Sule

Director, Senior Relationship Manager of Bank of Montreal Financial Group


Bill Sullivan

Head of Global Financial Services Market Intelligence, Senior Director of Capgemini Financial Services


Bill Sullivan is the Global Head of Capgemini’s Financial Services Market Intelligence Group. He is responsible for Capgemini’s global portfolio of financial services thought leadership and oversees a team of strategy consultants and sector analysts who bring together a wide range of strategic research and analysis capabilities to help Capgemini’s financial services clients across the globe to address complex, strategic issues.

He has over 15 years of strategy and transformation consulting experience in the Financial Services sector having both worked and lived in the U.S., Europe, and Asia. Over the past two decades, Bill has overseen the development of some of the industry’s most recognized and leading thought leadership, including the World Wealth Report, Asia-Pacific Wealth Report, World Retail Banking Report, and World Insurance Report. He was recently named to Financial Brand’s “FinServ25: Most Influential Voices in Banking” and serves on the panel of judges for the “PWM/The Banker Global Private Banking Awards.” Before running the Market Intelligence team in India and the U.S, Bill held a variety of global roles including overseeing Capgemini’s Global Wealth Management Center of Excellence, leading Capgemini’s Global Financial Services Lab in Paris, France, and managing the Americas’ Strategic Research Group based in Cambridge, Massachusetts.

Bill was born in Boston, Massachusetts and graduated with a degree in Economics and Psychology from Tufts University in Medford, Massachusetts. He currently resides in Virginia with his wife and two daughters after living and working in Hyderabad, India from 2009 through 2012. You can follow Bill on Twitter (@WFSullivan3) and LinkedIn.

Agenda

How today’s banking environment has been influenced by the quickening pace of evolution among financial technology companies, and how banking platforms have responded to the challenges and opportunities that Fintech evolution has provided.
Jim Marous Owner and Publisher of Digital Banking Report, Co-Publisher The Financial Brand - USA
Demonstrating how banks can directly shape their own futures by helping their customers achieve success in theirs.
Raymond Davis Chairman Emeritus Umpqua Bank/Pivotus Ventures - USA
Providing a unique perspective on the state of the Fintech industry, how its interaction with banking incumbents has developed to this point, and how it will continue to evolve over the coming years.
Bill Sullivan Head of Global Financial Services Market Intelligence, Senior Director Capgemini Financial Services - USA
How Citibank has forged its path in integrating its Fintech efforts with collaborative approaches with multiple layers of players in the Fintech space.
Yolande Piazza Chief Executive Officer Citi Fintech - USA
How BMO Partners vets its potential Fintech partners and proceeds through proof of concept toward investment and management of that investment.
Purva Sule Director, Senior Relationship Manager Bank of Montreal Financial Group - USA
Delivering lower-cost short-term borrowing options for consumers.
Ben Morales CEO QCash - USA
Levering bank branch network and telco expertise to offer new premium mobile experience and gain market share
Kazuya Sakakibara Executive Officer, Payment Business and Product Development unit Jibun Bank - Japan
The push toward Open Banking and Open APIs is interesting at the regulatory level, especially as it relates to data sharing with trusted third parties; a potential drag, though, is consumer lack of trust.
Chris Skinner Non-Executive Director 11:FS - UK
A question raised by technological advances in financial services and evolving customer preferences is whether it would be appropriate for the OCC to consider granting a special purpose national bank charter to a financial technology company. This session will examine those opportunities and challenges facing both banking and technology incumbents and new entrants. OCC : The opportunities of a potential Fintech charter
How the Mobile Payments Industry Workgroup (MPIW) facilitates interaction between and among banks and other financial services providers, merchants and Fintech companies.
Marianne Crowe Vice President of Payment Strategies Federal Reserve Bank of Boston - USA
Several start-up and early stage Fintech companies gather to discuss their challenges, opportunities and successes in determining market needs, approaching and partnering with financial services providers to deliver their solutions.
Atish Davda Founder,CEO EquityZen-USA

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Frequently Asked Question

It brings together bank, fintech and regulator perspectives to meet up and share views on how to successfully collaborate.

Envision the future of banking in an intimate event that gathers thought leaders from the whole ecosystem.
-Find out how key players are already establishing win-win partnerships between bank and Fintech.
-Learn how to implement a frictionless fintegration in your bank and build the right processes.
-Meet peers in leading banks, great fintech and the regulator to figure out how to create more value for the Customer.
-Network with peers and fintech.
-Get an exclusive preview of the brand new FintechVisor portal dedicated to the industry.
-Receive the latest Banking Digital Report from Jim Marous as well as Chris Skinner’s latest book. (free of charge)
US and international senior level bankers and fintech executives.

Reserve your seat now for this high-level meeting with all the parties of the Bank+Fintech ecosystem!

From 600 $
Registration fee

  • Top level bankers
  • Innovative Fintechs
  • Regulator’s perspective
  • Case studies on Fintegration

Venue info

Address: Millennium Hilton New York One UN Plaza 1 United Nations Plaza, New York

Contact: Jezabel Chave

Mail: jezabel@efma.com