Innovation Summit: Artificial Intelligence

23 to 24 October 2017

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Monday 23 October 2017

Registration and welcome coffee
Opening Keynotes
Thriving in an era of digital disruption
08:45 - 09:15
JP Nicols
JP Nicols
Managing Director

- Disruption: when and where?
- Large tech players are disintermediating financial services at an increasing rate and Fintechs are just the tip of the iceberg
- The role of PSD2, APIs and other technologies in levelling the playing field
- The way for organizations to create viable options for the future: balance optimizing the existing core business while also innovating
- How are the most innovative teams managing to thrive in this digital disruption era?

AI and Machine Learning: What’s keeping the regulators up at night
09:15 - 09:45
Andres Wolberg-Stok
Citi FinTech
Global Head of Policy, Citi FinTech, Lead Relationship

- AI and Machine-Learning (ML) pose a high-stakes riddle to policymakers and regulators around the world: used well, they could power unprecedented financial inclusion and unimaginable efficiencies in financial markets. Not all scenarios are rosy, however, and many are pointing also to the potential risks.
- Behind the curtains in policy discussions around the globe: the pros and cons of attempting to regulate AI/ML
- Basic policy criteria for managing AI/ML, and what they may mean to incumbents and newcomers in the worldwide financial services industry.

In which direction is innovation tending in retail banking?
Key insights on the 9th edition of Innovation in Retail Banking (Efma/Infosys)
09:45 - 10:15
Jim Marous
The Financial Brand
Owner and Publisher of Digital Banking Report, Co-Publisher of The Financial Brand
James Buckley
Infosys Finacle
Global Head of Financial Solutions
United Kingdom
Why will cognitive science be a revolution for retail banking?
Credit Mutuel and IBM Watson put technology at the service of people
10:15 - 10:55
Jean-Philippe Desbiolles
IBM France
Vice President Cognitive Solutions IBM Watson Group
Sebastien Bertrand
Crédit Mutuel CIC
Business Project Manager – Cognitive Computing

- Watson is assisting 20000 client advisors across France, enhancing the quality of service delivered to 12 million clients in France
- The Cognitive deployment is now delivering high value service across 5000 branches to continue to strenghten customer relationships
- Main use cases
- Lessons learned and perspective on how AI is empowering the bank

Financial institutions and fintechs present collaboration cases
Machine Learning to train a sales force
11:25 - 11:55
Philippe Hamel
ZTO Technology
President & Founder
Stephane Theocharis
Allianz France
Deputy Director Training - Transformation and Marketing
Daniel Re
Vice President

- How to improve the customer relationship with machine learning?
- How does technology measure knowledge, know-how and soft-skills in training?
- The ALLIANZ Smart Mentoring solution

Case studies explained by fintechs
The Open Banking platform for deposits
11:55 - 12:10
Ermanno Ciarrocchi
Deposit Solutions
Regional Director

- Update Deposit Solutions
- Open Banking for deposits
- Case Studies

The importance of the customer journey and innovation in banking customer acquisition
12:10 - 12:25
Thomas Buemsen
Managing Director – Middle East

- Why we need to talk about the customer journey and the mobile first approach?
- Virtual advice – retain your customers with the help of a mobile app
- Rise of the bots or the deployment of artificial intelligence to customer acquisition
- Botboarding – get your own bot within weeks and start acquiring new customers

NFC Ring, a payer's best friend?
12:25 - 12:40
Chris Dean
Chief Product Officer
Nicoli Prencipe

- IoT – market in general/passive versus active
- NFC Ring – Company history
- Rio 2016 introduction of first payment ring
- New 2017 payment ring & use cases

How to leverage the mobile app
12:40 - 12:55
Rui Patraquim
Sales Director for West & Southern Europe

- Overcoming barriers of mobile banking
- Payment as an enabler of customer experience
- Seqr: how positive can be an open loop

Lunch and networking
AI: a game changer
How AI is changing the game for banks
14:25 - 14:55
David Horton
Thynk Digital
Global Head of Innovation

- A tsunami of AI technologies shaping the face of banking and insurance in a millennial era
- Practical use cases for AI in banking
- The last mile in Fintech innovation: digital strategy, innovation, CX and accelerator tools that banks can use to embrace AI techniques, including:
Natural Language Programming — Robotic Process Automation — Data Science — Chatbots — Robo-advisors — Cognitive/Machine learning

The force of constructive destructiveness of artificial intelligence as a sales channel for branches
14:55 - 15:25
Emre Demir
CRM Senior Vice President

- Empowering sales with business analytics
- Best offer optimization is a complex big data problem
- Single and simple view of analytical data

Deep dive: impact of innovation on business and CX
Customer engagement: transforming the business in the age of the customer
15:25 - 15:55
Alessandro Froio
Intesa Sanpaolo
Coordinator Digital Communication

- Intesa Sanpaolo at a glance
- New digital customer experience
- Customer experience and Fintech
- Customer feedback and NPS to create sustainable value
- In Offerta: digital marketing platform to support our corporate and SME customers

Making innovation pay
15:55 - 16:25
Conor Colleary
Oracle Corporation
Group Vice President Financial Services, FSGBU - Solution Consulting
United Arab Emirates

-The need for innovation in banking
-The barriers to innovation
-Where do banks currently stand in terms of innovation?
-Turning innovation opportunities into reality

Coffee break and Experts one-to-one meetings
AI case studies explained by incumbents
AI is shaking up financial!
16:55 - 17:25
Ingo Becker
Deutsche Bank
Director - Senior Expert Disruptive Technologies and Solutions
Francesco Brenna
IBM (Switzerland)
Executive Partner

- From proof of concept to concrete applications 
- The speed of AI implementation in Financial Industry
- Deutsche Bank: some of its AI User Cases under development 

PANEL DISCUSSION: The role of progressive technologies in retail banking; AI and robotics
17:25 - 17:55
James Buckley
Infosys Finacle
Global Head of Financial Solutions
United Kingdom
Cédric Puel
BNP Paribas
Head of Data and Analytics, Retail Banking and Services
Andres Wolberg-Stok
Citi FinTech
Global Head of Policy, Citi FinTech, Lead Relationship

- What can you expect from AI tools?
- How to deploy AI, mistakes to avoid
- What’s next?

Cocktail reception reserved for Efma members and end of day 1

Tuesday 24 October 2017

Welcome coffee
Overview on AI
Overview of banks using AI
08:45 - 09:00
Vincent Bastid
Roboadvisory and chatbots
Why and how to implement chat bot within the Bank?
09:00 - 09:30
Abdelhakim Benamara
BNP Paribas
Deputy Head of Retail Distribution - BNPP DM

- Why do we care about chatbots?
- Business convictions on usages & potential
- Illustration with examples of concrete use cases and demo
- Next steps

Rethinking the role of technology with wealth management
09:30 - 10:00
Joe Parkin
Head of Wealth and Retail - UK, Ireland and the Channel Islands
United Kingdom

- Every part of the Wealth Management value chain is being digitalised
- What lessons can we learn from the experience so far? 
- What's are the next big themes and what does the future hold? 
- What ingredients do firms need to win going forward? 

Digital Wealth Management - Key Trends & Challenges
10:00 - 10:15
Per Strömbäck
Head of Business Development EMEA

- Robo Advsiors and automation are redefining the investment value proposition
- The main sources of transformation: innovation and disruption
- New consumer behavior
- Fast moving technology trends
- Digital Wealth Robos: live cases

Visit of the Innovation Summit Fintech Village, Experts one-to-one meetings and coffee break
Machine Learning: a journey towards transformation
Panel Session : Building and retaining innovative edge: Inhouse innovation lab or partnership/incubation?
11:15 - 11:45
Balazs Vinnai
Chief Digital Officer, Digital Practice
United Kingdom
Tamas Grunzweig
Head of Digital Innovation Labs
Makoto Shibata
Japan Digital Design (JDD)
Executive Fellow
Renata Talarico Petrovic
Banco Bradesco
Innovation & Research Executive
Carlo Giugovaz
Supernovae Labs
Founder & CEO
Roboadvisory & AI: Deus view and experiences
11:45 - 12:00
Pasquale Orlando
Deus Technology
Chief Marketing Officer and Co-Founder

- Roboinvesting vs roboadvisory
- Deus model and approach
- Artificial Intelligence on top of the Roboengine (live demo)

Google’s transformation journey, from big data to machine learning
12:00 - 12:30
Richard Radley
Customer Engineering Lead
United Kingdom

- How Google is transforming itself thanks to Machine Learning; insights from our process
- The maturity level of Machine Learning in the financial sector
- Some use cases of Machine Learning in banking

Lunch and networking
Fintegration: how to create business, partnering with fintechs
A closer look at the bank+fintech collaboration opportunities
14:00 - 14:40
Carlo Giugovaz
Supernovae Labs
Founder & CEO
Roberto Ferrari
Chief Digital and Innovation Officer

- Fintech & digital market segmentation
- Banks’ approaches to the collaboration
- Insights from real collaboration cases

Innovation from leading banks and new players: chatbots, innovation center, mobile API
How to leverage X-tech in banking services?
14:40 - 15:10
Gianni Cavallina
Intesa Sanpaolo
Head of Retail Innovation Accelerator Department
Annalisa Belvedere
Intesa Sanpaolo
Senior Innovation Analyst

- What is the ISP Innovation Center and what are its main objectives?
- Main trends and focus on fintech/insuretech/regtech trend
- Innovation model in Intesa Sanpaolo (R&D)
- Innovation model in Intesa Sanpaolo (Service Design & Tech Transfer)
- Why Fintechs are important to ISP and presentation of a case study
- Pros and cons of different kinds of partnerships, from a distribution agreement to a Fintech acquisition
- Learning lessons, mistakes, takeaways, etc.

N26 - building the first truly mobile pan-European bank
15:10 - 15:40
Matteo Concas
General Manager Italy

- What are the problems of traditional banking today?
- How N26 aims to solve these problems: the N26 FinTech hub
- The N26 vision: becoming the first truly mobile pan-European bank and building a Fintech hub
- How is N26 developing an organization capable of realizing this vision?

Neuroscientific banking
How Yapı Kredi is fostering innovation in customer experience through neuroscience?
15:40 - 16:10
Evren Sahin
Yapi Kredi Bankasi
Director of Digital Banking Channels
Emel Temuçin
Yapi Kredi Bankasi
Innovation & Customer Experience Director

- Definition of “customer centric” is changing: What is inside your customer’s brain?
- How to benefit neuroscience for a better customer experience?
- Can understanding the decision mechanism of the brain and nervous system may help to design customer journey?
- Case Study: Yapı Kredi Mobile with LeadNeuro

End of the Conference - Experts one-to-one meetings

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What delegates said at #EfmaInno16

"Great to share different initiatives in many parts of the world."

Makoto Shibata Principal Analyst and Head of Global Innovation, Bank of Tokyo-Mitsubishi UFJ, Japan

What delegates said at #EfmaInno16

"Great moment of sharing/networking. Worldwide sharing/networking."

Andrea Saccani, Project Manager and COO area Development BPER Banca, Italy

What delegates said at #EfmaInno16

"Exclusive informatics and interesting eye opener."

Muhammad Faisal Iqbal,Vice President/Head of Mortgages, Emirates NBD, United Arab Emirates

What delegates said at #EfmaInno16

"Exclusive informatics and interesting eye opener."

Gunther De Boever, Team manager Product Management Business Lending, ING Belgium, Belgium

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