Affluent and Private Banking Summit

13 to 14 June 2018

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Wednesday 13 June 2018

Welcome coffee and registration
New Rules in the game: Opportunities and challenges, winners and loosers, global leaders and local challengers
The New World Order
09:00 - 09:25
Qamar Saleem
International Finance Corporation (USA)
Global Lead SME Banking Practice

- Critiquing the size of the SME banking opportunity and market failure, globally and regionally
- Creating new markets through supply chains, early stage banking, non-financial services, women’s markets
- Evaluating the rise and sustainability of market place lenders and entry of non-traditional players
- Strategies in leveraging internal (e.g. corporate, retail, premium/private banking) and external synergies (e.g. market
- Reviewing the established and emerging best practices in SME and Private & Affluent Banking

Speech followed by Q&A

There is only one relevant issue: a better customer experience!
09:25 - 09:50
Philippe Wallez
ING Belgium
Managing Director, Retail & Private Banking

- How to be a real private bank within a universal bank
- Trends in Personal Banking comparable to retail
- The challenge of working in best synergy across segments
- Remote services in Personal Banking

Speech followed by Q&A

Why business banking sucks and how Penta is changing that
09:50 - 10:15
Ivan Maryasin
Senior Growth Manager

- How to build and launch (almost) a bank in less than 12 months.
- Building a fantastic user experience: learnings and successes
- The importance of easy KYC and KYB

Speech followed by Q&A

The CX afterthought: why your SME & private banking clients suffer
10:15 - 10:40
Cornel Dixon
Head of France

Speech followed by Q&A

INTERACTIVE PANEL DISCUSSION: Best practices to leverage synergies between SME and affluent customers
10:40 - 11:00
Philippe Wallez
ING Belgium
Managing Director, Retail & Private Banking
Evy Theunis
DBS Bank Singapore
Executive Director
Cornel Dixon
Head of France

- Cross-lead generation
- Same RM or different RMs for personal and business banking matters? Pros and cons
- Product bundling

Coffee break and networking
Upscale client experience, delivered digitally
DBS, digital as a business
11:35 - 12:00
Evy Theunis
DBS Bank Singapore
Executive Director

- Introduction to DBS and our digital wealth journey
- Understanding the client in digital wealth management: identifying the needs and expectations of our wealth clients, and using client insights to align the organisation
- Using data to discover, trial and rapidly refine
- Selected insights from what we have learned about Asian wealth clients, and our response
- Beyond projects: aligning and transforming the organisation to deliver the needs of the wealth segment as an integrated business
- Our aspirations and next challenges

Speech followed by Q&A

Channel preference VS digital delivery!
12:00 - 12:25
Malin Hlawatsch
Head of Private

Speech followed by Q&A

Questions and Answers
12:25 - 12:45
Lunch and networking
Robo rising
Indosuez Wealth Management and Capgemini: The Power of Partnership
14:00 - 15:00
Pierre Dulon
Crédit Agricole Corporate & Investment Bank
Directeur des Systèmes d'Information, France
Elias Ghanem
VP FinTech and Chief new Technologies Officer, Financial Services, Europe

- With better customer centricity and use of emerging technologies, FinTech firms are revitalizing the FS customer journey
- With complementary strengths, FinTechs and incumbents firms enjoy a symbiotic relationship, and FinTechs will most likely fail if they go it alone
- Successful collaboration is contingent upon selection of the best partner and engagement model, as well as the creation of an ecosystem of partners and firms to be ready for future disruption from multinational BigTechs

The Voice of the Market… and what does it whisper?
15:00 - 15:30
Peter Schramme
Chief Business Development Officer

- Which new or disruptive concepts and approaches are looming on the horizon?
- Some may change the competitive battlefield in the Wealth & Investment Management market. “Food for thought” to ponder about potential future levers of differentiation

Coffee break and networking
Catering to different types of client behaviour
Merkaat, the market watcher for affluent clients
16:00 - 16:30
Silvia Cunill Calvet
Regional Manager Iberia, Africa & Latam. Innovation Program Manager

- What is Merkaat?
- Is Merkaat a Roboadvisor like the others?
- Why is it so convenient for affluent clients?
- The making of Merkaat

Speech followed by Q&A

Is traditional Private Banking (advisory) the hot new thing?
16:30 - 17:00
Martin Gregor Schuricht
Managing Director - Private Banking

- The world is changing - Or is it?
- What Do clients really want?

Speech followed by Q&A

Positioning of MCB private banking in Mauritius
17:00 - 17:30
Didier Merle
MCB Mauritius Commercial Bank
Head of Private Banking

- Context – Why MCB and why Mauritius?
- Evolution of MCB private banking
- MCB private banking value proposition and uniqueness
- Our growth strategy
- Key enablers

End of day 1 - cocktail party

Thursday 14 June 2018

Behavioral finance explained
Understanding clients and helping clients understand: insights from behavioral finance
08:30 - 09:00
Meike Bradbury (PhD)
Credit Suisse
Vice President Advisory Process

- ESMA provides guidelines on MiFID II suitability requirements: suitability needs to be assessed in the light of behavioral finance findings
- Insights into applied behavioral finance risk profiling approaches (e.g. use of graphical visualisation of different possible market scenarios over time in order to assess a client’s risk tolerance) that are revolutionising the advisory/client discussion and the decision-making process
- Importance in the industry is growing: this year’s Nobel Prize for Economics was awarded to Richard H. Thaler for his contribution to behavioral economics

Speech followed by Q&A

From asset to relationship manager or how Raiffeisen Bank International (RBI) became MiFID-compliant
09:00 - 09:30
Alexis Car
Raiffeisen Bank International
Executive Director, International Premium & Private Banking

- Challenging initial situation: 7 EU subsidiary banks should be applying the same approach/tool
- Solution: RBI´s securities business in new clothes
- Outlook & next steps

Speech followed by Q&A

Affluent & private clients asset management digitalisation
09:30 - 10:15
Julien Palissot
TreeTop Asset Management
Project Manager
Kurt Vanhee
Director Professional & Customer Services

How TreeTop did change its distribution model adding direct distribution in Belgium
Digitalization as enabler to serve the full range of investors

Coffee break and networking
User Experience taylored to affluent segments
Valore Insieme: Intesa Sanpaolo’s new fee based advisory service
10:45 - 11:15
Luca Facchini Provera
Intesa Sanpaolo
Head of Affluent Segment - Marketing

- Strategy behind this initiative
- How to steer such a complex project in a large bank
- How to create a consensus among all stakeholders (clients, salesforce, legal, compliance, etc.)
- How to promote it
- Lessons learned

Speech followed by Q&A

What is true UX in wealth management all about – employee and customer perspective
11:15 - 11:40
Anna Sacha
Business Solution Manager

- Top trends addressing CX in wealth management
- Employee experience as important as customer experience
- Key areas to improve EX in wealth management
- AI as an ally to EX and CX

A “postal” affluent client
11:40 - 12:10
Federico Neri
Poste Italiane
Head of Affluent Segment

- Moving from a trusted friend to a trusted and competent RM
- Service model turnaround: using compliance as an opportunity for change
- Tailoring journeys to reinforce relationships

Speech followed by Q&A

Lunch and networking
New ideas generation: customer engagement, online tools, data harvesting, pricing
Agile Transformation of the SME Segment
13:30 - 14:00
Sander Cansever
Yapi Kredi Bankasi
Head of SME Banking Product and Business Development, SME Segment Product Management and Business Development Manager

-          How to build a new SME segmentation model with Agile Project management?
-          Team structure, management and dedication for successful results
-          Accomplishments & Key lessons of Yapi Kredi experience

Speech followed by Q&A

New insight on Trade Finance products for SME – Digi Trade
14:00 - 14:30
Marcin Kwilosz
Asseco Poland
Product Manager
Marta Mróz-Sipiora
Asseco Poland
Product Manager

- Digitalization of guarantees and letters of credit
- Simplified Bank’s backoffice processes

Speech followed by Q&A

Decentralised Lending and Financial Application using Smart Contracts
14:15 - 14:30
Stani Kulechov
Founder & CEO

- How ETHLend is using Smart Contracts to enable p2p lending.
- What are the benefits of blockchain technology and how can this be applied to financial applications.
- Why is this new blockchain technology so important.

Speech followed by Q&A

WORKSHOP SESSION: 10-step plan to turn big data into a practical profit generator
14:30 - 15:00
Sandy Vaci
Credit Bank of Moscow
Managing Director of Bay Devonshire Ltd

- Big data and modelling definitions (predictive, cognitive), standard uses
- 10-step plan for guaranteed profit, from data inventory and data gap fills through data monetisation to profit
- Self diagnostics for dig data readiness in 4 key areas: strategy, organisation, infrastructure and processes)

Speech followed by Q&A

Coffee break
End of conference

For more details, contact:

Jezabel.jpg (9 KB) Jezabel Chave
Event Manager
+33 1 47 42 52 72

Do you plan to attend with your team?  Good news, discounts apply for group registrations! 
Contact now

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