46th Efma Congress: Banking Transformation

Conference
Lisbon
18 to 19 October 2018

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Thursday 18 October 2018

08.15
Welcome coffee and registration
08.45
Partnerships & collaboration: effectively collaborating with FinTechs/Partners to meet the rising customer expectations
Disrupting banking through co-creation with customers, open banking, an agile operating model, test and learn approach, and next generation technology
08:45 - 09:10
Yolande Piazza
Citi FinTech
Chief Executive Officer
USA

- Bringing solutions to customers where they are while helping with their biggest financial issues to shape and improve financial wellness


Speech followed by Q&A

Preparing your organisation to effectively collaborate with FinTechs/partners in an ecosystem environment
09:10 - 09:30
Giovanni-Luca Soma
Société Générale
Deputy CEO, International Banking & Financial Services, Europe Region
France

- Working in mutually beneficial partnerships with FinTechs: Fiduceo, TagPay
- Opening up business opportunities for the local FinTech ecosystem - Catalyst accelerator in India
- Transform to grow: a strategic plan to seize both internal and external opportunities in partnerships with FinTechs


Speech followed by Q&A

09.30
Panel Discussion moderated by John Berry, Efma
Partnerships & collaboration with Fintechs/Partners
09:30 - 09:50
Giovanni-Luca Soma
Société Générale
Deputy CEO, International Banking & Financial Services, Europe Region
France
Kirsten Oppenländer
Deutsche Bank
Managing Director, Innovation & Design, Commercial Clients
Germany
Yolande Piazza
Citi FinTech
Chief Executive Officer
USA
09.50
Fireside Chat with Deutsche Bank
Building a comprehensive ecosystem of partnerships to accelerate transformation and innovation
09:50 - 10:10
Kirsten Oppenländer
Deutsche Bank
Managing Director, Innovation & Design, Commercial Clients
Germany

- How to create successful partnerships – from selection to integration
- Making your ecosystem accessible – using your platform
- Connecting clients and partners


Speech followed by Q&A

10.10
Coffee Break
10.40
PSD2 aftermath: Realising Open banking and refulatory opportunities
Nordea’s Journey to PSD2 Compliance: 300 Signups in 72 Hours
10:40 - 11:05
Sarah Häger
Nordea Bank
Head of Open Banking Community
Sweden

- A story of development of PSD2 open banking platform since Autumn 2016
- Balancing the requirement of basic, legal compliance with the desire to build on new opportunity
- From a PSD2 compliance platform to creation of an open banking marketplace
- Going "beyond open banking" - Nordea and BankiFI partnership
- Creating digital ecosystems to effectively realize Open Banking & regulation (PSD2) opportunit

Speech followed by Q&A

Bank as a marketplace: Making an endless offer to end customers through an open ecosystem
11:05 - 11:30
Nicholas Harrison
first direct
Commercial Managing Director
United Kingdom

Speech followed by Q&A

Digital Ecosystems: The Digital Revolution is Transforming Insurance
11:30 - 11:55
Jean-Marc Pailhol
Allianz SE
Head of Group Market Management & Distribution
Germany

- Providing a digital ecosystem of products and services to protect what is important to customers – based on their needs
- Digital transformation leading to a fully digital ecosystem focusing on: Customer, Employees, Business Models and Data
- Going from traditional models to the digital insurance of the future

Speech followed by Q&A

Creating digital ecosystems to effectively realize Open Banking & regulation (PSD2) opportunity
11:55 - 12:20
Pol Navarro
TSB
Digital Transformation & Innovation Director
United Kingdom

Speech followed by Q&A

12.20
Lunch and Networking
13.30
Panel Discussion moderated by John Berry
Focus on Customer
13:30 - 13:50
Andrew White
Vidyo
Vice President, EMEA
United Kingdom
Patricia Gomez
Revolut
PR & Communications Manager
United Kingdom
Nicholas Harrison
first direct
Commercial Managing Director
United Kingdom
13.50
Driving adoptions of Emerging Technologies
STUDY PRESENTATION: Digital Leadership in financial services
13:50 - 14:15
Laurie Shotton
Gartner UK
Research Director
United Kingdom

- Collaboration is key to successful leadership in the digital age
- Deploying situational, role-based leadership to better tackle with rapid changes and uncertainties
- Exploring new ways of measuring success in digital-driven organisations


Speech followed by Q&A

Digitalization, mobile first and biometric
14:15 - 14:40
Michal Liday
Tatra Banka
Chairman of the Board of Directors and General Director
Slovakia (Slovak Republic)

Speech followed by Q&A

Making dumb banks smart
14:40 - 15:00
Matthijs Eijpe
Backbase
Regional Director
Netherlands

- Smart ideas, dumb execution
- 2025 Vision: Smart Banking as a pillar of digital
- Smart Execution: Think Big, Act Small


Speech followed by Q&A

Privacy-protected one-to-one collaboration for bank clients and advisors
15:00 - 15:15
Tobias Christen
DSwiss AG
CEO
Switzerland

- One-to-one collaboration features, enabling a simple and highly secure exchange of documents and information between bank advisors and their clients
- Security and privacy protection, integrated directly in the workflow
- Use case examples


Speech followed by Q&A

Using empathy to drive digital adoption
15:15 - 15:30
John Findlay
Launchfire
CEO & Founder
Canada

Speech followed by Q&A

15.30
Coffee break & Networking
16.00
Leveraging the full value of AI in banking and finance
STUDY PRESENTATION: AI: A key enabler to accelerate digital transformation
16:00 - 16:25
Monique Dahler
Microsoft
Director Worldwide Financial Services Industry, EMEA TZ and WW AI Lead
Netherlands

- Moving away from the hype and start creating value
- Driving the financial services industry towards the intelligent bank by rapid adoption of AI
- Exploiting  the power of AI in delivering higher customer responsiveness and needs


Speech followed by Q&A

Impact of AI on the future of banking
16:25 - 16:50
Pascal Huijbers
Fujitsu
Chief Technology Officer for Financial Services EMEIA
Netherlands

How could AI and quantum computing impact banking in the age of the Smart Machine?           
- Status of AI and robotics in the Financial Services market
- Quantum computing and its potential to change the game
- Recent case studies to inspire new thinking and lively discussion



Speech followed by Q&A

16.50
Leading to partner INCUMBENT PERSPECTIVE ING
Choosing the right partners to become the go-to-platform
16:50 - 17:20
Olivier Guillaumond
ING Bank
Global Head of FinTechs
Netherlands
Bart Brouwer
ING Bank
Senior Strategist, Corporate Strategy
Netherlands

- Connecting and cooperating to accelerate innovation whereby improving customer experience is the main objective
- Addressing the lifecycle of the partnerships: defining, selecting, setting up and managing partnerships.
- Banks need to open up and establish partnerships in a platform world.
- Partnerships on corporate and business level to speed up the pace of innovation.
- Partnership case studies: Kabbage, Payconiq, Yolt and Twyp


Speech followed by Q&A

17.20
Leading to partner CHALLENGER PERSPECTIVE N26
N26 FinTech HUB: choosing the best products with just one click and complete cost transparency
17:20 - 17:45
Max Schertel
N26
Head of Business Operations
Germany

Speech followed by Q&A

17.45
Panel Discussion moderated by John Berry
Neobanks changing the banking game
17:45 - 18:05
Patricia Gomez
Revolut
PR & Communications Manager
United Kingdom

Speech followed by Q&A

18.05
End of day 1

Friday 19 October 2018

08.30
Welcome coffee & registration
08.45
Strategies to successfully respond to digital disruption a disruptive business models
Handelsbanken's business model and way to embrace digitalization
08:45 - 09:10
Stephan Erne
Svenska Handelsbanken
Chief Digital Officer
Sweden

Speech followed by Q&A

Redefining Banking: The role of disruptive business models
09:10 - 09:35
Gabriel Di Lelle
Bancolombia
VP of Innovation & Digital Transformation
Colombia

Speech followed by Q&A

STUDY PRESENTATION: 2018 Digital Transformation Observatory
09:35 - 10:00
Axel Reinaud
BCG
Senior Partner & Managing Director
France

Speech followed by Q&A

10.00
Embracing data-driven banking to open banking era
How to use assisted self-service devices in multiple modes to deliver outstanding customer experience
10:00 - 10:30
Mark Aldred
Auriga
Head of Sales
United Kingdom
Sérgio Magalhães
Millennium BCP
Digital Transformation Officer
Portugal

- Millennium BCP implemented Auriga’s WinWebServer to create a tightly integrated platform. Staff can now use tablets for full visibility of how customers are using branch services, and harness this to engage with them, aiding them with more complex and personalized requests.
- A purposefully-designed, proactive employees culture to help the customers in this new Customer Journey.
- Specifically, designed customer choreography that leaves little to chance.
- Fastidious attention to detail throughout and following the project For a bank based in Portugal, where cash is still widely used, this technology is important for bridging the gap between digital banking and physical currency.


Speech followed by Q&A

How retail banks can stay competitive by embracing data-driven banking
10:30 - 10:45
Martin Ekenbäck
Tink
Business Development Director
Sweden

Speech followed by Q&A

10.45
Coffee break and Networking
11.15
STUDY PRESENTATION: World Retail Banking Report
World Retail Banking Report Presentation
11:15 - 11:40
Luis Batista
Capgemini
Head of ADM practice
Portugal

Speech followed by Q&A


 

11.40
Building up digital ecosystems to reshape the future of FS Industry
Offering First Banking Platform for the Digital Economy - Technology partnerships with digital companies
11:40 - 11:55
Marko Wenthin
solarisBank
Co-founder, CCO and Board Member
Germany

- Filling a gap in the markets for FinTechs and e-commerce firms
- Services like Lego bricks: Partners to pick the required bricks and assemble custom solutions to fit their business needs
- Developing new products and financial services while unlocking new opportunities and expanding one's existing business segments


Speech followed by Q&A

Creating a better banking ecosystem whilst providing customers with convenient experiences - Digital transformation at HDFC
11:55 - 12:10
Nitin Chugh
HDFC Bank
Country Head - Digital Banking and Personal Liabilities Products
India

- One journey: digital banking journey moving from providing convenience to an enhanced customer experience
- HDFC's core value: a customer-centric focus when developing digital innovations
- Grasping key opportunities and challenges in a DT context
- Developing the right methodology when driving digital transformation
- Successful case studies and DT outlook


Speech followed by Q&A

The journey of how HSBC is becoming the digital bank
12:10 - 12:25
Raman Bhatia
HSBC
Head of Digital Bank UK, Retail Banking & Wealth Management
United Kingdom

Speech followed by Q&A

Q & A
12:25 - 12:40
12.40
Lunch & Networking
13.40
Welcome to Sberbank’s digital ecosystem
Becoming a real platform not just a product to satisfy comprehensive customer needs
13:40 - 14:00
Slava Ostrovskiy
Sberbank
Chief Digital Officer and Director of "Bank XXI"
Russian Federation

- Empowering your SME clients to become more agile and flexible via cloud platform
- Offering non-financial value added services: Sberbank-Telecom, Segmento and Plazius
- Creating a leading e-commerce ecosystem within a joint-venture: Partnership with Yandex


Speech followed by Q&A

14.00
New leadership & governance
Rethinking governance for speed and systematic innovation
14:00 - 14:20
Hazal Ozguven
Turkiye Garanti Bankasi
SVP Organization and Process Development Manager
Turkey

- Compartmentalising management attention and resources with distinct models for innovation, growth and optimisation
- Clarifying decision-making powers for managing and sharing key capabilities – whether internal or externally-sourced
- Accelerating business cycle times and release frequency


Speech followed by Q&A

How Lean Management and Lean Startup methodology affected cultural change
14:20 - 14:40
Einar Gudmundsson
Arion Bank
Corporate Development Entrepreneur - CEO Office
Iceland

- How Arion Bank started investing in startups
- How the Lean Startup and Lean Management methodology changed our approach on innovation
- Concrete results from products launched through the internal accelerator


Speech followed by Q&A

14.40
Coffee break & Networking
15.10
Envisioning the Future of the Industry now and after...
STUDY PRESENTATION: A critical time to set the agenda of the Bank of the Future
15:10 - 15:35
Cyril Rimbert
Wavestone
Manager
France

Nowadays, the value proposition of the banks are questioned:
- Differentiation based on technologies is easy to replicate
- More & more innovative users experience innovations but no real new services
We are in a critical period for banks, disruptive changes generally occur when:
- The core business is at stake: the traditional revenue drivers are weakening
- The future is unpredictable: the status of the banks are challenged and more & more new players are entering the market
Banks must be more ambitious and in line with people aspirations and expectations.


Speech followed by Q&A

Experiencing truly a digital society and smart country
15:35 - 15:55
Indrek Onnik
e-Estonia
Project Manager
Estonia

Speech followed by Q&A

15.55
Closing Remarks
16.10
End of Conference

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For more details, contact:

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

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Contact registration@efma.com now

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What delegates said at #EfmaCg16

"Excited of being on this Summit."

Charbel Bteish, Office Manager at the Retail Banking Division, Fransabank, Lebanon

What delegates said at #EfmaCg16

"A lot of interesting cases and inspirational ideas."

Antonella Indelicato, Head of Process and Lean Management, Credem Banca, Italy

What delegates said at #EfmaCg16

"Good panel of speakers. Good organisation. Good breakdown between private and affluent."

Horace Laudi, Executive Head BOV Centralised Operations, Bank of Valletta, Malta