PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank...

13
#EfmaInno19 PARTICIPANT EVENT GUIDE

Transcript of PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank...

Page 1: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

#EfmaInno19

PARTICIPANT EVENT GUIDE

Page 2: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

Enabling connection& inspiring innovation

EVENTS

Efma l 10 Boulevard Haussmannl 75009 Paris l France l Tel:+33 1 47 42 52 72 l Fax:+33 1 47 42 56 76 l [email protected] l www.efma.com

NIF/TVA: FR 41 784 856 239 l N° SIREN: 784 856 239 l Code APE: 6619B

SME Banking Summit4 - 5 JUNE 2020 Milanwww.efma.com/sme20

World Retail Banking Summit 10 - 11 FEBRUARY 2020 Dubai www.efma.com/wrbs20

Retail Banking Summit in Lebanon1 JULY 2020 Beirut

www.efma.com/lebanon20

Learning Expedition in Dubai & Abu Dhabi12 - 13 FEBRUARY 2020 www.efma.com/LEme20

Bank + Fintech 21 - 23 APRIL 2020 Berlinwww.efma.com/bankfintech20

Learning Expedition in Singapore5 - 6 NOVEMBER 2020www.efma.com/LEsingapore20

Innovation Summit19 - 20 OCTOBER 2020 Madridwww.efma.com/innovation20

48th Efma Congress: Banking Transformation22 - 23 OCTOBER 2020 Madridwww.efma.com/congress20

Insurance Summit4 - 5 JUNE 2020 Milan

www.efma.com/insurance20

Retail Banking Summit in Asia3 - 4 NOVEMBER 2020 Singaporewww.efma.com/asia20

Page 3: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

PROGRAM 14 OCTOBER 2019

What’s next?

Welcome coffee & registration

Digital Revolution – The Calm Before the Storm 30 years of digital – what’s the status quo? Electricity versus Artificial Intelligence – the bigger picture Future for growth: the end of “copy & paste” Current trends & challenges in banking & insurance Opportunities created by Artificial Intelligence – examples from various industries

Maike Strudthoff Futurist Jump Next France

Paul Tynan Creative Director I-AM UK

9.00

8.30

10.10

PeoPay – Innovative Mobile Banking and Payments App Pekao strategy for mobile banking and mobile payments About PeoPay – features that make the difference How mobile banking brings value for customers and the bank

Bartosz Zborowski Head of Innovation and Payments Department Bank Pekao PolandMarek Tomczuk Vice President of the Management Board Bank Pekao Poland

9.40

10.40 Coffee break & networking

Phygital, payments and experience

Leadership and Managing Innovation

How to Strengthen the Innovative Power and Challenge the Status Quo TREND_LOUNGE … a successful format to create innovation The innovation process as a natural success factor Looking at the role of the innovation manager … it’s all about personality

Monika Edlinger Senior Consultant, Innovation- and Project-Management INNOVATIONSMANUFAKTUR AustriaJürgen Dostal Head of Products Bawag PSK Austria

11.10

Using Innovation as a Catalyst to Integrate Banks into Users’ Digital Lives Innovation is not about technology, but about the customer experience it creates Case Study: Banorte | Streamlining banking services into customers’ digital lives A great app is simply not enough: how should mobile banking evolve in order to meet current customer expectations? Tech giants and social communications aps are entering the personal finance ecosystem. What should banks do about it?

May Michelson Director, Sales & Business Development - Europe PayKey IsraelOlga Ceja Director of Innovation and Digital Channels Banorte Bank Mexico

9.55

Designing the Banking of the Future The banking of future Digital & Mobile AI: Neo, the new virtual assistant of CaixaBank.

Marc Balastegui Emerging Technologies Team Manager Caixabank Digital Business Spain

9.25

Page 4: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

PROGRAM 14 OCTOBER 2019

12.10

A Discussion on the Findings of the 2019 Innovation In Retail Banking Report What are the strategic priorities in banking today Is investment in innovation keeping pace with consumer needs What areas of innovation are deemed the most important How can financial institution become innovation leaders

Jim Marous Owner and Publisher of Digital Banking Report, Co-Publisher of The Financial Brand USAJean-Yves Bruna Director Infosys Finacle United Kingdom

STUDY PRESENTATION

12.40 Lunch & networking

Moving Innovation into Exploitation Lessons learned from prioritising and evolving innovation opportunities in line with customer needs and business strategy Key challenges faced by large banks in moving from exploring innovation to delivering it and ways to address them

Michael Anyfantakis Head of Innovation Design Lloyds Banking Group UK

11.40

Innovation requires new leadership culture

Managing Innovation: an Oxymoron? Covering the innovation spectrum with different channels Defining & implementing criteria Top down v bottom up approaches

Dara Hizveren Head of Innovation Garanti Bank Turkey

11.25

From Bank Ecosystems to Customer Ecosystems How can banks and Fintechs build customer value? Digital solutions with human interface From technology marketing to technology enabler The new marketing: building audiences C2B: From banking channels to marketplace

Frederic de Melker Managing Director Personal Banking Rakbank UAE

14.00

Leadership and managing innovation

From Bank Ecosystems to Customer Ecosystems Implementing platform strategies to become a bank immersed in the daily life of customers Using corporate entrepreneurship as a strategy for innovation and growth Changing the traditional dialogue and points of contacts between the bank and its customers Leveraging non-traditional activities, big data and technology to grow traditional banking business

Juan Franco Plink Director Bancolombia Colombia

14.15

New ‘‘Digital Rebel’’ Account What’s a highly personal account? How the idea was born Results and development

Ewelina Gulbinowicz Marketing Manager Alior Bank Poland

14.30

Demetrio Migliorati Head of Digital Organisation Banca Mediolanum Italy13.45

Page 5: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

PROGRAM 14 OCTOBER 2019

A Unique Ecosystem Dedicated to Business and Innovation Genese Model Evolution

Benoît Bourdin Partners & CA Group connections / International Network @ Le Village by CA Crédit Agricole S.A. France

14.45

“Inovabra” Innovation Ecosystem and its Role in the Organization Purpose & strategy How it has contributed to business generation, efficiency &

costs, brand, culture, talent and growthRenata Talarico Petrovic Innovation & Research Executive Bradesco Brazil

15.00

15.20 Time for Questions & Answers

Cloud Adoption in Banking – Is the Momentum Building? What does the uptake on Cloud banking look like? What is driving adoption and why? How fast are banks adopting?

This benchmark survey aims to explore how financial institutions globally are embracing the move to the Cloud, their strategies, and what success looks likeMary Connor Retail Banking Strategy Finastra UK

15.35

Measuring Companies’ Transformation Dynamics Technology and innovation Phygital integration Talent attraction Retail banking example

Didier Farjon CEO D-Rating France

Fintechs are Changing Life in South-East Asian Overview of Fintechs in SEA Why SEA is attractive to startups and investors Fintech successes in SEA and particularly in Thailand Use case example of Fintech-bank collaboration in SEA

Sam Tanskul Managing Director at Krungsri Finnovate Thailand

17.05

17.20

Challengers, Neobanks and what’s next?

BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating a winning customer strategy Define your product by focusing on your customers’ core issues Collaborative innovation: sharing and collaborating as a key factor Improve your monetization system

Albert Llorens Co-CEO BNC10 Spain

16.35

16.05 Coffee break & networking

16.50 Using Blockchain in International Payments DLT as a use case example in international payments Santander’s One Pay FX: our experience with Ripple One Pay FX success story: connecting the dots From One Pay FX to Pago FX: going open market

Manuel Cantalapiedra Head of Innovation Banco Santander Spain

17.35 Time for Questions &Answers

Page 6: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

And what’s next?

Transforming through innovation

Welcome coffee

Disruption is Normal…in Finance too! Radical is the new normal... in any business, including banking What can we expect in the coming years in the banking industry? What «value» do customers want from a «bank», and who is best prepared to provide it? We will share some insights in this respect and try to discover new horizons... if that is possible...

Alfons Cornella Founder Institute of Next Spain

9.00

8.30

RISK Innovation Office – Is it Possible to Innovate in a Control Function? Challenges, opportunities and lessons learned from almost 3 years of innovation Internal and external co-creations and open innovation

Danielle Winandy Head of RISK Innovation Office (Chief Innovation Officer) BNP Paribas France

11.50

9.25 INNOVATION CHALLENGEDiscussion Around How To Restore Growth in the Banking Sector and Generate Value Out of Digital Retail Banking’s burning platform Accenture’s vision to maximise revenue growth Current situation in Retail banking: how banks are responding to new strategic imperatives A new growth strategy… … and new/additional Business Drivers

Piercarlo Gera Senior Managing Director, Accenture Financial Services, Customer Insight & Growth Accenture Italy

Digital Lending Transformation at Crédito Agrícola The importance of Digital Lending Communication strategy to increase lead generation Simplifying Lending Origination

João Lima Pinto CEO ITSCREDIT Portugal& Jorge Paulo Baião Chief Information Officer & Executive Board Member Crédito Agricola Portugal

12.10

PROGRAM 15 OCTOBER 2019

10.55 Coffee break & networking

12.30 Time for Questions & Answers

12.45 Lunch & networking

Key Factors in Transforming Successful Customer Journey into Bank’s Revenue Will you see the goal scored? Innovations in selling bank products About 80% of your every-day sales do not succeed. How can a few tweaks dramatically improve your sales? How to make annual sales plan in 1 quarter?

Tomasz Ampula Product Owner Consdata Poland

11.25

Page 7: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

Always open… innovation, banking

Open Innovation – How to Leverage AI, Blockchain, API etc., Open innovation initiatives such as payments, corporate, loans, private loans, trade finance, etc. Collaboration with start-ups and different industries Streamlining office work by leveraging AI/OCR and RPA Platform offering strategy for the above services

Mitsunobu Okubo Senior Digital Strategist Mizuho Financial Group Japan

14.00

PROGRAM 15 OCTOBER 2019

15.05 Time for Questions & Answers

Open Banking- What Else? No alternative apart from Open banking Why and how

Carlos López-Moctezuma Global Head of Open banking BBVA Group Spain

14.30

Innovation Ecosystem through Multifunctional Internal & External Teams Different tiers of the Standard Bank Innovation ecosystems Disruptive solutions taken to market Failures experienced Cultural shifts made

Khomotso Molabe Chief Information Officer, Personal and Business Banking Standard Bank South Africa

14.15

Are Incumbents the winners?Achieving a step change in growth through New Business Building New business building is an essential skill to survive in today’s rapidly changing environment – but requires a new mindset and approach We will show that incumbents can win as ABN AMRO has done with New10 We will share the lessons learned of having build over 50 greenfield digital banks globally

Fernando Figueiredo Expert Associate Partner McKinsey & Company London McKinsey & Company UK & Mohcine Ouass Associate Partner McKinsey & Company Amsterdam McKinsey & Company Netherlands

14.45

Are Incumbents the winners?

15.20 Coffee break & networking

The End of the Marketing Conversion Funnel Is the traditional way of measuring marketing initiatives still valid? The problems behind the conversion funnel Having a real digital conversation and its benefits

Eboni Boicel Senior Director, Initiative & Marketing Solution Desjardins Canada

15.35

Digital marketing and communication

Cooperative Banking for Sustainability: Working for a Positive Impact on the Society and the Environment Cooperative Banks: a strict relation to the local communities from its foundation The main activities pursued by Gruppo Bancario Cooperativo ICCREA for local territories: Safeguarding territories: environment, historical local heritage and ancient village, weaker segments of the population (aged and young segment) Territorial development: local community support through physical branch network, local and social start-up accelerator, crowdfunding platforms Extraordinary initiatives: financial support in case of ordinary and extraordinary necessity (from little intervention to contributes in case of hearthquake, floods, etc.)

Enrico Giancoli Head of Marketing and Business Intelligence ICCREA Bank Italy

15.55

Page 8: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

PROGRAM 15 OCTOBER 2019

16.25 Wrap up of the event

16.45 End of the conference

Dmitriy Vakin Strategy Manager Alfa Bank Russian Federation16.10

Page 9: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

ONE-ONE EXPERT MEETINGS

FIELD OF EXPERTISE: INFUSING AI IN ORGANIZATION TO FUEL INNOVATION AND DELIVER REAL BUSINESS OUTCOMES Mamadou Sy Mamadou SY has worked extensively in France for the Financial Services and Telecom industries. At Capgemini, he has helped enable clients to become digital and data-centric by working with them to create transformation roadmaps, improve their technical capabilities, and empower their employees by preparing them for organizational change.

Mamadou specializes in AI and its impact on financial activities such as data efficiency, risk assessment and algorithms for market and currency prediction. He has helped develop AI Perform, a data platform and AI strategy offering for Financial that bring together people, process, data and technology to realize superior, sustainable and trusted business performance. Although Mamadou is an experienced architect, he has had several roles delivering programs and services throughout the full IT lifecycle.

FIELD OF EXPERTISE: MAXIMIZING REVENUE GROWTH, FUTURE BUSINESS MODELS AND CUSTOMER-DRIVEN DIGITAL TRANSFORMATIONPiercarlo Gera Piercarlo Gera is Accenture’s Global Lead for its Financial Services Customer Insight & Growth practice, which covers customer-driven digital transformations, work in distribution channels and marketing. Piercarlo works with selected Clients in developed and growth countries, and personally supports numerous client teams across several geographies. In 20 years with Accenture, his global responsibilities have included: Accenture Strategy Banking Lead and Financial Services CRM Lead. At the start of his career he created Accenture Strategy in Italy and managed a range of accounts in that area. He has been deeply involved in digital transformation programs, driving growth and customer engagement while optimizing cost-to-serve.

Piercarlo speaks regularly at industry events on the future of Financial Services and he is the author of several publications. He has lead many thought leadership initiatives which have received broad coverage, most recently about Banking’s role in the Platform Economy.

Page 10: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

WE THANK OUR PARTNERS

ASSOCIATE MEMBERS

SPONSOR & BUSINESS PARTNERS

MEDIA PARTNERS

Page 11: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

COUNCILS

When and where are the meetings taking place in 2019?

Warsaw, Lodz mBank

12-13 March

BrusselsING

13-14 November

What are the Efma councils? Reserved for Efma members, the councils are exclusive groups of senior executives from leading banks and insurance companies that meet three times per year and exchange on the latest ideas and industry developments. To date, Efma councils gather more than 320 members from 35+ countries.

Vienna Erste Group

11-12 June

What are the topics of the Efma councils?

Member Institutions: 36Countries: 12www.efma.com/insurancecouncil

INSURANCE

Member Institutions: 41Countries: 25www.efma.com/ digitalchannelscouncil

DIGITAL CHANNELSAFFLUENT & PRIVATE BANKINGMember Institutions: 28

Countries: 18www.efma.com/

affluentandprivatecouncil

OPERATIONAL EXCELLENCE

Member Institutions: 20Countries: 16

www.efma.com/ operationalexcellencecouncil

PHYSICAL CHANNELSMember Institutions: 30

Countries: 20www.efma.com/

physicalchannelscouncil

Member Institutions: 34Countries: 19www.efma.com/smebankingcouncil

SME BANKING

FINTECH & INNOVATION

www.efma.com/fintechandinnovationcouncil

Member Institutions: 41Countries: 19

INNOVATIVE PAYMENTS

www.efma.com/innovativepaymentscouncil

NEW COUNCIL to be launched in November 2019

Page 12: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

Solution provider presentation

Break11.15–11.45Expert presentation11.45–12.45

Wrap upWorkshop14.30–16.00

12.45–14.00 Lunch14.00–14.30

08.15–08.45 Welcome coffee and registrationWelcome speech08.45–09.00

Host presentation & discussion09.20–10.40

09.00–09.20 Introduction & round table greetings

Collaborative session10.40–11.15

Efma l 10 Boulevard Haussmannl 75009 Paris l France l Tel:+33 1 47 42 52 72 l Fax:+33 1 47 42 56 76 l [email protected] l www.efma.com NIF/TVA: FR 41 784 856 239 l N° SIREN: 784 856 239 l Code APE: 6619B

What does the meeting program look like?

Which institutions are among the members of the councils?

What is the new format of the Efma councils?

How can I become a member of the councils? Please note that only Efma members institutions can attend councils. If you are a member and you want to take advantage of these exclusive events of the Efma councils, please contact Maïlys. If you are not an Efma member yet, join the Efma community: www.efma.com/joinefma

Maïlys Mertian Council Program [email protected] +33 1 47 42 66 39

Constantly seeking to satisfy the needs of its members, Efma is updating and improving its services. The Efma councils format is the result of members demands and feedback, and it comprises:

16.00–16.1516.15 – End of the meeting

Collaborative sessionsIndustry expert presentations

WorkshopsOut of the box sessions: Fintech; visits, etc.

An informal gathering the eveningbefore the meeting

Page 13: PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank that Challenges the Status Quo of Neobanks Customer-centric organization: creating

Silvia CunillProgram [email protected]

Jézabel ChaveEvent Manager

[email protected]