PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank...
Transcript of PARTICIPANT EVENT GUIDE - Efma · Challengers, Neobanks and what’s next? BNC10, the New Neobank...
#EfmaInno19
PARTICIPANT EVENT GUIDE
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
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
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
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
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
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
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
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.
WE THANK OUR PARTNERS
ASSOCIATE MEMBERS
SPONSOR & BUSINESS PARTNERS
MEDIA PARTNERS
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
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