participant event guide - efma...the fintech forum start-up and early stage fintech companies gather...
TRANSCRIPT
PARTICIPANT EVENT GUIDE
#BankFintech18
Enabling connection& inspiring innovation
Bank + Fintech New York 12-13 APRIL 2018 New York www.efma.com/bankplusfintech
CCX Forum: Channels & Customer Experience 16-18 MAY 2018 London www.ccx-forum.com
Learning Expedition in Stockholm30 MAY-1 JUNE 2018www.efma.com/stockholm18
Retail Banking Summit in Middle East 13 FEBRUARY 2018 Dubai www.efma.com/dubai18
SME Banking Summit 13-14 JUNE 2018 Pariswww.efma.com/sme18
Affluent and Private Banking Summit 13- 14 JUNE 2018 Pariswww.efma.com/affluentprivate18
Innovation in Insurance Awards Ceremony12 JUNE 2018 Pariswww.efma.com/innovationininsurance
Learning Expedition in Cape Town27 FEBRUARY-2 MARCH 2018www.efma.com/capetown18
Retail Banking Summit in Lebanon4 JULY 2018 Beirutwww.efma.com/lebanon18
46th Efma Congress: Banking Transformation 18-19 OCTOBER 2018 Lisbonwww.efma.com/congress18
Innovation Summit: Payments & Wallets 15-16 OCTOBER 2018 Lisbonwww.efma.com/innovation18
Learning Expedition in San Francisco2-5 OCTOBER 2018www.efma.com/sanfrancisco18
Retail Banking Summit in Asia 30-31 OCTOBER 2018 Singaporewww.efma.com/asia18
DMI Awards Ceremony 17 OCTOBER 2018 Lisbonwww.efma.com/innovations
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
EVENTS
Welcome coffee and registration Introduction by Peter Soraparu Senior Advisor Efma USA
Coffee break and networking
8:30
10:10
The Platformication of bankingHow today’s banking environment has been influenced by the quickening pace of evolution among financial technology companies, and how banking platforms have responded to the challenges and opportunities that the Fintech evolution has providedJim Marous Owner & Publisher of Digital Banking Report, Co-Publisher of The Financial Brand USA
8:40
Investments in FintechDemonstrating how banks can directly shape their own futures by helping their customers achieve success in theirsRaymond Davis Chairman Emeritus Umpqua Bank/Pivotus Ventures USA
9:10
The Bank CEO Perspective: “Fintegration”How Citibank has forged its path in integrating its Fintech efforts with collaborative approaches with multiple layers of players in the Fintech spaceYolande Piazza Chief Executive Officer Citi FinTech USA
10:30
12 APRIL 2018
Implementing Fintech solutionsNew customer service solution that will permit consumers to communicate with providers through the Apple Message appKimarie Matthews Senior Vice President, Social Care & Capabilities Wells Fargo USA
9:40
Lunch break11:50
DELEGATE DIALOGUE: Citi FinTech, Umpqua Bank/Pivotus Ventures, Wells Fargo, USAA
11:00
Key learnings from the 2018 World Fintech Report Providing a unique perspective on the state of the Fintech industry, how its interaction with banking incumbents has developed to this point, and how it will continue to evolve over the coming years
Bill Sullivan Head of Global Financial Services Market Intelligence, Senior Director Capgemini Financial Services USA
13:00
www.efma.com/bankplusfintech
PROGRAM
FintechVisor announcementA brand new Fintech portal designed for bankers, enabling them to discover the best Fintech companies
Vincent Bastid Chief Executive Officer Efma France Services USA& Bill Sullivan Head of Global Financial Services Market Intelligence, Senior Director Capgemini Financial
13:25
12 APRIL 2018
Innovation and customer focusHow Bank of Montréal (BMO Financial Group) vets its potential Fintech partners and proceeds through proof of concept toward investment, and ultimately management of that investmentPurva Sule Director, Senior Relationship Manager Bank of Montréal USA
13:55
The future of credit for consumers: the QCash and Washington State Employees Credit Union StoryDelivering lower-cost short-term borrowing options for consumersBen Morales Chief Executive Officer QCash USA
14:25
DELEGATE DIALOGUE: Bank of Montréal, The Financial Brand, QCash14:55
Coffee break and networking15:10
Are telcos the next banks partnership: Jibun bank story, the N°1 mobile bank in the worldLevering bank branch network and telco expertise to offer new premium mobile experience and gain market share Kazuya Sakakibara Executive Officer, Payment Business & Product Development Unit Jibun Bank Japan
15:30
Wrap-up and end of day 1Jim Marous Owner & Publisher of Digital Banking Report, Co-Publisher of The Financial Brand USA
17:50
Networking reception with sponsors18:00
www.efma.com/bankplusfintech
PROGRAM
Bank + Fintech partnershipMercantile Bank + Abe.ai: success along both financial and demonstrative dimensions John Schulte CIO Mercantile Bank USA Keith Armstrong Co-founder & COO Abe.ai USA
16:00
Bank + Fintech partnershipBank of Montreal + SpringFour: success along both financial and demonstrative dimensions Purva Sule Director, Senior Relationship Manager Bank of Montréal USA Rochelle Gorey Co-founder, CEO & President SpringFour USA
16:30
Bank + Fintech partnershipRadius Bank + Alloy: success along both financial and demonstrative dimensions Mike Butler President & CEO Radius Bank USA Tommy Nicholas CEO Alloy USA
The Fintech StoryBackbase: connecting cores and Fintech solutions, seamlessly and seriously Jason Peoples Director of Strategic Partnerships Backbase Netherlands
17: 30
17: 00
13 APRIL 2018
TALK WITH CHRIS SKINNER9:20
Welcome coffeePete Soraparu Senior Advisor Efma
8:45
Keynote presentation: the observer’s perspectiveThe push toward Open Banking and Open APIs is interesting at the regulatory level, especially as it relates to data sharing with trusted third parties; a potential drag, though, is consumer lack of trustChris Skinner Non-Executive Director 11:FS United Kingdom Chris will offer and sign the first 50 copies of his latest book, ‘Digital Human’. Make sure to join him at the welcome desk on day 2, lunch time!
8:50
The regulatory perspective: encouraging Banks + Fintech partnershipsHow the Mobile Payments Industry Workgroup (MPIW) facilitates interaction between and among banks and other financial services providers, merchants and Fintech companies
Marianne Crowe Vice President The Federal Reserve Bank of Boston United Kingdom
9:35
Coffee break and networking10:30
The Established Fintech PerspectiveIn today’s marketplace, it doesn’t often take long to progress from start-up through early stage to incumbent in the Fintech space. Two of the best-known incumbents in today’s Fintech ecosystem chat about their respective journeys and how they have established themselves as reliable partners for bank and other financial services providers James Allgrove Head of US East Coast of Stripe Stripe USA& Andrew Boyajian Head of Banking, North America Transferwise USA
10:45
Forging Fintech partnerships How Rainmaking Colab helps mature market corporates engage with startups and address real business challenges Helene Panzarino Managing Director Rainmaking Colab UK
12:05
www.efma.com/bankplusfintech
PROGRAM
REGULATORS/FINTECHS FACEOFF: Alloy, Finance Montréal, OCC, The Federal Reserve Bank of Boston, Radius Bank
10:05
The Fintech ForumStart-up and early stage Fintech companies gather to discuss their challenges, opportunities and successes in determining market needs, approaching and partnering with financial services providers to deliver their solutions and include delegates in this interactive forumAtish Davda Founder,CEO EquityZen USAAssaf Binstock CEO & Co-Founder BeeEye IsraelAssaf Pilo Vice President Sales SecuredTouch IsraelEric MacNicoll Executive Director Financial Services Industry Exagens CanadaInaki Berenguer CEO and Co-Founder CoverWallet USA
12:30
The Digital Squeeze: How Banks will Survive Uncommon Digital ThreatsThis session will lay out the three options that banking executives face: Win like Amazon, win with Amazon, or lose. We’ll look at what this means at a strategic, brand level, and we’ll extend this thinking to the broader question of platformification Peter Wannemacher Sr.Analyst Forrester USA
11:35
PROGRAM
13 APRIL 2018
www.efma.com/bankplusfintech
3 ENJOY THE BIG APPLE Discover New York, this international hub and
ever-growing financial hub
1NETWORK WITH PEERS Meet with high level participants representing all parties of the
Bank + Fintech ecosystem 2 CONNECT WITH FINTECHS
Discuss with Fintech representatives attending the event and establish
new connections
WANT MORE FROM THIS EVENT?
13:45
Lunch and end of the event13:50
Closing comments
www.efma.com/dubai18RETAIL BANKING SUMMIT IN MIDDLE EAST PARTNERS
12-13 APRIL
2018
www.efma.com/bankplusfintech PARTNERS
COUNCILS
Open to non Efma members
Members: 36Countries: 12www.efma.com/ insurancecouncil
INSURANCE COUNCILOPERATIONAL EXCELLENCE COUNCIL
When and where are the next meetings taking place? 22 - 23 March 2018
National Bank of Greece Athens
November 2018TBC
Members: 45Countries: 16www.efma.com/ smecouncil
SME COUNCILPHYSICAL CHANNELS COUNCIL
What are the topics of the Efma councils?
Members: 62Countries: 20www.efma.com/ digitalchannelscouncil
DIGITAL CHANNELS COUNCILAFFLUENT AND PRIVATE BANKING COUNCIL
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 250 members from 40 countries.
Members: 33Countries: 17www.efma.com/ affluent&privatecouncil
Members: 38Countries: 21www.efma.com/ physicalchannelscouncil
Members: 36Countries: 19www.efma.com/ operationalexcellence-council
11 - 12 June 2018 Crédit Agricole
Paris
Industry expert presentation
Industry expert presentation13.15Workshop14.15
Key takeaways16.45Visit (branch, innovation lab, digital space...)16.00
15.00 Break & networking15.30
8.30 Welcome & introductionPresentation by the hosting institution 9.00
Collaborative session 11.3011.00 Break & networking
Lunch12.15
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: 9499
What does the meeting programme 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, with the exception of the Insurance Council. 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 [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:
Collaborative sessionsIndustry expert presentations
WorkshopsOut of the box sessions: Fintech; visits, etc.
An informal gathering the eveningbefore the meeting
A global non-profit organisation, established in 1971 by banks and insurance companies, Efma facilitates networking between decision-makers. It provides quality insights to help banks and insurance companies make the right decisions to foster innovation and drive their transformation. Over 3,300 brands in 130 countries are Efma members.
Headquarters in Paris. Offices in London, Brussels, Barcelona, Stockholm, Bratislava, Dubai, Milan, Montreal, Istanbul, Beijing and Singapore.
CONNECTSHARELEARN
INNOVATE
Efma l 10 boulevard Haussmannl 75017 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