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PARTICIPANT BOOKLET
#EfmaAPB18
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
www.efma.com/affluentprivate18
13 JUNE 2018
AFFLUENT AND PRIVATE BANKING SUMMIT PROGRAM
Welcome coffee and registration
Coffee break and networking
8.15
11.00
9.50Why business banking sucks and how Penta is changing that 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
Ivan Maryasin Senior Marketing Manager Penta Germany
9.25
9.00
The CX afterthought: why your SME & private banking clients sufferCornel Dixon Head of France Backbase Netherlands
10.15
Cross-lead generation Same RM or different RMs for personal and business banking matters? Pros and cons Product bundling
Evy Theunis Senior VP DBS Bank Singapore
& Philippe Wallez Managing Director, Retail & Private Banking ING Belgium & Cornel Dixon Head of France Backbase Netherlands
10.40INTERACTIVE PANEL DISCUSSION: Best practices to leverage synergies between SME and affluent clients
New Rules in the game: Opportunities and challenges, winners and loosers, global leaders and local challengers
There is only one relevant issue: a better customer experience! 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
Philippe Wallez Managing Director, Retail & Private Banking ING Belgium
The New World Order 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
partnerships) Reviewing the established and emerging best practices in SME and Private & Affluent Banking
Qamar Saleem Global Lead SME Banking Practice International Finance Corporation (USA) Turkey
www.efma.com/affluentprivate18
13 JUNE 2018
AFFLUENT AND PRIVATE BANKING SUMMIT PROGRAM
Lunch and networking
Questions and Answers
12.45
12.25
DBS, digital as a business 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
Evy Theunis Executive Director DBS Bank Singapore
11.35
Upscale client experience, delivered digitally
Robo rising
Channel preference vs digital deliveryMalin Hlawatsch Head of Private Swedbank Sweden
The Voice of the Market… and what does it whisper? 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 differentiationPeter Schramme Chief Business Development Officer Objectway Belgium
12.00
15.00
Indosuez Wealth Management and Capgemini: The Power of Partnership 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
Pierre Dulon Directeur des Systèmes d’Information, France Crédit Agricole Corporate & Investment Bank France Elias Ghanem Vice President Fintech Continental Europe Capgemini Spain
14.00
Coffee break and networking15.30
www.efma.com/affluentprivate18
13 JUNE 2018
AFFLUENT AND PRIVATE BANKING SUMMIT PROGRAM
End of day 1 - Cocktail party17.30
Catering to different types of client behavior
Merkaat, the market watcher for affluent clients What is Merkaat? Is Merkaat a Roboadvisor like the others? Why is it so convenient for affluent clients? The making of Merkaat
Silvia Cunill Calvet Innovation, Marketing & New Channels Division Director, Member of the Executive Committee Crèdit Andorrà Andorra
Is traditional Private Banking (advisory) the hot new thing? The world is changing - Or is it? What do clients really want?
Martin Gregor Schuricht Managing Director - Private Banking Nykredit Denmark
Positioning of MCB private banking in Mauritius Context – Why MCB and why Mauritius? Evolution of MCB private banking MCB private banking value proposition and uniqueness Our growth strategy Key enablers
Didier Merle Head of Private Banking MCB Mauritius Commercial Bank Mauritius
17.00
16.00
16.30
www.efma.com/affluentprivate18
14 JUNE 2018
AFFLUENT AND PRIVATE BANKING SUMMIT PROGRAM
Welcome coffee
Coffee break and networking
8.15
10.15
Understanding clients and helping clients understand: insights from behavioral finance 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
Meike Bradbury PhD, VP Robo Advisory Credit Suisse Switzerland
8.30
9.00
9.30
Valore Insieme: Intesa Sanpaolo’s new fee based advisory service 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
Luca Facchini Provera Head of Affluent Segment, Marketing Intesa Sanpaolo Italy
10.45
Behavioral finance explained
User Experience taylored to affluent segments
What is true UX in wealth management all about – employee and customer perspective 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
Anna Sacha Business Solutions Consultant Comarch Poland
11.15
A “postal” affluent client 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
Federico Neri Head of Affluent Segment Poste Italiane Italy
11.40
From asset to relationship manager or how Raiffeisen Bank International (RBI) became MiFID-compliant 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
Alexis Car Executive Director, International Premium & Private Banking Raiffeisen Bank International Austria
Affluent & private clients asset management digitalisation How TreeTop did change its distribution model adding direct distribution in Belgium Digitalization as enabler to serve the full range of investors
Julien Palissot Project Manager TreeTop Asset Management BelgiumKurt Vanhee Director Professional & Customer Services Objectway Italy
www.efma.com/affluentprivate18
14 JUNE 2018
AFFLUENT AND PRIVATE BANKING SUMMIT PROGRAM
End of conference15.30
Refining your business model
WORKSHOP SESSION: 10-step plan to turn big data into a practical profit generator 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
modelling Self diagnostics for dig data readiness in 4 key areas: strategy, organisation, infrastructure and processes
Sandy Vaci Managing Director Bay Devonshire UK (Former Chairman Credit Bank of Moscow, Former CRM Director, Citibank EMEA)
14.30
Coffee break15.00
Lunch and networking12.10
Agile Transformation of the SME Segment 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
Sander Cansaver Head of SME Banking Product and Business Development, SME Segment Product Management and Business Development Manager Yapi Kredi Bankasi Turkey
13.30
New insight on Trade Finance products for SME – Digi Trade Digitalization of guarantees and letters of credit Simplified Bank’s backoffice processes
Marcin Kwilosz Product Manager Asseco Poland Poland & Marta Mroz-Sipiora Product Manager Asseco Poland Poland
14.00
Decentralised Lending and Financial Application using Smart Contracts 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.
Stani Kulechov Founder & CEO ETHLend Switzerland
14.15
www.efma.com/affluentprivate18
13-14 JUNE 2018
AFFLUENT AND PRIVATE BANKING SUMMIT PARTNERS
Backbase is a software company. We design products that improve the lives of real people. We have created the world’s leading lean cus-tomer experience platform. It has been designed to help you organize, create, and manage deeply relevant customer experiences across all channels, on any device to delight your customers, and deliver mea-surable business results. We believe that customer experience manage-ment is essential for today’s organizations to stand out from the crowd, stay relevant to their customers, and grow their business. Our mission is to help organizations transition smoothly into truly customer-centric businesses by adopting the outside-in approach that has worked so well for us and our customers. We believe that every enterprise will find success through customer-centric innovation.
FinTech Futures is a digital publishing platform for the worldwide fintech community. Our broad readership and solid reputation, combined with in-depth coverage across fintech on a worldwide scale, makes us the leading resource for technology buyers, sellers, developers, integrators and other specialists across the sector.
Founded in 1993 in Kraków, Poland, Comarch prides itself on being one of the leading software houses in Europe with over 5000 em-ployees worldwide and more than 3000 successful projects carried out for the largest international brands. With 20 years’ experience in the industry, Comarch Financial Services, a business sector within the Co-march Capital Group, specializes in developing sophisticated software and IT systems for major financial institutions in banking, insurance and capital markets.
Founded in 1990, Objectway Group is a leading provider of invest-ment management and digital software solutions to the worldwide financial services industry. Our omni-channel, omni-device software platform supports the rapidly advancing digital revolution within the wealth and investment management segment. Under the direction of CEO and founder Luigi Marciano, Objectway has seen steady growth since its inception, both organically and through strategic acquisitions, with revenues topping 60 million euros in fiscal year 2015. Our awar-ding-winning platform is the trusted choice of leading wealth and invest-ment firms across the globe—from EMEA to Canada to Central Ameri-ca. From offices in Italy, Belgium and the UK, Objectway’s roughly 500 employees support more than 100,000 investment professionals in 15 countries, who manage more than one trillion euros in wealth.
The Paypers is the Netherlands-based leading independent source of news and intelligence for professionals in the global payment commu-nity. Our products are aimed at merchants, payment services providers, processors, financial institutions, start-ups, technology vendors and pay-ment professionals and have a special focus on all major trends and de-velopments in payments-related industries including online and mobile payments, online/mobile banking, cards, cross-border e-commerce, e-invoicing and SEPA. We are also keen on keeping our readership informed with regard to online fraud prevention innovations and the most significant trends in the e-identity space.
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, Bracelona, Stockholm, Bratislava, Dubai, Milan, Montreal, Istanbul, Beijing and Singapore.
Efma | 10 boulevard Haussman 75009 Paris | France | Tel: +33 1 47 42 52 72 | Fax: +33 1 47 42 56 76 | [email protected] | efma.com
