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PARTICIPANT BOOKLET
#EfmaSME18
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
13 JUNE 2018
SME BANKING SUMMIT PROGRAM
Welcome coffee and registration
Coffee break and networking
8.15
11.00
9.25
9.00
9.50
The CX afterthought: why your SME & private banking clients suffer
Cornel 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 Executive Director DBS Bank Singapore & Cornel Dixon Head of France Backbase Netherlands & Philippe Wallez Managing Director, Retail & Private Banking ING Belgium
10.40INTERACTIVE PANEL DISCUSSION: Best practices to leverage synergies between SME and affluent customers
New Rules in the game: Opportunities and challenges, winners and losers, global leaders and local challengers
www.efma.com/sme18
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
Why 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 Growth Manager Penta Germany
13 JUNE 2018
SME BANKING SUMMIT PROGRAMwww.efma.com/sme18
Lunch and networking12.45
From standardized segments to individualized trigger based service
Meeting different behavioral groups within SME Predictive analytics: prospecting in existing customer base
Complexity of customer needs: Bring in Omni channel experience with focus on handling advice Excellent UX is key in a standardized world with transparent prizing Customers’ demands based on innovation an solutions inspired from other industries
Per Skargren Head of Corporate, Swedish Bank Swedbank Sweden
11.30
Traditional values - Innovative thinking New thinking: From product to purpose New doing: Data-driven customer experiences New future: From capitalism to shared value
Josephine Baliah Head of Client Experience Design Rand Merchant Bank South Africa
11.55
Supporting SME’s through Innovation Entrepreneurial mind-set - learning from our customers Supporting working capital through joint venture partnership with Kabbage International trade portal to connect SMEs
Sue Douthwaite Managing Director, Business Bank Santander UK
Holvi & e-Residency partnership – Borderless business banking meets borderless nation Setting up an e-commerce store in a few clicks Monitoring cash flow & electronic invoicing Generating powerful reports to facilitate monitoring of how the business is doing and what’s next Everything in real time
Arnaud Castaignet Head of Public Relations e-Estonia Estonia
14.00
14.30
Renaissance, SME Banking 3.0: Divide, Delight and Monetize with Ultimate CX
Fintegration and Coopetition: partnerships beyond banking to simplify SMEs daily work
Chairman: Ken Burke Managing Director/CEO (AIB Mortgage Bank), Group Head of Mortgage Business & Credit Products Allied Irish Banks Ireland
Simla Unal SME Advisor BNPP IRB Retail & SME BNP Paribas International Retail Banking France & Josephine Baliah Head of Client Experience Design Rand Merchant Bank South Africa& Emire Ilçin Selin Oz Co-founder at GarantiPartners Turkiye Garanti Bankasi Turkey& Ivan Maryasin Senior Growth Manager Penta Germany
12.20INTERACTIVE PANEL DISCUSSION: Niche is nice: women entrepreneurs, start-uppers, agricultural SMEs and ways and reasons to serve low profit customers
13JUNE 2018
SME BANKING SUMMIT PROGRAMwww.efma.com/sme18
End of day 1 - Cocktail party18.00
Digital Business Bank Pros and cons Capitalizing on existing infrastructure Risk and reward
Rohit Garg Senior Vice President, Head of Business Banking, MENA Region Mashreq Bank UAE
How to stay an SME Banking leader in a digital transformation environment? Our vision: Innovating in SME banking is “simplicity, reactivity and efficiency” Our methodology: “if you can dream of doing it you can do it”. Digital sprint! Our challenge: to become a growth partner for our SME customers
Thuy-Quoc Hoang-Co Head of SME-Corporate Ingineering Banque Populaire (BPCE Group) France
Challenges and opportunities in the path to a full digital banking experience Cross-channel strategies to build a long-lasting digital relationship with the entire customer base Mobile developments that really create value and reduce costs
Marcelo Toledo Digital Strategy for SME Manager Banco Itau SA BrazilMariana Foloni Digital Business for SME Superintendent Banco Itau SA Brazil
16.15
16.40
17.05
Strategy & rising technology: Digitize & Grow – addressing digital needs by reducing costs
Coffee break and networking15.45
Creating SME communities Approaches to facilitating engagement by users Tactics to transform engagement into sales opportunities for the bank
Etienne Vauchez CEO Export Entreprises France
15.30
SME engine of growth How to boost SME business performance with solutions beyond traditional banking How new industrial revolution can impact SME operations Helping you helps me: fuel SME growth through profitable business models
Luis Rodriguez Chief Product Officer Strands Spain
15.00
14JUNE 2018
SME BANKING SUMMIT PROGRAM
Welcome coffee
Coffee break and networking
8.00
10.15
Ideabank: building an ecosystem to become Love brand for SMEs
Tomasz Gorski Member Of The Management Board Idea Bank Poland
8.30
How to extend “Beyond Banking” to enhance customer value Business registration and incorporation Integrated invoicing and accounting in online banking Performance monitoring via curated business apps
Jason Storsley Vice President, Small Business Royal Bank of Canada Canada
8.55
The key to a digital service model is ensuring our services reflect our customers and not ourselves Technology allows us to scale the complex services to SME customers Going from value based segmentation to needs-based/behavioural segmentation Customer journey approach: aids in prioritization and links to third parties, while improving customer experience
Dorthe Jensen Head of Digital Channels and CX Danske Bank Denmark
Transformation in SME Banking The digital transformation of business and client usage Digital vs Human touch - who will be the winner? Should we necesarily transform our business only with digitization? The transformation should start from client Best practice sharing from BNPP Group
Devrim Ziya Tavil Head of SME Banking BNP Paribas France
9.20
10.45
Jason Storsley Vice President, Small Business Royal Bank of Canada Canada& Genevieve Fry Business Consultant - Digital Channels Danske Bank Denmark & Tomasz Gorski Member Of The Management Board Idea Bank Poland
9.45INTERACTIVE PANEL DISCUSSION: Ecosystem example for SME Bankers as a growth engine to introduce new services into the value proposition
Small is beautiful, Small is powerful: building an ecosystem to become “Love brand for SMEs”
SME Banking transformation: AI, robotics, PSD2 and Blockchain’s impact on value management, personalization and the credit life cycle of customers
www.efma.com/sme18
Using Artificial Intelligence in SME lending New approaches to SME lending Lead generation using a combination of data sources Using Artificial Intelligence to improve profitability Early warning methods using big data
Gábor Gyorfi Regional Sales Director Loxon Solutions Hungary
11.10
Chairman: Tomasz Gorski Member Of The Management Board Idea Bank Poland
14JUNE 2018
www.efma.com/sme18
Lunch and networking12.15
Nordea Business & Culture Transformation Fintechs: from threat to enablers Nordea Open Banking How a culture transformation is enabling business transformation
Stefan Andersson Head of Business Banking - Nordea Sweden Nordea Bank Sweden
11.25
Industrialising and unlocking value in SME banking Key highlights from the Global BCG corporate banking benchmarking 3 silver bullets to boost revenue and productivity in SME: Automation of clients commercial pitches with AI Smart Pricing for Loans, from a cost + to a valued based approach New value added services and revenue streams for SME driven by PSD2
Stefano Valvano Partner & Managing Director BCG Italy
11.50
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
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
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
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 processesSandy Vaci Managing Director Bay Devonshire UK (Former Chairman Credit Bank of Moscow, Former CRM Director, Citibank EMEA)
13.30
14.00
14.15
14.30
15.00
New ideas generation: customer engagement, online tools, data harvesting, pricing
End of conference15.30
Coffee break and networking
SME BANKING SUMMIT PROGRAM
www.efma.com/sme18
SME BANKING SUMMIT PARTNERS
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
