​​​​WSBI-ESBG BUSINESS FORUM 

 

Retail Banking Reimagined Advice and Sales at the Digital Crossroads  

 

Barcelona (CaixaForum)  

21 & 22 September 2017  

 

Programme pdf. version​​ ​​​​​​​

Venue: CaixaForum, Av. de Francesc Ferrer i Guàrdia, 6-8, 08038 Barcelona, Spain

 

Thursday, 21 September 2017 

Moderated by: Ms Natalie Staniewicz, WSBI-ESBG            
Manager Innovations & Business Development  

 

8.30 – 9.00 Registration

 

9.00 – 9.10 Opening by Mr Chris De Noose, WSBI-ESBG Managing Director

 

9.10 – 9.30 Keynote Speech by Mr Antonio Massanell, Deputy Chairman, CaixaBank, and Chair of the WSBI-ESBG High-Level Group on Digitisation and Innovation

 

9.30 – 11.00 Session 1: Creating the advice model and client relationship of the future 

Inspirational Presentations on new branch concepts, branch profitability and performance, creating a seamless user experience by integrating traditional and digital channels and targeting the right channel at the right time. 

  • A New Way of Banking by Digitalisation and Transformation - Vincent Hui, General Manager and Head of Personal Banking division, The Bank of East Asia, Limited.
  • The Digital Branch & Lifestyle Banking - Hubert Knapp, Chairman, Fintech Solution Provider "Scale360".

11.00 – 11.30 Coffee Break

 

11.30 – 13.00 Session 2: Using AI, Big Data & Analytics to improve sales and banking services   

Insights into redesigning sales to meet the individual financial needs of customers, cross selling, AI (Artificial Intelligence), big data and digital tools to improve the commercial offer and sales. 

  • Digital intelligence meets Digital Business: A Cognitive Bank - how to make it real? - Glenn Brouwer, Director, IBM Watson Financial Services Solutions
  • Opportunities of big data & predictive analytics - Rajesh Kumar, Chief General Manager (Digital & e-Commerce), State Bank of India

13.00 – 14.00 Lunch 


14.00 – 15.00 Session 3: The new frontiers of API and open banking

Panel discussion highlighting the challenges and opportunities of APIs and open banking models. Understanding the implications on business model change, customer and third party interaction, payments disruption, consumer awareness and data protection.

On the panel:

  • Kirstine Nilsson, Head of Strategic Engagements & Relationships, GPCM,  Swedbank
  • Marten Nelson, Co-Founder & VP of Marketing, Token
  • Chris Scheuermann, Head of Partnerships, Figo​


15.00 – 17.00 Breakout Sessions 

You can participate in a discussion of your choice with an expert leading the conversation and kicking off with a presentation. The aim of this session is to gain insights and exchange opinions and experiences.

  • Session A: Rethinking your branch and channel strategy - better understanding and planning the commercial agenda and customer relationship 

Facilitator / Expert: Senior Representative, CaixaBank

  • ​Session B: How to integrate robotics and smart applications in your bank - opportunities and challenges 

    Facilitator / Expert: Bjørg Marit Eknes, EVP innovation and customer experience, Sparebanken Vest & Ole Morten Geving, Director, Sparebankforeningen/Finance Norway

  • Session C: Branch transformation & the new role of the bank staffr and advisor  


17.00 – 17.40 Outcome of Breakout Sessions

Presentation of outcomes - 10 min per workshop and additional time for Q&A


17.40 – 18.20 Innovation Spotlight 

A 10 minute rapid-fire presentation and pitch led by a financial institution, solution or fintech provider highlighting the latest in customer experience tools and technology.

  • ​Invisible and Relationship banking: a customer centric banking that connects people with retailers
    Oscar Sala, VP Product Strategy, Strands


18.20 – 18.30 Closing of Day 1

19.00 Networking Reception & Dinner

 

 

Friday, 22 September 2017

9.00 – 9.10 Welcome & Opening of Day 2


9.10 – 10.40 Session 1: Tapping into new services & changing business models 

Technology, customer behaviour and a trend of value chain unbundling are making new services and business models possible – this session will look ahead into new opportunities for financial institutions. 

  • Smart cities, digital platforms & new business models 
    Francesca Brí​a, Commissioner of Technology and Digital Innovation, City of Barcelona

  • The Ecosystem of Alibaba & Alipay - the Chinese app pioneer
    Tao Tao, Director of Business Development, Alipay EMEA

  • Augmented and Virtual Reality (AR & VR) & what it can bring to Financial Institutions
    Edita Bezegova, Consultant, Ecorys 


10.40 – 11.10 Coffee Break 


11.10 – 12.45 Breakout Sessions 

You can participate in a discussion of your choice with an expert leading the conversation and kicking off with a presentation. The aim of this session is to gain insights and exchange opinions and experiences.

  • Session A: Payments Disruption & Building a Payments Ecosystem
    Insights on CaixaBank’s payments ecosystem & Payments Innovation Hub 
    Facilitator / Expert: Joan Morlà, Global Head of Payments, CaixaBank 
  • Session B: Leveraging mobile banking to the fullest – digital onboarding, e-ID and seamless crosschannel experience
     Facilitator / Expert: Jalal Douame, Erste Group
  • Session C: Developing new business offers - going beyond the traditonal borders of banking & entering new business models
    Facilitator/Expert tbc


12.45 – 13.20 Outcome of Breakout Sessions

Presentation of outcomes - 10 min per workshop and additional time for Q&A


13.20 – 13.30 Closing and Conclusions of the WSBI-ESBG Business Forum by Chris De Noose, WSBI-ESBG Managing Director


13.30 – 14.30 Lunch