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​​Program of the 23rd Grulac Meeting​

“Profitability and social impact in the digitized retail banking”



THURSDAY, 28 SEPTEMBER 2017

07.30-08.30 Registration

08.30 – 09.00 Openning Ceremony
OPENING OF THE 23RD MEETING OF THE LATIN AMERICA AND THE CARIBBEAN REGIONAL GROUP OF THE WORLD SAVINGS AND RETAIL BANKING INSTITUTE (WSBI) 
  • ​Jorge Solis, President, Federación Peruana de Cajas Municipales de Ahorros y Crédito
  • Chris De Noose, WSBI Managing Director
  • Diego Prieto, Presidente, Grupo Regional América Latina y el Caribe del WSBI y Presidente de Banco Caja Social, Colombia.  

09.00-09.30 Keynote: “The role of savings and retail banking in socio-economic development”
Isidro Fainé Casas, WSBI Vicepresident and Fundación la Caixa President (Spain)

09.30-10.00 Discussion among WSBI members
PANEL DISCUSSION MODERATED BY Diego Prieto, President of the WSBI Latin America and the Caribbean Regional Group and President of Banco Caja Social, Colombia

10.00-10.30 group photo + coffee break
(ALL PARTICIPANTS: MEMBERS AND NON-MEMBERS)

10.30-12.00 Session 1: Innovating in culture and banking strategy
The financial sector is an industry of tradition and it is highly regulated. For some years the enormous forces of the market driven by technology are converging, generating a disruptive effect. In this context, it is very important for the leadership of financial institutions to support the transformation of the bank and to be very clear that in order to achieve this it is necessary to involve the teams of human resources, legal, integral risk management, audit, etc., to name a few. Digital leadership is less about a single person and more about bringing together a coalition of power, skills and vision that can jointly initiate the wave of transformation. The session will review and rethinking leadership, business models and the way things are done.

12.00-13.15 Lunch

13.15-14.30 Session 2: Back-office revamp: retail banking products and services in the digital age
Financial institutions seek to become more efficient by leveraging their performance with the help of technology. In this context, the analysis of whether these levels of efficiency can be achieved without modernizing the back-office or core banking system is increasingly relevant. In the process of transformation we not only changed the way the products are designed and brought to life, but also how banks are dealing with innovation itself in terms of process, whilst becoming a more digital business. In this session, panelists will share their experiences of obstacles and opportunities to meet this challenge. In a second phase, the panelists will share what services and products our customers expect from us and which distribution channels are the most appropriate in an increasingly digitized world, not to mention the mission of financial and social inclusion of the most vulnerable segments.

14.30-14.50 Introduction to Session 3: ​
From transaction office to advise shop - Reconditioning bank branches on a digitalized world

14.50-16.00 Session 3: Transformation of the branch in the digital world
People are rapidly changing the way they interact with financial services. It is increasingly common to use digital platforms to perform banking transactions. Banking agencies are spaces where clients come to seek advice, not only to make transactions. This implies rethinking the use of bank branches, while achieving deep knowledge on the behavior by segments of our customers. A series of best practices from our members and experts will illustrate this evolution. This session will also address how we maintain an innovative service offering for both current and future generations customers .

16.00 – 16.30 Coffee break

​16.30-17.45  Session 4: WSBI Institutional Agenda

WSBI Achievements and Perspectives presented by Aimée Suarez, WSBI Senior Advisor International and Institutional Relations for Latin America and the Caribbean
Discussion among members moderated by  Diego Prieto, President of the WSBI Latin America and the Caribbean Regional Group and President of Banco Caja Social, Colombia.

17.45 – 18.00 Celebration of the WSBI World Savings Day and closing remarks
  • Chris De Noose, WSBI Managing Director
  • ​Jorge Solis, President, Federación Peruana de Cajas Municipales de Ahorros y Crédito

18.30-22.00 Dinner Reception


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10TH INTERNATIONAL MICROFINANCE CONGRESS
29 SEPTEMBER 2016 | SHERATON HOTEL & CONVENTION CENTER | LIMA, PERU