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Program (English)

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23rd WSBI GRULAC Annual Meeting

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Venue: Sheraton Hotel & Convention Center | Lima, Perú


 “Digitis​ed retail banking anywhere, anytime and anyhow​"

 
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, PresidentFederación Peruana de Cajas Municipales de Ahorros y Crédito​
  • Chris De Noose, WSBI Managing Director
  • Diego PrietoPresident of the WSBI Latin America and the Caribbean Regional Group and President of Banco Caja Social, Colombia

​09.00-09.30
Keynote: “Financial inclusion and digitised revolution"
Mariela Zaldívar ChaucaDeputy Supervisor of Market Conduct and Financial Inclusion (SBS)

​09.30-10.00
 Exchange of views​ moderated by Diego Prieto, President of the WSBI Latin America and the Caribbean Regional Group (GRULAC) and President of Banco Caja Social, Colombia
  • Mariela Zaldívar ChaucaDeputy Supervisor of Market Conduct and Financial Inclusion (SBS)
  • Chris De Noose, WSBI Managing Director
  • ​Jorge Solis, PresidentFederación Peruana de Cajas Municipales de Ahorros y Crédito​

​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

Digital transformation 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. In banking this is even more so, as it is a highly regulated industry. Likewise, it is very important for the leadership of financial institutions to support the transformation of the bank. It is also imperative that any kind of transformation is handled in a 360º dimension of the financial institution. It is a matter of the different teams (human resources, legal, integral risk management, audit, to name a few) working together to build a digital strategy that works both for the customer´s convenience as well as to ensure customer´s protection and data security in a highly connected digital financial services environment. The session will review and rethink leadership, business models and the way things are done, whilst also bringing the double bottom line dimension.

Moderator: Joel Siancas Ramírez, President of Caja Sullana, S. A., Peru

  • Isabella Frey, Group Product Owner George Go, BeeOne GmbH, The digital innovation unit of Erste Group, Austria
  • Mario Rojas, General manager , Caja de Ahorros de Panamá
  • Numa Arellano, Socio de consultoría para la industria financiera (FSO) en EY Perú

12.00-13.00
Lunch
13.00-14.30
 Session 2: Banking customers anywhere, anytime and anyhow

Ominipresence is the new normal when it comes to banking, says Chris de Noose, WSBI's Managing Director. Financial institutions seek to become more efficient by leveraging their performance with the help of technology. There has been a strong shift to digital platforms to interact with customers. Mobile is more and more taking the lead. In the process of transformation, we not only change the way products are designed and brought to the market, but also how banks are dealing with innovation itself in terms of process, whilst becoming a more digital business. To reach the customer on their preferred interaction with financial services, banks are resorting to big data, artificial intelligence, APIs and open banking at large, e-identity, biometrics, digital on-boarding, to name a few trends. The continued revamp of the back office is a must as the demand is high and customers banking needs are evolving fast. This session will look into how these back-office banking trends are used to optimise customers experience and services. Panellists will also share their experiences of obstacles and opportunities to meet this challenge, not to mention the mission of financial and social inclusion of the most vulnerable segments.

Moderator: Sonia ArenazaRegional Lead, Latin America and the Caribbe​an at Better Than Cash Alliance (BTCA), USA/Peru ​​

  • Yolanda Cue Lopez, Deputy Managing Director for Financial Inclusion, BANSEFI, México

  • ​Dario León, Gerente de Servicios Corporativos, Federación Peruana de Cajas Municipales de Ahorro y Crédito (FEPCMAC), Perú
  • Martijn van Rooij, CFO y jefe de desarrollo de negocios, Above and Beyond (A&B) 
  • Felipe Vasquez de Velasco D., General Manager​, Pagos Digitales Peruanos (PDP), Perú

14.30-16.00
 Session 3: Transformation of the branch in the digital world

Having the two previous sessions in mind, inevitably the branch´s role is deemed to evolve. This implies rethinking the use of bank branches, while achieving deep knowledge on the behaviour of our customers. Is not a matter of losing face to face contact, but rather to enable customers to initiate any kind of request remotely, even if this is something as simple as an appointment at the branch. People are rapidly changing the way they interact with financial services. Customer need to feel in control of their banking relationship and be confident that there is person behind the banking relationship every step of the way, if desired. This session will explore a series of best practices from our members and experts to illustrate this evolution. It will also address how we maintain an innovative service offering for both current and future generations.

Moderator: Joan Rosás XicotaHead of Relations with International Institutions, CaixaBank, Spain​

  • Ole Morten Geving, Director, Finans Norge, Norway
  • Emilio Vélez, Gerente General de la filial Microempresas Asesorías Financieras, BancoEstado, Chile

16.00 – 16.30 
Coffee break
​16.30-17.45
Session 4: WSBI Institutional Agenda
  • WSBI Achievements and Perspectives presented by Chris De Noose, WSBI Managing Director

  • 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
Celebratio​n of the WSBI World Savings Day and closing remarks
  • Chris De NooseWSBI Managing Director
  • ​Jorge Solis, President, Federación Peruana de Cajas Municipales de Ahorros y Crédito

18.30-22.00

Gala dinner hosted b​y the FEPCMAC​