Customer Engagement, Data & Partnerships – How to get the most out of new technologies?

 Innovation workshop in São Paulo & 10th GRULAC Steering Committee

21-22 March 2019

Venue: Espaço JK, International Plaza - Av. Pres. Juscelino Kubitschek, 1327 - Itaim Bibi, São Paulo - SP, 04543-011, Brazil​


Join us for the Innovation Workshop in Sao Paulo, home of a highly active financial sector and the biggest in the Latin America and Caribbean region. Brazil also ranks as the largest Fintech (Financial Technology) hub of Latin America, after the birth of over 188 new start-ups active in Fintech in the past months. Innovation in banking and the FinTech ecosystem in Brazil is driven by strong growth in the segments of Digital Banking, Trading and Capital Markets, Loans and Insurance. Key Workshop topics will include how to take the best from new technologies and set up useful collaborations to deepen the customer relationship, build customer centricity & engagement. The workshop will also feature a deep dive session on digital onboarding & authentication, and much more. What to expect? Read more about previous events here (Brussels) & here (Hong Kong).  

WEDNESDAY, 20 March 2019

Welcome dinner​

Address: R. Dr. Renato Paes de Barros, 65 - Itaim Bibi, São Paulo - SP, 04530-000, Brazil

THURSDAY, 21 March 2019

​From 08:00​
Registration & Networking Coffee​
​Opening & Welcome
  • Opening by Diego Prieto, GRULAC Chairman and President of Banco Caja Social (Colombia) 
  • Introduction to the Day & Setting the Scene – Natalie Staniewicz, WSBI ​
​Leveraging open innovation and data to improve customer experience

Digital journey, outcome and learnings, insights into data (AI, analytics, data management…) and open innovation programmes 
  • Alexandre Riccio, VP and Director of Investors Relations, Banco Inter
Following a Guided Exchange on Participants’ Experiences and Best Practices (+/- 15 minutes)
From disruption to collaboration, fostering collaboration between banks and Fintech Startups to remain customer centric

Going beyond the pitching stage, overcoming hurdles, how to foster collaboration and making it happen?
  • José Flavio P., Founder Nuveo Digital Transformation Specialists​Insights from other industries
Following a Guided Roundtable Exchange on Participants’ Experiences and Best Practices (+/- 15 minutes)
Coffee Break
Regulatory snapshot: policy perspective on regulation fostering innovation and financial technology​
  • Aimée Suarez, Senior Adviser, International and Institutional Relations WSBI​
Breakout Session: Workgroup Discussions 

Participants will split into workgroups and will be given a specific disruption area / business segment to discuss in depth – which trends are affecting banking, challenges that need to be overcome for innovation to thrive and steps ahead to provide customers with value-added offers​​

  • Roundtable 1: Bank – Startup Collaboration, Facilitated by Fedecrédito, Ernesto Pacheco​
  • Roundtable 2: Bank – Bank Collaboration, Facilitated by GRULAC presidency, Diego Prieto Rivera, Banco Caja Social​
  • Roundtable 3: How to develop better customer engagement? Facilitated by Strands, Albert Morales​
  • Roundtable 4: Regulatory: How can Policy foster Innovation? Facilitated by BCEE, Joseph Delhaye​

How to create customer engagement and centricity – which services to build for customers and how to get better insights on their needs?

Channels, customer insights and targeting, creating engagement and relevant offers, partnerships and open banking.
  • Javier Mas, Head of Marketing, CaixaBank
  • Paulo Bissacot, IT Governance Superintendent, Banco Original
Following a Guided Exchange on Participants’ Experiences and Best Practices (+/- 15 minutes)
Deep dive session on digital onboarding and authentication​

Reaping new opportunities of digital identity (e-KYC, biometrics) to enable better customer engagement while ensuring a regulatory enabling environment and security
  • Joseph Delhaye, Senior Vice President and Head Legal, BCEE State Savings Bank of Luxembourg
  • Marcus Vinicius de Carvalho, Center for the Prevention of Money Laundering and Terrorist Financing of the General Superintendence (PLDFT/SGE), Comissão de Valores Mobiliários (Brazilian Securities Exchange Commission)
  • Paulo Felipe Oliveira Antonio, Architecture Superintendent, Banco Original​
Following a Guided Exchange on Participants’ Experiences and Best Practices (+/- 15 minutes)

Wrap-up & Closing​

Address: Av. Angélica, 2529 - Bela Vista, São Paulo - SP, 01227-200, Brazil

FRIDAY, 22 March 2019 (only for GRULAC members)

GRULAC Steering Committee