Asian Banking Forum: East Asia Digital Transformation in Retail Banking

Transcription

1 Asian Banking Forum: East Asia Digital Transformation in Retail Banking Ensuring profitability of customer engagement strategies in the face of disruptive competitors We are proud to launch the only event to support retail banks in the tactical transformation of their business internally in order to engage customers externally. This exciting, unique event will focus on how banks can smoothly undergo transformation to meet the ever-growing needs of their customers. Speakers for 2016 include: Aditya Menon, Managing Director, Global Digital Strategy, Citi Beril Shen, Head of Digital and Channel Management, Head of Transaction Banking, ANZ HK Michael Leung, Chief Information and Operations Officer, China Citic Bank International Paul Wan, Chief Information Officer, Hong Kong, Standard Chartered Sriram Srinivasan, Head of Digital Platforms and Channel Operations, HSBC Kenneth Tsin, Head of Channel Management & Operations Department, The Bank of East Asia Ltd David Rosa, Chief Executive Officer, Neat Ltd Masato Kaneda, General Manager, Incubation Projects, Mizuho Bank Kashif Gaya, Head, E-Banking & Digital, Faysal Bank Jose Manuel Mateu de Ros, Managing Director, Retail & Commercial Banking, Santander Asia HuiHui Li, President, Global Business Management, China HengFeng Bank Ralph Chan, Vice President, Strategic Planning, Transformation, Technology & Operations, DBS Maya Nakhdjavani Rao, Global Customer Experience, HSBC Michelle Lee, Deputy General Manager, Data Management & Digital Banking, Bank of China HK Rong Tao, General Manager, Personal Banking, China Zheshang Bank Hal Bosher, CEO, Yoma Bank Douglas Arner, Professor, Faculty of Law, University of Hong Kong Janos Barberis, Founder, SuperCharger & FinTech HK For sponsorship opportunities contact: Rizwan Qayum For programme enquiries contact: Kieran Prior

2 Time ASIAN BANKING FORUM DIGITAL TRANSFORMATION IN RETAIL BANKING DAY 1 Wednesday 28 th September 2016 Hong Kong 08:10-08:50 Registration 08:50-08:55 Chairman s opening remarks 08:30 08:55 Keynote Presentation: Considering practical approaches to digital innovation and transformation in banking to explore its impacts on society Exploring different aspects to innovation; considering technology, strategy and mind-set as methods to improve digital transformation Identifying how companies to involve consumer perspectives to ensure effective innovation approaches are taken Speaker: Michael Leung, Chief Information and Operations Officer, China Citic Bank International 08:55 09:25 Outlining the changing viewpoint of customers to truly identify what their needs are to define strategies for your customer-centric approach to retail banking Identifying who exactly is your customer in a fast-changing customer landscape to understand their banking preferences to promote profitability Considering how customers needs are changing to pinpoint where banks can make an effective impact on the use of retail banking channels Speaker: Maya Nakhdjavani Rao, Global Customer Experience, HSBC 09: Business Meeting 1 10: Session reserved for ISID Business Meeting Morning break and refreshments Considering approaches to truly become a customer-centric digital bank 11: Session reserved for Jing King Tech Business Meeting 3 11:35 12:05 Case Study: Leading an agile transformation initiative; exploring what it really means to be digital Highlighting challenges faced during the HSBC experience and discussing strategies taken to overcome these Considering what next steps are; thinking further on from early level digital transformation to ensure continued profitable customer engagement in the future Speaker: Sriram Srinivasan, Head of Digital Platforms and Channel Operations, HSBC

3 12:10-12:40 Session reserved for Quantified Session reserved for Energize Global Business Meeting 4 12:40 13:50 Lunch and Networking 13:55 14:25 Considering the advent of FinTech 3.5 Exploring opportunities and limitations in China Looking into the role of disrupting companies on customer perceptions to see how this effects more traditional banks Exploring how regulators are reacting to this fast-paced environments to identify how new policies will impact financial institutions Speaker: Douglas Arner, Professor, Faculty of Law, University of Hong Kong Business Meeting 5 Leveraging collaboration with FinTech to explore different business models and strategies and enable digital transformation 14:25-14:55 Outlining the need for executive management to embrace the need for spending on digital transformation Detailing where budget must be allocated and where costs can be streamlined to ensure the most cost-effective path to innovation is taken Speaker: HuiHui Li, President, Global Business Management, China HengFeng Bank Case Study: Explore the launching of digital branches to meet the increasing demand for novel banking channels for the modern customer 15:00-15:30 Incorporating new technologies to expedite customer transactions and requests whilst providing paperless application processes Considering approaches to ensure that digital branches are accepted by all types of consumer Speaker: Kenneth Tsin, Head of Channel Management & Operations Department, The Bank of East Asia Ltd Exploring the impact of non banking competitors on the retail banking landscape 15:35-16:05 Afternoon Break & Refreshments Business Meeting 6

4 16:10-16:40 Friend or Foe? Promoting the idea of improved collaboration with non-banking competitors to provide customers with a holistic multi-channel approach to banking Developing strategies to work with rather than against banking disruptors; ascertaining where each party can provide expertise and technology to improve the overall customer experience Highlighting the fact that the customer cares little for who their bank in, and instead care for ease of usability Speaker: Masato Kaneda, General Manager, Incubation Projects, Mizuho Bank Business Meeting 7 16: Exploring how FinTech is forcing banking to a tipping point Identifying how digital disruption is the way forward to meet the requirements of the changing landscape Investigating the current digital banking ecosystems; exploring players, vendors and approaches Speaker: Aditya Menon, Managing Director, Global Digital Strategy, Citi 17:15-17:45 Case Study: Exploring the role of mobile banks as a way of keeping up with customer habits and requirements Considering how banks can not only learn from each other, but more importantly work together to improve overall customer engagement Developing strategies for effective integration of novel technologies and process across banks to enable this as the norm that customers are beginning to expect Speaker: David Rosa, Chief Executive Officer, Neat Ltd 17:45-17:50 Chairman s Summation and end of day one Networking Drinks Reception

5 Time ASIAN BANKING FORUM DIGITAL TRANSFORMATION IN RETAIL BANKING DAY 2 Thursday 29 th September 2016 Hong Kong 08:00-08:35 Registration 08:35-08:40 Chairman s opening remarks Embracing new technologies to facilitate digital transformation 08:40-09:10 Keynote Presentation: Investigating digital transformation in the lending space as an opportunity for staying ahead of competition Identifying the lending space as an as yet untouched area for digital transformation to ascertain where banks can make a difference in this space Exploring different technologies available in this space to pinpoint where digital transformation in lending can be effectively implemented Speaker: Jose Manuel Mateu de Ros, Managing Director, Retail & Commercial Banking, Santander Asia 09:10 09:40 Panel Discussion: Considering the role of social media in regards to obtaining information about your customers needs and working with Big Data in this way to promote profitability Ensuring regulations are completely understood to ensure compliance whilst making the most of customer data Developing processes to allow customers to engage with banks on a more tech-savvy level Speaker: Michelle Lee, Deputy General Manager, Data Management & Digital Banking, Bank of China HK 09:45-10:15 Business Meeting 8 10:20-10:50 Session reserved for Event Sponsor Morning Break & Refreshments 11:15 11:45 Exploring the importance of considering cyber security when moving forward with customer engagement and digital transformation Speaker: Paul Wan, Chief Information Officer, Hong Kong, Standard Chartered Business Meeting 9 11:50-12:20 Exploring different approaches to technology investment to ensure the right fit is found for your bank, your staff and your customer Identifying where technology needs to be Business Meeting 10

6 found externally and where technology service providers need to be found Ensuring an order of investment is considered by prioritizing where costs should be allocated and when to ensure an effective digital transformation timeline Speaker: Kashif Gaya, Head, E-Banking & Digital, Faysal Bank Lunch and Networking Exploring the customer perspective on novel technologies 13:25-13:55 Business Meeting 11 14:00-14:30 Exploring customer experience innovation and personal banking in China Sharing experiences within China Effectively promoting novel technologies to ensure customers are aware of all approaches so they can find their preferred channel for engagement Speaker: Rong Tao, General Manager, Personal Banking, China Zheshang Bank 14:30-15:00 Session reserved for Event Sponsor 15:00-15:30 Myanmar Case Study: Identifying where customer experience can have maximum impact in this new market Considering the role of technology in this new market to see where impact can be most effective to customer experience Identifying customer viewpoints on technologies to discover how eager this market are to embrace them Speaker: Hal Bosher, CEO, Yoma Bank 15:30-16:00 Digital entrepreneurship in action a DBS Case Study Exploring DBS strategy to punch above its weight across the region by thinking big and being bold in driving innovation Accelerating transformation through direct interaction with start-ups and creating a broader ecosystems of cross industry players Speaker: Ralph Chan, Senior Vice President, Strategic Planning, Transformation, Technology & Operations, DBS Bank (HK) Limited 16:00-16:10 Chairman s Summation and close of Forum