AUSTRALIAN RETAIL BANKING SUMMIT 2018

Transcription

1 AUSTRALIAN RETAIL BANKING SUMMIT 2018 P a g e 1 Customers versus Commission Where s Your Focus? Tuesday 12 th and Wednesday 13 th June 2018 Grand Ballroom at the Four Seasons Hotel 199 George Street, Sydney NSW 2000 This agenda is subject to change #RFiGroupARBS For more information, please contact James Harradine, RFi Group on jharradine@rfigroup.com EVENT PARTNERS MEDIA PARTNERS

2 About RFi & Our Events RFi Group is a global business intelligence and media provider focusing exclusively on financial services. We specialize in data and information gathering, customer-based insight generation and business decision support for the world s leading financial service providers. With offices in San Francisco, Toronto, Washington DC, London, Hong Kong, Singapore, and Sydney, RFi Group consistently provides clients with tailored advice and independent intelligence relevant to their specific market needs. With a core focus on delivering insightful, valuable and actionable research within the banking sector both locally and internationally, RFi Group s offering covers retail, SME, corporate, and private banking. RFi Group produces over 100 key events throughout the year with an aim to produce quality interactive forums with insightful and relevant debate. We utilise our market insight to produce high-quality industry gatherings that provide attendees with both topical and thought-provoking sessions. Our events are aimed at senior level industry leaders and we secure both national and internationally recognised speakers. Australian Retail Banking Summit The Australian Retail Banking Summit 2018 is the 9th annual instalment of the conference and will focus on the ever-evolving retail banking offerings both here and abroad. This year, the conference will provide a holistic view of the retail banking market and a more valuable experience to delegates. Discussion will deep-dive into the execution of innovation both locally and globally, navigating regulation, look at payments in the new environment, how best to deliver a differentiated customer experience and how customer expectations are driving change in personal finance. Key themes: Executing innovation Digital identity Regulation: FSI, data, security, open APIs Driving deposits and funding the retail bank Evaluating the success of innovation hubs The impact of the NPP, mobile and platforms on payments Customer experience for the experience-loyal customer The banking culture shift Personal loans, credit and rewards schemes Big data and analytics winning the customer Who Should Attend? Senior Directors, executives and heads of retail banking Senior executives, heads and directors of customer experience Head and directors of lending - Mortgages and Personal Loans Head and directors of cards and payment processing Senior executives, heads and directors of digital and technology Heads and directors of branches, distribution, and product development Head and directors of marketing 2

3 Agenda Day One Tuesday 12 th June 2018 REGISTRATION 9:30 9:55AM Arrival tea and coffee WELCOME & OVERVIEW 9:55-10:00AM Julien Wilson, Commercial Director - AUNZ, RFi Group SESSION ONE: GLOBAL PERSPECTIVES AND LOCAL IMPLICATIONS Chaired by: Chloe James Group Media Director, RFi Group Brett King: Leading the Digital Revolution 10:00-10:30 AM Banking 4.0 Brett King, Founder and CEO of MOVEN, Amazon bestselling author, globally renowned commentator and respected speaker on the future of business Domestic Keynote: Innovate Innovate Innovate 10:30-11:00 AM Kate Cooper, Head of Innovation and Group Methodology, Westpac Banking Corporation Open Banking in Australia / XPRT 11:00-11:30 AM Life stage Customer need How will open banking change the retail banking landscape Are customers open to open banking? Threats and opportunities Alan Shields, Co-founder; Managing Director Consulting and Head of People and Culture, RFi Group Infosys on Open Banking 11:30-11:50 AM MORNING TEA 11:50 AM 12:15 PM 3

4 SESSION TWO: ROYAL COMMISSION AND NAVIGATING REGULATION Regulation: Where to from here? 12:15 12:40 PM Since 2009 the banking industry has been subject to a deluge of game-changing rule-making, the likes of which we have not seen since the Great Depression. Despite this, it is clear that regulatory change is not yet done, and the impact on the industry is far from over What recommendations can we expect from the Royal Commission, and how does this align with global trends? What other issues are at play? Changing technology is changing the industry, but how will it change regulators and regulation Serving the customer: do we need more rules or a new way of thinking? Kevin Nixon, Partner, Risk Advisory Practice and Global and Asia Pacific leader of the Centre for Regulatory Strategy, Deloitte Australia Q & A 12:40 12:50 PM Kevin Nixon, Partner, Risk Advisory Practice and Global and Asia Pacific leader of the Centre for Regulatory Strategy, Deloitte Australia Andrew Stabback, CEO AB+F PANEL: THE MONEY JOURNEY; PART ONE: Teach me how to Bank 12:50 1:30 PM Protecting the bank - Protecting the customer Getting the balance right Creating robust financial literacy for consumers Responsible lending and Open Banking Solving for advice to the masses Impacts of CCR Chaired by Guy Carvalho, CEO of Banking Services, Novatti Nicholle Lindner, APAC Financial Services Industry Leader, Unisys Eric Wilson, Founder and CEO, Xinja Stuary Stoyan, Chairman, FinTech Australia Will Mahon-Heap, International Expansion, Revolut and Co-founder, Equitise LUNCH 1:30 2:15 PM 4

5 SESSION THREE: INNOVATION, DIGITISATION AND FINTECH PARTNERSHIPS Confirmed: Chaired by Andrew Stabback, CEO, AB+F Rethinking Banking for the Digital Age 2:15 2:45 PM In the midst of digital disruption and shifting social paradigms, how can retail banks evolve their customer experiences to stay engaged, relevant and trusted? Drawing on best practice examples from outside the financial industry, CBA suggests how to embrace the opportunities of the digital age to foster meaningful customer relationships centered on financial wellbeing. Pete Steel, Executive General Manager Digital, Commonwealth Bank of Australia Where purpose and tech collide 2:45 3:15 PM Deliver on the purpose Value driven Bringing values to life John Arnott, Industry Head Financial Services, facebook & instagram PANEL: Digital Success Stories: facebook, AliPay, Hashching and CommBank 3:15 3:45 PM Chaired by Christine St Anne, Managing Editor, RFi Group John Arnott, Industry Head Financial Services, facebook & instagram Siobhan Hayden, Chief Operating Officer, HashChing George Lawson, Country Manager for Australia and New Zealand, AliPay Pete Steel, Executive General Manager Digital, Commonwealth Bank of Australia AFTERNOON TEA 3:45 4:10 PM 5

6 SESSION FOUR: A RETAIL RECONNAISSANCE AND THE MONEY JOURNEY CONTINUED NPP and Faster Payments 4:10 4:35 PM The NPP where are we now? Cross boarder Multicurrency Katrina Stuart, Executive Manager, Engagement - New Payments Platform (Australia) PANEL: THE MONEY JOURNEY; PART TWO: Teach me how to Spend 4:35 5:15 PM Themes in spending How do banks engage? Credit cards Is it over? Are Personal Loans extinct? Buy Now/ Pay Later Is there any other way Managing excessive spending Chaired by Chloe James, Group Media Director, RFi Group Paul Greenberg, Founder and Executive Director, NORA Peter Lalor, CEO, MoneyBrilliant Victoria Richardson, Chief Strategy Officer - Australian Payments Network (previously APCA) 6

7 Agenda Day Two Wednesday 13 th June 2018 REGISTRATION 8:30 8:55 AM Arrival tea and coffee SESSION ONE: PEOPLE AND CULTURE Chaired by: Andrew Stabback, CEO, AB+F Banking Culture and Leadership 9:00 9:30 AM Pauline Vamos, Chief Executive Officer, Regnan - Governance Research & Engagement YOUNG BANK PANEL: The winners of the Young Banking Awards discuss; What we think. How we work. 9:30 10:00 AM The Next Generation Chaired by; Kate Wilson, Research Director - AUNZ, RFi Group Lachlan Davidson, Head of Marketing - Home Owner, NAB Mark Sawyer, General Manager - Banking Products, MyLife MyFinance Upul Senanayake, Specialist, Data Driven Experiences, Westpac Banking Corporation Jasmine Tan, Senior Analyst, Deloitte PANEL: Industry View; Takeaways for Tomorrow 10:00 10:30 AM Problem projects - what s keeping you awake at night and where are the banking road blocks? Impacts of a low rate environment Customer experience and technology adoption Real time decisions, innovation and technology Effects of regulatory change Chaired by; Josh Gadsby, Business Development Director, RFi Group Lee Hatton, CEO, UBank Melanie Evans, Head of Retail, ING Australia Shannon Peachy, Lead - Savers & Investors and Head of Strategy and Data Analytics - Deposits & Payments, ANZ MORNING TEA 10:30 11:00 AM 7

8 SESSION TWO: FINANCIAL LITERACY, UTILISING DATA AND MAKING THE MOST OF YOUR MONEY New Groups/ New Needs 11:00 11:30 AM Predictive analytics and forecasting Hardship Savings and Investment for an aging population Withdrawing from super for unexpected expenses (illness/ medical) Speaker to be confirmed PANEL: THE MONEY JOURNEY; PART THREE: Teach me how to Save 11:30 AM 12:00 PM Personal finance Motivations behind saving Spending trackers How do banks engage Chaired by Kate Wilson, Research Direcgtor, RFi Group Gareth Gumbley, CEO, Frollo Graham R. Smith JP MC, Chair, Financial Counsellors Association of NSW Bosco Tan, Chief Operating Officer, Pocketbook Katherine Temple, Senior Policy Officer, The Consumer Action Law Centre Erin Turner, Director - Campaigns & Communications, CHOICE LUNCH 12:00 12:45 PM SESSION THREE: PUTTING IT TO PRACTICE - SMASH MIX MAKE CREATIVE WORKSHOP with Design Farm Collective Dave Mallam co-founded Design Farm Collective, a business design and investment firm that focuses on creating new forms of value out of creative, commercial thinking. Dave is a design thinker, a creative technologist whom pushes boundaries and explores the opportunities that create new forms of value for customers and businesses. 12:45 2:00 PM This is not a presentation - spend the time getting your hands dirty as we tackle challenges faced by all businesses Take part in a business design approach to creating new opportunities for value and growth See how a different perspective may shed some light on some of your biggest business challenges Brings together a broad array of markets, technologies, business models and environments Apply alternative industry learnings and a new way of working Applying a workplace culture or reflection and review The outcome is creating new and divergent forms of value, outside of BAU Dave Mallam, Co-Founder, The Design Farm Collective and a team of facilitators PANEL SESSION: Workshop Outcomes 2:00 2:30 PM A selection of workshop participants and retail experts will discuss the retail ecosystem and how to innovate outside of existing products & services. 8