Net Finance 2016 (past event)

April 18 - 20, 2016

Contact Us: 1.888.482.6012

Digital Innovation and Disruption

08:00 - 08:45 Continental Breakfast & Registration

08:45 - 08:50 Welcome Remarks

08:50 - 09:00 Chairperson's Opening Address

Executive from Extractable
Simon Mathews, Chief Strategy Officer at Extractable

Simon Mathews

Chief Strategy Officer
Extractable

09:00 - 09:20 Ask the Expert: A One-on-One Discussion with Jennifer Dominiquini Digital is Not a Function, it is a Different Way of Doing Business

Unlike traditional functions like general counsel, HR, Accounting etc. digital is not just a one line function within a larger corporate structure. It is not an addition to your marketing department or a new way to handle IT. It permeates all functions and strategies. It is an overhaul of your entire operations and should be treated as such. Not many in the space understand this better than Jennifer Dominiquini, Chief marketing Officer of BBVA Compass. As a consistent leader in digital innovation, BBVA has continually set the bar for changing the way finance thinks about digital.

Here we sit down for a one-on-one interview with Jennifer to discuss:
• What digital means in today’s operations model, how it changed the way you do business
• How to create cultural change within your organization and incorporate a digital mindset
• Understand the shift in operation processing to compete in a digital world
Jennifer Dominiquini, Chief Marketing & Digital Sales Officer at BBVA Compass

Jennifer Dominiquini

Chief Marketing & Digital Sales Officer
BBVA Compass

09:20 - 09:40 Banks and Fintech at the Crossroads

An estimated $20 billion in venture capital has poured into Fintech startups in the last few years. Some 4,000 new players are now swarming the incumbents in the financial services industry, hoping to take a bite out of their revenues. Is a showdown looming? Will banks soon be facing their Kodak moment?
• How banks and Fintech startups size each other up
• Strengths and weaknesses on each side
• Fintech integration, or “Fintegration”: a way forward

Andres Wolberg-Stok, Global Head of Emerging Platforms and Services at Citi Bank

Andres Wolberg-Stok

Global Head of Emerging Platforms and Services
Citi Bank

09:40 - 10:00 Digital Disruption & the Experience Lead Business

Experience is the new brand. Digital marketers have to think beyond traditional marketing to engage and deepen customer relationships as a new disruptive, experience driven and mobile first start-ups enter the market. The session will illustrate how data, content and delivery must come together to power digital transformation and a truly connected customer experience.

Christopher Young

Director, Industry Strategy, Financial Services
Adobe

Most financial institutions have spent decades investing in new business ventures from a very certain set of criteria. Traditionally, you approach it from a financial mindset. What is going to be fiscally responsible? What merger gives you the biggest market share? These are questions you are used to answering. But in 2016 there is a new set of criteria:
• How do you get your senior executives to change that thinking to be more creative?
• How do you train them to spot the next “it” tech?
• To put resources towards an untested technology?
Dean Nicolacakis, Partner, US Banking Team Co-Lead, Financial Services Research Institute Lea at PwC

Dean Nicolacakis

Partner, US Banking Team Co-Lead, Financial Services Research Institute Lea
PwC

Jennifer Dominiquini, Chief Marketing & Digital Sales Officer at BBVA Compass

Jennifer Dominiquini

Chief Marketing & Digital Sales Officer
BBVA Compass

Sarah Biller, COO, Innovation at State Street Capital

Sarah Biller

COO, Innovation
State Street Capital

Ignasio Medrano

VP, Digital Marketing
Technology Credit Union

10:45 - 11:00 Building the '10-times-better' bank

The financial services market is going through many changes. New challengers have appeared and are looking for a slice of the market. In addition, customers are more demanding and more informed, expecting convenience and simplicity when it comes to financial services, particularly online and via mobile devices. People love digital services such as Netflix, Amazon, and Uber because they’re easy to use and deliver great customer experiences. They deliver 10 times more convenience and better customer experiences than the status quo, and are therefore winning the market. It’s only a matter of time before the 10-times-better bank is founded, a thought that's on the radar of every banker.

Jelmer de Jong of Backbase outlines the journey of creating the 10-times-better bank, providing a detailed analysis of how banks can begin their digital journey, with a strong focus on five main points:

  • new competitors in banking: the disrupters
  • customer experience: the key ingredients
  • omni-channel and the changing channel mix
  • mobile's impact on online sales and share of wallet
  • regaining control in the era of digitization
Jelmer de Jong, Global Head of Marketing at Backbase

Jelmer de Jong

Global Head of Marketing
Backbase

11:00 - 11:45 Iced Coffee & Donut Refreshment & Networking Break

Head into the FinTech Solution Lounge to grab some delicious iced coffee and donuts. While you’re there check out the latest fintech solutions for your business! Play “Unlock the Box” – get a code from the exhibiting companies for a chance to win amazing prizes!
Technology has created the always connected and always on consumer. To take advantage of this changing landscape, brands must extend beyond the channel and into the experience and there are several Digital Trends in Payments that are facilitating a different way of interacting and changing the face of commerce.

David Galvan

VP, Business Development and Strategic Alliances, US Markets
MasterCard Worldwide

Discover the new world of Agile Distribution and Marketing in retail banking.

· Learn how customer-obsession and unconventional collaboration can help reduce fixed costs, grow market share and deliver relevant customer experiences at scale and speed.

· Innovate with Programmatic Banking and AI-driven driven solutions that can deliver customer-centric experiences and data-driven tools to transform banking at an unprecedented pace.

· Activate the right data insights to stop marketing to the masses and marketing to moments.


Christine Duque

Manager, Marketing Strategy
Accenture Distribution & Marketing Services (ADMS)

Nikos Acuna, Director of Business Strategy at Rocket Fuel

Nikos Acuna

Director of Business Strategy
Rocket Fuel

As the financial market continues to push the boundaries of fintech and invest in innovation labs, it is easy to get caught up in new technology and products. To keep up in this new digitally influenced space, you have to be willing to invest. But how do you make sure what you’re investing in has a solid ROI? Here, executives discuss how to keep your innovation labs innovating, while simultaneously becoming a valuable profit center.
• How do you gain the buy-in you need to invest in proper innovation?
• What makes a beta product profitable and marketable?
• How do you tailor your team to think strategically not just creatively?

Sarah Biller, COO, Innovation at State Street Capital

Sarah Biller

COO, Innovation
State Street Capital

Ryan Miller, Group Manager, Digital Product and Strategy at Bank of the West

Ryan Miller

Group Manager, Digital Product and Strategy
Bank of the West

Steve Hanson, Enterprise Account Director at ID Analytics

Steve Hanson

Enterprise Account Director
ID Analytics

Paul Goott

Former Head, Strategic Digital Initiatives, US & Canada
AIG

13:00 - 13:10 Unified banking: Implementing a successful customer-centric transformation project organization-wide

Large-scale omnichannel, customer-focussed bank transformation projects intrinsically involve many channels, many business units and many stakeholders. As a result they can be deeply complex and often end up delayed, scaled back or failing entirely.

Sharing a series of examples and case studies covering best practices and pitfalls, Glenn Shoosmith, founder and CEO of BookingBug, explores why digital transformation in banking is such a uniquely difficult challenge. He will looking at the lessons learned from the retail sector and explore how banks that are launching the most successful omnichannel strategies are adopting scalable platform-based strategies.

Glenn Shoosmith

CEO and Founder
BookingBug

For All Attendees

13:10 - 14:05 Lunch in the Crystal Ballroom

Invitation Only

13:10 - 14:05 Luncheon Workshop, Hosted By Symantec

Stream 1: Mobile Innovation

14:05 - 14:10 Chairperson’s Opening Address
Ken Hans, Partner at Blackstone Technology Group

Ken Hans

Partner
Blackstone Technology Group

Stream 2: Payments and the Digital Wallet

14:05 - 14:10 Chairperson’s Opening Address

Stream 1: Mobile Innovation

14:10 - 14:30 Emerging Mobile Banking Services -- a Community Bank Perspective
Gain insights and lessons learned as an early adopter of new mobile banking services
Aliyah Schultz, Assistant Vice President at Popular Community Bank

Aliyah Schultz

Assistant Vice President
Popular Community Bank

Stream 2: Payments and the Digital Wallet

14:10 - 14:30 Integrating Third Party Payments into an Already Established Strategy
Learn best practices and strategies to integrate third party payments into your business model.
• Is Applepay or similar technology right for your organization?
• How do you incorporate this new line of business into an already developed digital strategy?
• Who is building creative solutions with Applepay and what do they look like?
James Ray, MD Global Enterprise Accounts at Chase Commerce Solutions

James Ray

MD Global Enterprise Accounts
Chase Commerce Solutions

Stream 1: Mobile Innovation

14:30 - 14:50 Consumers and Mobile Financial Services: Is adoption leveling off?

As we all know mobile banking has been hugely successful and popular with consumers, with many banks now reporting greater usage on mobile apps than on web sites. But is the growth in mobile adoption now stalling?

  • What are the reasons for consumers not using mobile banking?
  • The role of speed and security in delivering a great mobile experience.
  • What can be done to overcome the barriers to adoption?

Rich Bolstridge, Chief Strategist, Financial Services at Akamai

Rich Bolstridge

Chief Strategist, Financial Services
Akamai

Stream 2: Payments and the Digital Wallet

14:30 - 14:50 Moving Beyond Payments to Retain and Grow Customer Loyalty
Omnichannel this. Customer engagement that. We’ve all heard about the importance of being able to use technology to contextually serve your customers, but not enough attention is given to payments and processing which are critical, often overlooked, components of the customer lifecycle.

In this session, you will learn:
• How to use payment data to provide relevant and actionable services in the case of suspicious account activity
• How to target your offers based on location and purchase history
• How your employees can use this data to proactively and efficiently serve customers in-person and virtually

We’ll discuss various challenges that financial institutions face when undertaking a digital transformation and show a demonstration of how improving customer engagement at the time of transactions can benefit the entire workforce, from sales to marketing to customer service.
Joshua Asbury, Director of Sales, Americas at Liferay, Inc.

Joshua Asbury

Director of Sales, Americas
Liferay, Inc.

If everyone these days has an app, how do you ensure your customers prefer yours? What do you focus on to ensure you stay on the first screen of their phone?
• What apps make it in today’s market? What are you customers looking for when they download yours?
• Learn to create a slimmed down and sleek user interface that gets the customer where they need to go
• Understand how to provide users with the trust and security digitally they need

Aashir Shroff, VP, Mobile and App Strategy at Wells Fargo

Aashir Shroff

VP, Mobile and App Strategy
Wells Fargo

Marria Rhodriquez, Assistant Vice President, Digital Product Manager at Wells Fargo Bank

Marria Rhodriquez

Assistant Vice President, Digital Product Manager
Wells Fargo Bank

John Bird, VP, Product Marketing and Alliances at Envestnet|Yodlee

John Bird

VP, Product Marketing and Alliances
Envestnet|Yodlee

Stream 2: Payments and the Digital Wallet

14:50 - 15:30 Pay Like a Retailer: What Makes Some Retail Payments So Adoptable?
Global retailers like Starbucks and Amazon seemed to transition their customers from inputing credit card info to simply waving their phone, overnight. But for others, it hasn’t been that easy. What you can learn from retail payments:
• Best practices from retailers on how to seamless transition customers to mobile payments
• Why do they gravitate towards particular providers? What makes this payment so adoptable?
• Build an digital wallet capability that your customers will actively seek out to use

James Ray, MD Global Enterprise Accounts at Chase Commerce Solutions

James Ray

MD Global Enterprise Accounts
Chase Commerce Solutions

Joe Bartolotta

EVP, Directorof Strategic Partnerships
Eastern Bank

15:30 - 16:05 Mojito Refreshment & Networking Break in the Fintech Solution Zone

Cool off with a refreshing mojito in the FinTech Solution Lounge. While you’re there check out the latest solutions for your business! Play “Unlock the Box” – get a code from the exhibiting companies for a chance to win amazing prizes!

16:05 - 17:05 Interactive Roundtable Discussions on Mobile Innovation, Digital Wallet, Payments, Wearables and Future Tech

This is your opportunity to break into small groups and brainstorm with your peers on specific topics around innovation, mobile, payments, wearables and all future tech in Financial Services. Please choose two discussions for 30 minutes each.

Table 1: Marria Rhodriquez, AVP, Digital Product Manager, Wells Fargo Bank
Table 2: John Schulte, CIO, Mercantile Bank
Table 3: Aliyah Shultz, AVP, Digital Banking Product Manager, Popular Community Bank
Table 4: Scott Finder, SVP, Head of Digital Channels, First Republic
Table 5: Perianne Boring, Founder and President, Chamber of Digital Commerce
Table 6: Paul Goott, Former Head, Strategic Digital Initiatives, US & Canada, AIG

17:05 - 18:00 Moroccan Nights Welcome Reception

Join your fellow attendees at our kick-off reception. You’ll be instantly transported to Marrakesh as you sample delicious food and drinks, and some surprise entertainment. What more could you ask for to start the conference?

18:00 - 23:59 End of Day One