Future Digital Finance (past event)
April 24 - 26, 2017
Amelia Island, Fl
Contact Us: 1.888.482.6012
Innovation & Disruption
8:00 am - 8:35 am Continental Breakfast & Registration
8:35 am - 8:50 am Welcome Remarks & Benchmarking Study
8:50 am - 9:05 am Chairperson’s Opening Address
9:05 am - 9:25 am Fireside Chat: The Future of Banking for Your Entire Customer Base
Much of Steve’s focus recently is driving innovation through his organization. Not only how to experiment and prototype but how to get alignment and support. Innovation can be challenging in current business models making it an uncomfortable place for an evolving organization, particularly disruptive innovation. The balance between doing new things and aligning with business leaders can be a fine walk. In this Q&A driven session, Steve fields questions around how drive innovation internally at USAA.
9:25 am - 9:45 am Keynote: Small Data, The Future UI And The New Digital Core
Buckle your seat belts Dorothy because Kansas is going bye-bye. This presentation will provide a whirlwind tour of three areas of disruption and innovation coming from INSIDE financial institutions.
9:45 am - 10:05 am Digital Transformation At Mastercard
Mastercard is changing and transforming in the digital age. This presentation will look at how they manage partnerships and business partners, how they are evolving their business, and they are looking at innovation.
10:05 am - 10:45 am Morning Refreshment & Networking Break: Featuring A Donut Wall!
There’s nothing like a donut in the morning! Check out our wall of delicious donuts in the Exhibit area, and pair one with a cup of joe!
10:45 am - 11:20 am Panel Discussion Revolution: Creating a Flexible Device Strategy to Meet Customer Needs
When building both a content and analytics strategy for future devices, it must be adaptable to future technology not yet on the market. Understanding what the customer wants to see and needs at all times must be device agnostic.
• Create an internal digital strategy that can be easily rolled out to any interface for wearables
• Understand what content your customers need on their person at all times
• Build an experience that can work on a watch, a vest, a pair of glasses or desktop
11:20 am - 11:45 am Keynote: How To Overcome The Three Biggest Digital CX Disconnects In Banking
The banking industry is finally waking up to the importance of digital channels and is starting to accept that “design thinking” is a crucial internal core capability. The stakes have never been higher. In this practical and prescriptive session, learn how the most effective ways that you can quickly evolve your digital presence with a comprehensive digital strategy that addresses your fundamental business goals vs. just bolting on the features of the latest ‘fintech du jour’. What you’ll learn:
• How to build a comprehensive, integrated, and holistic digital strategy — who creates it, and the components that should go into it
• How to deliver the type of innovative CX today’s consumers expect and deserve
• How to manage the digital transformation process to generate internal alignment and support among key stakeholders
11:45 am - 12:10 pm Out of Industry Guest Speaker: Global Trends in Digital Commerce
The next wave in digital is global-first, artificially intelligent, and user-centric. Consumers expect their unique needs and wants to be anticipated in real-time and delivered seamlessly. Digital experience will need to adapt to global considerations at every touch point; a static experience is a failed experience.
12:10 pm - 12:35 pm Mobile Corporate Banking – A Look At The Challenges and Opportunities
This presentation will review the challenges and opportunities for mobile corporate banking. Is it a nice to have or must have? What are your security choices? How are you thinking about adoption and profitability?
12:35 pm - 1:35 pm Lunch for All Attendees Hosted By IBM
The Future of Digital Banking
1:35 pm - 1:50 pm Chairperson’s Opening Address
Interactive Roundtables
1:35 pm - 1:50 pm Interactive Roundtable Discussions For Financial Services ExecutivesJoin an intimate discussion around your challenge areas. This session is open only to financial services executives.
Topic: Digital As A Competitive Differentiator
Hosted By: Matt Vickers, VP Product, Key Bank
This roundtable will delve into issues such as:
• Do you view digital as an opportunity to differentiate? Why? Why not? Is it table stakes?
• What does digital differentiation mean to you? How about through the lens of your clients? Employees? Other stakeholders?
• What are the main drivers/reasons you engage in digital initiatives?
• What are some tactics you’ve employed to screen digital initiatives?
• How did you sell the business case? Soft benefits? Hard benefits? Combination?
• How have you measured success and know if you’ve attained digital differentiation?
The Future of Digital Banking
1:50 pm - 2:25 pm CASE STUDY REVOLUTION: Fostering Innovation In A Large OrganizationIn a highly regulated industry such as financial services, it can be difficult to foster creativity and innovation – and yet our success depends on the ability to anticipate and respond to changing consumer preferences and delivery on the Digital demands of our clients. How does a company create a culture of innovation?
•The importance of leadership on culture
•Approaching innovation while minimizing risk
•Creating an innovation hub within a large organization to enact change
Interactive Roundtables
1:50 pm - 2:25 pm Interactive Roundtable Discussions For Financial Services ExecutivesJoin an intimate discussion around your challenge areas. This session is open only to financial services executives.
Topic: Digital As A Competitive Differentiator
Hosted By: Matt Vickers, VP Product, Key Bank
This roundtable will delve into issues such as:
• Do you view digital as an opportunity to differentiate? Why? Why not? Is it table stakes?
• What does digital differentiation mean to you? How about through the lens of your clients? Employees? Other stakeholders?
• What are the main drivers/reasons you engage in digital initiatives?
• What are some tactics you’ve employed to screen digital initiatives?
• How did you sell the business case? Soft benefits? Hard benefits? Combination?
• How have you measured success and know if you’ve attained digital differentiation?
The Future of Digital Banking
2:25 pm - 2:40 pm Innovation Technology Spotlight: Building The 10x Better Bank
In this presentation, Backbase shares client cases and best practices in implementing the omni-channel bank of tomorrow. With a strong focus on digital and mobile banking, the omni-channel customer journey and how to improve customer loyalty and retention when working in the new era of engagement banking. Backbase offers clear guidelines in delivering a new digital banking customer experience that puts your bank on the level of Amazon, Facebook and Apple: exactly what the modern day banking customer expects from financial institutions.
Interactive Roundtables
2:25 pm - 2:40 pm Interactive Roundtable Discussions For Financial Services ExecutivesJoin in an intimate discussion around your challenge areas. This session is open only to financial services executives.
Topic: How To Evolve Checking Accounts In Response To Consumer Spending/Saving Preferences
Hosted By: Suzanne Dusch, VP Marketing, CFE Federal Credit Union
Suzanne Dusch
VP MarketingCFE Federal Credit Union
The Future of Digital Banking
2:40 pm - 3:15 pm Panel Discussion: Looking to the Future: Benchmarking Against Retail’s Best
No one is further ahead in the digital and innovation game than retail. They set the bar for excellence and the standard to reach. In this panel, hear from retail experts on how they continue to drive progress across their channels:
• What channels get the most attention these days?
• How do you bring innovation into the company culture and strategy?
• What does that look like?
• How do you bring innovation into the company culture and strategy?
• What does that look like?
Interactive Roundtables
2:40 pm - 3:15 pm Interactive Roundtable Discussions For Financial Services ExecutivesJoin in an intimate discussion around your challenge areas. This session is open only to financial services executives.
Topic: How To Evolve Checking Accounts In Response To Consumer Spending/Saving Preferences
Hosted By: Suzanne Dusch, VP Marketing, CFE Federal Credit Union
Suzanne Dusch
VP MarketingCFE Federal Credit Union
3:15 pm - 4:00 pm Afternoon Refreshment & Networking Break: Featuring Italian Delights
Enjoy some tasty tiramisu or crunch on some cannoli during our afternoon break! Tasty delights await you in the exhibit area.
The Future of Digital Banking
4:00 pm - 4:35 pm Case Study Revolution: Best Practices For Creating An Innovation LabHow (or why) do you build an outcomes based Innovation Lab? How do you foster a culture of innovation within your company, outside of the Innovation Teams? This session will cover best practices and tactics for building out an innovation lab, and strategies on building an intrapreneurship program within your company.
•How to determine the best approach for building out an Innovation Lab
•How to partner and co-locate with startups, academia and subject matter experts to ensure success in innovation projects
•How to foster an internal culture of innovation through intrapreneurship
•Best practices for maintaining buy-in from internal partners and sponsors
Interactive Roundtables
4:00 pm - 4:35 pm Interactive Roundtable Discussions For Financial Services ExecutivesJoin in an intimate discussion around your challenge areas. This session is open only to financial services executives.
Topic: Gamification in Banking
Hosted By: Chris Barlow, VP, Mobile Banking, WebsterBank
4:35 pm - 5:15 pm Interactive Champagne Roundtable Discussions
Table 1: How To Drive Results Through Your CX Team
Hosted By: Raju Deshpande, SVP/Director of Operational Excellence, East West Bank
Table 2: Innovation in Banking Today
Hosted By: Elfreda Pitt Hetherington, Sr. Director, Applied Innovation & Development, Technology & Operations, RBC
Table 3: If You Could Change One, And Only One Thing About Banks Today, What Would It Be?
Hosted By: Jim Ensign, Chief Digital Officer, Republic Bank
5:15 pm - 6:45 pm Future Digital Finance Welcome Reception
This is a great way to kick off the show! Conveniently located in the hotel, we'll have great food and drinks.