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Sponsored by Intel ® Banking, wealth management and asset management firms are in a revolution. New technologies and innovations such as artificial intelligence, machine learning, blockchain, robo-platforms, fintechs, platform economies, and open ecosystem API banking are upending the way money is moved, stored and secured. Plus competition from BigTech like GAFA, and rising customer expectations are putting even more pressure on financial services firms. The stage is set for change and those that do it well will reap the benefits. At this event, panelists from some of the world's leading financial and technology companies will share their insights on the future of financial services—from getting in front of key movements to using technology to gain competitive advantage. Get ready for an engaging, thought provoking discussion. Sessions include:
Oracle's digital innovation platform for open banking helps financial services firms and fintechs accelerate innovation and minimize time to monetization. With a comprehensive set of PaaS capabilities and an open API framework with embedded fintechs solutions this digital innovation platform helps organizations collaborate and develop and deploy of fintech capabilities. By bringing together banking, fintech, and Oracle customers on an open API cloud platform, Oracle is helping financial services firms forge a path to digital leadership. We look forward to seeing you on August 16th! Sincerely Mark Smedley
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3:00 p.m.
Registration
3:30 p.m.
Opening and Welcome Sanjay Matthew, Senior Director, Oracle Richard Davis, Senior Vice President, Oracle
The banking and financial services industry is undergoing massive digital disruption. Leading executives in financial services and fintechs come together to discuss why and how tackling these issues is critical to the future of the industry.
3:45 p.m.
Keynote: Are You Prepared for the Future of Banking? Jim Marous - Futurist and co-publisher of The Financial
The transformation of the financial services industry has never occurred at such a rapid pace … and the pace of change will never be this slow again. At the foundation of this change is the combination of data, analytics and digital technologies that allows for an exceptional customer experience. The questions is, are you and your organization prepared for this future? To succeed, organizations and industry executives will need to embrace change, take risks and disrupt themselves. This session will discuss:
4:15 p.m.
Fireside Chat: Dive into the Details Mark Casady - General Partner Vestigo Ventures
Mark and Jim Marous dive into a detailed fireside chat to explore insights from the keynote speech and explore about the future for wealth and asset management firms.
4:30 p.m.
Panel Discussion: The Future of Financial Services Moderator: Jim Marous Panelists: Neff Hudson, Vice President Corporate Development, USAA Mohit Narula Global Head, Product Development, CitiConnect Nick Good Executive Vice President and Chief Growth and Strategy Officer, State Street Sonia Wedrychowicz Managing Director, Head of Technology Transformation, Consumer and Community Bank, JPMorgan Chase & Co
During this session, panelists share their viewpoints on where the industry is headed. What are some of the strategies that incumbent banks are adopting? What are some of the organizational challenges? And finally, how do you stay ahead of the competition while saddled with old legacy systems and processes?
5:15 p.m.
Panel Discussion: New Business Models and Monetization Strategies Moderator: Mark Casady Panelists: Deepak Dube Chief Technology Officer, IPsoft Markus Lampinen Chief Executive Officer, Difitek Bradley Leimer Co-Founder Unconventional Ventures Himanshu Sharma, Head of Strategy, Citi Fintech
The path to the future of banking won’t be set by just one firm. Success requires a platform and ecosystem-based approach. This session will explore the new, collaborative business models and revenue streams that banks are exploring with fintechs and other ecosystem partners. Get ready to dive deep into some of the best strategies for putting foundational frameworks in place to accelerate monetization with a platform-based approach. The panel will discuss how augmenting banks capabilities and integrating with the best ecosystem capabilities will deliver new insights and provide superior experience to their customers.
6:00 p.m. – 7:30 p.m.
Networking Reception
Network with the speakers and industry leaders following up on the lively exchange of the afternoon.
Jim Marous Futurist and co-publisher of The Financial Brand
Biography:Jim Marous is the authority on retail banking, financial services innovation and consumer trends. One of the most influential people in banking and a top 5 Fintech influencer, Jim Marous is internationally recognized as a financial industry strategist, co-publisher of The Financial Brand, and owner and publisher of the Digital Banking Report.
Jim Marous, co-publisher of The Financial Brand and owner publisher of The Digital Banking Report
Mark Casady General Partner Vestigo Ventures and former Chairman of the Board & CEO of LPL Financial
Biography: Mark Casady co-founded Vestigo Ventures in 2016 with a focus on financing start -ups in FinTech.He is general partner and chairman of the advisory board. He is a member of the board of the EZE Software Group and Citizens Financial Group, and serves as an advisor to Jobcase, Inc. He is a former member of the Financial Industry Regulatory Authority (FINRA) Board of Governors.
Casady retired as LPL Financial CEO in early January 2017 and as non-executive chairman of the board in early March 2017. He guided LPL to become a leading financial services organization that serves independent financial advisors, banks, and credit unions, and provides clearing services to broker/dealers at financial services companies. Before joining LPL Financial in 2002, Mr. Casady was managing director of the mutual fund group for Deutsche Asset Management, Americas — formerly Scudder Investments. Prior to Scudder, he held roles at Concord Financial Group, which was a start-up funded by Hambrecht & Quist that went public, and started his career at Northern Trust. Additionally, Mr. Casady is treasurer of the Casady family’s One Step Forward Education Foundation, which focuses on changing the lives of children around the globe through education. He also helped found and fund the Invest in Others Charitable Foundation, which recognizes the philanthropic activity of financial advisors. Mr. Casady received a BS from Indiana University and an MBA from DePaul University.
Sanjay Mathew Senior Director, Industry Solution Group Oracle
Biography:Sanjay Mathew is a senior industry director at Oracle Financial Services with more than 20-years of experience with Tier I Global Banks as a management consultant, consulting program manager and solution architect. Mathew currently leads the solution and go to market for Oracle Digital Innovation Platform, Open Banking and Fintech ScaleUP program in North America.
Mr Mathew has a masters degree in Technology & Finance Management from Wharton School of Business. He also has a degree from MIT FinTech Digital Innovations and Future Commerce program.
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