Next-Generation Digital Strategies & Innovation In Financial Services For Customer-Driven Transformation
09:00 Morning Co-Chairs’ Opening Remarks
Sharniya Ferdinand, Enterprise Community Strategy Director – NatWest
John Mahony, Head Of Compliance – Atrato Group
AI & Automation: Practical Application, Value & Benefits
Panel Discussion
Q&A
09:10 Effectively Leverage AI & Automation To Optimise Digital Capabilities, Enhance Business Operations, Remain Competitive & Enhance Customer Experiences
Uncover critical insights, specific use cases, emerging trends, and best practice to leverage AI, enhance business operations, and deliver improved customer experiences
Going beyond buzzwords: demonstrate the real, proven, and practical of value of AI to senior leaders in order to make workflows work faster, save time, increase revenue, decrease operational risk and optimise digital transformation capabilities
Emphasise the importance of responsible AI, ensure your organisation understands these biases and implement strategies and develop unbiased algorithms to mitigate discrimination
What will AI look like in the next 5-10 years? Examine the current landscape of AI in Financial Services to shape strategic decisions and ensure your organisation stays ahead of the curve
Raj Mukherjee, Director/ Head of Data Science & AI – Direct Line Group
Keith Davies, Group Chief Risk & Compliance Officer – Admiral Group Plc
Arthur Leung, Chief Product Officer – Shawbrook
AI Strategy Workshop
New Format Innovation for 2024
09.40 Share Your Insights & Strategies To Discover Where AI Meets Financial Services To Revolutionise & Drive Forward Digital Transformation, Protect Your Customers & Explore Groundbreaking Solutions That Will Shape The Financial Landscape
10:00 Case Study
Anna Roughley, Head of Insight and Engagement – Lending Standards Board
10:20 Bonus Session – Reserved for Exclusive Conference Partner
10:50 Morning Refreshment Break With Informal Networking
Building Seamless Customer Journeys, Experiences & Engagement
Q&A
Panel
11:20 Revolutionise End-To-End Customer Experience In Financial Services! Respond To Customer Needs Effectively & Deliver Seamless Digital Transformation By Leveraging Brand New, Updated & Innovative Insights
Streamline digital processes and reduce manual handling to maximise efficiencies by leveraging new digital processes – it’s a win-win for you and the customer!
How far is too far? Explore what customers really want beyond products and reframe CX in the context of digital transformation to align your current strategies with ever-changing customer expectations
Ensure consistency across channels and touchpoints and balance digital tools and the human touch to skyrocket customer satisfaction
Design inclusive digital experiences that cater to diverse customer needs to ensure digital banking experiences are accessible for all users
Jürgen Blumberg, COO for EMEA ETF Accelerator – Goldman Sachs
Honey Ajuwon, Head of Journey Transformation – NatWest
Mike Davies, Head of Business Development – Yorkshire Building Society – YBS Commercial Mortgages
Celia Shek, Head of Audit – Distribution & Servicing, Consumer Relationships – Lloyds Banking Group
Data Strategies
Invaluable Insights
12:10 Collect, Analyse & Leverage Critical Data & Translate Insights Compliantly To Streamline Transformation & Support Digital Change In Financial Services
Implement robust data strategies which deliver actionable and meaningful insights to drive personalised interactions across channels to simplify transformation and showcase value
Democratise your data strategies to create sustainable, secure, and compliant data governance frameworks that drive digital transformation
Master new software and tools to facilitate access to relevant and live data for a clearer line of sight across functions and unlock informed and strategic decision-making.
Are you maintaining service levels whilst digitalising, and more importantly, are you maintaining data quality? Evolve your digital infrastructure with high-quality and reliable data for optimum service delivery
Enhance your digital adaptability! Implement new reporting techniques that leverage data analysis and AI-driven insights to identify pain points and support digital change in financial services
Alexander Fisher, Director, Strategic Intelligence – Standard Chartered Bank
Disruptive Digital Tools, Tech, AI & Robotics
12:20 Leverage Brand New, Practical & Proven Digital, Tech & Robotics For Enhanced Digital Experiences To Remain Competitive & Optimise Efficiencies
Examine the real impact of new tech and digital on financial product development cycles and decentralised finance to stay ahead of the curve and deliver enhanced experiences for employees and customers alike
Navigate barriers to seamless implementation of new tech and digital to avoid unnecessary expenditures and mitigate risks to optimise efficiencies
What does the future of financial services look like in a robotic world? Stay on top of new technological advancements to remain competitive in a disruptive market
Deepak Colluru, Director of Product Management – Go Cardless
Implement Optimised Digital Transformation & Innovation
Best-Practice Insights
Double Perspective
12:40 Power Successful Digital Transformation By Implementing Brand New Strategies, Overcoming Pitfalls & Driving Customised Approaches For Seamless Digital Innovation In Financial Services
What are the proven processes and innovative strategies you need to implement today in order to facilitate successful digital transformation and deliver seamless organisational change?
Examine how you can streamline operations to increase efficiencies and adapt to changing customer needs for improved productivity and elevated customer experiences
Raise your hand if your company has delivered a digital transformation project within budget and on time? Deep dive into the potential barriers and roadblocks to achieving organisational goals and unlock the key for long-term success
Have you got the right architecture in place to support your digital transformation journey? Discover how to best prepare and equip large-scale organisations and teams to drive and deliver smooth transitions
Digital transformation in financial services isn’t a one size fits all: pinpoint exactly what it means for your company in order to implement the correct initiatives to drive successful and sustainable transformation
Vijay Mitra, Director of Digital Risk & Digital Innovation lead – Nationwide Building Society
13:00 Umang Sota, Head of Product, Payment Experiences/Interface – Checkout.com
13:20 Lunch & Informal Networking For Speakers, Delegates & Partner
13:50 Informal Breakout Discussions
a) Automation & Chatbots
b) Frameworks & Methodologies
c) Cost & Budgets
d) Buy-In & ROI
e) Climate, ESG & Sustainability
14:20 Afternoon Co-Chairs’ Opening Remarks
Duncan Beach, Managing Director, Global Head Risk & Compliance Transformation – HSBC
David Bonavia, Lead Operational Risk Framework Manager – Metro Bank (UK)
Cultural Transformation & Stakeholder Engagement
Panel
Q&A
14:30 Guarantee Stakeholder Engagement, Create Digital Change Champions & Secure Long-Term Buy-In By Ensuring Digital Transformation Remains At The Forefront Of Company Culture
Accommodate for change within your organisational culture and analyse the impact new technologies can have to drive success and gain a competitive advantage
Foster an organisational culture that is digitally-focused, customer-centric, and primed for digital and AI integration and embraces the potential of new systems and tech
Which other growth areas and tech solutions, from cloud integration to loyalty solutions and beyond, offer the greatest potential gains for your organisation, and how can you roll these solutions out effectively?
Pitch a credible case to stakeholders to demonstrate value of wider soft skills for digital transformation, with particular focus on communication and trust to secure long-term buy-in
Annual cycles, tenure, multi-year programmes and relocating funds: examine how proactively addressing changes and establishing effective organisational structures can position your company strongly across Financial Services
Kassie Siwo-Gasa, Head of Digital Marketing, Digital Platforms & Data Enablement – Legal & General Investment Management
Faizah Rafique, Principal Business Analyst – Atom bank
Transformation: Journey & Legacy
Unmissable!
15:10 Overcome Legacy Constraints & Deliver Seamless Innovation & Digital Transformation To Unlock New Opportunities Across All Systems & Drive Your Organisation’s Digital Journey Forward
Reconcile legacy systems with cloud integrations and system upgrades to reduce technical debt and optimise operational efficiencies and inter-departmental collaboration across the business
Strike the right balance between new technologies and innovation whilst addressing legacy system limitations and blockers to consider scale, cost, and skills gaps for seamless transitions in the long-term
Are you guiding your customer through this change? Effectively communicate during the transition process to mitigate disruptions and engage customers to boost retention through increased support
How can legacy technologies stifle innovation and what can you build into strategies to effectively balance the integration of new, regulatory compliant systems while minimising disruptions during business-wide digital transformation?
Kevin Murphy, Chief Operating Officer – NatWest Rooster Money
Cyber & Cloud Security
Secure Data
15:30 Protect & Mitigate Cyber & Cloud Risks To Minimise The Potential Impact On Employees, The Wider Business & Your Customers When Driving Forward Digital Transformation
What are the must-haves to ensure your organisation’s data and cloud are secure? Ensure the tightest security possible from technical, compliance, and legal to mitigate potential risks and increase stakeholder trust
All your critical questions, answered: what are the current risks disrupting the industry? How does AI complicate existing risk frameworks? What are the new threats in the FS landscape, how soon are they going to impact us, and how can we best-prepare for any threats?
Examine how to navigate working with third-party providers and minimise the fear of data breaches, ensuring both safety and security
Should you be involving quantum computing in your cyber security defence? How can you mitigate the risks associated with quantum computing in financial services to ensure critical data security?
Discuss, debate and address fears around cloud integration and examine risk mitigation strategies to ensure smooth and successful transitions to cloud
Speaker Coming Soon!
15:50 Bonus Session – Reservedf for Exclusive Conference Partner
16:20 Afternoon Break with Speed Networking
Regulatory Impact & Compliant Transformation
Get Ahead of Regulations!
16:50 Effectively Prepare For Regulatory Challenges & Navigate Technological Risks By Developing Sustainable Strategies With Clarity & Standardisation To Break New Ground With Digital Transformation
Examine transformational challenges and regulatory restraints to minimise disruption and develop benchmarks for assessing regulatory frameworks to power consistent, continuous, and compliant digital transformation
Uncover critical insights to build robust compliance frameworks that meet regulatory requirements and ensure long-term success
Don’t let regulatory pressure hinder your digital innovation! Maintain focus to drive innovation forward and remain agile to ensure your organisation sustains growth
Develop robust and outward-looking digital strategies which consolidate and level-up existing business structures and processes while remaining within regulatory frameworks
Speaker Coming Soon!
Digital Skill Sets & Resources
Double-Perspective
17.10 Drive Forward Proactive & Structured Approaches To Continually Develop Digital Skill Sets & Resources Across Financial Services For A Lasting Competitive Advantage
Identify the optimum digital competencies and digital literacy, focussing on their unique needs, challenges, and realistic timescales, to meet your organisation’s needs
How can you ensure that the next 5-10 years are supported strategically with the right digital capabilities, and where should you prioritise investment long-term?
Promote the value of multifaceted skill sets and deliver change across legacy systems and new technologies to instil digital teams with the confidence to foster a culture of innovation and continuous learning
Planning for the future: discuss anticipated changes in digital skill sets for FS professionals, the impact of emerging technologies on skill requirements, and strategies for staying ahead in an ever-evolving digital landscape
17:10 Sushant Kumar, Executive Director – JP Morgan
17:30 David Bonavia, Lead Operational Risk Framework Manager – Metro Bank (UK)
17:50 Closing Remarks & Official Close of Conference
Please check the Digital Transformation & Innovation Conferencewebsite regularly for programme updates and confirmed speakers. For more information or to get involved, please call 44 (0)20 3479 2299or email us at [email protected]