Retail Banker International: Open Banking Conference & Awards 2022
The Waldorf Hilton, London
4th May 2022
Retail Banker International: Open Banking Conference & Awards 2022
DAY 1|4th May 2022
Session One – Open Banking and Where We Are Now
9:00 am Opening keynote address - The Boundless Possibilities of Open Banking: CX in the World of Choice and Convenience
- A reflection on what consumers expect of us today and how those expectations have evolved over time
- Understanding merchant platforms and how they are enabled through the power of Open Banking
- Exploring the opportunities to innovate and differentiate with ecosystem services

Fergus Murphy
Group Chief Customer Experience Officer
Virgin Money UK PLC
9:20 am Keynote address - From Open Banking to Open Finance: The Next Steps to Open Finance
- Identifying what Open Finance is, how it differs from OB and mapping out its progress
- Understanding the customer and commercial benefits of Open Finance
- Exploring the steps needed to progress towards Open Finance

Hetal Popat
Programme Director and Head of Open Banking & PSD2, HSBC
9:40 am Panel discussion and Q&A - The Future of Open Banking and Finance

Douglas Blakey
Group Editor Consumer Finance
Timetric Financial Services

Fergus Murphy
Group Chief Customer Experience Officer
Virgin Money UK PLC

Hetal Popat
Programme Director and Head of Open Banking & PSD2, HSBC
10:10 am Refreshment break
Session Two – Open Network, Open Banking: More Collaborations
10:40 am Optimising an Integrated Channel Experience for Customer
- Utilising all of the channels rather than individually to adapt to customers’ digital expectations
- Optimising customer experience through self-service options and an increased first point of contact with the use of technologies, i.e., non-biometric voice recognition, chat function and mobile apps
- How self-service options have reduced costs for business and waiting times for customers
- Understanding how planning and operations teams work together to maximise people resource and customer experience

Matt Cottam
Head of Channel Operational performance and Planning
TSB
11:00 am Modernizing the Client Management Experience in Banking
- Modernize your banking client interaction management with a secure, onestop interaction workflow platform
- Building a onestop hub to manage your complete banking client life cycle across account onboarding, account servicing, and exception handling
- Rethinking today’s costly, inefficient, and fragmented client engagement model, which requires significant manual intervention
- Streamline client business processes and orchestrate each step of your workflows to fast-track client business

Shimona Pinto
Senior Corporate Solutions
Moxo
11:20 am Balancing Trusted Data and Service Expectations to Drive Customer Engagement
- How to build and leverage trusted data sets in retail banking
- Give an oversight of threats to customer interactions
- Understand balancing seamless channels to grow your customer intimacy

Richard Price
Head of FSI, UK&I
TIBCO
11:40 am Panel Discussion - Building a Digital, User-Friendly and Multi-Channelled Ecosystem and Maximising Client Engagement

Jemima Walker
Associate Analyst, Thematic Research
GlobalData PLC

Matt Cottam
Head of Channel Operational performance and Planning
TSB

Danielle Sack
Regional Director London & South East Customer Delivery
TSB

Wayne Freeman
Chief Technology Officer
Mettle, part of NatWest

Anand Kumar
Non Executive Director
Union Bank of India

Shimona Pinto
Senior Corporate Solutions
Moxo

Øystein Dahl Hem
Chief Financial Officer (CFO) and Interim CEO
Pexip

Luc Haldimann
CEO
Unblu
12:40 pm Lunch
Session Three – Towards a Seamless Digital Experience
1:40 pm A Growing Issue: Client Retention and Loyalty in the Age of Open Banking
- Exploring the challenges and opportunities that Open Banking and PSD2 have brought to the financial market in relation to client retention
- Designing competitive products and services in a saturated market of (non-)financial providers
- Examining what makes customers tick and how to ensure their loyalty

Jason Maude
Chief Technology Advocate
Starling Bank
2:00 pm Digital Banking – Using Video for a Human Touch
- Making video a natural part of your customer engagement strategy
- Why the ‘human touch’ still matters for customer experience and net promotor scores
- Increasing sales engagement and productivity using digital channels
- Video banking and data protection, ensuring your customers feel secure and compliance requirements are met

Øystein Dahl Hem
Chief Financial Officer (CFO) and Interim CEO
Pexip
2:20 pm Panel Discussion - The Future of Partnerships: Neo-Banks and Financial Providers

Amna Mujahid
Associate Analyst
GlobalData PLC

Jason Maude
Chief Technology Advocate
Starling Bank

Henrik Rosvall
CEO
Dreams

Richard Price
Head of FSI, UK&I
TIBCO
3:00 pm Refreshment break
Session Four – Beyond Open Banking
3:30 pm Q&A with Expert Speaker: A New Era of Digital Payments: Central Bank Digital Currency
- The scope of CBDCs and the problems they solve
- How CBDC differ from cryptocurrencies
- How central banks can overcome the technical hurdles to implementation
- How CBDCs sit with other payment market innovation

William Lovell
Head of Future Technology
Bank of England

Lil Read
Senior Analyst
GlobalData
3:50 pm The Role of Design Systems in Managing Global Brands and Ensuring Digital Customer Engagement
- Time for a brand refresh. How to recognise when your brand requires an update
- Connecting brands’ identity to corporate purposes and values
- How HSBC design systems scale brand delivery across channels and markets
- Managing a global market of 60+ markets through business lines and channels

Steven Habbi
Global Head of Brand Design and Management
HSBC
4:10 pm Closing Panel Discussion - What Does the Future Hold for OB?

Douglas Blakey
Group Editor Consumer Finance
Timetric Financial Services

Hetal Popat
Programme Director and Head of Open Banking & PSD2, HSBC

William Lovell
Head of Future Technology
Bank of England
4:40 pm Chair’s Closing Remarks
4:50 pm Conference Close
RBI AWARDS
4:50 pm Pre-Awards Drinks Reception
Network over drinks with your industry peers and our experts
6:00 pm Retail Banking International Awards & Drinks
Join us for an evening celebrating the best in retail banking excellence
Sponsorship opportunities
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
E: BenLloyd-Davies@arena-international.com
Speaker opportunities
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Kim Palfrey
Programme Director
T: +44 (0) 207 9366 960
E: kim.palfrey@arena-international.com