Conference Day One - October 8, 2019
8:00 am - 8:50 am Registration and welcome coffee
8:50 am - 8:55 am Opening remarks – Will Robinson, Programme Director, CMIS 2019
8:55 am - 9:00 am Chair’s opening address and networking activity
Driving the Future of Innovation for CIBs
9:00 am - 9:20 am KEYNOTE CASE STUDY - Innovation & Process Automation: How can you develop a strategy for process automation which delivers ROI, scalability and best resource allocation across the business?
- Explanation of an 'at scale' digital transformation/innovative technology roll out at a major CIB
- What are the key strategic drivers for the project?
- What were the biggest challenges faced and how were these overcome?
- Forward projection of the CIB's transformation journey
9:20 am - 10:00 am PANEL AND INTERACTIVE POLLING– Top 5 trends that will drive your CIB innovation strategy by 2025: How can you overcome business, regulatory and client challenges through a process of innovation?
· Why have other industries progressed at such a significantly faster rate than investment banking?
· What can CIBs do in order to remain relevant in a highly competitive industry with greater pressures than ever before?
· How will budgets, business challenges, regulation, client objectives and competition determine your roadmap?
10:00 am - 10:20 am CASE STUDY – Driving the bottom line - How a combination of technological development, client focused transformation and strategic investments can drive additional revenue from innovation
· Case study of the holistic ‘front-to-back’ transformation taking place at Rabobank
· Why are the deliveries of client value, operational efficiencies and development of new revenue streams not mutually exclusive?
· How is Rabobank working with it’s strategic investments division to drive value in a variety of ways?
Delivering Value Through Data
10:20 am - 11:00 am PANEL DISCUSSION - Data: Setting the cornerstones for innovation – How can you deliver visibility, compliance, quality, compatibility and standardisation across your organisation?
· How to ensure your data is compatible and standardised across your organisation to ensure you get the most out of your innovation investments
· Understanding how and why data comprises the vital building blocks required for capital markets innovation
· What are the largest and most common data challenges faced by investment banks, when looking to transform and innovate?
· What are the most cost effective and efficient ways of overcoming some of these challenges?
· What is required - on an organisational level as well as in terms of investment - to achieve data compatibility and standardisation?
Deepak Suresh
Global Head Instrument Reference Data Operations & Reference Data AnalyticsDeutsche Bank
11:00 am - 11:40 am Networking Break
11:40 am - 12:00 pm CASE STUDY - How can you select actionable data and use best in class techniques to drive valuable and technologically enabling outcomes for the business?
· A case study of the data strategy development of the Financial Conduct Authority
· What can global investment banks learn from these activities, emulate, and coordinate on?
· What are the key lessons learnt and best practice that can be derived and applied across the industry, to a variety of institutions
12:00 pm - 12:20 pm CASE STUDY - How to modernise applications and deliver differentiated workflow tools to users
Europe’s #1 Ethical Hacker – Cyber Security
12:20 pm - 1:00 pm CYBER SECURITY KEYNOTE – Why should cyber risk be a top concern, why are you already at risk, and how can you mitigate the risk whilst innovating?
· Understanding why it’s important not to sideline cyber security when implementing new innovations?
· How do you secure a constantly changing IT landscape?
· Why is your workforce the largest chink in your organisational armour?
· What are the most important rules that every business leader must follow in order to minimise cyber risk?
1:00 pm - 2:00 pm NETWORKING LUNCH
1:00 pm - 2:00 pm MASTERCLASS – How to minimise fraud risk, improve client experience and enhance operational efficiency
TRACKS
TRACK A – Transforming Front-to-Back Operations
2:00 pm - 2:05 pm Chair’s opening addressTRACK A – Transforming Front-to-Back Operations
2:05 pm - 2:25 pm CASE STUDY - User behaviour analytics for desktop integration· How can you harness the latest technologies for improved workflow management?
· How can solutions that deliver improved business process management significantly reduce costs for CIBs?
· What are the benefits around efficiency and compliance?
Leslie Spiro
Chief Executive OfficerGlue42
TRACK A – Transforming Front-to-Back Operations
2:25 pm - 3:05 pm PANEL DISCUSSION - What are the current trends and outlook of strategic investment in fintech for the capital markets?· Alongside driving efficiencies, regulatory compliance and client value through partnership, how else are banks working with fintechs?
· What synergies can be created between your innovation departments and the strategic investment division?
· What common mistakes are being made in fintech strategic investment on a global scale and why?
TRACK A – Transforming Front-to-Back Operations
3:05 pm - 3:45 pm PANEL DISCUSSION – AI & Automation: What are the current capabilities, applications and advantages of AI and automation for corporate investment banks and are banks currently ready for these technologies?· What examples of artificial intelligence technology being implemented at scale across the full trade life cycle?
· What are the biggest challenges associated with implementing the technology and how can these challenges be overcome?
· What is the return on investment that banks can expect from scaled application of AI technology in various post trade applications?
TRACK B – Driving Regulatory Compliance
2:00 pm - 2:05 pm Chair’s opening addressTRACK B – Driving Regulatory Compliance
2:05 pm - 2:25 pm CASE STUDY– How to use AI to efficiently identify anomalies and improve your trader behaviour surveillance analysis?· Case study of the development of proprietary trader surveillance and analysis tools developed by Soc Gen
· What were the reasons for developing the tools in house and how can you decide whether to develop in house of look externally?
· Outline of the tool and opportunities for partnership and development for other CIBs
TRACK B – Driving Regulatory Compliance
2:25 pm - 3:05 pm PANEL DISCUSSION – Regulatory Reporting: How can you use the latest technology developments to drive efficient and compliant operations?· What solutions are available to banks now, and how are they assisting in regulatory reporting efficiency and compliance?
· What is the cost benefit analysis of these technologies?
· What technologies are the most innovative solutions built upon?
· What are the current capabilities of these technologies, and what must your bank have in place in order to implement successfully?
TRACK B – Driving Regulatory Compliance
3:05 pm - 3:25 pm CASE STUDY - How to leverage data lineage for regulatory compliance
TRACK B – Driving Regulatory Compliance
3:25 pm - 3:45 pm CASE STUDY - How can you best reinforce a culture of vigilance and protect your organisation to mitigate risk of exposure to the most senior cyber crime threats?· Where are the biggest risks associated with cyber crime and why are they always centred around the human element?
· What cultural pillars must you implement within your organisations in order to mitigate these risks?
· What examples of successful cultural transformation exist and what can you learn from them when looking to shift your own organisational culture?
SYNERGY WORKSHOPS Limited to 30 attendees
2:25 pm - 3:45 pm MASTERCLASS How to embrace innovation across converging programs, technologies and partnerships
3:45 pm - 4:30 pm Networking Break
Catalysing a Culture of Compliant Transformation
4:30 pm - 5:00 pm OXFORD STYLE DEBATE – An “available tech” assessment is better than a “business objectives” assessment to start your innovation strategy– FOR & AGAINST
· Technology – Developing a centre of excellence around specific technologies and then finding the best application of that technology to the business delivers the most value
· Business objectives – Identifying the business objectives and then looking at technologies which can help to meet these objectives delivers the most value
In this debate, hear from both sides of the fence on whether looking at technology or business challenges aught come first. Should banks develop centres of excellence focused upon specific technologies (e.g. blockchain, AI, RPA, cloud based technologies etc) and identify areas of application, or should banks begin with the business challenges and then identify technologies that can help with these challenges?
5:00 pm - 5:40 pm PANEL DISCUSSION: How new technologies are increasing aspects of non-financial risk whilst being seen in part as the solution to mitigating this risk
Moderator:
Maurice Evlyn-Bufton Managing Director Armstrong Wolfe
Speakers:
Alexandra Stanton Co-Head of Conduct EMEA for Global Markets BNP Paribas
Stephen Mascall Controls COO Global Markets Credit Suisse
Henri Perusset MD Global Head of Business Development - Markets HSBC
Natasha Davydova VP Engineering Salesforce
Maurice Evlyn-Bufton Managing Director Armstrong Wolfe
Speakers:
Alexandra Stanton Co-Head of Conduct EMEA for Global Markets BNP Paribas
Stephen Mascall Controls COO Global Markets Credit Suisse
Henri Perusset MD Global Head of Business Development - Markets HSBC
Natasha Davydova VP Engineering Salesforce
· Why are neither technology nor culture enough, on their own, to bring about the transformative change required in the industry?
· What is the role of COO, CCO and other operational leaders within the industry in bringing cultural shift and technological innovation together?
· What lessons can be learnt now, that will be invaluable in the transformative journey ahead?
