CBA Webinars

CBA Team Contact

Maren Colon
mcolon@consumerbankers.com
202-552-6394

Catalog Advanced Search

Search by Categories
Search by Format
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Aligning Risk Constraints and Marketing Objectives to Drive the Right Customer Offers

    Contains 1 Component(s)

    Often the Risk and Marketing departments are at odds in banking decisions - Marketing wants to grow revenue and bring in new customers, while Risk wants to make sure those offers are not introducing losses. Hear an analytic success story that brings together Risk and Marketing to simultaneously evaluate risk and customer affinity to discover profitable marketing strategies.





    PRESENTERS:

    Matt Stanley, Global Segment Leader, Custom Analytics & Applied Optimization
    Sonja Clark, Senior Consultant, Applied Optimization

    ABOUT THE WEBINAR:

    Often the Risk and Marketing departments are at odds in banking decisions - Marketing wants to grow revenue and bring in new customers, while Risk wants to make sure those offers are not introducing losses.  Hear an analytic success story that brings together Risk and Marketing to simultaneously evaluate risk and customer affinity to discover profitable marketing strategies.  Whether you need to mine your existing customer base for proactive cross-sell campaigns or maximize your budget for lead purchase, you can calibrate your marketing with analytic insight tempered with business control.

    THIS WEBINAR WILL COVER:

    1. Current challenges in marketing for banks
    2. How analytics unite risk and marketing in responsible growth
    3. Options for marketing innovation

    Sonja Clark

    Senior Consultant, Applied Optimization

    As a Senior Consultant in FICO’s Applied Optimization Practice, Sonja Clark has global responsibility for sales and marketing of FICO’s Decision Optimization solutions.

    Sonja joined FICO in 2010 as a data scientist, assisting and subsequently managing the delivery of complex predictive and prescriptive analytic solutions for clients throughout North and South America.  Her delivery work includes optimizing the credit limits for the majority of Canada’s credit card portfolios, leading to tens of millions of dollars of incremental profit and balance growth without incremental risk.  In addition, Sonja led the delivery of the Toyota Financial Service’s award-winning Collections Treatment Optimization solution that has kept 1600 customers in their cars and avoided millions in losses as a result of applying the optimal contact for each delinquent customer. Sonja holds a Master’s degree in Statistics from the University of Michigan, and undergraduate degrees in mathematics and psychology.  Prior to joining FICO, Sonja worked for the US Census Bureau in Washington, DC.

    Matt Stanley

    Global Segment Leader, Custom Analytics & Applied Optimization

    Matt Stanley has global responsible for sales and marketing of FICO’s custom analytic services and analytic tools, including Decision Optimizer, Xpress Optimization, Model Builder, and Scorecard Professional. Matt joined FICO in 1999 as a statistician. His first 4 years at FICO were split between developing new analytic products and delivering custom analytics for clients. His client work includes risk, attrition, and profitability modeling as well as optimization projects spanning decision areas such as credit line management, marketing, fraud, and retention. He subsequently spent 2 years in Analytic Product Management and then led Analytic Pre-Sales for 2 years. Since 2007, Matt has held various sales roles.

    Matt holds a Master’s degree in Economics with an emphasis in econometrics and game theory. Prior to joining FICO, Matt taught economics at San Francisco State University.

  • Implementing a Long Term Digital Banking Strategy

    Contains 1 Component(s)

    Digital disruption is a fully-formed phenomenon in the banking industry driven not by consumers in search of technology that can deliver convenience and simplicity.








    PRESENTER:

    Kevin C. Karrels - Senior Vice President, Digital Channel Strategy Executive, First Tennessee Bank

    ABOUT THE WEBINAR:

    This webinar features Kevin Karrels, Senior Vice President and Digital Channel Strategy Executive at First Tennessee Bank. With disruption a fully-formed phenomenon in the banking industry driven by consumers in search of technology that can deliver convenience and simplicity. In the coming year regional, midsize, and community banks must begin to get their digital houses in order or risk losing customers to the largest institutions that are implementing and sustaining long term digital banking strategies.  Thanks to the emerging technology in the digital banking space, it is possible for these banks to take the actions necessary to become competitive.  Kevin Karrels will provide practical, relevant roadmap for achieving this goal.

    THIS WEBINAR WILL COVER:

    1. Classifying and vetting your vendor options.
    2. Identifying the minimum viable feature set for a long term strategy.
    3. Determining the implementation strategy that best fits your institution.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Pragmatic, applicable insights to use in responding to the digital transformation in banking.
    2. Specific suggestions concerning the foundational requirements to sustain a long term digital banking strategy.
    3. Guidance based on experience about the challenges and opportunities when implementing the elements critical for a successful digital banking strategy.


    Kevin Karrels

    Senior Vice President, Digital Strategy Executive

    Kevin is a proud graduate of Auburn University and 18 year veteran at First Tennessee Bank, headquartered in Memphis, TN.  His 18 year career has spanned across many functions within the retail and consumer bank organization.  Starting his career within the branches he still uses those customer interactions to shape his strategies.  Over the last 7 years Kevin has been focused on bank strategy and changing customer preferences.  First in his role as Retail Segment Leader and now in his role as Senior Vice President, Digital Strategy Executive he has focused on the customer journey and the preferred channels.  As Retail Segment Leader he began the transition to concierge banking at First Tennessee, making the customer interaction more personal and more efficient.  He also led a change in how employees interact with the customer and changed the definition of a successful center.  Kevin also served on the innovation council within First Tennessee Bank during his tenor as Retail Segment Leader.  This experience led Kevin to accepting the new opportunity as the Digital Strategy Executive 4 years ago.  Kevin inherited an out of date and disjointed digital channel.  His first step was to replace the aging and complex online banking system with a new platform that would allow for a unified, competitive, and highly configurable environment to grow the First Tennessee Bank digital strategy.  Phase one, online banking replacement, is complete and phase two, mobile banking replacement is well underway.  Kevin looks forward to the opportunities that lie ahead to serve customer’s where they are, when they want to be served, and in any channel which they choose to use.  

  • Human Capital Strategies for Staffing the New Bank Branch

    Contains 1 Component(s) Recorded On: 03/07/2017

    To be successful in today’s banking industry, banks need to consider new human capital strategies that incorporate workforce technology to support the new branch transformation — which could include moving to the universal banker model.

    image

    PRESENTERS:

    Kevin Steel, Industry Principal, Kronos
    Bob Meara, Senior Analyst, Celent

    ABOUT THE WEBINAR:

    To be successful in today's banking industry, banks need to consider new human capital strategies that incorporate workforce technology to support the new branch transformation — which could include moving to the universal banker model.

    This webinar, hosted by the Consumer Bankers Association, will feature industry experts from Celent and Kronos in a discussion of why and how human capital management technology offers more effective ways to schedule employees and staff to demand — resulting in a more agile and efficient workforce that drives higher levels of customer satisfaction.

    THIS WEBINAR WILL COVER:

    1. Review Celent report: Human Capital Considerations for the New Branch and findings
    2. Provide insight on what staffing changes branches are considering at their organization
    3. How technology can help support the branch transformation

    TOP 3 BENEFITS TO ATTENDEES:

    1. Listen to industry experts explore provide valuable insight into branch transformation
    2. Ideas on new staffing strategies that can be implement at branches
    3. How technology can help to create a more efficient workforce and improve customer satisfaction

    Kevin Steel

    Industry Principal, Kronos Incorporated

    Kevin has been developing and selling workforce management solutions to banks for over 25 years. His background includes both working in and consulting to the banking industry. Because of his background, Kevin brings an informed perspective, providing additional credibility and knowledge to the process. Earlier this year he joined the Kronos team as a Retail Banking Expert, and can expound on how the Kronos solution is uniquely capable of assisting Banks in managing their retail networks through this transformative time.

    Bob Meara

    Senior Analyst, Celent

    Bob Meara is a senior analyst in Celent's banking group, with a research focus on branch and ATM delivery channels, customer analytics and check and cash payment processing technologies. A well known authority on remote deposit capture, Mr. Meara has led multiple consulting engagements including several proprietary research projects involving financial services hardware, software and the impact of self-service on branch banking.

    Before joining Celent, Mr. Meara was the director of product marketing at Alogent. Previously, Bob has also held positions in marketing and brand management at Stonebridge Technologies, Telemate.net Software, BellSouth, Hayes Corporation, and Procter & Gamble in addition to being a commissioned naval officer.

    Mr. Meara earned a B.S. in Applied Physics and Electrical Engineering from Case Western Reserve University.

  • Workforce: The Single Most Important Success Factor in Branch Transformation

    Contains 1 Component(s) Recorded On: 02/15/2017

    Branch transformation is not a project; it’s an iterative process. Branch technology, competitive products, branch design or renovation, and back-office automation are important factors for success with branch transformation. However, the single most important success factor in branch transformation is the workforce.


    PRESENTERS:

    Randy Ross, Executive Vice President, Kiran Analytics
    Dave Martin, President, Bankmechanics

    ABOUT THE WEBINAR:

    Branch transformation is not a project; it's an iterative process. Branch technology, competitive products, branch design or renovation, and back-office automation are important factors for success with branch transformation. However, the single most important success factor in branch transformation is the workforce. Why? Because deployment of branch technologies depends on user adoption by the branch workforce. Successful selling of new products and services depends on the effectiveness of the front line staff. And, success with automation of back-office operations depends on proper utilization of staff members.

    Ultimately, the quality of the customer interactions provided by front line branch staff and the productivity of the branch workforce are still the two most sustainable differentiators of retail banks.


    THIS WEBINAR WILL COVER:

    • The hidden impact of branch interactions on digital
    • Branch activity analysis for position planning and resource capacity optimization
    • Technology utilization
    • Sales and service process effectiveness
    • Tools for engaging, informing, and motivating bankers


    TOP 3 BENEFITS TO ATTENDEES:
    • Gain insights from experts who work closely with retail banking line of business leaders
    • Learn about the common challenges with branch technology utilization and how to address them
    • Find out about the best practices of banks for assessing and improving banker productivity

    For technical assistance with the web platform, please email cba@commpartners.com or call 1-800-274-9390.

    Randy Ross

    Executive Vice President, Kiran Analytics, Inc.

    Randy Ross leads global client management and business development for Kiran Analytics. His career has focused on delivering breakthrough results to financial services companies spanning the areas of payments, marketing services, operations, customer management, change management, workforce management, and technology. Leading the teams that deliver Kiran's predictive analytics driven branch transformation solutions, his central focus includes talent acquisition, workforce management, customer experience, and resource optimization.

    Randy has been a frequent speaker in Retail Banking and Banking Analytics conferences.

    Dave Martin

    President, Bankmechanics

    Dave Martin is the president of Bankmechanics, a firm dedicated to providing tools to engage, inform, and motivate bankers. As an expert on retail branch and in-store banking, Dave has trained and consulted on-site with over 200 banks in 46 states and Canada over the past 20 years.

    Dave Martin's Advantage Letter is one of the longest running newsletters in the banking industry - inspiring thousands of bankers, retailers, and service industry professionals to help their teams succeed. Dave also writes the longest running monthly opinion column for the American Banker publication.

    His unique perspectives have made him a frequently featured speaker at retail banking conferences.

  • Debit Trends and Cardless ATMs - A Cash Access Evolution

    Contains 1 Component(s) Recorded On: 12/15/2016

    Get the latest on debit industry trends, and discover how you can enhance consumer loyalty and improve your competitive edge, while optimizing portfolio profitability.

    image

    PRESENTERS:

    Carol Specogna, VP, Accel Debit Payments Network, Fiserv
    Brandon Watkins, VP, Product, Card Manager, IBERIABANK 

    ABOUT THE WEBINAR:

    Get the latest on debit industry trends, and discover how you can enhance consumer loyalty and improve your competitive edge, while optimizing portfolio profitability. Learn how your bank can leverage an evolving payments environment, while navigating through an uncertain regulatory environment. And learn about one of the most popular trends—how convenient cardless access at ATMs and other locations nationwide can enable you to be there for your accountholders with secure and immediate access to their cash when they need it.

    THIS WEBINAR WILL COVER:

    1. What are the latest trends in the debit payments industry, and where is it heading? 
    2. With the ongoing evolution of the payments industry, how is Accel better positioning financial institution issuers with their accountholders? 
    3. How relevant are ATMs in the digital age?

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn how the debit payments industry is evolving.
    2. Learn how to optimize debit portfolio profitability post-Durbin
    3. Learn about consumers expectations of more on-demand services

    ABOUT OUR PRESENTERS:

    Carol Specogna
    Vice President, Accel Network
    Fiserv

    Carol Specogna is Vice President of the Accel Network for Card Services at Fiserv, with responsibility for driving transaction growth and cardholder satisfaction for one of North America's premier debit payments networks. Prior to joining Fiserv, she worked at EDS and KeyBank.  Carol received her Bachelor of Commerce degree in Finance from the University of British Columbia, earned her MBA from Case Western Reserve University, and holds a Graduate Certificate in Applied Statistics from Penn State University.

    Brandon Watkins
    Vice President, Product, Card Manager
    IBERIABANK

    Brandon Watkins is VP and Operations manager of EFT/Debit Card Services for Iberia Bank with 24 years in the financial services industry with greater than 15 years in the Cards and Payments space.  Brandon previously worked as Cards and Product manager for Regions bank, attended the University Of Alabama at Birmingham and holds a private pilot certificate from Wallace State University.  Roles and responsibilities have included Operational direction and support of new Card products and initiatives to include Apple Pay, EMV, Personalized Cards and General Purpose Reloadable as well as has responsibility for the general direction of the Electronic Banking group including fraud mitigation and authorization performance.  Brandon is also a member of the Accel Network Strategic Advisory Council. 

  • P2P and Disbursements – The Direct Payments Opportunity

    Contains 1 Component(s) Recorded On: 12/13/2016

    P2P and business disbursements represent a $10 trillion opportunity in the U.S., which includes approximately $1 trillion in P2P payments and $9 trillion in various forms of disbursements and contractor payments. And this trend isn't going away.

    Visa_Logo_updated.png

    PRESENTER:

    Cecilia Frew, SVP, Head of US Push Payments, Visa, Inc.

    ABOUT THE WEBINAR:

    P2P and business disbursements represent a $10 trillion opportunity in the U.S., which includes approximately $1 trillion in P2P payments and $9 trillion in various forms of disbursements and contractor payments. And this trend isn't going away. In fact, around the world, due to the rise of the sharing economy and the proliferation of mobile devices, consumers and businesses expect to be able to pay and be paid quickly, securely, conveniently through any channel they choose. In this webinar, Visa's Cecila Frew, head of push payments in the U.S., will discuss this growing market and how Visa is approaching this opportunity.

    THIS WEBINAR WILL COVER:

    • The growing opportunity in the $1 trillion P2P and $9 trillion business disbursement markets that are currently dominated by cash, checks and overnight payments.
    • As the sharing economy expands around the world and the continued proliferation of mobile devices; consumers and businesses expect to be able to pay and be paid quickly, securely, conveniently through any channel they choose.
    • Since the majority of these payments are currently made with cash, checks and through the Automated Clearing House (ACH), financial institutions and developers have a tremendous opportunity to digitize and ultimately improve the speed, convenience and security of sending and receiving these type of payments.

    TOP 3 BENEFITS TO ATTENDEES:

    • Attendees will have a deeper understanding of the business opportunity and how Visa is working to help financial institutions through Visa Direct.
    • Financial institutions and partners can quickly build real time payments solutions by accessing Visa Direct through a comprehensive API library on the Visa Developer Platform.
    • Because Visa Direct leverages the existing payment network infrastructure, the platform is highly cost-effective, secure and scalable to markets around the world. In addition, it reaches more than 200 markets around the world and reaches billions of consumer accounts - including non-Visa branded debit cards.

    Cecilia Frew

    SVP, Head of US Push Payments Visa, Inc.

    Cecilia Frew is responsible for leading the U.S. commercialization of Visa Direct, which enables push payments to cardholders around the world. In her role, Cecilia drives the strategy and execution for the quickly evolving push payments market and industry needs for faster payment delivery. Previously, Frew was Head of prepaid products in the U.S. across all prepaid segments including consumer, government, corporate and employee benefits.

    Prior to joining Visa in 2014, Cecilia was SVP Debit and Prepaid Products, and Customer Rewards at PNC Bank, where she lead all aspects of the business lines including product management, P&L leadership, growth, risk management and operational excellence. Prior roles included leading the bank's distressed home equity portfolio after the purchase of National City Bank and directing corporate banking strategy.
    Prior to PNC, Cecilia was a management consultant for McKinsey and Company and worked for Eastman Kodak Company in sales. She received her bachelor's degree from the University of Illinois and her MBA in Finance and Economics at University of Chicago's Booth School of Business.

  • Hidden Opportunities With Subprime Borrowers

    Contains 1 Component(s) Recorded On: 12/08/2016

    Join us for this insightful CBA Webinar about the hidden opportunities to be realized from performing, crisis-era subprime borrowers with 10-year payment histories on high-interest-rate mortgages.

    black_knight_logo.png

    PRESENTERS:

    Julian Grey, Mortgage Market Leader, Black Knight Financial Services, Data & Analytics Division
    Conrad Ficca, Vice President, Black Knight Financial Services, Data & Analytics Division - McDash™ Group

    ABOUT THE WEBINAR:

    Join us on Thursday, Dec. 8, 2016, at 2 p.m. ET for this insightful CBA Webinar about the hidden opportunities to be realized from performing, crisis-era subprime borrowers with 10-year payment histories on high-interest-rate mortgages. Industry veterans Julian Grey and Conrad Ficca from Black Knight Financial Services will show how refinancing this market segment into new loans with risk-based pricing can effectively reduce a lender's future risk of default and improve the borrower's situation.

    THE WEBINAR WILL COVER:

    • Insight into the population of performing, crisis-era vintage subprime loans
    • A comparison of bank and non-bank production and performance
    • Risk-based pricing opportunity represented by this population for 2017
    • How understanding this borrower subset can be valuable for future modeling, credit expansion and overall decision-making

    TOP THREE BENEFITS TO ATTENDEES:

    • Assess the opportunities represented by performing crisis-era subprime borrowers
    • Gain insight into the ways in which understanding this cohort's behavior over the past 10 years can help improve future decision-making
    • Gain an understanding on securing significant risk based pricing cash flow while creating life-changing savings for higher risk, though proven, borrowers

    ABOUT OUR PRESENTERS:

    Julian Grey
    Mortgage Market Leader
    Black Knight Financial Services
    Data & Analytics Division


    Julian Grey is an experienced product management professional with a proven track record of innovation in data and predictive analytics solutions, including housing indices, home price forecasts, and housing market forecasts. She was named to the MReport's prestigious list of Women in Housing for 2016 and one of HousingWire magazine's 2015 Women of Influence.

    Conrad Ficca
    Vice President
    Black Knight Financial Services
    Data & Analytics Division - McDash™ Group


    Conrad Ficca manages all day-to-day operations of data collections, reporting and analytics for Black Knight's industry-leading McDash database, which tracks loan-level information covering the majority of the mortgage market on a monthly basis.

  • An FCRA Refresher for Compliant Cross-Selling: Ensure Permissible Purpose

    Contains 1 Component(s) Recorded On: 12/06/2016

    In today's regulatory environment, the CFPB is expected to intensify its scrutiny of cross-sell practices across the financial services industry.

    equifax_logo_red_201.png

    PRESENTER:

    Tammy Stacy, Deputy Chief Compliance Officer, Equifax

    ABOUT THE WEBINAR:

    In today's regulatory environment, the CFPB is expected to intensify its scrutiny of cross-sell practices across the financial services industry. This added focus has encouraged many banks, credit unions, lenders and card issuers to re-examine their own cross-sell processes. Take steps today to ensure the proper and permissible use of credit reports across your organization with a refresher on FCRA best practices.

    THIS WEBINAR WILL COVER:

    1. Trends Observed in CFPB-Regulated Financial Institutions
    2. Recommendations around FCRA Compliance
    3. Differences between Cross-selling and Prescreening

    TOP 3 BENEFITS TO ATTENDEES:

    1. Back-to-Basics on Best Practices around FCRA Compliance
    2. Help define what you should be reviewing in your current cross sell processes
    3. Alternatives to consider that are both compliant and profitable, while providing a 'customer first' experience for your customers

    Tammy Stacy, CRCM

    Deputy Chief Compliance Officer, Equifax

    Tammy joined Equifax as Deputy Chief Compliance Officer for Regulation and Compliance in January, 2014. She is responsible for ensuring all products and services, including marketing materials, meet consumer financial protection laws and regulations. She also supports the sales force in answering compliance related questions or issues raised by their clients. Tammy is a Certified Regulatory Compliance Manager (CRCM), with over thirty years of compliance experience with financial institutions, including Bank of America, Wells Fargo, The Brand Banking Company, and most recently, Bank of the West. She has first-hand experience contributing to the writing and revision of consumer financial regulations as a former regulator in Washington, DC. As a former member of the Mortgage Markets Committee of the American Bankers Association, she worked closely on the analysis, interpretation, and implementation challenges of the multiple new mortgage lending and servicing regulations that were effective in January, 2014. Tammy brings to Equifax a wealth of compliance experience, including as a former Chief Compliance Officer and as a Fair Lending Officer and has covered Retail, Consumer, Commercial and Mortgage Compliance. This experience will enhance the further development of our compliance program as well as our interactions with our clients.

  • Countering Cyber Fraud: The Analytic Advantage

    Contains 1 Component(s) Recorded On: 12/01/2016

    Join this webinar to learn how organizations are staying one step ahead of financial criminals through the power of analytics.

    Fiserv_Logo.jpg

    PRESENTER:

    Andrew Davies, VP, Financial Crime Risk Management, Fiserv

    ABOUT THE WEBINAR:

    Cyber fraud is constantly morphing, seeking out the path of least resistance, and the path to increasing the value of fraud. When cyber fraud intersects with the world of high value global payments, it poses a material threat to the stability of financial institutions, and potentially, the global financial system itself. The danger is real, and the lack of informed action by financial institutions could have consequences on a massive scale.

    With the threat of cyber fraud being ever more present, it is vital that financial institutions and their customers prepare themselves for any possible situation. Financial institutions must adapt their approach, not only to protect themselves from fraud, but to provide their customers with fast, safe and reliable banking services that fit with the pace of their lives.

    Join this webinar to learn how organizations are staying one step ahead of financial criminals through the power of analytics.

    THIS WEBINAR WILL COVER:

    1. Drivers and trends
    2. Payment fraud detection evolution
    3. Data and analytics advantages

    TOP 3 BENEFITS TO ATTENDEES:

    1. Understand new cyber threats and trends
    2. Gain awareness about global payments initiatives and the potential impact on fraud
    3. Be better equipped to combat the global threat of cyber fraud

    ABOUT OUR PRESENTER:

    Andrew Davies
    VP, Financial Crime Risk Management
    Fiserv

    Andrew works with financial institutions around the world to design and deploy effective risk management solutions. He is expert in combating and mitigating financial crime risks associated with payment fraud, compliance and money laundering. This year alone, Andrew has provided insights about financial crime at industry events in Asia, Europe, Latin America and North America.

  • The Rise of Open Banking

    Contains 1 Component(s) Recorded On: 11/22/2016

    Open Banking is the movement to enable digitally-focused companies to leverage traditional banking services - from access to basic account information to complex multi-party cross-border transactions - in real-time and with little or no human intervention.

    image

    PRESENTER:

    Filippo Scognamiglio, Principal, The Boston Consulting Group

    ABOUT THE WEBINAR:

    Open Banking is the movement to enable digitally-focused companies to leverage traditional banking services - from access to basic account information to complex multi-party cross-border transactions - in real-time and with little or no human intervention.

    As brick-and-mortar branch traffic is replaced by online traffic to bank websites, US banks are becoming increasingly reliant on third-party platforms, hence the need for "open" platforms. Open platforms create new opportunities for banks, but also come with risks.

    Furthermore, customers are increasingly focused on frictionless payments (e.g., Uber) and experiences. There is a risk that financial institutions are becoming more utility-like when competing directly with FinTech payment startups and established firms.

    Finally, aggregators are becoming a safety concern for client information, a direct cost, and an intermediation threat for banks. Banks are combating the threat of aggregators (such as Mint.com) by developing Secure Data Exchanges (based on API technology).

    This webinar will address key questions on Open Banking, including how different banks are trying to solve the customer experience puzzle, and how banks are reacting to the threat of aggregators.

    THIS WEBINAR WILL COVER:

    1. What Open Banking is and what it is not, including examples of successful use cases
    2. Regulators' actions (in Europe) and market trends (in North America) that are driving the rise of Open Banking
    3. How to define the size of the prize - is there a billion-dollar value opportunity for your institution?
    4. How to frame the key questions in defining your Open Banking strategy
    5. What your institution will need to successfully execute your Open Banking strategy

    TOP BENEFITS TO ATTENDEES:

    1. Learn about how Open Banking can help you drive your next billion-dollar value opportunity
    2. Understand what is required to define and execute a strategy in the Open Banking space

    Filippo Scognamiglio

    Principal, The Boston Consulting Group

    Filippo joined The Boston Consulting Group's New York Office in September 2010. He is a core member of the Technology Advantage Practice Area, focusing on the Financial Services sector (banking, payments, insurance). He is a BCG Strategy Institute alumnus, class of 2013. Filippo leads Open Banking topic development for BCG globally. He has successfully executed two major Open Banking engagements for leading global financial institutions.

    Before joining BCG, Filippo worked for the Milan office of Roland Berger Strategy Consultants. Prior to that, he participated in a successful IT startup venture (Neptuny - now part of BMC Software), where he focused on developing one of Europe's largest banking accounts.

    Filippo earned his MBA with Beta Gamma Sigma and Dean's List honors from Columbia Business School in 2010 and received a B.S. in Computer Engineering from Politecnico di Milano in 2004.