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VIRTUAL ROUNDTABLE

Towards an open finance future: the roadmap to becoming more than a bank

Thursday 9 July 2020

Online at 11am BST

 

MoneyLIVE and Salesforce cordially invite you to join the executive banking virtual roundtable Towards an open finance future: the roadmap to becoming more than a bank.

Open banking and the rollout of PSD2 has unlocked new capabilities in the way customers access, manage and control their finances. Open finance takes this journey to the next level. With a range of services to offer and different customer-facing platforms to choose from, the future is evolving, fluid and full of possibility.

This roundtable is an invitation-only online event that will bring together senior strategists and experts in open banking and the customer journey from leading retail banks to explore opportunities in open finance.

Key topics discussed

✓ Different visions of an open finance future from the bank and customer point of view

✓ What services will be most central to success and how partnerships can help banks achieve that goal

✓ How banks can foster a customer-centric model and become a central to customers’ daily lives

Agenda

The virtual roundtable will start at 11am and last approximately 90 minutes

Introduction to roundtable

Neeta Mundra, Financial Services Evangelist, Salesforce

Participant introductions

Opening remarks from roundtable chair

Sean Hunter, Chief Information Officer, OakNorth Bank

Roundtable discussion chaired by industry moderator

  • Building on open banking foundations: what recent innovations will be central to building an open finance future?
  • Lifestyle portals, platforms, marketplace ecosystems: understanding the advantages to different models and what success looks like for each
  • The power in partnerships: what connections will we see more of and how can they be made well?
  • From advice and PFM, to insurance and accounting: what are the timescales for playing bigger roles in customers’ daily lives?
  • From personalisation to profit: how can banks ensure that customers fully understand the true benefits of open finance
  • Evolving business models and brand identity: how far will the nature of a bank evolve and how important will maintaining the customer relationship be to long-term success here

Closing remarks

End of roundtable

 

Speakers

Neeta Mundra

Banking and Financial Services EvangelistSalesforce

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Neema Mundra, Salesforce | MoneyLIVE
Neeta Mundra

Banking and Financial Services Evangelist

Salesforce

Neeta is a senior executive with a strong entrepreneurial spirit and a commitment to driving business outcomes with over 19 years of global banking and insurance experience and a deep understanding of technology and financial services. She recently won the “Exceptional Women of Excellence Award” at Women Economic Forum.

Besides her full-time role at Salesforce, Neeta is non-executive director and on the board of Young Women’s Trust (UK), on the committee of Women in Banking and Finance (Head Women on Board program), and a mentor with the Cherie Blair Foundation. She is very passionate about technology disruption, transparency in financial services, open banking/finance and appears in various panel discussions. She is an angel investor in fintech start-ups and is particularly interested in women led fintech start-ups.

Over the years, she has performed various roles ranging from building platforms, delivering large-scale transformation programs to top banks and insurance companies, outsourcing, management consulting to heading regions. She has managed P&L to build successful, profitable and scalable business units and led strategic mergers & acquisitions.

Sean Hunter

Chief Information OfficerOakNorth

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Sean Hunter, OakNorth | MoneyLIVE
Sean Hunter

Chief Information Officer

OakNorth

Sean is Chief Information Officer at OakNorth, the next-generation credit platform that’s redefining lending to lower mid-market businesses globally.

Prior to this, Sean was one of the first commercial engineers at Palantir Technologies in Europe where he led trader oversight partnerships with large financial institutions, particularly Credit Suisse, which led to being co-head of the JV called Signac. Before Palantir, Sean was a strategist at Goldman Sachs for 8 years, working in equities, fixed income and algorithmic trading.

Request an invitation

This roundtable discussion is designed for senior executives working for banks.

Fill in this short form if you meet the above criteria and would like to participate in the discussion on 25 June 2020 at 11am. All invitation requests will be vetted and approved (or declined) by the organiser.

Sponsored by

Salesforce, the global CRM leader, enables companies to connect to their customers in a whole new way. With its innovative Customer Success Platform, Salesforce sets the global standard for customer relationship management, engagement, and intelligence by integrating sales, service, marketing, community, analytics, IoT, and app development in a trusted cloud for businesses of every size and industry. For more information, visit www.salesforce.com