9:00 AM
Registration Opens
9:00 AM to 10:00 AM
Networking and Continental Breakfast
10:00 AM to 10:05 AM
Welcome Note
10:05 AM to 10:15 AM
Summit Chair's Opening Remarks
10:15 AM to 11:00 AM
Keynote Address: Financial Services Industry - An Economic Perspective
Trends in Financial Services Industry: Transformation resulting from the biggest economic crisis of recent times, evolving structures of the financial services firms, growth opportunities, and a reality check on the current status of financial services industry landscape.
Dr. Thomas Meyer
Chief Economist, Deutsche Bank Research in Deutsche Bank AG, eResearch
11:00 AM to 11:40 AM
Panel Discussion: Doing more with less - Innovative sourcing models in Banking Industry
In this panel discussion, the participants will discuss the changing business sourcing needs in the banking industry, emerging innovative sourcing models to drive efficiencies and leverage of economies of scale. The discussion will reveal the flexibility and cost savings the client firms have received by using service providers to upgrade their delivery models.
Sanjiv Somani
Managing Director, Group Offshoring, UBS
Russell Wilkinson
Change Management Executive, Card Services
Moderator
TBD
11:40 AM to 12:20 PM
Beyond Bandwidth: Exploring the scope for adding more services/functions into the ‘mainstream’ of outsourcing due to growing pressure for performance and profits in the financial services sector.
This discussion will focus on the scope for the outsourcing service providers to climb to the next rung of services/functions. Are their service models and capabilities competent enough to meet the challenge in delivering the solutions/services/processes? Which newer services/functions can be outsourced and has potential for growth. However, it also has its share of challenges and constraints. The panelists will also discuss the ways to deal with these impediments.
Hussain Baig
Lloyds TSB
Rick Simmonds
Partner & Head of Financial Services Sector, Alsbridge
12:20 PM to 1:20 PM
Networking Lunch, Table Top Exhibit Viewing
1:20 PM to 2:00 PM
Thought Leadership: IT Infrastructure – Technical challenges due to multi platforms, better connectivity, geographical span
Considering the fact that financial services companies are keen to conduct business in multiple geographical locations, to have latest technical support to implement such business strategies is very important. The panel will discuss the challenges of providing an integrated solution to the clients dealing in complex products, involving markets based in different regions and operating on disparate platforms. The panel will discuss the latest technological solutions available while highlighting the areas open for innovations and enhancements. Can the technology support a true ‘global integrated transactional’ framework?
OR
Panel Discussion: Financial Industry Turmoil – Where do we go from here?
In this panel discussion, the participants will discuss the impact of the recent turmoil in the financial services industry and debate where will the industry go from here. This panel discussion will bring together some of the best thought leaders in the industry who will opine on the structures of the financial firms, the markets, the financial instruments and products that will define the foundations of the redefined financial firms for the next generation.
TBD
2:00 PM to 2:40 PM
Research Perspective: Market Trends in KPO
In this session, panelists will focus on trends, opportunities and challenges in knowledge process outsourcing in the financial services industry. The discussion can delineate if a particular industry segment such as banking has bigger potential for KPO than an Insurance segment. Are there any industry specific trends in KPO? The discussion will include details on how financial services companies are looking for opportunities to leverage the ‘knowledge centric’ or ‘value based’ information to enhance their businesses, operations, and logistics.
TBD
2:40 PM to 3:20 PM
Enterprise Case Study: Financial Services Client Firm Success Story/Roadmap Story for Finance and Accounting Outsourcing
This session discusses trends in Finance and Accounting outsourcing and offshoring practices being adopted by the financial industry. The discussion will further highlight on identifying the most effectual strategies and tactics for finance and accounting outsourcing deployment. The session will specifically focus on successful governance and innovative SLA’s implemented. The session will also talk about how initial technological, operational or cultural impediments are tackled, if any. What are the forecasts for growth in Finance and Accounting outsourcing?
TBD
3:20 PM to 3:40 PM
Networking and Refreshment break
3:40 PM to 4:20 PM
Panel Discussion: Asset Management Outsourcing – Technology and Operation Platforms, Risk Management and Compliance
In this panel discussion, panelists comprising of industry leaders and service providers will discuss emerging trends (requirements), threats and opportunities resulting from changes in global regulations, and addition of complex products by the fund managers. The panelists will also discuss myths and realities of where the industry is on outsourcing vs. expectations that were established. The panelists will highlight the impediments and the corrective actions that need to be taken to bridge the gaps between expectations and realities as perceived by the clients and providers of outsourced services in the financial services industry.
Simon Pilkington
VP, State Street Investment Manager Services
Nick Durr
Managing Director, Citi
Lynn Clark
Head Of Middle Office, RCM, Allianz’z Investors
Moderator: Mark Prinsley
Partner - Intellectual Property and IT Group -Mayer Brown International LLP
4:20 PM to 4:30 PM
Summit Chair’s Closing Remarks and Summit Wrap-up
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