Branch Transformation 2017

Royal Lancaster Hotel, London
28th-29th November 2017

Banks are under unprecedented pressure to manage costs, while simultaneously improving the customer experience. Mass adoption of digital banking services is transforming the way customers interact with their bank. In order to remain relevant and profitable, the branch must inevitably change. It is against this backdrop that RBR is organising Branch Transformation 2017 on 28th and 29th November 2017 at the Royal Lancaster Hotel in London. A high-quality speaker programme forms the core of the two-day event. It includes best‑practice case studies from leading banks, showcasing their response to the challenge of making the branch fit for purpose in this new paradigm.

Watch the video below to get a flavour of the event, or click here for interviews with delegates.

There are three main ways of getting involved in Branch Transformation 2017:
- to exhibit or sponsor, please email Amanda Hardy
- to submit a speaker proposal, please email Emily Beeby
- to attend, please book online or email Joanne Kumire.

Ticket prices are as follows:
- Banks and IADs: £1,400 +vat
- Others: £2,000 +vat

565 delegates - including 300+ bank executives from 50+ countries attended Branch Transformation 2016.  For for more information on how your company can get involved  in Branch Transformation 2017, please get in touch.

Media partners: Banking Technology  |  Card & Payments World  |  Financial IT  |  Fintech Finance  |  FStech IBS Journal  |  Kiosk Solutions  |  Payments Cards and Mobile  |  Payment Week 

The provisional 2017 speaker agenda is shown below – please download the brochure for a more detailed version.

DAY 1: Tuesday 28th November 2017


• Designing branch experience for the future
  Ivan Dubovsky, Managing Director, Head of Business Transformation, Barclays (UK) and Steve Lidbury, Managing Principal, Eight Inc (UK)
• The friendly disrupter – anticipating the trends of tomorrow
  Janina Lieser, Chief Collaboration Officer, Pivotus Ventures, Umpqua Holdings Corporation (USA)
• How to balance the digital and physical service delivery
  Morten Jorgensen, Director, RBR (UK)
• Connected Commerce – the digital future is now; transcend channels and create connected touchpoints
  Alan Kerr, Senior Vice President, Software, Diebold Nixdorf  (USA)
• Showrooms, stores and service centres – at the heart of relationship banking
  Kevin Norlin, SVP, Global Sales Financial Services, NCR (USA)
• We were bankers
  Mike Bielamowicz, EVP, Director, Global Solutions, Glory (USA)


• Five things about branch transformation that we all get wrong
  Jonathan Vorhees, Financial Industry Consultant (USA) and Mort O'Sullivan, CEO, ARCA (USA)
• Branch network transition in a digital context
  Morten Olsen, Head of Branch and ATM Development, Nordea Bank (Denmark)
• Effective branch network transformation – key success factors
  Artur Zurek, Head of Retail Network Support and Optimisation Department, Bank Millennium (Poland)


• Optimising the network with microbranches
  Mauro Iannucci, Network Innovation Manager, BNL BNP Paribas (Italy)
• Bank branches supporting their communities
  Scott McLennan, Regional Manager, Santander (UK)


• What are the uses for artificial intelligence in the branch?
  Wayne Bartlett, Chief Strategist, Financial Services Industry, Microsoft (UK)
• The branch robot – a case study
  André Duarte, Head of Branch Transformation and Self-Service Banking, Emirates NBD (UAE)
• Leveraging AI to deliver superior customer experiences in branches
  Prasanna Gopalakrishnan, Senior Vice President and Chief Digital & Information Officer, Boston Private (USA)


• Branching out – meeting transactional banking needs of UK business
  Phil Trew, Head of Cash Products, RBS Group (UK)
• From Service to Sales to Assisted Self-Service to Sales
  Sergio Magalhães, Head of the Branch of the Future Department, Millennium bcp (Portugal) and Nicola Simeone, Head of Professional Services, Auriga (Italy)
• Using digitalisation as the balance between serving core customers and future customers
  Resmi Hibraj, Head of Cards Business & Electronic Banking Retail Division, Raiffeisen Bank (Albania) and Fiona McDade, Product Manager, Software Services, NCR (UK)

DAY 2: Wednesday 29th November 2017


• Branch transformation for the corporate banking customer
  Sameer Dubey, Head of Transaction Products, UK Corporate Banking, Barclays (UK)
• Redesigning the customer experience with digital across physical channels
  Ates Sakrak, Director of Retail Banking Strategic Business Direction, TEB (Turkey)
• Enhancing the customer experience while improving efficiency
  Dukhabandhu Rath, Chief General Manager, State Bank of India (India)


• Outsourcing branch transformation processes – an IAD perspective
  Givanildo da Luz, CEO, Saque e Pague (Brazil)
• Replacing branches with stores – a sales-focused outlet
  Ronald Pieters, Director Retail & Advice, SNS Bank (The Netherlands)
• A branch designed and driven by customer insight
  Hazal Ozguyen, Senior Vice President of Process Development and Organisation, Garanti Bank (Turkey) and Emre Kuzlu, Group Partner and Managing Director Istanbul, I-AM (Turkey)


• Software – a key enabler for branch transformation and innovation
  Sol Gindi, Chief Administrative Officer, Consumer Bank, JPMorgan Chase (USA) and Devon Watson, Vice President & Chief Marketing Officer, Diebold Nixdorf (USA)
• Branch transformation – where design meets function
  Cathy dePasquale, SVP, Director of Strategic Development & Delivery, Flushing Bank (USA)
• The physical reboot – who says that the branch elephant can’t dance?
  Ravikumaran Govender, Head of Channel Strategy and Development, Retail and Business Banking, Absa Bank (South Africa)


• The bank branch as a digital lounge
  Maciej Jakubowski, Head of Design, Alior Bank (Poland) and Joanna Jabłonska-Białowas, Director of Customer Relationship Department, Alior Bank (Poland)
• New-generation digital branches
  Visal Ahmet Özten, Director of Alternative Distribution Channels, Al-Baraka Bank (Turkey)
• Branch transformation – a fundamental change across the bank
  Maisa J Shunnar, Head of the Strategy Implementation and Transformation Department, Bahrain Islamic Bank (Bahrain)


• How to avoid branch disruption
  Jean-Pierre Lacroix, President, SLDNXT (USA)
• Will reinvention wreck the branch?
  Rachel Rich, VP, North American Digital Channels, Sr. Marketing Manager, BMO Financial Group (USA)
• Digital meets traditional – taking a hybrid approach?
  Lee Travers, CEO, iam bank (USA)
• How many branches does your bank need?
  Ian Goodliffe, Associate, CACI (UK)

15:45 Closing remarks

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