Workshop Agenda | The Excellence in Retail Financial Services

Use of Augmented/Virtual Reality in Finance - Workshop

Nowadays, it seems like commercial banks are accounting for fewer mortgage loans than ever before, and that means more and more fintech companies are entering the highly competitive market - and AR technology is at the forefront of this customer experience transformation. For example, National Bank of Oman uses AR to allow customers to locate a nearby ATM or branch as well as find offers and deals while walking around a shopping mall or down the street anywhere in Oman. The Commonwealth Bank of Australia and Halifax in the UK offer "home finder" apps that use AR technology to allow users look at data on houses for sale as they pass them. VR also unifies the real estate and the banking experience for the customer, which significantly reduces the hassles of scheduling appointments with customers, sellers, agents and bankers. With AR and VR becoming more functional as well as affordable, they can be utilized to transform the customer experience of the customers. Businesses that can effectively incorporate these immersive experiences by using the latest AR and VR technology will be able to create lasting impressions on customers.

In this workshop, you’ll learn the basics of modern AR/VR as well as some of the representative applications currently being used by other financial institutions. Along the way, we also hope to excite you about the numerous applications and huge possibilities in the field of AR/VR, which continues to expand human capability beyond our imagination.

Delegates attending this one-day workshop will gain complimentary access to The Excellence in Retail Financial Services Convention 2019 – designed for senior executives from retail banks, financial institutions, insurance, fintech and large technology companies to come together for a day of intense discussions on the key developments in the financial services and retail banking sector.

Meet our Workshop Leader

	Dr. John Holder Chief Technologist, Realities Centre London Dr. John Holder has over 20 years’ experience in VR and Immersive technology. In 2016 he was invited to exhibit Immersive Content at Cannes Film Festival, Artrooms London, Berlinale, Sundance, Paris VR Festival, Venice Film Festival, The BFi and UKVR fest. Specialised in MR, VR, 4k live-stream & recorded 360 video, photogrammetry and AR production. Creator of virtual and mixed reality experiences for HTC Vive, Oculus Rift, Microsoft Hololens, Samsung GearVR, Google Daydream and Cardboard utilising games engines, WebGL and 360° video. Doctor of Digital Arts, M.Sc. in Virtual Reality and believer of Immersion, Interaction and Innovation.
Use of Augmented/Virtual Reality in Finance- Workshop Wednesday March 20, 2019
08:00 - 09:00	Registration
09:00 - 09:30	Welcome Remarks & Introduction by Dr. John Holder
09:30 - 10:30	Fundamentals of Augmented Reality (AR) and Virtual Reality (VR) Understanding the history, differences and uses of AR and VR. Virtual Reality & Augmented Reality – Past and present Learn the difference between AR/VR Using this technology within the corporate context
10:30 - 11:00	Coffee/tea break
11:00 - 12:00	Augmented reality – The future of the financial services industry The potential of AR to transform productivity AR enabling realistic person-person interactions Reducing costs for the FIs physical branches Augmented reality market worth $80bn by 2025 Group exercise
12:00 - 13:00	Lunch
13:00 - 14:00	Virtual reality – Conquering every sector Offering fully immersive sensations, the virtual reality market is expected to represent 30 billion dollars by 2020 and impact every sector of the economy. Visualising intangible services Enhancing the conversation with customers Integrating VR into next-generation financial services Virtual reality challenges and opportunities Group exercise
14:00 - 15:00	Combining AR and VR with blockchain and cryptocurrencies to transform the future Looking into the future, AR/VR will play an important role as blockchain and cryptocurrencies continue to grow. Therefore, it is imperative that institutions are ahead of the game and understand the tech of the coming generations. Use of blockchain technology to create new amazing VR applications How these two technologies can change the future of society across all fields/li> Case studies from companies already utilizing these emerging technologies
15:00 - 15:30	Coffee/tea break
15:30 - 16:30	Extended Reality (XR) - Learning from innovative Medical XR development to build a new Fintech era Looking beyond medicine, there are all sorts of innovative ways for XR to enhance our lives as individuals and improve our connections with each other, and many companies are already working to do just that. The possibilities of XR and the importance of embracing it Measurables and ROI Developing in Unity for XR a demo with case studies
16:30 - 17:30	Launching AR/VR strategies for your institutions Defining AR/VR project Prototyping of an MVP Project planning, scope, timeframe and management Content production for AR/VR project Final project
17:30	End of workshop
* Please note that Sessions, speakers and panellist may change according to availability Register Now For more details and group discounts, please contact : Gen Amorin Email: gamorin@theasianbanker.com Tel: +65 6236 6521

Transform Your Business Using Blockchain - Workshop

Originally derived from bitcoin, the concept of blockchain has dominated recent financial news and is tipped to be the next thing to revolutionise the banking world. We are at a point of inflection and it is therefore the perfect time to prepare yourself for the huge potential the blockchain has to offer. All the major banks are investing into the key players in the field and devoting significant resources to ensure they are ready for the explosion. Investment is surging into corporate blockchain projects; blockchain startups, blockchain research and blockchain pilot projects. This clearly indicates, it is high time for incumbent financial services players to take it seriously. The idea that this technology may replace the traditional clearing systems globally further highlights that it cannot be ignored and that it is key to gain a thorough understanding now at this vital stage of its development.

This practical course will provide you with the perfect grounding you need, to not only to demystify this exciting new technology, but prepare you with a strategy of how it will impact you and your organisation.

Delegates attending this one-day workshop will gain complimentary access to The Excellence in Retail Financial Services Convention 2019 – designed for senior executives from retail banks, financial institutions, insurance, fintech and large technology companies to come together for a day of intense discussions on the key developments in the financial services and retail banking sector.

Meet our Workshop Leader

	Meng Chan Shu Co-Founder & CEO, Connect Blockchain DMCC Meng Chan Shu, has more than 20 years of experience in the financial and commodities markets with expertise in working in exchanges, blockchain technology, clearing and settlement, proprietary trading, asset management, investment banking and custody services. He is the CEO of CBX which is a digital asset trading platform dedicated to providing users with safe and professional digital currency trading services. As the co-founder and CEO of Connect Blockchain DMCC, he has setup the crypto asset trading business and trading desk where he manages liquidity provision for the parent company InBlockchain Inc. Previously he worked at different key positions in Dubai Gold and Commodities Exchange (DGCX), Dubai Commodities Clearing Corporation (DCCC) and Bursa Malaysia.
	Hassan Nasser RegTech, Compliance & Risk Management Expert Hassan Nasser holds over 30 years of senior management experience in compliance, risk management, fraud prevention, and banking operations. He is a member of several UAE government committees and has been instrumental in migrating compliance and risk management into smart approach using RegTech such as AI/ML and blockchain technology. Hassan was instrumental in establishing and implementing a compliance and risk management framework including enterprise-wide risk with special emphasis on credit risk, IFRS 9, Basel III, ISO 31000, ISO 19600 and COSO frameworks.
Transform Your Business Using Blockchain - Workshop Wednesday March 20, 2019
08:00	Registration
09:00	Rejuvenate old business models and spur innovation Key elements of blockchain: How and why they matter in the financial services industry Five Types of Blockchain Consensus Mechanisms : POW, POS, DPOS, PBFT, DAG Identification of specific problems and assessing the wider implication of blockchain implementation Critical success factors in designing your own blockchain initiative – Striving for clarity but expecting uncertainty An overview of leading blockchain projects in finance today and how they are designed The associated risks and challenges and selecting an appropriate governance model to deal with them Industry based case studies of implementing a blockchain based infrastructure
10:00	Coffee/tea break
10:30	Future developments in blockchain and how to prepare for them Blockchain to change global value chains, markets and institutions Blockchain Applications: Healthcare, Intellectual Assets, Internet of Things (IoT), Tenders and Bids, Digital Billing, Supply Chain, Insurance, Banking and Certifications Blockchain Trends: Security Tokens, the rise of Alternative Asset Classes – digital assets, the creation of Decentralized Ecosystem Platforms and new business models, Hybrid Models Digitisation through blockchain – another source of big data Stock trading and settlement to credit verification
11:30	The trend: traditional financial experts tend to enter the cryptocurrency industry Rise of crypto exchanges: Security, strong technical support, trading experience, selected crypto assets, KYC+AML, FIX API Popularity of decentralized applications (DApp) in social networks, gaming and entertainment, Crypto Asset Wallet Creating a timeline and list of milestones for your blockchain strategy The time scale: 1-year events, 3-year implications, 5-10-year shifts Lobbying: What to tell colleagues, bosses, shareholders and regulators? The Red Queen effect: What happens if your bank gets blockchain right? Tactics and strategies for your organisations: HR development, building relationships with new organisations to develop new ecosystem, agnostic blockchain projects, competitions, hackatons, venture capital and beyond
12:30	Lunch
13:30	Governance, Risk and Compliance (GRC) - Transform your Business using Blockchain Weakness of traditional approach to GRC. How RegTech and especially blockchain could help migrate from traditional to smart and integrated GRC. Benefits of blockchain for GRC. Digitize the KYC process; fight against money laundering, terrorist financing, fraud and other financial crimes. Impact of blockchain on the audit and assurance profession
15:00	Coffee/tea break
15:30	How blockchain could revolutionize financial services How blockchain will change financial services with special emphasis on: Payments Clearing and Settlement Asset management Trade finance Credit operations Syndicated loans
17:00	End of workshop
* Please note that Sessions, speakers and panellist may change according to availability Register Now For more details and group discounts, please contact : Gen Amorin Email: gamorin@theasianbanker.com Tel: +65 6236 6521

Developing the Digital DNA For Your Organisation - Workshop

Make your employees agents of change in a transforming world

Companies find themselves struggling to keep up with developments in this fast changing world. Specifically, technologies follow each other at ever increasing speed, each one promising to be the next big thing. But technology evolves so fast, it is difficult to follow every development anyway. It is an important part of doing business, but if the employees are not able to transform themselves, change is bound to fail. How come startups are better able to cope with these changes? How come technology companies seem to have thriving, agile cultures and to attract enough top talent, when banking culture is considered old fashioned? One of the most important learnings is not to focus on single technology interfaces.

Key is to increase the change capabilities of your staff, like being curious, inquisitive and innovative. Part of this is developing the willingness to (calculated) risks. This change will require a new mindset for both employees and leaders, especially in control based environments like banking. This workshop has been developed by some of the most experienced change agents in the financial world.

Meet our Workshop Leader

	Michiel Ykema Independent Organizational Change and Development Advisor, Partner @ Limpid & Co. Michiel Ykema has 20 years of experience in designing and implementing organizational change. He has lead change programmes on topics such as corporate innovation, leadership, collaboration and organizational culture.Starting work from a background in Industrial Management, his work gradually focused more on the touching points of business and technology on the one hand and leadership, organizational culture and employee engagement on the other. Right now, he is partner @ Limpid & Co, an international transformational agency.
Developing the Digital DNA For Your Organisation- Workshop Wednesday March 20, 2019
08:00 - 09:00	Registration
09:00 - 10:30	Welcome Remarks & Introduction Fundamentals of Change and Transformation Understanding the Why, what and how of change processes History, differences and uses of models Interconnectivity of technology and transformation
10:30 - 11:00	Coffee/tea break
11:00 - 13:00	Dissecting (digital) change in the different dimensions Introducing a framework for assessing your own change challenges Vivid examples of change gone wrong/not handled correctly Vivid examples of change gone right Self-assessment exercises
13:00 - 14:00	Lunch
14:00 - 15:30	Making tough choices in the face of transformation Transformation requires choice. Participants will identify the most important trilemma’s with a connected game. How making clear choices can hack culture in such a way that the transformation will be carried by the employees, not enforced by the managers.
15:30 - 16:00	Coffee/tea break
16:00 - 17:00	Writing your own change plan This plan will help you and your team to deal with (digital) change the day you come home from the conference. With a special change tool, you are able to identify key challenges, solutions and connected metrics to execute a successful change.
17:00	Feedback/End of workshop
* Please note that Sessions, speakers and panellist may change according to availability Register Now For more details and group discounts, please contact : Gen Amorin Email: gamorin@theasianbanker.com Tel: +65 6236 6521

Setting Up Small Business Banking Infrastructure - Workshop

Setting up a winning small business banking infrastructure for your bank

Small businesses are the veins and arteries of the economy. Millions of imaginative, hardworking and self-motivated individuals respond creatively to the demands of the economy in the respective countries they come from.

The financial services industry’s ability to serve the small business world is crucial to ensuring the continued success of any economy. But serving the community requires considerable and specific skills, as well as an instinct for this business. It also requires an understanding of how technology and innovation can be used to respond to the demands of a fierce and competitive market.

Where banks are failing small businesses today, new forms of financing support are coming in to take the place of traditional players. More important than selling credit, banks have to learn how to sell a sense of community and mutual support.

Leading financial institutions across the world are in the process of redesigning their ability to support the development of small businesses in their respective countries. A successful small business banking infrastructure can make a very big difference. The needs of small businesses in developing countries are different from those in the developed ones. The size of these businesses in developing countries tends to be smaller but more complex, and the range of industries represented is wider. The legal infrastructure and the financial information available on small businesses may also be more rudimentary.

This training is a premier event designed to address all of the above areas of concerns, specifically designed for banks and other financial service providers that are serious about succeeding with this customer base.

Meet our Workshop Leader

	Andrew McRobert International Credit & Risk Management Specialist, Development Banking Consultant. For more than 20 years, Andrew has been creating and presenting seminars in the Asia-Pacific, Middle East and African markets. He has also undertaken development banking assignments for organisations including CDC, AFDB, ADB, IFC, OFID and DBSA (South Africa). He has written credit manuals, upgraded credit processes, undertaken SME development, privatisation and problem loan management assignments in a wide range of countries and is regarded as a leading expert in problem loan management in emerging markets. His experience in these fields has been gained by working in more than 30 countries in the Asia-Pacific and MENA regions, and across Africa. He is also the author of three professional texts and numerous articles in professional journals.
Setting Up Small Business Banking Infrastructure Wednesday March 20, 2019
08:00 - 09:00	Registration
09:00 – 10:00	Welcome, introductions and outlining of key understandings about the industry A discussion of how well banks are organised to build and scale small business banking capability, on the sales as well as risk and operational fronts. We will take a view of the difficulties in scaling the support for growing small businesses, with a view of leading them to a public offering. Overview of financial risk and business risk Summary of the key issues that the banker should focus on when lending to SMEs Identifying and implementing the appropriate strategy for establishing a successful SME banking business Deciding on the criteria for client selection – what are the characteristics of businesses that you want to deal with? Do SMEs have different credit profiles to larger corporates? The 5 Cs of credit and their application to SMEs
10:00 - 10:30	Tea/Coffee break
10:30 - 11:30	Understanding the stages of business life and evaluating the associated risk in the operating cycle To effectively market to SMEs one needs to understand where the business is in its life cycle. The session will discuss different types of business risks based upon the stage of operating cycle a business is at. Competition risk – how can an SME establish & maintain a sustainable competitive strategy and how can a bank evaluate this strategy? Business risk – the nature and viability of business operations and assets Management risk – management is the key to identifying and minimising all risks in a business. Are they capable and experienced?
11:30 - 13:00	Product innovation & using the right marketing strategies We will examine a few recent product innovation and marketing initiatives for small businesses community. Linking your understanding of SME characteristics to SME credit products Asset based finance – key principles Assessing business plans & visiting the customer’s premises Environment & lending Loan products - how do loan products complement each other in support of SME needs Non-loan products - what else can banks offer to strengthen SMEs’ competitive positions, market share, sales and earnings? Innovation - how can banks partner and invest to provide “non-core” services that allow for cross-selling and strengthened relationships? Customer relationships - what are the merits of relationship banking vs. transactional banking? Marketing to SMEs - doing proper customer segmentation, role which branch managers can play in SME customer acquisition
13:00 - 14:00	Luncheon
14:00 - 15:30	Onboarding of SME clients Assessing an applicant’s real needs (as opposed to what they ask for) Developing relationships with associations and other conduits for sustainable SME business Marketing approaches that work, and approaches that don’t work Turning prospects into bankable propositions Negotiating the right deal that suits the bank and suits the client
15:30 - 16:00	Tea/Coffee break
16:00 - 17:00	Embracing financial technology innovation in serving small business customers In this session, we will examine the rise of financial technology companies and the availability of a whole range of blockchain based solutions for small businesses are becoming increasingly dependent on. Which of these can banks do well to plug into? We will also look at how banks can integrate source information from the small business customers using these channels. Fintech: is this the way forward for SMEs? What is happening already? How lenders have been leveraging blockchain technology to cater their SME clients? Can SME bankers learn anything from retail banking?
17:00	Feedback and Concluding Remarks
* Please note that Sessions, speakers and panellist may change according to availability Register Now For more details and group discounts, please contact : Gen Amorin Email: gamorin@theasianbanker.com Tel: +65 6236 6521

Use of Augmented/Virtual Reality in Finance - Workshop

Dr. John Holder

Transform Your Business Using Blockchain - Workshop

Meng Chan Shu

Hassan Nasser

Developing the Digital DNA For Your Organisation - Workshop

Michiel Ykema

Setting Up Small Business Banking Infrastructure - Workshop

Andrew McRobert