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www.fleming.events 13 - 14 February 2018, Berlin, Germany 11 th Annual Bancassurance Forum Product - People - Processes CONFERENCE Free Pre-conference Webinar sponsored by November

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13 - 14 February 2018, Berlin, Germany

11th

Ann

ual

Bancassurance ForumProduct - People - Processes

ConferenCe

FreePre-conference Webinarsponsored by

November

Speakers:Camilo A. PieschacónAvalVida, Spainfounder & Ceo

Catalin GrigoreUnIQA International AG, Austriaoperations Manager International

Bancassurance & Affinity

Thomas GatterUniCredit Bank, Austriaregional Manager Cee

Michele RinaldiGlobal Assicurazioni, ItalyGeneral Director

Ernesto Lopez (TBC)AXA Partners, SpainCountry General Manager

Dr. Barak ChiziKBC, BelgiumGeneral Manager Big Data and Data Analytics

Camilo A. PieschacónAvalVida, Spainfounder & Ceo

José Degli EspostiBnP Paribas Cardif Sigorta , franceHead of Banking Market

Eliseo Gomez AlvarezInsurance Strategic Alliances, SpainDirector - europe

Advisory:

Gold Sponsor: Knowledge partner:

Kuruc PéterK&H Insurance, HungaryHead of Division, Life insurance & Captive Sales Channels

Astrid Leemans (TBC)Belfius, BelgiumHead of Distribution office Bank & Insurance

Ervīns Vēveris erGo Insurance Se, LatviaHead of Bancassurance Division in Baltic States

Glenn Lotteringoracle, netherlandsSenior Director, financial Services Global Business Unit

Manuela Solescunn, GermanyHead of B2B Value Proposition and Partnerships

Sebastian Herfurthfriendsurance, GermanyCo-founder and managing director

Enrique Zavala GodoyBanco Sabadell, SpainDirector of non Life, health and funeral insurance

Gregorio Rodriguez SantosMAPfre, SpainBusiness & Clients Director en MAPfre - eMeA

Timo DregerHelvetia, GermanyHead of Digital BD

Catherine de la CroixKomercni Pojistovna, The Czech republicHead of development, Member of the Board of Directors

Martin Jan BonhardKomerční banka, The Czech republicMarketing Head of Investments and Insurance

Jose Vicente Navarro Sanz Bankia, SpainBusiness Development Director for Bancassurance

Hans van den BorregioBank, netherlandsCeo

Top reasons to attend: Top bancassurance event in europe

Limited amount of vendors

Bank & Insurer partnership session

40 minutes long networking breaks

Special features:

7 interactive sessions

4 case studies

Video session

energizing Quiz – Berlin edition

Best Speaker Award

Sli.do

Gain a knowledge about using data to improve processes across the bancassurance value chain with Dr. Barak Chizi from KBC

Get insight into changes in the Baltic bancassuance market with ervīns Vēveris from erGo Insurance Se

Explore the impact of insurance disruptions on the bancassurance sphere with Manuela Solescu from nn

Develop your skills of qualitative after-sale management and customer care with Catalin Grigore from UnIQUA

Learn how to understand the new generation of bancassurance customers with Michele rinaldi from Global Assicurazioni

www.fleming.events

DAY 113 february

8:00 Registration and Welcome Coffee

8:45 Welcoming Note from Fleming. & Sli.do Introduction

9:00 Opening Remarks from the Chairman

Deep dive into bancassurance

9:05 SPEED NETWoRKiNG KiCK-oFF: Exchange of business cards and discussion of key issues

9:15 oPENiNG DEBATE PANEL: The future shape of the regulated environment •Whatistheuptodatebancassurancepositionin

the banking and insurance ecosystem?•Whatarethechallengesintheindividualbusiness

regions: UK, South europe, DACH and eastern europe?

•Isthebancassurancemarketevolving:how,whyand where?

Bancassurance under regulation circumstances

10:00 Essential regulatory compliance and their impact on bancassurance•GettingreadyforIDDandMiFIDII–regulatory

requirements•HowtoimplementPRIIPsintostrategicprocesses•Sustainingthehighqualityofthebancassurance

offering under the more strict circumstances of PSD2

10:30 How to cope with the negative effects of the regulatory changes to internal processes•Howistheregulationforcingthecompaniestobe

more clientele-oriented?•Approachingthechallengeofhighcostswith

minimal losses

•Movingtowardsclear,accurate,fair,non-misleading information

•Regulatoryandlegalconsequencesenvisionedforthe year 2018

Glenn Lottering, Oracle, NetherlandsSenior Director, Financial Services Global Business Unit

11:00 Coffee & Networking Break

Customer spotlight

11:40 Listening to the voice of the customer•Enhancingthecommercialvalueofswitchingto

the customer-centric model •Breakingdownthebenefitsandlimitsofshifting

from product-focused management to customer-focused

•Howtomakedecisionsrelatedtocustomerinterests

12:10 ViDEo SESSioN: Are the non-life insurance verticals going to characterize the offer of the banks from now on?•Understandingthenewgenerationofcustomers

and diversifying the portfolio •Learningabouteffectivecross-sellingand

marketing of customized products •Howtoturnanagingsocietyintoabusiness

advantage Michele Rinaldi (TBC), Global Assicurazioni, Italy, General Director

12:40 CASE STuDy: Qualitative after-sale management and customer care •Envisioningthemodelsinordertoachievealoyal

relationships with customer •Usingmodelstounderstandandpost-purchase

behavior•Implementingaplanofactiontokeepthepromises

through the whole clientele relationshipCatalin Grigore, UNIQA International AG, Austria, Operations Manager International Bancassurance & Affinity

13:10 Luncheon

tel.: +421 257 272 123 email: [email protected]

www.fleming.events

DAY 113 february

14:15 FoRTuNE CooKiE SESSioN: The participants will pick up the posted prepared in the morning session from a bowl with key issues and have to discuss in pairs the possible solutions and then exchange papers and continue with other participants.

14:45 CASE STuDy: Silver lining of switching from life insurance to Property & Casualty products•Whylifeinsuranceisnot“amatterofcourse”

anymore•Howtofindnewstreamsofcomissionsand

compensate the decrease of banking business nBI.•Deviceinsuranceasanewopportunityfor

insurance investment

15:15 PANEL DiSCuSSioN: Redesigning bancassurance service strategies •Whatarethetoolsforsimplifyingthecustomer

journey: making it faster more understandable and accessible from everywhere?

•Howtoimplementmoreserviceforthecustomerat the moment of sales and at the moment of claims?

•Whatisrequiredintheprocessofidentifyingtheright target audience and its needs in order to make the products more eligible for sell?

15:45 Coffee & Networking Break

16:15 Realizing the value of the customer database•Takingadvantageofbigdatatoexpandbusiness

into new markets•Movingtoacloudbaseddataasamodernization

tool•Sensitivedata:adeliberatewayofprotectingthe

collected insurance information•Usingdatatoimproveprocessesacrossthe

bancassurance value chainDr. Barak Chizi, KBC, BelgiumGeneral Manager Big Data and Data Analytics

16:45 importance of interaction with the customer in the process of building a stronger business bond•Understandingthemovementsofthemarket

elements: the wealth, demographics, media consumption

•Changingthesalesprocessestobemainlyprovided by connected devices

•Mobilebankingcase:Howtoembracethemajorityof it for the bancassurance framework

•Bringinganethicalsalesapproachsupportedbyappropriate guidelines

17:15 DAy 1 WRAP-uP SESSioN: Participants will move between the tables discussing additional notes of the topics that were covered in the forum

17:45 Closing Remarks from the Chairman

18:50 Evening reception

applicationEnsurE that your timE at thE confErEncE is EffEctivE as wEll as fun, with our nEw onlinE Easily accEssiblE nEtworking app.

ask questions

vote in polls

see the up–to–date agenda

view slides in real time and download them

Discuss topics via the interactive wall

network with other delegates on-line

tel.: +421 257 272 123 email: [email protected]

www.fleming.events

DAY 214 february

8:15 Registration and Morning Coffee

9:00 Opening Remarks from the Chairman

Modeling the valuable business connection

9:05 PANEL DiSCuSSioN: Co-operation models with a focus on growing the business•Whatpartnershipmodelsareshowingtobemore

successful than others?•Whataretheconsequencesofbreakingthe

alliances and creating a new partnership?•Shouldthegovernmentinterveneinthecreation

of competition with the purpose to push bancassurance to make a step forward?

9:45 Getting insights into strategic bancassurance alliances•Discussionofthestrengthsandweaknessesof

individual Bank & Insurer collaboration•Modelingcustomizedandequivalentcollaboration•Findingthebestpracticeinlinkingtheregulatory

requirements of merging management forcesCamilo A. Pieschacón, AvalVida, SpainFounder & CEO

10:15 CASE STuDy: Game-changing transformation of the Baltic market•Transformationofcompetitiveenvironmentinthe

particular region •Causesandconsequencesofunexpected

emerging partnership on the market of the bancassurance

Ervīns Vēveris, ERGO Insurance SE, LatviaHead of Bancassurance Division in Baltic States

Dynamics across the bancassurance

10:45 CASE STuDy: Emergence of digitization in bancassurance •Handlingthepressureofthedigitalera•Identifyingthelimitsofthehumanfactorwhile

implementing technological advancement to in the on-board processes

•Attainingthemarketlevelofdigitizationinconcerning the bank and insurance institution

Enrique Zavala Godoy, Banco Sabadell, SpainDirector of Non Life, health and funeral insurance

11:00 Coffee & Networking Break

11:30 CASE STuDy: Distribution model within a Belfius company•Analysisoftheadvantagesanddisadvantages

of implementing sales channel on selling the insurance products

•Diveintoasuccessfulstrategyofcombiningdifferent distribution channels

Astrid Leemans, Belfius, BelgiumHead of Distribution Office Bank & Insurance

12:00 Risk management under the wings of bancassurance?•Identifyingthepotentialthreatsofbankruptcy,

financial crisis and entry of market interruptions •Aretheinstitutionsreadytofacethefinancial,

economic and cultural disruption?Whatisthebestmannerthatthecompaniesshoulddeal with cases of terrorism?

12:30 Luncheon

13:30 Energizing Quiz – Berlin edition

tel.: +421 257 272 123 email: [email protected]

DAY 214 february

13:45 Key economic role of strengthening the distribution channels•DiscussionofKeyEmergingTrendsinInsurance

Channels•Theimportantroleofinnovativechannelsfor

delivering insurance services•Generatingnewrevenuethroughnewdistribution

channels

14:15 Fin-Tech disruptive innovation: Making the impossible Possible •Howtheinsurancemarketcanbenefitfromthe

arrival of newcomer tech companiesCreating differentiation for the bancassurance

playersManuela Solescu, NN, GermanyHead of B2B Value Proposition and Partnerships

14:45 WoRLD CAFE: Time to discuss unanswered questions alongside a cup of coffee Table A: Customer-centric model in bancassurance

environment Table B: Digitization progressTable C: emerging business models and their

potential in growing the business

15:30 Closing remarks from the Chairman

15:45 Farewell Coffee and Networking

Darius Slavik | MD, Corporate Learning Programs

T: +421 257 272 180 | M: +421 918 447 166

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