bancassurance forum - fleming€¦ · bancassurance ervīns vēveris, ergo insurance se, latvia...
TRANSCRIPT
ww
w.fl
emin
g.ev
ents
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
CONTACT US TO GET STARTED
APPLY! Get the real ROI by achieving the highest implementation rate of your learning
CUSTOMIZE!in the privacy of your organization
ENGAGE! Make your onboarding and training count with our interactive e-learning programs
This one’s
for you
Why choose our corporate learning programs
Only
CORPORATE LEARNING
In-houseTraining
BlendedLearning e-Learning
Custom Content
e- Learning
Complex Learning Experience