2015FINANCE LEADERS IN SESSION

PRICING & INNOVATION SUMMIT

November 4-5, London

The Earnix annual Summit is a unique gathering of both business executives and senior data scientists from the banking and insurance industries. The event is structured as a closed-door platform to share and gather knowledge of how to apply data science over your corporate data assets to make better business decisions and achieve a competitive advantage. This year’s two-day Summit agenda offered a series of presentations and round tables discussions on a wide range of topics, including: the use of Big Data, customer centricity, financial industry trends, pricing sophistication, applied behavioral economics and management of innovation.

The 2015 Summit was held in London on November 4-5. Global leaders in banking and insurance met for two days to discuss best practices, and informally share their experiences in the financial services field.

Topics that were discussed:• Data innovation and Big Data in use to improve the business• Integrating customer analytics into the operational environment• Predictive analytics applied for underwriting, pricing, sales and marketing• Competing in a rising interest rate environment • Asset & liability portfolio optimization across product lines• Coherent analytics across channels and distribution networks• Best practices in risk and product pricing• Alternative financial service providers

CXO

Analyst

Senior Manager

2015 Speakers

The Tectonic Influence of the IT Revolution and the Customer Centric Approach

The Appearance of New Sources of Data for Better Analytics

Balaji Narayanamurthy, EVP, Head of Business Intelligence, Axis Bank

Professor Moorad Choudhry, CEO, Habib Bank AG Zurich, London

Customer Analytics Grit – Axis Banks Analytical Journey

Optimising and Aligning Customer Pricing with Treasury ALM Objectives: Implementing Strategic ALM

Tony Madigan Deputy CFO Personal Banking & Head of Price Management, Danske Bank

Serkan Ülgen, EVP of Individual Banking, Yapi Kredi

A Holistic View of Product Design and Pricing Power of Data in Retail Banking

Thomas Guidon,Group Chief Pricing Actuary General Insurance, Zurich

Beth Fitzgerald, President, ISO Insurance Programs and Analytic Services

Uri Levine, Founder WAZE (acquired by Google), Founder FeeX

Sam Steer, VP Treasury Strategy, Deutsche Bank

Entrepreneurship and Disruption, the WAZE Example and its Applicability to Financial Markets

Financial Resource Management – An Approach Using FTP

Marcin Warszewski, CEO, Liberty, Poland

Bill Madison, CEO, Insurance LexisNexis

Fast Quoting – Knowing your Customer in a Blink

The Next Turn in Data Analytics

Philip Williams, Pricing Director, Simply Business

Tanguy Catlin, Partner, McKinsey & Company - Boston Financial Services and Marketing & Sales Practices

Don’t Throw It Away: Do We Understand theImportance of Data We Have?

The Digital Insurer Competitive Edge

Francis Nicolas Weng Kan, Chief Executive Officer, Google Compare

Stan Phelps, President American Marketing Association, Author, Speaker & Customer Experience Architect

Google Compare – Online Shopping Revolution in Financial Services

Blue Goldfish – Using Analytics to Drive Differentiation and Customer Advocacy in Financial Services

“ A high value event for the P&C community, professional presentations with wide focus on actuarial, strategic and innovative issues. Meeting point for international CPO/CTO and again with some ‘magic moments’. ” Frank Edelmeier, Head of Pricing P&C Private Lines, AXA Germany (attendee at the 2015 Earnix Pricing & Innovation Summit)

“ Many other summits are being disrupted by the Earnix Summit. ”Taylan Matkap, Chief Actuary, Anadolu (attendee at the 2015 Earnix Pricing & Innovation Summit)

“ For me the thing that marks the Earnix Innovation Summit out is the diverse nature of the discussion. I’ve always come away with a new perspective to a problem that my business faces and the unique mix of senior industry figures from around the world ensures a robust challenge and the type of lively debate that

really pushes you as a leader. ”Philip Williams, Director - Strategy & Pricing, Simply Business (speaker at the 2015 Earnix Pricing & Innovation Summit)

“ The Earnix Pricing & Innovation Summit helped me to understand innovative trends in retail banking and especially in pricing optimization. This is a must Summit for any serious pricing manager and I will make sure to join next year again. ”Milos Tesic, Product Specialist, Erste Group Bank (attendee at the 2015 Earnix Pricing & Innovation Summit)

“ This was the first time I joined the Earnix Summit, and it was in particular an inspiring experience. Great international content, inspiring Speakers and good opportunities for networking. So hopefully it wasn’t my last Summit. ”Sanne Hildegard Banggaard, Economist, Pricing Strategy and Marketing insight, Jyske Bank, Denmark (attendee at the 2015 Earnix Pricing & Innovation Summit)

“ Tomorrows pricing, seen today. ”Marwin Broshuis, Head of Pricing, Real, the Netherlands (attendee at the 2015 Earnix Pricing & Innovation Summit)

2015FINANCE LEADERS IN SESSION

PRICING & INNOVATION SUMMIT

November 4-5, London

David Riddell,Director of Banking Solutions, Earnix

The New Banking Model

Professor Eric T. Bradlow,The Wharton School of the University of Pennsylvania

It’s Not about Big Data, It’s about Better Data: Using Modern Marketing Science to Measure CLV and Advertising Attribution

Kai-Nicholas Kunze, Head of Products Non-Life, Generali Switzerland

The Multi-Challenge Journey to Multi-Access

Walter Rizzi, Principal at McKinsey & Company

Optimizing Lending in the Euro Zone

Ioannis Roussos,Head of Group Deposits, Eurobank

My Account, the Tailor Made Solution

Dr. Reuven Shnaps, VP of Professional Services, Earnix

The Analytical Journey to Customer Centricity

2015FINANCE LEADERS IN SESSION

PRICING & INNOVATION SUMMIT

November 4-5, London

Corporate Headquarters Earnix Ltd. 12 Menachem Begin St. 3rd Floor, Ramat Gan 52521 Israel

US Headquarters Earnix Inc. 191 Post Road West Westport, CT 06880 USA

ATTENDANCE

DELEGATES SENIORITY

Shared knowledge in

26 sessions during 2 days.

23170insurance and

banking delegates

Over

27%

25%

SUMMIT 2015 FAST FACTS

From overcountries

www. earnix.com

CXO

Analyst

Senior Manager

48%