15th Annual

Future of Financial Services, Melbourne 2024

Tech Revolution: Accelerating Financial Services Innovation through Data and AI Leadership
1 August 2024 8:00 am - 5:30 pm
CENTREPIECE at Melbourne Park
About the Event

Bringing together an unparalleled gathering of executives in financial services and digital leadership, The Future of Financial Services Conference, Melbourne is poised to exceed all expectations. Join a group of 500+ industry professionals, 35+ speakers, and 20+ technology partners and delve into pivotal trends and cutting-edge topics spanning technology, innovation, digitalisation, and strategy.

Key Sub-Themes on the day:

  • Sustainable Action and Measurement
  • Rapid Transformation and Agile Adaptation
  • Organisational Resilience and Tech Architecture
  • Responsible AI Adoption and Policy Insights
  • Cross-Border Innovation and Payments Revolution

 

Exciting opportunity: Be in the running to win an amazing experience. See the details below.

We’re thrilled to offer you the chance to win the AO dining experience at The Bistro by Rockpool, plus tickets for two to the Australian Open 2025. Simply register and attend the Future of Financial Services Melbourne 2024 for your chance to be in the draw to win this incredible prize below:

  • Two tickets to the Australian Open 2025 on Sunday, 12th January 2025, at Rod Laver Arena, with lower bowl seating in the mid-lower baseline area.
  • A three-course dining experience for two at The Bistro by Rockpool, crafted by the iconic Rockpool Bar & Grill.
  • A five-hour premium beverage package is available from 4:30 PM to 9:30 PM at the outdoor terrace bar overlooking Garden Square or during your dinner.

This exclusive prize for two is valued at $1200. Don’t miss your chance to enjoy an unforgettable evening of tennis and fine dining.

Sponsorship Enquiries
View 2023 Speakers
View 2023 Agenda
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Speakers
Ed Santow
Director of Policy & Governance @ UTS Human Technology Institute
Australian Government’s AI Expert Group | NSW AI Review Committee et al.
Andrew Cresp
Chief Information Officer
Bendigo and Adelaide Bank
Diana Mousina
Deputy Chief Economist
AMP
Joanne Dutton
Chief Technology Officer
Hostplus
Rebecca Mitchell
General Manager Technology, Institutional Bank
Commonwealth Bank of Australia
Chris Aitchison
Chief Technology Officer
Up Bank
David Jenkins
Chief Technology Officer
Pepperstone
Sean O’Donnell
Chief Digital and Technology Officer
Defence Bank
Susan Yang
General Manager, High Value and International Payments
Commonwealth Bank of Australia
Sarah Sproule
Chief Marketing Officer
Athena Home Loans
Euan Walker
Chief Technology Officer
Judo Bank
Stephen Reilly
Chief Operating Officer
HESTA
Dmitri Markman
Executive Climate Data and Insights
NAB
Colleen Pender
Head of Technology, Technology Services
NAB
Claire Cornfield
Senior Executive - Head of Customer Experience
La Trobe Financial
Craig Rowlands
General Manager Enterprise Data
Australian Unity
Adrian Thompson
Chief Operating Officer
Aioi Nissay Dowa NZ
Simone Labady
CEO
Aioi Nissay Dowa New Zealand
Ian Jackman
General Manager Data and Analytics
Bendigo and Adelaide Bank
Geoff Griffin
Product Owner - AI and Data
ANZ
Navaid Khatib
Country Head, Product Management, Global Payments Solutions
HSBC
Melroy Vanlangenberg
Head of Data Governance
Australian Unity
Jonathan Byun
Head of AI and Machine Learning
Australian Unity
Xi Liang
Head of Data and AI Product
Judo Bank
Josh Melville
Head of Enterprise Delivery
Great Southern Bank
Soklang Eng
Founder and Director
Resonate Marketing
Malcolm Macnaughtan
Head of Financial Services Sales - APAC
Amdocs
Manu Iyer
Director & Industry Head, BFSI APAC
Thoughtworks
Chirag Amla
Principal Solution Architect
Mambu
Glenn McPherson
Senior Regional Sales Director
Snowflake
Jonas Katzellenbourg
A/ Managing Director & Partner, Australia
Concentrix
Gus Quiroga
Enterprise Director
HCL Software
Dr. Christopher Wooldridge
Global Go-To-Market Lead
Temenos
Andrew Lam-Po-Tang
Managing Director, Management Consulting
Publicis Sapient
Vicent Osabel
Principal Solution Engineer
Dataiku
Kunnal Khiatani
Director of Strategic Alliances
Smart Communications
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Agenda
  • How Bendigo reduced the development time required to migrate a core banking application off of a legacy relational database to a new multi-cloud environment by up to 90% 
  • How it migrated at one-tenth of the cost of a traditional legacy-to-cloud migration 
  • How it automated repetitive developer tasks with new AI tooling in order to accelerate developers’ pace of innovation
  • Judo's Transformation Journey: From start-up to scaling personal relationships using data, insights, AI, and other platforms for seamless multi-channel engagement.
  • Industry-Wide Digital Innovation: Insights on how digital innovation, in partnership with Thoughtworks, is advancing relationship banking in business and retail segments.
  • Emerging Trends & Tools: Technologies revolutionising banking (AI, automated processing, data analytics), enhancing bankers' roles, and streamlining operations for improved efficiency and customer experience. 
  • Analysing trends and potential shifts in inflation and unemployment 
  • Vulnerabilities in the economy - how it will affect the housing prices and investment strategies 
  • How tech is impacting the economic environment – through the sharemarket impact, geopolitics and productivity growth 
  • Technology and the New X-perience Economy
  • Unleash a culture of creativity through a Total Xperience view of technology
  • From Tesla to Ferrari

 

  • Creating and maintaining a culture of innovation and agility
  • Efficiently managing risk through relentless automation
  • The ingredients of a successful acquisition

 

  • Importance of cross-border payments to Australia: Explore Australia's pivotal role in enhancing cross-border payments to help fostering seamless transactions in an increasingly global economy 
  • The international perspective: How has the G20 Roadmap and IS020022 helped drive enhancement to cross border payments now, and what can we expect in the future    
  • Ensuring safety and security in the new frontier: How can technology solutions help maintain and enhance the safety as we move towards faster cross-border payments
  • Unlocking Sustainable Growth: Overcoming Legacy Challenges and transitioning towards a vision of "Cloud First" for agility and efficiency 
  • Revolutionising Communication: The SmartCOMM Solution 
  • Transforming Customer Experience: Deliverables and Impact
  • AI in Modernisation: FSI leaders discuss the pivotal role of AI in modernisation strategies.  
  • Addressing Talent Shortages: Share strategies for addressing talent shortages in the industry, including upskilling initiatives, talent acquisition tactics, and fostering a culture of innovation to attract top talent. 
  • Disrupting Payments: Unveil Australia's efforts in enhancing infrastructure resilience, implementing government-led reforms, and collaborating on global standardisation to drive efficiency and transparency in cross-border transactions. 

 

 

  • Key findings from the Publicis Sapient Customer Banking Report 2024
  • Addressing questions such as what do consumer expect of banks today, and are banks effectively creating value and differentiation in their digital channels to reduce reliance on physical branches
  • Exploring consumer expectations of AI’s role in addressing these challenges

Streams Start

Stream A - Future of Customer Success
13:40Ecosystems of the Future Today
  • Why we can’t be Cloud-First, Digital-First and AI-First at the same time
  • Why HESTA’s ecosystem strategy is a competitive advantage
  • Unlocking success – why future flexibility and sustainable efficiency are the key?
Stephen Reilly
Chief Operating Officer
HESTA
14:00Unlocking a Frictionless Future: Harnessing Parallel Cores for Enhanced Customer Experience
  • Customer Experience as a Competitive Edge: Understand how parallel cores can eliminate the delays and frustrations caused by legacy systems, providing a seamless customer experience that stands out in the market
  • Modernising Legacy Systems: Discuss the challenges and strategies for transitioning from sequential to parallel processing to improve service delivery and customer satisfaction
  • Strategic Transformation: Implementing parallel cores with minimal disruption, ensuring a smooth evolution towards a frictionless future
Chirag Amla
Principal Solution Architect
Mambu
14:20Relationship Banking in a Digital Environment – Lessons from the ‘70s
  • What constitutes a customer’s relationship with a bank?
  • How can this be delivered digitally?
  • Leveraging new technologies
Sean O'Donnell
Chief Digital and Technology Officer
Defence Bank
14:40The Perpetual Interruption Machine and Your Customer Onboarding
  • Discuss the significance of Digital Account Opening solutions as the top investment priority for Retail Banks globally in 2023, and for seven consecutive years in the USA
  • Explore the findings from the Temenos Value Benchmark survey, highlighting how the best performing banks achieve 57% faster onboarding compared to their peers
  • Provide insights on the importance of an applicant’s time budget, the fight against the perpetual interruption machine, metrics from real customers that illustrate why Digital Account Opening is such a global priority in banking
Dr. Christopher Wooldridge
Global Go-To-Market Lead
Temenos
15:00Afternoon Tea & Networking
15:20Achieving High Velocity with Governance and Compliance Across TradFi, CeFi, and DeFi
  • Navigating the Balance: Explore how to achieve high velocity while maintaining robust cyber governance in modern tech organisations – How robust frameworks enable rapid innovation without compromising compliance?
  • Organisational Synergy: Align value streams, programmes, intiatives and domains for seamless operational flow, minimising bottlenecks.
  • Controlled Innovation: Learn how AI advancements can coexist with calibrated controls. Establish safety guardrails for high-paced innovation while ensuring compliance
David Jenkins
Chief Technology Officer
Pepperstone
15:40Panel Discussion: Maximising Customer Success Through Enhanced CX
  • Personalisation Strategies: Exploring methods for tailoring financial services to individual customer needs and preferences, enhancing satisfaction and loyalty
  • Leveraging Customer Analytics: Utilising customer analytics to gain insights into behavior and preferences, enabling targeted marketing and proactive service offerings.
  • Educating Through Simplification: Discussing approaches to simplify complex financial information and provide bite-sized educational content to empower customers with essential knowledge for informed decision-making
Sarah Sproule
Chief Marketing Officer
Athena Home Loans
Claire Cornfield
Senior Executive - Head of Customer Experience
La Trobe Financial
Soklang Eng
Founder and Director
Resonate Marketing
16:10Chairperson's Closing Remarks
Luke Hannan
Master of Ceremonies
(MC)
Stream B - Future of Data and Artificial Intelligence
13:40Australian Unity Panel - The Governance and Safe Deployment of GenAI models
  • Australian Unity’s GenAI journey
  • The Role Data Governance Guardrails Play
  • Beyond the hype what benefits have we realised and what’s next for us
Craig Rowlands
General Manager Enterprise Data
Australian Unity
Melroy Vanlangenberg
Head of Data Governance
Australian Unity
Jonathan Byun
Head of AI and Machine Learning
Australian Unity
14:00Building a Future-Ready Organisation: Data Culture, Automation, and AI Vendor Selection
  • Demystifying the journey towards a data-driven culture
  • Empowering teams with technology for smarter decision-making
  • Selecting AI vendors strategically for compatibility, scalability, performance, and ethics
Jonas Katzellenbourg
A/ Managing Director & Partner, Australia
Concentrix
14:20On-Stage Interview: Role of Data Science in NAB’s Climate Action Strategy
  • The role of data in NAB’s aspiration to be a catalyst in Australia’s climate transition
  • How data and analytics are used to support customer adaptation in the climate altered world
  • Building an ecosystem of partners and collaborators to support customers and communities
Dmitri Markman
Executive Climate Data and Insights
NAB
14:40Considerations While Scaling Your AI and Generative AI Strategy - How to Govern Effectively?
  • Discuss the significant benefits of AI and Generative AI in FSI, including applications in customer retention, improved customer service, risk management, fraud detection, credit scoring, and more
  • Explore the findings from recent industry surveys showing that 61% of FSI leaders plan to use Gen AI or LLM technology over the next year, and how this technology can transform financial operations
  • Examine strategies for scaling these technologies, focusing on reducing risk, increasing revenue, decreasing costs, and ensuring customer satisfaction, with insights from Vincent on effective governance
Vicent Osabel
Principal Solution Engineer
Dataiku
15:00Afternoon Tea and Networking
15:20Beyond the Hype - A Practical POC of Automation Using LLMs
  • Real-World Application: See how we took a hard automation problem in the institutional wholesale credit and evaluate whether LLMs could automate
  • Experiment Design: How did we frame the problem? Establish a hypothesis? Rigorously evaluate our hypothesis?
  • Insights: Find out what discoveries we made and why this is useful for the LLM automation you are thinking about
Geoff Griffin
Product Owner - AI and Data
ANZ
15:40Panel Discussion: Empowering Teams: Self-Service AI and Analytics
  • Democratising Data Access: Exploring strategies for democratising data access and fostering self-service capabilities to empower teams across the organisation.
  • Enabling Self-Service Advanced AI: Discussing approaches to empower teams with self-service capabilities for accessing and utilising advanced AI tools and analytics, facilitating data-driven decision-making and innovation.
  • Establishing AI Advisory Teams: Highlighting the importance of establishing AI advisory teams within organisations to provide guidance and support for effective implementation and utilisation of AI for knowledge workers
Ed Santow
Director of Policy & Governance @ UTS Human Technology Institute
Australian Government’s AI Expert Group | NSW AI Review Committee et al.
Ian Jackman
General Manager Data and Analytics
Bendigo and Adelaide Bank
Joanne Dutton
Chief Technology Officer
Hostplus
Xi Liang
Head of Data and AI Product
Judo Bank
Malcolm Macnaughtan
Head of Financial Services Sales - APAC
Amdocs
16:10Chairperson's Closing Remarks
Dr. Dimitrios Salampasis
Senior Lecturer, Emerging Technologies and FinTech
Swinburne University of Technology
Contact Us
For event and marketing enquiries:
Jessica Cozanitis
Marketing Executive
T: +61 401 422 928
E: Email Jessica
For sponsorship enquiries:
Marcus Sedman
Senior Account Director
T: +61 402 147 500
E: Email Marcus
To participate as a speaker:
Murali Ramesh
Production Director
T: +61 2 8484 0904
E: Email Murali
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