18th Annual

Future of Financial Services, Sydney 2024

24 October 8:00 am - 25 October 5:30 pm
ICC Sydney
About the Event

Step into The Future of Financial Services, Sydney 2024 – where innovation meets inspiration in the heart of Australia’s banking and financial landscape. As the unrivalled flagship event and a powerhouse in the Southern Hemisphere, we’re your go-to hub for the latest tech trends and financial innovations. For almost two decades, FST Media’s forum has brought together an exciting crowd of technology, digital, and business leaders from banks, insurers, fintechs, and wealth managers nationwide and worldwide. Join 1,000+ financial services trailblazers, and 50+ speakers and connect with 40+ cutting-edge technology solution providers, witness the industry’s rising stars, and unite with leading futurists, strategists, and influencers.

In this year’s edition, Future of Financial Services, Sydney 2024 will explore key themes such as identifying macro-trends that continue to shape the future of technological advancements and harnessing the ability to swiftly pivot these technologies, cultures, and team structure as required aka composability. These topics will cover the whole landscape from the revolutionary shift in payments, and regulatory amendments to promoting agility at scale within financial institutions.

Sub-themes:

  • Sustainability and Impact Measurement
  • Organisational Resilience and Change Management
  • Digital Banking and Customer Experience Enhancement
  • AI Adoption, Governance, and Infrastructure
  • Modernising Core Systems and Platform-Based Approaches
Speakers
Managing Director & Group Head, Consumer Banking
DBS
Chief Information Officer for Technology
Commonwealth Bank of Australia
Group Chief Technology Officer
Westpac Group
Director of Policy & Governance @ UTS Human Technology Institute
Australian Government’s AI Expert Group | NSW AI Review Committee et al.
Group Executive
AMP Bank
Futurist and Founder
Thinque
Chief Decision Scientist
Commonwealth Bank of Australia
Chief Executive Officer
NobleOak
Chief Executive, Customer
Challenger
Chief Officer - Member Experience, Digital and Data
HCF Australia
Former MD & Group Head of TMRW Digital Group
United Overseas Bank Limited (UOB)
Chief Customer & Brand Officer
TAL
Head of Digital
ING
Chief Data & Insights Officer
University of New South Wales
Chief Technology Officer
Bank of Queensland
Chief Executive Officer
Beforepay
Chief Transformation Officer
Bank Australia
Chief Data Officer
Zurich Insurance
Chief Strategy and Merger Integration Officer
NGM Group
General Manager Data Platforms
Westpac Group
EGM Information Technology Infrastructure
Suncorp Group
Chief Commercial Officer
Beforepay/Carrington Labs
Director of Product, Customer Platforms
Macquarie Group
Chief Information Officer
Avenue Bank
Strategy and Innovation
Alex
Head of Business Data, Analytics & AI
Commonwealth Bank Australia
Head of Information Technology (CIO)
IMB Bank
CIO, CISO, Board Advisor, NED and Author
Macquarie Bank (Former)
Head of Technology - Digital Workplace
ANZ
Head of Technology Strategy, Architecture, Transformation & Commercials
Pepper Money
Director - AI Assurance and Responsible AI
Centre for Sustainable AI
Division Director AI and Data Analytics
Macquarie Group
Head of Technology Risk and Resilience
Allianz
Head of Data and AI Product
Judo Bank
Head of Innovation & FinTech, AI Product Owner
Westpac Group
Head of Data Services
QBE
General Manager Transformation & Digital Product Leadership ANZ
Rabobank
Chief Technology Officer
Tiimely
SVP Product Marketing and Vertical Solutions
Smart Communications
Head of Data Governance and Privacy
Teachers Mutual Bank Limited
Co-Founder & CEO
Pennant Technologies
A/ Managing Director & Partner, Australia
Concentrix
Master of Ceremonies
(MC)
Chief Executive Officer and Executive Director
Nucleus Software
Co-Founder and CEO
Curium App
Head of Global Artificial Intelligence R&D
Synechron
Principal Consultant (AI & ML Engineering)
Mantel Group
Head of Financial Services Sales - APAC
Amdocs
SVP - Head of Global Customer Success Team
Nucleus
Growth Advisor & Partner
Pennant Technologies
Senior Director – Head APAC
EdgeVerve
Digital Adoption Consultant
Whatfix
Vice President - Solutions Engineering - Asia Pacific and Japan
Nutanix
APJ Solution Engineering Lead
Solarwinds
Financial Services Industry Executive
Google Cloud
Global Go-To-Market Lead
Temenos
Principal, Banking Go-To-Market Specialist APJ
AWS
Senior Vice President APAC
MongoDB
Regional Lead ANZ
Airia
Director & Industry Head, BFSI APAC
Thoughtworks
Head of Google Cloud, APAC
Endava
Founder and Director
DigiRen
Senior Solution Consultant
EdgeVerve 
Indicative Agenda
  • What I’ve learned from three years of driving transformation and change, leading CBA’s Engineering Excellence program
  • The skills and changes that I believe are going to be needed for Australia to lead in Technology & Innovation
  • My model for broad ecosystem-wide innovation, and how we can use our environmental assets to drive a clean future for AI

 

  • Explore how AI and machine learning are revolutionizing personalized banking and risk management
  • Discover the power of composable architecture in creating flexible, scalable financial systems
  • Learn about the rise of contextual finance and its impact on customer experience
  • Understand the growing importance of sustainable lending practices and ESG integration in financial services

 

  • Navigating VUCA and Global Forces: Understand how volatility, uncertainty, complexity, and ambiguity, along with major global forces, shape the banking landscape
  • Emerging Trends and Innovations: Explore the impact of fintechs, digital-only banks, and mobile payments on retail banking
  • Future-Ready Strategies and DBS Transformation: Identify strategies for thriving in rapid change and examine DBS Bank’s successful transformation journey

 

  • Stay Ahead of Regulations and Trends: Take ownership of compliance and regulatory standards. Neglecting data quality and outdated systems could lead to compliance issues and missed opportunities, landing you in tomorrow’s headlines
  • Enhance Visibility and Context: Adopt an enterprise communication platform to proactively eliminate operational blind spots, ensuring that all communications meet your high standards
  • Transform Customer Experience: Focus on delivering technological and process transformations that unlock long-term customer value

 

  • Understanding Transformation: Demystify digital transformation and its implications for businesses across various industries
  • Navigating Complexities: Unravel the intricate challenges of transformation across capabilities (tech/product/data), customer (experience/process/insights), business (path to profit, differentiation, core competency), and people/leadership
  • Choosing the Right Approach: Explore various transformation strategies and learn how to select the best fit for your organisation’s unique context

 

  • Highlight the size and significance of the small business market as the engine room of Australia’s economy, emphasising their crucial role and the current challenges they face, including high closure rates and inflationary impacts
  • Discuss how the banking industry and technology can support small businesses by providing easier access to secure finance, fostering competition through smaller banks, and offering technology ecosystems that ease administrative burdens with seamless mobile functionality
  • Address the importance of secure technology platforms to protect small businesses from cyber risks

 

  • Strategic Technology Investments: How can financial services leaders prioritise initiatives that drive immediate and long-term value while modernising legacy systems?
  • Future-Proofing Strategies: Will the approaches from recent years remain effective in 2025, and how can institutions ensure they stay ahead with cloud, data, and AI advancements?
  • Talent Acquisition and Development: What are the most effective strategies for attracting, developing, and retaining top talent to harness evolving tech?
  • Insourcing vs. Partnering: How can institutions make critical decisions on insourcing skills versus partnering to maximise innovation and efficiency?

 

  • Traditional monitoring solutions often lack the depth and breadth needed to manage complex infrastructures.
  • Understanding the critical role of observability in achieving operational excellence
  • How can organisations implement these solutions to accelerate the efficiency of their IT operations

 

 

 

Streams Start

Stream A: Future of Customer Success
13:40In Conversation: Staying Relevant, Earning Trust: The Role of CX in Unlocking Value for Customers
  • Big trends: What’s driving evolving customer needs, now and in the future
  • Smart customer interactions: Designing tailored experiences
  • Digital innovation that matters to people: Combining efficiency with empathy
Chief Officer - Member Experience, Digital and Data
HCF Australia
Chief Customer & Brand Officer
TAL
14:00 Lending Value Chain Experience Transformation: To Digitally-Serve the Borrower Lifecycle Moments of Truth, Post Settlement
  • Digital Servicing Capabilities: Addressing critical borrower lifecycle moments such as repayment flexibility, post-settlement servicing, and debt restructuring through digital solutions
  • Co-opetition in Lending: Encouraging collaboration among banks, non-bank lenders, mutuals, fintechs, and core system providers to enhance borrower experiences beyond loan origination
  • Global and Local Insights: Discussing international and local use cases of digital servicing capabilities, highlighting opportunities for API integration and cooperative innovation in the Australian fintech ecosystem
Strategy and Innovation
Alex
Growth Advisor & Partner
Pennant Technologies
Co-Founder & CEO
Pennant Technologies
14:20The Future of Customer Success in Banking
  • Chris Cockburn, NGM Group’s Chief Strategy and Merger Integration Officer, discusses the evolving customer success landscape in banking
  • Emphasis on balancing digital innovation with personal connections
  • Focus on NGM Group’s strategic adaptation to shifting customer expectations, community engagement, and long-term success in Australia’s regional communities
Chief Strategy and Merger Integration Officer
NGM Group
14:40World-Class EX drives World-Class CX: Empowering Employees for Exceptional Customer Experiences
  • Empower employees with actionable guidance to foster customer loyalty and satisfaction
  • Maximize business outcomes and measurable ROI from your digital transformation efforts
  • Transform your digital strategy by enhancing user experience in your core business applications
Digital Adoption Consultant
Whatfix
15:00Afternoon Tea
15:20Changing Customer Attitudes Towards Technology and Consequent Impact on the Financial Services Industry
  • How customer attitudes towards technology and their financial services have changed over time
  • The expectations consumers now have for their chosen products and services to have seamless online and offline integration
  • How NobleOak are rising to the challenge with the introduction of new processes and products to meet customer needs
Chief Executive Officer
NobleOak
15:40Fireside Chat: Navigating Australia's Banking Revolution
  • Fireside chat with Rob Wilson, CTO of a leading Australian bank, on transformative trends in Australia’s banking sector
  • Key discussion areas: Digital Transformation, AI and Machine Learning in Lending, Open Banking, Cybersecurity, and Data Analytics
  • Focus on how these trends are shaping the future of banking and enhancing customer experience
SVP - Head of Global Customer Success Team
Nucleus
Chief Technology Officer
Bank of Queensland
16:00Panel 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 behaviour 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
Chief Executive, Customer
Challenger
Head of Digital
ING
Master of Ceremonies
(MC)
16:30Chair's Closing Remarks
Master of Ceremonies
(MC)
16:35Networking Drinks
17:30End of Day 1

See you tomorrow for our Future of AI day

Stream B: Future of Cloud and Data
13:40Advancing Data Strategy: Cultivating Culture, Automation, and Compliance
  • Fostering Data Culture: Strategies for embedding a data-driven mindset throughout the organisation to enhance decision-making and performance.
  • Automating Decision Making: Exploring the integration of automation and self-service capabilities to streamline decision-making processes and empower stakeholders
  • Compliance and Implications: Addressing the implications of automated decision-making, data sharing frameworks, and compliance requirements within a maturing data strategy
General Manager Data Platforms
Westpac Group
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
A/ Managing Director & Partner, Australia
Concentrix
14:20On-Stage Interview: A Successful Migration Story by Suncorp and What's Next?
  • How Suncorp group achieved a major milestone by migrating 90% of its technology workloads to public cloud environments
  • Learn how the migration has significantly boosted Suncorp’s performance, agility, and efficiency, offering customers improved user experiences and robust cyber security
  • Strategic partnerships with global technology providers that enabled faster service updates, cost efficiencies and collaboration
EGM Information Technology Infrastructure
Suncorp Group
14:40 Uplifting the IT Operating Model to Unlock the Promise of Cloud and Data
Founder and Director
DigiRen
15:00Afternoon Tea
15:20On-Stage Interview: Core Banking Platform Modernisation
  • Shaping the next transformation
  • Assess solutions in the market only once you are ready with above
  • Contract negotiation, planning and delivery
Head of Technology Strategy, Architecture, Transformation & Commercials
Pepper Money
15:40From Concept to Reality: How Avenue Bank Transformed SME Banking Using Cloud Technology
  • Leveraging the cloud and modern technology to build an excellent customer experience
  • Building a banking platform with a lean technology team
  • Optimising cost and security using cloud and SaaS platform
Chief Information Officer
Avenue Bank
16:00Panel Discussion: Building a Resilient Data Ecosystem in Financial Services
  • Establishing a Robust Data Foundation: Quality, governance, transformation, and lineage
  • Aligning Data Strategies with Business Objectives: Securing buy-in and delivering higher quality data faster and more securely
  • Data Transformation: How transforming data processes and systems is crucial for modernisation and simplification journey, and how it aids the organisation’s strategic purpose
Chief Technology Officer
Tiimely
Director of Product, Customer Platforms
Macquarie Group
Head of Data Services
QBE
16:30Chair's Closing Remarks
Co-Founder and CEO
Curium App
16:35Networking Drinks
17:30End of Day 1

See you tomorrow for our Future of AI day

  • We see a bright future. A world of possibilities
  • We dare to embrace change, to innovate and adapt​
  • Our aim at Westpac is to be our customer's #1 bank and partner through life

 

  • Optimise AI and ML Solutions: Join us for an open discussion on how to enhance your AI and ML strategies to stay ahead of competitors
  • Navigate LLM Model Integration: Understand the challenges of integrating large language models (LLMs) and learn how to successfully manage these components within your infrastructure
  • Simplify AI Deployment and Management: Discover ways to streamline the deployment, scaling, and secure management of AI solutions from core to edge, with insights on how Nutanix can help you unlock AI’s full potential

 

  • Explore how CommBank’s approach to responsible and human centred AI has positioned the bank as a global leader
  • Unpack real use cases to understand the benefits AI can provide for customers, team members and the broader community

 

  • Adopting AI for Business Growth: Explore the significant pressure finance professionals face to embrace AI and its potential benefits for business growth
  • Navigating AI Challenges and Risks: Discuss the importance of being prepared for the challenges and substantial risks that come with AI implementation
  • Actionable Strategies for AI Integration: Provide insights into key liabilities and share actionable strategies that can be immediately implemented within organisations to effectively integrate AI

 

 

 

Streams Start

Stream C: AI Implementation
11:05Co-Presentation: A Practical Guide to Deploying AI at Scale
  • Insights from deploying AI at scale in financial services, highlighting key lessons learned
  • Practical tips and things to consider before embarking on AI initiatives that will help FSIs achieve meaningful results
  • Navigating common challenges backed by real-world experiences and unlocking AI’s full potential
Chief Commercial Officer
Beforepay/Carrington Labs
Chief Executive Officer
Beforepay
11:25Driving Operational Excellence Leveraging AI
  • Integrating Digital Technologies: How can financial institutions integrate AI solutions in task and process mining to enhance customer experience while managing economic pressures?
  • Leveraging AI for Efficiency: Real-world examples of organisations using hyper-automation and AI to achieve zero-touch operations and improve efficiency?
  • Harnessing Macro-Trends for Innovation: How can a platform approach that drive innovation and operational excellence in response to changing customer demographics?
Head of Business Data, Analytics & AI
Commonwealth Bank Australia
General Manager Transformation & Digital Product Leadership ANZ
Rabobank
Senior Director – Head APAC
EdgeVerve
Senior Solution Consultant
EdgeVerve 
11:45Fireside Chat: Unlocking the Power of Data and AI in Financial Services
  • Cultivating a Data-First Mindset: Transform your organisation by making data a shared responsibility. Learn how to embed a proactive data culture, even when it’s not part of traditional KPIs
  • AI Mastery and Innovation: Gain cutting-edge insights on implementing AI effectively. Discover how to avoid common pitfalls to stay ahead in the AI landscape
  • Building a Data & Gen AI Excellence Hub: Understand the critical role of a centre of excellence in driving Data and Gen AI initiatives. Learn from real-world examples to foster a collaborative environment that supports innovative AI applications
Head of Information Technology (CIO)
IMB Bank
12:05Building a Central AI Factory for Enterprise-Wide Transformation
  • Establish your AI Factory: Discover how establishing a central AI enablement function and operating model can unlock enterprise-wide benefits and opportunities
  • Industry Use Cases: Explore AI’s impact in banking, insurance, and cross-industry solutions like document processing to accelerate adoption
  • Global Insights: Learn how advancements in the EU, India, and the US can help Australia overcome AI challenges and drive value
Principal Consultant (AI & ML Engineering)
Mantel Group
Financial Services Industry Executive
Google Cloud
12:25Navigating AI in Smaller Financial Institutions: Strategies and Opportunities
  • Cost vs. Innovation: How to think about implementing AI when there are budgetary constraints?
  • Building Excitement: Identifying actionable steps to generate enthusiasm for AI within the organisation
  • Resource Optimisation: Exploring different strategies to best optimise the resources we have at hand – From upgrading our existing product suite, utilising synthesised data and pushing the boundaries with sandbox environments
Head of Data Governance and Privacy
Teachers Mutual Bank Limited
12:50Networking Lunch
13:50Fireside Chat: Perspectives on Adopting Generative AI
  • GenAI Adoption: Key pillars, experimentation vs. generic capabilities, and scaling POCs
  • Risks and Misconceptions: Primary risks, common pitfalls, and management examples
  • Training and Change Management: Staff training strategies and the relevance of traditional change management
Division Director AI and Data Analytics
Macquarie Group
14:10The Importance of Security in the AI Ecosystem
  • Focus on understanding the importance of creating strong security ecosystems to safely leverage AI within your ecosystem
  • How regulation is dictating the way we interact with AI, whilst creating opportunities for Financial Institutions to optimise their processes
  • Understanding the capability to work at speed once appropriate Security is in place within the AI Ecosystem
Head of Google Cloud, APAC
Endava
14:30Fireside Chat: Empowering Teams: Self-Service AI and Analytics Discussion
  • 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
Chief Data Officer
Zurich Insurance
15:00Chair's Closing Remarks
Master of Ceremonies
(MC)
15:05Networking Drinks
16:00Close of Conference
Stream D: AI Insights Hub
11:05Artificial intelligence: What Will New Regulation Mean for Financial Services?
  • Lessons from Europe, North America and Asia on regulating for AI
  • What leading companies in the Australian financial services sector can do to prepare for reform
  • Where the biggest risks and opportunities will lie
Director of Policy & Governance @ UTS Human Technology Institute
Australian Government’s AI Expert Group | NSW AI Review Committee et al.
11:25 Best Practices for GenAI Adoption and Building Trust with Financial Services
  • How to efficiently take and prioritise use cases, should we build specialised applications or not?
  • How to manage ethical concerns related to privacy and accountability, and how to build trust with people who are supposed to be helped by this technology?
  • Latest advancements and trends to be aware of. Will these advancements present challenge to adoption or they will take it to the next level?
Head of Global Artificial Intelligence R&D
Synechron
11:45AI with a Human Soul: Balancing Technological Prowess with Ethical Considerations
Futurist and Founder
Thinque
12:05AI-Accelerated Legacy Application Modernisation with MongoDB
  • Radically reduce the cost and time of modernising legacy applications
  • How MongoDB uses a GenAI tooling-driven approach to accelerate the migration of the hardest part: the application layer
  • Real-world examples from the Financial Services industry
Senior Vice President APAC
MongoDB
12:25Redefining Financial Governance: The Convergence of AI, Blockchain, and Immersive Experiences
  • Examine how decentralized finance (DeFi), powered by AI and blockchain, is reshaping governance by promoting transparency, security, and accessibility in financial services.
  • Explore the role of Web3 and open banking in redefining financial governance, allowing users greater control over their data and creating more collaborative, decentralized ecosystems.
  • Discuss the growing importance of NFTs and immersive technologies in financial governance, particularly how they can tokenize assets, create new revenue models, and drive interactive, user-centric financial experiences.
Director - AI Assurance and Responsible AI
Centre for Sustainable AI
12:50Networking Lunch
13:50On-Stage Interview - Transformative AI Strategies for the Future Workforce
  • Efficient AI Implementation: Strategies for effective AI integration, data governance, and addressing ethical considerations
  • AI Skills Development: Essential skills for financial professionals and leveraging AI for enhanced experiences
  • Collaboration: Importance of interdisciplinary teamwork between technology and finance professionals for successful AI solutions
Chief Data & Insights Officer
University of New South Wales
14:30Panel Discussion: AI in Finance - Navigating the Brave New World
  • Striking the Balance: Explore the challenges of implementing AI governance frameworks in finance, balancing innovation with regulatory compliance
  • Building Resilient Infrastructure: Discuss strategies for developing robust AI infrastructure to safeguard data security and privacy in the digital age
  • Revolutionising Customer Experience: Discover how AI-powered insights are transforming personalised financial services and enhancing customer experiences in the ever-evolving landscape of finance
Head of Innovation & FinTech, AI Product Owner
Westpac Group
Head of Technology - Digital Workplace
ANZ
Head of Data and AI Product
Judo Bank
15:00Chair's Closing Remarks
Co-Founder and CEO
Curium App
15:05Networking Drinks
16:00Close of Conference
Contact Us
For sponsorship enquiries:
Brigitte Guerin
Commercial Director
T: +61 417 678 632
For event and marketing enquiries:
Jessica Cozanitis
Marketing Executive
T: +61 401 422 928
To participate as a speaker:
Murali Ramesh
Production Director
T: +61 2 8484 0904