The 7th Annual Toronto Financial Services Strategy Forum

1:00pm - 7:00pm
InterContinental Toronto Centre, 225 Front St W., Toronto, Ontario, Canada



Powerful demographic, market, social and technological forces are disrupting bank and wealth management revenue models. In this forum we discuss strategies to ensure we thrive in this radical new world where power has shifted to the consumer. We explore new ways to deepen customer engagement, create compelling customer value, build loyalty and redefine the customer journey. We challenge common misconceptions and explore a client-centric approach to transformation that can create outcomes that resonate with our end-users, and deliver profitable growth.

Who should attend:

Mid-to-senior level executives from the Big 5 banks as well as local credit unions attend this event.

Why you should attend:

The Forum will bring together leading executives and industry experts to discuss the latest thinking in retail, wealth and business banking. Learn how to drive growth and position your organization for future success.

This event is sponsored by Simon-Kucher & Partners, however, you need to apply to register to attend.


If you have any questions, please email


1:00 - 1:45pm
Registration and Light Snacks
1:45 - 2:00pm
Welcome & Introduction
2:00 - 2:45pm
Panel: Retail Banking Product Innovation

Banks must find more innovative ways to deliver growth while protecting margins. We challenge traditional thinking to spark new ideas on how to approach pricing, personalization and segmentation; and explore the application of digital wrappers, real-time analytics and bolder approaches.

2:45 - 3:30pm
Behavioral Economics in Offer Choice Architecture

Digital technologies have created profound changes in the how we research and purchase banking and financial services. We address the impact of digital interfaces, choice architecture, product design and pricing models on customers' price sensitivities and buying decisions. We share case studies and proprietary research, and discuss strategies to support confident buying decisions.

3:30 - 4:00pm
Coffee Break
4:00 - 4:45pm
Machine-Learning: Trends and Monetization

Banks are investing heavily to transform the customer banking experience. We discuss the application of AI, analytics and big data technology to impact customer retention, loyalty, cross-selling and customer acquisition; and examine the realities of implementation.

4:45 - 5:30pm
Panel: State of Open Banking

Open banking where banks can securely share customer data with third parties in real-time through APIs, has profound implications for bank. We discuss open-API models and examine their impact on revenue growth, value creation, customer relationships and differentiation. We address the incumbent banks’ position in the value chain, revenue models and monetization.

5:30 - 7:00pm
Cocktails & Networking Reception