Event

Strategies for Better Growth in Financial Services

Tuesday, May 23, 2023
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Looking for ways to unlock better growth? Join us for the first-ever Strategies for Better Growth in Financial Services Forum,  on May 23, 2023 at the Ritz-Carlton in Toronto.

Hear from bank leaders, financial services executives, and Simon-Kucher experts  as they discuss ways to optimize go-to-market strategies for growth. Interactive discussions will focus on bank products and services, pricing, innovation, marketing and ways to achieve better, higher-quality growth.

This half-day event will feature engaging discussions, panel presentations and opportunities to network with industry experts as well as your peers.

Topics include:

  • Better Growth for Banks  –Key areas to focus on in 2023
  • Digital/Marketing Strategy – Overcoming obstacles and accelerating growth
  • Deposit Defense – A bank leader shares insights on deposit retention, cost management and more
  • Beyond Banking – Traditional banks unlocking new revenue streams in non-traditional ways

Who should attend?

Senior to C-suite level executives from retail-banking, wealth management, payments, business and commercial banking divisions at big to mid-size banks

  • Titles: C-suite, President, VP, Director
  • Functional areas: Pricing, Marketing, Sales, Digital Transformation, Innovation, Product Development, Customer Segmentation, Customer Engagement,

 

Event details
  • In Person
  • Tuesday, May 23, 2023
  • 14:30 - 19:30 EDT
  • Ritz Carlton Toronto, 181 Wellington Street West Toronto, ON

Agenda

14:30 - 15:00 EDT
Check In & Registration
15:00 - 15:15 EDT
Better Growth Welcome

Speaker:
David Chung, Partner, Simon-Kucher
Lauren Halloran, Partner, Simon-Kucher

 

15:15 - 15:45 EDT
Unlocking Better Growth

Speakers:
Adam Echter, Partner, Simon-Kucher

15:50 - 16:20 EDT
Breakout 1: Deposit Defense

Speakers:
Remal Tailor, Senior Director, Savings and Acquisition, Personal Savings and Investments, RBC
Trupti Guzraty, Partner, Simon-Kucher

 

15:50 - 16:20 EDT
Breakout 2: Planning For And Executing On Price Development

​​​Speakers:
Brian LeVoguer, Vice President, Building Insulation, Rockwool
Michael Rethy, Senior Manager, Simon-Kucher

16:20 - 16:50 EDT
Coffee Break
17:00 - 17:30 EDT
Breakout 1: New Revenue Streams

Speakers:
Prem Arumugam, Senior Director, Working Capital Channels, Strategy and Innovation, RBC
Oscar Roque, Vice President of Transformation, Interac Corp
Moderator: Leo DAcierno, Senior Advisor, Simon-Kucher

17:00 - 17:30 EDT
Breakout 2: Making Your Product Meet Your Demand

Speaker:
Scott Lee, Chief Product Officer, Benevity
Madeline Stein, Director, Pricing & Monetization Strategy at Algolia
Moderator: Kristin Harris, Partner, Simon-Kucher

17:35 - 18:15 EDT
The Next Innovation Horizon for Growth

Speakers:
Frans Amelink, VP of Technology Strategy and Innovation, OLG
Imran Khan, Head of Global Innovation, TD Bank
Wai-Ming Yu, Partner, Simon-Kucher

18:15 - 18:30 EDT
Closing Remarks

Speakers:
David Chung, Partner, Simon-Kucher
Lauren Halloran, Partner, Simon-Kucher

18:30 - 19:30 EDT
Networking Reception

Speakers

Frans Amelink
Frans Amelink
Vice President, Technology Strategy and Innovation at OLG
External Event Speaker
Prem Arumugam
Prem Arumugam
Senior Director, Working Capital Channels, Strategy and Innovation, RBC
External Event Speaker
Imran Khan
Imran Khan
Head of Global Innovation at TD Bank
External Event Speaker
Scott Lee
Scott Lee
Chief Product Officer at Benevity
External Event Speaker
BRI
Brian LeVoguer
Vice President, Building Insulation at Rockwool
External Event Speaker
rem
Remal Tailor
Senior Director, Savings and Acquisition, Personal Savings and Investments at RBC
External Event Speaker
Oscar Roque
Oscar Roque
Vice President of Transformation, Interac Corp
External Event Speaker
mad
Madeline Stein
Director, Pricing & Monetization Strategy at Algolia
External Event Speaker
Partner
Toronto, Canada
Partner
Silicon Valley, USA
Partner
Chicago, USA
Partner
Toronto, Canada
Partner
Toronto, Canada
Senior Advisor
New York, USA
Michael Rethy
Michael Rethy
Senior Manager
Toronto, Canada

Location

Ritz Carlton, 181 Wellington Street West Toronto, ON