Agenda
In the world of payments, we’re no strangers to the buzzword of the moment. Embedded Finance has been circulating for more than a moment, but it has a constantly evolving definition that has left many wondering: What exactly is embedded finance, and more importantly, how do I implement it into our tech stack in a meaningful way?
Our Rockstar speakers will review the tools and technologies that are paving the way for embedded finance. Understand the power of delivering the right products, at the right time for end users by leveraging BaaS and the next gen of API driven platforms. The ability of businesses of all types to offer financial products at speed is achieved through the beneficial collaboration of providers, distributors, and orchestrators.
-Mattieu Soulé, Head of BNP Paribas C.Lab Americas, BNP Paribas
-Nikhil Batheja, Head of API Architecture and Strategy, Corporate and Investment Bank, JP Morgan
-Ricardo Pero, CEO, SellersFunding
Who stands to gain from embedded finance? Is it a win-win-win scenario? How can providers and partners position themselves for success?
STRATEGY STAGE
Experts across the payments value chain offer their unique perspectives on how implementing the most innovative embedded finance use-cases into a roadmap can shift customer acquisition and retention in your favor.
-Randy Kern, Chief Technology Officer, Marqeta
Do financial institutions struggle to connect with consumers? What is the role of established players in this evolving ecosystem? Uncover what lies behind the drive for businesses to integrate financial services for their communities or end-users. Understand the value for customers when they can access financial services from the brands that they love and trust.
-Amy Young, Global Digital Advisor, Microsoft
-Charvi Gandotra, Senior Strategy and Innovation Manager, Commonwealth
Panellists explore the future of apps and app strategies. Do your consumers want standalone apps or one that provides it all? Super Apps are redefining the future of financial services through embedded finance, creating new ecosystems that cater to consumer expectations and beyond. What will take to win the attention of customers in this ever-changing digital ecosystem?
-Yuval Rechter, General Manager US, Revolut
INDUSTRY FOCUS STAGE
Our rockstar speakers will review the latest trends in embedded payments and the choices for retailers to balance choice with simplicity. Is the ultimate goal making payments invisible? How are merchants considering payments for long term customer loyalty? What will the future of payments look like in a new normal of physical ecommerce, alongside new opportunities in the metaverse?
-Haixia Yu, Advisory Board Member, Dirty Labs
-Gloria Osardu, Director, Global Head of Experience Research + Insights, Gusto
-Ron Karpovich, Head of Global eCommerce Sales, Citibank
The demand to pay in crypto is growing, as are the number of businesses offering cryptocurrencies as a means of payment. How can businesses offer the opportunity to easily and safely pay in crypto at point-of-sale? Using cryptocurrencies to make everyday purchases, as well as credit and debit cards backed by cryptocurrencies, are on the verge of going mainstream and the panel will tackle the ways in which to satisfy the growing demand.
More content coming soon.
-Jeremy Balkin, Global Head of Innovation & Corporate Development, Payments, J.P.Morgan
STRATEGY STAGE
Join us for a conversation with a retailer who is embracing embedded finance. Learn about their entry point, ambition and future plans to provide financial products and services for their customers and communities.
The place for innovation is in ecosystems: As we welcome new challengers and disruptors in the financial services industry, enhancing customer experience and outcomes for end-users is the main goal. The default expectation of consumers for ease and simplicity affects all products and services. We will explore the role that partnerships play in underpinning the seamless integration of financial services for a growing ecosystem of providers. What are the hallmarks of successful collaboration?
Marc Butterfield, Sr. Vice President, First National Bank of Omaha
Philippe Daoust, Vice President & Managing Director, National Bank of Canada
Regulators and industry practitioners will review the current regulatory landscape for embedded finance in the North American market and the future direction of travel. Can consumer protection and supporting innovation work in tandem to achieve a sustainable future for embedded finance? Can embedded finance deliver on the long-promised vision for financial inclusion?
Explore different approaches to create seamless and tailored payments experiences. Discover the ways in which that fosters brand loyalty and enduring customer relationships. The panel will look at the ways in which personalization and data insights overcome CX pain points and improve customer journeys. They will also share perspectives on the value of a payment orchestration layer in delivering on the objectives of an effective payments strategy.
BNPL was created to allow consumers shop on their own terms and to drive greater sales for sellers. It is one of the most successful examples of embedded lending. However, is this creating a potentially unhealthy relationship with debt for consumers? Do you need to have “the talk” about your BNPL products with your customers? Panellists will explore strategies to drives sales while ensuring adequate consumer protection.
-Julián Alcázar, Payments Specialist, Federal Reserve Bank of Kansas City
The junction of gaming, virtual reality (VR) and a good payments infrastructure is key to securing the path for success in the Metaverse. There are innumerable points of contact between the metaverse, gamers and payment platforms at which to engage and transact. This session will review the high demand for alternative payment platforms. Panellists will discuss the role of embedded payments and the opportunities to be discovered in the 3D metaverse.
INDUSTRY FOCUS STAGE
Learn how retailers are introducing embedded and IaaS offerings into their products and services. Delivering relevant and personalized insurance products to customers just when they need them provides better outcomes, whilst creating new revenue streams. Discover how to leverage real-time data to boost product personalization and enhance CX.
-Andrew Jernigan, CEO, Insured Nomads
Embedded insurance is all about offering relevant and affordable insurance when and where needed. Industry leaders discuss the opportunities of embedded insurance and how this ecosystem can benefit both insurers and customers. Explore how embedded finance can reduce the protection gap in insurance by offering relevant and accessible insurance solutions at the point-of-purchase.
Industry leaders will discuss the big questions in social media monetization: Are creators paving the way in digital payments innovation? How tapping into closed knit communities drives opportunities to meet both unmet needs and new opportunities.
Rockstar speakers will discuss what embedding wealth and investment offerings means for your business and their customers. Panellists will focus on the possibility to improve customer lifetime value and retention while dramatically improving the unit economics of retail banking as well as how embedded wealth is a key lever for financial inclusion, improving people’s financial, mental and physical wellbeing.
-Kelsey Willock, Co-Founder & CEO, Aura Finance
-Nicholas LaMaina, Head of Broker Dealer, eToro
Recent studies have shown that existing older consumers are keen to get some exposure to digital assets. For younger consumers, who are already comfortable with crypto assets, there is a real opportunity to introduce them to more traditional wealth management products. In this session, panellists will discuss how combining traditional and digital assets can drive greater interest in wealth management products across the board, ensuring that more people have the opportunity to build their wealth and benefit from wealth management solutions.
Joshuah Lebacq, Principal, Venture Capital, National Bank of Canada
Have a tipple and a chat with industry friends new and old