A Tale of Two Innovations
June 7, 2016
Not unlike the French Revolution in the famous Charles Dickens novel, the financial services industry is going through a revolution of its own. Technology, regulatory oversight and consumer demand each play a vital role in how and why financial services organizations must innovate. And while each of these factors might present financial institutions of all sizes with unique challenges, there are significant opportunities to evolve and exceed expectations.
Join us on June 7 to gain actionable insights from award-winning, global innovation experts that are taking consumer convenience to new heights through the introduction of inventive, customer-centric channels and payment mechanisms.
- Employ an agile approach to innovation that solves consumer problems in simple, yet ground-breaking ways
- Efficiently optimize branch tools, technology and space through the delivery of a streamlined next-gen bank
- Embrace digitization to provide a cohesive suite of products for a seamless customer experience
- Contextualize opportunities for innovation to stay ahead of the curve and deliver best-in-class financial solutions
Holly is responsible for leading BAI’s strategic marketing planning and execution for the BAI brand, lines of business and membership. Holly joined BAI in 2014 with over 20 years of marketing experience in multiple industries, helping organizations build their brand and achieve financial success. She has proven success in building brands, driving revenue, leading advertising, guiding social media, managing public relations and creating integrated communication programs.
Most recently Holly served as Senior Vice President & Marketing Director for Fifth Third Bank’s Chicago Affiliate. This region is the largest growth market for Fifth Third with $10 billion in assets, 190 financial centers across Chicagoland and Northern Indiana and over 2,200 employees. She reported to the President & CEO and was on the Senior Leadership Team.
Holly received an M.B.A. from Lake Forest Graduate School of Management and a B.A. in Business Administration with a marketing concentration from Valparaiso University. She sits on the Board of Directors for the Young Women’s Leadership Charter School and is Chairperson for their Corporate Strategy Sub-Committee.
Matt Calman is a Director with the Innovation Outreach Program at Microsoft, a cross-sector innovation collaboration with heads of innovation from more than 30 global enterprises.
He previously spent 27 years at Bank of America, where he led the innovation function and built an innovation lab team that delivered more than 500 concepts, simulations, prototypes, and customer tests. A prolific inventor in financial services technology, he has 54 issued U.S. patents and was a Research Affiliate at the MIT Media Lab and Research Sponsor at Carnegie Mellon University’s HCI Institute. Globally, he has advised innovation programs in Austria, Canada, China, Finland, Spain, and Switzerland.
Matt has testified as an expert witness in financial services technology and IP disputes before the U.S. Federal courts, the American Arbitration Association and the USPTO’s Patent and Trademark Appeals Board. He was an undergraduate at Carnegie Mellon University, earned his Executive MBA from Georgia State University in 1999 and his Six Sigma Blackbelt Certification in 2002.
Vincent Hui is General Manager & Head of Personal Banking Division at The Bank of East Asia. He is responsible for overseeing the Bank’s personal banking businesses in Hong Kong, including credit card, consumer finance, mortgage loans, branch distribution & services, channel management & operations and marketing.
Vincent has extensive experience in retail banking, marketing, operation & administration, project development & technological application. He has led the internal development of many innovative products and services, including the bank’s award-winning digital branch implementation with paperless i-devices.
Peter Kwakernaak is an experienced entrepreneur in FinTech. Since 2008 he is the CEO of AcceptEmail, providing a SaaS based electronic bill presentment and payment service via e-mail, mobile, online and text for corporates in business to consumer and business to small business.
Prior to AcceptEmail, Peter was Chief Commercial Officer at NetEconomy, a Risk & Compliance software company providing solutions for anti-money laundering and fraud detection to large financial institutions and corporates. NetEconomy was acquired by US Fortune-500 company Fiserv in 2007.
Peter founded and led MaXware Benelux in 1998 as a subsidiary of a Norwegian listed corporation. MaXware specialised in cash management solutions, bulk-payment channels for financial institutions and payment factories for large corporates. The company became part of Belgian payments specialist Clear2Pay in 2005. In turn Clear2Pay was sold to US company FIS Global in 2015.
Peter has a Master of Science degree in Business Economics from the Erasmus University Rotterdam.