Agenda autumn 2020 | Meeting of Leaders Banking and Insurance 2021

Day 1 – 19 October 2020

8:15 – 9:00 Registration

9:00 – 9:15 Opening Ceremony of the conference

  • Artur Olech, Co-Chairman of Advisory Board Insurance Forum / CEO, HiPRO
  • Andrzej Kopyrski, Co-Chairman of Advisory Board Warsaw International Banking Summit

9:15 – 9:30 Honorary Guest

  • Adam Glapiński, President of the Management Board, Narodowy Bank Polski

9:30 – 10:30 Inaugural Block: REBUILDING THE ECONOMY OF POLAND AND OTHER COUNTRIES IN TIMES OF RECESSION

  • Macroeconomic outline. Impact of the pandemic on the international economy. A global look at the needs of the economy while recovering losses.
  • The role of the state in stabilising the economy
  • The burden on the sector and the banks’ ability to finance
  • Anti-crisis shield. Basic economic and social assumptions
  • The functioning of financial institutions in the new reality. The business and technological perspective
  • European Green Deal – adjustment of the Polish banking and insurance sector to the plans of the EU regulator. A conscious approach to the ecosystem
  • The use of technology and the impact of energy policies on the sector, but also the impact of the banking sector on the energy sector
  • What has been learned during the COVID-19 lockdown period – where do we come out stronger and are we more resilient for the future?

Moderator:

  • Marcin Petrykowski, Managing Director, S&P Global Ratings

Speakers:

  • Paweł Borys, President of the Management Board, Polski Fundusz Rozwoju
  • Paweł Pytel, Vice President of the Management Board, Aviva
  • Sławomir S. Sikora, President of the Management Board, Citi Handlowy
  • Leszek Skiba, Vice President of the Management Board, Bank Pekao S.A.
  • Roman Szwed, President of the Management Board, Atende

10:30 – 11:20 THE CHALLENGES OF BANKS IN THE NEW REALITY IN TERMS OF CUSTOMER CONTACT AND WORK ORGANISATION

  • The role of banks in times of crisis and ways of solving problems in financial difficulties
  • How to maintain the profitability of the banking sector. Will the bank of tomorrow be able to maintain the credibility of the financial system? Customer confidence building factors
  • Challenges for the industry and the needs of the industry in the current market situation in terms of work organisation. Transformation of business models
  • How to properly take care of the customer in the era of “accelerated digital transformation”?
  • Why has investing in projects focused on delivering high-quality clients gone into the background during the crisis and unfavourable regulatory changes?
  • Leadership in the period of crisis and re-evaluation of attitudes in connection with running a business

Moderator:

  • Andrzej Kopyrski, Co-Chairman of Advisory Board Warsaw International Banking Summit

Speakers:

  • Maciej Brzozowski, Vice President of the Management Board, Alior Bank
  • Tomasz Kowalski, President of the Management Board, Deutsche Bank
  • Tomasz Kubiak, Vice President of the Management Board, Bank Pekao S.A
  • Jędrzej Marciniak, Wiceprezes Zarządu, Credit Agricole
  • Barbara Sobala, Vice President of the Management Board, Citi Handlowy

11:20 – 12:00 THE PROSPECT OF CAPITAL MARKET DEVELOPMENT

  • How do stock exchanges ensure the stable functioning of markets and investor protection?
  • Will the stock exchange continue to be an alternative to effective capital raising?
  • Financing of foreign expansion
  • Supporting Polish and foreign institutions
  • Coronavirus and the situation on the Warsaw Stock Exchange and world exchanges. Financial crisis and changing market dynamics
  • The condition and stability of the capital market

Moderator:

  • Marcin Wenus, Editor in Chief, Comparic24.tv

Speakers:

  • Marek Dietl, President of the Management Board, Giełda Papierów Wartościowych w Warszawie/li>
  • Tomasz Kulik, Member of the Management Board, PZU SA
  • Adam Pers, Vice President of the Management Board, mBank
  • Jerzy Śledziewski, Vice President of the Management Board, BNP Paribas
  • Robert Zapotoczny, President of the Management Board, PFR Portal PPK

12:00 – 12:30 Networking break

12:30 – 13:10 INSURANCE DISTRIBUTION DURING A PANDEMIC AND IN THE NEXT 10 YEARS

  • How has insurance distribution changed during the pandemic?
  • Development of digital insurance distribution channels. Can remote sales be the basis of all sales and communication with the customer?
  • What does the market expect from technology in difficult times?
  • Digital sales support – insurance sales tools – which we use, which we have used and what will we use? Channels of the future
  • Who can offer modern insurance products?
  • Should the regulator support the direct sales channel, and if so, how?
  • Low interest rates – what it means for life and property insurers in terms of investment and financial results and in terms of sales commission.

Moderator:

  • Piotr Bartos, Country Manager, Insly

Speakers:

  • Jolanta Karny, Vice President of the Management Board, Aviva
  • Michał Kęcik, President of the Management Board, Stowarzyszenie Multiagentów Ubezpieczeniowych
  • Marat Nevretdinov, President of the Management Board, Europa Ubezpieczenia
  • Jacek Byliński, President of the Management Board, CUK
  • Michał Góra, President of the Management Board, Alfavox

13:10 – 15:15 TRENDS IN DIGITAL BANKING AND INSURANCE TRANSFORMATION

Part 1
Technology in banking

13:10 – 13:25 Open Banking Premium and Open Data Economy: new possibilities for “Webank”. Regulatory determinants of platformization and interoperability in finance vs other sector

  • Krzysztof Korus, Lawyer, Partner, DLK Legal

13:25 – 13:35 Client experience (UX) as the foundation of building the position of a leader in digitisation.

  • Kamil Smuga, CIO, VP, Limitless Technologies

13:35 – 13:45 How does remote signing support sales and Customer Onboarding processes in the banking and insurance industry?

  • Maciej Zygmański, Business Development Manager, SIGNIUS

Part 2
Technology in insurance

13:45 – 14:00 Client analysis using modern IT technologies in order to increase sales results.

  • Joanna Kościuch-Malinowska, Country Manager, Comadso Sp. z o.o.

14:00 – 14:15 Fire Chat: A financial institution in the cloud – how Polski Gaz TUW does it

  • Modertor: Jacek Szczepański, Vice President of the Management Board, Atende
  • Speaker: Dariusz Śpiewak, CIO, Polski Gaz TUW

14:15 – 14:25 Digital transformation of insurance companies. How to achieve more thanks to technology?

  • Michal Jackowiak, CEO & Chief Agile Officer, Ecom

Part 3
Summary debate

14:25 – 15:10 Debate

  • Impact of the pandemic on changes in the functioning of the banking sector and insurance sector in terms of technology
  • Which technologies turned out to be the most effective during the pandemic? What do we expect from new technologies?
  • How to continue selling, consulting and servicing customers digitally?
    • Customer segmentation to develop a tailored offer for digital channels
    • Supporting cross-selling through new sales models and loyalty offers
  • The growing role of cloud solutions in banking and insurance in the light of the Polish Financial Supervision Authority’s position
  • Blockchain as a tool for digitizing processes in insurance

Moderator:

  • Eliza Kruczkowska, Chief Innovation Officer, Polski Fundusz Rozwoju

Speakers:

  • Łukasz Buczko, Financial Services Industry Lead, Google Poland
  • dr Krzysztof Korus, Lawyer, Partner, Partner, DLK Legal
  • Błażej Mika, Vice President of the Management Board, SGB-Bank S.A.
  • Wojciech Pantkowski, Vice President of the Management Board, Krajowa Izba Rozliczeniowa S.A.
  • Jacek Szczepański, Vice President of the Management Board, Atende
  • Agnieszka Wrońska, President of the Management Board, Link4

Day 2 – 20 October 2020

8:15 – 9:00 Registration

9:00 – 9:50 Ceremonial presentation of awards in the Leaders of the Banking and Insurance World Competition

9:50 – 10:40 PAYMENTS IN THE NEW REALITY

10:00 – 10:40 Debate

  • The payment ecosystem in the new reality? Cash vs. cashless – where are we?
  • The development of mobile payments in the new post-epidemic reality
  • Accelerating the process of displacing cash by card and mobile payments – are banks ready for it?
  • How banks react to sharp drops in consumer spending, as well as a decline in cross-border spending and a reduction in the volume of transactions
  • Cash discrimination. What barriers do we encounter when using mobile payments: psychological or maybe a lack of digital skills? Problems of seniors

Moderator:

  • Adrian Kurowski, Country Manager Poland at Visa Europe

Speakers:

  • Barbara Borgieł-Cury, Daily Banking Tribe Lead, ING Bank Śląski
  • Joanna Erdman, Director, Strategic Projects, Retail Customers & Transactional Banking, mBank
  • Paweł Placzke, Head of Daily Banking, PKO Bank Polski
  • Tomasz Pol, Head of Retail Banking – Products Management, Millennium Bank
  • Karol Sadaj, Country Manager, Revolut Poland

10:40 – 10:50

  • Mariusz Baczyński, Cloud Security Services Director EMEA, Radware

10:50 – 11:00 Presentation

  • Adrian Kurowski, Country Manager Poland at Visa Europe

11:00 – 11:40 CHANGES IN THE PRODUCT OFFER IN THE POST-COVID ERA

11:00 – 11:10 Forms of Poles’ saving – attractiveness of products on the market

  • Where do Poles put their savings? What products are attractive to them?
  • Employee Capital Plans as a long-term mechanism for savings
  • Robert Zapotoczny, President of the Management Board, PFR Portal PPK

11:10 – 11:40 Debate

  • What changes have insurers introduced to their offers during the crisis?
  • Has the pandemic resulted in new ideas for new insurance products? Is it an industry opportunity for new products?
  • How will technological development enable further product innovation?
  • Using new IT technologies for the personalisation of insurance products. Customer analysis to present customised products. What steps should insurers take to ensure that products meet customer needs?
  • Change of a work model from office to remote has brought many threats and challenges
  • What new areas of activity for insurers induce new types of risks related to robotisation of RPA business processes, machine learning and the use of artificial intelligence
  • What will tomorrow’s insurance products look like?

Moderator:

  • Artur Olech, Co-Chairman of Advisory Board Insurance Forum / CEO, HiPRO

Speakers:

  • Michał Jackowiak, CEO & Chief Agile Officer, ecom
  • Krzysztof Szypuła, Member of the Management Board, PZU SA
  • Robert Zapotoczny, President of the Management Board, PFR Portal PPK
  • Piotr Zadrożony, Prezes Zarządu, TUZ Ubezpieczenia

11:40 – 11:50 Company transformation thanks to the implementation of remote identity verification – case studies

  • Jan Szajda, CEO, Identt

11:50 – 12:20 Networking break

12:20 – 13:20 CHANGES IN THE CREDIT AND LOAN POLICY. THE ABILITY OF THE BANKING SECTOR TO FINANCE THE ECONOMY – CREDIT CRUNCH

12:20 – 12:35 The new reality under the latest EBA guidelines in the area of applying statistical methods to valuing real estate – a chance for automation and optimization of the mortgage process in banks. Can insurers benefit from this, apart from banks?

  • Grzegorz Ignaciuk, Vice President of the Management Board, Cenatorium
  • Mariusz Kurzac, Managing Director, Cenatorium

12:35 – 12:50 Smart product & pricing strategies for (online) lending

  • Benjamin Wellstein, Managing Director CEE Banking Division, Simon Kucher & Partners

12:50 – 13:30 Debate

  • Are we at risk of a credit crunch? Are there any symptoms indicating such risk? What would this mean for the economy? How can we systematically reduce this kind of threat?
  • Negative interest rates: How can banks implement negative price points?
    • Thresholds for levying fees on savings and conditions for waiving fees
    • Cost savings resulting from investing in new technologies
    • Using big data collection and monetising transaction data by using API
  • What will banking look like in a world of extremely low interest rates?
  • Strengthening non-interest income:
    • Precision pricing for credit products
  • How did the restriction of the limit of non-interest loan costs affect the financial market and what consequences will emerge in the context of credit holidays, financing infiltration and the corporate bond market?
  • How will loan companies handle the new situation? Cooperation of banks and loan companies
  • How far are we from being able to obtain a consumer loan fully through the online process, not at the bank where the customer keeps the account
  • What opportunities and prospects does the new EBA guideline offer in banks – is it time for an online mortgage

Moderator:

  • Krzysztof Kalicki, Co-Chairman of Advisory Board Banking Forum / Vice Chairman of the Supervisory Board, Deutsche Bank Polska

Speakers:

  • Marcin Gadomski, Vice President of the Management Board, Bank Pekao S.A.
  • Grzegorz Ignaciuk, Vice President of the Management Board, Cenatorium
  • Krzysztof Pietraszkiewicz, President of the Management Board, Związek Banków Polskich
  • Wojciech Rybak, Member of the Management Board, Millennium Bank
  • Tymon Zastrzeżyński, Co-founder&CEO, Grupa LOANDO
  • Artur Zwaliński, Director, UOKiK

13:30 – 13:40 Effective lead distribution in the financial sector – a case study of a mobile assistant for insurance agents

  • Tomasz Wesołowski, CEO, Edward.ai

13:40 – 14:10 FIRST APPLICATIONS FOR HEALTH INSURANCE DURING A PANDEMIC

  • How has the pandemic affected health insurance? Examples of good practices
  • Was additional health insurance needed during the virus?
  • The growing importance of telemedicine (e-prescription, teleadvice)
  • Increased customer awareness = increased interest in individual health insurance
  • Healthcare challenges – can we do everything remotely?
  • IT technologies, including Big data and AI analytics, and their impact on the health insurance industry

Moderator:

  • Marta Kaleńska, CEO/Co-founder at Cashap

Speakers:

  • Anna Janiczek, President of the Management Board, PZU Zdrowie
  • Paweł Jaroszek, Member of the Management Board, ZUS
  • Bartosz Kapczyński, Member of the Management Board, LUX MED
  • Wojciech Soliński, Director, Signal Iduna

14:10 – 14:50 PROSPECTS FOR THE GROUP INSURANCE MARKET

14:10 – 14:20 New model on the Polish insurance market in the field of group life insurance

  • Adam Malinowski, Vice President of the Management Board, Signal Iduna
  • Jan Zimowicz, Member of the Board, Aegon

14:20 – 14:50 Debate

  • Does group life insurance face a slow death or existence at the level of 30% participation? What can and should be done to reverse this trend?
  • Does it make any sense to extend the list of risks? Or maybe pure insurance risks at a reasonable level can become the driving force of development?
  • What to do to make group life insurance attractive to young people?
  • Can the introduction of dedicated tools for handling and access to insurance information into group life insurance change the current situation? Product awareness and the ease of making decisions
  • Market structure and possible changes
  • The role of brokers as seen by the insurer

Moderator:

  • Paweł Paluszyński, President of the Management Board, GreCo

Prelegenci:

  • Krzysztof Bukowski, President of the Management Board, Openlife
  • Tomasz Kutyba, Member of the Management Board, Equinum Broker
  • Adam Malinowski, Vice President of the Management Board, Signal Iduna
  • Konrad Zakrzewski, Director, AXA
  • Jan Zimowicz, Member of the Management Board, Aegon *

*Agenda valid as of October 15, 2020 The organizer reserves the right to change

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