Agenda
22nd Banking and 18th Insurance Forum
Day 1 – 25th October 2021
9:00 – 9:15 The Opening Ceremony of the conference
- Andrzej Kopyrski, Co-chairman of the Advisory Board Banking Forum / Managing Director, Equity Investments at Polish Development Fund (PFR)
- Artur Olech, Chairman of the Advisory Board Insurance Forum/ CEO, Founder, Trasti
9:15 – 9:30 Honorary Guest
- Zbigniew Jagiełło, Co-chairman of the Advisory Board Banking Forum*
9:30 – 11:00 POLISH IMAGE ONE AND A HALF YEAR AFTER THE BEGINNING OF THE PANDEMIC. HORIZONS AND PRIORITIES OF THE NEW REALITY
- The impact of the National Recovery Plan on the financial sector
- Lessons learned from the pandemic, medium-term outlook, and economic projections for the next decades.
- Economic growth dynamics. Macroeconomic analysis of the current situation and indicators of recovery from the crisis
- Threats to Poland’s stability, security, development, and economic growth.
- What can we expect from aid institutions/state (BGK, PFR)?
- Reactivity: resilience of the Polish economy. GDP growth? Return to pre-pandemic situation?
- Medium-term scenarios for the insurance and banking industry in the “new normal”
- Capital Market Development Strategy. The future of the capital market in the perspective of international market changes
- Poland’s long-term vision and the financial sector contribution to the European Green Deal
- Scale of investment and banks’ ability to finance green projects
- System support: whether and what elements can be used (legal, regulatory) to support banking institutions to finance green projects
- A common understanding of what ESG is in the investment/banking/insurance industry an important part of economic policy.
- EU taxonomy in practice: main principles, new obligations, understanding criteria, limitations, and reporting aspects.
Speakers:
- Paweł Borys, President of the Management Board, Polski Fundusz Rozwoju
- Beata Daszyńska-Muzyczka, President of the Management Board, Bank Gospodarstwa Krajowego
- Joao Bras Jorge, President of the Management Board, Bank Millennium
- Marcin Nedwidek, President of the Management Board, Uniqa
- Leszek Skiba, President of the Management Board, Bank Pekao S.A.
- Zbigniew Jagiełło, Co-chairman of the Advisory Board Banking Forum*
- Beata Kozłowska-Chyła, President of the Management Board, PZU *
11:00 – 12:00 THE FUTURE OF BANKING SECTOR. ORGANIZATIONAL, TECHNOLOGICAL AND REGULATORY CHANGES.
- How the pandemic and new technologies influence the formation of a new banking model?
- Change in customers behavior: decrease in a number of people visiting branches
- What are the chances to survive for the traditional banking?
- What IT solutions counts in the development of retail banking services?
- Popularization of remote channels and providing new services
- Premium risk, return on capital in the banking sector, bank funding costs
- Are the days of free banking a thing of the past?
- BMR Directive, the state of ibor reform – risks for the banking sector
- CRD V, CRR 2 financial implications
- Francredits problem
Speakers:
- Iwona Duda, President of the Management Board, Alior Bank
- Andrzej Kopyrski, Co-chairman of the Advisory Board Banking Forum
- Krzysztof Pietraszkiewicz, President of the Management Board, Związek Banków Polskich
- Tomasz Kowalski, President of the Management Board, Deutsche Bank
- Przemysław Gdański, President of the Management Board, BNP Paribas *
- Elżbieta Czetwertyńska, President of the Management Board, Citi Handlowy *
12:00 – 12:40 NETWORKING BREAK
12:40 – 14:10 TECHNOLOGICAL STRATEGIES FOR FINANCIAL SECTOR DEVELOPMENT
- Strategies and changes in the post-covid19 period
- Managing technological development – educating and building accountability for change leaders in the financial sector
- Digital transformation strategies and innovation directions in banking and insurance.
- How new technologies allow the financial sector to survive?
- Digital bank and insurance company of the future: modern technologies, a look into the future, trends, digital road map of the financial sector.
- Modernize and digitize central systems/operations to meet increasing customer demands.
- Cloud in the finance sector in Poland: trends and potential for using cloud in the insurance sector in Poland and worldwide. Building confidence of Financial Market solutions
- AI-based digital transformation – the future of AI-based banks and insurers – a breakthrough in advanced analytics?
- Who has the data (and knows to use it), rules – examples of creating value from data management?
Speakers:
- Piotr Bułka, Member of the Management Board, Generali
- Błażej Szczecki, Vice-president of the Management Board, Bank Pekao SA
- Andrzej Przewięźlikowski, Vice-president of the Management Board, Comarch
- Rafał Stankiewicz, Vice-president of the Management Board, Warta
- Michał Góra, President of the Management Board, Alfavox
- Krzysztof Dąbrowski, Vice-president of the Management Board, mBank *
- Patryk Nowakowski, Member of the Management Board, Santander *
- Agnieszka Wrońska, President of the Management Board, Link4 *
13:40 – 13:55 Presentation
- Łukasz Nienartowicz, Head of Business Intelligence, Britenet
13:55 – 14:05 Presentation
- Representative T-mobile *
14:05 – 14:15 Presentation
- Representative PWPW *
14:10 – 15:10 WHAT COULD THE FINANCIAL SECTOR LEARN FROM OTHER SECTORS?
14:10 – 14:25 Bank of the Future – competitive edge powered by advanced analytics and AI
- Yigit Karabag, Regional Executive Director, Customer Advisory, SAS
14:25 – 15:10 Debate:
- An opportunity for change. The role of neobanks and neo-insurers – are they the future of the sector?
- Selection as a recipe for success. Which industries are worth betting on? Which entities have a chance to appear on the market?
- Growth strategies, i.e., merges, acquisitions, establishing cross-sector partnerships, working with Fintech and Insurtechs, and participating in digital ecosystems.
- M&A trends for the coming years
- A new look at innovation and competitiveness in the sector
- How can traditional banks and insurance companies leverage their asymmetrical advantage to Fintech/Insurtech?
- What new technologies and services offered by Fintechs and Insurtechs during the last year and a half of pandemic have been the most successful in the world – an inspiration for the Polish banking and insurance sector?
- What will be the future competitive advantage for financial institutions? What will be the new source/game changer for traditional banks/insurance companies – use of data, personalization, advanced analytics.
- Transforming licensing models for key IT solutions that support institutions.
- Creating value through ecosystems and building partnerships.
- Are banks and insurance companies able to defend themselves against bightechs and other financial market entrants, or will it be quite the opposite?
Moderator:
- Łukasz Grass, Journalist *
Speakers:
- Tomasz Tarasiuk, FSI Customer Advisory Lead, SAS Poland
- Wojciech Werochowski, Vice-president of the Management Board, Bank Pekao SA
- Sławomir Soszyński, Vice-president of the Management Board, ING Bank Śląski
- Edyta Fundowicz, Chief Sales Marketing Officer, Nationale-Nederlanden *
- Andrzej Pyka, Chief Retail Transformation Officer, Santander Bank Polska *
Day 2 – 26th October 2021
9:00 – 10:00 CUSTOMER EXPERIENCE TRENDS IN BANKING AND INSURANCE – DESIGNING DIGITAL CUSTOMER EXPERIENCE
- Customer Era (customer centricity): defined strategy and appropriate organizational culture.
- What changes in customer behaviour do we observe in the new reality?
- Demographics: ageing population, small family model. Designing solutions tailored to society and building customer loyalty.
- Digital insurance company and digital customer – where to find inspiration and best practices to build a positive Customer Experience?
- How does the pandemic change the quality of customer service?
Moderator:
- Piotr Mroziński, Financial Sector Leader, Salesforce
Speakers:
- Aleksandra Agatowska, President of the Management Board, PZU Życie
- Wojciech Rybak, Member of the Management Board, Millennium Bank
- Arkadiusz Przybył, Vice-president of the Management Board, Santander Bank Polska S.A.
- Mariusz Wójcik, Member of the Management Board, UNIQA
- Magdalena Macko-Gizińska, Chief Customer Officer, Nationale-Nederlanden
- Mariusz Wójcik, Member of the Management Board, Uniqa
10:00 – 11:00 NEW MODELS OF INSURANCE DISTRIBUTION AND CUSTOMER SERVICE
- What was the key to the survival and continued growth of insurers? Are insurance companies prepared for the new hybrid reality?
- How existing products and processes have been adapted to new distribution channels and the needs of the new digital customer?
- Digitization of distribution models – opportunities and challenges.
- Hybrid model of insurance distribution and service – can the insurance customer experience be radically improved?
- How to increase the number and quality of contact points between insurer and customer?
- Personalization of insurance customer paths – hype or reality?
- Fight for customer experience vs. operational model optimization
- Hybrid agent – neo-agent. Omni-channel as a customer service strategy – the blending of online and digital channels
- What will the “digitalization” of agents mean for insurers? Digital agent. Tools to facilitate remote working.
- Digitization of the industry without agents will always be incomplete and carries the risk of a “grey area”. How to open up and support digitalization in the insurer-multiagent relationship?
- Transparency of comparison of insurance conditions.
- Key legal acts regulating insurance undertakings: IDD Directive: summaries, conclusions, key agent obligations: mandatory professional training of insurance agents and brokers
Moderator:
- Ida Krzemińska-Albrycht, Redaktor, Cashless
Speakers:
- Agnieszka Dąbrowska, Managing Director, Insly
- Michał Daniluk, Managing Director, Członek Zarządu, BIK Serwis
- Radosław Kamiński, Vice-president of the Management Board, Allianz
- Marcin Konopka, President of the Management Board, Berg System
- Monika Leżyńska, Managing Director Pionu Rozwiązań Dla Klienta Detalicznego, Uniqa Polska
- Director, Insurance Industry Lead, SAS Polska
- Jarosław Piątkowski, Vice-president of the Management Board, Warta *
10:40 – 10:50 Presentation
- Marcin Konopka, President of the Management Board, BERG System
10:50 – 11:00 Presentation
- Joanna Kościuch-Malinowska, Country Manager, Comadso *
11:00 – 12:00 CASH SECURITY STRATEGY, CASHTECH/CASH AND NON-CASH TRADING, CASH AND NON-CASH MONEY
- Cash security strategy – key principles
- Cash management in a post-pandemic world – circulation, security, plans
- CashTech – innovations for cash
- Cash versus digital money – pros and cons
- Digital payments ecosystem. Major innovations/regulations/changes/ lessons learned for the future
- Trends in payments – a view from payment organisations/publishers/clearing agents/FinTechs
- An overview of the most important EU legislative aspects in the field of payments
- Promoting the e-economy (education and cyber security)
- Monetary policy and monetary balance: inflation, exchange rate developments
12:00 – 12:40 NETWORKING BREAK
12:40 – 13:40 ELECTROMOBILITY DEVELOPMENT – AN OPPORTUNITY OR A THREAT TO THE INSURANCE INDUSTRY?
Introduction to the debate
12:40 – 12:55 Introduction to the debate
- Marek Zefirian, President of the Management Board, ARC Europe Polska
12:55 – 13:30 Debate
- Why electromobility is currently the most important trend in the global motorization?
- Poland just one step away from an electric boom? Condition of the Polish market compared to Europe – growth forecasts, trends, use of alternative fuels
- Electromobility as a whole ecosystem including drivers, electric vehicles, charging infrastructure, additional products (insurance, financing)
- Is insurance industry ready for increasing number of electric cars on Polish roads? Insurance product valuation alone may not be enough
- E-driver – who is a modern driver of an electric car and what are his needs? Is insurance industry prepared to serve e-driver? How to adjust products, customer service, UX to the needs of e-driver?
- Modern electric cars are loaded with advanced technology and safety systems to avoid an accident or collision? How will this affect damage and claim settlement?
- Car insurance bundled with a policy? Will automakers offer their own data-driven car insurance through conntected car technology?
- What will be the model for selling insurance of the future?
- Development of technologies related to electromobility, e.g. vehicle to everything (V2X), vehicle as an energy source
- Electromobility is not only a car – dynamic development of micromobility (e.g. UTO – personal transport equipment)
Speakers:
- Marek Zefirian, President of the Management Board, ARC Europe Polska
- Maciej Mazur, Managing Director, Polskie Stowarzyszenie Paliw Alternatywnych
- Andrzej Gemra, Deputy Director, Renault
- Representative of the PZU Group Management Board *
13:30 – 14:30 CHANGES IN THE LABOUR MARKET. NEW MODELS OF WORK IN FINANCE.
Introduction to the debate: Pandemic labour report/study. How has the pandemic affected the labour market?
- How the pandemic affected the way workers do their work?
- Will changes in the hybrid work model be permanent?
- The optimal working model – what might the new working model in finance look like? Are we closer to a remote working model or to an “in-office” model?
- Impact of remote working on the organisational culture of insurers and banks, its readiness to absorb innovative solutions. Has creativity declined as a result of a different organisation of work or, on the contrary, have the new conditions stimulated the search for other solutions also outside the workplace?
- With the continuing trend towards hybrid working, what new technologies will support employees in distributing tasks across teams, monitoring performance and partially automating their work?
- RPA – robotisation of business processes, digital worker
- Young generation on the labour market 2021. Expectations, opportunities, perspectives
- Evolution of financial/insurance benefits due to the COVID-19 pandemic
- Most important benefits for the young
- PPK as a benefit for the employee and recruitment aid for the employer
- PPK – a programme that can help build brand, attract and retain employees
Speakers:
- Robert Zapotoczny, President of the Management Board, PFR Portal PPK
- Marcin Żółtek, Vice-president of the Management Board, PZU TFI
- Katarzyna Przewalska, Director, Ministerstwo Finansów *
- Małgorzata Barska, President of the Management Board, NN Investment Partners TFI S.A.
- Beata Janczur, Vice-president of the Management Board, Credit Agricole *
- Anna Włodarczyk-Moczkowska, President of the Management Board Wiener *
14:30 – 15:10 CYBERSECURITY. HOW TO PROTECT YOURSELF AGAINST ATTACKS?
- New challenges for security teams – strategies based on protecting people and infrastructure
- Modern tools and methods. How to protect yourself against cyber-attacks?
- Legal and technological security issues: cybersecurity in the era of “open banking”, “open insurance”, “open finance” and “open data”
- Present threats, security when employees work remotely
- Security and customer education. How to involve the user in improving security?
- Phishing attacks on bank customers in Poland – how to stop the wave of thefts and frauds?
- Cyber policy in the era of remote work – is the pandemic forcing entrepreneurs to seek protection?
*Participation during confirmation
*The organizer reserves the right to change the agenda and to change the place and date of the event