Business Banking

BAI Beacon 2017's Business Banking agenda includes sessions on cross-selling, the use of A.I., and best practices for social selling.

The schedule for all Business Banking sessions, as well as some session speakers, are to-be-announced. Check back later for more information.

Want a look at the full BAI Beacon 2017 agenda? Download it here.

Light-Up Breakfast: Innovation - Going Small to Win Big

October 4, 8:30 a.m. - 10:00 a.m., Main Stage

David Robertson, Best-Selling Author; Senior Lecturer, MIT Sloan School of Management; Professor of Practice, The Wharton School at University of Pennsylvania

Many times, organizations are focused on the next big thing – THE innovation that will disrupt or change how business gets done. This is usually a high risk, long term and costly approach to innovation. But, there’s a different school of thought that has been leveraged by companies inside financial services, such as ING Direct, and outside the industry, like LEGO, that drives a clear path to lower-risk, incremental and impactful innovation.

Companies such as these, have developed portfolios of tightly coordinated, complementary innovations. Individually, each innovation is low risk and (often) low cost. But if done well, they can add up to a significant and sustainable competitive advantage.

Be the Bank Your Customers Love with Salesforce Financial Services Cloud

October 4, 10:10 a.m. - 10:40 a.m., Stage 2

Rohit MahnaSenior Vice President and General Manager, Financial Services, Salesforce 
Anthony MorrisGlobal Head of Retail Banking, Salesforce

It’s the Age of the Customer, and banks have an opportunity to connect with their customers like never before. Smart, fast, and seamless experiences are the new standard, and the ability to know customers and predict their financial needs is the new competitive advantage.

Find out how trailblazing banks are using Financial Services Cloud to innovate more rapidly and drive customer loyalty. You'll leave this session with actionable ways to put your customers — rather than products, channels, or transactions — at the center of every interaction.

Leadership and Culture: Insight-Enabled Change

October 4, 10:45 a.m. - 11:15 a.m., Stage 3

Melissa Erhardt, Managing Director of Human Resources, Citi Retail Services
Leslie McNamara, Managing Director and Executive Vice President, Head of Business and Market Development, Citi Retail Services

In the conversation about the transforming financial services, financial institutions need to address the culture and leadership it will take to get them there, including the challenges in developing emerging talent, encouraging innovation and cultivating the next generation of leaders. Join us for insights about a remarkable partnership between business and human resources, where Citi is rethinking its culture and leadership through interactive exercises, introspection, and story-telling.

Social Selling for Business Bankers

October 4, 11:30 a.m. - 12:00 p.m., Stage 3

Robert Knop, Founder and Chief Executive Officer, Assist You Today

The world has changed. Traditional methods of gaining and retaining clients are becoming less and less effective. The solution is social selling, which has quickly become a game-changer to acquire new customers, onboard top talent and retain current clients. Discover tips and tools to transform your business banking teams, drive high-quality lead generation and nurture lasting existing relationships via digital and social.

A.I. — The Next Frontier in Customer Experience

October 4, 12:30 p.m. - 1:10 p.m., Innovation Stage

Debbie Bianucci, President and Chief Executive Officer, BAI
Kesna Lawrence, Chief Data Scientist, Deluxe Marketing Solutions, Deluxe Financial Services
Jim Marous, Owner and Publisher, Digital Banking Report

BAI Beacon is teaming up with Jim Marous and Digital Banking Report on the release of a brand new report, A.I. — The Next Frontier in Customer Experience. The report will debut at BAI Beacon. Attendees will not only be the first to get their hands on Digital Banking Report's cutting-edge research on A.I.—one of the hottest topics in the banking industry today—but they will also hear it discussed by thought leaders from BAI, Digital Banking Report and Deluxe.

Social Acquisition: New Approaches to Customer Acquisition

October 4, 1:15 p.m. - 1:45 p.m., Stage 2

Melissa MusgroveHead of Social Media, Regions Bank

Organizations live and die by their ability to acquire greater wallet share from existing customers and attract new customers for their business. Hear new perspectives on and gain insights into key strategies to optimize customer acquisition on both fronts in this digital era.

BAI Global Innovation Awards Peer Group Discussion: The Future of Mobile and Social Banking

October 4, 1:15 p.m. - 1:45 p.m. (Huddle)

Suvo Sarkar, Senior Executive Vice President and Group Head, Emirates NBD

Customers spend a LOT of time online via smart phones. While mobile is old news for banking, it shows no signs of declining or lessening in importance to customers across the globe. That said, differentiating mobile offerings in the marketplace to meet niche needs or offer non-traditional solutions will be crucial for winning new customers and deepening loyalty. In this highly interactive huddle, winners, finalists and attendees will discuss how they identify market opportunities based on existing customers and create mobile or social solutions that increase customer engagement and drive new adoption.

What Do Business Banking Customers Really Want in a Banking Partner: More Touch or More Technology?

October 4, 2:00 p.m. - 2:30 p.m.,Spotlight 6

Jason Cohen, Small Business Digital Strategy, Wells Fargo
Ed O’Brien, Executive Vice President, Research and Strategy, ath Power
Pat O’Donnell, Senior Vice President, KeyBank

With business banking clients, is it about access to more technology? Or more personal services? In reality, the answer lies in a smart balance of touch and technology. Learn how to get that balance right to best serve business banking customers at any point in their time-constrained lives.

Investing in the Future of Business Banking

October 4, 2:45 p.m. - 3:15 p.m. (Huddle)

Byron Marshall, Director, Research, BAI

Financial institutions need to strike a delicate balance as they strive to serve needs, add value and sell the right products and services to business owners. That’s a complex agenda, often made tougher by limited resources to do it all. Gain insights into how, when and where to best allocate your investments so they profitably impact the bottom line.

Leveraging Channels Outside the Branch for Sales

October 4, 2:45 p.m. - 3:15 p.m., Stage 2

Anoop Warrier, Head of Consumer Digital, SunTrust Banks

As consumers migrate from the branch to digital and self-service channels to transact their business, financial services organizations need to find different approaches to capture those sales. Explore how financial organizations can also use these other channels more effectively within their sales strategy. 

The Business Builder's Play Book

October 4, 2:45 p.m. - 3:15 p.m., Stage 1

Amy Radin, Adviser and Board Member, The Daily Innovator LLC

Financial institution leaders know that the need to transform is more pressing than ever … and that they must speedily make tough calls and execute with excellence to serve rising stakeholder expectations. Amy will share pragmatic advice for the individuals who are building the future of financial services. Tips and tactics are based on her experiences as a digital and innovation executive, startup adviser and investor, and interviews with over 50 business builders.

Organizing for Business Banking Success

October 4, 4:00 p.m. - 4:30 p.m., Spotlight 5

Tom HoscheidtManaging Director, Research, BAI
David HillerSmall Business Segment Executive, SunTrust
Stephen E ConnorsSenior Vice President, Corporate Products & Services, TD Bank

The structure of the business banking function at financial institutions has implications on ownership, skill sets and the success of its strategy. Hear exclusive research and join business banking leaders in a discussion of the pros and cons of different organizational structures.

Changing the Focus: A Value Approach to Deeper Client Relationships

October 4, 4:00 p.m. - 4:30 p.m., Stage 2

David Chung, Director, Simon-Kucher & Partners

More than ever, business owners look for their financial services provider to deliver more valuable, relevant and convenient products and services. What do business-banking clients really want? Hear research findings on what small business customers are willing to pay for—and learn how to deepen customer relationships to gain greater market share.

Light-Up Breakfast: Winning in Financial Services by Winning in the Workplace

October 5, 7:45 a.m. - 9:15 a.m., Main Stage

Patty McCord, Workplace Innovator; Culture and Leadership Consultant; former Chief Talent Officer, Netflix

The financial services industry is experiencing competition, not only for customers, but for talent, too. As professionals compare working environments, financial services’ heavily regulated environment, complicated organizational structures and highly commoditized marketplace, are not as appealing as other career options.

Enter Patty McCord, workplace innovator and former Chief Talent Officer for Netflix, whose unique approach to talent, culture and leadership was one of the driving forces behind the success of the video streaming service.

Connecting the Dots – Integrating Data Analytics to Drive Results

October 5, 9:45 a.m. - 10:15 a.m., Spotlight 4

Lazaro Campos (moderator), Co-Founder, FinTechStage
Clive Mitchell, Chief Operating Officer and Co-Founder, Railsbank
Rob Stanich, Global Wealth Management Offering Manager, IBM Watson Financial Services

To better understand consumers’ preferences and predict their behavior, financial services companies need to integrate data from multiple channels and marketing strategies. Connecting the dots across many areas--from email to social media to paid, owned and earned advertising--is critical to make smart business decisions and take actions that can deliver results. Discover how financial institutions can leverage the tools and technology needed to reach this goal.

De-Risking Business Banking Lending Through AI

October 5, 9:45 a.m. - 10:15 a.m., Stage 3

Justin Adams, Founder,
Matt Gamser, Chief Executive Officer, SME Finance Forum
Kathryn Petralia, Co-Founder and  Head of Operations, Kabbage
Patrick Reily, Chief Executive Officer, Verde International
Chris Rentner, Founder and Chief Executive Officer, Akouba Credit

SMEs are a significant driver of all economies; yet, they have traditionally been one of the most underserved customer segments. No longer! Technology is bringing innovation in this sector as well: from alternative data and AI enabling faster and easier access to credit, through to plug and play platforms integrating all finance capabilities that a business may need into one easy, customized interface. This session will discuss some of the technology innovations in the business banking space, with a strong focus on lending and access to funds.

Women in Business: Tapping into a Growth Segment

October 5, 11:05 a.m. - 11:35 a.m., Spotlight 5

Beth Marcello, Director, Women’s Business Development, PNC

According to the 2016 Kauffman Index of Startup Activity, women now make up 40 percent of new entrepreneurs in the US and across the globe, women's entrepreneurship rates rose by 13 percent on average. Engage with an industry expert to better understand what these business owners are looking for…what makes them different and how can your organization tap into this growing business banking segment.

Featured Closing Session: The Rules of Engagement - Customer Centricity in a Digital Era

October 5, 11:45 a.m. - 12:30 p.m., Main Stage

Crystal Washington, Technology Strategist and Author

As financial services companies shift from product–centric to customer-centric strategies, the importance of connecting and engaging with consumers how and where they are, has never been more important. And, where they are is online, on their phones and on social networks. So, how can financial institutions continue to transform to build stronger digital relationships and create the right kind of experiences for the customers? Crystal Washington has a few ideas!

Join Crystal as she shares actionable insights to drive successful customer engagement. Whether you’re using Twitter, Facebook, Instagram, Vine or the next best social tool, we think you’re going to love what she has to say!