The time is NOW to thrive in the highly disruptive environment of next-generation digital banking.

The Financial Services industry is changing dramatically with new diverse organizations: Revolut, N26, Apple, Google, Paypal, Alibaba seizing important market share and creating a significant shift in customer expectations.  It will not be sufficient for banks to be ‘open’ but to be able to orchestrate their ecosystems with differentiated services based on customer preferences to deliver improved client value and customer experience.  Coupled with managing demands on compliance obligations, KYC, AML, these organizations must find improved and innovative ways to exist or face ultimate extinction.

Join Capgemini, Salesforce and partners for a poignant and candid exchange and learn how your firm can avail next-generation digital capabilities to not only survive, comply but to thrive. We are hosting an exclusive invite-only business session on November 18, 2019 from 15:00 – 19:00 prior to Dreamforce 2019.

Places are limited and you are strongly advised to secure your seat by registering for the event!

Learn more about our presence at Dreamforce 2019.

Location

Capgemini Applied Innovation Exchange
425 Brannan St, San Francisco, CA 94107
Directions | 3D Tour

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Agenda

15:00 – 15:30 Welcome and Introduction
15:30 – 16:15 Panel session: Inventive Banking Featuring Capgemini and MuleSoft
16:15 – 16:45 Networking break and Demos
16:45 – 17:30 Panel session: Digital Client Lifecycle Management featuring Capgemini and Fenergo
17:30 – 19:00 Followed by a drinks and dinner reception

Speakers


Ame Stuart
Vice President – Digital Markets
Capgemini

Ame leads the UK digital transformation practice for financial services, with a focus on supporting Retail Banks, Fintechs, and challenger banks. Over 18 years’ experience of helping banks drive deeper consumer engagement through developing digital-first strategies for customer attraction, engagement, and development. Driving change at pace through developing and launching our Digital Banking Accelerator, Rapid Start.


Ravi Makhija
Vice President, Financial Services
Capgemini

Ravi is the Head of Solutions Business for Capgemini’s FSI Asia MU. As a strategic business innovation professional, Ravi has led regional teams to deliver key mandates for business expansion across APAC. Prior to joining Capgemini, Ravi led large BU’s as P&L leader within Oracle, SAS and Computer Associates with focus on driving culture change towards transformational business value based selling. Ravi has 25 years of experience within the APAC region, across realms of Finance/Risk/Compliance/Transaction Banking and Big Data. His experience varies from driving cross functional teams to managing complex large deals from conceptualization to negotiations. Ravi is an Engineer with MBA. He is an alumni of Ross School of Business, Michigan.


Matt Serna
Team Lead, Industry GTM and Marketing
MuleSoft

Matt leads industry go-to-market for MuleSoft’s strategic verticals, including financial services. His team is responsible for partnering with MuleSoft’s product organization to ensure that Anypoint Platform best supports the needs of financial services customers and empowering its field teams to support digital transformation in financial services.


James Follette
Head of NAM Sales & Global Head of Commercial, Business & Retail Banking
Fenergo

With over 15 years’ experience in the financial services industry, James Follette joined Fenergo as Global Head of Commercial, Business and Retail Banking in December 2018. James will oversee the division’s go-to-market strategy, drive the product roadmap development while ensuring current and prospective client needs are fully met within his division. Before joining Fenergo, James held roles at Citibank, IBM and other global consulting firms where he was responsible for implementing client onboarding technologies, leading digital transformation initiatives and overcoming regulatory challenges. James holds a Bachelor of Business Administration by the SUNY University at Albany.


Steve D’Souza
Global Head, Wealth Management and Private Banking
Fenergo

Steve D’Souza joined Fenergo in October 2018 to drive its expansion into private banking and wealth management globally. The establishment of this new division aligns with Fenergo’s growth strategy and its objective to deliver value-adding, innovative and proven CLM services to new market segments. With over 37 years’ experience in the technology industry, Steve has held roles overseeing global activity at Unisys and Odyssey. For the past 10 years, Steve has been running a successful sales consultancy in the private banking and wealth management sector with clients including JHC, FNZ, WDX and others. Steve compliments Fenergo’s management team with an in-depth understanding of the private banking and wealth management technology landscape. Steve holds an MBA from CASS Business School, and a BSc in Statistics and Computing from City University, London.

Moderator


Cyril Laurent Cymbler
Senior Director – Salesforce Financial Services EMEA
Salesforce

Previously international senior executive with more than 16 years’ experience in the Banking Industry, Cyril is a graduate with master’s degrees in management, Strategy & Marketing from several business schools and universities in Europe. Multilingual communicator, he spent 16 years at BNP Paribas, 10 as an expatriate in several countries in Europe, but also Caribbean and 6 in France. Cyril joined Salesforce Financial Services team as a Senior Director covering part of EMEA last year, to leverage his experience in International banking network management, Products engineering & digital projects leadership to provide our customers and teams a tailor-made transformation strategy.