Deconstructing Banking and Investing

Can we design better financial products for an individual who is at once a consumer, a saver and an investor? What are the building blocks for new products, partnerships and business models that technology is enabling? What challenges remain to be solved?

This program will provide answers to these questions:

  • For Fintechs – designing new and exciting products and business models
  • For institutions – looking to differentiate themselves at the intersection of banking and investing

5:00 – Doors open

5:35 – Getting the Job Done – Joe Benfatti, Partner, Risk Consulting, RSM

5:45 – Why Every Company is a Fintech Company: Building with Bank APIs Beyond Fintech – Susan French – Head of Product, BBVA Open Platform

Showcasing Fintech:

6:00 – Delivering Better Outcomes with the Right Data – Gozde Ozdemir, Vice President Business Development – Market Data, Morningstar

Showcasing Fintech:

6:15 – Best Practices in Building Financial Products – Gary Bender, Founder & CEO, Carneros Bay

Showcasing Fintech:

6:30 – Networking

This is a joint BBVA / Morningstar, / RSM / Carneros Bay initiative

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