Day 1 Agenda


15 May 2008, Thursday

09:00 – 10:00

Welcome Notes
Mr Philip Strause, Chairman, The Asian Banker Excellence in Retail Financial Services Programme
Mr Christian Kapfer, head of reseacrh, The Asian Banker Excellence in Retail Financial Services Programme

Opening Keynote
Dr Tarisa Watanagase, governor, Bank of Thailand

10:00 – 11:00

Leadership in Retail Financial Services Dialogue
Winning the Tactical Warfare - Lessons From the Standard Chartered Experience

An Interview with Mr Wilson Chia, regional head, SEA, Consumer Banking, Standard Chartered Bank by Mr Emmanuel Daniel, president and editor-in-chief, The Asian Banker

11:00 – 11:30

Morning Break

11:30 – 12:30

CONFERENCE TACTICAL SESSIONS
CUSTOMER SEGMENTATION & INTERFACE I WEALTH MANAGEMENT I

Leveraging on Analytics to Enhance Profitability of Customer Relationships

The market space is dominated by free cards, mass usage tie-ups and balance buy-out programs as card issuers clamor for the same consumer segments. It is becoming a largely undifferentiated market, where issuing brand alone is no longer key to consumer decision-making. How can banks succeed in the face of intense competition targeting the same customers?

Identifying opportunities through the power of analytics
Leveraging on segmentation and technology in driving customer engagement
Portfolio management for increased customer engagement to optimize profit and retail best customers


With contributory dialogue from
Dr John Zuo, senior vice president, Risk Management, Wachovia
Ms Imelda Trillo, head of preferred banking and senior vice president, Bank of the Philippine Islands
Mr David R. Lindberg, vice president and head of FMCG Australia First Manhattan Consulting Group
Mr Charlie Hamdan
, director of product management, Consumer Banking, TCS Financial Solutions

Moderated by
Mr Chris Skinner, founder and chief executive officer, BALATRO

Winning Strategies for Cross-Border Wealth Management

Switzerland is the leading financial centre for cross-border wealth management for private clients. This session will concentrate on the elements central to the success of the world’s leading wealth managers that are transferable to the wider Asia Pacific industry.

Examining opportunities and risks facing Switzerland as a financial and job centre
Assessing developments in AML & KYC
Integrating wealth planning emerging new practices
Reviewing sales tactics and incentives in a cross-border environment

Presented by
Dr Martin Maurer, secretary general, Association of Foreign Banks in Switzerland

Moderated by
Professor Brett King, chief executive officer – International, American Academy of Financial Management

12:30 – 14:00

Luncheon

14:00 – 15:00

CUSTOMER SEGMENTATION & INTERFACE II

WEALTH MANAGEMENT II


Overcoming the Branch Productivity Improvement Challenge: New Approaches in Relationship Banking to Increase Effectiveness and Efficiency

While the buzz surrounding e-channels continues to rise, continued strong branch expansion adds pressure on banks to increase their productivity and increase bottom line consideration at the branch level. This session will highlight on:

Understanding the factors that drive profitability
Service quality and cost management
Ensuring operational efficiency around the teller platform
Evaluating the role of human capital at the branches
Improving the use of metrics to measure branch performance

Presentation by
Mr Jeetendra Kumar
,
managing director, South Asia,
Pitney Bowes Software

With contributory dialogue from
Mr Patrick Chew, head of delivery, Consumer Financial Services, OCBC Bank
Mr Paul Edwards, managing director, NCR Thailand

Moderated by
Mr Philip Strause, chairman, The Asian Banker Excellence in Retail Financial Services Programme

Building a Successful Private Bank: Tapping into the HNWIs in Asia Pacific

What are the most effective products and service levels for emerging Asia Pacific’s HNWIs?

Building the right architecture for private banking in commercial banks
Identifying vital differences between private banking and the middle and lower segments of wealth management.
Relationship management in the HNWI space: Communication and complaint management
Developing human resource skills in private banking.

With contributory dialogue from
Mr Arup Mukhopadhyay, executive vice president, group head – Retail Banking, Abu Dhabi Commercial Bank

Moderated by
Professor Brett King, chief executive officer – International, American Academy of Financial Management

15:00 – 16:00

EMPLOYEE ENGAGEMENT CREDIT RISK MANAGEMENT

Creating a World-Class Employee Engagement Programme for Financial Institutions

What can financial institutions do better in building workplaces that foster high levels of employees’ emotional engagement?

Linking employee engagement to your business outcomes
Developing effective internal communications
Engaging employees in your business strategy
Dealing with changing dynamics of global business and society

Presented by
Mr Ashok Gopal, principal consultant – Asia Pacific, The GALLUP Organisation
Mr John Heptonstall, managing director and Group chief executive officer, TWC Consulting Group

With contributory dialogue from
Mr Clifford Lawrence, senior vice president and asia regional manager, International Financial Services, Wells Fargo & Company

Moderated by
Mr Chris Skinner, founder and chief executive officer, BALATRO

Managing Credit Risk for SME Portfolios with Hybrid Approaches

Understanding diversity of SME lending
Examining retail and wholesale characteristics of SME portfolios
Exploring hybrid (retail and wholesale) approaches of SME portfolio management
Discussing issues of credit risk models used in the hybrid approaches
Best practices with proactive account review: a successful early warning system
Adopting efficient and effective delinquency collection strategies

Presented by
Dr John Zuo, senior vice president, Risk Management, Wachovia

Moderated by
Mr Philip Strause, chairman, The Asian Banker Excellence in Retail Financial Services Programme

16:00 – 16:30

Coffee Break

16:30 – 17:30

Closing Keynote
Dr Muliaman Hadad, Deputy Governor, Bank of Indonesia

Co-chaired by
Mr Philippe Paillart, former board member of Citibank , Standard Chartered Bank, Ford Financial Services and DBS Bank, and current Partner of MOTET, the International Banking Advisory Partnership
Mr Christian Kapfer, head of research, The Asian Banker Excellence in Retail Financial Services Programme

17:30 – 18:30

Cocktail Reception


* Please note that the names of speakers and panelists listed are pending confirmation. The Asian Banker reserves the right to change the names of the proposed speakers.

Welcome to Thailand Hosts
Thought Leadership Sponsors
Panel Sponsor
Official Cocktail Sponsor
Exhibitors
Technology Partner

Post Event:

Download Presentations
Excellence in Retail Financial Services Convention 2008 drew in 260

Awards Highlights

Winners List
HSBC (Hong Kong), former DBS retail head Koh awarded top retail banking honours

Latest Updates

Keynote Speakers:

Dr Tarisa Watanagase, Governor, Bank of Thailand

Mr Edmund Koh, President, Ta Chong Bank
Dr Muliaman D. Hadad, Deputy Governor, Bank of Indonesia
Mr Wilson Chia, Regional Head, South East Asia, Consumer Banking Group, Standard Chartered Bank
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The Asian Banker Excellence
in Retail Financial Services Convention 2008

- Chairman -
Mr Philip Strause, Retired Principal, Deloitte Consulting LLP and International Resource Director, The Asian Banker
- Advisory Council Members -

Mr Philippe Paillart, Former Board Member of Citibank, Standard Chartered, Ford Financial Services and DBS Bank

Mr Varun Sabhlok, Former Regional Audit Director, Citibank Global Consumer Banking and current Director, AVS Asia Ventures

Professor Brett King, Chief Executive Officer, International, American Academy of Financial Management

Mr Chris Skinner, Founder and Chief Executive Offi cer, BALATRO and Chairman of the Financial Services Club

- Secretariat -
Mr Christian Kapfer, Head, The Asian Banker Excellence in Retail Financial Services Programme

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