Australian Banking Innovation Summit 2021 | Retail Finance Intelligence | 25 October 2021 | Virtual Event

About RFi Group & Our Events
RFi Group is a global data-driven, business insights partner, exclusively focused on financial services. We specialise in data and information gathering,
customer-based insight generation and business decision support for the world’s leading financial service providers, as well as challenger and disruptive
market participants, and companies aligned to the FS sector.

Our aim is to combine global intelligence and local knowledge to provide insightful, valuable and actionable recommendations, with a core focus on the
provision of exceptional client service.

Covering 48 key global markets, with regional offices in San Francisco, Toronto, London, Singapore, Sydney and Melbourne, RFi Group consistently
provides clients with tailored advice and independent intelligence relevant to their specific markets and business needs.
RFi Group’s expertise and deep understanding of the banking and finance sector delivers high-value outcomes. Our areas of expertise include retail
banking, mortgages, transaction accounts, savings accounts, consumer lending, cards & payments, mobility and banking technology, SME & business
banking, private banking, wealth management and banking regulation.

RFi Group produces over 80 key events throughout the year with an aim to produce quality interactive forums with insightful and relevant debate. We
utilise our market insight to produce high-quality industry gatherings that provide attendees with both topical and thought-provoking sessions.
Our events are aimed at senior level industry leaders, and we secure both national and internationally recognised speakers.

RFi Group’s Australia Banking Innovation Summit is derived from RFi Group’s Global Digital Banking Series and The Australian Retail Banking Conference
launched in 2014. The summit is designed to focus on the ever-evolving banking and digital offerings both in Australia and abroad, with an emphasis on
innovation.

Disruption is nothing new to financial organisations. In the last decade, traditional providers have weathered a global financial crisis, new entrants, and
robust regulations. However, in the road ahead, the current pandemic warrants a fresh response. Whilst consumers in Australia are optimistic about the
future, the pandemic undoubtedly changed the way they bank, save, and interact with financial providers. This shift is a key driver in the emerging
transformation and revolution. Financial providers must now put innovation at the forefront and explore new ways to enhance relationships, delivering
experiences that reassure, reengage, and remain resilient as they forge a new path for banking in a post-pandemic world.
*In keeping with this year’s theme, and to ensure the health and safety of our speakers, sponsors and participants, this year’s summit will be a covid safe
event.

Key themes:
• Sustainable banking with a global perspective
• Current market analysis and future economic forecast
• Technology, innovation, and customer experience in digital banking
• Regulatory updates
• Open Banking
• Collaboration across the lending industry
• Pandemic recovery for SME’s
• Payment innovation

Who Should Attend?
CEOs, Heads of, Senior Directors of:
• Retail Banking
• Customer Experience and Marketing
• Mortgage, personal and SME lending
• Open Banking
• Cards and Payment processing
• Digital, Transformation and Technology
• Branches, Distribution, and Product development
• Business Banking

2021 Speakers

Alan Shields
Chief Data Officer, RFi Group

Alex Hassall
Co-Founder and CEO, Your Financial Wellness

Mike Roberts
Head of Strategy & Insights, Your Financial Wellness

Patrick Coghlan
CEO, Creditorwatch

Mark Bernhardi
General Manager APAC, nCino

Divij Gaur
Insights Lead., ANZ Digital & Segment, RFi Group

MODERATORS:

Amit Khan
Global Head, SME & Commercial Banking, RFi Group

Anna Shaw
Director, Consumer Credit, Deposits & Payments, RFi Group

Kate Wilson
Global Head, Consumer Credit, Deposits and Payments, RFi Group

Iman Ghodosi
Regional Vice President APAC, Backbase

Alex Boorman,
Chief Product Officer , RFi Group

PANELISTS:

Chris Hicks
Chief Revenue Officer, Till Payments

Dom Pym
CEO, Up

Lauren Applegate
Director Customer Success and Marketing AU/NZ, Envestnet, Yodlee

Joe McGuire
Co-Founder, MyMy

Lexi Airey
CEO, Gateway Bank

David Marshall
CEO, Defence Bank

Myles Redward
CEO and Co-Founder, Payright

Dion Appel
CEO, Openpay, Australia/ New Zealand

Nathan Walsh
CEO, Athena

Andrew Walker
CEO, Nano

Tom Whitworth
Chief Product Officer, Finstro

Patrick Coghlan
CEO, Creditorwatch

Tim Poskitt
Country Manager AU/NZ, Envestnet | Yodlee

Margot Birbeck
Head of Operations, Prospa

Anthony Baum
Founder & CEO, Tic Toc

Sarah Gordon
Service Owner, Customer Value Proposition Development (Everyday Banking), Westpac

Abhijit Chavan
Regional Vice President, Backbase

2021 Sponsors

EVENT PARTNERS:
• Backbase
• Creditor Watch
• Envestment Yodlee
• Ncino