Webinar overview:

In an era marked by dynamic shifts in the financial landscape, banks and financial institutions grapple with a multitude of challenges, from soaring operational costs to the inertia of legacy processes. In this webinar Simon Edie, Thomson Reuters Confirmation, Elvis Crespo (CAMS), ICBC Luxembourg, David Hagerty, NatWest and Phillip Mind, UK Finance, take a deep dive into the strategic imperatives essential for navigating challenges and building resilience in operations.

Key points:

  • Challenges faced by banks and financial institutions: cost reduction, ROI improvement, legacy processes exacerbating operational inefficiencies, technological adaptation.
  • Strategies for operational resilience: new risk and compliance modules, digitisation, process automation.
  • Impact of APIs in driving automation, streamlining processes, maintaining competitive edge.
  • Opportunities for improving efficiency and delivering higher customer value in the banking sector.

Join us as we explore the transformative potential of APIs and delve into actionable insights aimed at empowering banking professionals to surmount challenges, seize opportunities, and cultivate a culture of resilience.

 


Confirmation helps over 4,000 banks and departments around the world respond to more confirmation requests in less time in a secure, client-friendly platform. Confirmation’s modern, efficient process standardises the way requests come to the bank, reducing the amount of manual data entry and potential for errors.

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Simon Edie

Simon Edie

Team Leader and Global Strategic Account Executive, Thomson Reuters Confirmation

Simon has had over 10 years working across a variation of industries, including Financial Services at Gartner and Audit at the ICAEW.Currently, Simon ...

Simon has had over 10 years working across a variation of industries, including Financial Services at Gartner and Audit at the ICAEW.

Currently, Simon looks after global strategic banks at Thomson Reuters Confirmation, helping them deliver more efficient and secure processes

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Phillip Mind

Phillip Mind

Director Digital Technology and Innovation, UK Finance

Phillip is Director for Digital Technology and Innovation at UK Finance.   He has a particular focus on how legislative and regulatory policy im...

Phillip is Director for Digital Technology and Innovation at UK Finance.  

He has a particular focus on how legislative and regulatory policy impacts digital transformation in finance and banking. He works across the digital transformation landscape on digital identity, AI, new digital money, tokenisation, open banking and data protection.  

His previous role focussed on influencing payments strategy and regulation in the UK. Phillip has a public policy background with previous roles at HM Treasury and in local government.

He currently sits on the FCA Innovation Advisory Group and Smart Data Council.

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Elvis Crespo (CAMS)

Elvis Crespo (CAMS)

Deputy Head of Compliance, ICBC Luxembourg

Elvis has 13 years professional and strong academic background in Compliance and Risk Management. He developed an important part of his career as Fina...

Elvis has 13 years professional and strong academic background in Compliance and Risk Management. He developed an important part of his career as Financial Crime consultant in PwC Spain and Mexico as well as Compliance Officer in Luxembourg. As Deputy Head of Compliance at ICBC Luxembourg (European headquarters) he has been acting as leading partner and key role on the global harmonization of the Financial Crime framework of ICBC Europe as well other cornerstone projects of digital transformation and systems development at Luxembourg and European branches.

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David Hagerty

David Hagerty

Senior Journey Developer, NatWest

With nearly two decades of experience in the financial services industry, spanning HSBC, JP Morgan, First Direct, Virgin Money, and Natwest, David is ...

With nearly two decades of experience in the financial services industry, spanning HSBC, JP Morgan, First Direct, Virgin Money, and Natwest, David is a seasoned professional in retail and business banking.

David has held multiple roles focussing on enhancing customer experiences, through journey design and optimisation. A qualified Lean Six Sigma Green Belt & Professional Scrum Product Owner, committed to a data-driven approach to process optimization. His current role is Senior Journey Developer in NatWest’s commercial & Institutional bank, responsible for multiple servicing Journeys & is the Product Owner for AI Business Cases in Servicing.

Driven by a passion for excellence, David is committed to crafting journeys that are both seamless and impactful for customers. His focus lies in creating organized, intuitive experiences that simplify complex processes. He thrives on innovation, constantly pushing the boundaries and integrating forward-thinking strategies into his journey designs.

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Thomson Reuters® Confirmation

Thomson Reuters® Confirmation

Thomson Reuters® Confirmation is the leading digital platform and global network for confirming financial data. We help auditors, bankers, lawyers, an...

Thomson Reuters® Confirmation is the leading digital platform and global network for confirming financial data. We help auditors, bankers, lawyers, and businesses around the world work more efficiently, find truth in financial data, and detect fraud. Recognised as the industry standard for digital verification worldwide, today Confirmation helps 1.5 million customers in 170 countries to confirm financial data.

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