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Open Banking USA: Visa acquires Plaid for $5.3B and pours gas on the open banking fire in 2020 - March 19 2020 - Atlanta, GA
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DESCRIPTION

 

*Due to COVID-19 concerns, this event will be postponed, we apologize for any inconvenience this may have caused and thank you for understanding*

Open Banking is beginning to generate further traction in the USA. The recent acquisition of Plaid by Visa for $5.3B is likely to accelerate the adoption of open banking in the USA. Several banking executives will join this session with Manoj Govindan as our moderator. Key questions for exploration will include:

+What are the next steps for Open Banking in the USA?
+Where do the greatest near-term business opportunities exist?
+What other companies will offer solutions to support Open Banking in the USA?

 

 

 

 

 

 

 

 

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AGENDA

   

PANELISTS

 

 

Hartley Caldwell

CIO, SVP Credit Union Solutions at Fiserv 

Accomplished Financial Services, Business and Technology Leader who delivers digital transformation, creating business opportunities and competitive differentiation. Generates growth and new revenue orchestrates change and enables technology applications for higher performance.

Known for design, management of development and infrastructure processes, skilled in the cross-functional disciplines of Operations, Sales, Product development, Marketing, and Customer Service. Experienced in growth, turnaround and start-up environments in domestic and international markets.

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Jim Tobin

Managing Principal, The Tobinus Company

Jim's unique consulting approach brings together two perspectives. First, strategy development and value creation techniques learned in stints on Wall Street and at McKinsey. Second, execution tools and tactics derived from many years as a corporate executive developing new technology platforms and business models. His experience included scaling market deployments to massive reach, often in the hundreds of millions of unique users worldwide. His recent consulting projects have included:

• Assisted one of the world’s largest Asset Management firms to elope its strategy and game plan for adopting Blockchain/Distributed-Ledger technologies internally and through partnerships
• For a leading global Internet of Things platform provider for Consumers and Enterprises, prioritized market pursuits by product and geography. Defined roadmaps, new product specs, solution bundle propositions, and talent-building programs. Focused especially on Smart Home and High-Value Industrial Supply Chain opportunities at the section of IoT and AI/ML
• For a PE-backed foreign technology firm delivering Customer Experience Management solutions to financial institutions, built and kicked off a multi-pronged market entry program into the US. Included new product development and aggressive M&A. Company’s liquidity event occurred in 3 years, at a significant valuation gain originally forecast to take at least 5 years, as a direct result of executing this bold strategy
• For one of the top 10 global FinTechs seeking to shift its revenue mix from mostly hardware to mostly software and services, devised a “right-angle turn” three-year strategic plan and nearer-term operating plans and budgets. Propelled company into new Emerging Payments, Omni-Channel Banking, and Financial AI opportunities.

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Gautam Vyas

EVP & Division Executive, Banking Solutions at FIS

Gautam Vyas is EVP and Division Executive at FIS. Gautam was recruited to FIS in 2016 to build its Global Professional Services business and accelerate its growth trajectory. Gautam added Growth Officer responsibilities in 2018 and expanded his remit to build and grow Services business for the Banking Solutions segment in 2019. Gautam now leads the Banking Solutions Services business spanning Digital & Banking, Payments and Wealth. As Global Head of Professional Services, Gautam’s responsibilities include accelerating FIS’ top and bottom-line growth through new and unique Services, productizing services, Go to Market through expansion of client footprints, and creating new distribution channels. FIS’ Professional Services division is a Digital & Banking and Payments modernizer that actively supports financial institutions globally, helping clients meet their unification and transformation goals across the entire organization - through Strategy consulting, Business transformations, Proactive and bespoke services, System integrations, Implementation of software and ancillary services, and Go to Market plans. Gautam’s division also ignites its clients’ growth through Advanced Analytics & customer adoption programs. Prior to FIS, Gautam has held senior executive roles in large Financial companies and Management Consulting firms like Equifax, Ernst & Young and others, building and transforming businesses and fueling growth. Gautam is advisory board member of CxO advisory organizations, and at Kansas State School of Business, his alma mater. Gautam is an active participant in FinTech industry thought leadership and actively speaks at industry forums on Strategy, Innovation & Trends, and Business Transformation topics. He earned his M.S (Electronics) from S.P. University and MBA from Kansas State University. Gautam is based in the Atlanta area with his teams across the Globe.

gautam vyas headshot november 2018 002

 

 

 

 

 

 

 

 

 

 

 

 

Tim Hart

Director, Strategic Accounts - Finicity

Strategic sales executive that has repeatedly penetrated multiple vertical markets and distribution channels, strengthened product positioning and increased market share.
Achieves success with limited resources and emerging technologies requiring distribution through multiple marketing channels. Builds fast and lasting relationships that result in financial gain.
Acknowledged for entrepreneurial work ethic and ability to navigate between large and small companies while influencing the organization matrix on both sides of a partnership.

Tim Hart

 

 

 

 

 

 

 

 

 

 

 

 

Charlie Brooks

Senior Product Manager at Kabbage

Charlie is a Certified Scrum Product Owner. He is passionate about creating incredible software products that people can use to make their day to day lives more effective and efficient. With experience in managing Web and iOS/Android products using agile methodologies, he always does whatever it takes to make a good product and make it amazing.

Charlie has worked with team members to reduce the amount of time it takes to move products from concept to delivery while improving quality along the way and he is indeed a valuable asset to any company that wants to create amazing products that customers will love.

Specialties: product management, project management, strategic planning and analysis, problem-solving, relationship building, product lifecycle management, software requirements.


Charlie Brooks

 

 

 

 

MODERATOR

 

Manoj Govindan

Chief CEO | Venture Builder at Kashat Venture Studios

CEO of Kashat Venture Studios delivering Business-Development-as-a-Service to discover, design, build, test and validate solutions to help transform business’ at large enterprises by designing, building & delivering curated innovation partnerships with lines of businesses and technology platforms to drive agility and risk appetite in regulated environments and transformation ops & strategic advisory work to clients. Continues to play advisory and alliance builder roles for Fintech and Corporate accelerators in New York, Atlanta and Charlotte.

Formerly, both at Wells Fargo and at Bank of America Merrill Lynch, accelerated enterprise innovation with an outcome-based Innovation Lab, a Fintech accelerator to discover and enable external innovation and a design-think process to help identify and direct innovation toward desired outcomes for the business. Founding member of the team to help align Vendor Management, Technology Innovation, Industry & Investment relations and TMT IPO/M&A.

Executed a federated Technology Innovation Portfolio for Enterprise via intersection of Strategic, Human & Intellectual Capital. Nurtured collaboration between IT, business partners, technology providers, investors and academia to enhance translation of ideas to execution. Evangelized opportunities for strategic partnerships that enable new and incremental revenue growth

In 2008, was an EIR at Center For Future Banking @ MIT Media Lab via Bank of America to explore how emerging technologies and insights into human behavior can transform the customers' experience and elevate the role of the bank in their financial lives. In 2016, was part of cohort at an Executive Education Workshop @ Harvard Business School via Wells Fargo for rethinking corporate strategies to drive change in the enterprise in an innovation economy.

In the turn of the century (1997-2005) was an independent management consultant for M&A (banks) related Change Management Services including Technology Solution Definition & Transition Planning, Technology Integration, Analysis, Application Design/Re-engineering. Prior to that, was a database engineer at Ford Motor Co, State of New Mexico and Safeway.

Bachelors in Electrical Engineering & Computer Science from Bangalore, India.

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EVENT LOCATION

LIST OF ATTENDEES

 

Location One Atlantic Center, 14th Floor 1201 West Peachtree NW, Atlanta, GA

Additional Information about this event:

Thursday 19 March 2020    
Official Event Website: more info
Number of expected attendees: Not defined
This event has an exhibit: Not defined
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