The Open Finance Virtual Masterclass

An exclusive online forum for executives in the banking, financial services & insurance industry

Open finance has become a hot topic of the moment and a constant challenge for many businesses since it covers an unlimited number of scenarios. This virtual masterclass explored the relationships financial service companies have with their customers and the challenges they have experience in maintaining customer loyalty in today’s everchanging environment.

Our discussions are very much inclusive and involve all the wealth of experience from the senior peers.

The evolution from open banking to open finance

The real challenge for financial service companies today still lies in maintaining customer loyalty. Thankfully, the open finance movement, which directly affects the way these companies interact with their customers, is already seen as the key to how financial institutions will operate in the future.

This approach is designed to put the customer in the driver’s seat and level the playing field by providing them with more choices and making their lives easier through technology. Apart from improving customer relationships, it defines how businesses can interconnect and extend the service capability they offer, helping create a more loyal and durable customer base.

  • How can businesses monetise data they already have whilst extending the ecosystem to make money for their customers?
  • How does offering a more personalised experience for each customer, especially the younger demographic, help keep brand loyalty high?
  • How can adopting an API first model accelerate agility and innovation? How should financial institutions build an effective API strategy for the long term?

Liad Bokovsky
Sr. Director of Solutions Engineering, Axway


Lana Tahirly Abdullayeva
Advisor, Digital FS & Growth Strategy

2:00 pm: Welcome by The Ortus Club and short address from Axway
2:10 pm: Start of Fireside Chat: discussion on topic & subtopics
2:30 pm: Breakout sessions
3:15 pm: End of session

Axway is an enterprise integration company that has been working in digitally transforming enterprises. They have pioneered in managing file transfer, B2B integration, API management, content services, and other mission-critical solutions continue to be a big difference-maker to our customers.

Aways is fueled by your customer’s experience which is why their team helps deliver brilliant digital experiences that improve the value of heritage infrastructure and empower you to interact with customers wherever and however they want to engage.

  • CIO at Vistra
  • Managing Director and Head of Platforms at Barclays
  • Head of Commercial Delivery, Trading, & Banking Solutions at LSEG
  • Head of Enterprise Architect & Planning at Paypoint
  • Head of Digital at Royal London
  • Head of Digital Distribution at Invesco 
  • Head of Digital Channel at Standard Chartered Bank
  • Head of Data Privacy Operations at HSBC
  • Head of Enterprise Data at Ageas
  • Head of Technical Product Management at HSBC
  • Head of Strategic Transformation at Barclays
  • Head of Strategy at AXA
  • Head of Innovation at Together Money
  • Head of Services at Royal Bank of Scotland
  • Head of Open Banking at Illimity
  • Head and Sr. Director of Engineering at Revolut 
  • Sr. VP of Open Banking at Citi
  • VP at Goldman Sachs
  • VP of Process Design at JPMorgan Chase &Co
  • VP of Software Engineering at JPMorgan Chase & Co
  • VP of Enterprise Strategy at Mastercard
  • Director of Customer Success at Trustly
  • Assoc. Director of Partnerships & Innovation at Lloyds Bank
  • Manager of Product Strategy & Proposition at Legal & General
  • Manager of Commercial Pricing at Direct Line Group

Thursday, 25th of March, 2021

2:00 PM UKT

Hosted by:

Martie BautistaThe Open Finance Masterclass