Brett King

Often referred to as The Disruptor, Brett King is known in financial circles as a Bank Futurist. Recently named Innovator of the Year’ by American Banker Bank TechnologyNews Magazine, Brett’s radical and revolutionary views pertaining to customer experience and financial services have made him a sought after expert and strategic advisor to many of the world’s leading financial services organizations.

An Australian, who has also lived in the Middle East and Hong Kong, King, now resides in New York where he runs a strategic advisory firm, User strategy. His latest endeavor, likely his most ambitious yet, is Moven – the world’s first card-less, direct mobile bank.

When not traipsing the globe, infecting the continents with his progressive banking movement, Brett can be found turning out best sellers; Gone Today Branch Tomorrow, Bank 2.0, and his latest – Bank 3.0. King’s insightful and thought provoking contributions can also be found in The Huffington Post, The Financial Times, The Economist, American Banker, The Wall Street Journal, Bloomberg TV, and Seeking Alpha.

BRETT KING – KEYNOTES

Based on his bestselling book BANK 2.0 and “Branch Today, Gone Tomorrow”, Brett King’s presentations entertain and educate audiences on how consumer behavior and technology are changing the way we do banking and how significant changes in the future will change your view of customer interactions forever. “As customers embrace the blackberry, iPhone, and new devices like the iPad, banks are marginalized as a transaction platform and telcos, aggregators and players like PayPal are capturing customers.” Brett King, BANK 2.0 Author on Bloomberg TV affiliate SBC (Greece)

The Big Shift: How Customer Behavior & Technology will Change the Future of Retail Financial Service

Ten years ago, no one could have predicted that 90 per cent of daily transactions would be electronic, that Internet banking would provide more revenue than branches, that social media would drive your brand, and that growth in mobile banking would be the final nail in the coffin for the dominance of branch banking.

Brett King reveals in this charged keynote why customer behavior is so rapidly changing, including the four phases of disruptive change, how branches must evolve, why checks are rapidly disappearing and cash is next, why your mobile phone will replace your wallet in the next 2-3 years, and how financial institutions must reinvent themselves or become irrelevant.

Brett King has appeared on Bloomberg TV, CNBC, been featured in the Financial Times, Washington Post, and has spoken at events for Google, Oracle, plus some of the world’s biggest banks and corporations – explaining “The Big Shift.”

The Future of Retail Financial Services

Brett King looks at the latest trends that are redefining financial services and payments. From the global scramble for dominance of the mobile wallet, the expectations created by Tablet computing, the operationalizing of the Cloud and the explosion of Social Media.

In this session he identifies how Social Media has exposed pricing, over-regulation, outdated processes, poor policy and explains how mobile technology is completely changing the context of banking. He also dives into how customer advocacy is killing traditional brand marketing, the growth of the ‘de-banked’ consumer who doesn’t need a bank at all, and why Banking is no longer a place you go, but something you do.

The Battle for the Bank Account: And Why the Banks Will Probably Lose…

In this new topic for 2012, Brett explores the end-game in the emergence of the mobile wallet and what it means for the humble bank account. With more than 60% of the world’s population without a bank account, with the ubiquitous nature of mobile phone handsets and the increasingly pervasive pre-paid ‘value store’, will you need a bank at all in the future?

When you can get your salary paid directly onto your phone, when your iTunes account doubles as a prepaid debit card and when you can use Facebook to send money – will banks still be able to compete

Advocacy, Behavior, Context – The New Rules of Engagement

In this session designed for marketers and digital channel professionals, Brett King explores how social media, mobile marketing, daily deals, geo-location, advocacy, gamification and behavioral psychology are working to change the rules of engagement for financial service brands.

This shift has far reaching implications for the organization, including rebuilding the marketing team, defining new metrics, delivering true 1:1 propositions and creating an open brand dialog.

Moven™ and the Reboot of Banking

Moven™ is a revolutionary new bank that will launch in 2012. This is the story of how Moven™ will revolutionize retail banking on multiple fronts. Brett King tells the story of why Moven™ decided on a card-less, paper-less, transparent model of banking and how the CREDSCORE™ engagement model is going to change the way we think about engagement, value and lending in the banking arena. If Moven™ achieves what it is aiming for, it will change the way people think about banking forever.

Based on his best selling book BANK 2.0, Brett King’s presentations entertain and educate audiences on how consumer behavior and technology are changing the way we do banking and how significant changes in the future will change your view of customer interactions forever. “As customers embrace the blackberry, iPhone, and new devices like the iPad, banks are marginalized as a transaction platform and telcos, aggregators and players like PayPal are capturing customers.” Brett King.

Full Biography

Brett King a strategic advisor to the global financial services industry,

Brett King on third generation banking – he is on the ground floor of creating it.

Founder and Chairman of Movenbank, the first direct mobile bank in the US and UK, he has been featured on BBC, CNBC, Bloomberg TV, The Wall Street Journal, Financial Times, The Economist and The Asian Banker Journal.

Recognized as a global expert on innovation, customer experience, channel distribution strategy and understanding the fundamental shifts in consumer behavior, he publishes regularly in his role as industry advisor on Huffington Post, Internet Evolution, FinExtra.

King is a Board Advisor at Geezeo, a leading software services provider for banks and credit unions. He advises IAFM, the International Academy of Financial Management™ (previously known as the American Academy of Financial Management).

One of the founders of IAFM, one of the world’s fastest growing professional associations with more than

200,000 members, associates and affiliates in 145 countries,King was instrumental in the development of the worldwide certification training provided by IAFM. He led the Asia division for Modem Media/Digitas (part of the Publicis group) managing revenues in excess of $10m per year and a 100 to 150 staff persons.

King was a Director for Deloitte Consulting with service line responsibilities in the technology integration arena across the Asia region, particularly within the financial services practice.

King advises top financial institutions globally and has presented at conferences in more than 30 countries for organizations like Google, Forbes, Oracle, The Economist, SWIFT, the American Bankers Association, Bloomberg, The Asian Banker, IIR, Marcus Evans, DTT Fast 500 and HSBC.

An international judge for The Asian Banker Retail Banking Excellence Awards, the GSMA Global Mobile

Awards, the Middle East Business Achievement Awards and the Middle-East Retail Banking Awards.

Specialties

  • The Future of Banking
  • Banking and Finance Sector
  • Executive and Professional Development
  • Channel Optimization and Prioritization

HCI, Usability The Big Shift in the Fundamentals of Consumer Behavior

Most of our business models are based on physical interactions, processes that occur face-to-face and value based on presence. What happens when the fundamentals of consumer behavior shift?

If you don’t yet understand “The Big Shift” then it is likely you and those around you still perceive changes like the arrival of the internet, Smartphone’s, mobile payments, Social Media and networking as the progression of technology adoption. But what if there was much more to these changes? What if they formed the basis of something fundamental and when seen collectively they foretold much bigger and more significant changes in the future?

Whether it is a brand, the value assets or the potential of a future investment, chances are consumers are already communicating their opinions using social media platforms.

Tools that have arisen from ‘The Big Shift’ include the process of ‘sentiment analysis’ which will allow investors to forecast the attitude of consumers with regards to specific issues based on what the public are communicating. This in turn, creates an opportunity to access knowledge that is already available in forecasting the success or risk of an investor’s current or future portfolio in ‘real time’.

Learning to surf ‘The Big Shift’, provides investors with an opportunity to reconnect the marketplace, removing intermediaries streamlining blockages in communications which in turn impede marketplace competiveness.

By using simple social media tools, the property industry can not only capture and search the expertise available within the network, but also create relationships encouraging peer to peer lending and private investors.

Brett King has appeared on Bloomberg TV, CNBC, been featured in the Financial Times, Washington Post, and has spoken at events for Google, Oracle, and some of the world’s biggest banks and corporations – explaining “The Big Shift.”

Alan Parisse

From garbage collector to Wall Street executive, Alan Parisse’s diverse background enables him to present amazing keynotes on leadership, sales, and cycles of change to executives, marketing and sales teams throughout the world. Named one of the “Top 21 Speakers of the 21st Century” by Successful Meetings Magazine, Alan’s mission is to help individuals and organizations ranging from healthcare, to financial services and real estate, create and follow a blueprint for success. He works with numerous organizations, many in transition, to help them re-position their thinking, let go of the past, formulate a vision and take action while confronting their successes, challenges and opportunities.

Alan’s audiences benefit from his sound business judgment, hard won expertise and practical solutions for dealing with reversals and taking full advantage of booms. He is an expert in change, leadership, selling and sustaining success.

Program Topics

This Is Your Time
This is your time, not despite the considerable challenges and changes we are facing, but because of them. This is the time to Shift Into High Gear, optimize your business and position your organization for growing success. This “tough times” talk provides the perspective needed to Thrive In Turbulent Times.

Leadership in Turbulent Times
The traditional sources of power have all either disappeared or diminished. Today’s leaders must re-evaluate their style and master new sources of influence. Lasting success will come to those leaders who inspire new ways of thinking, being and acting.

The Doctor of Sales
Medical doctors are such great salespeople, that even they don’t know they are selling, but they are. Doctors tell us what to do and we are highly likely to do it. Why? Because doctors follow the 7 Rules of Selling. They start by Establishing Their Credibility and end by Taking a Chance and telling us what to do. They know that an expert who doesn’t get us to change our behavior hasn’t done anything. As one doctor put it, ‘nothing happens until the patient swallows the pill.’

In this program, Alan redefines selling in a way that turns the manipulative methods of old into a client-focused mission. Then he provides a roadmap of for advisors to sell and serve their clients and prospects.

Secrets of Successful Presentations
What you say is important, but how you say it often carries the day. This series of programs is designed to combat sameness, encourage authenticity, and expand the options presenters have to achieve their objectives. Formats ranges from a keynote speech to The Speaking Intensive (Two full days for up to 10 people).

Presentations for Financial Advisors

Questions Great Financial Advisors Ask
It is the questions you ask, more than the presentations you make that leads to success for clients and advisors alike. Based on the widely selling book of the same title, this presentation covers attributes of great advisors as well as the questions they ask.

A Lifetime of Saturdays
A successful retirement takes more than money. It takes understanding the human issues that arise and planning for them. Financial Advisors can serve current clients and attract new ones by expanding their client conversation to include more than money. This program will show advisors both the issues and the opportunity.

Complete Biography

Rising from garbage collector to Wall Street executive, Alan Parisse uses his diverse life experience to deliver relevant messages on leadership, sales, and cycles of change to executives, managers, marketing and sales teams throughout the world. Alan’s audiences benefit from his sound business judgment, hard won expertise and practical solutions for dealing with reversals and taking full advantage of booms. He is an expert in change, leadership, selling and sustaining success.

Combining insight and wit to penetrate the complexities of today’s marketplace, Alan has been a guest lecturer at the Stanford Business School, UC Berkeley Graduate School of Business, UCLA Graduate School of Management and the University of Pennsylvania Wharton School of Business.

The first and only speaker to come out of the investment business to be inducted into the National Speakers Association’s Hall of Fame, his expertise, consistency, and client-centric focus led Successful Meetings Magazine to name Alan “One of the Top 21 Speakers for the 21st Century”. An accomplished author, Parisse’s ideas have been quoted in numerous business publications, including: The Wall Street Journal, Business Week and Barron’s.

Alan has written and co-authored numerous books and audio programs including: This Is Your Time, Taking Charge: Lessons in Leadership, The Great Salesperson, Questions Great Advisors Ask, 101 Best Marketing Ideas and The Real Estate Investment Pocket Guide.

Parisse’s articles have appeared in numerous publications, including Executive Excellence, Advisor Today, Medical Product Sales, Life Insurance Selling, Financial Planning Magazine, Pharmaceutical Representative, The Stanger Investment Advisor, The Real Estate Review and The Bank Investment Representative.

Now a lifetime away from his garbage collection days, Alan works with the very best in financial services, healthcare, real estate, technology and more. Alan Parisse is the proven master, making lasting contributions to companies and industries undergoing major transitions throughout the world.

Alan Parisse also works closely with financial professionals enhance their client service and grow their practices by making timely and pertinent information accessible and actionable.

One of the Top 21 Speakers for the 21st Century, Alan is the first person from the investment business inducted into the Speakers Hall of Fame.

A seasoned financial service professional, Alan served as a senior executive for Oppenheimer and other national investment firms. In those roles, he was responsible for developing and marketing major investment strategies.

Some of Alan’s speaking clients include financial firms in North America, Europe and Asia. In addition, he works regularly with clients in high tech, health care, retail and government. This wide-ranging experience allows Alan to consistently offer new and unique perspectives to financial professionals.

A graduate of SUNY Buffalo (B.S.) and the University of Arizona (MBA), he is a member of Beta Gamma Sigma Honorary Business Fraternity.

Alan lives with his wife Lisa in Colorado.

Matt Oechsli

Matt Oechshi

Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty Read more

William Shipman

William Shipman

Perhaps the most trusted voice on Social Security and retirement finance reform, both in the United States and around the world, William Shipman enlightens audiences on a potential crisis of international proportions that has, up until recently, gone largely unnoticed. The rapid increase of the elderly population, combined with support systems that are unprepared to handle this unprecedented shift, have put our living standards, international strategic relationships and our very way of life in jeopardy. Shipman addresses real world, positive solutions and the tremendous opportunities that are possible with thoughtful reform. Read more

Norman Ornstein

Norman Ornstein

A highly respected and trusted political analyst, Norman Ornstein delivers an in-depth commentary about the American political system and its various processes. An observer of U.S. politics for over 30 years, Ornstein delivers spot-on analyses of the Washington political scene. Through a combination of scholarship, hard journalism and practical down-to-earth understanding of human nature, he not only comments on the political process but gets right down in the thick of it. Deemed the “nation’s hottest pundit” by Columbia Journalism Review and an “icon of the press” Read more

James Glassman

James Glassman

A former CNN talk show moderator, syndicated financial columnist, and State Department official, James K. Glassman has made a career out of taking hard to understand, complex issues and distilling them into plain, clear language. He is widely recognized as an expert on the economy, finance, technology and international affairs, and is the founding executive director of the George W. Bush Institute, an action-oriented think tank that is part of the George W. Bush Presidential Center. He also currently hosts Ideas in Action, a weekly public affairs program broadcast on PBS stations across the country from our nation’s capitol. Glassman wrote the first investing column for Reader’s Digest in the 1970s and went on to write columns for the Washington Post, Kiplinger’s Personal Finance, and Forbes.com. He’s written three books on investing, Dow 36,000, with co-author Kevin Hassett; The Secret Code of the Superior Investor, and most recently, Safety Net: The Strategy for De-Risking Your Investments in a Time of Turbulence. Glassman is a former Senior Fellow for the American Enterprise Institute, where his work focused on economics, business and understanding the intersection between policy, finance and technology. He most recently served as the Under Secretary of State for Public Diplomacy and Public Affairs, where he brought new Internet technology to bear on outreach to foreign republics, and Chairman of the Broadcasting Board of Governors, where he directed all non-military, taxpayer-funded U.S. international broadcasting, including Voice of America, Radio Free Europe, and Alhurra TV. Read more

David Leinweber

David Leinweber

David Leinweber, author of “Nerds on Wall Street: Math, Machines and Wired Markets“, was recently named one of the Top Ten Innovators of the Decade by Advanced Trading magazine. As founder of two financial technology firms, and as manager of multi-billon dollar quantitative equity portfolios, he brings a practical approach to innovation. He is now principal of Leinweber & Co., and in a public service role, co-founder of the Center for Innovative Financial Technology at Lawrence Berkeley Lab. Read more

Gene Stanaland

Gene Stanaland

Dr. Gene Stanaland has been called the “Will Rogers of Economics.” He has the uncanny ability to take complex subjects and make them understandable and entertaining. Through his wit and style he makes the “dreary science” exciting, leaving audiences laughing and informed. Possessing a unique ability to analyze current economic conditions and relate their impact on individuals and businesses in an understandable and entertaining way, Stanaland leaves audiences entertained but also educated about the economic realities of the day. Read more

Jack Perkowski

Jack Perkowski

In the early 1990s, Wall Street veteran Jack Perkowski saw opportunity and relocated to China and, in 1994, he founded what is now one of China’s most-respected companies, ASIMCO Technologies. In January, 2009 he left ASIMCO to establish JFP Holdings, a merchant banking firm focused on helping companies gain access to the China market. His perspective on doing business in China is unmatched and he shares with audiences what awaits Western businesses wishing to take advantage of the booming Chinese market. In his presentations, he shares colorful and amusing anecdotes on conducting business in China and he answers the tough questions: Is China stable enough for Western businesses? What does the future hold for the Asian markets in general? Perkowski is also the author of Managing the Dragon: How I’m Building a Billion Dollar Business in China (2008). A transplanted Westerner, Jack Perkowski’s first-person look at the realities of doing business at the frontier of the global economy is unmatched as he provides insight into how other economies affect China and the implications of China’s rise, what to anticipate – and what to look out for. Read more

Robert Genetski

Robert Genetski

Robert Genetski’s contributions in the world of economics and finance range from serving as Chief Economist for a major Midwest bank to teaching at New York University (NYU) and the prestigious University of Chicago’s Graduate School of Business. He has also managed to be crowned a top-five speaker in the field of Economics and Finance, and is renowned for the simplicity with which he explains critical elements and classical principles of economics. After receiving his Ph.D in economics from NYU, Genetski worked in the banking industry and subsequently founded of his own economic and financial consulting service. Read more