Celent's 2017 Innovation and Insight Day: SOLD OUT

Boston, Massachusetts
Tuesday, April 04, 2017

(times subject to change)

9:00 a.m.

10:00 a.m.
Welcome and Opening Comments

Craig Weber, CEO, Celent

10:30 a.m.
Morning Keynote Session
It Takes a Revolution to Make a Solution (Bob Marley)

Andy Rear, Chief Executive, Digital Partners, MunichRe

Traditional financial services business models are under pressure, as consumers have discovered the delights of the digital experience. Expectations for convenience, transparency, and creative problem solving are ratcheting ever higher. As a result, power may shift away from trusted financial brands, and toward other players in the ecosystem who take a more consumer-centric view. There are already signs that a fintech mashup of banks, insurers, investors, and tech entrepreneurs is emerging, with the collective goal of redefining how financial products are sold, delivered, and serviced.  

To explore these issues, we’re delighted to welcome Andrew Rear, Chief Executive from Digital Partners as our keynote presenter. Based on his extensive, real-world experience as a financial services change agent, Andy will address the industry’s dynamics from an investor’s perspective, examining issues such as:

  • The true threat level posed by disruptive providers.
  • Learnings from first generation investments in the expanded financial services ecosystem.
  • Dynamic technology strategies which can simultaneously enable operational improvements and transformation.

11:15 a.m.
Networking Break

11:45 a.m.
Model Bank and Model Insurer Awards

Your chance to get up close and personal with the individuals and firms that are transforming the banking and insurance industries. Hear firsthand accounts of organizations that are finding ways to turn the theoretical into the practical by implementing successful innovations.

These highly interactive sessions will offer a variety of perspectives from firms that have not only found success with their initiatives but also found ways to take advantage of new models of innovation within their organizations.



  Insurance Break-out Session
    Banking Break-out Session

11:45 a.m.
  The Future of Insurance Solution Architecture
Craig Beattie, Senior Analyst, Insurance, Celent
10 Years of Model Bank
This year marks the 10th anniversary of the Model Bank report. Celent will take a look at how the awards have followed trends in banking over the years.

  Legacy Modernization, Model Insurer Award
Nicolas Michellod, Senior Analyst, Celent
Fact--most insurers' portfolios contain legacy systems. The ongoing challenge insurers face is how do they prevent these systems from impeding their future growth? Hear how this year's Model Insurers have found ways to rise to the challenge and how you can take advantage of their experience to do the same at your firm.
    Innovating Consumer Banking
Stephen Greer will explore the trends in customer experience, using our Model Bank award winners as examples of truly innovative customer journeys for Consumer Digital Platform, Consumer Banking Channel Innovations, Emerging Technology for Consumers, Product Innovation.
 Operation Excellent Model Insurer Award
Colleen Risk, Senior Analyst, Celent
Are you the best? How do you compare? As customers demand better service, and service grows as a differentiator, how should your company react? We heard how this year's Model Insurers successfully traversed the terrain and safely arrived at their destination.
 Importance of Physical Assets
Bob Meara will talk about branch transformation and trends in physical assets, awarding model banks in Brand Transformation and Employee Productivity.

  Insurance Innovation: The State of Play
Mike Fitzgerald, Senior Analyst, Insurance, Celent
Improving innovation capability is an investment focus for many insurers. Survey results and case studies reveal the current state of the industry regarding these efforts--progress, challenges, and projections for 2017.
    Operations and Risk
Joan McGowan will lead a discussion on risk, integrating trends in the space with the award winners for Fraud Mgmt and Cybersecurity, Risk Management, and Process Automation.
Innovation Model Insurer Award
Mike Fitzgerald, Senior Analyst, Insurance, Celent
This theme recognizes projects such as the expansion into previously untapped markets due to technology; the use of technologies not previously used in the insurance industry; or the development of an innovation culture within an IT organization.
Gareth Lodge will discuss trends in payments, tying in the stories of award winners for Payments Product, Payments Replatforming, and Banking as a Platform.
1:15 p.m.
   Networking Lunch

Sponsored by L&T Infotech
     Networking Lunch

Sponsored by L&T Infotech
2:00 p.m.
  Digital and Omnichannel Model Insurer Award
Donald Light, Director, Property/Casualty, Celent
We know that digitization will have a big impact on the insurance industry and will revolutionize the way business is conducted. Learn how this year's Model Insurers have risen to the challenge and take advantage of the opportunities digitization presents.
    SME and Corporate Digital Platforms
Join Susan Feinberg for a presentation on the latest in corporate banking innovation.  This will feature awards for Small Business Digital Platform, Corporate Banking Digital Platform, Emerging Technology for Businesses
What Agents Want
Tom Scales, Director, Life/Health, Celent
This presentation focuses on agents. What is working, what isn't working, and where they think Insuraners should invest. We cover P&C, Life, and Helath agents, based on surveys.
 Innovating SME and Corporate Banking
Join Patty Hines as she explores innovation within commercial and small business banking.  This will include winners from Lending, Open Banking, Most Promising Proof-of-Concept

  Analytics Model Insurer Award
Craig Beattie, Senior Analyst, Insurance, Celent
While return on investment remains difficult to quantify and elusive, data mastery and analytics are one of the hottest topics in the insurance industry today. The challenge is how do you decide, amongst an embarrassment of riches, where to place your bets? Learn where our Model Insurers have places theirs and whether the gamble paid off.
    Banking Platform Transformation
Jim O'Neill will discuss legacy transformation trends, along with the awards for Core Banking Transformation and Banking in the Cloud.
3:00 p.m.
  Model Insurer of the Year
Jamie Macgregor

Who will be wearing the crown this year? Join us and find out!
    Model Bank of the Year
Dan Latimore

Who will walk away with this year's top honor? All will be revealed!

3:30 p.m.
Networking Break

4:00 p.m. - 5:00 p.m.
Join us for the last sessions of the day where Celent analysts will debate some of the more provocative issues in financial services. Do they agree or are their views of the future wildly different? See what they think and be sure to chime in--we will be opening up the floor to audience perspectives!

4:00 p.m.

The Internet of Things (IoT)
Moderator: Mike Fitzgerald, Senior Analyst, Insurance, Celent
Donald Light, Research Director, Insurance, Celent
Zilvinas Bareisis, Senior Analyst, Banking, Celent

Debate statement: Insurance is the only financial services vertical whose professionals should care about IoT Technology

4:20 p.m.
Artificial Intelligence (AI)

Moderator: Mike Fitzgerald, Senior Analyst, Insurance, Celent
Craig Beattie, Senior Analyst, Insurance, Celent
Kelley Byrnes, Analyst, Securities & Investments, WM, Celent

Debate Statement: AI offers a better customer experience than a human

4:40 p.m.
Moderator: Mike Fitzgerald, Senior Analyst, Insurance, Celent
John Dwyer, Senior Analyst, Securities & Investments, Celent
Patricia Hines, Senior Analyst, Banking, Celent

Debate statement: Blockchain will have a bigger impact upon capital markets than banking

5:00 p.m.
Closing Remarks

Craig Weber, CEO, Celent

5:15 p.m.
Cocktails and Networking


Contact Information

  • Phone: +1.617.262.3120

    For information on area hotels click here

Payment Instructions

  • Celent clients and the media can attend at no charge. Non-clients can attend for a registration fee of US$795. Non-sponsoring vendor firms are limited to two representatives. Registration will open for Celent Clients on December 1, 2016. Registration will open for the general public on December 15, 2016.

    Sampling of Registered Firms from Previous Years



    Banco Original

    Bank of America

    Capital One

    Che Banca!

    Citizens Bank


    Coast Capital Savings Credit Union

    Community Choice Credit Union

    Credit Suisse



    First Republic Bank

    Grupo Nacional Provincial

    Hanover Insurance

    The Hartford

    Homesite Insurance Group


    IndusInd Bank


    John Hancock

    Kemper Services Group

    Liberty Mutual Insurance

    Lincoln Financial Group




    Radius Bank

    RBC Royal Bank

    Republic Indemnity Company of America

    Safety Insurance


    Savings Bank Life Insurance of Massachusetts


    Sun Life Financial

    TD Bank


    Webster Bank

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