Simon Mathews

Chief Strategy Officer
Extractable

Simon leads business strategy, digital engagement, user experience definition, social strategy, and search. He has over 20 years of consultancy experience spanning communications, advertising, and digital agencies working with clients including AIA, ACE Group, AIG, ALICO, Autodesk, Emirates Airlines, Juniper, McAfee, Reebok, Seagate, Southwest Airlines, TD Bank, Ubisoft, ZoneLabs, and WL Gore. Simon has visited 56 countries and counting, and enjoys “board and wind” sports including kiteboarding, snowboarding, and paragliding.

Check out the incredible speaker line-up to see who will be joining Simon.

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Beyond Basics: Making Your Online Experiences Seamless

Thursday, February 12th, 2015

09:30 The Uberization Of Financial Services

We are on the verge of some exciting times in financial services. We all carry around a powerful computer in our pocket, and are ready to manage our finances in exciting new ways. Recently, we have seen a tremendous challenge to the traditional financial services model and battle for the customer interface from fintech providers such as Simple, Moven, PayPal, Venmo and hundreds of others that are unbundling banking.

And, a new crop of ‘robo-advisors’ such as Wealthfront, Betterment and Personal Capital, are following in Uber’s footsteps that. By focusing on exceptional digital-led customer experiences and letting technology/algorithm doing the heavy lifting, these firms are challenging the value of a financial advisor. If we can deliver the disruption that is needed in the core financial industry models, perhaps driving positive outcomes for our financial situation will be as easy as grabbing that Uber uptown?

In this session we’ll take a look at:

• What is the future business model for financial services?

• Can traditional financial service institutions survive the onslaught of these challengers?

• How can financial services use technology to find balance between personalized customer experiences and the value of financial experts?