Finastra Universe - New YorkFinastra Universe - New York

Finastra Universe New York

March 4, 2020

In the era of Fintech and digital disruption, where technology has increasingly brought convenience to consumers, the banking sector is in an arena where it either competes or collaborates with new players to bring more value. Financial institutions that are investing in real-time technology will prioritize a one-of-a-kind experience.

Financial institutions that have a clear digital and innovation strategy will distinguish themselves from the rest.

Now in its fifth year, the Finastra Universe conference is a global executive event series focusing on Fintech and the future of financial services. This event draws together global and regional experts to explore the growing impact of technology on the banking sector and the challenges facing financial institutions as they accelerate their transformation into strategically-focused, technologically-adept and operationally-agile organizations.


Finastra Universe New York 2019 Highlights

Why Attend Finastra Universe?

  • Develop your competitive strategy by exploring the short and long-term trends shaping the future of technology in the financial industry
  • Gain insights into the latest technologies in regional and global banking, and learn how they will impact you, your competition, and your customers or members
  • Explore how to build new internal efficiencies and improve the customer or member experience, with sessions dedicated to AI, robotics, and automation among others
  • Network with your peers, building new connections with the region’s technological pioneers and leaders

A snapshot of Finastra Universe New York 2019

362 attendees - 84 partners - 21 journalists and analysts

Register now


At-a-Glance: Wednesday, March 4, 2020

8:00 - 9:30 am Registration and Networking
9:30 - 9:50 Welcome to the 5th Finastra Universe
Chris Zingo, SVP and GM of Large Enterprise Business, Americas, Finastra
9:50 - 10:15The Future of Finance is Open
Customer experience at the heart of digital transformation
- Enabling innovation through an open platform
- The open paradigm: Connected ecosystems, data, experiences and markets
Simon Paris, CEO, Finastra
10:15 - 10:45 Platform Reality: Transforming with Agility and Speed
- The forces of change in financial services
- An ecosystem for collaboration
- New opportunities with open platforms
Eli Rosner, Chief Product & Technology Officer, Finastra
Joel Winteregg, CEO, Netguardians
10:45 - 11:15 Coffee-break, Networking
11:15 - 11:45Platformification: Making the transition to next wave banking
- Responding to the new environment
- Remixing the potion: from products to customers
- The opportunities of platform-first banking
Eli Rosner, Chief Product & Technology Officer, Finastra
Sang Lee, Co-founder and Managing Partner, Aite Group
Kim Prado, Global Head of Client Insight, Banking and Digital Channels Technology, RBC Capital Markets
Eyal Sivan, Open Banking Architecture Consultant, Mr. Open Banking
11:45 - 12:05Innovate @ Speed - the Next Steps
- Creating the future together
- The value of partnering
- Fireside Chat
Chris Zingo, SVP and GM of Large Enterprise Business, Americas, Finastra
Alan McIntrye, Senior Managing Director, Banking, Accenture
12:05 - 1:30 pmLunch
 Open Forum Sessions
1:30 - 2:10Mobilizing for Lending after LIBOR - When, What, How
- Accelerating the transition to alternative rates – When will this occur?
- Defining new standards – What can we expect?
- Determining the path forward and the new normal – How can technology help?
Meredith Coffey, EVP of Research & Public Policy, LSTA
Christine Scaffidi, Senior Principal Product Manager, Finastra
Jon Barber, Vice President, Wholesale Loan Services, Wells Fargo
Heather Bronson, LIBOR Transition Lead for Credit Operations, Bank of America
Payments: Harnessing the Power of
- Extend your core innovations using our open development platform
- Preview of API roadmap and app building functionality
- Interactive Q&A session
Robert Mancini, Americas Payments Solution Lead, Finastra
Pierre Quemard, Innovation Principal, Finastra
Joel Winteregg, CEO, NetGuardians
Design Thinking: Accelerating Innovation through Human-Centered Design
- Attend this interactive workshop to discover new ways to approach and own sustainable innovation in your organization by leveraging Finastra's Design Services
Chris Dorrow, Global Director, Design & Customer Innovation, Finastra
Chris Donnelly, Senior Sales Executive, Digital Banking, Finastra
2:20 - 3:00Changing Trends and Innovation in Treasury and Capital Markets
- Discussion on market changes and areas of innovation
- Smart Funds Transfer Pricing (FTP) & balance sheet optimization: Extending your core innovations using, our open development platform
Pedro Porfirio, Global Head, Treasury & Capital Markets, Finastra
Arnaud Picut, Head of Global Risk Practice, Finastra
Payments in the Cloud
- Introduction around and the benefits of platformification
- Discussion on how FGPP fits into this framework and how our deployment plan is targeted at becoming 'cloud native in 2020'
- Discussion on the types of cloud models (SAAS, Managed Hosted, Customer managed)
Mihail Duta, VP Payments, Finastra
Tom Feher, Banking Director, Microsoft
Dagan Osovlansky, Product Manager Payments, Finastra
Corporate Banking: Harnessing the Power of
- Extend your core innovations using our open development platform
- Preview of API roadmap and app building functionality
- Interactive Q&A session
Pierre Quemard, Innovation Principal, Finastra
Chris Papathanassi, Solution Lead Lending, Finastra
3:00 - 3:30Coffee-break, Networking
3:30 - 4:10Transitioning to Managed Services for Capital Markets, Lending and Global Payments
- A guide to cloud and managed services with Finastra
- The trends and increasing importance of cloud
- Finastra solution to take on the burden of banks hosting and application management needs
Madhu Kayla, Global Head – Fusion Managed Services Sales, Finastra
Syndicated Lending -Collaboration for Change
- Industry is ripe for change especially in an increasingly digital world
- Reduction of Operational Risk within the Market to ensure growth
- Digitize to increase Liquidity with increased speed of settlement
Helen Orton, Senior Principal Product Manager, Finastra
Ellen Hefferan, Executive Vice President of Operations and Accounting, LSTA
Don Conte, Managing Director, JP Morgan
Robert Marinaro, Managing Director, Product Management, Allvue Systems
Digital Transformation Across Payments
- How data is providing the insights needed, as the industry transitions to a real time environment.
- With service orientated propositions becoming key differentiators. How is a platform approach and APIs allowing this transition for payments?
- Innovation is being seen to come from the outside in. Banks focus on financial services, and leverage the agile value propositions built by collaborating with fintechs
Robert Mancini, Americas Payments Solution Lead, Finastra
Serena Smith, Head of Global Treasury Management & Payment Strategy, Texas Capital Bank
Chris Lane, SVP, Silvergate
Timothy O'Donnell, Managing Director, Accenture
4:20 - 5:00From LIBOR to SOFR – Are derivatives onboard the train or off the rails?
- Get up-to-date on the current outstanding LIBOR to SOFR transition issues, focusing on the derivative side of the equation while also supporting the loan book
- Exploring questions like: Will hedges break, is there a P&L impact, with resets, billings, booking new trades? Discussion on forming transition scenarios and how to be ready for them
- The temperature of how the industry is progressing
Pedro Porfirio, Global Head, Treasury & Capital Markets, Finastra (Moderator)
Christophe de la Bastide, Senior Director, Product Management, Finastra
Dr Sanjay Sharma, CEO, GreenPoint Global
Rei Shinozuka, Director of Capital Markets Research, Federal Home Loan Bank of New York
Digital leadership - Discover the Latest Advances in Cloud, Data Analytics, Artificial Intelligence and Machine Learning
- The technology trends driving digital transformation in FS in North America
- Accelerate your digital leadership with Cloud
- Empower intelligent banking with Data/ AI and ML
Tom Nierlich, Strategic Ecosystem Development Lead, Finastra
Charlie Tweet, CIO, Bank of North Dakota
Tom Feher, Director, Banking Microsoft
Fusion Assure - Leveraging our Partner Ecosystem to Support Customer Project Success
- What has changed in our engagement with partners to ensure our customers benefit and their transformation projects are a success
- How customers would like the supplier community to come together to better serve them
- How changed approach relates to the future of finance is open
Peter Till, VP, Global Services America, Finastra
Rafael Sainz, Co-founder and Chief Executive, TCM Partners
5:10 - 5:50Hack to the Future: Live Finale
- Finastra's global hackathon held in November – December 2019, saw over 1,000 developers and data scientists in 38 countries around the world hacking with Finastra's platform and APIs for Corporate Banking, Consumer Banking, Payments and Capital Markets.
- Four category winners of Finastra's 'Hack to the Future' hackathon will battle it out on stage for an audience live vote.
- Who wins? The audience will decide!
Nicola Young, Global Platform Marketing Lead, Finastra
Shuki Licht, Chief Innovation Officer, Finastra
Tom Feher, Director, Banking, Microsoft
Vineeta Kumar, Assoc. Vice President, Financial Services, Infosys
Lisa Fiondella, Chief Data Officer, Finastra
Orestis Roussos, Dev Engineer, ING
Clyde Palattao, BSc IT Student, WonderTech
Sundar Jayaraman, AI Technical Architech, Accenture
Marc-Henri Renno, Founder, Stratl
5:50 - 6:00Closing Remarks
Simon Paris, CEO, Finastra
6:00 - 7:30Networking Cocktail Reception



Become a sponsor

Link with over 350 Senior Decision Makers

Finastra welcomes its strategic partners to benefit from this high-profile platform by unveiling your solutions and expertise and gives you the opportunity to showcase your solutions to decision makers from financial institutions across the Americas.

Here’s how we can help you as our strategic partner:

  • Align your brand with ours by highlighting your expertise through tailored, thought-leadership experiences
  • Secure face-to-face time with new and existing prospects through branded event presence and extensive networking
  • Network and develop new business connections with hard-to-reach decision makers and business leaders from the banking sector

For a look at the available sponsorships download the opportunities brochure here. For more information about becoming a sponsor please contact

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Fundraiser in support of International Women's Day

Girls Who CodeGirls Who Code

Join Finastra as we raise money for Girls Who Code

Girls Who Code is on a mission to close the gender gap in technology and to change the image of what a programmer looks like and does. Through their clubs, programs and books they are building the largest pipeline of future female engineers in the United States.

To learn more about Girls Who Code, please click here

Finastra will match all donations contributed to this campaign

Event Location

Marriott Marquis New YorkMarriott Marquis New York

Marriott Marquis, Times Square

1535 Broadway
New York, New York

Book hotel room

Discounted rate of $279 for March 3-4, 2020, is available until February 18, 2020.