Finastra Universe - New YorkFinastra Universe - New York

Finastra Universe New York

March 19, 2019                Partner Day March 18, 2019

Now in its fourth year, the Finastra Universe conference is a global executive event series focusing on Fintech, the future of financial services globally and the increasing need for financial institutions to transform their businesses to become more agile, innovative, resilient and customer-focused. Finastra Universe has been specifically built to help banks address the challenges posed by an increasingly dynamic market, offering expert insight into the latest developments in technology and process efficiency. This event draws together global and regional experts to explore the growing impact of technology on the banking sector and the challenges facing banks as they transform into strategically focused, technologically adept and operationally agile organizations.


This year’s theme is Collaborate to Innovate, focusing on the new shape of disruption: how academia, Fintech, software and banks are collaborating as one, to design the future of banking. More than 300 senior professionals from across North and South American financial institutions are expected to join us to learn more about the future of open banking, artificial intelligence, real-time payments, blockchain, banking as a platform, and more.

Why Attend the Finastra Universe?

  • Develop your competitive strategy by exploring the long- and short-term trends shaping the future of technology for the financial industry
  • Gain insight into the latest technologies in global banking and learn how they will impact you, your competition and your customers
  • Explore how to build new internal efficiencies and improve customer experience with sessions dedicated to AI, data, and automation
  • Network with your peers, building new connections with the region’s technological pioneers and leaders
  • We have some surprises up our sleeves for this year’s event, to make it bigger and better than ever before.

A snapshot of 2017

276 Senior Delegates - 22 Press and Analysts - 26 Speakers - 55 Partners

Tuesday, March 19


9:00 AMWelcome to Finastra Universe

Eric Duffaut, President and Global Head of Field Operations, Finastra
Chris Zingo, Senior Vice President, Enterprise Sales, Americas, Finastra
9:30 AMPowering the Financial Universe

Simon Paris, Chief Executive Officer, Finastra
9:50 AMPartner Keynote: Practical AI and Today’s Application in Business

Steve Guggenheimer, Corporate Vice President, AI & ISV Engagement, Microsoft
10:20 AMKeynote Panel: Collaborate to Innovate

- How is Open Banking shaping the industry?
- Can a platform approach foster greater collaboration?
- Examination of real world use cases based on collaborative innovation
Moderator: Martin Haering, Chief Marketing Officer, Finastra Demo
Presenter: Pierre Quemard, Innovation Principal, Finastra
- Kenneth Parker, Managing Director, Financial Services, Microsoft
- Alan McIntyre, Senior Managing Director, Global Banking Industry Leader, Accenture
- Eric Amador, Digital Banking, Business Development, Gemalto
 Corporate BankingPaymentsTreasury & Capital Markets
11:30 AMThe Connected Corporate Bank

- From products, to solutions to services
- The API revolution: remaining relevant through digital transformation
- Which APIs, services and processes should drive strategy?
- Partnership considerations for the platform of the future
- Torsten Pull, SVP, GM Corporate Banking, Finastra
- Jonathan McPhail, Global Solution Lead, Corporate Banking, Finastra
Leading Edge Technologies Accelerating Digital Transformation in Payments

- Cognitive banking to leverage big data
- Innovation with open APIs
- The move to real time
- Sagive Greenspan, SVP, General Manager Payments, Finastra|
- Robert Mancini, Head of Payments, Americas, Finastra
The Future Begins with Capital Markets

- Achieve more with an integrated ecosystem
- Grow with standard processes
- Simplify and accelerate existing processes
- Innovate with open APIs
- Pedro Porfirio, Global Head of Capital Markets, Finastra
- Ludovic Blanquet, Global Product Strategy & Portfolio, Finastra
12:15 PMTrade and Lending Convergence: How Banks Can Adapt and Align their Businesses

- How banks need to change their business models to align these businesses more effectively
- How syndication/securitization can be used across trade and lending
Moderator: Michael Walker, Head of Sales Enablement – Corporate Banking & Payments, Finastra
- Tom Sardo, SVP, Head of Trade & Supply Chain Product, Citizens Bank
- Madhav Goparaju, Senior Expert, Global Transaction Banking Lead, McKinsey & Company
- Jai Dhiran, Principal Consultant, Commercial Banking, Infosys
Reimagining Payments: A Business and Strategic Approach

- User experience: the gold standard
- Digital natives driving change
- Delivering omni-channel payments
- Cloud and platform services: the next frontier
- Dagan Osovlansky, Head of Payments, Product Management, Finastra
- Tom Feher, Industry Director, Financial Services, Microsoft
- Chaitesh Shah, President, Founder, 3iTek
Maximizing Revenue From your FX Value Chain

- eFX and empowering your customers
- Greater customer satisfaction and retention
- Improving integration and profitability in the value chain
- Guillaume Spay, Global Principal, Capital Markets, Finastra
- Brad Bailey, Research Director, Capital Markets, Celent
 Corporate BankingPaymentsTreasury & Capital Markets
2:00 PMAchievable Innovation: Finding Your Inner Fintech

- Practical use cases for how banks are implementing 'achievable innovation' in commercial lending
- Closer look at end-to-end transformation of the lending lifecycle and customer journey
- AI and machine learning in commercial lending – is this achievable?
Moderator: Jason Boyer, Sales Enablement Manager, Complex Lending, Finastra
- Gary Huang, Director, Accenture
- Scottie Venable, Senior Vice President, Commercial Loan Operations Director, Citizens Bank
The Collaboration Model: Why Banks Need to Forge New Partnerships and How

- Fintechs: ushering an exciting future of payments innovation
- Navigating the growing ecosystem
- Key benefits of an FI-sponsored fintech
- Pierre Quemard, Innovation Principal, Finastra
- Timothy O'Donnell, Managing Director, Payments, Accenture
- Chris Chazin, Director, Emerging Payments & Receivables, Citi
Digital Automation in Capital Markets

- Innovations leveraging legacy IT systems: process automation for front-to-back workflows
- How applications are being opened-up with Microservices and APIs
- How AI/Machine Learning (ML) is entering operations and trading/market-making
- Maan Bsat, Director of Solution Consulting, Capital Markets, Finastra
- Dr. Ashok Hegde, Global Head, Domain Consulting Group, Infosys
- Andy Mantzios, VP of Professional Services, Fenergo
2:30 PMHarnessing the Power of Distributed Ledger Technology in Syndicated Lending

- Potential for the Syndicated Loan Market
- Challenges DLT is poised to solve
- The evolution of Fusion LenderComm - a collaborative innovation
Moderator: Ellen Hefferan, Executive Vice President of Operations and Accounting, LSTA
- Carlos Arena, Director, R3
- Charles Clinton, Manager, Accenture
- Grant Jones, Vice President, LenderComm, Finastra
Payments Case Study: the Digital Transformation Journey

- The challenges and opportunities
- Practical insights to change management
- Defining the target operating model
- Best practices to support new payment solutions
- Sarah Billings, Head of Payment Product, Operations and Strategy, Treasury Management, PNC
- Malinda Robey, Global Services, Payments, Finastra
Market Structure, Regulation, Technology – can they be tamed and leveraged?

- Market structure, regulation, and technology are all moving at lightning speed. A look into the future of capital markets and what’s next for trading that's facing inevitable disruptors…
- How are financial institutions adapting and innovating to an evolving market structure, while attempting to minimize disruption to current operations
- What new and/or old technologies are crucial for the survival of financial markets
- Jay Wolstenholme, Senior Principal, Business Strategy, Treasury & Capital Markets, Finastra
- Chris White, Founder & CEO, ViableMkts & BondCliQ
- Spencer Mindlin, Analyst, Capital Markets Technology, Aite Group
3:40 PMFintech Innovation Showcase

Watch Fintechs take to the stage to demonstrate their latest innovations
- Brian Lichtenberger, CEO, 7Park Data
- Brian Ley, CEO and Founder, Alpharank
- Robin Kearon, SVP Channels & Alliances,
- Sanjay Sharma, Founder and Chairman, GreenPoint Global
- Gene Vayngrib, CEO and Co-Founder, Tradle
- David Treat, Manging Director and Global Blockchain Lead, Accenture
- Cecilia Fung, Digital Transformation Advisor, Microsoft
- Martin Haering, Chief Marketing Officer, Finastra
- Craig Schachter, Global head of Fintech ecosystem, Finastra
Host: Mitesh Soni, Senior Director, Innovation and Fintech, Finastra
4:50 PMExecutive Keynote: The Best Investor Is a Social Scientist

Michael Milken
, Chairman, Milken Institute
- Access to capital and the evolution of financial markets
- Finance, technology and demographic trends shaping the future
- Keeping the American Dream alive...around the world


Back to top


Featured Speakers

Michael Milken
Chairman, Milken Institute

Michael Milken has been at the forefront of successful initiatives in medical research, education, public health and access to capital for more than four decades. Fortune magazine called him “The Man Who Changed Medicine” and Forbes listed him among “Visionaries Reimagining Our Children's Future.” In 1982 he formalized his previous philanthropy by co-founding the Milken Family Foundation. The Milken Institute hosts more than 250 events each year, including major conferences in Singapore, Tokyo, London, the Middle East, New York, Los Angeles and Washington, D.C. Milken also chairs FasterCures, which speeds progress against all life-threatening diseases. As a financier, he revolutionized modern capital markets by pricing and rewarding risk more efficiently. The thousands of companies he financed created millions of jobs. A graduate of the University of California, Berkeley, Milken earned his M.B.A. at the Wharton School. He and his wife Lori have been married since 1968 and are members of the Giving Pledge; they have three children and 10 grandchildren. More information is at

Steve Guggenheimer
Corporate Vice President, AI & ISV Engagement, Microsoft

Steve Guggenheimer is a Microsoft Corporate Vice President focused on working with customers and partners on their adoption of Artificial Intelligence while also helping ISVs partner with Microsoft on developing a new generation of Line of Business SaaS offerings based on Microsoft’s Dynamics, Office and Azure cloud platforms. Over his 20+ years at Microsoft, Steve has held leadership roles in key business areas including close to a decade helping to build Microsoft’s hardware and software ecosystem as the head of Developer Evangelism (DPE/DX) and OEM divisions. He has also worked on a variety of product teams including; Windows, IE, MSN, SQL Server, Visual Studio and more, and across several customer and audience segments including the Small Business, Consumer, Developer, and Enterprise Segments. In his free time, he enjoys spending time with his family, watching rugby, playing golf and cheering on his hometown Seattle Seahawks.

Before coming to Microsoft, Steve was at Spectra-Physics Lasers, where he worked directly with customers on custom solutions and helped develop and market new products. Steve Guggenheimer received a bachelor’s degree in applied physics from the University of California, Davis, and a master’s degree in engineering management from Stanford University. He also serves on the board of Muzik and with his wife leads the Guggenheimer Family Foundation.

Event Location

Marriott Marquis New YorkMarriott Marquis New York

Marriott Marquis, Times Square
1535 Broadway
New York, New York


Gold Sponsors

Silver Sponsors

Start-Up Sponsor

Event Sponsor

Become a sponsor

All sponsorships are booked for Finastra Universe New York 2019.

If you are interested in sponsoring and partnering with us on a future event or would like more information on opportunities, contact:

Back to top

Finastra Universe Partner Day

We are delighted to announce the return of our Finastra Universe New York partner event.

Join us on Monday, March 18th 2019 for our dedicated partner event, which promises to be an interactive and inspiring session. You will have the opportunity to engage with our senior leadership team, hear the latest around the strategic direction of our global ecosystem and discuss our regional focus, key GTM activities and innovation and technology updates.

At-a-Glance: Monday, March 18th

12:00 P.M.Partner Welcome Lunch
13:30 P.M.Partner Day Event


Back to top