Fintech Panel | A Discussion on Innovation in Banking

Thursday, May 04th @ 6:30 PM

Thursday, May 04, 2017

6:30 PM - 8:30 PM

BrainStation Toronto

460 King Street West Enter through the glass doors on Spadina


$45 CAD

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Event details

It’s a well known fact that today’s digital landscape is forcing traditional businesses to pivot in order to stay relevant and integrate into the everyday habits of both individuals and businesses.


This is particularly evident in banking, where we are seeing a shift in the way that we interact with currency, from saving to borrowing to investing. Consequently, more and more fintech startups are emerging to fill consumer needs, which is changing the financial industry and encouraging traditional banks to innovate.


Join expert panelists to discuss the rise of fintech, the integration of new and innovative technologies within financial services, and the future of digital finance.



Topics of Discussion


  • Overview of our experts' background and career path
  • The story behind each brand 
  • The evolution of fintech 
  • How is fintech applied at the bank? (buy vs. build)
  • Talent, who are they looking for, what is hard to find, and what are the skill-sets they look for
  • Culture - how is technology changing the culture at the bank
  • Mobile - why do we still need a physical card
  • Branches - do we still need them? Why? 
  • Will branches exist in 2025?
  • How can banks be agile? 
  • How does business work with Tech? How do you budget and make decisions in an agile development environment?
  • The future of fintech
  • We'll be closing with a Q&A, giving you the opportunity to ask your most burning fintech questions 


What You’ll Get


    • An intimate discussion with leaders in the tech and financial industry

    • A BrainStation notebook and pen for note-taking purposes

    • Snacks and refreshments


 Can't make it? We'll be hosting this again on Thursday, October 5th, 2017. You can reserve your ticket here


*Event is non-refundable and non-transferable.


Dan Dickinson is Chief Digital Officer at Equitable Bank in Toronto, Canada’s ninth-largest independent bank. He is responsible for all technology strategy, delivery, and operations for Equitable, and also leads EQ Bank, Equitable’s digital-only bank. Dan joined Equitable in 2013 as VP Digital Banking and launched EQ Bank in January 2016. Prior to joining Equitable he was Managing Director, Online & Mobile Banking at BMO Bank of Montreal, responsible for sales and service for two million active digital banking customers. Throughout his 18 years of banking experience he has focused on the role technology plays in serving the customer, the employee, and the bank.

Phil Gene is responsible for Experience Design and Emerging Payments at President’s Choice Financial. By leveraging user insights and design thinking best-practices, Phil is leading an enterprise-wide digital transformation effort to position the Bank to better meet users’ changing digital expectations. His role also includes an Innovation mandate, using Design Sprints to validate customer pain-points, prototype solutions and test with end-users.

As part of his Insights work, Phil has become obsessed with the notion of Financial Wellness, behavioral economics and ways to encourage users to make smarter, long-term financial choices.

Peter Poon is an established thought leader in digital financial services and strategy, with a 10+ year track record in identifying disruptive innovations and realizing business opportunities from emerging technologies. Peter brings a diverse set of experiences across early stage fintechs and global financial institutions, where he has successfully delivered numerous projects totalling $400MM+ in investment.

Peter currently heads up Digital Innovation and Channel Strategy at the BMO Bank of Montreal, a top-10 North American financial institution.

Kevin Stewart is the Vice President, Digital Enablement at Scotiabank’s Digital Factory. A 25 year veteran in Banking, Kevin has specialized in helping to build high performance teams to effect change across business lines, customer channels and geographies.

A self-professed ‘tech-junkie’, Kevin’s current role marries the technical and physical build of the DF headquarters with the operational and management realities of bridging the two organizations.