Az3051 bancassurance mena brochure proof 5

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Increasing Profitability And Market Penetration Through Sustainable Partnerships, Greater Efficiencies And Customer Centric Strategies 23 – 25 February 2015 The Address Hotel | Dubai Mall | Dubai | UAE BOOK before 20 November and SAVE US$ 1,398 www.bancassurance-mena.com MEDIA PARTNERS an informa event Ahmed Al Mamari Acting Director General Directorate of Insurance Supervision Capital Market Authority Oman Vivek Varma Regional Head of Insurance Middle East & North Africa HSBC Bank Middle East UAE Damian Hitchen Chief Executive Officer, Middle East & Asia Swissquote Bank UAE Hasheer Kottal Vice President & Business Manager Bancassurance Mashreq UAE Deepak Ahuja Head of Wealth Management RAK Bank UAE Prasanna Seshachellam Director, Supervision Dubai Financial Services Authority UAE Emad Louis Vice President Head of Barclays Direct Business Barclays Egypt David P Harris Sales & Marketing Director Royal & Sun Alliance Insurance UAE Develop growth, profitability and penetration strategies Explore the impact of regulatory updates and market changes and risks Cultivate sustainable partnerships and successful strategic relationships Discover new strategies for pricing and profitability, segmentation and product innovation, customer centricity, service quality and the latest technologies Create winning distribution strategies and scale your operations for life and general insurance UNRIVALLED SPEAKER FACULTY LED BY WHY YOU NEED TO BE THERE PLUS! A B TWO HANDS-ON SEMINARS Creating Customer Satisfaction: Practical techniques for working together to ensure customer satisfaction and retention Project And Change Management: Practical tools for designing, implementing and embedding a bancassurance model to enable successful execution Wednesday, 25 February 2015 STRATEGIC BUSINESS PARTNER GOLD SPONSOR #bancassurMENA

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Transcript of Az3051 bancassurance mena brochure proof 5

Page 1: Az3051 bancassurance mena brochure proof 5

Increasing Profitability And Market Penetration ThroughSustainable Partnerships, Greater Efficiencies And Customer Centric Strategies

23 – 25 February 2015 • The Address Hotel | Dubai Mall | Dubai | UAE

BOOK before 20 November and SAVE US$ 1,398

www.bancassurance-mena.com

MEDIA PARTNERS

an informa event

Ahmed Al MamariActing Director General Directorate of Insurance SupervisionCapital Market AuthorityOman

Vivek VarmaRegional Head of InsuranceMiddle East & North AfricaHSBC Bank Middle East UAE

Damian HitchenChief Executive Officer, Middle East & AsiaSwissquote BankUAE

Hasheer KottalVice President & Business Manager BancassuranceMashreqUAE

Deepak AhujaHead of Wealth Management RAK BankUAE

Prasanna SeshachellamDirector, Supervision Dubai Financial Services AuthorityUAE

Emad LouisVice PresidentHead of Barclays Direct Business BarclaysEgypt

David P HarrisSales & Marketing DirectorRoyal & Sun Alliance InsuranceUAE

Develop growth, profitability and penetration strategies

Explore the impact of regulatory updates and market changes and risks

Cultivate sustainable partnerships and successful strategic relationships

Discover new strategies for pricing and profitability, segmentation and product innovation, customer centricity, service quality and the latest technologies

Create winning distribution strategies and scale your operations for life and general insurance

UNRIVALLED SPEAKER FACULTY LED BY

WHY YOU NEED TO BE THERE PLUS!

A

B

TWO HANDS-ON SEMINARS

Creating Customer Satisfaction: Practical techniques for working together to ensure customer satisfaction and retention

Project And Change Management: Practical tools for designing, implementing and embedding a bancassurance model to enable successful execution

Wednesday, 25 February 2015

STRATEGIC BUSINESSPARTNER

GOLD SPONSOR

#bancassurMENA

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+971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com

SUCCESSFULLY DEVELOPING AND EXECUTING YOUR BANCASSURANCE STRATEGY TODAY!

Developed exclusively for region’s bancassurance community, Bancassurance MENA Summit is the ONLY forum which presents the combined perspective of regulators, bankers, insurers and advisers. You will take home the inspiration, advice and collective experience required to develop and execute successful and agile market growth strategies as well as models to improve penetration and profitability in the Middle Eastern region.

WHO WILL YOU MEET?

Banks

43%

6%Regulators

4%Brokers

40% Life and General Insurers

Solutions Providers

7%

GEOGRAPHICAL BREAKDOWN

PACKED WITH EXPERTS FROM RENOWNED ORGANISATIONS!

Ahmed Al Mamari, Acting Director General, Directorate of InsuranceSupervision, Capital Market Authority, Oman

Prasanna Seshachellam, Director, Supervision, Dubai FinancialServices Authority, UAE

Hasheer Kottal, Vice President & Business Manager Bancassurance, Mashreq, UAE

Vivek Varma, Regional Head of Insurance, Middle East & North Africa, HSBC Bank Middle East, UAE

Danial Hashmi, Head of Investments & Insurance, Emirates NBD, UAE

Amol Shah, Head of Bancassurance Products, Consumer Banking Group,First Gulf Bank, UAE

Deepak Ahuja, Head of Wealth Management, RAK Bank, UAE

Colin Harrison, Regional Head of Unsecured Lending, HSBC BankMiddle East, UAE

Daniel Rudd, Regional Head of Middle East & North Africa, Wholesale, AssetManagement, HSBC, UAE

Emad Louis, Vice President: Head of Barclays Direct Business, Barclays,Egypt

Abeer H. Saleh, Head Insurance Business, Consumer Banking Group,Commercial International Bank, Egypt

Damian Hitchen, Chief Executive Officer, Middle East & Asia, SwissquoteBank, UAE

Asish Neogi, Product Head, Insurance, Emirates NBD, UAE

Vickram Anand, Insurance Product Manager, Standard Chartered, UAE

David P Harris, Sales & Marketing Director, Royal & Sun Alliance Insurance, UAE

Jihad Faitrouni, MD & CEO, Aman Insurance , UAE

Julien Audrerie, SVP Customer Integration, Oman Insurance, UAE

Aarti Mohan, VP Bancassurance & Strategic Initiatives, Union Insurance,UAE

Shyam Sankar, Head of Bancassurance, RAK Insurance, UAE

WHAT’S IN FOR YOU?

REGULATORY AND MARKET INSIGHTS Veteran insight on the impact of changing regulations and market trends as well as projections on will drive penetration and profitability in 2015

DRIVING PENETRATION AND PROFITABILITYEvaluate new opportunities to increase profitability in key product lines and geographies including UAE, Egypt, Saudia Arabia, Oman and Qatar

KEY STAKEHOLDER PARTICIPATION

9 Regulators: Understand current and future policies from regional regulators and examine how they will impact your growth strategies

9 Banks: Recognise how the most influential banks are penetrating the market to help strategise your own business model

9 Insurers: Get critical updates from MENA’s biggest insurers on current and forecasted trends and opportunities that you can profit from

OVERCOMING CHALLENGES IN GROWTHEnsure effectiveness and growth with an emphasis on the region’s most prominent challenges, including customer centricity, segmentation and product innovation, training and manpower, technology and working relations between banks and insurers

HOSTED SPEED NETWORKINGGain valuable face-to-face time with leading regulators, bankers and insurers. A quick and effective way to expand your business network and generate key contacts in the industry.

UAE 47GCC 30Levant 10Africa 6Europe 4Asia 3

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+971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com

SPONSORSHIP OPPORTUNITIES

The Bancassurance MENA Summit Summit is a unique opportunity to raise your company’s profile in the largest gathering of decision makers in the banking and insurance communities. With the increasing popularity of bancassurance along with limited customer penetration, bankers are keen to create preferred partners in the region and learn about proven strategies and technologies that will enable them to capitalise on this growing channel.

How can you get involved and what is in it for you?A limited number of high-profile speaking, chairing, promotional and networking opportunities exist for sponsors.

Establish yourself as a thought leader in the region by: 9 Chairing the summit to increase your visibility 9 Hosting closed door by-invitation-only meetings with VIP speakers and guests 9 Presenting specific content-driven sessions based on primary market research with

bankers, insurers and regulators 9 Hosting panel sessions such as the regional regulators’ keynote panel, bankers’ market

opportunity session or the head to head session between bankers and insurers 9 Leading in-depth workshops gives you the opportunity to spend an extended amount

of time on solving critical problems and becoming the preferred thought leader in these areas

9 Moderating think tanks and round table discussions gives you the ability to gain first-hand market intelligence from your potential clients and to answer their most pressing questions

Increase your visibility in the market through: 9 Tailored speed networking: Ensure that you have plenty of time to meet and identify

the right people from the start of the event 9 Hosted daytime and evening receptions: An informal setting is a great way to meet and

interact with your target market 9 Launching reports and tailored research: Position yourself as a market intelligence and

strategy consultant by pre- at- and post-event 9 Focused branding pre- at- and post-event through established media partners as well as

branding on event collateral

To find out more please contact Claire Ledward on +971 (0)4 407 2792 or [email protected]

An opportunity for market leaders from both Banks and Insurers to get together and share best practice ideas, help develop the industry and network. A mixture of panel discussions, presentations, round tables and briefings all supplemented with a great venue, perfect timing and an array of personnel from the organisers… an exceptional and valuable experience!

David P. Harris Sales & Marketing Director RSAUAE

The event involved very useful experiences from different markets.

Emad LouisVice President Head of Barclays Direct Business BarclaysEgypt

Great platform and the industry would certainly gain from such events.

Great opportunity to learn more about other countries’ bancassurance developments.

Sreenath Manghat Head, Bancassurance Products & Services Consumer Banking Bank Muscat Oman

Ahmed HassanHead of InsuranceAlex BankEgypt

A well-structured event with an excellent focus on networking.

Shyam SankarHead of BancassuranceRAK InsuranceUAE

WHAT DELEGATES HAVE TO SAY ABOUT BANCASSURANCE MENA

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08:30 Registration and morning refreshments

08:50 Chairman’s opening remarks

Cutting-edge insights on latest regulatory, risk and market trends

09:00 Critical Regulatory Update: Assessing major regulatory developments in the Middle Eastern bancassurance industry and discussing future policy initiatives in the region

• Evaluating how regional and domestic regulations have changed over the last year

• Understanding how the regulators are developing a framework that will support the sustainable growth of bancassurance

• Discussing future policy initiatives in the region and understanding the evolution and direction of global and regional insurance regulations

Ahmed Al Mamari, Acting Director General, Directorate of Insurance Supervision, Capital Market Authority, Oman

Prasanna Seshachellam, Director, Supervision, Dubai Financial Services Authority, UAE

09:40 Veteran Market Insight: Evaluating the impact of changing regulations and market trends as well as projections on geographies and product lines that will drive penetration and profitability in 2015

• Understanding how bancassurance regulation has changed over the year and how these changes will impact bankers, insurers and the scaling of bancassurance initatives

• Assessing the impact of key market trends including consolidation, M&A activity, market exit and increasing competition on bancassurance

• Assessing which products and geographies will account for maximum volumes and growth

• Top tips for driving up the profitability from general and life products and winning strategies for driving penetration

Hasheer Kottal, Vice President & Business Manager Bancassurance, Mashreq, UAE

Vivek Varma, Regional Head of Insurance, Middle East & North Africa, HSBC Bank Middle East, UAE

Danial Hashmi, Head of Investments & Insurance, Emirates NBD, Dubai

10:30 Managing Risk In Bancassurance: Cutting edge information on key risks affecting a bancassurance model and how risk management is transforming business decisions today

• Identifying keys risks impacting bancassurance including business, operational, liquidity, compliance and reputational risks

• Top tips for designing and integrating risk appetite by balancing the organisation’s capacity for risk, taking into account culture, risk management capability, solvency, regulations, environment as well as stakeholders’ expectations

• Practical tools for creating and implementing a holistic implementation framework and embedding a strong risk management culture throughout key stakeholder organisations

• International best practices on risk measurements and control as well as top tips for creating a risk management task force

Prasanna Seshachellam, Director, Supervision, Dubai Financial Services Authority, UAE

Shyam Sankar, Head of Bancassurance, RAK Insurance, UAE

11:00 Speed-Networking: Expand your business network and create a competitive edge

This exclusive opportunity is a quick and effective way to expand your business network, generate key contacts and win new deals.

11:20 Morning refreshments and networking break

Developing sustainable partnerships

11:50 Identifying The Right Model: Developing a strategic plan by analysing strengths and weaknesses of key types of bancassurance partnerships in the Middle East

• Analysing the benefits and challenges in key bancassurance models across the region including distribution agreements, strategic partnerships, M&As and joint ventures

• Strategic alliances versus arm’s-length agreements: Creating better service or decreasing competition and choice?

• Evaluating banks’ and insurers’ criteria for a good venture and partnership including the vision and intent of the partnership, the nature of business as per country laws, customer segmentation as well as needs and operations

• Taking a strategic approach to bancassurance by assessing which model is the best fit for your organisation and its partner

Amol Shah, Head of Bancassurance Products, Consumer Banking Group, First Gulf Bank, UAE

Abeer H. Saleh, Head Insurance Business, Consumer Banking Group, Commercial International Bank, Egypt

Aarti Mohan, VP Bancassurance & Strategic Initiatives, Union Insurance, UAE

12:25 Lunch and networking break

13:25 Creating Strategic Agreements: Top tips for developing a bancassurance partnership agreement to create a competitive advantage in the region

• Assessing winning approaches and key considerations for developing focused and effective bancassurance partnerships in the Middle East

• Ensuring due diligence of your potential partner including organisational financials, culture, reputation, values, services and products as well as assessing how the partnership will add value to your organisation and customers

• Tools for developing a matrix on the potential partner and revenue as well as incorporating important aspects including transparency, people, processes, financial and customer performance

• Best practice for developing an internal committee to pick the right partner

CASE STUDY 1: David P Harris, Sales & Marketing Director, Royal & Sun Alliance Insurance, UAE

CASE STUDY 2: Emad Louis, Vice President: Head of Barclays Direct Business, Barclays, Egypt

14:15 Making It Work: Winning strategies for leading partners through successful cultural and organisational change for executing and rolling out bancassurance agreements

• Practical tools to identify and avoid implementing bad partnerships as well as how to align the vision and benchmarks for a beneficial collaboration for both parties

• Establishing key quantitative and qualitative success factors and effective governance strategies to provide clear guidance on goals, expectations and responsibilities

• Practical tools for effectively developing synergies between the bank and insurer : Communicating the partnership strategy and changes to stakeholders as well as making them understand their role and implications to the entire process

• Developing a project task force to overcome common push-backs by introducing new schemes, involving leadership and demonstrating the long-term value

• Strategies for identifying the beginnings of failure and intervention techniques to effectively turn it around

Colin Harrison, Regional Head of Unsecured Lending, HSBC Bank Middle East, UAE

Monday | 23 February 2015 CONFERENCE DAY ONE

+971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com

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SLeveraging regional opportunities to drive penetration

14:40 Driving Penetration: Sharing challenges, insights and benchmarking strategies to increase bancassurance penetration in key regional geographies

Through interactive discussions, these 30 minute roundtables give you the opportunity to open up and discuss key challenges in geographies with banking and insurance peers. It is a unique platform to optimise your approach for these countries to develop strategies for 2015.

Choose ONE of the following roundtables:

1. UAE

2. Egypt

3. Saudi Arabia

4. Oman

5. Qatar

15:15 Afternoon refreshments and networking

15:45 Bancatakaful: Harnessing the potential for bancatakaful in the region and developing it into a dynamic channel

• Comparing and contrasting conventional and takaful bancassurance models, as well as where synergies can be created

• Evaluating the evolution and performance of bancatakaful in the region and understanding why it remains a comparatively modest segment as well as strategies to increase customer uptake

• Identifying and overcoming the biggest challenges in bancatakaful: Lack of knowledge, customer acceptance, product innovation, differentiation and distribution capabilities

• Assessing the volumes and critical mass required in creating profitable bankatakaful channels and winning strategies to penetrate the Middle Eastern markets

Jihad Faitrouni, MD & CEO, Aman Insurance, UAE

16:15 Building Robust Affinity Networks: Analysing the opportunities for leveraging bancasurrance relationships for better operational control and service delivery in other affinity channels

Through interactive discussions, these 30 minute roundtables give you the chance to discuss the opportunity of harnessing your bancassurance relationships with banks and use this as a central node for other affinity networks from an operations perspective. It is also a unique platform to create strategies for delivering seamless services to your customers.

Choose ONE of the following roundtables:

1. Auto

2. Hospitality

3. Retail

4. Health

5. NBF

16.45 Closing remarks and end of day one

Tuesday | 24 February 2015 CONFERENCE DAY TWO

+971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com +971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com

08:30 Registration and morning refreshments

08:50 Chairman’s opening remarks

09:00 Pricing And Profitability: Winning strategies for successful pricing and sustaining profitability in bancassurance

• Best practice for calculating profitability of a bancassurance venture: Key criteria used, how to measure bottom-line and timelines

• Key pricing tips in an over-crowded market as well as tacking key challenges: Lack of compliance and price controls in some countries to avoid price wars

• A holistic view on adding value to customers and practical techniques to ensure that added pressures of elevated costs do not trickle down to customers by looking at back office techniques such as reinsurance and asset management

• Overcoming slowing growth rates and declining profitability levels by raising awareness, channel and pricing management and improving the depth of products

Daniel Rudd, Regional Head of Middle East & North Africa, Wholesale, Asset Management, HSBC, UAE

Emad Louis, Vice President: Head of Barclays Direct Business, Barclays, Egypt

09:30 Segmentation And Product Innovation: Developing and underwriting innovative products by leveraging segmentation to attract new customers, ensure renewals and maintain competitiveness• Identifying which segments, products and channels to use to develop

innovative customer propositions to ensure differentiation• Developing feedback processes to detect customer needs and deliver

differentiated products that meet customer requirements• Best practice for customising and streamlining products to suit customer

requirements as well as to ensure volumes and availability of these products

• Incorporating segmentation to future product strategies to increase volumes and improve product suitability

Julien Audrerie, SVP Customer Integration, Oman Insurance, UAE

10:00 Technology Taking Center Stage: Developing and embedding technology and online channels to drive growth and customer satisfaction• Top tips for developing and rolling out a holistic online channel strategy

for the region and its diverse customer base• Increasing customer satisfaction by ensuring key features including

product information, quote generation and quote retrieval, customer analysis and product match

• Innovative ways of using technology including smart phones and ipad to aid sales as well as leveraging social media to attract customers

• Developing online customer support structures and tools for sharing data with key stakeholders as well as capabilities for online claims notifications and claim status tracking

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10:30 Leveraging Technological Evolution: Utilising technology as a key enabler for driving wealth management revenue growth in banks

• Assessing cutting-edge technology to help optimise the delivery of your wealth management proposition

• Integrating tailor-made, tool-based solutions and services that cater to the needs of your investors, whilst increasing profitability

• Top tips for creating a timely, seamless and transparent flow of information between you and your clients

• Building on proven IT infrastructure to reduce your administration burden, combining excellent risk management with an ability to flex your revenue streams

Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote Bank, UAE

11:00 Morning refreshments and networking break

11:30 Customer In Focus: Creating customer centricity to drive customer satisfaction, increase market share and penetration

• Understanding the importance of the front-line and developing strategies to ensure customer satisfaction

• Gaining competitiveness in the market through customer centric strategies and training for sales, post sales services and renewals

• Best practices for creating a holistic value proposition and optimising the bancassurance partnership by putting the client at the centre

• Top tips for building a winning culture and developing a positive mindset for employees and customers

Hasheer Kottal, Vice President & Business Manager Bancassurance, Mashreq, UAE

Winning bancassurance distribution strategies for general and life products

12:00 Distribution Channels: Developing a robust distribution network by assessing main channels used by banks and insurers for life and general products

• Analysing benefits and challenges of key channels including wealth manager, direct sales, telesales and branch officers

• Taking a strategic approach to developing a distribution framework by evaluating critical aspects including the current strategy of banks and insurers, customer segments, existing channels and products

• Top tips for making channels more effective for customers and leveraging them for driving penetration

• Winning strategies for working with partners for creating innovative distribution channels in the Middle East

Deepak Ahuja, Head of Wealth Management, RAK Bank, UAE

12:30 A Bankers’ Perspective: Time to leapfrog and redefine bancassurance business in 21st century

• Critical trends that will de-code the future and re-shape the distribution landscape

• Discussing how ‘Imagineering and Synnovation’ transform the insurance industry as well as trigger exponential growth and profitability

• Assessing the next big opportunities in distribution

Amol Shah, Head of Bancassurance Products, Consumer Banking Group, First Gulf Bank, UAE

13:00 Lunch and networking break

14:00 How To Scale: Winning strategies for scaling distribution to increase profitability and revenue

• Understanding which channels and segments are the most lucrative and focusing to scaling key channels

• Understanding common challenges with scaling in the Middle East including changing regulation, increasing competition and costs as well as aligning channels to bring in increased returns

• Tips for targeting the right segments through the right channels with the right products and developing needs-based selling and distribution in the Middle East

• Incorporating governance and checks to ensure that there is no mis-selling of products

LIFE INSURANCE: Abeer H. Saleh, Head Insurance Business, Consumer Banking Group, Commercial International Bank, Egypt

GENERAL INSURANCE: Asish Neogi, Product Head, Insurance, Emirates NBD, UAE

15:00 Afternoon refreshments and networking break

Overcoming critical challenges to deliver successful bancassurance ventures

15:30 Chairman’s Voting Poll: Hear the industry view on your most pressing questions

This solutions-focused session is an opportunity to share experiences, knowledge and practical advice on the questions you will submit during the Chairman’s Call for Questions on the first day of the conference. Attend to find solutions and practical takeaways that will be applicable back in your office the very next day!

16:00 Practical Challenges: Sharing challenges, insights and tools for rolling out bancassurance in the Middle East

Through interactive discussions, these 30 minute roundtables give you the opportunity to open up and discuss key practical challenges with rolling out bancassurance in the region. It is an opportunity to learn from your peers and optimize your approach in the future.

Choose TWO of the following roundtables:1. Difference in pace and culture as well as change of mindset2. Manpower and structure issues3. Transformation management and communication 4. Co-branding and service issues5. Better use of collective information and feedback6. Incentive systems

16:40 Roundtable Feedback: Reviewing key themes and models discussed in roundtables

17:00 The Human Factor: Building competency and effectively managing your internal and stakeholder talent pool to deliver customer satisfaction • Identifying key capabilities required to deliver the vision of the

partnership as well as winning approaches to attract and keep key talent from local and international talent pools

• Building expertise by increasing competencies in technical aspects, product specific knowledge, segmentation and sales techniques as well as implementing schemes including scholarships, leadership programmes and international training

• Ensuring staff know what you expect of them and accurately communicating cultural and social norms, reporting lines, relationships with insurers, allocation of responsibility and compliance processes

• Training bancassurers to improve operations between the insurance and banking arms as well as customising competitive benefits that fit your staff ’s needs and reinforce service quality

17:30 Chairman’s closing remarks and end of Bancassurance MENA Summit

Tuesday | 24 February 2015 CONFERENCE DAY TWO

+971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com

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Wednesday | 25 February 2015POST CONFERENCE SEMINARS

Our in-depth post-conference workshops are designed for both bankers and insurers to learn in-depth strategies on how to increase volumes and improve bancassurance penetration in the Middle East

+971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com +971 4 335 2437 +971 4 335 2438 [email protected] www.bancassurance-mena.com

SEMINAR B:

Project And Change Management: Practical tools for designing, implementing and embedding a bancassurance model within banks and insurers to enable successful execution

Humans are creatures of habit and have a tendency to easily go back to the old routines. After developing bancassurance agreements and giving it that initial push towards execution, many professionals find the enthusiasm fading away.

This workshop will provide insurers and banks with critical knowledge of the next steps to be taken to truly embed the bancassurance partnership and strategy within their own and their partners orgnisational. By sharing real world experiences, lessons learned, and best practice it will also empower bancassurance professionals with a toolkit to successfully transform their team to effectively execute your bancassurance plan.

9 Embedding a project task-force: Key tools developing for a bancassurance task-force and enabling them to transform orgnisations and steer through significant change

9 Developing a transformation plan: Selecting key aspects including stakeholder engagement, operational procedures, skill development, systems, monitoring and mile stones for its’ delivery

9 Change management: Practical tools for effectively communicating changes to stakeholders, sustaining buy-in and maintaining the momentum

9 Project management: Implementing a framework that can help drive strategy execution as well as discussing success stories and lessons learned from the field

9 Rules of engagement: Easy techniques to engage key stakeholders by understanding what motivates them as well as developing a process that reports on progress, receives feedback and identifies areas for development

SEMINAR A:

Creating Customer Satisfaction: Practical techniques for working together to ensure customer satisfaction and retention

With increasing competition and changing regulations, customers need to be put at the heart of any bancassurance activity, to ensure renewals and loyalty as well as long term sustainable profitability.

To safeguard this customer loyalty, insurers must deliver well-structured products, services, channels and claims management strategies. This half day workshop designed specifically for insurers and banks will provide proven strategies and programmes for developing a holistic customer proposition to enhance customer satisfaction including:

9 Developing sales skills: Training on technical topics, product specific knowledge, segmentation, sales management and sales techniques

9 Creating a process for feedback: Developing a feedback process between the insurers and banks to harness product knowledge and increase service quality

9 Broadening the product range and developing underwriting skills: Supporting product innovation and technical training on underwriting fundamentals, policy coverage of various product lines and how they differ, techniques for developing individual underwriting skills as well as integrated risk management

9 Providing know-how and after sales service: Ensuring follow-ups, communicating progress and providing good claims management

9 Creating touch points: Offering high-quality advice and a readiness to listen through various touch points including telephone support, online and relationship managers

08.30 – 12.30 13.30 – 17.30

Workshop Leader

Richard Schofield has worked in the financial services industry for over 25 years across Asia and the Middle East, including time in Japan, China, Singapore, Malaysia, India and now in the United Arab Emirates.

He is a Fellow of the Institute of Direct Marketing, as well as a Chartered Insurer and has worked with executives, individuals, teams, and companies to achieve mazimum impact in the fields of Marketing & Communications. He has over 20 years’ experience in creating and developing successful, as well as long standing bancassurance partnerships. In 2014 he established a management consultancy in the UAE providing advice to both banks and insurers on all aspects of bancassurance.

LEAD THIS WORKSHOPIf you are interested in leading this workshop,

please contactClaire Ledward on +971 (0) 4 407 2792

or [email protected]

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Super Early Bird Book by

20 November 2014

Early Bird 1 Book by

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15 January 2015

Final Price Book from

15 January 2015 onwards

Conference & 2 Seminars

$3,199 $3,399 $3,799 $3,799

Conference & 1 Seminar $2,599 $2,799 $3,199 $3,199

Conference Only $1,999 $2,199 $2,599 $2,599

Seminar Only $699 $799 $899 $999

For group discounts [email protected] • For hotel inquiries [email protected]

23-24 February 25 February

¨ Conference ¨ Seminar A – AM ¨ Seminar B - PM

23 – 25 February 2015The Address Hotel | Dubai Mall | Dubai | UAE

REgiStER tODAYGo to www.bancassurance-mena.comCall +971 4 335 2437Email [email protected]

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REgiStER your bancassurance team!Generous group discounts are available contact us today to secure the best [email protected] or +971 (0)4 335 2483

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