Future Digital Finance West 2017

December 04-December 05, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Peter Poon

Head of Digital Innovation & Channel Strategy – NA Channels
BMO Financial Group

Peter Poon is the Head of Digital Innovation and Channel Strategy at BMO Financial Group, where he is responsible for driving the bank’s innovation agenda through R&D, partnerships and ecosystem engagement, in addition to defining the bank’s channel roadmap and spearheading a multi-year digital transformation.

Peter led Customer Experience Design and Mobile Banking Channel groups previously at BMO, where he delivered a number of industry firsts including Canada’s first full fingerprint authentication for mobile banking, real-time appointment booking and rollout of Apple Pay. Prior to joining BMO, Peter led an early-stage fintech to a successful exit and also held progressively senior roles at TD Financial Group and JP Morgan Chase.

Outside of the office, Peter advises a number of fintech startups across North America and supports digital entrepreneurship in the community through engagements with Ryerson University, BrainStation and other ecosystem partners.



8:40 AM Keynote Innovation Panel Discussion: Transforming Your Organization Through Innovation

How are you engraining innovation into your financial organization’s culture? How are projects getting pushed through and integrated? This panel looks at innovation from all angles, from executives from both big and mid-sized banks.

  • Being effective in your communication to move the needle and working through the organizational dynamics
  • Looking at organizational efficiencies to move from experimentation to production
  • Taking innovation projects and actually moving them into production
  • Crossing the threshold into having a customer facing experience in a timely manner
  • Bringing together experimentation and innovation with the platform management group  in a seamless way 

10:35 AM Keynote Panel Discussion: Best Practices For Partnering with Fintechs – Friend Or Foe?

Some financial institutions worry that fintech startups are a threat. Are they? Do you agree or disagree with that sentiment?  Get a detailed look at the fintech landscape – how to partner, who to partner with, and how to ensure the relationship is a beneficial one, to both parties.  Our executives from Mastercard and Bank of America walk through their separate fintech journeys – with both individual questions and group questions. At the end of the session, we’ll take an audience vote around whether fintech relationships are truly beneficial. 

  • How do you decide who to partner with?
  • How do you identify areas of focus (IoT, etc.)
  • What do you expect to learn, types of POC or pilots?
  • Payment strategy and how it aligns to the partnership model