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Panel Discussion – Helping SMEs thrive – expectations, challenges and solutions
- What are the challenges that SMEs are facing today? How can FIs help address these problems?
- How important is Open Banking for SMEs? What are the key value propositions that SME customers can expect from their FIs?
- What are FIs doing today to prepare to meet the expectations of SME customers?
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Cathy Ly
Cathy Ly
Vice President Customer Experience, Marketing & Open Banking Lead EQ BankCathy Ly leads the Customer Insights, Design Thinking, Customer Care Centre and Digital Banking Back Office for Equitable Bank. While these four functions appear disparate at first glance, they are united by an obsession with EQ Bank’s customers – whether that’s in understanding their needs, designing solutions to their pain points, answering their calls or processing their transactions. It is this same customer focus that also gives Cathy an important vantage point to lead Equitable Bank’s Open Banking strategy as the bank aims to leverage the pro-customer potential of Open Banking as part of its Challenger Bank mandate.
Prior to EQ Bank, Cathy worked for over a decade as a management consultant at ZS Associates, the Boston Consulting Group, Jackman Reinvents, and independently as a CX advisor to executive teams in hospitality, retail and financial services. She has deep empathy for the experiences of small business owners having also spent four years of her career running a home décor business and getting shot down by many a small business loan officer.
Eytan Bensoussan
Eytan Bensoussan
Chief Executive Officer NorthOneEytan deeply believes that the success of the small business sector is one of the most important causes of our time. It has the potential to reduce income inequality, increase economic mobility, and empower underbanked communities across the nation. Creating a banking service that leverages the best technology in the world to propel America’s SMBs on their journeys is why Eytan started NorthOne.
Prior to NorthOne, Eytan was a spent 6 years at McKinsey & Company. He served clients in the Financial Services industry, usually on the topic of digital customer experience and financial inclusion.
Saba Shariff
Saba Shariff
SVP Chief Strategy, Product & Innovation Officer SymcorSaba Shariff is a seasoned and acknowledged leader at Symcor Inc., a Canadian company that enables secure data exchanges, supporting the country’s largest organizations in the financial, insurance, government and telecommunications sectors. As Senior Vice President – Chief Strategy, Product and Innovation Officer, Saba is accountable for Symcor’s existing and emerging product lines, overseeing teams responsible for designing and launching innovative services that address industry-wide challenges. Along with a mandate for charting Symcor’s corporate strategy towards continued growth, Saba and her team are focused on ensuring long-term topline growth for Symcor as it continues to provide critical services to the broader industry.
Shekher Puri
Shekher Puri
Vice President Digital Components & Platforms RBCAs a leader with Canada’s largest Financial Institution, Shekher began his career at RBC in 2002, where he joined the branch network and held several leadership roles, including Regional Vice President, Integrated Markets, in GTR. He also brings experience from working in leadership roles at the Advice Centre, RBC Insurance and Mutual Funds Distribution. In 2019, Shekher took on leadership of the Digital Identity, Security, Access, APIs and Open Banking team, which has launched several industry-leading solutions that are being used across RBC Channels and Businesses, for example, North America’s first Digital Identity Verification solution in 2020. In his current role, Shekher is responsible for identifying, building, and deploying critical re-usable digital patterns, assets, and components to drive digital engagement, bionic sales, and strategic reuse. Shekher is accountable for scaling the manufacturing of re-usable components and rethinking how RBC manages digital capabilities. Shekher continues to also lead the Digital Identity, Access & Security, and Open Banking/APIs strategy for RBC.
