Dbriefs
29 Sep.

The Future of Midsize Banks: A New Playbook for Supercharging Growth

Banking & Capital Markets

Wednesday, 01:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will identify strategic levers that are appropriate for various midsize banks based on areas of competitive differentiation, investment in growth and scale, and future alternative deal constructs that could accelerate growth and transformation to capitalize on market opportunities in the coming year.

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Key takeaways

Host: Richard Walker, Deloitte Consulting LLP

Presenter: Val SrinivasMax Bercum

1 Overview CPE credit | Specialized Knowledge

Despite challenges over the past decade, most midsize banks continue to perform well. However, supercharging growth in the postpandemic world will require them to develop a new playbook to address behavioral shifts, macroeconomic challenges, technology limitations, and competitive pressures. Our discussion will cover:

  • What does the future hold for midsize banks?
  • Impending speedbumps for midsize banks to overcome
  • Strategic levers for growth

Meet the speakers

Richard Walker

Richard Walker

Principal | Deloitte Consulting LLP

Richard has been a financial services industry consultant for almost 30 years and brings deep industry experience and background in disruptive technology strategy and business transformation. He has served in practice and strategic leadership roles, has international experience leading the financial services technology consulting practice in EMEA based in London, and is currently both the sub-sector leader for regional banking and the head of blockchain and digital assets solutions for financial services. During his career Richard has worked with financial services executive teams across the globe for some of the largest and most innovative regional bank and non-bank financial services companies. Approaching transformation from a technology-led perspective, he has been successful throughout his career in driving strategic technology programs from launching new products and businesses by exploiting the advantage of early adoption, to maturing core technology capabilities and transforming how services are delivered using cloud and ecosystem partners. In the area of blockchain, Richard has been delivering solutions in the space since 2015, first with an Ethereum-based bank rewards solution, and subsequently leading the expansion of blockchain solutions and digital assets to simultaneously transform full-stack processes, adopt digital assets and create new growth models.

Val Srinivas

Val Srinivas

Research Leader, Banking & Capital Markets

Val Srinivas is the banking and capital markets research leader at the Deloitte Center for Financial Services. He leads the development of our thought leadership initiatives in the industry, coordinating our various research efforts and helping to differentiate Deloitte in the marketplace. He has more than 20 years of experience in research and marketing strategy.

Maximiliano Bercum

Maximiliano Bercum

Principal | Deloitte Consulting LLP

Max is a principal with Deloitte's financial services practice and banking mergers & acquisitions (M&A) practice, specializing in the formulation of corporate strategy, M&A integration advisory, and large scale restructurings. He has over 15 years of client service experience and has led more than 25 business transformation engagements for global financial services institutions. Over the last 10 years, Max has led some of the largest financial services industry acquisitions in the US, focused on advising financial institutions in the areas of integration, blueprinting, Day 1 and Day 2 planning and execution, cost and synergy management, separation planning and numerous workstream areas such as commercial lending, deposit and loan operations, channels, finance & treasury, and other enterprise functional areas.

Dbriefs resources

Wednesday, 29 Sep 2021 01:00 p.m. ET
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