Dbriefs
13 Oct.

2023 banking and capital markets outlook: A path through global uncertainty

Banking & Capital Markets

Thursday, 10:00 a.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will gain a clearer understanding of what to expect for the banking industry in 2023 and ideas on how to navigate the uncertainty.

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Key takeaways

Host: Val Srinivas, senior manager, Deloitte Services LP

Presenters: Gopi Billa, principal, Deloitte Consulting LLP
                      Kristin Korzekwa, managing director, Deloitte Consulting LLP
                      Kendra Thompson, partner, Consulting            

1 Overview CPE credit | Specialized Knowledge

The ripple effects from a more fragile and fractious global economy will be felt disparately across the global banking industry. Banks’ conviction will be tested. But banks globally can chart a clear path through the current fog of uncertainty by reimagining how to create new sources of value. We'll discuss: 

  • Seeking new areas of growth as inflation and interest rates pressure banks’ revenues
  • Envisioning new ways of serving and engaging with customers 
  • Accelerating digitization to unlock new opportunities and drive efficiencies

Meet the speakers

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.

Gopi Billa

Gopi Billa

Principal | Deloitte Consulting LLP

Gopi leads Deloitte’s Market Sensing and Scenario Planning Offering and the Banking & Capital Markets Strategy Consulting practice in the US. Prior to this role, Gopi assumed several leadership positions across Deloitte and Monitor Deloitte, including leading Consulting Services for Deloitte India, heading Monitor Deloitte in India, leading Monitor's Commercial Leadership team in the Middle East, and heading Monitor's Scenario Planning practice in Europe, the Middle East, and Africa. For nearly two decades, Gopi has worked with multinational corporations, governments, and non-profit organizations across more than 30 countries on strategic, organizational, and transformational issues. His projects have focused on strategy development, scenario planning, change management, governance, and large-scale organizational and operational transformation. Gopi has a Masters in Business Administration from the Indian Institute of Management, Ahmedabad and a Bachelors in Technology from the Indian Institute of Technology, Madras. He lives in the New York Metropolitan area with his wife and three children.

Kristin Korzekwa

Kristin Korzekwa

Consulting Managing Director | Deloitte Consulting LLP

Kristin is a managing director in Deloitte Consulting's Banking & Capital Markets practice. She advises her Retail & Commercial Banking clients on the transformational opportunities resulting from impacts to front-to-back business, operating model and/or cost structures. Prior to joining Deloitte, she spent 10 years in the financial services industry as a Retail Banker and Product/Portfolio Manager.

Kendra Thompson

Kendra Thompson

Partner, Consulting

Kendra is a Consulting Partner at Deloitte, leading Deloitte’s national “Future of Advice and Investment” Practice, focused on Wealth and Investment Management advisory and transformation. She was one of Canada’s Top 50 Women in FinTech in 2019. Kendra has over 20 years of management consulting experience in the financial services industry, specializing in strategy for advice-led sales, with a focus on large-scale transformation, post-merger integration, digital distribution, and customer strategy for banking, private equity, insurance and brokerage clients in North America. As a market leader in the wealth and investment management industry across North America, Kendra is focused on the full value chain of Investments, helping leading wealth and investment management organizations transform. Additionally, Kendra works closely with heads of sales and strategy and chief operations officers to help them achieve their mandates. Kendra’s research and blogging focus on the future of wealth and investment management and how the industry is evolving to serve investors across all demographics and asset classes in a profitable and scalable way.

Resources

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Thursday, 13 Oct 2022 10:00 a.m. ET
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