보험회사, 금융회사의 영업채널 전문가그룹. 개인영업부, 은행, 대체채널, 리크루팅, 교육훈련, 마케팅 책임자를 포함하고 있습니다.
Closing Keynote Speaker
Eric Tian, Director of Marketing, Nice (the “Instagram of China”) Former Director of Marketing & Partnerships WeChat
Respected marketing executive Eric Tian recently joined Nice, where he leads marketing, public relations, sales, and trade for Nice, the most popular photo social app in China. Eric joined Nice from WeChat, where he led highly-visible marketing efforts and partnerships, including the NBA, LinkedIn, Coca-Cola, eBay, Chanel, Cisco, and the CCTV Lunar New Year’s Gala. Eric previously worked at Nike, where he led brand marketing for their basketball, Jordan, and training lines. He began his career with Li-Ning Sports Goods in Beijing before becoming a senior product manager at their office in Portland, USA.
강조
컨퍼런스 이틀동안 영업전략, 영업 노하우, 판매채널 관리, 영업 교육에 관한 선진지식을 가진 보험업계 리더와 전문가들이 발표를 할 것입니다.
아래의 제목에 대해 가장 최근의 트렌드, 리서치, 미래예측을 위하여 빨리 참가 등록하시기 바랍니다:
• Y세대 고객과의 연결고리 • 독립영업채널 (GA)의 소개 및 확장 • GA 채널의 강화 • 최고의 영업지점장 개발방안 • 소셜미디어를 통한 영업 성장전략 • 옴니채널의 영업 • 방카슈런스 협력 성공 모델 • 디지털 파괴의 포용 • 그리고 더
Scott is a passionate banking innovator with a love of helping people gain better access to their money and the tools to manage it. Along with Movenbank founder Brett King, Scott is challenging the entrenched paradigms of banking with disruptive new mobile services aimed at consumers and emerging markets. He ties the modern trends of social media and mobile services with the age-old business of banking with ease. Scott is a charismatic and knowledgeable speaker, unafraid to challenge the existing financial services industry and banking start-ups alike, and holds the rare gift of possessing technological insight and an understanding of the consumer mindset. He has presented keynote addresses throughout the world and was listed in the OboPay Influencers Report as the number one influencer on Twitter for Mobile Commerce, Mobile Banking, Mobile Payments & Mobile Money.
마르크는 리더십 어드바이저와 서치 펌인 말린 혹, 아시아 파트너 입니다. 그는 아시아의 금융산업과 보험에 집중하여 왔습니다. 그는 또한 글로벌 회사 고객에게 질 높은 고객 서비스 경험에 대하여 자문을 하고 있습니다. 마르크는 자국인 독일뿐만 아니라, 유럽, 아시아에서 활동하고 있습니다. 그는 변화의 시기에 고객회사들이 리더십을 발휘할 수 있도록 도쿄, 싱가포르, 홍콩 지역 본부에서 함께 일을 하였습니다. 그는 여러가지 기능을 망라하는 C-suite 탤런트를 발견하였고, 미래 비즈니스 리더십에 대한 디지털 변화의 충격에 대하여 특별한 관심을 가지고 있습니다.
Chief Executive Officer, Group Agency Distribution
Joe Cheng leads AIA Group’s agency distribution system. He formulates the overall strategy that delivers on short- and long-term business objectives. During his 28 years with AIA, Joe has held a number of important roles including General Manager for Macau, General Manager for Shenzhen, and Chief Agency Officer for AIA Hong Kong. Over the past five years, Joe has very successfully led the Premier Agency transformation for AIA Hong Kong and Macau with the launch of AIA Premier Academy, Gen Y Club, and the Revitalisation Programme. These programs have elevated recruitment quality, sales activity, and productivity — and significantly increased the number of MDRT qualifiers. Joe holds a B.A. in Industrial Relations and Economics from The University of Kent at Canterbury, UK. His commitment to others’ success includes acting as a business volunteer in Junior Achievement Hong Kong.
9:00 am - 9:45 am: Wellness Trends, Customer Engagement, and Shared Value
, FSA
Head of AIA Vitality
Terry Cummings has over 20 years of international life insurance experience covering Asia, the Middle East, Europe, and North America. He has held senior management positions including Chief Operations Officer, Chief Marketing Officer, and Chief Actuary with major multinational life insurers and consulting firms. Terry’s areas of practice include product development, distribution, marketing, operational efficiency, financial reporting, mergers, acquisitions, and distribution agreements.
10:30 am - 11:15 am: Building an Agency from the Ground Up
, LUTCF, CLTC
Regional Director, Agency & Broker Distribution, Asia
James DeLong has a broad range of leadership experiences in all aspects of insurance distribution, marketing, product development, and financial P&L management. This includes direct experience restructuring agency distribution and other channels, corporate business consulting, and training and development. He has held a variety of senior positions in life, retirement, and general insurance operating companies within Asia and the U.S., including Chief Commercial Officer for AIG New Zealand; Regional Director of Group & Employee Benefits, Individual Medical & Credit Life, for AIG; and Vice President, Financial Securities & Insurance Distribution, for Allstate Insurance Company. Based in Asia since 2002, James has led and developed distribution channels in numerous countries throughout the region.
9:45 am - 10:30 am: Managing the Future: Insurance Regulation
Partner
Jonathan Goacher leads the corporate insurance practice in Asia for DWF LLP, an award-wining legal business with 27 offices across four continents and 2,800+ staff. He has over fifteen years of experience at leading international law firms, advising life and non-life insurers & reinsurers, insurance brokerages & agents, loss adjusters and other insurance organizations on how to start and conduct business in Asia. His practice deals with matters such as business establishment, joint ventures, public and private mergers & acquisitions, complex corporate reorganizations, capital and solvency requirements, portfolio transfers, reinsurance, currency controls, sanctions and regulation of cross-border insurance business. Jonathan began his legal career in the United Kingdom and he is also a licensed attorney in New York.
John Huynh heads the Delivery and Services team for EAB Systems, a leading enterprise software company in the Asia Pacific. He and his team help companies accelerate product introductions to markets, enhance distribution capabilities, and automate administration processes. For the past decade, John has focused on business process improvements and system solution implementations for the life insurance industry. He leads business analyses and feasibility studies for large enterprise resource planning (ERP) projects that integrate applications, improve business management, and automate back office functions. He has held senior business analyst, project management, and consulting roles for CLDS, Ageas, AXA, IBM, PwC, Zurich Financial, and Suncorp.
앤디 쿠는 회사의 성장 전략, 설계사의 생산성 향상, 그리고 회사의 수익성 성장을 이끌어 내는 국제 생명보험 전문가 입니다. LIMRA에서, 그는 생명보험과 금융기관 회사들을 위하여 세계적으로 가장 규모가 큰 트레이닝과 개발 자원을 이끌고 있습니다. 앤디는 각 회사의 상황을 평가하고, 그에 따른 전략을 개발하고, 국가의 경계를 뛰어넘어 그 지역에 맞는 수준의 교육을 실시하고 있습니다. 그는 또한, 새로운 세대의 설계사들을 유치하고 정착시키는 데 도움을 주는 LIMRA의 새로운 ‘ Y세대 세미나 시리즈’ 를 개발하였습니다. 앤디는 뉴욕에 있는 AIG 생명 미본사 직할조직에서 필드 관리와 개발 부사장으로 근무하였습니다. 그는 또한 50개가 넘는 국가의 설계사와 지점장 관리의 개선을 이끌었습니다. AIA 아시아와 AIG미국에서의 앤디의 경력은 4개 각각 다른 국가에서 일하면서 각국의 팀을 개발하고 리드하였습니다.
1:30 pm - 2:15 pm: A Successful Omnichannel Sales Approach
, MBA, MSc
Regional Director, Digital Strategy and Solutions, Asia
Valer Merenyi is a seasoned digital business builder and financial services executive with 20 years of experience in strategic projects and programs in retail banking, corporate banking, and insurance. He has held a number of senior positions in financial services and consulting companies across Asia and Europe, often with a significant responsibility for IT and/or change initiatives. Over the past few years Valer has led the front office transformation program of a UK bank's international wealth business, built a robo-adviser proposition for a German direct bank, and initiated and ran the Intelligent Assistant program of a Dutch retail bank. Back in Asia since May 2016, Valer is leading Ageas' digital efforts across various channels and 7 countries.
Fabian Ng recently joined DBS Group to lead all General Insurance distribution channels for Singapore, Hong Kong, Indonesia, China, India, and Taiwan. He is focused on bringing in new technologies and lead allocation models to improve productivity. Fabian’s long career in insurance and financial services began with AIA Singapore and has included senior leadership roles with AIG, its subsidiaries AIA and ALICO, Ernst & Young, Great Eastern Life, ReMark Asia Pacific, and UOB Bank. At these companies, he has led successful distribution channel startups and greatly expanded sales through existing channels, including agency, bancassurance, direct, and worksite.
Michael Shin is Chief Executive Officer of RGA Reinsurance Company Korea Branch (RGA Korea), with executive oversight of all business activities in Korea. He also serves as Chief Marketing Officer, Asia, with responsibility for RGA’s Asia Pacific region. His insurance industry experience spans nearly three decades. Prior to joining RGA, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his responsibilities included agency distribution, marketing, product design, and oversight of Corporate Communications. He was also with Samsung Life Insurance South Korea, where he was Corporate Vice President, Channel Strategy and Planning, and Senior Vice President and Chief of Advisors and the Financial Planning Center. Earlier, Michael spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asian market in the United States.
FinTech Thought Leader Spokesperson, IBM Risk and Investment Analytics
Paolo Sironi is a recognized author of portfolio management and financial innovation. In his current role he links strategic innovation in Finance and Technology, demonstrating international expertise in Wealth and Asset Management, Risk Management, Trading and Technology. A pioneer in understanding the practical implications of AI and FinTech digitalization to manage institutional risks and personal wealth, he founded a FinTech joint-venture (2008) to integrate investment management and Goal Based Investing principles. The company became a part of IBM (2012) following the acquisition of funding partner Algorithmics, a world leader of risk management architectures. Paolo has a decade-long quantitative expertise; he was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo. Author of “FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification”, “Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation”, and co-author of “The FinTech Book”. Paolo’s posts can be read on LinkedIn, Twitter @thepsironi or his personal website thepsironi.com.
11:00 am - 12:30 pm: Panel: The Digital Advisor Journey
Managing Director, APAC
Jason is responsible for Hearsay Social’s business across Asia-Pacific where he serves the fast-growing and diverse needs of customers in the region. Jason was an early member of Hearsay Social’s Customer Success team, where he led the growth and scaling of the team globally. He also drove some of Hearsay Social’s largest deployments in partnership with its clients. Prior to joining Hearsay Social, Jason spent four years in Salesforce.com’s Customer Success organization working with clients spanning the mid-market to the Fortune 500. His background includes financial services at Royal Bank of Canada and entrepreneurial work as the co-founder of a successful online media startup in 2006. Jason is an Honours Bachelor of Commerce graduate from Queen’s University in Kingston, Ontario.
11:00 am - 12:30 pm: Panel: The Digital Advisor Journey
Hugh Terry
Founder and Editor, The Digital Insurer
Hugh is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies and providing business consulting. Hugh is an actuary by profession. The Digital Insurer, www.the-digital-insurer.com, is an online forum for professionals interested in the application and impact of technology on insurance business models. The forum contains strategic articles and case studies to help people in the insurance industry plan how to use digital technology and digital thinking in their own businesses. Hugh’s personal business objective is to help insurance companies create and execute innovative business development strategies. Central to this is anticipating and leveraging digital technologies that will have a profound impact on existing business models and open up new opportunities.
Director of Marketing, Nice (the “Instagram of China”) and Former Director of Marketing & Partnerships WeChat
Respected marketing executive Eric Tian recently joined Nice, where he leads marketing, public relations, sales, and trade for Nice, the most popular photo social app in China. Eric joined Nice from WeChat, where he led highly-visible marketing efforts and partnerships, including the NBA, LinkedIn, Coca-Cola, eBay, Chanel, Cisco, and the CCTV Lunar New Year’s Gala. Eric previously worked at Nike, where he led brand marketing for their basketball, Jordan, and training lines. He began his career with Li-Ning Sports Goods in Beijing before becoming a senior product manager at their office in Portland, USA.
Over 2+ decades of experience in Insurance domain across Asia, his expertise lies in successfully engaging with Insurers for their distribution transformation programs and digital initiatives. In recent years, he has championed various initiatives with the leading global insurers in Asia for Digital Distribution and Core Operational Process Transformations. He has an engineering degree and is a post-graduate in management (Marketing). As one of the Co-founder & Executive Directors of C2L BIZ, he is responsible for Sales & Marketing, Business Growth and Managing Customer Relationships. He is a speaker and thought leader in various industry fora and summits.
Senior Vice President and Managing Director, International Operations
이안 왓츠씨는 LIMRA LOMA의 아시아 , 라틴 아메리카, 아프리카, 중동 지역의 총괄 책임자 입니다. 2013년 LIMRA LOMA에 조인하기 전에 그는 ACE 생명 글로벌 COO를 역임하였고, AIG, AIA의 인도와 중국의 CEO 를 역임 하였고 영국, 중동, 라틴 아메리카에서 근무하였습니다.
11:15 am - 12:00 pm: Developing Top Agency Managers
Senior District Director
Marcus Wong has been a financial planner for AIA since 1997. He has won numerous management awards from GAMA including their prestigious Frontline Leader Award, International Management Award, Best Growth Award, and Master Agency Award. He is a life member of MDRT and a founder and Team Builder of a “Round Table Family”, with 4 districts, 300 agents, and an average of 30 Million US Dollars FYP per year.
Scott Bales thrives on the intersection between cultural and behavioral changed in the face of technology innovations. Previously Chief Mobile Officer for Moven, the world's first-ever digital everyday bank, he has successfully meshed his fascination with people and what motivates them, with a raw enthusiasm for technology.
Scott has worked with insurance and reinsurance companies on their innovation agendas, and understands the challenges our industry faces — especially in distribution. He recognizes that an insurer’s dependency on agency and bancassurance means they have only a second-tier relationship with policy holders. He knows that Google’s and WeChat’s recent acquisition of broker licenses means they plan to further disrupt insurance distribution. But out of challenge comes opportunity! Scott is on a mobile technology mission to transform mainstream thought processing around conventional business practices and help companies reengineer their products to better suit the Consumer of 2023.
Regional Director, Agency & Broker Distribution, Asia
What is the most effective way to grow a new agency to generate expected revenue? What types of modifications must be made to existing models to work in other markets? Join this session to hear firsthand how Ageas Insurance International has successfully entered into new markets, inclusive of the process they follow, notable challenges and surprises they have encountered along the way, and the lessons learned once everything was complete and they were able to review and reflect on the results.
This session will present a field perspective on the challenges and opportunities of developing top agency managers. Marcus Wong, a Senior District Director with a force of over 300 agents, will explain how he has built up a successful infrastructure to manage and coach his team to become premier agents. He will also identify how AIA has supported him from the home office to ensure he had the skills and tools that were necessary to build up such a successful career.
Ian Watts will discuss key differences between today’s GA and Managerial distribution systems, then explore: • Data trends for GA and Managerial systems • Changing regulations for agents to become independent • Elements of field management compensation • GA company practices
Regional Director, Digital Strategy and Solutions, Asia
This practical case study presentation will provide an inside look on how to successfully manage an omnichannel sales approach. Areas of discussion will include lead generation, revenue share models, and exactly how roboadvisors might fit into the future of sales. Attendees will leave with a better sense of how to manage a multi-channel approach, while still providing excellent customer service.
While bancassurance has steadily gained market share, challenges remain with sustaining productivity gains and deploying technology to help. As more customers prefer online and mobile, branch walk-in volume will continue to decline and banks must rethink their campaign design and execution strategies to ensure they are supplying the sales force with enough quality leads to. Against this backdrop, banks must also deal with the continuous challenges of recruitment, training and exceeding customer expectation. Join this session to understand why all these items make it more important than ever for banks and insurers must collaborate for the “velocity” needed gain a competitive edge.
This panel presentation will be a multi-perspective showcase of what insurers and banks are doing to develop and grow their advisors. Discussion items will include how to develop an MDRT culture, trustworthy selling techniques, and various training initiatives that can help advisors add value to their sales approach and excel in the areas of productivity, retention, case size, and professionalism.
Terry Cummings will join us
to discuss the impact of lifestyle trends on insurance risk and the opportunity
to engage customers and create shared value through insurer wellness
programmes. Terry will also discuss how insurers and distributors can leverage
technology and data to provide superior value to customers.
Staying on top of new regulations and regulatory trends is critical in determining how an organization can develop business and innovate. This session will consider where regulatory trends on distribution have headed and provide insights on what the future focus of regulators and lawmakers could be.
Gone are the days when simply providing policies was enough. The world has gone digital, and social and mobile technology has changed consumer expectations as well as how advisors must deal with them. This group of executives will share what they are doing to help advisors respond to these marketplace changes, inclusive of modifications to product design, implementing big data and relationship building tools, and ways in which advisors can use these new digital disruptions to drive customer centricity.
How will cognitive automation, gamification and Robo-Advisors impact the way the advisor of the future does business, and what does that mean to you and your company? This discussion will cover how FinTech innovation can be used to improve efficiency, effectiveness, and risk assessment to speed up the sales process and increase customer satisfaction.
2:30 pm - 3:30 pm
Social Selling: Growing sales with social media
3:30 pm - 3:45 pm
Closing
등록
Thank you for your interest in the LIMRA and LOMA Asia Distribution Conference. Due to high demand, we have run out of seats for the conference. Registration is now closed.
We look forward to seeing you at future conferences. Please contact Ms. Megan Schwartz if you have any questions at mschwartz@limra.com
Cancellation Policy
All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.
호텔/장소
로열 오키드 쉐라톤 호텔 & 타워 2 Charoen Krung Road Soi 30 Captain Bush Lane, Siphaya, Bangkok Bangkok 10500 Thailand 전화：+66 (2) 266 0123
2016년LIMRA-LOMA Asia Distribution Conference 에참석하는분들은아래의단체할인숙박요금으로호텔을예약할수있습니다:
일부 참가자는 태국 입국 시 비자가 필요할 수 있습니다. 여행을 준비하기 전에 현지 태국 대사관 또는 영사관에 문의하여 최신 정보를 확인하시기 바랍니다. 비자 발급용 초청장은 참가비를 납부한 등록자에게만 제공됩니다. 초청장을 요청하려면 LIMRA의 Megan Schwartz에게 이메일(mschwartz@limra.com)로 문의하십시오.
