Silu Modi

Vice President of Marketing
Macquarie Financial Services

Silu Modi is Head, Social Sales Centre of Excellence for RBC. For more than 15 years he has pioneered the digital strategy for some of Canada’s best-known financial services firms, including Invesco Trimark, where he led the eServices team to build the award-winning Trimark Advisor site. While at DundeeWealth, Silu’s leadership in eBusiness initiatives created “The best financial advisor site in North America,” according to Pyramid Research. In his previous role, Silu led Macquarie’s Canadian retail financial business units in developing their digital and social media strategy.

Silu was recently named one of North America's Top Ten Social Business Leaders for 2013 by "Infoweek".

Check out the incredible speaker line-up to see who will be joining Silu.

Download The Latest Agenda

2014 AGENDA: Day 2: Omni-Channel & Big Data Day

Monday, April 4th, 2016

16:15 PANEL: Realizing How To Use Models To Measure ROI On Projects Particularly If It Is Not Related To Sales Generation

What Are The Latest Methodologies To Convince Your CFO To Invest In Digital?
Given the large size of banks, robust enterprise solutions & technology costs get very high. Therefore the focus on ROI is very big. Every change requires significant investment & high security. The proposal approval cycle is tough & vigorous. With the huge rise in digital financial services offerings, there are some opportunities out there that you know are incredibly valuable to customers, but too complex and difficult to prove the return. So how do you build it anyway? This session will look at:
• Breaking down the criteria used to select projects to get them through the innovation funnel
• Understanding what goes into complicated financial models to prove long term ROI for a financial institution
• Getting to grips with new metrics including ROO (Return on Objective)
• Focusing in on what leadership is trying to affect - awareness, perception and consideration
• Discovering how to utilize scorecards, processes, analysts etc.to ensure return is delivered on these projects

16:55 Interactive Roundtable Discussions (Choose One)

This is your chance to be in a smaller, intimate group to discuss the
latest in mobile, disruptive technologies and organizational agility.
There will be 2x rotations for these roundtables.

1. How Does A Team Structure To Deliver A Faster, Better
Manner? Is It Agile Processing And Development? Can You
Deliver In That Method By More Of A Standard Project
Management Cycle?
Derrick R. Brooks, VP, Digital Solutions, Scottrade, Inc

2. A Multi-Channel, Omni-Channel Discussion: Optimize
Transactions And Establishing A Best Practice Approach To
Roadmap Planning Across Channels
Patrick Reetz, MD, Online and Mobile Banking US, BMO Harris
Bank

3. What Value Add Services Can Data Provide Us? How Can
We Translate Data In Revenue?
Sheri Taylor Gilchrist, VP, Director of Relationship Marketing, Eaton
Vance

4. Building The Business Case For Big Data Infrastructure
Investment
What’s The Tipping Point For It To Be Profitable? How Do You
Manipulate The Huge Amount Of Data To Translate It Into Useful
Information For The End User?
Senior Executive, To Be Announced

5. What Are The Latest Developments In Internal Collaborative
Tools To Boost Digital?
Dale Avery, AVP Enterprise Services, State Farm

6. What Emerging Social Media Channels Should You Be
Focused On?
Deborah Well, Director of E-Business, Harbor Capital Advisors

7. User-Centered Design
Jim Denton, VP Head of Experience Design, City National Bank

8. Meeting the Needs of the Omni-Channel Customers Through A Fragmented Environment of Delivery Systems
Jay Spahr, SVP, eCommerce, Salem Five

9. Shifting Brick & Mortar Establishments To Digital: How Do
You Overcome The Barriers?
Patrizio Spagnoletto, Head of Digital, Farmers Insurance

10. What Is Social Selling? Can Social Channels Actually Drive
Measurable Revenue?
Silu Modi, Head Social Sales COE, RBC