Event Theme

Embracing Disruption and Emerging Technologies in Financial Services

6th November 2018, New York

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The Future of Financial Services: The Winners and Losers

Most financial services firms are slowly going out of business – it’s just that many of them don’t realize it yet. Consumers are demanding more, and disrupters are entering the market to meet those demands. Technology is also changing, and disrupters are implementing emerging technologies much faster than traditional firms, as well as using technology to radically change consumer value and business models. You might not know what consumers will demand next, or what the next must-have emerging technology will be, but one thing is certain: the pace of change in the next 10 years will be of a magnitude that is far greater than the past 10 years.

We already see a gap emerging between the financial firms that are embracing these changes and those that continue doing things the same old way. The cracks are beginning to show: many firms don’t understand their customers’ needs and expectations – despite what they might think – and risk becoming ingredient brands or worse, going out of business.

Today’s strategies will not help you win tomorrow’s empowered, demanding consumers. Your customers crave personalized, tailored experiences – and digital technology is at the heart of their demand. Is your institution prepared to help customers achieve the outcomes they desire?

In this session, Forrester’s Principal Analyst Alyson Clarke will talk about the future of financial services, and who the winners and losers will be. She’ll also help you learn from leading firms around the world – how they are laying the groundwork today, and doing the hard work needed to transform the way they do business tomorrow. Plus, you’ll have the chance to share experiences with your industry peers to find out how they are tackling the challenge. Join us for what promises to be a fascinating evening of dinner and discussion.


6:00 – 6:30 pm – Welcome Reception & Cocktails
6:30 – 6:40 pm – Introduction from Master of Ceremonies
6:40 – 7:00 pm – Keynote Speaker
7:00 – 9:00 pm – Three-course dinner complemented with table discussion points
9:00 – 9:30 pm – Wrap up and closing remarks from Rackspace

Discussion Topics

  • What are your transformation goals?
  • Do you have formal transformation strategies? What initiatives are you activating on to reach your end-state?
  • What is your current level of maturity in regard to data or master data management, cloud provisioning, DevOps agility, innovation, process documentation or automation?
  • How do you balance risk, budget and innovation goals?
  • What skills and resource gaps do you have? What are you doing to overcome these challenges?
  • What other key factors are preventing you from achieving your transformation goals?

Keynote Speaker


Alyson Clarke, Principal Analyst

Alyson Clarke serves Digital Business Strategy Professionals. She is a highly skilled expert with extensive industry experience in both banking and wealth management. Alyson has global expertise, having previously worked at Forrester in the financial services vertical in our Sydney, London, and San Francisco offices. She is now based in New York and specializes in digital business transformation, creating digital and customer obsessed cultures, digital strategy, and innovation. She challenges established thinking and helps executives understand how to drive change and generate new business propositions that create value for customers and shareholders.

Alyson has more than 19 years of financial services industry experience, including senior positions with several of Australia’s leading banks and wealth management firms. She has practical experience in leading teams of people to drive results, influencing C-suite executives, and driving change across product development, sales strategy, brand, and marketing. Her previous roles include Director of Mass Affluent and more recently Head of Bank and Wealth Strategic Execution for Westpac; she was also the Head of Multi-Brand and Vice President of Product Development for a leading wealth management firm in Sydney.

Alyson has spoken at industry and company events in her Forrester and non-Forrester roles and is a well-regarded keynote speaker and industry commentator. She has also co-authored two books on superannuation and retirement for financial planners.

About Rackspace

Rackspace is a leading provider of IT as a service in today’s multi-cloud world. It delivers expert advice and integrated managed services to financial services organizations across applications, data, security and infrastructure, including public and private clouds and managed hosting. Rackspace partners with every leading technology provider, including Alibaba, AWS, Google, Microsoft, OpenStack, Oracle, SAP, and VMware. The company is uniquely positioned to provide unbiased expertise on which technologies will best serve each customer’s needs. Rackspace was named a leader in the 2018 Gartner Magic Quadrant for Public Cloud Infrastructure Managed Service Providers, Worldwide and has been honored by Fortune, Glassdoor and others as one of the best places to work. Based in San Antonio, Texas, Rackspace serves more than 140,000 business customers, including most of the Fortune 100, from data centers on five continents. Learn more at rackspace.com

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