Market leading financial services firms BlackRock and Lloyd’s Bank discuss how digitalization is impacting traditional financial services businesses. Specifically, Frank will discuss BlackRock’s recent acquisition of online investment advisor, FutureAdvisor, and Claire will highlight Lloyd’s implementation of technology within traditional banking services.
Claire Calmejane, Director of Innovation, Lloyds Banking Group, London Calmejane is charged with harnessing digital innovations and disruptions to best suit Lloyds’ 22 million customers and 80,000 employees. The computer engineer joined the bank in October 2012 as head of digital delivery and became head of the digital centre of excellence, innovation and partnerships in 2014, helping to devise a strategy to digitise a large corporate bank. As director of innovation, she was instrumental in building the innovation function, LBG Innovation Labs, and the digital people strategy. French-born Calmejane is the only women in the FinTech 40 Europe and a board member and mentor at startupbootcamp FinTech, having helped to drive Lloyds’ backing of the accelerator programme. Before joining the bank, she worked in the London office of Capgemini Consulting and has served as a visiting scientist at the MIT Center for Digital Business in Boston.
Frank Porcelli, Chairman of BlackRock Wealth Advisory, US Frank Porcelli, Managing Director, is Chairman of BlackRock's Wealth Advisory US business, focused on critical strategic priorities including developing emerging channels and senior client relationships. For the past 10 years, Mr. Porcelli was Head of US Wealth Advisory and the architect of the firm's retail business strategy. Under his leadership, the US Wealth Advisory business grew to $1 trillion in assets broadly diversified across channels and product types. The US Wealth Advisory group is responsible for the strategy and execution of BlackRock's sales of products and services through intermediaries as well as sub advisory relationships. Mr. Porcelli's service with the firm dates back to 2005, including his time with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he served as Chief Operating Officer for MLIM Americas. Prior to joining MLIM, Mr. Porcelli was managing director of institutional sales and consultant relations at Putnam Investments. He previously was director of corporate asset management services with Goldman Sachs. From 1988 to 1997, Mr. Porcelli held various senior leadership roles with Smith Barney, including director of retirement services, head of unit investment trusts, chief operating officer of Smith Barney Mutual Funds and manager of strategic planning. Mr. Porcelli earned a BA degree from Pace University in 1984.
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