Financial Services Innovation

Mobile wallets. Peer-to-Peer lending. Bitcoin and Ethereum.  Soren Kaplan’s work with breakthrough innovation and disruptive change in financial services includes corporate and industry conference keynote presentations, leadership development programs, and strategy development with executive leadership from across the financial services industry. His keynote speaking and other projects span a wide range of financial services organizations including Barclays, Bank of Montreal, BB&T, Credit Union Executives Society, First National Bank of Omaha, Farm Credit Services of America, JP Morgan Chase, Merrill Lynch, PNC, PayPal, US Bank, Visa, Wells Fargo, and others.

Business Model Innovation Keynote Speaker

The Future of Financial  Services Innovation

During his financial services innovation keynotes, his audiences:

  • Learn about the different types of innovation – from incremental to disruptive
  • Obtain principles and practices for innovating products, services, process, and business models – with tips for innovating in “regulated industries” like financial services
  • Gain insight from real-world trailblazers both inside and outside of the financial services industry
  • Instantly apply new knowledge to real business issues or opportunities through interactive, facilitated group breakouts either face-to-face or virtually through Zoom

Whatever his clients call it — disruptive innovation, transformation, or breakthroughs — Dr. Kaplan demystifies the concept of innovation through engaging storytelling, humor, and concrete case studies from both inside and outside of financial services. He doesn’t stop there. Even more importantly, he provides specific strategies and approaches for creating new products, service lines, and business models as a way of successfully navigating the rapidly changing financial services landscape.

Soren customizes every keynote to his specific audience – since he’s an adamant believer that it’s only possible to truly connect to others when one has an understanding of their needs, challenges and passions. For inquires about Soren’s speaking engagements, including his experience working across specific areas and industries such as disruptive technology, healthcare, design, financial services, consumer products, manufacturing, food and beverage, media and entertainment, and others, click here.

Some previous presentations include:

  • Barclays
  • BB&T
  • First National Bank of Omaha
  • JP Morgan Chase
  • PNC
  • US Bank
  • Wells Fargo
  • Bank of Montreal
  • Credit Union Executives Society
  • Fram Credit Services of America
  • Merrill Lynch
  • PayPal
  • Visa
  • Amazon Prime Credit Card

What Clients Say

Rick Kuwayti
Managing Director & Head of Marketing, Bank of Montreal Capital Markets

Soren Kaplan has a unique ability to cut through the clutter and make complex issues and concepts easy to understand. His knowledge of how companies use innovation to gain competitive advantage is both eye-opening and practical.

Tatyana Kanzaveli
Organizer, TEDx Bay Area / Silicon Valley

Soren’s new spin on the popular topic of innovation kept the entire audience on the edge of their seats. His talk was amazing.

Teppo Paavola
Vice President & Head of Global Business Development, PayPal

Soren’s talk inspired our organization while providing both strategic and practical approaches for driving breakthroughs in the business and for our leadership.

Chuck Fagan
President & CEO, Credit Union Executives Society

Soren first keynoted our CEO conference and he was a huge hit with our executive audience. We liked his collaborative and customized approach so much that we brought him back to keynote our international conference with over 700 participants. And he hit another home run.