Leading Disruptive Innovation in Financial Services – From Mobile Money to Peer-to-Peer Lending and beyond

Dr. 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.

During his 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”
  • Gain insight from real-world trailblazers both inside and outside of the financial services industry including Intuit, Square, Prosper, Bank of America, TD Bank, and others
  • Instantly apply new knowledge to real business issues or opportunities through interactive, facilitated group breakouts

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.

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

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

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

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.

Some financial services clients 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
  • And many others…

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

Tatyana Kanzaveli
Organizer, TEDx Bay Area / Silicon Valley

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.

Chuck Fagan
President & CEO, Credit Union Executives Society

For inquires about Soren’s speaking engagements, click here.