Online Workshops

Insurtech workshop - The insurance industry in the technological age - Trends, opportunities and challenges

כנס בנושא: אינשורטק –ענף הביטוח בעידן הטכנולוגי -מגמות, הזדמנויות ואתגרים

01.Prof. Dudi Gershon, Founder of the Gershon Fintech Center, opening remarks

01. פרופ' דודי גרשון מייסד מרכז הפינטק, דברי פתיחה

02. Dr. Erel Margalit, founder of the JVP Foundation. Opportunities and Challenges for Israeli Insurtech Companies Abroad

02. אראל מרגלית, מייסד קרן JVP. 

הזדמנויות ואתגרים לחברות אינשורטק ישראליות בחו"ל 

03. Main speaker: Dr. Moshe Bareket, The supervisor of the Capital Market, Insurance, and Savings Authority. Regulatory aspects of insurtech in Israel.

03. דובר ראשי: דר' משה ברקת, הממונה על רשות שוק ההון, הביטוח והחיסכון

התייחסות רגולטורית לתחום האינשורטק בישראל

04. Koby Haber, CEO of Direct Insurance: Challenges for insurance companies in the technological era and opportunities for insurtech startups to work with established insurance companies

04. קובי הבר, מנכ"ל ביטוח ישיר 

אתגרים לחברות ביטוח בעידן הטכנולוגי והזדמנויות לחברות אינשורטק לעבוד עם חברות ביטוח מבוססות

05. Moshe Tamir, founder of MT Ventures, formerly, head of innovation at Generali. Technological success areas for Insurtech companies

05. משה תמיר, מייסד MT Ventures, לשעבר ראש תחום חדשנות בג'נרלי

תחומי הצלחה טכנולוגיים לחברות אינשורטק

06. David Shapiro, co-founder of Planck. Using Data Science and Artificial Intelligence in Underwriting

06. דייויד שפירא, ממייסדי Planck

שימוש בדאטה סיינס ובינה מלאכותית בחיתום ביטוחים 

07. Yair Smith, Vice President of Strategy and Business Development, Sapiens. What insurance companies look for in startups: Lessons from a global insurance company

07. יאיר סמיט, סמנכ"ל אסטרטגיה ופיתוח עסקי Sapiens

מה חברות ביטוח מחפשות בסטארטאפים: לקחים מחברת ביטוח גלובלית

08. Muki Schneidman, Chairman and Owner of Direct Insurance. Where is the world of insurance going to? Interviewed by Prof. Gershon

08. הרצאת הנושא: מוקי שניידמן, יו"ר ובעלים של ביטוח ישיר. לאן הולך עולם הביטוח? מראיין פרופ' דודי גרשון

09. Yifat Oron, CEO of Leumi Tech. Acting in an environment of rapid technological change: The lesson that insurance companies can learn from banks

09. יפעת אורון, מנכ"לית לאומי-טק

פעילות בסביבה של שינויים טכנולוגיים מהירים: הלקח שחברות הביטוח יכולות ללמוד מהבנקים

10. Avi Wiesel, Ecosystem Manager for IBM startups. Future technologies in the insurance world

10. אבי ויזל, מנהל אקו-סיסטם לקידום סטארטאפים ב- IBM

טכנולוגיות עתידיות בעולם הביטוח  

Professor Dudi Gershon, The Founder of the Gershon Fintech Center. Insurtech workshop closing remarks.

פרופ' דודי גרשון דברי סיום

Professor Zvi Wiener, The Jerusalem School of Business Dean. Closing Remarks

פרופ' צבי וינר דברי סיום

Regulation in Fintech: The Gateway to Innovation in the Financial World

1. Opening Remarks by Prof. David (Dudi) Gershon

2. Prof. Roger Stein, The Stern School of Business, NYU: AI and Big Data and Fintech: Governance, Constraints and Opportunities

3. Prof. Daniel Schydlowsky, The David Rockefeller Center, Harvard University: FinTech Regulatory Issues on the International Horizon

4. Panel: The Regulatory Perspective in the FinTech era and its Impact on Modernization in Financial Services

Moderator: Eitan Avriel, Main Editor of TheMarker magazine
Panel participants: Joel Baris (Former Ministry of Finance legal advisor, Head of "Baris Team" for financial services regulation), Ori Altalat (The Bank of Israel), Ofira Eliav (Fintech Center)

5. Elad Cohen, Director of Licensing Department, Capital Market, Insurance and Saving Authority: Competition in Banking Services from Financial-Technological Services Suppliers

6. Danny Hahiashvili, Head of Technology and Innovation at Bank of Israel: Open Banking and Technological Competition in the Banking Services

7. Panel: Startups Companies in the Entangled Financial Regulation

Moderator: Eitan Avriel, Main Editor of TheMarker magazine
Panel participants: Ron Finberg (Cappitech), Uri Bornstein (Whitestream), Oleg Golobrodsky (Fincom), Youval Rouach (Bits of Gold), Eran Noam (Shield Financial Compliance), Ayal Leibowitz (Modelity), Ran Gazit (Self Rating), Gershon Broshi (Bizibox)

8. Sara Kendler, legal counsel, Israel Securities Authority: Technological Innovation in the Capital Market: Challenges and Opportunities

9. Elad Wieder, Head of the International Department at the Israel Money Laundering and Terror Financing Prohibition Authority: Innovation and Suspiciousness: Technological Progress and Money Laundering and Terror Financing Prohibition

Closing remarks: Joel Baris (Adv)

Sales and Marketing Techniques of Financial products and Services

Mini Course 1: Sales and Marketing Techniques of Financial products and Services. 

The course includes eight lectures of about 30 minutes each. The first four lectures focus on sales to businesses (B2B), the fifth lecture focus on sales to small business and the remaining three lectures focus on sales to consumers (B2C).

Lecture 1: Prof. David Gershon: Sales and Marketing Techniques from the Founder of SuperDerivatives

"Marketing starts when you identify your target audience, and relevant communities."

Prof. David Gershon

 

Prof. Gershon is a 25-year veteran of the FinTech industry who founded SuperDerivatives, one of the most influential FinTech companies in the financial derivatives sector. After Selling his company in 2014 Prof. Gershon joined the Hebrew University and engaged in his new mission to assist FinTech companies in growing their business and the FinTech industry in Israel to reach a larger scale. For this purpose, he established the Gershon FinTech center at the Hebrew University.

Prior to SuperDerivetives Gershon worked as an option trader on Wall Street and in the City of London and his last role was global head of options for Barclays capital.

Lecture 2: Reuven Ben Menachem: Sales and Marketing Techniques from the Founder of Fundtech

"The challenge in marketing is to find the real motivation of your potential client, does he have an opportunity to use the product you want to sell him."

Reuven Ben Menachem

 

Reuven Ben Menachem founded Fundtech in 1991, a leading global provider of software to the financial services sector and was the CEO until 2011. He led Fundtech to a very successful IPO in 1998 and raised $100 million in a secondary offering in 1999. Fundtech was sold in 2011 to GTCR -a Chicago-based private equity firm.

Prior to Fundtech Ben Menachem was a Technical Director and Product Manager at Logic Data Architects and a Director of Banking Systems at Manof Communications Systems.

Mr. Ben Menachem studied for a B.A. in Business at Haifa University.

Lecture 3: Yuval Tal: Sales and Marketing Techniques from the Founder of Payoneer

"Fintech companies who touch the money tend to grow bigger than those who only service those who touch the money. Leadership within a niche have a huge premium."

Yuval Tal

 

Yuval Tal is the founder, President and board member of Payoneer, one of the most successful B2B cross-border payment platforms. Before founding Payoneer in 2005, Tal co-founded Borderfree (NASDAQ: BRDR), and was its CEO from 1999-2005. Borderfree is a provider of services that expedite cross-border ecommerce and payments for many large online and offline retailers.  Tal previously served as vice president of business development for RADWARE (NASDAQ: RDWR). He is a member of YPO and an angel investor in number of start-ups in the payment space, including ZooZ and TravelersBox.

Tal is a member of Harvard Business School plan for managers. Tal holds a B.Sc. in Mechanical Engineering and a M.Sc. in Biomedical Engineering, with minor in business administration, from Tel Aviv University

Lecture 4: Haim Pinto: Sales and Marketing Techniques from the CTO of Poalim Bank

“Fintech Startups should offer the traditional financial industry only amazing, special, innovative and different product with real value to them. It’s not about a cheaper solution to an existing financial product.”

Haim Pinto

 

Haim joined Bank Hapoalim, Israel's largest bank, in 2016 after spending 12 years in New York working in the financial services industry. He is currently the CTO of the bank , leading a highly skilled team of technology evangelists focused on disruptive technologies. In his role Haim is also responsible of leading the banks interface with Fintech oriented startups and technology firms while developing new business modules and exploring future revenue streams. Haim's group is forming strategic partnerships with relevant institutions such as financial firms, investment firms, higher education establishments and large scale domestic and international companies. As CTO , Haim is has a key role in shaping and leading the creation of the future banking experience in Israel and defining the banks future state.


Haim has over 25 years of experience in technical in support of designing, architecting and the delivery of solutions to address business needs and is a renowned player in the start-up space. 
Prior to joining Bank Hapoalim, Haim worked for Morgan Stanley in New York where he served as the global head of Client Experience. Haim was responsible for leading the firm’s strategy and vision for client experience, Unified Communication and Collaboration (UCC), Mobility, BYOD, Social enablement, customer digital engagement and disruptive innovation in client related technologies. 
Prior to Morgan Stanley, Haim held senior technology roles with Cisco systems and Avaya, including heading solution architecture for Avaya Israel.  

Lecture 5: Nir Klar: Sales and Marketing Techniques from the Cofounder of BlueVine

“Become independent in your core business. Maintain diverse distribution channels and partners. Invest in scale and adequate infrastructure.”

Nir Klar 

 

Nir Klar co-founded of BlueVine Capital in 2013, a leading lending platform for small businesses that operates in the USA and has already funded more than $700 million in working capital through its pioneering online platform. A technology innovation leader with 20 years of experience, Nir has expertise in building large scale, web and mobile platforms and products. Prior to co-founding BlueVine, Nir was CTO for Planet SOHO and Founder CTO of Media Layers. Nir received his BSc. in Computer Science from the Israel Institute of Technology and his MBA from Tel-Aviv university. 

Lecture 6: Ronen Assia: Sales and Marketing Techniques from the Cofounder of eToro

“Don’t’ be afraid to make dramatic changes in your product due to changes in the market. Embrace change but keep your big vision to reach the long-term success.”

Ronen Assia

 

Ronen Asia founded eToro – a world leading social trading and investment platform - together with Yoni Assia in 2007. The award-winning platform connects a community of 9 million users with expertise in investing in traditional asset classes like stocks, commodities, currencies and indices through to cryptocurrencies.

For more than 20 years, Ronen has been merging technology and design to create products that perform across multiple platforms. Prior to co-founding eToro, Ronen designed medical devices, household appliances, and desktop and web applications. Ronen oversees products and engineering at eToro. He holds a BA in Industrial Design from Bezalel Academy of Arts and Design, and an MA in Product Design from the Royal College of Art in London.

Lecture 7: Yael Wissner-Levy: Sales and Marketing Techniques from the Head of Content and Communications for Lemonade

“Our story is not only our service. It has a social goal that has made it easier to share via social networks. We have made educational content that could go viral.”

Yael Wissner-Levy

 

Yael Wissner-Levy is the Head of Content and Communications for Lemonade, a fast growing full-stack insurance company powered by artificial intelligence and behavioral economics, and driven by social good. Lemonade, backed by SoftBank, Sequoia, and others, offers renters and homeowners insurance in the US and aims to set foot globally in 2018. Previously, Yael was a speechwriter and communications consultant for political and business leaders, having written for heads of state, CEOs of multibillion dollar corporations, and non-governmental organizations. She holds a MSc from the London School of Economics.

Lecture 8: Nir Orren: Sales and Marketing Techniques from the Head of Business Sector at Facebook Israel

“Startup companies need to find their audience and tell them their story. There are three important components: Building trust, Simplicity and do it in a “sexy” way. Focus on people and solving their problems rather than about technology.”  

Nir Orren

 

Nir Orren is the Head of Business Sector at Facebook Israel. He joined Facebook Israel in 2015 to lead Facebook’s professional business sector and oversee a few of the fastest growing industries in Israel, including FinTech, Marketplaces and Aggregators. Nir has more than 15 years of experience with Digital Marketing, Media and Innovation. Prior to Facebook, Nir was VP Growth at eToro, the very successful Social Trading Network, and before that he held various senior marketing roles in leading digital native businesses such as Shaker, Metacafe, and 888.