台灣金融研訓院(教育訓練)台灣金融研訓院(教育訓練)

「澳洲FinTech探索之旅」海外考察團

舉辦目的

澳洲FinTech發展潛力不可小覷,這個向以礦產豐足聞名於世的黃金國度,矢志以高端科技深掘商業金礦,擴大金融市場版圖、讓經濟重新翻轉。在政府帶動下,澳洲成為全球率先採用免牌照、免審查「監理沙盒制度」的國家,讓新的金融創意得以在兼顧風控與效率的框架下,向商業化快速推進,除了確立監理規範,澳洲更積極推動系統整合,以NPP(New Payment Platform)做為跨政府、企業、銀行與消費者的支付平台,為各種創新的支付工具的發展與應用鋪路。政策給力再加上連結國際的生態圈網絡,發展潛力雄厚的澳洲已成為國際創投矚目的焦點,吸引來自各地的優秀FinTech創業家來此紮營、深根茁壯。

澳洲FinTech發展經驗值得台灣借鏡,台灣金融研訓院特別與澳洲辦事處聯手推出「澳洲FinTech探索之旅」,帶領台灣金融業者造訪澳洲金融之都-雪梨,與來自澳洲FinTech生態圈-主管機關、智庫、銀行、新創企業及加速器的先驅與決策領袖們,面對面交流,深入瞭解區塊鏈、人工智慧、大數據如何重新定義金融服務面貌與經營模式、金融業如何重整戰略、加速轉型腳步,在數位競爭中獨占鰲頭,誠摯邀請您一起加入我們的學習行列,享受澳洲FinTech之旅所帶來的豐富啟發!

合辦單位

台灣金融研訓院

協辦單位

澳洲辦事處

活動時間

2017年7月30日(週日)至8月6日(週日),為期8天5晚

活動地點

澳洲雪梨

參加對象

  • 各金控、銀行及保險公司之主管。
  • 銀行、證券、保險、投信投顧負責數位金融、財富管理業務、數位行銷部或相關經理管理人員。
  • 各金控、銀行及保險公司之海外分支機構代表及負責籌設海外業務之主管。
  • 各科技資訊公司之主管。
  • 各大專院校教職員及經濟、財金、風險管理與保險、資訊科技等相關系所教師。

活動安排

日期 時間 課程/活動安排(機構邀訪中)
7/30(日) 晚上 桃園/雪梨 CI051 23:00/10:15(暫訂)
7/31(一) 中午 抵達澳洲
8/1(二) 上午 專題演講:
  • Session One:Evolution of FinTech and RegTech
    Speaker: Prof. Ross Buckley, Scientia Professor, King & Wood Mallesons Chair of International Finance Law, University of New South Wales
  • Session Two: FinTech Regulation
    Speaker: Mr. Scott Farrell, Partner, King & Wood Mallesons (KWM)
下午 機構參訪1: FinTech Australia
  • Envision the future of FinTech eco-systems in Australia
  • Creating an enabling regulatory environment for the FinTech Industry
  • The AI-driven approaches to bolster customer experiences in investment areas
    Experts from stockspot
  • Lveraging the power of social network to multiply investment efficiency
    Experts from SelfWealth
8/2(三) 上午 機構參訪2: 澳洲國民銀行National Australia Bank(NAB)
  • How to differentiate in the new competition of corporate banking driven by technologies
  • Embracing the opportunity and challenges from the new business models driven by blockchain technologies
  • Best practices of agile management in bank in the midst of ever changing market environments
下午 機構參訪3: 澳洲聯邦銀行Commonwealth Bank (CBA)
  • How to differentiate in the new competition of consumer banking driven by technologies
  • Embracing the opportunity and challenges from the new business models driven by blockchain technologies
  • Tackling the challenges of organizational restructuring, talent development, and IT system transformation imperative to establish innovation-provoking working environments
8/3(四) 上午 機構參訪4: 澳洲帳聯網New payments platform Australia(NPP)
  • Integrated solutions acorss consumers, business, and government to facilitate secure and efficienct payment environments
  • The future of payment & banking for SME: “Next Generation Bank”
下午 機構參訪5: 澳洲證券交易所 Australian Stock Exchange (ASX)
  • Outlook of RegTech in promoting an efficient and sound regulatory environment for financial markets
  • Future of Blockchain technology in capital markets and the challenges down the road
晚上 Farewell Dinner金融同業交流晚宴
8/4(五) 上午 機構參訪6: Stone & Chalk
  • How does Stone & Chalk deliver on the mission to be the FinTech hub for Asia Pacific
    • -Building “Fintegration” between FinTechs, regulators, banks, VCs, and universities
    • -Incentivizing FinTech from around the world to develop roots in Australia
    • -Creating bridges among FinTech hubs around the world
      Experts from Stone & Chalk
  • How will the latest developments of data analytics fuel up new imagination for the future of banking and how should cybersecurity issues be addressed in a data-driven economy?
    Experts from DataRepublic
  • How can data visualization bring brilliant decisions in investments?
    Experts from SIMPLY WALL ST
8/5(六) 晚上 雪梨/桃園CI052 22:10/05:55(暫訂)
8/6(日) 上午 抵台
*主辦單位保留變更本活動內容、講座、講題、地點及時間安排等權利。

活動特色

預計參訪機構涵蓋澳洲國民銀行National Australia Bank (NAB)、澳洲聯邦銀行Commonwealth Bank of Australia (CBA)、帳聯網New Payments Platform (NPP)、澳洲證券交易所Australian Stock Exchange (ASX)、於亞太區享譽盛名的FinTech交流平台Stone & Chalk、推動政策革新的要角FinTech Australia,以及多家在智能理財、人工智慧、FinTech領域舉足輕重之新創事業,為您帶來全方位學習澳洲FinTech市場趨勢、洞察金融產業未來發展的最佳契機!

  • 數位金融法律領域意見領袖:King & Wood Mallesons (KWM)、University of New South Wales
  • 數位銀行先驅:澳洲國民銀行、澳洲聯邦銀行
  • 創新支付平台:帳聯網
  • 區塊鏈技術應用:澳洲證券交易所
  • 科技金融推動者:FinTech Australia、Stone & Chalk
  • 代表性新創企業:SelfWealth、stockspot等

機構介紹:

FinTech Australia

Founded in 10/2015, Australia’s FinTech industry association comprises over 70 startups, VC funds, hubs and accelerators that specialise in FinTech. It is advocating for better policy on behalf of its members, especially in Robo-Advice, RegTech, Open Data and Blockchain and it is feeding directly into policy makers and the Government.

澳洲國民銀行National Australia Bank(NAB)

The NAB has more than 35,000 people serving 10 million customers at more than 800 locations in Australia, New Zealand and around the world. The bank has built business on understanding our customers and supporting them. As Australia’s largest business bank, they work with small, medium and large businesses to help them start, run and grow, and is the leading pioneer in tech-driven corporate banking solutions. In 2008, NAB launched its digital bank Ubank. In 06/2016, NAB and the Australian telco Telstra partnered to launch Proquo, a digital business marketplace for small enterprises.

澳洲聯邦銀行Commonwealth Bank (CBA)

CBA is Australia’s leading provider of integrated financial services, including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and share-broking products and services. Over the decades, CBA has devoted to power new business innovations in banking with technologies. Given its relentless endeavors, it has become one of the best recognized brands in a variety of new explorations in FinTech, such as Blockchain, Mobile Payments.

澳洲帳聯網New payments platform Australia(NPP)

The New Payments Platform (NPP) is a major industry initiative to develop new infrastructure for Australian payments. It will provide Australian consumers, businesses and governments with a fast, versatile, data-rich payments system for making their everyday payments.

澳洲證券交易所 Australian Stock Exchange (ASX)

ASX is one of the world’s leading financial market exchanges, offering a full suite of services, including listings, trading, clearing and settlement, across a comprehensive range of asset classes. ASX is a world leader in raising capital, consistently ranking among the top five exchanges globally. The Exchange is also leading a global blockchain test in trading and has invested over US$22M for a 8.5% equity stake in Digital Asset Holdings (the US-based distributed ledger start-up).

Stone & Chalk

Stone & Chalk is an independent NGO aiming to be the leading Fintech hub in the Asia Pacific. It opened in 05/2015, with Amazon, American Express, Westpac, Oracle, Macquarie Group, and Woolworths as founding partners. It hosts 71 FinTech startups. In February,2016, Stone&Chalk announced Stone & Chalk's 12 week Fintech Asia program. Initiatives led by Stone & Chalk include: “Government as a Customer” (to help the government open up its procurement spend to startups at both State and Federal level) and the launch of the the CSIRO’s Data61 (a research network dedicated to Big Data and cybersecurity).

活動費用

(一) 參訓費用:
每位費用為新臺幣135,000元,包含:台北、雪梨機票、當地交通膳宿費、保險費、研習參訪費及澳洲電子簽證費用。(備註:雪梨住宿當地四星級以上酒店或同等級商務旅館) 。

(二) 證件辦理費用:
團費不包含換發護照及出國證件等相關費用;相關證件辦理可委由研訓院特約旅行社辦理。

(三) 升等費用:
交通膳宿以經濟艙及雙人房為標準安排,若欲升等單人房,加價25,000元;昇等商務艙則依開票時費用報價。

講座介紹

講座照片

Prof. Ross Buckley


Dr. Ross Buckley為雪梨新南威爾斯大學教授,專注於數位金融服務監管相關議題之研究。Dr. Buckley著作等身,曾出版多本有關於國際銀行法和全球貿易法之暢銷書籍,亦經常受邀為全球各國主管機關(包括:亞洲開發銀行和澳洲、印度、越南和美國等)提供數位金融發展政策建議,在數位金融政策與法律領域之專業成就備受推崇。

講座照片

Partner, Scott Farrell


Mr. Scott Farrell為King & Wood Mallesons (KWM)資深合夥人,擁有超過20年之金融法律諮詢服務經驗,服務客群遍及澳洲和亞洲地區金融機構、交易所、結算和支付系統,以及監管機構與政府,近年來,Mr. Farrell專注於新興科技金融相關法律議題(包括:區塊鏈商業應用之法律框架等),2016年他獲邀成為澳洲FinTech諮詢小組成員,領導政府及民間單位一起積極拓展金融科技之創新應用。

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