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.
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
Ranked as one of the world’s top strategic consultants by Business Insider, Dr. Kaplan shares what works (and doesn’t) from his decades of experience leading initiatives with top companies and brands.
From Corporate meetings & events to conferences and trade shows, Dr. Kaplan inspires, energizes, and motivates action.
In addition to his hands-on experience, Soren leads executive development programs in business model innovation for senior leaders globally through USC’s Center for Effective Organizations, Copenhagen Business School, Melbourne Business School in Australia, Tias Nimbas Business School in The Netherlands, and for many others. He also advises and consults to companies including Cisco, Disney, Visa, Colgate-Palmolive, Red Bull, Medtronic, Roche, SK Telecom (South Korea), Kaiser Permanente, Medtronic, and many others.
Having previously led the strategy and innovation consulting group at Hewlett-Packard (HP) and as the founder and advisor of several start-ups including Praxie.com, Soren understands the practical challenges involved in creating and leading “disruptive” new business models. He has presented to dozens of corporations, conferences, associations, universities, and nonprofits and is a widely recognized expert in business strategy, disruptive innovation, and organizational culture.
Some previous presentations include:
Soren’s engaging and motivational speaking style leads his audiences through a journey of exploration and discovery to insight and practical application, ensuring that everyone walks away energized and motivated – and with a sense of actionable direction.
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 thinking, financial services, consumer products, manufacturing, food and beverage, media and entertainment, and others, click here.
What Clients Say
CEO, American Nurses Association
Dr. Loressa Cole
Soren delivers deep insight into how we show up and perform at work, in our relationships, and life itself.
Senior Vice President, Talent Leaning and Insights, 3M
Kathryn J. Coleman, Ph.D
Dr. Kaplan provides keen insights into how the experiences we have form our current mindsets and an approach for how to gain self-awareness into your unique assets to foster both personal and professional growth.
Chief Marketing Officer of Australia & New Zealand, Accenture
Carrie Smith
Soren’s concept of Experiential Intelligence is the new imperative for unlocking the peak potential of individuals, teams, and organizations.
Vice President, Talent & Development, Amazon Web Services
Michael J. Arena
Soren provides a long overdue blueprint to more intentionally access the mindsets, abilities, and know-how gained from your unique life experience.
Chief Technology Officer, Colgate-Palmolive
Pat Verduin, Ph.D.
Soren uses powerful storytelling to take us on a journey to deeply understand our experiences and teach us how to maximize the impact they have on our leadership and business success.
President & CEO, Ascension Regional Health System
Dr. Stephanie Duggan
Soren knows what it takes to be successful in our rapid paced and constantly changing environment and redefines what all leaders and organizations need to build as competencies for the future.
Vice President of Philanthropy, United Nations Foundation
Valencia Bembry
Soren helps leaders unlock their hidden strengths and those of their teams to drive transformative outcomes.
Group Vice President, HCA Healthcare
Juan Sanchez
Soren artfully blends concrete research with compelling storytelling to clearly show what leads to higher performance as a leader and for your organization.
Head of Change and Transformation, Cigna
Rachael Orleans
Soren reveals how to create a culture of empowerment and innovation that enables true sustainable growth and engagement.
CEO, Best Practices Institute
Louis Carter
Soren’s book, Experiential Intelligence, is a major game-changer for the field of transforming organizations.
Senior Vice President & Head of Global Talent Development, NBCUniversal
Rebecca Romano
Culture is the key to innovation, and Soren helps leaders assess, frame, and create a sustainable environment for both innovation and growth.
Kevin Martin
Chief Operating Officer, KQED Public Television & Radio, San Francisco
Soren helped our leadership team assess, design, and build an action plan for further embedding innovation into our culture.
President of Gatorade
Sarah Robb O’Hagan
Soren shows that leaders who look inward to challenge the status quo will be on track to truly change the game.
Co-Founder of OpenTable
Glenn Allen
Soren delivers new principles and tools that anyone can apply to their business. He provides the new guide for entrepreneurs and leaders in today’s environment.
Director, Global Innovation Center of Excellence, Hershey’s
Deborah Arcoleo
Soren outlines exactly the right principles for creating an organizational mindset that challenges orthodoxies, and seeks out and learns from surprises.
Chief Learning Officer, ASAE: The Center for Association Leadership
Anne Blouin, CAE
Soren reveals strategies for engaging people in the type of experiential learning that challenges assumptions and leads to breakthroughs.