About Jonathan McPhail

Jonathan McPhail, A financial services technology and innovation specialist passionate about bringing to life the next generation of financial services enabled by AI. The next generation of financial services will leverage GenAI to tailor offerings, automate processes which will be made available directly at point of context, where and when they are needed, providing new value pools for platforms, marketplaces, tech enablers, and financial institutions. As the Industry Platform Lead for Financial Services in the UK for PwC, he is responsible for the identification, commercial model and functional design as well as delivery of packaged financial services solutions leveraging Alliance Partner technology to meet the business needs of clients. Jonathan McPhail works with their partners to solve their clients' complex problems and deliver repeatable, scalable solutions which provide value to the firm and their clients. Previously, Jonathan McPhail was Lead Client Partner for Banking as a Service in Europe for Finastra, responsible for driving Finastra's embedded finance strategy, business development, sales and marketing, and co-innovation with customers, technology alliances, and digital brands in the region. Earlier roles at Finastra included Solution Lead for Lending and Corporate Banking, covering all aspects of go-to-market strategy and execution. Leading relationships as a trusted partner to financial institution C-suite. Building partnerships with FinTechs and designing transformative corporate banking solution architecture. Before joining Finastra in 2009, he worked at Morgan Stanley, responsible for primary loan operations for Europe and APAC, liaising with business, legal, compliance, and treasury. Unique experience and skills across business development, industry, and technology, providing the ability to connect the dots to identify and deliver opportunity for innovative solutions in the industry. • Identification and execution of GenAI use cases for Financial Services • Embedded Finance and Banking as a Service • Alliance Partner relationships and proposition development • Go to market and business development • Digital customer engagement and experience design • Corporate Banking and Lending solution architecture • End-to-end lending solution architecture