Event Presentations

Lindsay Soergel, SVP, Channel Technologies Enterprise Information Systems, SunTrust Bank
Mobile Banking Reality Check

Michael Lindsey, SVP, Retail Banking Division, BancorpSouth
Mobile Banking Reality Check

Margaret Weichert, e-commerce/ATM Business Development and Planning Executive, Bank of America
How Web 2.0 Will Transform Banking

Anita Sands, Managing Director and Head of Transformation Management, Citi
How Web 2.0 Will Transform Banking

Peter Bladin, Director, Grameen Technology Center & Vice President, Grameen Foundation
The Underbanked: Big Risk or Bigger Opportunity?

Jennifer Tescher, Director, The Center for Financial Services Innovation (CFSI)
The Underbanked: Big Risk or Bigger Opportunity?

Doug McKibben, Research Vice President, Enterprise Risk, Gartner
Lessons from the Credit Crisis: Rethinking Risk

Douglas Dolton, Global CEO, Zopa
Keynote: Reinventing Financial Services




A combination of economic, demographic and cultural factors is making for uncertain times in banking. Bank executives find themselves facing some very real worries in terms of disintermediation and nontraditional competitive challenges. It's not just high-profile players such as Virgin Group or Google that are threatening the banking status quo with alternatives to traditional payments and lending offerings. Whether individual consumers or corporates, it's customers themselves — in both mature and emerging markets — enabled by technology, who are seeking alternatives and better ways to meet their financial needs.

Some institutions are starting to redefine their roles in the global financial services marketplace, innovating not only products and services but also the ways in which they interact with customers, the nature of their operations and processes, and the ways they staff and run their businesses. By taking advantage of emerging, interactive Web 2.0 technologies, sophisticated analytics and modeling tools, and new channels/platforms such as mobile, these forward-looking banks are determined to remain highly competitive and successful in the fast-moving, customized and risky marketplace of the 21st century. Those banks that do not respond to these challenges — and opportunities — are likely to be disintermediated (or merged) out of existence.

At Bank Systems & Technology's 3rd Annual Executive Summit, "Competing in a Borderless World," you will hear from the industry leaders who are forging a new kind of financial services industry. Senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers to brainstorm and learn about the technologies, trends and risks that are transforming banking.

  • Mobile Banking, Mobile Payments: Beyond the Hype
  • Mastering the Challenge of Identifying and Leveraging Customer Value
  • Competing for Talent: How Banks Can Win the Workforce Wars
  • Strategies for Avoiding Commoditization and Disintermediation
  • Global Opportunities and Risk: Emerging Markets, New Competitors


  • This exclusive, invitation-only networking event will provide focused networking and educational opportunities to bank CIOs/CTOs/line-of-business heads and other senior-level IT decision-makers, in an unmatched resort environment. The Executive Summit agenda combines conference/seminar presentations, scheduled recreation (golf, tours, etc.), and social events (receptions, 2008 "Best in Banking" Awards Ceremony).
    Registration Closed

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