The Bank Systems & Technology Executive Summit
The Transformation Imperative
9/17/06 - 9/19/06
La Quinta Resort & Club - Palm Springs, CA
Register
Transformation and change are not new challenges for the banking industry, but the rate of change is accelerating dramatically. How can banks turn today's challenges into tomorrow's opportunities and successes? What kinds of skills, partners and insights do bankers need to help their institutions meet these challenges and achieve transformation?
At this exclusive, three-day, invitation-only summit, senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers to share ideas, explore growth opportunities, and gain understanding of the key technologies that can fuel and enable outstanding performance. The Executive Summit is comprised of conference sessions, one-on-one vendor meetings and networking-focused social activities.
9/17/06 - 9/19/06
Transformation and change are not new challenges for the banking industry, but the rate of change is accelerating dramatically. The impacts of change are similarly dramatic - whether this involves the size and scale of financial institutions, how they create and deliver products and services, or the laws and regulations they follow. In this environment, the executives who manage banks' IT organizations, operations, and key lines of business face tremendous challenges in terms of maximizing technology investments to drive growth and profitability. How can banks turn today's challenges into tomorrow's opportunities and successes? What kinds of skills, partners and insights do bankers need to help their institutions meet these challenges and achieve transformation?
At the inaugural Bank Systems & Technology Executive Summit, "The Transformation Imperative," senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers to share ideas, explore growth opportunities, and gain understanding of the key technologies that can fuel and enable outstanding performance.
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, a golf tournament and social events (receptions, Banking's Most Innovative CIOs Awards Ceremony).
Registration
Click here to registerBank Systems & Technology's 2006 Executive Summit is an exclusive, invitation-only event for senior level banking and technology executives who have technology decision-making and buying responsibilities.
Attendees will be required to attend up to six (6) pre-selected 30 minute meetings with Executive Summit sponsors. Attendees are defined as those who attend BS&T's Executive Summit with an intent (and an IT spending budget) to potentially buy/lease hardware/software/services, etc. from Summit sponsors.
As such, account representatives, consultants, business development personnel, analysts, and any other title without IT purchasing responsibility/influence within their organizations are not qualified as Executive Summit attendees and therefore should not complete the registration process.
All requests for invitations are reviewed and granted at the sole discretion of Bank Systems & Technology.
For information on registration, please email Jennifer Iannucci at jiannucci@cmp.com
Sponsorship
Bank Systems & Technology's 2006 Executive Summit brings together the industry's leading banking executives for an exclusive conference at one of the nation's top resorts.The Executive Summit is an exclusive, invitation-only event for senior level banking and technology executives who have technology decision-making and buying responsibilities.
The high-level, invitation-only event is comprised of conference sessions, one-on-one vendor meetings and networking-focused social activities.
Confirmed attendees, personally selected and approved by Bank Systems & Technology's Editorial Director, receive complimentary hotel accommodations as well as their choice of leisure activities throughout this multi-day event. For sponsors, the Executive Summit presents an extraordinary opportunity to network and interact with high-level banking executives.
Sponsors receive a 2 minute podcast on the event website (Podcast icon listed next to each sponsors logo and company description)
Contact a Bank Systems & Technology Account Director or Felissa Kaplan at fkaplan@cmp.com for pricing and additional custom sponsorship opportunities, including special advertising offer.
Venue
La Quinta Resort & Club49-499 Eisenhower Drive
La Quinta, CA 92253
1(800) 598-3828
www.laquintaresort.com
La Quinta Resort & Club is a legendary hideaway and meeting destination, renowned since 1926 for its charm and serenity. La Quinta Resort & Club features 90 holes of some of the country's best golf, including the famous TPC® Stadium Golf ® Course at PGA WEST® and the picturesque Mountain Course at La Quinta Resort.
Lodging
The Executive Summit is covering lodging for you and a guest (one sleeping room & tax) for the program nights of September 17, 18 and 19. If you will be arriving on or before September 17, 2006, or extending your stay beyond the 19th, we will facilitate your room reservation for you based on the check-in/check-out dates noted herein. You will need to provide credit card information to guarantee your room reservation(s) for nights outside of the program.
For questions about your reservation, please contact Diana Milbert (415) 947-6754
You and your guest will also get the opportunity to play in our Golf tournament on one of La Quinta Resort & Club's beautiful courses.
Locale
contacts
Registration Questions: banksystemsandtech@cmp.comSponsorship Opportunities Contacts:
Brett Ferry (781) 839-1208 Account Director, Northeast Region
Felissa Kaplan (212) 600-3171 Account Director, Southeast Region
Brian Keenan (312) 297-5031 Account Director, Mid-West Region
Michael McCaffery (212) 600-3008 Account Director, Metro NY Region
Sue Ellen Wohlers (415) 947-6146 Account Director, Western Region
Program Contact:
Peter McManus (212) 600-3095 Publisher
Kathy Burger (212) 600-3062 Editorial Director
Marketing Contact:
Jennifer Iannucci (212) 600-3104 Director of Events
Event Operations:
Diana Milbert (415) 947-6754 Event Operations Manager
Agenda
Sunday September 17
2:00 pm - 5:00 pm Summit Registration6:00 pm - 8:00 pm Welcome Reception
Monday September 18
7:00 am - 7:45 am Breakfast8:00 am - 8:45 am Identifying & Optimizing the High-Value Customer
As "organic growth" becomes the priority for banks, the ability to truly leverage customer relationships never has been more important. But while many institutions talk about cross-selling and retention, there has been much more rhetoric than reality. Technology advances in analytics, business intelligence and channel integration are creating new opportunities for banks to better define high-value customers and leverage those relationships, but what are true costs, challenges and measurements of success? Which institutions are most successful at leveraging customer information to drive cross-selling and market share growth - and what are the secrets of that success?
8:45 am - 9:30 am Building Competitive Advantage as an Integrated Bank
Banks, although still heavily regulated and paper- and process-bound, are transforming the ways they do business. Technology is enabling a new era of connectivity, where processes are handled electronically and employees, clients and partners are linked in ways that allow them to transact quickly, accurately, consistently and securely. Straight-through processing is no longer a buzzword, but a reality. What does it take - in terms of architecture, applications, policy and leadership - for a bank to become a truly connected, integrated enterprise and reap the benefits of end-to-end electronic processing of critical, core business functions?
Speakers:
9:30 am - 10:15 am Unlocking Value Via Regulatory Compliance
Regulation has long been a fact of life in financial services - but as the regulatory environment becomes increasingly complex, the costs involved in compliance also are growing. Is there a way for banks to become more strategic in their approaches to regulatory compliance - not only leveraging the required investments but also gaining valuable customer, financial and competitive insights? What role does IT play in making this happen?
10:15 am - 10:30 am Coffee Break
10:30 am - Noon One-on-One Sponsor Meetings
Noon - 1:00 pm Lunch
12:15 pm - 6:00 pm Golf Tournament, Spa Treatments
7:00 pm - 10:00 pm Banking's Most Innovative CIOs - Awards Reception/Dinner
Tuesday September 19
7:00 am - 7:45 am Breakfast8:00 am - 8:45 am Beyond the Bleeding Edge: How Emerging, Innovative Technologies Will Transform Banking
Bankers are embracing a more savvy, strategic attitude about emerging applications and tools that can bring measurable benefits in terms of efficiency, speed and insight. How are leading institutions making the business case for deployment of leading-edge technologies such as nanotechnology, RFID, GPS and converged communications, and what kinds of banking innovations are these initiatives enabling?
Speakers:
8:45 am - 9:30 am The Future of Payments
Who will be the winners and losers in an increasingly integrated payments world, and what will determine success - innovation, operational proficiency, or both? What kinds of payments models will dominate? Will banks lead the payments transformation or are they facing a form of disintermediation? Learn from leading payments players where they are placing their bets - in terms of channels/models, markets and partnerships.
Speakers:
9:30 am - 10:15 am Tomorrow's Customer: Who, Where & Why?
Banks are becoming increasingly adept of identifying and understanding today's customers - but what about the customers of tomorrow? To continue to meet aggressive revenue and growth projections, banks will have to take a new approach to maximizing wallet share - defining and preparing for future market, channel and customer opportunities. How will the needs, expectations and behaviors of tomorrow's banking customers change the banking business? What kinds of tools and methodologies can help financial institutions take this more predictive view of the customer - and where will those opportunities be found? Which institutions are best positioned to capitalize on these trends?
10:15 am - 10:30 am Coffee Break
10:30 am - Noon One-on-One Sponsor Meetings
Noon - 1:00 pm Lunch
Sponsors
SAS
As one of the most profitable and visible industries in the world, banking constantly deals with changing regulations, risk management and watchful, informed customers. Banks today no longer have the luxury of being reactive -- waiting for loyal customers to walk into the branch, deposit their money and walk out satisfied.
Globalization, competition, shrinking margins, increased accountability and spiraling debt all are forcing banks to reassess their strategies and invest more heavily in resources that will turn data into intelligent business decisions.
SAS(R) Banking Intelligence Solutions integrate, streamline and speed up processes that will put you on the fast track to increased ROI through enhanced risk management, improved customer profitability, better operational efficiency and more accurate performance measures.
With SAS software, banks have a differentiating commodity - the power to know how to transform data into a healthier return on equity.
podcast
ProfitStars™, a division of Jack Henry & Associates, Inc. (Nasdaq: JKHY), is a leading provider of best-of-breed products and services that are designed to improve the operating performance of financial institutions of all asset sizes and charters, and diverse corporate entities. These products and services include proven solutions for revenue and growth, risk mitigation and control, and cost control; and complement existing core information processing platforms. Additional information about ProfitStars and its offerings is available at www.manageforperformance.com or by calling 1-877-827-7101.
Metavante Corporation delivers banking and payments technologies to financial services firms and businesses worldwide. Metavante products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer health care payments, and electronic presentment and payment. Headquartered in Milwaukee, Metavante is wholly owned by Marshall & Ilsley Corporation (NYSE:MI).
Harland Financial Solutions supplies software and services to thousands of financial institutions of all sizes, offering its solutions in both an in-house and service bureau environment. The company's mission is to be the financial industry's leading supplier of comprehensive solutions that increase institutional performance. Harland Financial Solutions is a leader in core systems, item processing, payment processing, enterprise content management, financial accounting systems, open documents, origination and document solutions, risk management, customer relationship management, compliance training, branch automation, mortgage lending, and solution consulting. For more information about any of our solutions, please visit our Web site at www.harlandfinancialsolutions.com or call 800-989-9009.
Exstream Software helps leading financial organizations connect with their customers through higher quality, fully personalized communications delivered through multiple print and electronic channels.
Companies like American Express, KeyCorp, Fidelity Investments, HSBC, JPMorgan Chase, Merrill Lynch, Wachovia and Wells Fargo use Exstream's Dialogue enterprise personalization software to create, manage, and deliver personalized communications--from high-volume bank, brokerage, and credit card statements to interactively generated account opening materials, institutional reports, and client reviews.
Designed with an open architecture and robust functionality to connect with an enterprise's data sources, systems, and web infrastructure, Dialogue enterprise provides a single platform for designing, maintaining, and delivering coordinated and consistent customer communications, regardless of document type, variable content or delivery channel.
Using Dialogue, Exstream's customers get to market as much as 85 percent faster, reduce document production costs up to 80 percent, and improve customer satisfaction with clearer, more relevant communications.