Program Agenda:
September 30, 2012
3:30 pm - 5:00 pm
Meet the Editors
Stop by to meet the BS&T editorial team, bring us up to date on your organization, and let us know about new initiatives and your thoughts about the hot topics in banking technology. Learn about BS&T content opportunities across all media channels.
Meet the Editors
Stop by to meet the BS&T editorial team, bring us up to date on your organization, and let us know about new initiatives and your thoughts about the hot topics in banking technology. Learn about BS&T content opportunities across all media channels.
3:30 pm - 8:30 pm
Registration
Registration
6:30 pm - 8:30 pm
Welcome Reception
Welcome Reception
October 1, 2012
6:30 am - 7:30 am
Breakfast
Breakfast
7:30 am - 7:45 am
Welcome/Introduction: Banking Redefined - Shaping a New Industry Model
Welcome/Introduction: Banking Redefined - Shaping a New Industry Model
7:45 am - 8:10 am
Reputation, Brand, Trust: How Can Banks Overcome the Barriers to Customer Engagement?
Today's consumers are more tech-savvy, engaged and selective than ever before. That trend, along with the continued fallout from the financial crisis and economic slowdown, highlights some of the challenges banks face today in rebuilding trust and gaining customer loyalty. It's not that they lack the tools that can help them gain insight into customer needs, behaviors and attitudes it's how they respond to that insight. How can banks combine sophisticated research, leading-edge technologies such as analytics and social media, and marketing savvy to win the hearts and minds of customers? Hear from a marketing authority how the competitive arena is changing.
Reputation, Brand, Trust: How Can Banks Overcome the Barriers to Customer Engagement?
Today's consumers are more tech-savvy, engaged and selective than ever before. That trend, along with the continued fallout from the financial crisis and economic slowdown, highlights some of the challenges banks face today in rebuilding trust and gaining customer loyalty. It's not that they lack the tools that can help them gain insight into customer needs, behaviors and attitudes it's how they respond to that insight. How can banks combine sophisticated research, leading-edge technologies such as analytics and social media, and marketing savvy to win the hearts and minds of customers? Hear from a marketing authority how the competitive arena is changing.
- Monitoring and measuring the customer experience developing the right metrics.
- Getting (and keeping) CEO/board buy-in.
- Delivering results that matter.
- Learning from voice-of-the-customer research.
- The rise of new C-level roles Chief Customer Officers, Chief Experience Officer, Chief Channel Officer, etc.
Speaker
Nancy J. Stephens, Ph.D., Associate Professor of Marketing and Faculty Director of the Services Leadership Institute, W. P. Carey School of Business, Arizona State University
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Nancy J. Stephens, Ph.D., Associate Professor of Marketing and Faculty Director of the Services Leadership Institute, W. P. Carey School of Business, Arizona State University
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8:10 am - 8:50 am
Big Data, Big Opportunities, Big Challenges
Big data, characterized by the dramatic growth in the volume of data (internally generated and from external sources) available to businesses, represents a significant opportunity for banks to master some of the most critical business challenges they are facing, including the need to improve risk management, developing and appropriately pricing new products and boosting customer retention. But digging through massive amounts of data to find the right information about customers, risks and markets also presents a great challenge to overextended IT organizations. What does it take to build a truly data-focused culture, and how are banks that have accomplished this leveraging big data to gain a true competitive advantage?
Big Data, Big Opportunities, Big Challenges
Big data, characterized by the dramatic growth in the volume of data (internally generated and from external sources) available to businesses, represents a significant opportunity for banks to master some of the most critical business challenges they are facing, including the need to improve risk management, developing and appropriately pricing new products and boosting customer retention. But digging through massive amounts of data to find the right information about customers, risks and markets also presents a great challenge to overextended IT organizations. What does it take to build a truly data-focused culture, and how are banks that have accomplished this leveraging big data to gain a true competitive advantage?
- Building an analytical workforce.
- Overcoming data - and organizational -- silos.
- The potential for open source in big data.
- Competing on data - eat or be eaten.
Speakers
Donald Morrison, Senior Vice President, Head - Banking & Capital Markets, MphasiS
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David Saul, Senior Vice President & Chief Scientist, State Street Corporation
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Donald Morrison, Senior Vice President, Head - Banking & Capital Markets, MphasiS
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David Saul, Senior Vice President & Chief Scientist, State Street Corporation
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8:50 am - 9:25 am
The Next-Generation of Online Banking: Creating a Great Experience
In today's interconnected, on-demand competitive environment, providing a positive multi-channel customer experience isn't discretionary - it's essential to regulatory compliance, market share growth and the strength of the brand. Banks that create a consistent experience across multiple channels - online, branch, mobile, call center -- can vastly improve the customer experience while boosting retention and revenue generation.
Banks that want to build market share, satisfy demanding customers and increase profitability have concentrated much of these efforts on the online channel. Hear about the key technologies that are transforming the ways banks interact with customers online -- what has changed over the past few years and why it has become imperative for banks to leverage new technologies to optimize their experience.
Hear how BBVA Compass is optimizing the online channel for competitive advantage with innovative initiatives in money movement including Simple Personal Payments, a P2P payment service that enables customers to send and receive personal payments, international payments enabling customers to move money between the US, Mexico and abroad as well as the integration of Personal Financial Management tools that help customers make better decisions about their financial life.
The Next-Generation of Online Banking: Creating a Great Experience
In today's interconnected, on-demand competitive environment, providing a positive multi-channel customer experience isn't discretionary - it's essential to regulatory compliance, market share growth and the strength of the brand. Banks that create a consistent experience across multiple channels - online, branch, mobile, call center -- can vastly improve the customer experience while boosting retention and revenue generation.
Banks that want to build market share, satisfy demanding customers and increase profitability have concentrated much of these efforts on the online channel. Hear about the key technologies that are transforming the ways banks interact with customers online -- what has changed over the past few years and why it has become imperative for banks to leverage new technologies to optimize their experience.
Hear how BBVA Compass is optimizing the online channel for competitive advantage with innovative initiatives in money movement including Simple Personal Payments, a P2P payment service that enables customers to send and receive personal payments, international payments enabling customers to move money between the US, Mexico and abroad as well as the integration of Personal Financial Management tools that help customers make better decisions about their financial life.
- Creating a consistent experience for online banking customers and across channels.
- Making a business case for investments in online.
- Infrastructure requirements to support next-generation online banking and enhanced customer experience.
Speakers
Andy Hernandez, Executive Vice President, Channels, BBVA Compass
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Bob Puccinelli, Director of Global Financial Services, Information Intelligence Group (IIG), EMC Corporation
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Andy Hernandez, Executive Vice President, Channels, BBVA Compass
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Bob Puccinelli, Director of Global Financial Services, Information Intelligence Group (IIG), EMC Corporation
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9:25 am - 10:00 am
How to Dominate in a Post-Channel World
Banking is moving beyond the multi-channel delivery model to a truly "post-channel" environment where the customer is central. That customer has high expectations for interactions that are smooth and effortless, regardless of the various touch points. Many banks, however, fall short when it comes to offering their customers a seamless, integrated channel experience. And for consumers conditioned to ease of use and convenience, that can be a deal-breaker. What will it take for banks to master the emerging post-channel world and what can they achieve when they get there? Find out where industry leaders are investing and how their multi-channel strategies are evolving.
How to Dominate in a Post-Channel World
Banking is moving beyond the multi-channel delivery model to a truly "post-channel" environment where the customer is central. That customer has high expectations for interactions that are smooth and effortless, regardless of the various touch points. Many banks, however, fall short when it comes to offering their customers a seamless, integrated channel experience. And for consumers conditioned to ease of use and convenience, that can be a deal-breaker. What will it take for banks to master the emerging post-channel world and what can they achieve when they get there? Find out where industry leaders are investing and how their multi-channel strategies are evolving.
- Identifying the right value-added services for fees.
- Integrating silos and resolving customer ownership turf battles.
- Realizing the promise of cross-selling (finally?).
- The impact of consumerization: tablets, social and collaboration.
Speakers
Jennifer Atkins, Senior Vice President and Head of Digital Sales and Marketing, Wells Fargo Bank
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David Schiff, Director, PricewaterhouseCoopers (PwC)
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Jennifer Atkins, Senior Vice President and Head of Digital Sales and Marketing, Wells Fargo Bank
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David Schiff, Director, PricewaterhouseCoopers (PwC)
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10:00 am - 10:15 am
Refreshment Break
Refreshment Break
10:15 am - 11:45 am
One-on-One Sponsor Meetings
One-on-One Sponsor Meetings
12:00 pm - 1:00 pm
Lunch
Lunch
1:00 pm - 6:00 pm
Networking & Recreational Activities
Networking & Recreational Activities
7:00 pm - 8:00 pm
Bank Systems & Technology's 2012 Elite 8 Awards Cocktail Reception
Bank Systems & Technology's 2012 Elite 8 Awards Cocktail Reception
8:00 pm - 10:30 pm
Bank Systems & Technology's 2012 Elite 8 Awards Ceremony & Dinner
Bank Systems & Technology's 2012 Elite 8 Awards Ceremony & Dinner
October 2, 2012
6:30 am - 7:30 am
Breakfast
Breakfast
7:30 am - 8:30 am
Strategic Issues Roundtables
Join with your peers to debate some of the most urgent issues in the banking industry today. In these informal discussion groups you will share war stories, make contacts, brainstorm and learn from other banking executives who share your concerns on key strategic and technology issues. Roundtable topics include:
Strategic Issues Roundtables
Join with your peers to debate some of the most urgent issues in the banking industry today. In these informal discussion groups you will share war stories, make contacts, brainstorm and learn from other banking executives who share your concerns on key strategic and technology issues. Roundtable topics include:
- Best Practices for a Successful Core Systems Modernization Initiative
- Redefining the Customer Experience in a Multi-Channel World
- The Next Generation of Mobile Banking
- What It Takes to Win in the New Payments Competitive Arena
- The Business Case for Cloud What Banks Need to Know
- Big Data Rewards and Risks
8:30 am - 9:15 am
What's In the Pipeline? Creating the Next Generation of Great Bank Technology
The days when a vendor could arbitrarily impose proprietary systems and product upgrades on its banking clients are long past. Today, the priority is on partnership and collaboration. Still, with the shift from internal development to packaged, hosted or outsourced solutions, banks are counting on technology solution providers to offer innovative high-performance systems that can provide a competitive advantage and a strong ROI. What is the vendor community doing to help financial institutions flourish in this demanding regulatory and economic environment? How are vendor/bank partnerships evolving? We'll ask some leading bank tech firms to pull back the curtains on their R&D and provide an exclusive view into what's in their product pipelines.
What's In the Pipeline? Creating the Next Generation of Great Bank Technology
The days when a vendor could arbitrarily impose proprietary systems and product upgrades on its banking clients are long past. Today, the priority is on partnership and collaboration. Still, with the shift from internal development to packaged, hosted or outsourced solutions, banks are counting on technology solution providers to offer innovative high-performance systems that can provide a competitive advantage and a strong ROI. What is the vendor community doing to help financial institutions flourish in this demanding regulatory and economic environment? How are vendor/bank partnerships evolving? We'll ask some leading bank tech firms to pull back the curtains on their R&D and provide an exclusive view into what's in their product pipelines.
- Update on RFPs what banks want from their vendors.
- New approaches to sourcing and IT partnerships creating the win-win.
- Key technology trends shaping bank technology.
- Players and projects to watch.
Speakers
Gwenn Bιzard, Co-Founder & Research Director, Aite Group
Katherine Burger, Editorial Director, Bank Systems & Technology
Greg MacSweeney, Editorial Director, InformationWeek Financial Services
Bryan Yurcan, Associate Editor, Bank Systems & Technology
Gwenn Bιzard, Co-Founder & Research Director, Aite Group
Katherine Burger, Editorial Director, Bank Systems & Technology
Greg MacSweeney, Editorial Director, InformationWeek Financial Services
Bryan Yurcan, Associate Editor, Bank Systems & Technology
9:15 am - 10:00 am
The CIO Redefined: Elite 8 Panel Discussion
It's not hyperbole to say that today every significant development in banking whether it has to do with growth, regulation, risk management or productivity -- involves technology. And leading these transformational initiatives is the CIO, who today must simultaneously be technologist, marketer, financial expert and coach. What do the visionary bankers represented among Bank Systems & Technology's 2012 Elite think the future of the industry will like and what are their strategies to enable their IT organizations to respond to these trends? What are the key technology developments that will reshape banking? In this interactive session, we ask current and past Elite 8 honorees to analyze the future of the banking IT organization, the role of the CIO, and the expectations of customers.
The CIO Redefined: Elite 8 Panel Discussion
It's not hyperbole to say that today every significant development in banking whether it has to do with growth, regulation, risk management or productivity -- involves technology. And leading these transformational initiatives is the CIO, who today must simultaneously be technologist, marketer, financial expert and coach. What do the visionary bankers represented among Bank Systems & Technology's 2012 Elite think the future of the industry will like and what are their strategies to enable their IT organizations to respond to these trends? What are the key technology developments that will reshape banking? In this interactive session, we ask current and past Elite 8 honorees to analyze the future of the banking IT organization, the role of the CIO, and the expectations of customers.
- New pressures on IT.
- Budget/IT investment forecasts.
- Hot technologies what's hype, what's reality?
- Preparing for new and non-traditional competition.
Panelists
Mike Redeker, CIO, ATB Financial
Angelo Valletta, SVP/CIO and Head of Bank Operations, Sun National Bank
Dominic Venturo, Chief Innovation Officer, Payment Services, U.S. Bank
Moderator
Katherine Burger, Editorial Director, Bank Systems & Technology
Mike Redeker, CIO, ATB Financial
Angelo Valletta, SVP/CIO and Head of Bank Operations, Sun National Bank
Dominic Venturo, Chief Innovation Officer, Payment Services, U.S. Bank
Moderator
Katherine Burger, Editorial Director, Bank Systems & Technology
10:00 am - 10:15 am
Refreshment Break
Refreshment Break
10:15 am - 11:45 am
One-on-One Sponsor Meetings
One-on-One Sponsor Meetings
12:00 pm - 6:00 pm
Networking & Recreational Activities
Networking & Recreational Activities
12:00 pm - 1:00 pm
Lunch
Lunch
7:00 pm - 10:00 pm
Closing Reception
Closing Reception
October 3, 2012
8:00 am - 10:00 am
Breakfast & Departures
Breakfast & Departures
Produced by:
Sponsors
Diamond Sponsor
Platinum Sponsor
Gold Sponsors
Simulcast Sponsor
Sponsorship Opportunities
For information on sponsorship opportunities contact Martha Schwartz, mschwartz@techweb.com or 212-600-3015.
General QuestionsFor registration or general questions contact Mitzi Trafton, mtrafton@techweb.com or 212-600-3137.
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