Complimentary Executive Roundtable
Achieving Customer Centricity in Retail Banking
Overview:
It takes more than mergers and cost-cutting for retail banks to achieve their financial goals - the key is leveraging customer relationships. But becoming a customer-centric institution - and maximizing the revenue opportunities that come along with that concept - requires institutions to make some dramatic changes in architecture, operational performance, and information management. What do retail banks need to do to increase wallet share of their customer bases and improve customer retention - and profits?
Discussion topics include:
- What does an architecture-focused approach to achieving customer-centricity entail?
- Operational excellence - where are the opportunities for automation and streamlined processes?
- How can banks leverage and maximize limited resources (staff, technology, etc.) to achieve customer-centricity?
- What does it take to accomplish intelligent, real-time cross-selling?
- How can financial institutions reduce time-to-market?
- What are the success factors to operating effectively in a multi-channel environment?
- What is the future of the branch?
"Register Now!! Seats are limited!!"
*all fields are mandatory
|
|
Agenda:
| 8-9 am | Continental Breakfast & Registration |
| 9-9:15 am | Introduction, Kathy Burger, Editorial Director of Bank Systems & Technology |
| 9:15-11 am | Open Discussion |
| 11-11:15 am | Closing Remarks & Event Wrap-up |
Date: Tuesday, October 24, 2006
The Four Seasons Hotel Toronto, 21 Avenue Road, Toronto, Ontario
Directions
 |
Kathy Burger,
Editorial Director of Bank Systems & Technology |
 |
Jacob Jegher,
Senior Analyst, Banking Group, Celent |
 |
Peter Tebbenhoff,
Product Marketing Director, TIBCO Software Inc. |
|
