| 8:15 |
Continental Breakfast, Registration And Opportunity To Network In The Solutions Zone |
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| 8:50 |
Welcome Remarks |
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Beth Kuntz
Executive Director
Net.Finance East |
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| 8:55 |
Chairperson’s Opening Address |
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Heather Brunner
our Senior Vice President of Worldwide Client Services
Bazaarvoice |
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| 9:10 |
JOINT PRESENTATION: Utilizing Mobile Technology To Facilitate Transactions And Access To Account Information For Your Customers |
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John B. Watkins
Senior Vice President, Online Services Director
Wachovia |
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Avi Pollock
Head, Applied Innovation
Royal Bank of Canada |
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- Examine the impact of mobile banking on marketing initiatives: what are the benefits and pitfalls?
- Determine how your clients use mobile banking: what services do they want?
- Measure the success of your mobile banking services based on ROI and customer engagement
- Discuss the future of mobile banking
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| 9:45 |
Integrating Social Media With Traditional Marketing Practices To Broaden Your Reach To Customers And Prospects |
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Eric Lucero
Vice President, Marketing Strategies
Umpqua Bank |
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- Determine the impact of social media: what are the competitive advantages and new business opportunities?
- Examine other non-traditional marketing strategies and leverage traditional banking services to expand your reach to prospects
- Demonstrate the success of social media to ensure management buy-in
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| 10:20 |
PANEL SESSION: Determining The Right Channel Mix Of Traditional And Innovative Marketing Strategies To Promote Customer Engagement |
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Denise Rossi Henn
Vice President and Senior Manager, eBusiness
PNC Bank |
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Alison Jones
Senior Vice President Marketing
Patelco Credit Union |
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Kevin Lynch
Senior Vice President eCommerce
1st Mariner Bank |
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Chris Jolley
Group Manager
Microsoft’s Financial Product Group |
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- Discuss how online channels work with offline channels – how to make the case that online channels are successful
- Develop or implement technology platforms/infrastructure to coordinate multiple marketing channels
- Form external partnerships with solutions providers to help manage new media with traditional
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| 11:00 |
Refreshment Break And Networking Opportunity In The Solutions Zone |
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| 11:25 |
The Evolving Role Of The Digital Channel And Social Media In Building Your Financial Services Business |
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Rowena Track
Senior Vice President
Web & e-Business Strategy & Solutions
TIAA-CREF Financial Services |
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- How to serve your customers online in a world that is becoming increasingly Digital and what does this mean to your high touch business model
- How to leverage Social Media and on line communities as a powerful engagement channel and build customer loyalty through distinctive on-line tools
- What role can Web 2.0 technologies play in building and scaling up your business
Where are we on the evolution scale of measuring the ROI of Web 2.0 technologies, Social Media and other Digital tactics
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| 12:00 |
Lunch For All Attendees |
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| 1:00 |
Panel: Forecasting The Future Of Online Consumer Security |
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Moderator: |
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Eric Appel
Senior Manager, Business Development
McAfee |
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Panelists: |
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Robert Weaver
Head of IT Security
ING DIRECT |
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John B. Watkins
Senior Vice President
Online Services Director
Wachovia |
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David Coffey
Senior Manager, Product Security
McAfee Avert Labs |
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- Sharing trends in security and its impact on long-term customer relationships
- Addressing challenges in communicating and implementing your security strategies
- Driving adoption and implementation together with your marketing and IT teams
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| 1:35 |
Phishing, Vishing And Smishing - Security In A Changing Networked World |
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Ted Josephson
First Vice President, Direct Banking and Operations
People's United Bank |
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- Exploring the Communication-Channel exploits being used against FI's
- Mobile Banking - just another way to give our money to bad guys?
- Can you sell Security to consumers and make money doing it?
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| 2:10 |
Driving Your Brand’s Strength To Add Value To Your Customers |
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Sharon Maddaloni
Business Leader, Global Digital Marketing
Mastercard Worldwide |
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- Examine consumer behavior to optimize your service offerings: how are your customers using your current services?
- Decide what your organization want to achieve and define your value proposition
- Benefit from behavioral disruption: how can you stand out amongst your competition?
- Cross selling and other business opportunities through customer engagement
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| 2:45 |
Refreshment Break And Networking Opportunity In The Solutions Zone |
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| 3:15 |
Innovating The Online World |
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Avi Pollock
Head of Strategic Innovation
Royal Bank of Canada |
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- What are the sandboxes we can play in that are low risk?
- Learning by testing, doing and trialing
- Outcomes: how are you and your customers reacting?
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| 3:50 |
Driving New Opportunities Through B2B Partnerships |
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Robert Koviak
CGO & EVP - Business Development
GlobeFunder Ventures, Inc. |
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- Implementing consistent technology to reduce loan origination and servicing costs to channel high net yields to investors seeking optimal return
- Leveraging existing brands and customers to maximize branding capabilities
- Driving down borrowing costs through competition and marketplace efficiencies: automated loan origination and servicing interface
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| 4:25 |
End Of Net.Finance East |
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