NetFinance Interactive 2015 (past event)
December 01 - 03, 2015
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It’s All About Experiences: How To Be High-Tech And High-Touch
08:15 - 08:45 Continental Breakfast & Registration
It’s the home-stretch to all that you have learned at NetFinance Interactive. Power up with a hearty breakfast!
08:45 - 08:50 Welcome Remarks
08:50 - 09:00 Chairperson’s Opening Address
09:00 - 09:20 Build High Buzz Content Marketing In A Low-Interest Category
Your role in the finance environment has changed: you need to use your left and right brain, balance art and science, and be a creative while also being a scientist. And let’s not forget, you need to sell your product, but with a soft touch. The executives on this panel explore how they have adjusted their mindsets internally to enable the marketer to be a data scientist by:
•Forgetting the pretty: conducting A/B testing to understand what online content is grabbing users’ attention
•How personal is too personal? Straddling the “creepy yet accurate” line of curated selling based on CRM
•Attribution marketing models: planning your best plan of attack and breaking down information to relay to teams to sell financial products
•Experimenting with blending of content and commerce—your content moving consumers around the site to discover more product
Helen Loh
Senior Vice President of Owned Media Content and Digital MarketingThe Charles Schwab Corporation
09:20 - 09:50 Panel Discussion: Making The Marketer A Data Scientist, And The Data Scientist A Product Specialist
Your role in the finance environment has changed: you need to use your left and right brain, balance art and science, and be a creative while also being a scientist. And let’s not forget, you need to sell your product, but with a soft touch. The executives on this panel explore how they have adjusted their mindsets internally to enable the marketer to be a data scientist by:
•Forgetting the pretty: conducting A/B testing to understand what online content is grabbing users’ attention
•How personal is too personal? Straddling the “creepy yet accurate” line of curated selling based on CRM
•Attribution marketing models: planning your best plan of attack and breaking down information to relay to teams to sell financial products
•Experimenting with blending of content and commerce—your content moving consumers around the site to discover more product
09:50 - 10:00 Simplifying Digital Account Enrollment
Modern consumers expect a frictionless, easy new account enrollment experience. Whether in-person, online, or via call center, consumers want a simple and safe sign-up process. At the same time, enterprises need to maximize new account enrollments without introducing additional risk. As consumer expectations increase, is your business providing a simple and seamless customer experience?
In this session we will cover:
• Managing the shift to digital account enrollment while mitigating fraud risk
• Providing a seamless consumer experience by eliminating friction
• Addressing a prevalent problem - low application and enrollment completion rates, particularly in the mobile channel
In this session we will cover:
• Managing the shift to digital account enrollment while mitigating fraud risk
• Providing a seamless consumer experience by eliminating friction
• Addressing a prevalent problem - low application and enrollment completion rates, particularly in the mobile channel
10:00 - 10:20 Marketing Attribution Success At Nationwide: An Insider’s Perspective
Marketing attribution offers a way to quantify influences and synergies across channels, strategies and tactics, as well as identify specific changes that can be made to your marketing mix to dramatically increase the performance of your entire marketing ecosystem. Jamie Byrum, Director, Promotional & Digital Analytics, Nationwide, along Manu Mathew, CEO of marketing attribution provider Visual IQ, will discuss the following topics regarding their marketing attribution engagement:
• Nationwide’s marketing analytics goals
• Implementing attribution
• Insights, optimizations & results
• Organizational changes
• Attribution’s future at Nationwide
10:20 - 10:50 Morning Refreshment & Networking Break
This is your last chance to shake hands and swap business cards…make it count!
10:50 - 11:10 Wearables: No Longer A Thing Of The Future
This past Spring, Banco Popular became the first financial institution in Puerto Rico to make an Apple Watch app available. 60% of visits to its “Mi Banco Online” platform are done through mobile devices, representing 7.2 million monthly visits; the integration of ‘Mi Banco Móvil’ in the Apple Watch means accessibility and convenience for the more than 525,000 customers already using ‘Mi Banco Online.’ Rachid Molinary presents what you need to know to launch your wearables app:
•Testing the wearable experience before your firm gets behind on innovation
•Deciphering which products are imperative to feature on wearable screens
•Making banking and payments more convenient for the user, building a great user experience
•Building an internal skill base: gathering expertise in more modern programming languages, and getting the right teams and developing best practices
11:10 - 11:40 Panel Discussion: Addressing Your Staffing Challenges In A Digitally Optimized Environment
With your customers able to connect with your business at any time, you need to have a solid multi-channel plan. You also need to tap into the various channels and engage the customer. How to do all this? With a team that is digital-focused and has the business skills to integrate digital into the marketing and product funnels. These experts will discuss how they have coordinated their departments to create a new breed of marketer/eCommerce associate by:
•Outlining the skill sets required for successful staffing of your digital products team:
•Creative talent/digital experience
•Financial product knowledge
•Knowledge of computer code
•Finding and hiring the right talent with a cross-functional, business-first mind-set
•Training teams to work with complexities in compliance, while keeping the start-up-like integrity
•Streamlining your communications across departments to promote cross-pollination of initiatives and innovation
Elfreda Pitt Hetherington
Head, Applied Innovation, Technology & OperationsRoyal Bank of Canada
11:40 - 12:00 Data Is Not Your Achilles Heel: Cutting Through Connected Consumers, Connected Culture
Homes, cars, watches, phones, security systems…it’s all becoming connected. We’ve heard the phrase “Big Data” too many times—but why can’t you take a small piece of Big Data to harness it to your advantage? Jan Biermeyer is a strong advocate of an intuitive and consistent user experience, as well as unifying design language; during this session, Jan shows you can:
•Compete with and staying ahead of Silicon Valley: taking a part of the connected consumer/home and exposing products in new ways to potential customers
•Shuffle through the explosion of structured and unstructured data from devices: what to do with it? What big data tools do you need?
•Become empowered by mobile opportunities: moving closer to potential customers regardless of income level or location
Jan Biermeyer
Head of Emerging ArchitectureCapital Group
12:00 - 12:30 Panel Discussion: Millenial Marketing—Tapping Into The Social-Obsessed Segment
67% of Millenials said that the traditional and digital banking experience they receive at their current bank is only somewhat or not at all seamless. So what do you do now? How do you get these people to be clients? Are they even viable future clients? Some are…and their disposable income will only continue to grow. 48% of Millenials said they would like their banks to offer video chat on their website or mobile/tablet application, so tap into this type of mindset. The executives on this panel share their knowledge as to how this fast-moving generation ticks by:
•Focusing on future customers without alienating current customers
•Cultivating a younger audience: using platforms to show products that are appropriate for their lifestyle
•Utilizing user generated content: pulling content from millennial ambassadors, and the legal challenges that may come with it
•Measuring the return on influence…and turning it into investment
Brook McGinnis
Vice President / Senior Product Manager – Digital Banking and PaymentsFirst Commonwealth Bank
12:30 - 12:50 Emotive Finance. Building Customer Relationships With Digital Centric Experiences.
12:50 - 14:00 Lunch For All Attendees
Whether you are off to the golf course, Pacific Ocean, or headed back home, grab some lunch; bon voyage!
Interactive Events Choose From The Below:
14:00 - 18:00 Option #2 Whale Watching Hosted By Oracle Marketing CloudLimited to 20 spots in downtown San Diego. To register, email Bridget.Johnston@wbresearch.com
Interactive Events Choose From The Below:
14:00 - 18:00 Option #1 Golf Outing Hosted By Backbase9-hole scramble at the Rancho Bernardo Golf Course. To register, email Bridget.Johnston@wbresearch.com.