NetFinance Interactive 2015 (past event)
December 01 - 03, 2015
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Beyond Basics: Making Your Online Experiences Seamless
08:00 - 08:15 Women In FinTech Breakfast In Aragon 3B
Ladies, only! Start the day networking with the female leaders in FinTech.
For Financial Instituions only. Hostessed by Karen Kallet, Chief Digital Officer, SVP of Marketing, BofI Federal Bank – Bank of Internet
To attend, RSVP to Bridget.Johnston@wbresearch.com
For Financial Instituions only. Hostessed by Karen Kallet, Chief Digital Officer, SVP of Marketing, BofI Federal Bank – Bank of Internet
To attend, RSVP to Bridget.Johnston@wbresearch.com
08:15 - 08:55 Continental Breakfast & Registration In The Solutions Zone - For All Attendees
You know what they say about breakfast—most important meal of the day, so don’t miss it!
08:55 - 09:00 Welcome Remarks
09:00 - 09:10 Chairperson’s Opening Address
09:10 - 09:30 Advancing Cross-Border Money Transfer In A Digital World
Money transfer is very social in nature, especially when you consider how it is transferred, as well as the multitude languages, countries and currencies involved. In return, it helps millions of people create health and vibrancy by providing economic opportunity and growth for individuals, businesses, communities and economies. However, when you’re a company that seamlessly moves approximately 30 transactions per second, across 16,000 corridors in more than 200 countries and territories around the world in more than 120 plus currencies, while adhering to international compliance and security requirements – cross-border payments are also very complex.
Western Union is working to create an integrated experience where the power of mobile and online technology support its retail network capabilities to give consumers an easy way to send money anytime, to nearly anywhere around the world, from the palm of their hand.
In this session, Mr. Fellahi will discuss:
• the role of digital technology in bringing money transfer to previously unbanked populations
• how integrating digital into the practice is transforming the way money is moved between key corridors
• the importance of security
• the challenges adhering to the multitude of competing regulatory initiatives at international, regional, national and local levels worldwide
Frederick Crosby
Vice President, Western Union Digital – Business Development & MarketingWestern Union
09:30 - 09:50 The Uberization Of Financial Services
We are on the verge of some exciting times in financial services. We all carry around a powerful computer in our pocket, and are ready to manage our finances in exciting new ways. Recently, we have seen a tremendous challenge to the traditional financial services model and battle for the customer interface from fintech providers such as Simple, Moven, PayPal, Venmo and hundreds of others that are unbundling banking.
And, a new crop of ‘robo-advisors’ such as Wealthfront, Betterment and Personal Capital, are following in Uber’s footsteps that. By focusing on exceptional digital-led customer experiences and letting technology/algorithm doing the heavy lifting, these firms are challenging the value of a financial advisor. If we can deliver the disruption that is needed in the core financial industry models, perhaps driving positive outcomes for our financial situation will be as easy as grabbing that Uber uptown?
In this session we’ll take a look at:
• What is the future business model for financial services?
• Can traditional financial service institutions survive the onslaught of these challengers?
• How can financial services use technology to find balance between personalized customer experiences and the value of financial experts?
09:50 - 10:10 Curating The Financial Journey From Discovery To Decision-Making
As a category, Financial Services doesn't usually generate a lot of excitement amongst customers. Retirement and Insurance even less. Yet, an individual's interaction with their financial services provider can be one of their most important and emotional experiences they have with any company. If done correctly, multichannel and content marketing can lead to high engagement and significant returns even in lower interest categories. This session will cover:
•Approach to building effective multichannel marketing efforts within Financial Services
•Where to focus, and what channels to start with first
•Using data to inform, analyze, and build relationships with customers
•Developing content that works - critical steps and components
•Measuring success - setting KPIs at both ends of the journey
10:10 - 10:30 The New Personalized Digital Customer Experience For Financial Services
Banking and Financial Services clients today expect a highly personalized customer experience with every interaction based on their current products, banking history, personal preferences and inquiries. Marketers on the other hand are required to make sense of all of this activity and data, connecting the dots captured in new marketing tools and the bank’s existing applications. This session featuring James Crickmore-Thompson, Oracle Marketing Cloud’s Product Manager – Financial Services will address how today’s Financial Services enterprise can operationalize customer data from numerous channels, while coordinating their efforts for truly effective and personalized digital marketing efforts.
10:30 - 11:10 Morning Refreshment & Networking Break In The Solutions Zone
…we promise, it’s not too early for a bloody mary. Enjoy your break!
11:10 - 11:20 NetFinance Interactive 2015 Benchmarking Study
Help us help you. 10-minutes filling out this short questionnaire will lead to understanding one-year’s worth of business development you need to execute.
11:20 - 11:50 Panel Discussion: Form Versus Function—Building An Effective Online Product-Based Experience
As customers continue to explore your financial offerings online shopping over stopping by a branch, it is imperative for your business to have a top eCommerce platform that delivers the latest functionality, while also being visually appealing. But how should you decipher where your budget and time goes—to IT or Marketing? How do you balance both? The experts on this panel debate forms versus function in which they:
• Creating landing pages to grab your users’ attention: what’s imagery is truly value-added
• Performance ability: ensuring a financial website is intuitive and seamless to build interaction
• Back to basics: providing a rich user experience with accurate search abilities to browse products
• Testing user experience before jumping on the “new, hot” technology
Jennifer Marshalek
Chief Digital Officer, Enterprise Digital ExperienceNationwide Mutual Insurance Company
11:50 - 12:10 Role Reversal: Customer Dictating Web Design
In many instances customer experience is defined by the interactions that take place within our owned web assets. However, the role that the consumer plays in the development of these environments is often limited. Limited participation from the consumer during critical design phases adds unnecessary risk and diminishes the value of the end product. Through the integration of the consumer at key moments of the design process, obstacles are avoided, decision making becomes are more effective, and goals are exceeded.
12:10 - 13:15 Interactive Roundtable Working Groups
Speakers:
Vince Hruska Senior Vice President of Product Management City National Bank
Jason Zeider VP Digital Strategy Tucson Federal Credit Union
Meizi Lin National Loyalty Marketing Manager Toyota Financial Services
Moises Pena IT Supervisor Banco Popular
Kerry Ryan Head of Digital Experience Legg Mason Inc
James Crickmore-Thompson Product Manager – Financial Services Oracle Marketing Cloud
Vince Hruska Senior Vice President of Product Management City National Bank
Jason Zeider VP Digital Strategy Tucson Federal Credit Union
Meizi Lin National Loyalty Marketing Manager Toyota Financial Services
Moises Pena IT Supervisor Banco Popular
Kerry Ryan Head of Digital Experience Legg Mason Inc
James Crickmore-Thompson Product Manager – Financial Services Oracle Marketing Cloud
These interactive sessions are your opportunity to ask Q & A, and take a deeper dive into the topics from earlier presentations and network in a relaxed setting.
1. The New Personalized Digital Customer Experience for Financial ServicesJames Crickmore-Thompson , Product Manager - Financial Services, Oracle Marketing Cloud
2. NextGen Payments: Mobile Wallet Applications
Vince Hruska, SVP, Product Strategies, City National Bank
3. Taking Customer Loyalty Digital
Meizi Lin, National Loyalty Marketing Manager, Toyota Financial Services
4. Implement A Forward-Thinking Analytics Process
Kerry Ryan, Head of Digital Experience, Legg Mason
5. Credit Unions – An Untapped Market Ready for the Digital Transformation
Jason Zeider, VP, Digital Strategy, Tucson Federal Credit Union
6. Looking Ahead To Mobile’s Innovation
Moises Pena, IT Supervisor, Banco Popular
Lunch For All Attendees
13:15 - 14:15 In The Solutions Zone
Bon appétit! Seating is available throughout the Solutions Zone…and don’t forget to step outside and bask in the glory of the San Diego sun!
VIP Think Tank
13:15 - 14:15 Hosted By Personetics
To attend, RSVP to Bridget Johnston at Bridget.Johnston@wbresearch.com
14:15 - 14:20 Chairperson’s Afternoon Welcome
14:20 - 14:40 Strategies For Successful Social Selling
Edward Jones’ social promise: Not only are we located in the neighborhoods where you live and work, we are socially connected online. Gina House drives the strategic direction and execution for the firm’s digital channel to support 13,000 financial advisors and serve over 7 million clients. This 93-year old company takes Social seriously for its advisors, growing adoption and usage of the firm's online channels by teaching advisors how to use LinkedIn and developing engaging content that can be shared on all of their social sites. Join Gina as she shows you to how set strategy and work with teams by:
•Building a brand identity and brand voice that others want to hear
•Crafting a more exciting message: providing more fun and interaction than any other form of communication
•Using LinkedIn for data mining so your sales team becomes smarter and improves their ability to sell
•Working with a Digital Compliance Officer to shape strategy, governance, and training so everyone wins
14:40 - 14:50 The Radically Underbanked: Providing Digital Channels Mom And Pop Need To Run Their Business
14:50 - 15:00 Leveraging The Power Of Real-Time Data
Financial services organizations are facing massive expectations from today’s consumer, where everything is personalized and delivered in real time, on any device. In order to meet the demand for this always-on experience, there is a growing need for marketing technologies that leverage real-time, first-party data to empower these organizations to more quickly and intelligently interact with their customers.
This session will explore how financial services organizations can:
- Unlock customer data that's trapped in siloed systems
- Build a real-time, unified view of the customer
- Be more agile in responding to customer needs and trends
- Dimensionalize customer engagement and cross-channel experiences
This session will explore how financial services organizations can:
- Unlock customer data that's trapped in siloed systems
- Build a real-time, unified view of the customer
- Be more agile in responding to customer needs and trends
- Dimensionalize customer engagement and cross-channel experiences
15:00 - 15:30 Panel Discussion: Keeping Up With Compliance—Balancing Rule Makers And Creatives
As financial institutions strive to be more creative and personal, there is a bit of red tape along the way. Rules and regulations are evolving just as fast as digital technology, and conversations between the marketing and compliance departments need to stay just as current. The senior executives on this panel explain:
•Establishing best practices: assessing how your compliance department can keep up with rapidly changing digital technology
•Having open and balanced conversations on where the future of banking needs to go and where the laws may be stagnant
•Streamlining digital product education, smooth communication, and mobility as firms de-silo
15:30 - 16:10 Afternoon Refreshment & Networking Break In The Solutions Zone
You snooze, you lose...so grab some coffee! Trust us, you don’t want to miss the 2 keynote sessions that are next.
16:10 - 16:30 From Responsive To Adaptive Strategies – The Evolution Of An Enterprise
In April 2013, Capital One became the first Top 10 Bank; and one of only a few Fortune 200 companies, to deliver a full-scale responsive marketing solution that enables over 40 million unique visitors monthly to visit capitalone.com on the device of their choice. Since, the UX and Tech teams at Capital One have partnered to deliver additional enhancements that further optimize content delivery, UI patterns, performance, and more. In this session, Rob covers:
•Capital One’s journey delivering an enterprise responsive framework (in 2 months!)
•The unbeatable benefits of a strong responsive strategy, and it’s influence on the larger organization
•How we predict the future and continue to evolve our responsive platform – think device detection and native mobile features
16:30 - 17:00 Keynote Guest Presentation: Blockchain: Bitcoin Tech For Banks And The Enterprise
Recently described by an American Banker reporter as "the dean of digital currency lawyers," Marco is a recognized authority in the laws applying to blockchain technologies, digital currencies and emerging payments. As the Leader of the Digital Currency and Blockchain Technology team at Pillsbury Winthrop Shaw Pittman, Marco counsels banks, money services businesses, exchanges, payment processors, institutional miners, and other businesses making new and exciting uses of distributed ledger technology. As Chairman of the Bitcoin Foundation's Regulatory Affairs Committee, his knowledge of the latest industry trends develops in near-real-time. During this session, Marco explains:
•Assessing how the technology behind Bitcoin is being implemented by Wall Street and Silicon Valley
•Selecting credible technology partners—what opportunities and pitfalls you need be aware of
•Mitigating the risks of integrating Blockchain technology to maximize the rewards for your business
Marco Santori
Leader of the Digital Currency and Blockchain Technology teamPillsbury Winthrop Shaw Pittman
17:00 - 18:00 Tiki Party Hosted By Aquent
Round up your new friends, pick your island-inspired cocktail, and enjoy the endless San Diego sunset out on the terrace.
Hosted By Aquent.
18:00 - 23:59 End Of Day Two