NetFinance Interactive 2015 (past event)
December 01 - 03, 2015
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Crossing The Channel: Bridging Digital Into Physical
08:00 - 08:45 Continental Breakfast & Conference Registration
Welcome to the 2nd annual NetFinance Interactive! Kick off the event right by settling in with breakfast and networking.
08:45 - 08:50 Welcome Remarks
08:50 - 09:00 Chairperson’s Opening Welcome
09:00 - 09:20 How We De-Silo’d: A Phased Approach To Building An Omni-Channel Organization
Damian Warren has built an omni-channel structure, rallying support the “What” to the “How.” Leading with Strategy and Vision Casting is critical, as are making organizational choices regarding the alignment of human capital to support omni-operations. Damian kicks off Netfinance Interactive by delivering tactics that define the role each channel plays in the Omni-Channel distribution model:
• Sample organizational structures that cut across strategy, execution and operations
• Governance change in an Omni-Channel structure, and how it changes
• Delivering near term results while remaining true to the vision; harnessing the power of Omni-Channel to drive bottom line results
• Gaining widespread acceptance and alignment across the organization
09:20 - 09:40 Digitizing The Branch: Bridging The Gap Between Digital And Physical Channels
For large and mid-sized financial institutions, leveraging the combined power of digital and physical channels remains a key strategic priority. However, it also continues to be one of the most significant challenges they face: how to leverage the efficiency and innovative capabilities of digital channels while also harnessing the power of a branch footprint. As large banks come under attack from a wide variety of competitors, the combined power of their digital platforms and physical footprint can be a core strength – but only if each platform is optimized in terms of value to customers and to the organization. During the session, Kabir delivers:
•Examples of key initiatives that have harnessed the power of both digital and physical channels
•Guiding principles for how to optimize a variety of platforms
•Key learnings based on the Bank of America’s experience
09:40 - 10:00 Omni-Channel Banking: The Digital Transformation Roadmap
Customers’ behavior is changing. New challengers are fighting for a piece of the market, and for the customer. For everyone it is clear: delivering a truly omni-channel digital experience is key and now more relevant than ever. But how can banks and credit unions achieve it and get the right tools to effectively compete?
By Backbase.
10:00 - 10:40 Panel Discussion: Digital Revolution Is A Culture Evolution
Speakers:
Christopher Cox Head of Digital Experience Delivery USAA
Donna Patel Senior Vice President and Head of Virtual Banking United Bank
Jared Lees Sr. Manager of Financial Services Adobe
Larry McClanahan Director and Senior Vice President of Digital Delivery Fifth Third Bancorp
Stu Siegal Creative Director/Executive Producer VideoLink
Christopher Cox Head of Digital Experience Delivery USAA
Donna Patel Senior Vice President and Head of Virtual Banking United Bank
Jared Lees Sr. Manager of Financial Services Adobe
Larry McClanahan Director and Senior Vice President of Digital Delivery Fifth Third Bancorp
Stu Siegal Creative Director/Executive Producer VideoLink
Financial institutions know to survive means digital is a part of the company culture. But it’s not as easy as adding an app, some tweets, and a website; it’s a change of mindset, and getting customers to be as excited about digital products as you are. The experts on this panel share their tips:
•Working with the top: getting executives to champion digital change
•As financial institutions bring in digital teams, how to “tame” the creative without uninspiring teams
•It’s not a boring financial product: delivering an exciting vision by building customer-driven design solutions
•Getting digital teams and product teams to listen and leverage one another: delighting users, solving problems, and driving real business results
10:40 - 11:00 Transforming Banking Today
Finacle is the industry-leading universal banking solution from EdgeVerve Systems, a wholly owned subsidiary of Infosys. The solution helps financial institutions develop deeper connections with stakeholders, power continuous innovation and accelerate growth in the digital world. Today, Finacle is the choice of banks across 84 countries and serves over 547 million customers – nearly 16.5 percent of the world’s adult banked population.
Finacle solutions address the core banking, e-banking, mobile banking, CRM, payments, treasury, origination, liquidity management, Islamic banking, wealth management, and analytics needs of financial institutions worldwide. Assessment of the top 1000 world banks reveals that banks powered by Finacle enjoy 50 percent higher returns on assets, 30 percent higher returns on capital, and 8.1 percent points lesser costs to income than others. To know more, visit www.finacle.com.
Executive Presenter, Infosys
11:00 - 11:40 Morning Refreshment & Networking Break In The Solutions Zone
Share a cup of coffee, break the ice, and meet the executives you’ll be networking with over the next three days!
Track A: Mobile Innovation
11:40 - 11:50 Chairwoman’s Welcome: The Next Factor in Mobile Identity VerificationWith customer acquisition and payments moving to mobile, verifying exactly “who” you’re dealing with is more important than ever. In this session Mitek will demonstrate its ID verification solution to allow KYC in the mobile channel for a safe & secure transaction while saying yes to more good customers.
This session will cover:
• Optimizing the mobile channel for customer acquisition and payments while mitigating risk.
• How businesses can quickly and easily verify that a mobile user’s identity document is authentic and that they are the person pictured on that document
• The demonstration of the company’s instant ID document verification solution, Photo Verify™
Track B: Digital Transformation 2.0
11:40 - 11:50 Chairwoman's Welcome: Engaging Financial Services Customers Through Acquisition, Retention, And LoyaltyCustomers are increasingly shifting to digital channels, thus becoming far more well-informed than ever before. Each industry within the financial services sector—whether retail banking, insurance or wealth management—has its own distinct challenges, but one thing that they all have in common is this: customers are determining their own buyer’s journeys, not marketers.
Join us to learn how best-in-class marketers are mastering the art and science of digital marketing by revisiting their customer engagement strategy. Attend to learn how to:
• Make omni-channel marketing a reality
• Enrich the value of customer relationships through digital channels
• Derive intelligence from a single view of the customer
Track A: Mobile Innovation
11:50 - 12:10 Wells Fargo “Practical Innovation” Implementation: A Mobile Case StudyCustomers are carrying mobile devices with them everywhere, every day. How do we as financial services providers take advantage of the new ubiquitous connectivity to deliver truly unique and compelling experiences? Wells Fargo is using a “Practical Innovation” approach to rapidly try out experiences and look for new ways to help customers manage their finances. Brian M. Pearce, Senior Vice President at Wells Fargo’s Digital Channels Group will discuss:
•Wells’ Innovation Agenda and highlight new use cases involving digital branches
•Connected cars: driving new innovation for banks
•Seamless authentication: what tools are great for both the bank and the customer
Track B: Digital Transformation 2.0
11:50 - 12:10 “Institutionalizing” Digital InnovationWhile start-up firms today are founded on a the premise of digital innovation, most existing financial services firms struggle with how to “institutionalize” digital innovation such that it evolves beyond a specialty or secondary competency managed off to the side and becomes a part of their core business practices across all functional disciplines. This session will cover:
•Leadership & Vision
•Innovation as a Culture
•Managing to a Roadmap
•Looking Beyond Your Industry
•Budget & Resource Allocation
•Organizational Implications
Track A: Mobile Innovation
12:10 - 12:40 Panel Discussion: Working With A Mobile-First Mindset For Digital Excellence
Speakers:
Patrick Kelly Executive Director Emerging Channels USAA
Carrie Liang Assistant Vice President of Brand and Digital Marketing Protective Life Corporation
Alexander Chan Product Manager of Mobile Banking and Payments Central 1 Credit Union
Shawn Stavseth Senior Director of Product Development Bluespire
Patrick Kelly Executive Director Emerging Channels USAA
Carrie Liang Assistant Vice President of Brand and Digital Marketing Protective Life Corporation
Alexander Chan Product Manager of Mobile Banking and Payments Central 1 Credit Union
Shawn Stavseth Senior Director of Product Development Bluespire
Financial Institutions must ensure their online experiences are seamless across channels. These days, customers do not just browse on the phone; they buy. By thinking about your mobile experiences with eCommerce top of mind, your business will yield higher conversions. The experts on this panel are changing the way their businesses think of their digital and mobile strategies by:
•Catering to the on-the-go customer and building a framework for smooth, one-click access
•Resourcing talent: running a mobile site and online site—how do you balance the two?
•Is an enhanced mobile site enough? Deciphering if an app is still necessary for your brand
•Building trust for your customers so they know it’s safe to transact on mobile
Carrie Liang
Assistant Vice President of Brand and Digital MarketingProtective Life Corporation
Track B: Digital Transformation 2.0
12:10 - 12:40 Panel Discussion: Incubating Ideas: Building Your Digital Creative Team In-HouseFinancial institutions expanding their digital business know it’s not just about having an efficient website and posting content. Businesses must be able to collaborate internally with digital-data AND creative sharing. As more financial institutions strive to build digital creative teams in-house, they must be cautious they are not ignoring what other businesses are achieving. The executives on this panel lay out their plans for internal integration by:
•Project managing the creative team and the product teams: segmenting timelines and talent
•Training in-house creative to be more nimble to absorb information quickly and be as agile as the web
•Combining art and science: ensuring a balance, taking charge of your brand voice and developing business content for your brand’s site and third party sites
•Being compliant: being creative without crossing the legal line
Track A: Mobile Innovation
12:40 - 13:00 Observational Research In A Digital World: Interactions With Search Engines And ChannelsUser research should be a critical component for all marketers, including digital marketers…but not many of us conduct it, or even consider it. Observational research helped Summit CU confirm some hypotheses and uncover new findings that prompted changes to our digital channels. Users truly research differently on mobile, tablet, and desktop; this in-turn has improved our SEO results. Join Joanne during her session as she uncovers Summit Credit Union’s approach and its:
•Methodology: participants and viewing audience
•Insights and learnings as to how individuals interacted with different channels
•Impact: what Summit CU has implemented from the learnings, and what other businesses can easily do, too
Track B: Digital Transformation 2.0
12:40 - 13:00 Delivering a Tailored Servicing And Cross Sell Experience By Leveraging Multi-Channel Data: Leveling The Playing Field For Smaller BanksSmaller banks have historically thrived on delivering good service, but have rarely leveraged their multi-channel customer data to deliver an exceptional experience. The availability and attainability of software, for both marketing and analytics, now enables smaller banks to have a much deeper understanding of customer behaviors and action these insights to compete more effectively on customer experience across channels. This session will cover:
•Using customer behavioral data to develop custom segmentations to drive tangible outcomes
•How marketing automation enables all customer touch-points to work in unison on behalf of the customer and company
•How the combination of data, software and talent enables a small team to have a big impact on customers.
13:00 - 14:00 Lunch In The Solutions Zone
All this learning over the next 3 days requires you to re-fuel. It may also require some circus tricks: how well can you balance a plate with lunch and shake hands?
14:00 - 15:05 Innovation & Disruption Roundtable Discussions
These interactive sessions are your opportunity to learn about the most innovative FinTech and omni-channel solutions on the market in a relaxed setting. Each table will have a specific theme—please choose two tables, allowing for one rotation in between topics. A highlight of NetFinance Interactive, roundtable discussions are your best opportunity to idea-share with your peers; have a cup of coffee and enjoy networking!
1. Programmatic: The Basics and Beyond
Luke Burke, VP of Sales, Choicestream
2. Omni-Channel Banking: The Digital Transformation Roadmap
Jelmer de Jong, Global Head of Marketing, Backbase
3. Transforming Banking Today
Executive Presenter, Infosys
4. Marketing Attribution Success At Nationwide: An Insider’s Perspective
Manu Mathew, Co-Founder & CEO, Visual IQ
Jamie Byrum, Director, Promotional & Digital Analytics, Nationwide
5. Delivering A Seamless Omni-channel Customer Experience
Eric Lindeen, VP of Marketing, ID Analytics
6. Enhance Your Marketing Analytics With Device Intelligence Technology
Michael Lynch, Chief Strategy Officer, InAuth
15:05 - 15:45 Afternoon Refreshment & Networking In The Solutions Zone
Grab a light bite, afternoon cup of coffee, and take a look at what cutting-edge technology will enhance your business.
15:45 - 16:30 Bank Tank: Rapid-Fire Disruptive Technology Demo Sessions
Check out these 8-minute presentations of the latest innovative start-ups in the FinTech space. These companies will not disappoint, and completely inspire you on what your next investment may be to stay ahead of your competition.
Featuring:
•Mike Orr, Product Manager, Grapevine6 Labs Inc.
•Chris Barnett, EVP Global Sales & Marketing, EyeVerify
•Brian Nutt, Founder, Codigo, LLC
•Keith Kelly, CEO and Co-Founder, RateReset.com
•Keith Kelly, CEO and Co-Founder, RateReset.com
16:30 - 17:00 Keynote Guest Presentation: Virtual Banking: A Guide to Innovation and Partnering
Virtual Banking: A Guide to Innovation, Partnering, and Regulation takes a hands-on approach to competing in the modern banking environment. Former PayPal Head of Financial Innovation Dan Schatt explores the reasons behind the massive consumer migration away from traditional banks, and provides clear, actionable guidance on beating new banking models at their own game. Digital payment is the hottest topic in banking today, and is set to define the future of the industry.
Dan discusses real-world innovations from banks, non-banks, and up and comers, and the heavy competition from the new outsource bank model. Topics include:
•The changing POS landscape and the need for digital wallet partnerships
•Shifting gears to greenfield market opportunities versus non-profitable markets
•Digital channel best practices for superior customer experience
•When to outsource, and what capabilities to truly own
17:00 - 18:00 Welcome Cocktail Reception In The Solutions Zone
Come cheers with us as we toast to all the new knowledge you’ve gained today! This cocktail-hour is filled with some surprises and allows you to relax and have some fun.