|
|
FINANCIAL TECHNOLOGY CONFERENCE THEME:
TRANSFORMING AND ENHANCING CUSTOMER RELATIONSHIPS
DAY ONE, TUESDAY, OCTOBER 23, 2001
"PLATFORMS, INTEGRATION AND WIRELESS STRATEGIES"
Day One of the 2001 Financial Technology Conference targets today's
three most important financial technology trends: the ones most likely
to drive your success in the coming year. We'll show you how to leverage
technology to support your convergence strategy, delivering a wider array
of products and services -- and maximizing the value of every customer.
You'll learn powerful new ways to integrate back-end, front-end, and partner
systems -- enhancing every customer interaction, as you drive new cost-efficiencies
throughout the enterprise. And we'll show you everything you need to know
to extend your applications anywhere, anytime, using today's most important
wireless technologies -- and tomorrow's.
8:45am - 9:45am
GENERAL SESSION
The Promise and Reality of Consolidation and Convergence: A Status
Report
The drivers behind financial industry convergence and consolidation
are well known: the promise of a "360-degree view" of the customer, combined
with far greater efficiency across all processes and markets. In this
session, we'll review important early moves towards securities, banking,
and insurance industry convergence by leaders such as Citigroup Inc.,
J.P. Morgan Chase & Co., Aegon, and Allianz. Are the anticipated synergies
proving to be real? What technology and integration successes can these
convergence pioneers point to -- and where have they failed? What can
their experiences teach about your own company's readiness to integrate
banking, securities and insurance? Most importantly, are customers actually
better served by the "converged" financial services provider?
10:00am - 11:00am
KEYNOTE - Jeff Henley, Chief Financial Officer, Oracle
Corporation
Unified Enterprise View: Adding Value to Every Product and Service
Integration holds the key to successful industry consolidation
and cross-industry convergence -- but integration means different things
to different people. In this keynote, Oracle CFO Jeff Henley focuses on
the value that can be achieved through a single, unified view of that
encompasses CRM, B2B financials, project management, HR, and business
intelligence. Henley focuses on the most serious, large-scale challenges
facing financial services providers, using real-world examples to show
how a "single view of the enterprise" can drive far greater value than
can be achieved with more limited approaches to integration. Along the
way, he also outlines the rapidly growing role of online services, offering
insight that will be especially valuable to financial players that also
position themselves as integrated business platforms for their customers.
11:15am - 12:15pm
KEYNOTE - Joseph G. Ferra, Chief Wireless Officer, Fidelity Investments
2001 Wireless Financial Services Summit Keynote
Pervasive Computing in Financial Services: Wireless Strategies
that Attract New Customers
Consumers are increasingly adopting wireless technology for
anywhere, anytime access to information and transactions. Investors are
taking advantage of cutting edge wireless devices, such as Web-enabled
phones, handheld computers, interactive pagers and in-vehicle services
to monitor and manage financial portfolios.
Pioneers in wireless deployment increasingly recognize the importance
of integrating wireless technologies into broader multi-channel strategies,
in which mobile data, PC-based Internet services, and telephone-based
offerings complement one another.
Using Fidelity Investments as a case study, Joseph G. Ferra, Chief Wireless
Officer, Fidelity Investments, will examine the state of today's mobile
commerce sector, and discuss how investors who embrace these services
gain greater access, convenience and control over their investments through
real time market data and instant portfolio access.
In this Wireless Summit Opening Keynote, we examine the evolution - and
future - of wireless deployments -- and what it really takes to reach
your customer anywhere, anytime -- profitably.
12:30pm - 1:30pm
LUNCHEON KEYNOTE SPEAKER - Mark L. Dickelman, VP, Mobile
Commerce and Wireless at theBank of Montreal
2001 Wireless Financial Services Summit Luncheon Speaker
Reflections of a Wireless Warrior
Mark L. Dickelman, Senior VP of Mobile Commerce at Harris Bank and VP,
Mobile Commerce and Wireless at the Bank of Montreal Group Companies,
will offer an insider's look at how the mobile Internet has evolved over
the past three years -- and what the changes mean to financial services
firms attempting to deliver profitable mobile applications. Dickelman
will review the current state of both the market and the technologies,
identifying crucial lessons he has learned in more than two years of operating
wireless services using multiple networks targeted at multiple devices
deployed throughout the U.S. and Canada.
TRACK ONE: "Technology Platforms"
1:30pm - 2:30pm
War Stories: New Technology Challenges
To achieve breakthrough levels of collaboration and customer
service that will characterize tomorrow's financial services leaders,
you must move aggressively to integrate key business platforms, technologies,
and strategies. In this afternoon's Best Practices seminars, we present
three detailed case studies to show you how it's being done, right now
- one each in securities, banking, and insurance. Each case study is comprehensive,
encompassing the entire enterprise and its key partners. Each reflects
the unique issues, while also illuminating key technology trends impacting
all financial services IT organizations -- including new XML-based application
integration approaches; the rapid growth of Web services; and the impacts,
and competition against Microsoft's .NET initiative.
Securities Case Study
Learn how a leading global financial institution defined -- and built
-- a comprehensive Internet-based electronic platform that provides Web-based
application access to institutional and corporate customers, partners,
and employees. Discover how the firm successfully integrated access to
third-party execution hubs, analysis, data, and research, leveraging open
standards that provide a major jumpstart in implementing STP.
Insurance Case Study
Discover how a major full-line insurance provider has increased cross-selling
and maximized profitability through innovative use of CRM technologies,
data warehousing, and business intelligence. In the process, our case
effectively linked CRM with an Internet-based brokerage initiative that
reduces costs while alerting the insurer to significant new sales opportunities.
Banking Case Study
See how a major international bank has declared war on paper -- leveraging
the latest scanning, document management, middleware, and XML tools to
dramatically improve access to information while reducing the cost of
managing it. Discover how this institution has aggressively promoted electronic
statement presentment -- and, even more importantly, how consumers
have responded.
2:45pm - 3:45pm
Technology Strategies: Creating the Integrated Institution
The first priorities in a merger or acquisition are cost savings
and establishing a single customer view. Of course, these can only be
accomplished by integrating databases, business processes, call centers
and other customer-facing systems -- no easy task, even in the best of
conditions. In this session, leading practitioners present a step-by-step
roadmap that walks through planning for integration, evaluating which
systems from each institution will be retained, migrating data, running
systems in parallel, and other key issues. They also offer guidance for
defining the roles of key integration technologies such as XML; application
servers and other middleware; cross-platform tools such as Java and JavaBeans;
and account aggregation service providers such as Yodlee.
4:00pm - 5:00pm
Prosper or Perish: Redefining Bill and Statement Presentment
In securities, banking, and insurance alike, electronic bill
and statement presentment offers powerful opportunities for both cost
savings and customer contact. What new technologies are available to simplify
the creation and delivery of electronic bills and statements? Should retail
customers be encouraged to view and pay bills and premiums online -- and
if so, how? What strategies are financial marketplaces using to develop
and present electronic statements to business clients? What are the most
effective strategies for integrating marketing and billing systems? This
session offers a complete briefing on all key technical and business issues
associated with electronic presentment -- and a preview of what to expect
in the coming months.
TRACK TWO: Wireless and Mobile "The 2001 Wireless
Financial Services Summit"
1:30pm - 2:30pm
The Wireless Challenge: Lessons Learned by Early Adopters
Early adopters have created mobile applications that provide everything
from bank balances and funds transfer to market information, policy quotes,
and brokerage transactions. Understanding the lessons they've learned
is critical to your own success. In this wide-ranging session, we'll address
key issues such as: How do you choose wireless ASPs and other technology
partners in an era of rapid change and extraordinary market instability?
Which approaches to security and authentication do the best job of protecting
clients -- without introducing unacceptable complexity or performance?
How can you compensate for continuing constraints in bandwidth and screen
size? And how can you simplify the management and evolution of your applications?
2:45pm - 3:45pm
What's Hot in Wireless Financial Applications
For wireless financial services developers, professional B2B
applications offer powerful opportunities to deliver rapid, sizable, quantifiable
returns on investment. From floor brokers trading wirelessly at exchanges,
to back office operations managers trolling for failed trades, to insurance
agent receiving home-office alerts, more and more financial services companies
are turning to mobile commerce technologies. In this session, we help
identify the best opportunities to deploy wireless in both B2B and B2C
environments -- and offer practical help with the performance and reliability
challenges that these applications present.
4:00pm - 5:00pm
Wireless Infrastructure: Planning, Building, and Managing Your Mobile
Footprint
This session offers a start-to-finish framework for creating
-- and delivering on -- your wireless and mobile initiative. Leading practitioners
offer practical guidance on issues such as defining the role of wireless
in your organization, assigning responsibilities that help wireless governance
fit within your company's structure; integrating wireless into your broader
IT and e-business infrastructure; measuring ROI and TCO; and choosing
the best tools for managing everyday elements of your mobile infrastructure.
DAY TWO, WEDNESDAY, OCTOBER 24, 2001
"CREATING CUSTOMER VALUE"
Day Two of the 2001 Financial Technology Conference will show you exactly
how to leverage today's key financial technologies to understand your
customers more clearly than ever before, interact with them more effectively
than ever before, and create greater quantifiable value for them than
you -- or any of your competitors -- ever have before.
8:45am - 9:45am
GENERAL SESSION
Distribution and Marketing: Architecting Multiple Channels for Growth
Financial services companies are accelerating their efforts to
integrate every channel of customer communication and interaction. In
securities, banking, and insurance alike, Web-based initiatives increasingly
are entwined with those built around the storefront, call center, wireless,
and e-mail efforts. Financial services providers recognize the value of
integrated communications for improving both customer targeting and service.
In this session, we'll review each of today's key systems for distribution
and marketing, while offering a complete framework for integration and
helping identify multiple-channel applications that can deliver the most
immediate payoff.
10:00am - 11:00am
KEYNOTE -
Attaining Wealth By Attracting Wealth
This lecture offers start-to-finish guidance on capturing, understanding,
and enhancing your knowledge about the high net worth individuals that
hold the key to profitability for many financial institutions. What technologies
are available to help segment these lucrative markets and master their
complex dynamics? What special issues must you address in order to integrate
channels of communication with high net-worth individuals? And how can
financial institutions establish a single, integrated customer view that
enables them to identify the optimal products for these customers, and
deliver them rapidly?
11:15am - 12:15pm
SESSION THREE
Non-Traditional Players: How Soon and Real is the Threat?
Will the real shakeup in financial services come from non-traditional
players? Should a retail bank be worried about Nordstrom's? Should a brokerage
house consider AOL Time Warner a potential threat? Will Sony or Virgin
join the ranks of non-traditional competitors? Will Microsoft - with its
Hailstorm and Passport technologies collecting personal information about
millions of households - begin offering financial services to your customers?
Can companies with little or no financial services brand recognition win
consumer and business trust in trading, banking, and insurance - or will
they be relegated to the ranks of channel or technology suppliers?
TRACK ONE: SECURITIES
1:30pm - 2:30pm
STP and The Emergence of a Centralized Trade - Matching Facility
It's implementation time for Straight-Through Processing. But, to get
to T+1, you need a strategy that approaches T+0. Which of the major industry
utilities - such as Omgeo or GSTPA - will you use for trade matching?
Now that the Securities and Exchange Commission has mandated interoperability
between Omgeo and GSTPA, how important is your choice? Who will handle
integration, maintain standards, and manage connectivity on your behalf?
And will your trading infrastructure enable you to complete trades around
the world?
2:45pm - 3:45pm
Extracting Business Value from Today's "Alphabet Soup" of Standards
Does the securities industry need an overarching standards architecture?
Consider this: the Financial Information Exchange (FIX) protocol, which
started in equities, has been extended to fixed income, foreign exchange,
European equities and Japanese instruments. Now FIX has embraced XML,
yielding FIXML. Meanwhile, XML-based vocabularies have been created for
derivatives (FPML); research (RIXML); and for securities settlement among
institutions, brokers and custodian banks (SWIFTML). This session starts
by helping you make sense of all the current standards - then shows you
how and when to integrate and leverage them to their fullest.
4:00pm - 5:00pm
Strategies and Technologies to Build an Effective Advisory Channel
With the bloom of Internet trading, online brokerages and full-service
houses are focusing on building a strong financial advisory channel to
improve their relationships with retail clients. Doing so requires them
to manage a wide range of technologies and considerations. They must provide
a strong Web presence, personalized information, online tools, email contact,
and wireless alerts - as well as timely, on-demand interaction with real
live advisors. This session examines and compares the latest technology-driven
approaches to strengthening financial advisory channels, offering practical
guidance that can help any securities firm - online or traditional - deliver
advisory services more profitably and efficiently.
TRACK TWO: BANKING
1:30pm - 2:30pm
Analytics: Breakthrough Tools to Increase Customer Profitability
The drive to increase profits compels both monoline and integrated banks
to improve customer profitability. Easier said than done. But powerful
data warehousing, cleansing, and analytics tools can provide a fighting
chance. This session reviews major advances in analytics and their direct
application in improving margins. You'll discover the latest predictive
models, and learn new techniques for using them - including how to manage
the staggering complexity traditionally associated with analytics. Also
to be discussed: how to integrate analytics with your current reporting
tools, and how to link productivity-related IT projects with initiatives
intended to improve retention rates for profitable customers.
2:45pm - 3:45pm
Integrated Products for Banking Customers: The Next Revolution?
CRM tools and related technologies offer one approach to creating a single
customer view. But there is an alternative: the creation of flexible,
integrated products such as those increasingly found in the UK market.
How about a home-guaranteed credit product that allows consumers to view
loans as a basket, encompassing home, auto, and credit card debt? What
about an asset product that enables customers to create savings, life
insurance, retirement, education, and checking accounts from the same
"account" - with each "bucket" investing in different instruments? There's
significant evidence that customers would welcome integrated products
like these. In this session, you'll focus on the challenges associated
with creating the business and IT infrastructures to support them.
4:00pm - 5:00pm
New Profit Opportunities in Physical and Technology Channels: ATMs, Smart
Cards, Call Centers, and More
Finally, it seems, the credit card industry has woken up to the enormous
untapped potential in both physical and technology channels. In this session,
an expert panel examines the credit card industry's most powerful opportunities.
The panelists start by reviewing the status and future of smart cards.
Next, they will identify new ways to wring profits from customer-facing
systems - including ATM networks, the Internet, bank branches, and especially,
call centers.
TRACK THREE: INSURANCE
1:30pm - 2:30pm
STP for Insurance: End-to-End Processing in Insurance
Straight-Through Processing (STP) may have been mandated in the securities
industry, but in insurance, it's more of a concept-in-waiting. Nevertheless,
STP offers insurers powerful opportunities for enhancing speed and efficiency
by seamlessly integrating claims processing, management, and administration.
This session focuses on the up-front work that must take place before
insurers can reap the full benefits of STP - including the status of industry-wide
standards and the key role of middleware. What are the early trends with
respect to STP for insurance, and what do they portend for insurance sales
and marketing?
2:45pm - 3:45pm
Regulation, Insurance, Technology, and Privacy
From Gramm-Leach-Bliley to the Health Insurance Portability and Accountability
Act (HIPAA), the insurance industry remains under pressure to balance
the forces of privacy with the need to develop vibrant marketplaces. Complicating
insurers' efforts to comply with federal regulation and political scrutiny,
a growing number of states are opting to develop their own privacy regulations.
Is XML the solution? This panel explores the plethora of privacy-related
laws that affect the insurance industry, what impact they have on CRM
and cross-selling initiatives, and what they mean for your company's systems/IT
deployment efforts.
4:00pm - 5:00pm
Avoiding Insurance Standards Stand-Offs
Standards provide the insurance industry with an avenue that can eliminate
redundant data entry and the seamless transfer of information between
parties. This session explores a wide range of emerging standards, providing
a roadmap for insurers who need to understand them. It reviews standards
that impact forms processing and those that simplify end-to-end processing.
It also examines standards relevant to rating systems and underwriting
processes. The session will introduce new networking and telecommunications
standards, showing how insurers can leverage them to enhance their IT
infrastructures.
DAY THREE, THURSDAY, OCTOBER 25, 2001
"FINANCIAL TECHNOLOGY IMPLEMENTATION SEMINARS"
For Day Three of the 2001 Financial Technology Conference and
Expo, we've brought together the leading implementers for results-focused
briefings and lectures on deploying advanced financial technologies. From
security to STP to enterprise application integration, we'll show you
what you're up against, how to overcome the obstacles, and how to stay
relentlessly focused on what really matters: your customer.
9:00am - 10:15am
 Make-or-Break Wireless Decisions: Device Platforms,
Security, and Operating Systems*
In wireless environments, nobody makes the key decisions
for you: you must choose amongst multiple competing operating systems
platforms, deploy across diverse networks, and cope with colossal inconsistencies
in end-user wireless devices - all while ensuring end-to-end security.
-
Comparing the leading platforms: Pocket PC, Palm, Symbian, and
others
-
Choosing the right approach to wireless application development
-
Managing applications that must be deployed across multiple networks
-
Hardening every hardware and network component of a wireless financial
services solution
9:00am - 10:15am
Beyond Napster: Harnessing P2P for
Serious Business
Discover how P2P technologies offer the potential to significantly
improve the price-performance of financial services IT infrastructures,
far transcending Napster-style file swaps.
-
Potential P2P applications in professional investment communities
-
Supporting the exchange of pre-trade information, stock trades,
and complex securities transaction processing
-
Leading business and technology models for P2P computing
-
Ensuring security in P2P applications
-
Integrating P2P capabilities with existing enterprise applications
-
Will P2P ever achieve critical mass in banking, insurance, or securities?
9:00am - 10:15am
Security Challenges: State of the
Art in PKI, Biometrics, Digital Signatures, Intrusion Detection, and Firewalls
This session offers a systematic guide to managing and minimizing
the unique risks associated with performing financial transactions in
mobile wireless environments.
-
Overheard transactions, intercepted data, lost cell phones and
PDAs: understanding the risks
-
What it takes to deploy public key infrastructure
-
Next-generation approaches: smart cards, hardware tokens, biometrics,
and more
-
Firewalls and intrusion detection for wireless applications: the
latest attacks and countermeasures
-
The wireless carrier's role in security - including the critical
moment when m-commerce data is unencrypted
-
Beyond technology: ensuring secure m-commerce business practices
9:00am - 10:15am
The STP Landscape: A Solutions Map
What's the fastest route from your current systems to STP?
This session offers guidance on virtually every key decision you need
to make.
-
STP and your broker/dealer relationships
-
STP solutions for asset management, private banking, and custody
-
Taking inventory of your current systems, identifying gaps, and
establishing a roadmap to STP
-
Identifying processes that will be impacted by T+1
-
Identifying standards to be included in your strategies
-
Making build-vs.-buy decisions
-
Evaluating the role of GSTPA and Omgeo
1:00pm - 2:15pm
Ubiquitous Connectivity: Next Generation Order Management Systems
Order management systems are being transformed into strategic hubs
for position keeping, inventory management, execution, and reporting.
Now, review the implications - and understand the technical underpinnings
that must be in place to make the most of next-generation order management.
1:00pm - 2:15pm
Customer Management: Creating Competitive Differentiation
Learn how to use today's breakthrough knowledge management, data warehousing,
and business intelligence tools to create unique product offerings and
long-term competitive differentiation.
-
Enhancing the accuracy and completeness of information gathered
at the front end
-
Developing the intelligence you need for effective cross-selling
-
Leveraging the latest breakthroughs in backend analytics
-
Lifetime management: projecting what your customers are going to
buy, and when
-
New approaches to quantifying customer profitability
-
Creating products that support customer-focused strategies
-
Understanding and segmenting your customers with unprecedented
precision
1:00pm - 2:15pm
Working with the New Fixed Income Trading Standard
The Bond Market Association and its strategic partners are
defining fixed income protocols that will revolutionize electronic bond
trading and simplify straight through processing. Now, discover where
the protocols stand - and how you can get ready to take advantage of them.
1:00pm - 2:15pm
Enterprise Application Integration Toolkit for Financial IT Professionals
From convergence to STP, cross-selling to aggregation, virtually
every strategic financial IT initiative includes a heavy dose of enterprise
application integration. Here's a complete briefing on the latest EIA
tools and approaches - and how they're performing in the real world.
2:30pm - 3:45pm
Wireless Standards and Infrastructure: What Really Matters*
How can you navigate today's complex, fast-changing wireless
landscape - and avoid the minefields? This session cuts through the hype,
demystifying the most important wireless standards in a firm financial
services context.
-
The evolving landscape of network infrastructure and high-speed
access
-
Which technologies will reach the critical mass they need to succeed?
-
Which wireless technologies lend themselves best to retail markets?
To institutional markets?
-
Will 3G ever really arrive - and what does that imply for your
current development initiatives?
-
WAP: will it succeed, or will it be replaced?
-
Bluetooth 1.1: mature enough to deploy?
2:30pm - 3:45pm
New Customer Interaction Technologies for Deliver and Channel Management
We'll show you powerful new options for interacting with customers
- and how to achieve even greater benefits by integrating the delivery
and channel management approaches you choose.
-
New Internet-based solutions for integrating customer communications
and product delivery
-
Supporting customer-facing systems through more effective front-end/back-end
integration
-
Using Internet technologies to replace agent workstations
-
Evaluating "bleeding edge" technologies: which ones are ready for
prime time?
2:30pm - 3:45pm
Customer Information and Privacy: "Do's and Don'ts" New
Customer Interaction Technologies for Delivery and Channel Management
When it comes to privacy, yesterday's "simple answers" aren't enough.
In this session, we'll go far beyond them, understanding today's new privacy
realities and offering common-sense guidance for leveraging customer information
without compromising customer trust.
- E-mail: What's acceptable now - and what still isn't?
-
Personalization: what customers appreciate, and what they detest
-
Understanding growing customer skepticism about privacy policies
-
Leveraging the privacy enquiry into an opportunity
-
After Gramm-Leach-Bliley: What next?
2:30pm - 3:45pm
Internet Banking: The Next Steps Forward
What's next for Internet banking? This session reviews the
newest generation of Internet banking applications and technologies.
-
Solutions for Web-based money transfer and bill payment applications
-
Embedded ATM Web browsers - and what you can do with them
-
Using e-mail, chat and Voice over IP to make Internet banking friendlier
and more robust
-
Making the call center your center of expertise for Internet banking
and customer relationship management
*sessions in Day
Three included in the
CONTACT US
| JOIN OUR MAILING LIST | ALL ABOUT CMP
PRIVACY STATEMENT | SITE MAP
|
