Financial Technology Expo

KEYNOTES

DAY ONE, TUESDAY, OCTOBER 23, 2001

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.

DAY TWO, WEDNESDAY, OCTOBER 24, 2001

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?