Net Finance 2016 (past event)

April 18 - 20, 2016

Contact Us: 1.888.482.6012

Customer Experience and B2B

08:00 - 08:45 Continental Breakfast & Registration

08:45 - 08:50 Welcome Remarks

08:50 - 09:00 Chairperson’s Opening Address

Bill Sullivan

Global Head of Market Intelligence
Capgemini Financial Services

09:00 - 09:20 The Uberization of Banking: Becoming the Instant, Easy Choice

To compete in today’s digital world, it is no longer about being reactive, and answering the questions your customers ask. In the sharing economy, companies like uber and Airbnb have redefined the standard of customer experience. They want their companies and loyal brands to anticipate their needs, deliver on them immediately and make the entire process as easy as the click of one button.
• So how do you apply this to banking?
• What can you deliver to your customers that will both impress them and make their lives that much easier?
• How do you revolutionize an industry that has been around for centuries?

Ian Cunningham, Chief Operating Officer at Tangerine

Ian Cunningham

Chief Operating Officer
Tangerine

09:20 - 09:40 The Community of Banking: Breaking Down the Social Silence Around Personal Finances and Money Management

One of the few taboo topics left in today’s Western culture, is the discussion of money and personal finances. While people have built supportive social communities and technology around health and fitness, buying and selling, performing and entertaining, the one area of the modern day adult’s life that remains private, is their banking and financial decisions.
• How do you change the mindset of the incoming generation to open up about their finances?
• How do you build a community of loyal participants who openly support and endorse new services and technology in finance?
• How do you change this behavior to build a new generation of loyal and vocal financial followers and buyers?

09:40 - 10:00 Making Mobile Banking “Personal" Banking

According to an annual survey by Federal Reserve, mobile banking adoption has crept up from to 52% from 51% a year ago. Affirmations to adopt mobile banking from the users who are currently not using it are also down from 11% from 12%. Yet, mobile phones that are smartphones have gone up from 61% to 71% in the past year, a jump of 10%. What are consumers looking for in the next level of interaction to make it even easier for them to adopt mobile banking? How do businesses attract more mobile phone users and increase loyalty, and how do they increase adoption of the technology with their nonmobile banking users?
Takeaways:
• Why do some users not adopt mobile banking
• What would be the next level of banking
• What are privacy and security issues to consider

Lee-Lin Thye, Senior Product Marketing Manager at Symantec

Lee-Lin Thye

Senior Product Marketing Manager
Symantec

With the new age of digital, it has become a rarity that you walk into your bank branch and the teller knows your name, or asks about your family. That kind of service is difficult to replicate through a device or digital channel. So how do you provide a personal and interactive customer experience when you never lay eyes on your customer?
• What initiatives just need to be quick and easy, and what need a more personal approach or attention to detail?
• How do you provider personalization through multiple devices and constant new technology and data?
• How do you best handle customer complaints in a digitally interpersonal yet efficient manner?
Ryan Miller, Group Manager, Digital Product and Strategy at Bank of the West

Ryan Miller

Group Manager, Digital Product and Strategy
Bank of the West

Tim Paul, Head of Digital Design at Bank Of America

Tim Paul

Head of Digital Design
Bank Of America

Beth Dumke

VP, Product Development & Innovation
U.S. Bank BlueSpire Marketing

10:35 - 11:20 Waffles & Espresso Refreshment & Networking Break in the Fintech Solution Zone

Need a pick me up? We have waffles and espresso in FinTech Solution Zone! While you’re there check out the latest solutions for your business! Play “Unlock the Box” – get a code from the exhibiting companies for a chance to win amazing prizes!

11:20 - 11:45 Building a Community Bank Innovation Strategy

Community banks are often portrayed as being at a disadvantage when it comes to banking innovation. This session will give you insights into why that may not be the case. Practical, real world advice will be discussed on how a community bank can bring innovative and unique services to market cost effectively and get a competitive edge.

• What type of attitude and approach works – how to research, evaluate, & build strategic partnerships targeting your bank’s unique business goals
• What does your bank need to have in place and do to execute successfully
• Selling your organizational strengths and the payoff for taking calculated, targeted risks
John Schulte, CIO at Mercantile Bank

John Schulte

CIO
Mercantile Bank

11:45 - 12:05 Location: Marketing's Newest Frontier

Smartphone proliferation, expanding mobile data plans, and ever-improving proximity technologies such as beacons and next-gen GPS are increasing the ability of brands to drive consumer engagement in real-world moments that matter. Join author & Yext CMO, Jeffrey K. Rohrs and KeyBank VP of Digital Marketing, Laura Cameron, as they explore location as an digital asset for financial institutions today and in the future.

Laura Cameron, VP, Digital Marketing at KeyBank

Laura Cameron

VP, Digital Marketing
KeyBank

Jeff Rohrs, Chief Marketing Officer at Yext

Jeff Rohrs

Chief Marketing Officer
Yext

As digital continues to permeate every aspect of the financial market, it can be difficult to make sure your organization is keeping pace. It’s no longer just your department that needs to adapt, it’s every department...continually. So how to keep your customer at the heart of your change program, an even at the heart of your global organization culture, especially when their needs and expectations are changing even as your development is underway?
Marria Rhodriquez, Assistant Vice President, Digital Product Manager at Wells Fargo Bank

Marria Rhodriquez

Assistant Vice President, Digital Product Manager
Wells Fargo Bank

Shailesh Mendonca

Director, Digital Marketing
Capital One

Michael Han, Operations, US & APAC at Liferay, Inc.

Michael Han

Operations, US & APAC
Liferay, Inc.

Kristen Cronyn

Technology Product Strategy Manager
M&T Bank

12:40 - 12:50 How To Provide Small Businesses With The Digital Banking Services They Need

Small businesses are one of the most underbanked segments in our society. Financial institutions have failed to provide these organizations with the kind of financial services and support they need to succeed. At the same time, banks and credit unions have missed an opportunity to unlock the potential revenue that can had by providing these small businesses with the services and support they require. This presentation will feature a demonstration of the newest option in the market for delivering digital services that will attract and retain small business clients.

Michael Carter

CMO
D3 Banking

12:50 - 13:00 Innovation Spotlights

Three rapidfire presentations from our cuttingedge solution providers

Executive from Computer Associates
Three rapidfire presentations from our cuttingedge solution providers


Michael Levya

Global Head of Banking and Diversified Financials Practice
Capgemini

13:10 - 14:00 Lunch in the Crystal Ballroom


Stream 1: Content Management and Personalization

14:00 - 14:05 Chairperson’s Opening Address

Stream 2: Catering to Your Business Clients

14:00 - 14:05 Chairperson’s Opening Address

Stream 3: Building a New Generation of Millennial Customers

14:00 - 14:05 Chairperson’s Opening Address
Craig Smith, Founder and CEO at Trinity Insight

Craig Smith

Founder and CEO
Trinity Insight

Stream 1: Content Management and Personalization

14:05 - 14:35 Creating a Personalized Content Strategy that is Device Agnostic
When talking to your customers, the message and voice must be consistent every time you reach out, no matter the method. Learn to create one consistent personal voice.
• Define personalization by channel
• Understand how to obtain data to support your personlization strategies
• How to not overpersonalize your communications and maintain privacy barriers

15 minute presentation followed by a 15 minute audience discussion

Stream 2: Catering to Your Business Clients

14:05 - 14:35 Creating a Customer-Centric Culture Across Your Retail and Commercial Clients
Whether you are catering to an individual or a business, the quality of your service, and the experience provided must remain consistent.
• Best practices in maintaining one brand voice when speaking to both your retail and Commercial clients
• Create a customer service mindset across all business lines and size clients

15 minute presentation followed by a 15 minute audience discussion

Rebecca Wooters

Head of Citi Cards Customer Engagement
Citi Group

Stream 3: Building a New Generation of Millennial Customers

14:05 - 14:35 Surviving the Innovation Danger Zone
15 minute presentation followed by a 15 minute audience discussion
John Geyer, SVP, Innovation at MetLife

John Geyer

SVP, Innovation
MetLife

Stream 1: Content Management and Personalization

14:35 - 14:55 Using Your CRM Data to Build a Picture of Your Audience
Building a complete view of your customer and their behavior requires a sound CRM system and analysis. Learn best practices in drawing customer conclusions.
• What are your challenges to setting up a new CRM system?
• How do you get your old systems to communicate with new technologies?
• How do you even begin to manage all of the data points possible today?

Stream 2: Catering to Your Business Clients

14:35 - 14:55 Answering the Complex Service Needs of Your B2B Clients
Your B2B clients have more complex products, longer investment histories, and a more complicated process to execute. So how do you provide them with the simple solutions they need to move through your channels as easily as an individual?
• Deliver a digitally simple solution to your most complex client needs
• Slimming down content to deliver one-click solutions to your multi-faceted commercial customers
Milton Santiago, Managing Director, Global eCommerce Executive at Bank Of America

Milton Santiago

Managing Director, Global eCommerce Executive
Bank Of America

Stream 3: Building a New Generation of Millennial Customers

14:35 - 14:55 Using Social Media to Create Social Advocacy and Grow Your Loyalty
Build a social voice that resonates with customers on a more personal level, building trust and loyalty around your brand and not just your products.
• Using social media to create a larger brand image that transcends the traditional bank
• Strategies to talking to you customers as a brand rather than an institution
• Answering customer service questions effectively through social media

Stream 1: Content Management and Personalization

14:55 - 15:15 Personetics Case Study
David Sosna, Co-Founder and Chief Executive Officer at Personetics

David Sosna

Co-Founder and Chief Executive Officer
Personetics

Erin Gabrielson

Digital Customer Care
Citi

Stream 2: Catering to Your Business Clients

14:55 - 15:15 Powering Omnichannel Experiences with Real-Time Data
Financial services organizations today face the same mandate as other consumer-facing organizations across industries: deliver a consistent, compelling customer experience across channels and devices, in real time. At the same, these organizations must adhere to stringent customer data security and privacy guidelines that historically have inhibited their ability to leverage customer data to build a comprehensive view and provide the personalized interactions that drive revenue.
This session will explore how financial services organizations can:
• Unlock customer data that's trapped in siloed systems and applications
• Build a unified view of the customer across channels and touchpoints
• Leverage that unified view to take action, across applications, in real time
• Deliver on the promise of a compelling omnichannel customer experience without sacrificing data security

Adam Corey

VP, Marketing
Tealium

Stream 3: Building a New Generation of Millennial Customers

14:55 - 15:15 Streamlining the Enrollment Experience

According to a recent study by Javelin, more than 70% of customers prefer to apply for checking and credit services in digital channels. Are you providing a simple and seamless online enrollment experience for your customers?

Join ID Analytics as we share best practices in effective new account enrollment and detail how our customers have streamlined their application process resulting higher conversion rates and increased revenue.

  • Seamless customer acquisition
  • Fraud risk management
  • Increased conversion rates
Scott Hamlin, Product Manager, Innovation and New Ventures at ID Analytics

Scott Hamlin

Product Manager, Innovation and New Ventures
ID Analytics

15:15 - 15:45 Beer Happy Hour Refreshment & Networking Break in the Fintech Solution Zone

Time for a beer! Join our Happy Hour in the FinTech Lounge. While you’re there check out the latest fintech solutions for your business! You can also play “Unlock the Box” – get a code from the exhibiting companies for a chance to win amazing prizes!

Stream 1: Content Management and Personalization

15:45 - 16:15 Getting Personal, But Not Too Personal
Here, financial institutions discuss different strategies around personalization and how best to interact with your customer on a one on one basis.
• What tactics hit home and which ones miss the mark?
• How effective is your email marketing versus other channels?
• Where is the line of privacy and how do you avoid it?

Delma Quash

Director, Technology Delivery
American Express

Stream 2: Catering to Your Business Clients

15:45 - 16:15 An Integrated or Siloed Approach? Should You Have a Separate Commercial Digital Strategy?
Should you cater to the needs of your commercial and retail bankers together or separately? Understanding the different needs of your clients and how to organize them most effectively.
• With a more complex service, how do you address the needs of your commercial clients in a retail driven culture?
• How do you structure your team to answer both sides of your business?

Milton Santiago, Managing Director, Global eCommerce Executive at Bank Of America

Milton Santiago

Managing Director, Global eCommerce Executive
Bank Of America

Beth Dumke

VP, Product Development & Innovation
U.S. Bank BlueSpire Marketing

Joel Rackham

VP, Channels and Development
Lendio

Stream 3: Building a New Generation of Millennial Customers

15:45 - 16:15 Building a Content Strategy for the Millenial
Hear from companies that focus on their next generation. What works and what doesn’t? How do you cater your brand to a younger client without compromising your base?
• Understand the values and priorities of your younger clientele
• What do they want to hear from you and when
• Building a relatable brand for the next generation

16:15 - 17:15 Industry Roundtables

An industry specific facilitated strategy discussion focused on addressing challenges and sharing lessons learned within specific financial communities.
Roundtable 1: BIG BANKS
Roundtable 2: REGIONAL BANKS
Roundtable 3: CREDIT UNIONS
Roundtable 4: INSURANCE
Roundtable 5: INVESTMENTS


17:15 - 18:15 The NetFinance Margaritaville Reception

Ready for some tasty margaritas? Join your fellow attendees at the premier Net Finance reception. Enjoy the island vibes as you sip a tasty cocktail! They’ll be more mingling than you can imagine! This reception is your one cannot miss event!

18:15 - 23:59 End of Day Two