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 IntelligenceCapgemini Financial Services
09:00 - 09:20 The Uberization of Banking: Becoming the Instant, Easy Choice
• 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?
09:20 - 09:40 The Community of Banking: Breaking Down the Social Silence Around Personal Finances and Money Management
• 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
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
10:00 - 10:35 Generating Next Level Customer Service: Combining the Digital and the Personal
• 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?
Beth Dumke
VP, Product Development & InnovationU.S. Bank BlueSpire Marketing
10:35 - 11:20 Waffles & Espresso Refreshment & Networking Break in the Fintech Solution Zone
11:20 - 11:45 Building a Community Bank Innovation Strategy
• 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
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.
12:05 - 12:40 Building a Customer-Centric Culture both Internally and Externally
Shailesh Mendonca
Director, Digital MarketingCapital One
Kristen Cronyn
Technology Product Strategy ManagerM&T Bank
12:40 - 12:50 How To Provide Small Businesses With The Digital Banking Services They Need
Michael Carter
CMOD3 Banking
12:50 - 13:00 Innovation Spotlights
Executive from Computer Associates
13:00 - 13:10 Innovation Spotlights
Michael Levya
Global Head of Banking and Diversified Financials PracticeCapgemini
13:10 - 14:00 Lunch in the Crystal Ballroom
Stream 1: Content Management and Personalization
14:00 - 14:05 Chairperson’s Opening AddressStream 2: Catering to Your Business Clients
14:00 - 14:05 Chairperson’s Opening AddressStream 3: Building a New Generation of Millennial Customers
14:00 - 14:05 Chairperson’s Opening AddressStream 1: Content Management and Personalization
14:05 - 14:35 Creating a Personalized Content Strategy that is Device Agnostic• 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• 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 EngagementCiti Group
Stream 3: Building a New Generation of Millennial Customers
14:05 - 14:35 Surviving the Innovation Danger ZoneStream 1: Content Management and Personalization
14:35 - 14:55 Using Your CRM Data to Build a Picture of Your Audience• 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• 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
Stream 3: Building a New Generation of Millennial Customers
14:35 - 14:55 Using Social Media to Create Social Advocacy and Grow Your Loyalty• 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 StudyStream 2: Catering to Your Business Clients
14:55 - 15:15 Powering Omnichannel Experiences with Real-Time DataThis 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, MarketingTealium
Stream 3: Building a New Generation of Millennial Customers
14:55 - 15:15 Streamlining the Enrollment ExperienceAccording
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
15:15 - 15:45 Beer Happy Hour Refreshment & Networking Break in the Fintech Solution Zone
Stream 1: Content Management and Personalization
15:45 - 16:15 Getting Personal, But Not Too Personal• 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 DeliveryAmerican 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?• 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?
Beth Dumke
VP, Product Development & InnovationU.S. Bank BlueSpire Marketing
Joel Rackham
VP, Channels and DevelopmentLendio
Stream 3: Building a New Generation of Millennial Customers
15:45 - 16:15 Building a Content Strategy for the Millenial• 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
Roundtable 1: BIG BANKS
Roundtable 2: REGIONAL BANKS
Roundtable 3: CREDIT UNIONS
Roundtable 4: INSURANCE
Roundtable 5: INVESTMENTS