Customer Data Summit 2008

GET INVOLVED

EVENT DETAILS

Customer Data Summit 2008
Who Should Attend?
Speaking Faculty
Data Governance Forum
Main Conference Agenda
Request Updates
Conference Pricing
Related Events

DELEGATE INFORMATION

Venue Information
FAQs

OUR PARTNERS

About Our Sponsors
About Our Media Partners
About Our Exhibitors

WBR

WBR Home
Contact Us

The ONLY customer data management event to focus on the

unique needs of the retail finance industry!

Customer Data Summit For Financial Services • July 15 – 17, 2008
The Mid-America Club • Chicago, IL

Optimize your customer’s experience!

The link between a successful approach to customer data and a boost in quality customer experience is often misunderstood. Many financial organizations have yet to fully harness their customer data to improve customer relationships through data rich resources.

If you want to learn how to better use your customer database to optimize customer relationships, increase business value, and gain higher revenues, then you need to attend Customer Data Summit.

Presentations By:

Use your customer data to:

Identify your most valuable customers to yield higher revenue
Accurately target cross-sell and up-sell promotions to customers
Make better-informed business and strategic decisions, based on more complete and accurate customer, sales and market data
Quickly identify and respond to changing market demands and trends
Eliminate duplicated efforts in maintaining multiple copies of customer information
Improve legislative compliance as well as risk scoring and risk management with an integrated customer view
Effectively share information across your enterprise and business partners

Interested in sponsoring this event? Call Brooke Kenna at 646-200-7546 or email Brooke.Kenna@wbresearch.com

Our distinguished speaker faculty includes:

Pablo Azar Assistant VP, Measurement & Consumer Insight Allstate Insurance	Jennifer Sussman Customer Experience Strategist American Century Investments
Ronnie Rowton VP Client Intelligence BB&T	Julian Chu Director of Acquisition Marketing Discover
David Kiel VP Technology First Command Financial Services	Trey Reeme Director of Channel Integration TDECU
Cathy Burrows Director of Enterprise Information RBC	William Brooks Data and Integration Architect MFS Investment Management
David Plotkin Data Quality Manager Wells Fargo	Gerry Gaerlan Vice President of Marketing Analytics US Bank
Gwen Thomas President The Data Governance Institute, LLC	Daymond Ling Senior Director of Modeling & Insights Canadian Imperial Bank of Commerce
Jay Gould Senior Advisor of Corporate Operations & Technology CITI	Jason Knight CEO and Co-Founder Wesabe
James Anderson Vice President of Electronic Services Michigan First Credit Union	Murli D. Buluswar Vice President, Insight & Innovation Farmers Insurance

Here’s why you can’t afford to miss the Customer Data Summit:

It is widely recognized that the “one size fits all” strategy is not the ideal way to provide any service to customers. Blanket campaigns typically fail due to inadequate knowledge of customer needs and lack of segmentation.

If you don’t know who your customers are and what they need you will fall behind in a changing industry where customer loyalty is more elusive than ever. The answer often lies within a largely untapped customer database that could be used to:

Improve understanding of customer’s behavior
Identify groups with similarities that can be targeted jointly
Predict customer behavior
Achieve customer satisfaction and retention
Maximize cross-sell and up-sell opportunities to increase production

Sponsored By: