| 8:00 |
Continental Breakfast And Conference Registration |
|
| 9:00 |
Chairperson’s Opening Address |
|
| 9:15 |
Providing An Integrated Customer Experience
Julian Chu,
Director of Acquisition Marketing, Discover |
|
| 9:55 |
Examining Adaptive Customer Experience Strategies
Ronnie Rowton,
Vice President Client Intelligence, BB&T |
|
| 10:35 |
Refreshment Break & Networking Opportunity In The Solutions Zone |
|
| 10:55 |
Executive Presentation By Tealeaf
Geoff Galat,
Vice President, Marketing And Product Strategy, Tealeaf |
|
| 11:35 |
Aggregating Data… Showing Different Perspectives About Your Customer
Gerry Gaerlan,
Vice President of Marketing Analytics, US Bank |
|
| 12:15 |
Lunch For All Conference Attendees |
|
| |
Concurrent sessions: Choose Track A or B |
| |
TRACK A: Actionable Data Strategy |
TRACK B: Web Analytics |
| 1:15 |
Chairperson’s Opening Remarks |
Chairperson’s Opening Remarks |
|
| 1:25 |
Superior Customer Experience: Transforming Your Business Approach
|
Panel Session: Web Channel Analytics: Expectations And Best Practices
James Anderson,
Vice President of Electronic Services, Michigan First Credit Union
Trey Reeme,
Director of Channel Integration, TDECU |
|
| 2:10 |
Customer Experience Improvement Through Enhanced Customer Personal Financial Management
Jason Knight,
CEO and Co-Founder, Wesabe |
Controlled Experiments On The Web |
|
| 2:50 |
Refreshment Break & Networking Opportunity In The Solutions Zone |
|
| 3:20 |
Ideas Xchange: Round Table Sessions |
|
| 4:50 |
Idea Xchange Wrap-Up Session |
|
| 5:00 |
Refreshment Break & Networking Opportunity In The Solutions Zone |
|
| 8:00 |
Continental Breakfast And Conference
Registration |
|
| 9:00 |
Chairperson’s Opening Address |
|
| 9:15 |
Using The Business Case To Increase The Success Of Your Customer Data Initiatives
Kevin Daly, Vice President of Insight and Innovation, Wachovia |
|
| 9:55 |
Truly Knowing What Customers Want And Need
Pablo Azar, Assistant Vice President, and Consumer Insight,
Allstate Insurance |
|
| 10:35 |
Morning Refreshment Break & Networking
Opportunity In The Solutions Zone |
|
| 10:55 |
Ingredients For Deeper Customer Insight
Murli D. Buluswar, Vice President, Insight & Innovation, Farmers Insurance |
|
| 11:35 |
Panel Session: Current And Future Trends –
Insight Into Future Implications Of Being A Data
Driven Organization
Pablo Azar, Assistant Vice President, Measurement And
Consumer Insight, Allstate Insurance
William Brooks, Data and Integration Architect, MFS Investment Management |
|
| 12:15 |
Lunch For All Conference Attendees |
|
| 1:15 |
Acquiring And Sharing Trusted Data –
Developing A Master Data Strategy For
Financial Instruments
William Brooks, Data and Integration Architect, MFS
Investment Management |
|
| 1:55 |
The Analytical Approach To Online Social
Networking
Trey Reeme, Director of Channel Integration, TDECU |
|
| 2:35 |
Panel Session: Everything You Always Wanted
To Know About Customer Data, But Were Afraid
To Ask
Murli D. Buluswar, Vice President, Insight & Innovation,
Farmers Insurance
Gerry Gaerlan, Vice President of Marketing Analytics,
US Bank |
|
| 3:15 |
Conclusion Of Customer Data Summit For
Financial Services |
|
© 2007 WBR. All rights reserved. 
