| 8:00 |
Continental Breakfast And Conference
Registration |
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| 9:00 |
Chairperson’s Opening Address |
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| 9:15 |
Using The Business Case To Increase The Success Of Your Customer Data Initiatives
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Kevin Daly
Vice President of Insight and Innovation
Wachovia |
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Many IT projects fail to meet their originally stated business objectives due to a lack of a common understanding among the key players. Real world examples show that quantifying the benefits is a valueadded process that can greatly increase the success of new projects. - Determining the process for building an effective business case for your project
- Examining how business metrics can be used to quantify the benefits of your project
- Launching a practice that ensures the business case be used to manage your project throughout its entire life cycle
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| 9:55 |
Truly Knowing What Customers Want And Need
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Pablo Azar
Assistant Vice President, Measurement
And Consumer Insight
Allstate Insurance |
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Over 60% of customer service organizations today carry surveys. However most of them still don’t understand their customers, what they are thinking or even if they are truly satisfied. Analyzing the information collected, moving to act on customers' demands and continuing the cycle of feedback management is the biggest challenge. - Examining the best way to implement a good feedback management solution
- Incorporating feedback in overall view of customers
- Determining the best way to manage the information collected, and how can you be sure it provides for customers’ needs and demands
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| 10:35 |
Morning Refreshment Break & Networking
Opportunity In The Solutions Zone |
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| 10:55 |
Ingredients For Deeper Customer Insight
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Murli D. Buluswar
Vice President, Insight & Innovation
Farmers Insurance |
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Farmers Insight & Innovation is leveraging customer feedback in the blog space across the entire internet to understand relative brand positioning. Learn how Farmers, through text mining, has gained a deeper understanding of how it matches up against its competitors across key dimensions of consumer interaction, and what this could imply for the evolution of how firms gather and respond to marketing research. - Understanding the organizational components that create deeper customer insight
- Leveraging the motivations and technologies that can create a more complete view of the customer
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| 11:35 |
Panel Session: Current And Future Trends –
Insight Into Future Implications Of Being A Data
Driven Organization
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Pablo Azar
Assistant Vice President, Measurement
And Consumer Insight
Allstate Insurance |
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William Brooks
Data and Integration Architect
MFS Investment Management |
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In financial services, its always important to look to the future and anticipate coming trends and circumstances. Join our panel and look at strategic planning assumptions and an enlightening views of the key trends and issues possibly facing IT organizations in the coming years such as market momentum, maturation, consolidation and skills shortage. |
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| 12:15 |
Lunch For All Conference Attendees |
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| 1:15 |
Acquiring And Sharing Trusted Data –
Developing A Master Data Strategy For
Financial Instruments
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William Brooks
Data and Integration Architect
MFS Investment Management |
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In nearly every company, there is some area of reference data that is critical to the core business. In financial management, for example, reliable identification of investment securities is vital. When closely examined, though, this uniformseeming data often varies in usage and quality throughout the organization. Entrenched definitions specific to individual business units further complicate the situation. Bill has worked on multiple initiatives aiming to build a standardized security master and will share both lessons learned from those projects and how a new MDM project is taking shape today. - Examining how security master data was approached in an in-house compliance tool; a message-based integration project and an outsourcing contract
- Addressing political pressure commonly associated with a project
- Looking at lessons learned from previous efforts and how they affect a new master data project
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| 1:55 |
The Analytical Approach To Online Social
Networking
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Trey Reeme
Director of Channel Integration
TDECU |
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Many organizations are dabbling in the realm of social networking sites, creating profiles, campaigns, and even the platforms themselves. This session provides an in-depth look at users who love the social web and how site owners can engage them. - Examining how analytics can drive the design of a social networking campaign or platform
- Identifying channels to meet different audience delivery needs and preferences
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| 2:35 |
Panel Session: Everything You Always Wanted
To Know About Customer Data, But Were Afraid
To Ask
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Murli D. Buluswar
Vice President, Insight & Innovation
Farmers Insurance |
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Gerry Gaeralan
Vice President of Marketing Analytics
US Bank |
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Improve the likelihood of your success as you embark upon your first customer data initiative. During this engaging discussion, you'll learn the best practices every IT professional must know to fast-track success and minimize risk. This is your opportunity to ask all your questions and share your own experiences. |
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| 3:15 |
Conclusion Of Customer Data Summit For
Financial Services |
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