Employing Analytics To Understand Conversion Paths And Consumer Behavior

Denise Rossi Henn Vice President & Senior Manager eBusiness PNC Bank

• Uncover the “why” behind “what” your customers are doing online
• Define key metrics to measure the use of emerging media platforms
• Discuss opportunities to create more value for your customers

Tim Callan Vice President of Marketing, SSL VeriSign

• Building trust with online customers from initial attraction to completion of a transaction
• Maximize site visitor confidence through the Extended Validation (EV) SSL certificates
• Sharing concrete examples of increased rates of completed transactions and avoiding abandonment

• Build credibility as a “trusted advisor”: Develop a customer-centric model based on what your customers want, not what you think they need
• Optimize your planning process: What are your internal assets? What can you create?
• Analyze the techniques other financial service leaders use to determine how to add more value

Gathering Customer Data Through Social Media To Improve Targeted Messaging

• Facebook meets Etrade: using social networking to promote transparency and obtain more information about your customers
• Examine opportunities for partnerships to further your reach to prospects
• Ensure online engagement with traffic that leads to the most approval prospects opportunities to create more value for your customers

	Stephen Hill eMarketing Director Bayview Financial
	Brian Jurutka Vice President comScore, Inc.
	Denise Rossi Henn Vice President & Senior Manager eBusiness PNC Bank

• Determine the right data mix to gauge the success of your marketing plans
• Measure the ROI of your online marketing and advertising endeavors
• Develop a strategy to designate resources to your online marketing initiatives

	Kenneth Simon Assistant Vice President, eCommerce Affinity Federal Credit Union
	Riaz Latifullah Vice President Financial Management and Operations AARP Services Inc.
	Matt Wilcox Vice President Marketing and Communications Zions Bank
	Chris Jolley Group Manager Microsoft’s Financial Product Group

• Assess how your customers currently interact with your online brand
• Building trust and deliver information through innovative technologies
• Ensure ongoing measurement of client interface

William Azaroff Director, Online Banking & Engagement Vancity

• Give people something “meaty” about your company to talk about
• Ensure your marketing dollars go further
• Take advantage of social media opportunities

Joleen Spencer Senior Vice President, Marketing Shore Bank

• Identify the ideal customer for your values based marketing strategy
• Identify the ideal customer for your values based marketing strategy • Determine the right mix of marketing channels to increase your reach to prospects through:
• Results: What are the opportunities for improvement?

A rotating roundtable discussion for all delegates

iMIX A: Optimizing Allocation of Your Interactive Marketing Spend & Resources

Suzy Fig General Manager Covario

iMIX B: Five Steps To An Online Customer Experience Competency

Geoff Galat Vice President Of Marketing And Product Strategy Tealeaf

iMIX C: Using Social Media To Enhance The Business Strategies You Already Have

William Azaroff Director, Online Banking & Engagement Vancity

iMIX D: Getting Your Piece Of The Pie: What Customers Do Online When You're Not Looking

Paul Zeckser Sales Director - Financial Services Compete

If you are interested in moderating a roundtable, please contact Chet Silverman, Director of Sponsorship at 646-200-7478 or csilverman@wbresearch.com