Days 2 & 3 – Main Conference - Agenda at a Glance - April 15-16, 2008

Integrating Key Marketing Channels To Improve Customer Conversion, Retention And Engagement


7:15 “An Invitation Only Event” Private workshop Breakfast session: The Role of Search in Consumer Banking of Tomorrow
Hosts:

Elena Filimonova - Sr. Director, Strategic Marketing – Financial Services, Fast
Jeff Fried – Vice President, Product Management, Fast

7:30 Registration – Sponsored By comScore, Continental Breakfast And Opportunity To Network in The Solutions Zone

8:15 Welcome Address And Introductions
Leanne Laudico-Arcinue, Executive Director, Net.Finance 2008

8:25 Chairman’s Opening Address
Jason Shulman, Chief Revenue Officer, [x+1]

8:40 Capturing Your Customer’s Loyalty Through Mobile Banking Services
Eskander Matta, Senior Vice President, Internet Services Group, Wells Fargo

9:40 The Emergence Of Social Media And Its Implications To Marketers
Presentation by Bank of America

9:50 eCommerce Failures: The Real Impression. The Real Impact
Geoff Galat, Vice President, Marketing & Product Strategy, Tealeaf

10:25 Morning Refreshment Break & Networking Opportunity In The Solutions Zone

11:00 How Online Customer Satisfaction Drives Share of Wallet and Loyalty for Financial Services Companies
Larry Freed, President and CEO, ForeSee Results

11:35 Are Mass Affluents The "New" Mass Market?
Mickey Mencin, Director of Advertising, KeyBank

12:10 CMO PANEL: Creating Customers For Life: Establishing Stronger Customer Relationships Through Effective Retention Strategies
Shari Storm, Vice President and Chief Marketing Officer, Verity Credit Union
Gabriel Dalporto, Chief Marketing & Strategy Officer, Zecco Holdings, Inc.
Andy Frawley, Chief Executive Officer, Click²
Rick Starbuck, FVP eCommerce Customer Experience, Washington Mutual

12:45 Luncheon For All Net.Finance 2008 Attendees

 
Concurrent Afternoon Tracks – Choose A or B
  Track A: Online Marketing Strategies Track B: Total Customer Experience
1:55

Chairman’s Opening Address
Ron Sheklin General Manager, Financial Services, Compete

Chairman’s Opening Address

2:05 Renovate Your Web Tools To Retain Soon-To- Retire Customers
Karla J. Kahmeyer, Advice and Guidance Consultant, American Century Investments, Electronic Commerce
Using Customer-Centric Design And Techniques To Create True Innovation In Financial Services
Rick Starbuck, FVP eCommerce Customer Experience, Washington Mutual

2:45 Youtube And Financial Services?" How FS Marketers Are Using Youtube To Build A Brand
Jon Kaplan, Industry Director, Financial Services, Google
Marketing Budget Optimization: A Practical Approach
Pablo Azar, Assistant Vice President, Customer Measurement and Insight, Allstate Insurance Company

3:05 Afternoon Refreshment Break & Networking Opportunity In The Solutions Zone

3:55 Leveraging Social Networking In The Finance Vertical
Gabriel Dalporto, Chief Marketing & Strategy Officer, Zecco Holdings, Inc.
Extending Your Ability To Do More With Outsourcing
Billy Martin, Retail Internet Lead, Wachovia Mortgage
Kate Clark, Director, eCommerce Product Development, USi, An AT&T Company

4:35 PANEL DISCUSSION: Acquiring And Retaining Customers Through Social Media
Daan Josephus Jitta, Senior Vice President, Direct Channels and Innovation, ABN AMRO Netherlands Commercial Clients
Avi Pollock, Head of Applied Innovation, Global Technology & Operations, Royal Bank of Canada
Tom Desmond, Chief Growth Officer, TradeKing
Helping Your Customers Get More Value From Their Financial Data
Jason Knight, CEO and Co-Founder, Wesabe

5:30 Marketer-to-Marketer Exclusive Card Swap

6:00 Wild Western Saloon Cocktail Party For All Net.Finance 2008 Attendees Hosted By Integrato

 

Main Conference - Full Agenda - Wednesday, April 16, 2008


7:45 Registration – Sponsored By comScore, Continental Breakfast And Opportunity To Network in The Solutions Zone

8:15 Chairman’s Opening Address
Eric Cantini, Partner, Brulant
Nathan Carmon, Partner, Brulant

8:30 Two Customers For The Price Of One: Introducing Virgin Money’s Unique Positioning And Approach To Customer Acquisition
Asheesh Advani, President and CEO, Virgin Money USA

9:05 Driving Engagement To Drive Brand And Business Opportunity Conversion
Elizabeth Birenbaum, Business Leader, Global Interactive Marketing, Mastercard International

9:40 Analytics In Action: Why FS Companies Are So Excited About Automated Testing And Targeting
Brent Hieggelke, VP Strategic Marketing, Omniture

10:15 Morning Refreshment Break & Networking Opportunity In The Solutions Zone

10:55 PANEL DISCUSSION: Maximizing Your Campaigns And Marketing Spend To Optimize Your SEO and SEM Programs
Michael Neil, Vice President Online Channel, Merrill Lynch, Global Bank Group
Mickey Mencin, Director of Advertising, KeyBank

11:30 Web 2.0 In Action: Innovating With Your Clients
Avi Pollock, Head of Applied Innovation, Global Technology & Operations, Royal Bank of Canada

12:05 Exploring Virtual Worlds: Can They “Amazon” Our Communication Channels?
Daan Josephus Jitta, Senior Vice President, Direct Channels and Innovation, ABN AMRO Netherlands Commercial Clients

12:40 Luncheon For All Net.Finance 2008 Attendees

1:40 Humanizing The Online Experience: Effective Targeting Strategies And Case Studies
Jim Dicso, Senior Vice President, LivePerson, Inc.
Risa Dimacali, Director, Online Marketing - Charles Schwab

2:15 A Case Study: Leveraging The Online Channel To Demonstrate Offline Results
Kelly Harper, Director, Private Client Group Marketing and Client Strategy, BMO Financial Group

2:50 Main Street Meets Wall Street: How User-Generated Content & Social Networking Are Transforming Online Investing
Tom Desmond, Chief Growth Officer, TradeKing

3:20 Afternoon Refreshment Break And Networking Opportunity In The Solutions Zone

4:00 Online Account On-boarding: How, When, and Why?
Matthew Wilcox, Vice President, Corporate Marketing and Communications, Zions Bank

4:35 PANEL DISCUSSION AND HAPPY HOUR: Reflecting On The Future Of Customer Relationships – What Now And What’s Next?
Susan McManus, Associate VP, Internet Corporate Marketing, Nationwide
Charlie Lougheed, Senior VP, Retail Direct Online, National City Corporate
Thomas Pitkin, Vice President, Web Marketing & eCommunications, Sovereign Bank

5:10 Wednesday Session Concludes

 

 



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