Eskander Matta Senior Vice President, Internet Services Group Wells Fargo

Deepening customer relationships and providing consistent products and services across channels is important to Wells Fargo. Believing that customers can have a convenient banking experience through the mobile channel, Wells Fargo has taken the leap and embraced the opportunities to develop and execute a clear mobile strategy.

Customers can see mobile alerts, check accounts and transfer funds through their mobile devices. More mobile features are being introduced to ensure customers enjoy the value of their mobile services. Join Eskander Matta, SVP of Internet Services Group to discuss:

• Authentication and security in mobile banking
• Overcoming the skepticism and listening to what your customers really need
• Integrating your mobile channel with your key marketing channels to retain and acquire customers

Presentation by: Bank of America

As Bank of America’s Chief Marketing Executive for their eCommerce and ATM division, Vinoo is responsible for all Marketing, Onsite Merchandising, and development and management of all electronic marketing channels. Join Vinoo as he outlines and tackles the impact of social media on marketers, your business strategies, and your relationship with your customers.

• Examining Web 2.0, specifically, connectivity, search and mobile and how it is firmly putting our customers in control
• Evaluating next steps how Marketing can fundamentally change to connect to our customers in this new reality
• Sharing some non-financial, as well as financial examples to make the case and discuss:

Geoff Galat Vice President, Marketing & Product Strategy Tealeaf

Geoff has been at Tealeaf for 6 years, responsible for overseeing marketing and product strategy. Geoff has more than twenty years of experience in technology marketing. Prior to Tealeaf, Geoff was Vice President of Marketing & Product Management at Tumbleweed Communications, evangelizing the use of the Internet as a channel for secure messaging & communications. Tealeaf captures every online interaction, every time, giving you unprecedented visibility and insight into customer experience. Understanding "why" not only ensures that more transactions are successfully completed; it also enables your company to be more proactive and intuitive in servicing your customers. Tealeaf gives four out of the five largest banks the answers they need to drive measurable improvements to the online customer experience. See how at www.tealeaf.com

Larry Freed President and CEO ForeSee Results

ForeSee Results will introduce findings of a cross-sector study, produced in partnership with Forbes.com, comparing and contrasting how customer satisfaction impacts share of wallet and loyalty for the online banking, online bill payment and e-brokerage industries. Applying the technology of the American Customer Satisfaction Index (ACSI) in the survey, ForeSee Results is able to link satisfaction with the web experience to the customer behaviors that drive ROI for financial services companies, fostering retention, increasing likelihood to purchase additional products and services, as well as supporting adoption and increased use of the costefficient online channel.

Mickey Mencin Director of Advertising KeyBank

There is an undeniable opportunity in the rise of a huge and affluent new consumer group. Financial institutions should take a cue and seriously explore the implications of winning the “moneyed masses.” Join Mickey Mencin as she discusses how you can address and serve the unmet needs and desires of the wealthy consumer market by:

• Understanding who they are: Meet the Mass Affluents
• Examining what their "Media Persona" tells us about them
• Discussing the challenges of Marketspace Planning in a bank product world

	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

Acquiring customers is always a goal for any financial institution, but once a customer is on board, how do you take care of them to ensure they don’t move to your competitors? Keeping your clients satisfied is not a simple task but anticipating the issues and setting up an actionable retention plan as soon as they sign up gives you a healthier advantage. Join our executive panel of marketing leaders and learn about the important retention strategies you need to consider and potentially implement, such as:

• Managing client on-boarding to establish customer retention
• Examining behavior-based cross-selling through the authenticated site
• Attracting and establishing early relationships with the younger generation through innovation and engagement
• Creating unique loyalty programs for different customer segments

Choose sessions between the concurrent tracks, designed to provide you with relevant tools and strategies that you can use to improve your marketing tactics. A 5-minute transition period after every session is allotted to allow you to move from one track to another. Make sure you stay through the end of the day so you don’t miss out on any of the important topics!

Karla J. Kahmeyer Advice and Guidance Consultant American Century Investments Electronic Commerce

Engineering engaging experiences for the soon-to-retire audience is key to increasing their loyalty and longevity. Learn how American Century Investments developed an online experience for this important audience. Join Karla Kahmeyer in this session and discuss how you can:

• Best understand your audience
• Integrate the soon-to-retire needs into the experience
• Effectively plan the next iteration

Jon Kaplan Industry Director, Financial Services Google

Marketers are starting to use YouTube in incredibly creative ways to help build their brand. From educational content to offline sponsorship integration to community collaboration, YouTube is being used by leading marketers in revolutionary ways. As one of the internet's largest "social networks", YouTube provides a platform to distribute video assets creatively while tapping into the viral nature of video sharing. Jon Kaplan, Google's Industry Director of Financial Services, will discuss the YouTube platform, interesting ideas and the real-life marketer examples, so you can develop your online video strategy.

Gabriel Dalporto Chief Marketing & Strategy Officer Zecco Holdings, Inc.

As social networking explodes beyond the confines of college students to the mainstream financial consumer, how can financial services companies leverage this new medium to attract and retain customers? Join Gabriel Dalporto in

• Exploring the real world application of social networking to the investing “vertical” through ZeccoShare
• Seeing how that’s changing the way people think about their investments
• Sizing what it means to financial services companies in terms of account acquisition and retention

	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

• Enhancing your online channel to allow your customers to interact with you
• Driving customer engagement by listening to your customer’s voice
• Using Web 2.0 techniques and social media to reach out to your customers
• What can we learn about marketing in “virtual worlds”?

Pablo Azar Assistant Vice President, Customer Measurement and Insight Allstate Insurance Company

Many marketers struggle with the task of optimizing their budgets given multiple programs, disparate channels, measurement uncertainty, incomplete data and multiple goals. The presentation will share a systematic approach to address these issues in order to develop an optimized Marketing plan. Specifically, the presentation will cover how to identify and define an objective function (what to optimize)

• Assess and rate program measurement quality
• Construct response and cost functions
• Develop an optimized budget

	Billy Martin Retail Internet Lead Wachovia Mortgage
	Kate Clark Director eCommerce Product Development USi, An AT&T Company

Today’s online executives face a myriad of challenges from resource constraints and tightening budgets, to the need to improve return on investment, evaluate next-generation technology, and improve the customer experience. Discover how outsourcing your eCommerce initiatives can be a strategic business decision for your organization. Join Wachovia Mortgage's Billy Martin and USi as they explain the five things you need to know about outsourcing, including:

• Why you should consider outsourcing: factors that influence your decision to in-source vs. outsource
• When you should consider outsourcing to meet the needs of your customers
• How to turn outsourcing into a competitive advantage
• What to look for in a service partner
• How to build and maintain key outsourcing relationships

Jason Knight CEO and Co-Founder Wesabe

Rather than warehousing customer data, what would it mean to open it up? To take the data that your customers provide and to give context – how can knowing where they spend help them make better financial decisions? Jason Knight, the CEO of social personal finance site Wesabe, will explore the themes of data access, openness and partnerships. This presentation will include:

• Data does *not* have to be dry - how to make numbers compelling and relevant
• Partnerships, open APIs and new technologies
• Security and privacy: building trust and keeping your users safe

A one-on-one networking and relationship building with your peers in a vendor-free zone. Enjoy refreshments and have face-to-face conversations with industry leaders in channel marketing and online banking. Brainstorm, build relationships and form long-lasting friendships in this Marketers-Only zone.

Saddle up, pardners! You can network with your fellow attendees at the old rustic wild western saloon where you can whet your whistles at the cowboy bars, dine on cowboy grub and two-step the night away to a country & western band. But that's not all; there are competitive cowboy casino games to keep the excitement going all night long!