Day 4 – Enhancing The Online Banking Experience & Mobile Banking - Full Agenda - Thursday, April 17, 2008

Enhancing The Online Banking Experience + Mobile Banking


8:00 Continental Breakfast And Registration
   

8:30 Chairman’s Opening Address
 
  Bob Homer
Vice President of Product Management
Electronic Banking Services Division
CheckFree

8:45 Improving Onsite Functionality To Meet Your Customers’ Needs And Expectations
 
  Patrick Reetz
Vice President Online Banking
Marshall & Illsley Corporation
 

The online channel continues to evolve at an incredibly fast pace. How do you prioritize for your customers and bank? With growing customer demands and increased functionality, prioritization is a critical challenge facing many banks today. What's important and how do you position continued investment given competition and customer desires for increased features and functionality. Join M&I Corp’s Patrick Reetz to tackle some of the issues and challenges in improving onsite functionality:

  • What are the keys to prioritizing a successful roadmap?
  • How do you measure success?

9:20 Starting Almost From Scratch - Practical E-Commerce Advice Without The Jargon
 
James Anderson
Vice President Electronic Services
Michigan First Credit Union
 

You have a Web site but now what? Most financial institutions see their destination, but many are unsure how to navigate through an obstacle course of industry jargon, consultants and vendors in order to achieve the desired results. Practical advice for:

  • Planning and implementing a successful Web site redesign and e-commerce strategy
  • Building your data infrastructure
  • Improving what you have in your online channel
  • Measuring success
  • Making your marketing efforts consistent, coordinated and effective
  • Building community partnerships and customer relationships via Web – Blogging with a purpose

9:55 PANEL DISCUSSION: Examining Early Wins And Persistent Challenges In Mobile Banking + Next Steps
 
Chuck Hall
Chief Technology Officer, eCommerce
Capital One Financial
 
Brandon McGee
Vice President and Senior Product Manager (Mobile Banking)
The Huntington National Bank
Christopher Cox
Senior Vice President, Wholesale Internet Director
Wachovia

Is the term mobile banking tainted from the failed attempt in 2001? Who will ultimately own the clients - banks or carriers? What will be the role of mobile banking for the un-banked or under-banked? Does mobile banking have a business purpose or is it just keeping up with the Jones's? What kind of fraud or security attacks can we expect and how do we handle them? Where will mobile banking take us by 2010? Will mobile payments be a factor?

  • Evaluating the early successes in mobile banking
  • How can the mobile banking experience be optimized
  • Where do you start if you haven’t launched a mobile banking channel?
  • Can mobile banking improve the way our customers bank?

10:30 Refreshment Break & Networking Opportunity
   

11:05 Mobile Banking: Who, What, When, Where, Why
 
Brandon McGee
Vice President and Senior Product Manager,
Mobile Banking
The Huntington National Bank

Mobile banking should be one of your top priorities for 2008, but what are the real opportunities and what are the challenges that need to be overcome? How do you build a solution? How do you drive adoption? Join Brandon McGee, who is responsible for the growth and development of Huntington’s mobile banking initiative and developing new online sales and service enhancements, to cover some of the more in-depth points in mobile banking.

  • A quick overview on mobile banking and its impact on your business objectives
  • Evaluating solution channels (Browser / SMS / Rich UX)
  • Developing a business case and selling your recommendation
  • Growing mobile banking adoption through integrated marketing

11:40 Mobile Banking - An Enterprise Cross-Segment Orientation
 
Christopher J. Cox
Senior Vice President, Wholesale Internet Director
Wachovia Bank
Gary Rose
Vice President
Emerging Trends & Analysis, Wachovia

Wachovia is very committed to delivering unique mobile solutions to their customers. However, customer needs vary across consumer, small business and commercial segments. Christopher Cox will review Wachovia's perspective on the evolving mobile landscape and review approaches to delivering mobile solutions across segments.

  • An overview of the financial services mobile landscape
  • Wachovia's approach to mobile online banking for retail consumers
  • Wachovia'a approach to mobile solutions for small business and commercial clients
  • A perspective on how the mobile space will evolve

12:15 End of Net.Finance 2008
   

 

 



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