Day 1 - Online Acquisition Strategies Best-Practices Forum - Full Agenda - Monday, April 14, 2008

Online Acquisition Best-Practices Forum


7:30 Continental Breakfast And Conference Registration
   

8:10 Welcome Address And Introductions
 
  Leanne Laudico-Arcinue
Executive Director
Net.Finance 2008
 

8:15 Chairman’s Opening Address
 
Mark Wachen
Managing Director
Interwoven

8:30 The Impact Of Social Capital On Acquiring, Retaining And Converting Customers
 
Chris Larsen
Chief Executive Officer & Co-Founder
Prosper.com

The emergence of the people-to-people lending movement and the creation of social capital have groundbreaking implications for the financial services industry. Chris will examine the convergence of economic and social capital, and the performance of groups, social networking and peer pressure in the financial marketplace. The audience will come away with an understanding of:

  • Social capital and its role in the evolution of financial services
  • The dynamics of the people-to-people lending movement
  • Successfully leveraging social capital

9:05 Building An Online Experience To “Act Like The Brand”
 
  Risa Dimacali
Director, Prospect Marketing
Charles Schwab

Today’s consumers expect web interactions to demonstrate the brand values – and not just communicate them. How can we create an online experience that truly reflects how we treat our customers? Helen Loh shares learnings from the Schwab.com marketing team, on developing relationships and reinforcing the brand through web interactions.


9:40 Maintaining And Stimulating Growth While Transforming Your Marketing And Branding Efforts
 
Ken Murray
Chief Marketing Officer
J.G. Wentworth

J.G. Wentworth is the nation's largest purchaser of future payments, offering a lump sum of cash to individuals who hold assets in the form of structured settlements and annuities. Join J.G. Wentworth’s CMO Ken Murray as he walks us through their marketing and branding transformation process, integrating their messaging strategy and marketing spend across different channels.

  • Re-evaluating the performance of your marketing channels through appropriate metrics
  • Developing multi-channel marketing strategies to expand your market reach
  • Demonstrating creative leadership to drive growth and transformation

10:15 Morning Refreshment Break & Networking Opportunity
   

10:45 Maximizing New Customer Acquisition Through An Integrated Channel Approach
 
  Jeremy Sokolic
Vice President of Marketing
CashEdge

Financial institutions have increasingly adopted online account opening and funding solutions to achieve much higher account closure rates. The session will address how integrated account opening solutions creates synergies across your remote acquisition channels, enabling you to turn more prospects into customers and increase your new account funding rate. This session will also examine the important components of the account opening process and how top banks have used such solutions with success in the online channel. The speaker will discuss how components of online account opening solutions can be used to maximize customer acquisition in the call center channel with instant identity verification, real-time external funding account verification and single-session account funding initiation.


11:20 Transforming Your Web Site To Transform Your Business
 
Jennifer Sussman
Online Experience Strategist
American Century Investments

American Century Investments believes in building long-term relationships with customers. Recognizing that the web channel has become a fundamental touch point, transforming your web site to increase interaction and improve the customer experience is critical to your business. Join Jennifer Sussman to discuss how she is leading a very important project in providing a consistent, benefit-driven experience at every touch point.

  • Uniting multiple distribution channel sites to deliver one company online
  • Combining user-centered design with a content management system to improve revenue, while producing faster and cheaper
  • Navigating scope expansion
  • Managing communications effectively through a complex change

11:55 Mastering The Offline-Online Mix With Data Analytics
 
Julian Chu
Director, Internet Acquisition
Discover Financial Services LLC

To manage large scale, high volume marketing programs, many companies organize their Marketing departments by channel, brand vs. direct, product, or customer segment. If you're part of one of these organizations, you know that divisions like these simplify some things, but make others very complicated: How should budgets be allocated? Who gets credit for the sale? What about each group's contribution to the brand? Attend this lively forum to:

  • Learn the issues, challenges, and proven methods to attribute and optimize your investments in DRTV, Paid Search, print, call center, website, and online media
  • Understand how data analytics can help create and develop strategies for multi-channel customer acquisition

12:30 Luncheon For All Net.Finance 2008 Attendees
   

1:35 Can Financial Institutions Really Use Social Media To Engage Customers?
 
Shari Storm
Vice President and Chief Marketing Officer
Verity Credit Union

With three years of financial institution corporate blogging experience, Shari Storm, CMO and blogging expert, shares real life examples of how social media can be used to gain the attention and acceptance of current and potential customers. Social media can be a powerful tool in the quest for word of mouth marketing. Shari will share the lessons her financial institution has learned from this landscape; including:

  • What resources does it take to administer a corporate blog?
  • What are some of the results your company can expect from blogging?
  • Other ways to use social media for your marketing success

2:10 Corporate Social Responsibility As Key Differentiator
 
William Azaroff
Interactive Marketing and Channel Manager
Vancity

Do well by doing good. Increasing community engagement and leading on key social and environmental issues can improve your brand and your business. Trust and accountability are two key drivers of success as a financial services company, and are directly impacted by demonstrating a commitment to shared values.

  • Good corporate citizenship increases transparency, accountability and trust
  • Improves ability to leverage the emerging social economy
  • Creates a deeper connection with customers and prospects

2:45 Afternoon Refreshment Break & Networking Opportunity
   

3:20 iMIX: Innovative Marketing Ideas XChange
 

Join this unique round table session where iMIX moderators rotate every 25 minutes to meet with you and ensure you get a chance to discuss each topic in an informal, collaborative setting. Focused on significant areas that impact your marketing strategies and goals, the iMIX session is a great opportunity for you and your team members to raise the burning questions and challenge some of the issues you face everyday. The iMIX topics are:

iMIX #1: Search
  Moderator: JB Brokaw
Vice President and General Manager
RANGE

iMIX#2: Email Marketing
  Moderator: Bill Pollock
Director, Products and Marketing
Leadfusion

iMIX #3: Web Analytics and Customer Experience
  Moderator: Mark Wachen
Managing Director
Interwoven
  Sabina Yoon
Vice President
Online Savings Sales
General Banking Group
Wachovia Corporation

iMIX #4: Online Customer Support
  Moderator: Kevin Kohn
EVP of Marketing
LivePerson, Inc.

iMIX #5: Affinity Marketing
  Barry Salmons
Vice President Electronic Media Manager
Marketing Communications
Huntington National Bank

iMIX #6: Maximizing Online Transactions through Trust Indicators
  Tim Callan
Vice President, SSL Product Marketing
VeriSign, Inc.

5:30 CMO Salon - Invitation Only
 
  Sponsored By eStara

Enjoy this cocktail hour and network with other Marketing and eCommerce leaders attending Net.Finance. Take this opportunity to benchmark and discuss pressing issues in multi-channel marketing and online banking.

This is an invitation-only cocktail reception for financial institutions. If you are the CMO or the Senior Executive of your organization and has registered for the event, you will personally receive a formal invitation to participate. You must RSVP to attend.


6:30 Net.Finance 2008 Opening Reception For All Attendees
 

 


 

 
 



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2008 Sponsors: