7:30 Registration and Networking Breakfast Registration Sponsored By ComScore

8:00 Chairperson Welcome Remarks Ned Elton, Managing Partner, Vertical Leader, Rosetta

8:15 Using Emerging Trends To Gain Insight Into How You Can Improve The Customer Experience Ilieva Ageenko, SVP eCommerce Channel Executive, eChannels and Customer Solutions/Money Movement, Bank of America In this Net.Finance 2010 opening session, Bank of America’s expert, Ilieva Ageenko will highlight the emerging eCommerce trends and emerging technologies that Marketing and eCommerce executives must be aware of in order to provide better customer service and customer experience in this period of growth and recovery. In this user-driven world, understanding what the customer wants and needs drive innovation. Don’t be left behind by the competition. Know your customers and grab the opportunities to serve them better. Enhancing the customer experience through innovative customer engagement and multi-channel support Looking for the "cool" factor – what’s hot for your financial consumers Mobile payments is driving innovation and customer engagement Using customer analytics to understand who your customers are and to match your offerings with their behavior Ilieva Ageenko SVP eCommerce Channel Executive, eChannels and Customer Solutions/Money Movement, Bank of America Ilieva I. Ageenko is a visionary executive with a unique talent for using technology innovation and strategic thinking. Her career that spans across academia, economic research, customer analytics, and financial services. She is a Channel Executive at Bank of America and previously held multiple senior roles at Wachovia. In 2006, Ilieva led the launch of the next generation of mobile banking servi [read more]

8:55 Mobile Financial Services – Global Complexity, Local Focus Dion Lisle, Executive Vice President of Growth Ventures, Citi Today’s consumers are more connected, more mobile and more demanding than ever. The PC age struck quickly, the internet age quicker and now the mobile age is coming at warp speed. How does a large organization ensure they innovate quickly while ensuring their users are secure and satisfied? Dion Lisle is going to share the journey of the last two years as part of the innovative efforts at Citi to become a leader in mobile financial services. Building on a well developed mobile strategy Citi has reached across its 120 countries served to ensure that on a local basis the mobile offerings are relevant and compelling for that specific market Citi’s "fast experiment" approach to mobile efforts to ensure those that work can scale and those that don’t can be moved aside Citi has selected pillars of mobile capabilities on which to build well developed mobile offerings Overlaying the appropriate mobile capabilities onto the customer demographics. Attendees to this session should come away informed about How a large multi-national organization can ensure a global strategy executed on a local basis An overview of the solutions that are coming to the mobile financial services markets Road bumps to avoid on the road to mobile convergence Real life examples of what works and what doesn’t Dion Lisle Executive Vice President of Growth Ventures, Citi Dion Lisle is an Executive Vice President of Citibank’s Growth Ventures team within the Innovation office. After a 20 year career in high technology, Dion joined Citibank’s Growth Ventures team from a Silicon Valley startup called Obopay to drive innovation in the area of mobile financial services. Dion’s responsibilities cover working with Citibank’s vast array of business and geographic leaders [read more]

9:35 Boost Customer Confidence And Enhance Your Online Presence Tim Callan, VP of Product Marketing, Verisign Increasing the number of online users and getting them to perform more transactions online continues to pose significant challenges for financial institutions across the board. One of the most common reasons behind any online user’s reluctance is perceived security weaknesses and the fear of identity theft. VeriSign, and a leading financial services institution, will share their insights and best practices adopted by financial institutions to successfully overcome these challenges. You will learn: How to show your customers that your Web site is secure while enhancing your online presence Information on the latest SSL security-related threats and how to combat them Best practice examples and case studies Tim Callan VP of Product Marketing, Verisign

10:15 Morning Refreshment Break In The Solutions Zone No session description available.

10:45 Panel Session on Mobile Banking: From "Nice To Have" To "Must Have"--Answering Your Customers’ Need For Mobility Dottie Yates, SVP Online and Mobile Banking ePlatforms Executive, Bank of America Brandon McGee, VP & Senior Product Manager (Mobile Banking), Huntington National Bank Doug Peacock, VP Online Banking and Mobile Banking, M&I Corporation Sarah Overcash, AVP Mobile Banking Channel Manager, Sun Trust Banks As devices get faster, more powerful, smarter and sleeker, we are poised for a revolution in data mobility and this significantly impacts mobile banking. Celent predicts that by 2015, the U.S. market alone could encompass between $1.8 billion to $5 billion in mobile payments-related revenue. While Berg Insight reports the up-take of mobile technology for banking services is set to hit 900 million users worldwide by 2014.Offering mobile payments as standalone capability will not be enough to become a market leader. Join this panel of insightful experts and find out the key trends impacting mobile banking and your customers: Creating value for your customers and helping them gain access to critical financial information through your mobile channel Demonstrating key drivers for investing in your mobile channel:How does it save you costs? How does it free up your call centers and branches? What is the long term return? Marketing your mobile banking services and capabilities: How are you differentiating your offering from the competition? Integrating mobile payment capabilities with advertising and customer analytics Dottie Yates SVP Online and Mobile Banking ePlatforms Executive, Bank of America Dottie Yates is the Online and Mobile banking ePlatforms executive and champion of the online and mobile strategy, responsible for execution of Bank of America’s Online and Mobile Banking Multi-Generational Plan (MGP).Dottie Yates has over 20 years of experience in information technology product management including digital mapping, call center and incident management, and internet-based banking a [read more] Brandon McGee VP & Senior Product Manager (Mobile Banking), Huntington National Bank Brandon McGee is Vice President and Senior Product Manager at Huntington Bank. Brandon is responsible for the growth and development of Huntington’s mobile banking initiative and developing new online sales and service enhancements. Brandon’s career in the banking and finance industry spans over 15 years, of which, nearly a decade has been within the marketing and product management disciplines. H [read more] Doug Peacock VP Online Banking and Mobile Banking, M&I Corporation Doug Peacock is a Vice President for Online Banking and Mobile Banking with M&I Marshall & Ilsley Corporation. His primary responsibilities include leadership for the strategy, development and execution of M&I's retail and micro-business online and mobile banking offerings.Prior to joining M&I in 2003, Doug worked with several Fortune 500 companies in market expansion, revenue dive [read more] Sarah Overcash AVP Mobile Banking Channel Manager, Sun Trust Banks Sarah Overcash is the Channel Manager for mobile banking services for consumer clients at SunTrust Bank in Atlanta, Georgia. Ms. Overcash has over 10 years of financial services technology experience, and has focused on the online, bill payments and mobile arena for the last five years at SunTrust. Sarah is responsible for developing SunTrust’s consumer retail strategy and roadmap for mobile solut [read more]

11:30 Optimized Direct Mail Strategy: Finding Successful Returns In Your Traditional Lead Generation Channels Jessica Manna, VP and Chief Marketing Officer, Residential Finance Corporation It’s not flashy web 2.0 but heck, it generates ROI! That’s right, folks we’re talking about traditional direct mail for new customer acquisition. Nailing this channel is more than pretty creative - in fact, sometimes its ugly creative that works best! Residential Finance, presents a case study on their approach to direct mail that is "85% science and 15% ‘scratch & sniff’". At this session you’ll get an inside peak at the tools, processes, test design strategy, and analytic approach that enabled this mortgage lender to increase productivity and revenue in a down market and garnered them this year’s NCDM Award for Database Excellence in Modeling & Analytics. Jessica Manna VP and Chief Marketing Officer, Residential Finance Corporation As a seasoned marketing professional with a deep knowledge of financial services, Jessica Manna has expertise leveraging data and analytics to drive high-response marketing strategies within the mortgage banking sector. Prior to joining RFC, she served as the VP of Business Development for marketing agency, Intellidyn, where she was the Senior Marketing Consultant to Ditech, Countrywide Home Loans [read more]

12:10 What Financial Consumers Expect Of The Online Experience Today Larry Freed, CEO and President, Foresee Results Produced in partnership with Forbes.com, ForeSee Results’ latest cross-sector study of financial services websites tracks customer satisfaction across online banking, investment and credit card websites to gauge how well these sectors have fared at meeting the needs and expectations of their customers after another turbulent year. The study, with its predictive methodology based in the American Customer Satisfaction Index, will address key issues such as how satisfaction with online financial services influences share of wallet, retention and cost-savings. Larry Freed CEO and President, Foresee Results

12:50 Lunch For All Attendees No session description available.

1:50 The Customer-Driven Architecture: In Turbulent Times, Empower Your Customers Jim Van Dyke, CEO and President, Javelin Strategy & Research New Javelin data shows that customer trust in banks has eroded by a 9-1 margin; and with more regulation looming, institutions must change course. Online interaction channels provide "always-on" access, but the underlying content is often stale, cryptic, disparate, and uncontrollable by the customer. This presentation shows financial institutions how to win by sharing control with customers - by satisfying the consumers’ hunger for "always-on, real-time" control of their finances through online and mobile banking, alerts, personal finance management tools and more. The Customer-Driven Architecture allows banks, credit unions, and financial technology specialists to set and prioritize projects based on empowering customers, all aimed at increasing profitable market share, customer loyalty, and revenue opportunity. Jim Van Dyke CEO and President, Javelin Strategy & Research

2:30 Optimizing The Marketing Ecosystem Michael Thomas, Director eMarketing, E*Trade Financial Marketing has evolved into a complex system of consumer experiences—from print ads to Web 2.0, from direct mail to e-mail, from out of home to rich media online, from word of mouth to Facebook and Twitter, from broadcast to YouTube and from the storefront to the Web site. By themselves each represents a unique opportunity to build upon relationships with prospects and customers alike. Collectively, these experiences define your company’s brand. Like a tribal chief in the Amazon, today’s CMOs must master the diversity of options available to him/her, understanding and appreciating the contributions and limitations of each. How can today’s CMOs become a better steward of their marketing dollars, take advantage the latest ideas, all while breaking new ground of their own? Join Michael Thomas, Director of E-Marketing at E*TRADE Financial for some personal perspectives and a lively discussion on how we can better optimize the marketing ecosystem. Michael Thomas Director eMarketing, E*Trade Financial Michael Thomas has over 15 years of experience helping companies build stronger brands and more profitable relationships with their customers through advertising, design and on the Web.An expert in e-marketing, Michael has provided consulting services for over 20 top brands in industries as diverse as consumer packaged goods, pharmaceuticals and financial services—helping them to discover and expl [read more]

3:10 Yahoo! Finance Shares How Measuring Success In Online Personal Financial Management Steve Schultz, Head of Yahoo! Finance, Yahoo! Finance Yahoo! Finance is the Web's leading online financial destination with more than 20+ million users a month, providing up-to-the minute quotes, news stories, original programming such as Tech Ticker (the daily web show that features Aaron Task), personal finance guru Laura Rowley, and tools and calculators to benefit consumers and professional investors. Steve Schultz, head of Yahoo! Finance, is responsible for managing all the business and content strategy for the largest online financial website. During his session he will share his winning formula for overseeing one of the most successful financial Internet brands, including: Tools and tips to develop programming that fulfills consumers’ needs while driving value for advertisers and publishers The balance between free vs. paid content model Maximizing users consumption financial data and content Steve Schultz Head of Yahoo! Finance, Yahoo! Finance As the Head of Yahoo! Finance, the #1 financial news and information site on the Internet, Steve Shultz is responsible for all business and content strategy. This includes managing editorial content, business development, partnerships, marketing and sales. Each month Shultz and his team provide more than 20 million users up-to-the minute quotes; original programming (Tech Ticker and features by no [read more]

3:50 Afternoon Refreshment Break In The Solutions Zone No session description available.

4:20 The Evolution Of Peer-to-Peer Lending In America – From Online Lending Niche To The Future Of Consumer Lending Nick Talwar, Chief Revenue Officer, Prosper The upheaval of the financial services industry and resulting credit crunch has thrust peer-to-peer lending to the forefront of innovative, durable, transparent solutions to the challenges associated with the consumer lending industry as we’ve known it. According to Gartner Research, by 2013, peer-to-peer lending will soar at least 66 per cent to $5 billion of outstanding loans. Nick Talwar, Chief Revenue Officer at Prosper, the world’s largest peer-to-peer lending marketplace, will share insights about how this nascent industry has evolved and what it means for the future of banking: Challenges and triumphs of the peer-to-peer lending industry Marketplace trends and insights Banking industry friend or foe? How the peer-to-peer lending and the banking industries may actually work and thrive together. Nick Talwar Chief Revenue Officer, Prosper As Chief Revenue Officer for Prosper, Nick Talwar oversees the revenue and customer growth for the company. This responsibility includes customer acquisition and relationship management, business development, product management and development, analytics and pricing, and marketing and branding. Prior to joining Prosper, Mr. Talwar served as the CEO of Citibank's consumer business in Sweden. During [read more]

5:00 Panel Session: Re-Engineering Your Online/Digital Marketing Strategy To Achieve Best Results And Drive Revenue Jennifer Grazel, VP Digital Strategy and Marketing Services, Prudential Lisa Lough, Chief Acquisition Officer, Folio Investing Trevor Lavens, Managing Director, Global Financial Services, ColdSparks Inc. This is an interesting and timely discussion about how you can improve a marketing strategy that has been unsuccessful in meeting your objectives, be it about acquisition, loyalty, or engagement. As the economy turns around in 2010, strategic planning and tactical execution is critical in creating new opportunities in online acquisition, customer retention, and channel management. This exciting discussion will cover how you can re-engineer your marketing strategies and best manage campaigns to transform your existing business models and deliver improved customer experience: Advocating for customers across online, mobile and phone, and designing the best experiences based on insights Enhancing your website tools to support your strategy: Search, Email, Analytics, Web 2.0, to name a few of the tools Measuring performance outcomes Building and developing high-performance marketing/eCommerce teams to execute business plans Jennifer Grazel VP Digital Strategy and Marketing Services, Prudential As Vice President of Digital Strategy and Marketing Services, Jennifer is responsible for Prudential's interactive strategy and developing tailored online marketing programs that drive leads and revenue growth across Prudential's Insurance, Retirement and Asset Management businesses. She co-founded a cross-enterprise Social Media committee that is providing critical input to the development of Soc [read more] Lisa Lough Chief Acquisition Officer, Folio Investing As the leader of marketing at Folio Investing, Lisa is responsible for driving customer growth and evolving the Folio Investing brand. That responsibility includes customer acquisition initiatives, customer retention efforts, creative development, advertising and public relations. Lisa brings strong financial services and consumer marketing experience from top companies such as E*TRADE Financial a [read more] Trevor Lavens Managing Director, Global Financial Services, ColdSparks Inc.

5:45 Cocktail Party For All Attendees After a day filled with engaging discussions, panels, and case studies, RELAX and UNWIND, MAKE NEW FRIENDS AND CONTACTS at the Net.Finance 2010 Cocktail Party. Take advantage of this opportunity to network with your peers and the industry’s most forward thinking leaders in a relaxed and informal atmosphere.