DAY ONE, APRIL 30: Mobile Channel Focus Day

7.15 Breakfast & Registration – Sponsored By comScore

Breakfast & Registration – Sponsored By comScore

8.30 Chairperson’s Opening Remarks

Chairperson’s Opening Remarks

8.40 KEYNOTE PRESENTATION: Signaling Change: The Impact of Mobile on Commerce, Companies and Consumers

Marc Warshawsky, SVP Mobile, , Bank of America

Mobile banking, once considered a ‘nice-to-have,’ is now a ‘musthave’ for financial institutions that want to stay competitive and meet growing consumer demand in today’s marketplace. Consumer adoption of mobile banking jumped almost 60% in 2011 for convenience and real-time information access (Javelin) and mobile payment users worldwide are expected to surpass 141.1 million by the end of the year (Gartner).

Marc Warshawsky, eCommerce Channel Executive at Bank of America, will lead a comprehensive, high-level discussion of how mobile technology is transforming not only retail banking but the overall retail experience for consumers and businesses. He will explore key dynamics including:

Emerging Trends: New products, applications, barriers, mainstream consumer adoption, findings from market trials
Mobile Fragmentation: Streamlining mobile options and mobile platforms to reach consumers and improve the customer experience by integrating all channels
Mobile Commerce: Security considerations, ease of use, competitive landscape, potential partnerships, mobile payments/NFC and ongoing trials
Localizing/Socializing Mobile: Customized experience based on spending habits, geographic location, preferences and social networks

Marc Warshawsky

SVP Mobile, , Bank of America

Marc Warshawsky is Senior Vice President, Mobile Solutions Executive, where he is responsible for the strategy, roadmap, and end-to-end customer experience for mobile at Bank of America, the largest mobile financial services provider in the United States. Warshawsky’s organization is focused on making banking more convenient for customers by designing and delivering innovative digital capabilities [read more]

9.10 Presentations & PANEL: Developing An Integrated Roadmap For Your Mobile, App And Tablet Strategy, While Ensuring A Consistent Experience With Your Online Channel

Aashir Shroff, VP, Mobile Payments and Innovation, , Wells Fargo
David Sosna, CEO, Personetics

Mobile is completely reinventing banking all the way from search, checking bank balances, how transactions take place, right through to the branch as technological advancements connect customers to banks whenever and wherever they want. Banks need to be more agile than ever right now to keep up with consumer demands and how they want to interact with their bank. Also, with numerous other players entering the market, the current banking model is becoming outdated and without adaptation, significant revenues could be lost.

The question becomes how do you approach the mobile experience overall. Is it prudent to create a dumb downed experience or more prudent to have best possible experience on a device? Where is the prioritization line? How do we make those decisions?

Determining what is an acceptable experience vs. what do your customers want:
- Where do you spend your time creating a wow factor?
Value of digital experience:
- How do you make a differentiator that keeps customers with you?
Integration of traditional banking functions, mobile apps and mobile wallets:
- What’s the national evolution of that and divergence?
- All in one super app that does everything?
Discovering the value of the user of these services vs. cost:
- How much do these channels cost?
- What is the ROI?

Aashir Shroff

VP, Mobile Payments and Innovation, , Wells Fargo

David Sosna

CEO, Personetics

9.50 Morning Networking Break

Morning Networking Break

10.20 Analyzing Consumer Adoption Of Mobile In Financial Services To Enhance Customer Centricity & Provide A Greater Customer Experience

Jeff Dennes, SVP, Digital Channel Executive, Suntrust Bank

Right now customers are adapting to mobile quicker than financial institutions can implement the technology. FI’s have seen unprecedented growth in mobile and tablets over the last year. As consumers increasingly switch between devices and channels, FI’s must provide convenience foremost. But is mobile truly a buying tool or is it just being used as an on-the-go browser? Should the conversion for mobile be expected to be as high as other channels? This session will address:

Breaking down mobile consumer demographics and technology adoption to understand how consumers habits are changing
Examining key metrics including site traffic, average customer acquisition cost and more to determine the current effectiveness of mobile and tablet sites and if they are truly driving incremental sales
Evaluating practicable ways to use customer analytics to reinforce your brand message used in other channels, yet makes use of the unique advantage of mobile
Building a holistic mobile strategy embracing apps, mobile & tablet and how mobile is a multichannel device facilitating sales elsewhere

Jeff Dennes

SVP, Digital Channel Executive, Suntrust Bank

Jeff Dennes, a nationally recognized leader in the online, mobile, and payments industry, has joined Huntington (NASDAQ: HBAN; www.huntington.com) as Senior Vice President, Chief Digital Officer. With nearly 20 years of experience in online and mobile services innovation, Dennes will lead Huntington’s efforts to expand its online banking platform with an increased focus on mobile and iTouch bankin [read more]

10.50 Innovative Micro Sessions

Mario Hernandez, President & CEO, Planet Media
Jeff Lunsford, CEO, Tealium
Jason Wadler, Executive Vice President, Leapfrog Online

#1: Tealium Case Study
Jeff Lunsford, CEO, Tealium

#2: Leapfrog Online Case Study
Jason Wadler, Executive Vice President, Leapfrog Online
#3: Applications, Multichannel, Payment and Security Through Mobile Devices
Mario Hernandez, President, Planet Media

#4: Mobile Apps by the Numbers Kylee Hall, Director, Product Marketing, Kontagent

Mario Hernandez

President & CEO, Planet Media

Mario Hernandez Rivera has a Naval Engineering from the Universidad Politécnica of Madrid. He has a Senior Executive Programme from ESADE Business School, an Innovate Management & Corporate Entrepreneurship Programme by Babson College and an IT Management from Harvard Business School.

He is the founder and unique partner since 2000 of PLANET ME [read more]

Jeff Lunsford

CEO, Tealium

Jeff Lunsford brings nearly 20 years of experience as a technology and Internet executive, with a successful history of taking companies public. Jeff previously served as the president, chief executive officer and chairman at Limelight Networks (NASDAQ: LLNW), which he joined in 2006 before taking the company public in 2007 as part of a $240M initial public offering (IPO). Prior to Limelight, Jeff [read more]

Jason Wadler

Executive Vice President, Leapfrog Online

Executive Vice President Jason Wadler joined the Leapfrog Online team in 2000. Prior to Leapfrog, Wadler held senior-level positions at Townsend Agency, MediaOne, Ameritech and Discover Financial Services. Wadler brings more than 20 years of integrated marketing and media experience to the organization, building and leading the Media/Distribution, Analytics and Project Management Teams. He now lea [read more]

11.50 PANEL: Discovering How To Monetize The Mobile Channel By Understanding The Unique Value Proposition Of Mobile

Alejandro E. Carriles, Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass
Kostas Konstantinides, Director, Web and Mobile Services, , Charles Schwab
Stephen Lamar, SVP eBusiness Product & Channel Manager, Regions Bank
Ranjit Sarai, Director of Mobile, , CIBC
Ido Ophir , VP, Products, Personetics

The panel discussion will focus on the differentiated and unique value proposition offered by Mobile. Mobile offers an unprecedented, real-time, always-on connection to our customers. The bank is now literally in our customers hands. Customers are making financial decisions all the time, how they spend, what to save for, etc. How can we leverage what we know about our customers to provide value-added services that can enhance their financial experience?

Streamlining the operations from a customer perspective to make financial services as simple as possible and enhance the customer experience to complete it in one channel
- How can processes be more automated? What costs can be saved?
- What is the ROI?
Utilizing Augmented Reality to enhance the user experience for banking
Using the unique capabilities of mobile & tablet including image capture, touch, GPS & more to monetize this channel
Leveraging customer data to provide value added services
- How do we leverage data to benefit the financial institution and customer?

Alejandro E. Carriles

Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

Alejandro E. Carriles, Executive Vice President and Director of Mobile Strategy and Retail Innovation at BBVA Compass, is responsible for the mobile banking retail delivery channel, setting the overall strategic direction of the bank’s Mobile solutions in the USA, and serving as lead for retail innovation projects. Mr. Carriles has led a renewed mobile strategy for the bank, which included the rel [read more]

Kostas Konstantinides

Director, Web and Mobile Services, , Charles Schwab

Kostas Konstantinides is responsible for Investor Mobile Services and Emerging Technologies at Charles Schwab & Co., Inc. The Investor Mobile Services team has product management responsibility for the various Schwab mobile apps and the mobile websites. Konstantinides has worked at Schwab for 19 years, in a variety of roles, including trading, security, international and multicult [read more]

Stephen Lamar

SVP eBusiness Product & Channel Manager, Regions Bank

Ranjit Sarai

Director of Mobile, , CIBC

Ido Ophir

VP, Products, Personetics

12.40 Lunch

Lunch

TRACK A: Mobile Banking Products- Investigating The Late...TRACK B: Mobile Site, Tablet & App Optimization- Mob...

1.40 Chairperson’s Opening Remarks

TRACK A: Mobile Banking Products- Investigating The Latest Products In Mobile Banking To Create Added Value For Customers & Increase Retention

Chairperson’s Opening Remarks

TRACK A: Mobile Banking Products- Investigating The Late...TRACK B: Mobile Site, Tablet & App Optimization- Mob...

1.45 Leveraging The Opportunities Presented By Small And Medium-Sized Businesses Through Mobile In The Digital Age

TRACK A: Mobile Banking Products- Investigating The Latest Products In Mobile Banking To Create Added Value For Customers & Increase Retention

Megan Minich, Head of Product Development and Channel Delivery Global Services Group, , Silicon Valley Bank

SMB’s are looking for services that drive efficiency. As banks look for new revenue opportunities, mobile offers a full range of new opportunities to deliver quick, streamlined, on the go services for business clients.

This case study will investigate Silicon Valley Bank’s bill pay strategy and how they have created options for companies with low payment volume, as well as large payment volumes. Payment services designed for corporations are typically too expensive and complex for businesses that process between 50 and 500 payments per month. However SVB has found a solution to meet this challenge. Attend this session to find out how they did it.

Megan Minich

Head of Product Development and Channel Delivery Global Services Group, , Silicon Valley Bank

Megan C. Minich is head of product development and channel delivery for Silicon Valley Bank, a member company of SVB Financial Group. In this role she is responsible for leading the development and management of cash management products for SVB. She also is responsible for setting the global strategy for delivery of all of SVB products and services through online banking, mobile and client-direct [read more]

1.45 Mobile & Digital Disruption: Serving Customers In The Digital Age In New And Transformative Ways

TRACK B: Mobile Site, Tablet & App Optimization- Mobile 202: Implementing Strategies To Maximize Your Return In The Maturing Mobile Channel

Mark Jamison, Managing VP, Digital Innovation Lab, , Capital One

Capital One Labs launched in 2011 with a mission to accelerate the firm's agenda of serving its customers in the digital age in new and transformative ways. The Lab team is made up of experienced entrepreneurs and financial services veterans who are focused on creating the future of how people interact with their money through consumer anthropology, rapid prototyping and applied pilot market tests. You’ll hear about Capital One Labs, including:

The core operating framework of the Lab
How the Lab team systematically delivers applied innovation to the business units
How the Lab identifies strategic insights in focus areas such as enhanced data analytics, social media, mobile technologies, digital payments and commerce
Insights into customer behavior in the digital age and how this can be leveraged to create a more personalized, cross-channel experience

Mark Jamison

Managing VP, Digital Innovation Lab, , Capital One

TRACK A: Mobile Banking Products- Investigating The Late...TRACK B: Mobile Site, Tablet & App Optimization- Mob...

2.15 Re-Architecting PFM For Mobile & Tablets To Allow Customers To Make Financial Decisions On The Fly, While Increasing Satisfaction & Retention: Building A Business Case For PFM

TRACK A: Mobile Banking Products- Investigating The Latest Products In Mobile Banking To Create Added Value For Customers & Increase Retention

With mobile, tablet & desktop dominating marketing budgets, PFM still remains a nice-to-have service. Banks and credit unions that wait to implement PFM services face the risk of losing their customers to other FI’s and online services currently offering PFM. This session will discuss:

In this fiscal environment is PFM something banks should spend money on right now?
What is PFM and what is it not? What new tools will come up?
How important is 3rd-party aggregation for customers and banks?
Is the next evolution of digital banking really going to be centered around PFM?
What are the better implementation approaches?
What are the advantages and disadvantages of hosted and inhouse PFM?
How is mobile going to enhance PFM?

2.15 Staking Your Place In The Tablet Revolution: The Specific Benefits Of Tablets Over Mobile And Online In Providing A New Level Of Customer Experience And Engagement

TRACK B: Mobile Site, Tablet & App Optimization- Mobile 202: Implementing Strategies To Maximize Your Return In The Maturing Mobile Channel

Alejandro E. Carriles, Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

Due to the explosive growth of tablets in the mobile space, many financial institutions have been forced to offer solutions to their customers using that platform as soon as possible, sometimes resulting in a sub-optimal user experience and inadequate functionality by failing to recognize that tablets are not an oversized mobile phone, but instead a rich delivery channel ready to be leveraged.

Phones vs Tablets, key differences affecting usage
Why is web content not enough any more?
How should user behavior influence functionality?
Design elements that can make the difference between failure and success
Kindle, iPad, which tablet?

Alejandro E. Carriles

Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

TRACK A: Mobile Banking Products- Investigating The Late...TRACK B: Mobile Site, Tablet & App Optimization- Mob...

2.45 Industry Case Study

TRACK A: Mobile Banking Products- Investigating The Latest Products In Mobile Banking To Create Added Value For Customers & Increase Retention

Senior Executive To Be Named

2.45 Four Case Studies: New Tablet, Phone, and Web Optimization Services That Increase Revenue

TRACK B: Mobile Site, Tablet & App Optimization- Mobile 202: Implementing Strategies To Maximize Your Return In The Maturing Mobile Channel

Jim Graves, Senior Financial Services Industry Marketing Manager, Akamai Technologies

Join this case study session on how to realize large business value from new approaches to performance and security optimization for websites and applications. Examine a case study that provides data on revenue increases that are directly attributed to improved web and mobile performance. Learn about new capabilities that can automatically accelerate mobile page loads and video content delivery. Understand the unexpected ways that improving security can increase site performance. You’ll gain insights from the trenches on how the rapidly growing scale and diversity of cyber-attacks affects performance and why some common defenses can be overwhelmed.

Jim Graves

Senior Financial Services Industry Marketing Manager, Akamai Technologies

Jim leads the marketing of Akamai’s cloud-based protection and performance services to financial firms. Jim’s marketing and consulting experience includes work for Microsoft, systems integrator Tessera Systems, a global IT services firm, iGate-Patni, and a software development firm, Foliage Systems. At Fleet /Bank of America he headed marketing for retail and investment services and was then head [read more]

TRACK A: Mobile Banking Products- Investigating The Late...TRACK B: Mobile Site, Tablet & App Optimization- Mob...

3.20 Moving To Mobile Imaging Services Beyond Mobile Deposit

TRACK A: Mobile Banking Products- Investigating The Latest Products In Mobile Banking To Create Added Value For Customers & Increase Retention

Mary T. Monahan, Executive VP and Research Director, Mobile, , Javelin Strategy & Research

Just putting smartphone services into the consumer’s hands is not enough: Despite all the improvements and marketing, 40% of mobile banking holdouts say they have not tried it because they simply do not see the value of doing so, a number that has barely moved since 2009. But mobile deposit and the very strong consumer demand for it caught the industry by surprise. Are there similar mobile services that use the specific capabilities of a mobile phone to deliver value to consumers? Mobile imaging can be used for automatically paying a bill, adding an online bill payment payee, and comparing rates between credit card providers. To unlock the potential of mobile banking, this session will update the state of the union on mobile deposit and explore research and case studies covering new use cases for mobile imaging.

Four Key Takeaways:

Which mobile imaging use cases can expect better adoption than others?
Will there be consumer adoption, and by whom?
Which financial institutions are offering these services and why?
Can institutions gain revenue or cut costs by offering these services?

Mary T. Monahan

Executive VP and Research Director, Mobile, , Javelin Strategy & Research

Mary is the EVP and Research Director of Mobile Financial Services at Javelin and has been actively involved in advising mobile and multichannel strategies for Javelin clients for the past 8 years. She focuses on the intersection of mobile technology, financial services, and payments from the customer’s perspective. Mary also brings a decade of direct financial experience to her clients. Prior to [read more]

3.20 Leveraging The Best Capabilities Of Tablet & Desktop In Your Optimization Strategy, While Creating A Consistent Experience Across Both Without Blowing Your Budget

TRACK B: Mobile Site, Tablet & App Optimization- Mobile 202: Implementing Strategies To Maximize Your Return In The Maturing Mobile Channel

Emmett Higdon, Sr. Director Mobile Strategy, Strategy & Channels, TIAA-Cref

By 2015, internet use through mobile devices is expected to exceed that of desktop computers. Rather than simply replacing users’ desktop online experiences, mobile phones and tablets have created a three-screen universe, any one of which companies can ill afford to ignore. How then can financial services firms optimize the user experience across these touchpoints without tripling the development effort? The answers begin not with a choice of technologies, but with a keen understanding of user expectations and behavior through each of these access points. Mobile development is shifting from a “write once” approach to fragmentation to a focus on modular content and functionality that leverages a single set of assets to meet users’ discrete needs on each device.

Attendees at this session will:

Understand the concept of “mobile first” when creating online content and functionality, and what that means for your desktop delivery
Uncover the dangers of delivering “responsive” sites that duplicate, rather than optimize, the user experience
Learn how to focus innovation on features that make a difference by leveraging native functional and navigational standards to meet user experience expectations across devices

Emmett Higdon

Sr. Director Mobile Strategy, Strategy & Channels, TIAA-Cref

Mr. Higdon joined TIAA-CREF in 2012 as Senior Director for Mobile Strategy in the Digital Marketing & Channels group. In his role, he leads the development of customer-facing smartphone and tablet strategies, aligning each with discrete line of business goals, and defining a multi-year roadmap for mobile development and innovation. Working with the Channels team, Higdon is also res [read more]

3.50 Afternoon Networking Break & Grand Opening Of Solution Zone!

Afternoon Networking Break & Grand Opening Of Solution Zone!

TRACK A: Digital Wallets & Mobile Payments- Establis...TRACK B: Mobile Sales Tools & Marketing- Using The ‘...

4.20 Establishing The Roadmap For Contactless Payments And Your Drivers: What Are The Practical Steps You Can Implement Now To Be Ready For Mass Adoption Of Emerging Payments? Do Banks Have As Much Impact On Digital Wallet Choice As They Do With Peoples Leather Wallets?

TRACK A: Digital Wallets & Mobile Payments- Establishing The Use Case & Business Model For Next-Generation Payments

The mobile payments industry is set to hit upwards of $670 billion by 2015 (Juniper Research). With such a large opportunity at stake, a large number of different players are coming together to get their share of the pie. One of the major reasons, adoption in the US has been significantly slower compared to other countries is with the new entrants mobile draws into the payments space, coming to terms that everyone agrees upon to create new business models has been very difficult. However, we have seen numerous success stories from other countries and each player clearly provides significant value. Attend this session to get insight into:

Evaluating each major player in the eco-system- merchants, banks, payment networks, wireless carriers and phone manufacturers and the value they bring to the table
Getting to grips with how the payments eco-system is shifting due to mobile and the responsibilities each party now has
Discovering the opportunities each party sees in mobile payments and digital wallets and the impact they foresee it having on their industry in the next 24- 36 months
Understanding what value consumers are looking for from digital wallets and how the different players can evolve together to meet these demands and create critical mass of adoption

4.20 The Hartford’s Mobile Journey From “Me Too” To “Strategic Purpose”

TRACK B: Mobile Sales Tools & Marketing- Using The ‘Personal’ Channel To More Effectively Message & Target Consumers

Todd Purcell, Head of Digital Strategy & Capabilities, , The Hartford

The mobile journey at The Hartford, not unlike many other companies, has been a series of starts and stops influenced largely by what’s exciting at that moment. We’ve built the obligatory App, we’ve rolled out iPads across the salesforce, and we’re grappling with what BYOD really means. Sound familiar? We’ve had key learning moments along the way and are now guiding our mobile journey based on true customer need. Come join the conversation – learn from our evolution – pressure test our approach on what we think are the most important bets to make.

Todd Purcell

Head of Digital Strategy & Capabilities, , The Hartford

Todd Purcell joined The Hartford in the Fall of 2010 as Head of Digital Strategy. In this role, Todd is leading the digital strategy across all core businesses – Personal and Commercial Property and Casualty Insurance and Wealth Management – to deliver an extraordinary service, sales and loyalty customer experience. Todd, in partnership with each line of business, operations, and technology, is dr [read more]

TRACK A: Digital Wallets & Mobile Payments- Establis...TRACK B: Mobile Sales Tools & Marketing- Using The ‘...

4.50 Breaking Down The Financial Model And Ownership Of The Mobile Payments Ecosystem: What Is The Revenue Stream? Who Owns The Secure Element? Who Owns The Data? Who Owns Customer Service?

TRACK A: Digital Wallets & Mobile Payments- Establishing The Use Case & Business Model For Next-Generation Payments

Jessica Turner, SVP Business Development- Senior Business Leader- US Market Development, , Mastercard

Reviewing the mobile payment fee structure to understand what different revenue streams will flow to each major player:
- Assessing the flat fee structure in Canada and if this will be applicable to the US
Identifying potential secure threats to mobile payments, how the different players should work together on this and who should own the secure element
The battle of data:
- What data should be shared and what should not?
- Who owns the customer data?
Realizing the role of customer service in the digital wallet arena and who should be responsible for that

Jessica Turner

SVP Business Development- Senior Business Leader- US Market Development, , Mastercard

Jessica Turner leads the US Market Corporate and Government Institution Business Development Group. In this role, she is responsible for identifying new business opportunities and leading partnerships that align with MasterCard’s strategic roadmap. Ms. Turner has had particular success in the Technology and Mobile industry. Prior to MasterCard, Jessica Turner spent her time in banking at Capital O [read more]

4.50 Expanding The Impact Of Your Mobile Strategy - Effective Ways

TRACK B: Mobile Sales Tools & Marketing- Using The ‘Personal’ Channel To More Effectively Message & Target Consumers

John Schulte, CIO, , Mercantile Bank

Attendees will gain insights into ways to better engage their customers via mobile, including some real world strategies and ideas for financial institutions looking to improve or expand their mobile apps and mobile marketing techniques.

UI Considerations in how to effectively present product/service content on mobile devices.
Importance of functionality integration within apps – “Financial App Store” concept.
What next gen functionality and features are customers going to be looking for to meet their mobile finance/banking needs?
Incorporating social media, video chat support, new account opening, and local/location based content into your mobile strategy.

John Schulte

CIO, , Mercantile Bank

John is one of the original members of the team that founded Mercantile Bank of Michigan in 1997, a business oriented community bank headquartered in Grand Rapids, MI with offices throughout Lower Michigan. Mercantile Bank has introduced a number of progressive online and mobile banking solutions, including being the first bank to partner with PayPal for mobile P2P payments and Bill.com for onlin [read more]

TRACK A: Digital Wallets & Mobile Payments- Establis...TRACK B: Mobile Sales Tools & Marketing- Using The ‘...

5.20 Comparing Cloud v Device Based Payments To Find Out Which One Will Most Likely Be Adopted By Merchants By Assessing Security, Convenience, Infrastructure Requirements & More

TRACK A: Digital Wallets & Mobile Payments- Establishing The Use Case & Business Model For Next-Generation Payments

Toby Russell, VP, Entreprise Mobile & Emerging Channels, Capital One

With the emergence of Paypal into mobile payments, questions have begun to be asked about the relevance of NFC. Which platform is going to be going to get adoption the quickest from consumers and merchants to get meaningful reach? To reach scale, these experiences have to be convenient, easy, and worthwhile from the standpoint of having enough participating merchants. Attend to session to compare and contrast the two technologies by assessing:

The Secure Element: Open v closed platform- Which is more beneficial to different players in the ecosystem?
Infrastructure cost: Understanding the differences in hardware and software upgrade costs to determine which is more beneficial to merchants
Security: Examining the differences in security layers and overall reliability of each platform to determine the potential risk for different players
Ease of use: Evaluating the usability perspective for consumers and merchants of NFC v cloud to find out which one is more advantageous
Mutual exclusivity: Debating if only one of these platforms will be adopted or if they are not mutually exclusive and both can be adopted by consumers

Toby Russell

VP, Entreprise Mobile & Emerging Channels, Capital One

5.20 Realizing The Future Of Text Marketing To More Effectively Communicate With Customers & Members & Deliver The Right Message, In the Right Place, At The Right Time

TRACK B: Mobile Sales Tools & Marketing- Using The ‘Personal’ Channel To More Effectively Message & Target Consumers

Douglas Peacock, VP Mobile Banking Lead US, , BMO Harris Bank

Being able to send targeted, customized messages to customers based on geolocation, behavioral data and other information is a marketers dream. However obtaining information and getting permission from the customer to talk to them through text and not bombarding them, is of course the major challenge. What does the future hold for text marketing? Will it evolve from more than just account alerts? Can this method of communication drive revenue? Attend to hear BMO Harris Bank’s Mobile Banking Lead, Douglas Peak answer these questions and more

Douglas Peacock

VP Mobile Banking Lead US, , BMO Harris Bank

5.50 Welcome Happy Hour In The Solutions Zone

Welcome Happy Hour In The Solutions Zone

6.50 Close Of Mobile Channel Focus Day

Close Of Mobile Channel Focus Day






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DAY ONE, APRIL 30: Mobile Channel Focus Day

Marc Warshawsky SVP Mobile, , Bank of America

Aashir Shroff VP, Mobile Payments and Innovation, , Wells Fargo

David Sosna CEO, Personetics

Jeff Dennes SVP, Digital Channel Executive, Suntrust Bank

Mario Hernandez President & CEO, Planet Media

Jeff Lunsford CEO, Tealium

Jason Wadler Executive Vice President, Leapfrog Online

Alejandro E. Carriles Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

Kostas Konstantinides Director, Web and Mobile Services, , Charles Schwab

Stephen Lamar SVP eBusiness Product & Channel Manager, Regions Bank

Ranjit Sarai Director of Mobile, , CIBC

Ido Ophir VP, Products, Personetics

Megan Minich Head of Product Development and Channel Delivery Global Services Group, , Silicon Valley Bank

Mark Jamison Managing VP, Digital Innovation Lab, , Capital One

Alejandro E. Carriles Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

Jim Graves Senior Financial Services Industry Marketing Manager, Akamai Technologies

Mary T. Monahan Executive VP and Research Director, Mobile, , Javelin Strategy & Research

Emmett Higdon Sr. Director Mobile Strategy, Strategy & Channels, TIAA-Cref

Todd Purcell Head of Digital Strategy & Capabilities, , The Hartford

Jessica Turner SVP Business Development- Senior Business Leader- US Market Development, , Mastercard

John Schulte CIO, , Mercantile Bank

Toby Russell VP, Entreprise Mobile & Emerging Channels, Capital One

Douglas Peacock VP Mobile Banking Lead US, , BMO Harris Bank

Marc Warshawsky

SVP Mobile, , Bank of America

Aashir Shroff

VP, Mobile Payments and Innovation, , Wells Fargo

David Sosna

CEO, Personetics

Jeff Dennes

SVP, Digital Channel Executive, Suntrust Bank

Mario Hernandez

President & CEO, Planet Media

Jeff Lunsford

CEO, Tealium

Jason Wadler

Executive Vice President, Leapfrog Online

Alejandro E. Carriles

Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

Kostas Konstantinides

Director, Web and Mobile Services, , Charles Schwab

Stephen Lamar

SVP eBusiness Product & Channel Manager, Regions Bank

Ranjit Sarai

Director of Mobile, , CIBC

Ido Ophir

VP, Products, Personetics

Megan Minich

Head of Product Development and Channel Delivery Global Services Group, , Silicon Valley Bank

Mark Jamison

Managing VP, Digital Innovation Lab, , Capital One

Alejandro E. Carriles

Director Mobile Banking Strategy & Retail Innovation, , BBVA Compass

Jim Graves

Senior Financial Services Industry Marketing Manager, Akamai Technologies

Mary T. Monahan

Executive VP and Research Director, Mobile, , Javelin Strategy & Research

Emmett Higdon

Sr. Director Mobile Strategy, Strategy & Channels, TIAA-Cref

Todd Purcell

Head of Digital Strategy & Capabilities, , The Hartford

Jessica Turner

SVP Business Development- Senior Business Leader- US Market Development, , Mastercard

John Schulte

CIO, , Mercantile Bank

Toby Russell

VP, Entreprise Mobile & Emerging Channels, Capital One

Douglas Peacock

VP Mobile Banking Lead US, , BMO Harris Bank