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  1. 1. Innovation Models in Digital Banking and Financial Services Rebuilding Trust and Renewing the Banking Experience December 4 – 5, 2013 Boston, MA More Registration Details, Click Here! Attending This Premier marcus evans Conference Will Enable You To: • Balance the intrinsic needs for creativity and process in the design of the innovation practice • Leverage proven innovation models that diversify initiatives based on strategic value, risk, and time to market concerns • Realize the necessity of an agile and reflective innovation process that is strategically focused on the ambitions of the financial institution and capable of delivering a consistent stream of new products to market • Identify criteria and standards by which to measure the viability of new ideas against value-based portfolio strategy • Support and sustain a risk culture that promotes clear and consistent communications among pipeline stakeholders to achieve shared goals • Contextualize information from big data reserves to achieve actionable recommendations for front-end inquiries • Establish a common language across the enterprise to articulate the goals and requirements of the innovation practice • Incorporate non-financial institutions and other adjacent industry insights to spark the ideation phase of the innovation pipeline • Analyze organizational cultures that embrace the risk and creativity inherent in the process of bringing new ideas to market • Introduce regulatory compliance expertise into the front-end to preempt potential back-end compliance concerns Who Should Attend: marcus evans invites EVPs, SVPs, VPs, Directors, Heads and other senior executives from the banking and finance industry to attend. • Mobile Banking • Online Banking • Innovation • Mobile Channel • Digital Channel • Payment Strategy • Emerging Payments • Mobile Payments • eBanking • Product Strategy Business Development Partner: “ Moving Beyond Mobile Banking to Remain Competitive in the Digital Space. ” Advancing the digital portfolio through innovation. Featuring Case Studies From Leading Experts Including: Stephen T. Shannon Tablet Innovation Bank of America Hadley Stern Vice President, Fidelity Labs Fidelity Investments Charaka Kithulegoda Chief Information Officer ING Direct Canada Nathan Bricklin Senior Vice President, Head of Collaboration and Social Strategy, Wholesale Group Wells Fargo Phil Swisher Senior Vice President, Head of Innovation Brown Brothers Harriman Kelly M. Jurgens Senior Vice President, Consumer Payments SunTrust Bank Todd Schofield Managing Director, SC Studios Standard Chartered Bank Deva Annamalai Senior Vice President, Marketing Technology and Data Insights Group Zions Bank Dave Passavant Senior Vice President, Banking Innovation Center Director PNC Bank Andres Wolberg-Stok Director, Global Mobile and Tablet Banking Citi Consumer Banking Doug Meagher Senior Vice President, eCommerce & Mobile Banking CertusBank Pier Santillo Director, Regional Channel Manager, Americas Standard Chartered Bank Tom Kelly Director, Online Banking Silicon Valley Bank Scott V. Totman Senior Director, Innovation Lab Capital One Labs Michael Balk Director, Solution Delivery and Services, Americas Standard Chartered Bank Association Partner: Media Partners: Booking Info: Robin Yegelwel | T: 312-894-6377 E: RobinY@marcusevansch.com
  2. 2. Day One | Wednesday, December 4, 2013 8:00 Registration and Morning Coffee 8:45 Chairperson’s Opening Remarks REALIZE THE NECESSITY OF AN AGILE AND REFLECTIVE INNOVATION PROCESS THAT IS STRATEGICALLY FOCUSED ON THE AMBITIONS OF THE FINANCIAL INSTITUTION AND CAPABLE OF DELIVERING A CONSISTENT STREAM OF NEW PRODUCTS TO MARKET 9:00 Applying the “Rapid Deployment and Innovation Model”: Associate Tablets at Bank of America • Defining the “Rapid Deployment and Innovation Model” • Harnessing insights from front-line associates solidify front-end recommendations • Creating an innovation strategy that reflects the needs of Finance, Legal, Risk, Operations, and Customer Experience • Formulating a recipe for innovation team building that will increase speed to market of new concepts • Rapid Deployment in practice: exploring the results of accelerated innovation Stephen T. Shannon, Tablet Innovation Bank of America 9:45 Leveraging Technology Horizon Expertise to Structure a Sustainable Digital Product Portfolio • Aligning technology horizon initiatives with the company’s current strategic goals and vision • Identifying future thinking employees to capture the digital horizon • Developing the innovation team’s future thinking skills in order to better identify opportunities • Utilizing cross-industry expertise to leverage future opportunities with the organization • Formulating processes to frame horizon insights in an attainable way that align with company goals • Capturing and preserving the essence of future thinking across the corporate enterprise 10:30 Networking Break 11:00 Strengthening Internal Partnerships to Frame an Effective and Adaptive Innovation Process Across the Enterprise • Engaging internal innovation managers in the total innovation process • Breaking down silos between functional teams to maximize idea generation throughout the innovation process • Capturing and preserving the creative essence of innovation across the corporate enterprise • Structuring a repeatable process for assembling and managing the innovation portfolio • Establishing a flexible and repeatable innovation process that can be deployed across the enterprise • Leveraging the collective resources and insights of cross functional employees to develop a winning innovation team Kelly M. Jurgens, Senior Vice President, Consumer Payments SunTrust Bank 11:45 Leveraging Cross-Functional Human and Capital Resources to Maximize Results of Internal Innovation Processes • Designing an innovation group to give passionate, creative employees an opportunity to bring their ideas to life • Uncovering the hidden and untapped creativity of existing team members • Inspiring, motivating, and encouraging employees through an exciting, ongoing process of creation and collaboration • Granting employees the freedom to experiment, allowing innovation to grow from the bottom up • Identifying the necessary skill set required to sustain and manage a strategic innovation model • Recognizing key qualities, talents, and skills needed to build your team of innovators Scott V. Totman, Senior Director, Innovation Lab Capital One Labs 12:30 Networking Lunch More Registration Details, Click Here IDENTIFY CRITERIA AND STANDARDS BY WHICH TO MEASURE THE VIABILITY OF NEW IDEAS AGAINST A VALUE-BASED DIGITAL PORTFOLIO STRATEGY 1:30 Using Internal Social Media Platforms to Engage Employees and Encourage Innovation from the Core • Digitizing internal communities to facilitate social collaboration between employees • Connecting teams and breaking down organizational silos to accelerate innovation • Employing hubs and second screen environments to encourage employee involvement in “trending” conversations • Establishing methodologies for translation of engagement exercise outcomes to viable concepts Nathan Bricklin, Senior Vice President, Head of Collaboration and Social Strategy, Wholesale Group Wells Fargo 2:15 Adopting a Design Thinking Approach within the Innovation Practice to Reflect the Shift to a Consumer-Driven Marketplace • Developing a design thinking process that instills discipline while granting teams the freedom to push the envelope • Using prototyping throughout the innovation process in order to inspire creativity among the innovation team • Incorporating organizational design throughout the innovation process to creatively produce a solution that fits with the corporate goals • Promoting the principles of design throughout the organization to cultivate a process of consumer-driven innovation Andres Wolberg-Stok, Director, Global Mobile and Tablet Banking Citi Consumer Banking 3:00 Networking Break 3:30 Building An Innovation Function at the United States’ Oldest Private Bank • Providing the details of how to create, launch, run, and govern a successful innovation function         • Establishing a clearly articulated hierarchy of goals and expectations for the innovation practice         • Codifying a system of governance that balances the needs of the organization with those of the established innovation process         • Securing buy-in from senior leadership Phil Swisher, Senior Vice President, Head of Innovation Brown Brothers Harriman 4:15 Structuring a Data Insights Practice as the Cornerstone of the Organization’s Innovation Ecosystem • Breaking down the silos between applications to access customer profile, transactional, and behavioral data • Building a cross-functional partnership with Fraud Analytics and Enterprise Data Warehouse to identify profile, acquisition, and attrition patterns to establish a holistic customer perspective • Creating data recipes that result in effective marketing through enhanced segmentation and the development of questions that produce a 360 degree customer profile • Utilizing predictive models for digital lifestyle product adoption and attrition patterns • Strategizing for effective multichannel attribution between offline and online worlds utilizing Web Analytics and a Marketing Analytics Platform • Building a business case justification through the use of available data Deva Annamalai, Senior Vice President, Marketing Technology and Data Insights Group Zions Bank 5:00 Creating a Digital Wallet Strategy that Enhances Competitive Edge and Leverages Past Investments • Maintaining a focus on core competencies to accelerate the digital wallet development process • Incorporating a digital wallet product that resonates with existing corporate infrastructure and avoids creating a technology gap • Mitigating development costs through leveraging a third party digital wallet solution that increases market competitiveness • Assessing the adjacent space to identify opportunities for digital wallet offerings Michael Balk, Director, Solution Delivery and Services, Americas Standard Chartered Bank Pier Santillo, Director, Regional Channel Manager, Americas Standard Chartered Bank MARKETING INFO 5:45 For more information regarding sponsorship, speaking or attending this conference, please contact, Robin Yegelwel, 1 312 540 3000 Ext. 6483. 6:00 Chairperson’s Closing Remarks End of Day One
  3. 3. Day Two | Thursday, December 5, 2013 8:30 Registration and Morning Coffee 8:50 Chairperson’s Opening Remarks INTRODUCE REGULATORY COMPLIANCE EXPERTISE INTO THE FRONT END TO PRE-EMPT POTENTIAL BACK END COMPLIANCE CONCERNS 9:00 Establishing an Innovation Process with an Emphasis on Project Prioritization • Promoting a concept from idea to business value while strengthening innovation culture across the organization • Leveraging collective resources, insights, and intelligence to develop a carefully monitored process to deliver breakthrough products • Instituting repeatable processes throughout the innovation pipeline to manage speed to market concerns • Defining methodologies that address schedule, cost, performance, and speed to market concerns • Bridging the gap between innovative ideas and the organization’s core competencies 9:45 Implementing a Venturing Model in the Innovation Pipeline to Enhance the Digital Portfolio • Defining the role of idea scouts for the organization of the innovation program • Turning venturing into a core competency within individual companies • Searching for opportunities through a process that aligns found resources to the goals of the organization • Determining when to venture and when to partner in order to achieve the best ROI • Aligning core competencies with the venturing process in order to maintain brand identity • Shaping a venturing team within the existing innovation pipeline to vet opportunities • Developing requirements for venturing opportunities to establish a process that best realizes the goals of the organization Todd Schofield Managing Director, SC Studios Standard Chartered Bank 10:30 Networking Break 11:00 Moving Beyond Mobile Banking to Remain Competitive in the Digital Space • Determining the next big player in the digital space in order to remain competitive • Using existing innovation models to enhance idea-forming processes • Leveraging horizon thinking to realize new digital product and service offerings • Defining criteria and standards for new ideas to realize new mobile opportunities Charaka Kithulegoda, Chief Information Officer ING Direct Canada 2:15 Investing in the Blink of an Eye: Exploring the Transition from Traditional Mobile to Wearable Technology • Developing the Fidelity Market Monitor for Google Glass • Applying research methodology to accelerate the innovation process • Incorporating usability feedback into the innovation process to promote early adoption • Fidelity Market Monitor in the hands of its intended users: how pre-launch usability insights can enhance the back end of innovation Hadley Stern, Vice President, Fidelity Labs Fidelity Investments 3:30 Leveraging Consumer Insights to Anticipate the Evolving Demands of a Consumer Driven Digital Portfolio • Creating a context in which research is conducted in an environment according to the customer mindset • Exploiting emerging research disciplines to recontextualize observations of how consumers communicate, behave, and make decisions • Conducting thorough analysis of information gathered from multiple sources to determine over-arching insights • Leveraging social media tools to identify new trending concepts 3:00 Networking Break 4:15 Defining a P2P Payments Strategy that Addresses Concerns of Non-Financial Entrants into the Market • Assessing the competitive landscape to identify needs that are unfulfilled by existing products • Identifying opportunities for growth within the P2P landscape to enhance the digital portfolio product mix • Increasing speed to market by developing a P2P strategy that aligns with current technology infrastructure • Leveraging Real-Time Payments strategy within the existing product mix to develop product offerings • Deploying an innovation strategy to compete in the markets populated with larger firms Doug Meagher Senior Vice President, eCommerce & Mobile Banking CertusBank 5:00 Chairperson’s Closing Remarks 5:15 End of Conference 11:45 Leveraging a Corporate/Academic Partnership to Spark For-Profit Innovation: Exploring the PNC Bank Partnership with Carnegie Mellon University to Create the PNC Center for Financial Services Innovation • Creating the PNC Center for Financial Services Innovation • Benefits and challenges of partnership for both the bank and the University • Lessons learned from legal and operational considerations • Exploring the business problems addressed, research approach, and expected output of completed research projects Dave Passavant, Senior Vice President, Retail Bank Innovation Center of Exellence Director PNC Bank 12:30 Networking Lunch 1:30 Leveraging Insights from the External Environment to Drive Innovation • Determining the right level of external focus to include in the innovation pipeline to ignite new ideas • Considering non-industry insights for tapping into innovation opportunities • Developing an innovation ecosystem that optimizes external focus into the innovation pipeline • Assessing the adjacent space to identify opportunities for new offerings Tom Kelly, Director, Online Banking Silicon Valley Bank DISCLAIMER: This agenda may be subject to change for reasons outside of our control. Marcus Evans, Inc. reserves the right to replace, substitute, or remove any speaker in the event of an emergency or any unforeseen situation in which a confirmed speaker is unable to attend the event. Marcus Evans, Inc. will make every effort possible to substitute a speaker in this circumstance with an equally qualified professional for the confirmed presentation. However, Marcus Evans, Inc. does not guarantee the possibility of replacement.
  4. 4. BUSINESS DEVELOPMENT PARTNER: Fiserv (NASDAQ: FISV) is a leading global provider of information management and electronic commerce systems for the financial services industry. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide, delivering technology solutions in five areas of competence: Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization. ASSOCIATION PARTNER: ISPIM - International Society for Professional Innovation Management is a network of researchers, industrialists, consultants and public bodies who share an interest in innovation management. Founded in 1983 by Professor Knut Holt in Norway, ISPIM is the oldest, largest and most active innovation association in Europe. ISPIM produces scientific and educational material and events to help people understand and share thinking and experiences on how individuals, organisations and society can be better organised to create and distribute new products, services and processes to make the world a better place. For more information, please visit www.ispim.org. MEDIA PARTNERS: The Nilson Report is the most relevant and respected source of global news and analysis of the credit, debit and prepaid card industry. The subscription newsletter provides proprietary statistics on the current status of the industry, as well as concise company, personnel, and product updates. David Robertson, Publisher of the Nilson Report, is a recognized expert in the field, and is a frequent speaker at industry conferences. Over 18,000 readers in 85 countries worldwide value The Nilson Report to track industry trends and market information. For more information, please visit www.nilsonreport.com. ISO&Agent is the merchant acquiring industry’s premier publication, combining timely news and articles on ways to boost revenue with insightful and relevant analysis of long-term trends shaping the industry. ISO&Agent magazine and ISO&Agent Weekly reaches over 16,500 subscribers in the ISO market. Look no further than the leading industry publication to showcase your products and services to these influential professionals. No other industry publication comes close to the breadth, depth and quality of our circulation. Please contact Hope Lerman for advertising opportunities, at hope.lerman@sourcemedia.com or 312-475-0649. futurethink helps unlock the innovation potential of your organization using a refreshing and simple approach. From our award-winning library of innovation research and tools to our dynamic trainers that inspire entire organizations to think differently, we have a diversity of offerings to meet the innovation needs of your organization. Quirk’s Marketing Research Review is the only monthly print magazine, digital magazine, E-newsletter and online resource devoted entirely to professionals responsible for conducting, coordinating and purchasing marketing research products and services. Designed to promote the understanding, use and value of marketing research, its free resources include original articles on research techniques, case histories, news, survey findings, global listings for conferences and jobs, dicussion forums and the most complete and up-to-date directories of market research product and service companies. More than 135,000 professionals access Quirk’s resources every month. To get your own FREE access visit www.quirks.com. The Paypers is the Netherlands-based leading independent source of news and intelligence for professionals in the global payment community. Our products are aimed at merchants, payment services providers, processors, financial institutions, start-ups, technology vendors and payment professionals and have a special focus on all major trends and developments in payments-related industries including online and mobile payments, online/mobile banking, cards, cross-border e-commerce, e-invoicing and SEPA. We are also keen on keeping our readership informed with regard to online fraud prevention innovations and the most significant trends in the e-identity space. Everyone who travels knows that getting from here to there is often only possible when there is a convenient hub for making connections. BankersHub was founded in 2012 by two financial services professionals dedicated to educating and informing banks, credit unions, solution providers and consultants in the U.S. and around the globe. American Banker is the leading information resource serving the banking and financial services community. Together, these resources set the agenda for a fast-changing industry, keeping a close eye on large and small institutions, tracking traditional and insurgent forces, parsing the business models of diversified and specialist players.