Mobile Financial Service Congress


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The market for mobile banking and other mobile financial services is growing at an ever increasing rate, with customer adoption in the US set to grow to 56 million users in the next few years. Institutions that have led the way are already seeing customer loyalty, return per customer and customer acquisition benefits.

The question now is not if I should enter this market, but how do I compete in the mobile banking space?

Mobile Financial Service Congress, 2-3 December, Miami, Florida, will provide critical insights to overcome technical and budgetary challenges, and winning strategies for fully exploiting the mobile channel.

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Mobile Financial Service Congress

  1. 1. Mobile Financial Services Congress 2009 Wednesday 2 and thursday 3 December 2009, Miami, Florida, uSa Critical insights and winning strategies to overcome technical and budgetary challenges to fully exploit the mobile channel HEaR FRoM kEy kEy REaSonS to attEnD: inDuStRy SPEakERS: ■ Discover the critical success factors for launching your mobile product Brandon McGee, VP and Senior Project Manager, ■ Optimize your mobile offering to fully exploit the unique growth and Mobile Banking, marketing opportunities of the mobile channel HuntinGton Bank ■ Maximize your market share with winning strategies to drive adoption Ginger Schmeltzer, and build your customer base Senior VP, SuntRuSt Bank Robert Rankin, Senior VP, FiFtH FiRSt Bank EVEnt HiGHLiGHtS: toP CoMPaniES armin ajami, REPRESEntED: VP, WELLS FaRGo ■ Practical case studies on Juli anne Callis, CEO, successful mobile launches ■ HUNTINGTON BANK niH FEDERaL CREDit union ■ SUNTRUST BANK Jeff Dennes, ■ Essential debate on the industry ■ FIFTH THIRD BANK Executive Director, uSaa solution to driving adoption ■ WELLS FARGO Robert Mark, Channel Manager Mobile and Alerts, ■ Showcasing the latest vendor ■ NIH FEDERAL CREDIT anZ nationaL solutions and next generation UNION Jane E. Cloninger, technology ■ USAA Director, EDGaR, Complementary workshop, ■ EDGAR DUNN & Dunn & CoMPany ■ presented by Fiserv and M-Com: COMPANY toshihiro uchida, VP, Web Technology Group, Wireless, Learn to maximize ROI in the ■ FIDELITY FiDELity inVEStMEntS mobile business model INVESTMENTS Gold sponsors: Silver sponsors: Co-sponsors: ® MAKE THE MOBILESHIFT. REGiStER noW: online: tel: +44 (0)20 7753 4268 Email: Fax: +44 (0)20 7915 9773
  2. 2. Free Pre-Conference workshop Day One Wednesday 2 December understanding how to calculate and Building a compelling internal business case for build a successful business case for mobile banking investing in the mobile channel 08:30 Registration and refreshments Tuesday 1 December 2009, 2.00 pm - 5.30 pm 08:55 Chairman’s opening remarks Led by Fiserv and M-Com Brandon McGee, Vice President and Senior Project Manager, HuntinGton Bank Workshop is free to attend for conference delegates 09:00 keynote address: understanding the business models and adoption trends that are driving the industry and building a persuasive business case for mobile banking ● Assessing the market demand for mobile financial services; market drivers and adoption trends; and the implications for the banking industry and for your institution Exposing the underlying demographic trends that are driving about the workshop: ● growth and how banks should tailor their approach to capture In the current economic downturn, it is more important than these market segments ever to adopt an enterprise-wide mobile financial services ● Forecasting the development of the mobile market to understand the strategy that will provide a significant return on investment, size of the opportunity and where to direct investment to capitalize while enhancing the banking experience of your customers on the mobile channel and reducing channel costs. Brandon McGee, Vice President and Senior Project Manager, HuntinGton Bank 09:30 keynote address: non-online Bankers and the During the pre-conference workshop you will learn: ● What drives value and ROI when it comes to mobile banking, Mobile Channel: Lessons from the Frontline alerts and payments for banks and credit unions? (Case Study: anZ national) ● How to go about understanding which customers to target for ● What information and data elements you need to assemble mobile banking a business case for investing in mobile? ● Understand which services ‘offline’ customers adopt and how ● What a successful internal ‘pitch’ looks like? they use them Attendees will also receive a complimentary ROI White ● Assess the operational and financial impacts of mobile banking Paper and Spreadsheet Model to assist with building for non-online bankers Robert Mark, Channel Manager Mobile and alerts, anZ nationaL the Business Case for Investing in Mobile Banking, Alerts and Payments. 10:00 Featured keynote: Lifting the lid on a winning business model for mobile banking ● Understanding the phenomenal growth of mobile banking in the US about the workshop leaders: and what the trend of exponential growth means for the market, the banking industry and individual institutions Robert Mark ● Revealing the true costs of developing and implementing a mobile Channel Manager Mobile and alerts solution – what you need in the budget to launch successfully anZ national ● What are the essential services that an mbanking platform needs to Robert is an experienced mobile banking and payments offer and what is the most cost effective way to develop them? practitioner currently based in Auckland, New Zealand and ● Generating a return on your investment – How a mobile solution can working for ANZ National, New Zealand’s largest financial cut costs and boost profits for your institution institution. Over the last 18 months Robert has been focused ● Looking to the future of mobile to determine how banks should on building a profit generating mobile banking channel and be designing their mid and long term strategies for technology establishing a development roadmap that will continue to extend investment and channel development, and exploring the possible New Zealand’s position as a leading adopter of mobile banking impact on other retail and commercial banking channels and payments technology. In addition to Mobile Banking, Robert ● Case study: Outlining USAA’s successes in the mobile space to date has extensive experience with both card and mobile based and plans for the future contactless payments solutions and is an avid follower of mobile Jeff Dennes, Executive Director, uSaa banking and payments developments around the world. 11:00 Morning refreshments and networking Serge van Dam overcoming the technical challenges of implementing Head of Marketing a mobile banking solution M-Com Serge is responsible for understanding and developing the 11:30 Panel discussion: Critical trends in technology markets M-Com operates in, and works with M-Com's customers that will determine the success of your mobile to ensure they leverage the value the mobile channel brings banking offering to them and their consumers. This also includes M-Com's ● Exploring the different channels and platforms: relationships with channel partners, analysts and other industry ● Which are most suitable for the banking product? ● Which do you have to incorporate for a successful product? stakeholders. Prior to joining M-Com, Serge fulfilled a number of ● How can you optimize user experience across multiple device IT and project management roles with an emphasis on financial, types and operating systems? electronic billing and transaction management systems. ● Assessing the impact of smart phones and the ‘application store’ ● Which device manufacturers are doing the most to enable mobile banking and what more can be done to support this emerging REGISTER ONLINE NOW! technology? How can the banking industry encourage device manufacturers to do more to support mbanking? armin ajami, VP, Sr. Product Manager, Mobile Banking, WELLS FaRGo Jeff Dennes, Executive Director, uSaa mobilefinance Richard Crone, Founder and CEo, CRonE ConSuLtinG LLC
  3. 3. Day One Wednesday 2 December Day Two Thursday 3 December 12:15 Panel discussion: developing the platform Defining your enterprise strategy for the mobile channel in-house vs. buying a vendor solution and 08:30 Registration and refreshments evaluating the vendor market This panel will pick apart the vendor market to make sense of the 08:55 Chairman’s opening remarks diverse range of solutions and help you determine which is best for your business. 09:00 keynote address: Differentiating your mobile ● Evaluating the pros and cons of building in house vs. choosing offering through branding, design of the user a vendor solution to launch or upgrade your mobile platform experience and product functionality to gain ● The critical criteria for selecting a best-of-breed vendor solution a competitive edge in the mobile market ● Making sense of a crowded vendor market, finding the right partner ● Defining your mobile brand to achieve true differentiation in Ginger Schmeltzer, Senior Vice President, Sun tRuSt Bank a crowded market Robert Rankin, Senior Vice President, FiFtH tHiRD Bank ● Successfully innovating in a rapidly changing and developing toshihiro uchida, Vice President, Web technology Group, market place – how can you predict the trends and capitalize Wireless, FiDELity inVEStMEntS early on the opportunities? Presented by FiSERV and M-CoM ● Understanding the functionality that your customers really want and need so you can direct investment of resources to the areas that will 13:00 Lunch and networking offer the greatest returns Doug Peacock, Vice President, online Banking / M&i Mobile, Defining winning mobile product strategies MaRSHaLL & iLSLEy CoRPoRation 14:30 integrating mobile effectively with your multi-channel strategy for a cohesive brand experience and greater 09:30 Lessons from online – developing a strategy for customer loyalty and profitability mobile financial services to fully optimize your use of ● Outlining the how the unique aspects of the mobile channel can be the mobile channel and avoid costly mistakes exploited to further develop a cohesive brand image ● Exploring the key similarities and differences between the mobile ● Capturing the offline market – how to enroll and register customers and online; defining the unique qualities of the mobile channel who are not using your online channel and the potential applications for banks and financial institutions ● Strategies to add value through each customer interaction ● Critical lessons from the growth of online – the common pitfalls ● Putting the customer experience at the center of the brand strategy encountered by institutions and how they can be avoided in the ● Exploiting the mobile channel to enhance customer connectivity launch and development of mobile Carl Snyder, President, Zions internet Bank, ZionS Bank Calvin Grimes, Product Manager, Mobile Money, FiSERV 15:00 Case study: Developing a full service mbanking 10:00 Featured presentation: nokia’s mobile solutions for platform that incorporates the latest innovations the next billion - cash goes mobile to fully engage customers ● Lifting the lid on Nokia’s mobile banking solution, and the role that ● Revealing innovation that leads to cutting edge product development a non-financial institution will play in the mobile banking space ● Assessing the strengths and limitations of currently available Mary McDowell, Executive Vice President, Head of Product technology and the impact on product development Development, nokia (tbc) ● Innovating for the customer experience – building the services that your customers want and need 10:30 Morning refreshments and networking ● Working with a vendor partner to develop a full service offering – weighing the costs against the potential benefits Powerful strategies to realize the full potential of Presented by MSHiFt the mobile platform 15:30 Afternoon refreshments and networking 11:00 analyzing mobile banking customers to understand 16:00 Establishing the critical functionality and features how they differ from other clients – understanding your vendor solution or in-house development must the implications for a successful mobile strategy have to be successful ● Critical analysis of the mobile banking customer – how they differ in ● Outlining the essential functionality and usability criteria to take terms of balances, profitability, retention and channel usage advantage of the most popular services and platforms ● Key trends from the research and how they translate to a business ● The role of mobile alerts as a key component of a strong mobile offering case for mobile banking ● Designing for adaptability and scalability to take advantage of future ● Creating a banking strategy for your institution that capitalizes on innovations in capability and application how customers use the channel ● Ensuring integration across the business to offer a full service Ginger Schmeltzer, Senior Vice President, SuntRuSt Bank range on the mobile device ● Preparing to offer the next generation of mobile financial services 11:30 Examining how mobile banking and mobile payments armin ajami, VP, Sr. Product Manager, Mobile Banking, WELLS FaRGo will propel opt in mobile marketing ● Mobile phones are present in every other channel experience. 16:30 Creating conversation and engaging with a new By 2012 it's predicted that 40%-50% of all sales will be cross- generation of customers through innovative channel enabled setting the stage for mobile self-service, mobile marketing strategies that take advantage of the payments and mobile marketing. unique nature of the mobile channel ● Unlike any other entity in the history of payments innovation, ● Assessing the impact of Facebook and the iPhone on what the next wireless carriers and merchants hold several critical, leverage-able generation of customers want from their bank assets for redefining the payments ecosystem using all seven (7) ● Integrating the lessons from marketing through social media to mobile channels (voice, text, WAP2, Apps, NFC, Bluetooth and the create an interactive brand marketing strategy embedded Camera). ● Finding the line between interactive and intrusive ● This session will address the strategic positions, innovative funding ● Moving from brand awareness to brand involvement – engaging with models and mobile processing options that are device, carrier and customers to create loyalty through the mobile medium bank independent that require little or no changes at the physical Juli anne Callis, Chief Executive officer, niH FEDERaL CREDit union point of sale (POS) for acceptance. Richard Crone, Founder and CEo, CRonE ConSuLtinG LLC 16:30 Chairman’s summation and close of day one
  4. 4. Day Two Thursday 3 December Sponsors and Media Partners 12:00 assessing the market potential of mobile payments Gold sponsors in north america and how financial institutions need M-Com to adapt to take part Founded in New Zealand in 2000 and ● Reviewing the development of mobile P2P payments in developing headquartered in Atlanta, GA, M-Com markets and the impact on adoption of wider mobile banking – is an international mobile banking and implications for the US market payments solution provider with live ● Dissecting the mobile payments business model – who profits Fortune 500 banking customers across and how? Asia Pacific and North America. M-Com's ● Evaluating the investments in infrastructure and technology needed core proposition is centered on delivering a positive return on to support P2P and other mobile payment systems and the pay off investment through world class adoption metrics for the mobile for financial institutions channel while providing the lowest total cost of ownership. For Jane E. Cloninger, Director, Edgar, Dunn & CoMPany more information, visit 12:30 Lunch and networking Fiserv : Celebrating 25 years of partnership and service to the financial services industry, Fiserv is 13:30 Speaker Hosted Roundtables a leader in financial services technology solutions, Interactive roundtable sessions offer a unique opportunity to come driving innovation in Payments, Processing Services, Risk & together with your peers to share best practice and develop solutions Compliance, Customer & Channel Management, and Business to critical challenges facing the industry as a whole. Hosted by industry experts and each focused on a single issue, roundtables are Intelligence & Optimization. A Fortune 500 company, Fiserv is an exciting, interactive way to build your personal network and learn ranked No. 1 on the FinTech 100 survey of top partners to the from the experience and expertise of others. financial services industry and winner of the 2008 Information Week 500 banking and financial services category. Delegates can attend up 3 round tables and may select from: ClairMail is the leading provider of proactive ® Roundtable 1: mobile solutions for banking, payment and Pinpointing Roi in the mobile banking business model card services, driving new levels of customer trust and loyalty, Discover how mobile banking can contribute to the bottom line, facilitating cross-sell and enabling near term, measurable cost what returns established products are generating and the steps savings. ClairMail maximizes mobile adoption, leverage and ROI you need to take to achieve compelling ROI through its unified, simple approach to mobile banking – regardless of the mix of mobile devices, carriers or back-end financial systems. Roundtable 2: For more information call (415) 884-7270 or visit Driving adoption and building your customer base Develop innovative approaches to marketing the mobile Silver sponsor platform and share strategies for quickly establishing a strong customer base. David Eads, Founder, MoBiLE StRatEGy PaRtnERS MAKE THE MOBILESHIFT. Roundtable 3: Co-sponsors Cutting edge innovations and the next generation of mobile financial services Meet the market leaders, who will reveal their approach to product innovation and offer insights on the future of mobile financial services Media partners Roundtable 4: FUTURE BANKING Future Banking works with renowned executives in the industry to provide key 21st century strategies and solutions for Europe Creating effective marketing campaigns for the decision- makers at Europe’s leading financial services organisations mobile channel with reliable and accurate intelligence on emerging trends and This creative think-tank for marketing specialists is your breakthrough technologies, helping them to make informed opportunity to devise winning strategies for reaching customers decisions. through the mobile platform Mobile technology is a leading Richard Crone, Founder and CEo, CRonE ConSuLtinG LLC mobilecomms- source of information within Roundtable 5: the industry. Our mission is to Defining the industry strategy for mobile payments The website for mobile & cellular communications provide senior executives, decision- Join this critical discussion to determine the best industry makers and business communities strategy for taking on the telcos as mobile technology gears up throughout the world with valued information and services, to replace payment cards by communicating industry developments, offering informed opinion and promoting our customers' products and services. 15:00 Chairman’s summation 15:15 Close of conference Published since 1992, Finance Director Europe has gained a reputation for informative and authoritative coverage of the challenges which increased strategic influence brings. The publication boasts incisive commentary and analysis from the world’s most powerful business leaders, alongside investigative and Do you wish to exhibit your products and services at provocative articles from leading journalists. This service is this exclusive event? Contact details: Nick McCudden, supported here online by The Finance Director, which is used as a daily reference point for current opinion and the latest Sponsorship Manager +44(0) 207 753 4259 developments.
  5. 5. 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