3rd Annual Underbanked Financial Services Forum

letter from the conference chair

Dear Colleague,

Dramatic shifts in the economic climate have not dampened the enthusiasm of the financial services industry for reaching the underbanked market. Financial services companies large and small are demonstrating that, served responsibly and strategically, underbanked consumers represent an opportunity to grow revenues and cultivate a lasting relationship with a loyal customer base.

The Underbanked Financial Services Forum is the destination for financial services companies looking for the keys - the right products, the right marketing, the right underwriting - to unlock the potential of this untapped market. In 2008 we are going to dig deeper, talk tactics, look at real-world implementation strategies, and explore enterprise-wide approaches to identifying and attracting the underbanked and expanding market share. Join us June 8-10, 2008 in Miami, Florida.

Senior executives as well as senior managers of retail banking, marketing, payments, cards, consumer lending, risk management and compliance will all find useful tools to help them boost their bottom line. With three unique tracks, your whole team can return to your organization armed with ideas they can implement:

Marketing and Distribution - The results of our national co-sponsored segmentation study will be released at the forum. The study, the most comprehensive to date, will gather information on the attitudes, behaviors, and preferences of unbanked and underbanked consumers. In-depth track sessions will round out this topic area by bridging the gap between innovative products and solutions and marketing strategy towards the underbanked market segments.

Products and Pathways - If you already have relationships with the underbanked and want to cross-market existing products or develop new products specifically targeted towards the unbanked. This track will focus on profitable, responsible credit products, prepaid cards, savings features, and remittance programs, as well as proven strategies for product layering and graduation efforts.

Risk Management - A wide range of financial institutions have found ways to see the potential beyond the stereotypes and develop actionable tools for managing the unfamiliar risks involved in serving underbanked and thin/no credit file consumers. Learn how financial services companies are addressing potential risk issues in the market, including strategies around alternative underwriting, customer identification, and regulatory trends.

We will explore these business issues through top-notch speakers, case studies, and rich knowledge sharing activities. The forum also will offer a variety of formal and informal networking events, giving participants numerous and innovative opportunities to make those critical business connections. Two of our most popular events from the 2007 forum, Underbanked Extreme Networking and the Roundtable Café, will be on the schedule in 2008.

I invite you to join me on June 8-10 at the Doral Resort & Spa in Miami, Florida for 2008’s premier event on underbanked strategy. Make your reservation today.

Regards,

Jennifer Tescher
Director
Center for Financial Services Innovation

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