3rd Annual Underbanked Financial Services Forum

marketing track

1:15 PM - 2:10 PM
Municipal Governments - Traditional Panel
Municipal Goverments: Revolutionizing Distribution Methods
Across the US mayors of major cities are using private sector investments to turn their cities green, and now many municipalities are using the same investment principals to provide access to financial services for underbanked consumers in their areas. This unique distribution method is changing how many large cities are addressing the financial needs facing their underbanked constituents. Learn how leaders in municipal governments are using city infrastructure and marketing incentives to collaborate with private sector financial solution providers to integrate the underbanked into the mainstream financial arena.


2:15 PM - 3:00 PM
Banks/Financial Services in Retail - Case Study
Opportunities for reaching the underbanked through retail distribution
Retail channels hold great promise for reaching and servicing underbanked consumers when programs are adopted with a deliberate underbanked focus. Hear from banks offering services in retail locations and understand the successes and challenges of working through this relatively new channel to acquire underbanked consumers. A leading retailer offering financial services will discuss the opportunities and limitations of providing these new services to their existing client base.

3:30 PM - 4:25 PM
Distribution Innovations- How to
Innovation in Distribution Channels
To effectively provide access for financial services to the underbanked, many financial institutions are using innovative distributions channels meant to meet the needs of this unique market segment. Learn the latest on distribution technology and business models used to reach the low-moderate income consumer base from industry leaders in prepaid, mobile, and kiosk technology.

4:30 PM - 5:15 PM
Interactive "Closing" Session
Taking it to the next level: An interactive analysis of marketing & distribution strategies
This closing session is YOUR opportunity to ask those unanswered questions and talk tactics with a cross-section of the track's panelist. This unique convening is a one-of-a-kind opportunity to hear how the session ideas converge, how your organization can benefit from these or like strategies, and what immediate steps you can take to begin or continue to see the fruits of this largely under tapped market segment. This dynamic session will be moderated by behavioral economist NAME UPON CONFIRMTION, who will help you understand how the unique qualities of the underbanked market impact their economic decision making and how that should impact your organization's marketing approach toward them.


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SourceMedia Conferences and Expositions