 Attendee InformationResources  Corporate |
 CONFERENCE AGENDA
Sunday, June 22, 2008
 Pre-Conference Workshop Mobile Marketing: How Financial Institutions Can Deploy the Newest Marketing Channel The entertainment, media and retail sectors have started to grasp the enormous potential of mobile marketing. While financial institutions have greater complexity in their products and services, they also have a greater relationship with their customers. Because of the stronger relationship strength, the mobile channel can be leveraged to increase brand awareness, customer loyalty and lead to direct ROI. This in-depth, engaging workshop will offer attendees the opportunity to:
*Workshop fee is $195. Registered Conference Attendees Only. Please see registration page for details. Workshop Leader: Doug Rozen Global Vice President, Interactive and Mobile Marketing Carlson Marketing Michael Keefe Senior Director, Mobile & Interactive Strategy Carlson Marketing Jeff Anulewicz Senior Planner, Mobile and Interactive Strategy Carlson Marketing Group
Monday, June 23, 2008
Registration and Breakfast 8:30 AM - 9:15 AM What is the Mobile Commerce Value Proposition? Early bank pilots have been deployed, and the results are rolling in. What have we learned so far? Have initial pilots met, surpassed, or fallen below expectations? And most importantly, what have experiences thus far revealed about what mobile technologies can deliver in terms of overall business value and its impact on the bottom line? Bob Egan Chief Analyst TowerGroup 9:15 AM - 10:00 AM Mobility as part of the Bank's Overall Business Strategy While many banks are in the process of evaluating the decision to make mobility an offering to their customers, others have made significant strides. Citigroup's strategy extends in all directions--from banking services to payments. What are the challenges in extending such a strategy so broadly, and what are the key factors in making this a success? Ultimately, what are the key benefits to the business? Steve Kietz EVP, Global Growth Ventures and Innovation Citigroup 10:00 AM - 10:30 AM Morning Refreshment & Networking Break 10:30 AM - 11:15 AM A View from Frontlines: Multiple Perspectives on the Development of Mobile Financial Services What kind of resources will be devoted to furthering mobile banking services? Given the slow rate of adoption among the consumer, realistically what kind of resources should banks expend? How do you make the decision to build a custom solution, or buy the solution? How does mobility as an offering give your institution an edge? Brandon McGee VP, Senior Product Manager, Mobile Services Huntington Bank Toshihiro Uchida VP, Fidelity Web Technology Group, Wireless Fidelity Investments Juli Anne Callis Chief Operating Officer KeyPoint Credit Union 11:15 AM - 12:30 PM Mobile Channel Usage Forecasts: Setting the Stage for Revenue Opportunities Research forecasts that availability and adoption is set to surge through 2012. What are the near term and future benefits provided by the mobile channel? What should consumers be given access to mobile banking to achieve those benefits? How does mobile channel usage positively affects the adoption of mobile contactless payments? Which banks have the strongest offerings? Bruce Cundiff Research Director Javelin Strategy and Research 12:30 PM - 1:45 PM Networking Luncheon 1:45 PM - 2:30 PM The Next Step: How Banks can Move from Early Adoption to Mass Adoption Once a bank completes the early stages of mobile banking implementation, the next step is figuring out how to drive mass adoption. What are some of the challenges that banks should prepare for as they roll services out, and what are the crucial steps in getting to the next level in mobile financial services? Tripp Rackley CEO Firethorn, a Qualcomm Company Ginger Schmeltzer SVP SunTrust Spencer White Director, Business Development AT&T 2:30 PM - 3:15 PM How to Make Money in Mobile Payments While mobile banking has opened up a new way of interacting with the customer and providing a value-added service, payments have emerged as a potential revenue generator. How can financial institutions, operators and other players make incremental revenue in mobile payments? Where are the revenue opportunities, and what would an equitable financial model look like? Moderator: Steve Mott Principal Better Buy Design Mark Uicker VP ClairMail Drew Sievers Co-Founder & CEO mFoundry Adam Green Senior Product Manager Fidelity Information Systems Bob Egan Chief Analyst TowerGroup 3:15 PM - 3:45 PM Afternoon Networking Break in Exhibit Hall 3:45 PM - 4:30 PM Panel Discussion Authentication and Risk Management in Mobile Financial Services As more payment transactions occur, the question of authentication arises. What are service providers doing to ensure that a customer's identity is protected? What kind of fraud is possible? Once these solutions are determined, does increased security over wireless networks become a value driver in marketing mobile banking and payments? Moderator: Maria Arminio Founder Avenue B Consulting Calvin Grimes Alliance Manager CheckFree, now part of Fiserv Vijai Shankar Consumer Authentication Product Group VeriSign Tom Evans Product Managers, Mobile Banking and Payments Postilion/s1 4:30 PM - 5:15 PM NFC Mobile Payments Ecosystem and Applications-An Update of Pilots around the World NFC Mobile Payments have been piloted in multiple countries around the world by the "who-is-who" of the financial and wireless industries and the first commercializations have been announced this year. Panelists represent each of the different stakeholders in the NFC business model and will discuss the outcome of these pilots and the business model that will be used in the upcoming commercial rollouts. Moderator: Mohammad Khan President & Founder ViVOtech Panelists: James Anderson VP, MasterCard Mobile Center of Excellence MasterCard Damien Balsan Head of NFC Business Development Americas Nokia Device Experiences Didier Serra General Manager Americas and Founder Inside Contactless Dom Morea SVP, Product and Business Development First Data Corporation 5:15 PM - 6:30 PM Networking Reception
Tuesday, June 24, 2008
Registration and Breakfast 8:00 AM - 8:15 AM Chairperson's Recap of Day One Bob Egan Chief Analyst TowerGroup 8:15 AM - 9:00 AM The International Scene: Lessons to Apply from Successful Mobile Deployments Abroad The UK, New Zealand, India and South Africa are all examples of markets that have demonstrated the reach and extent of mobile financial services. What can US banks learn from mobile platforms and the habits of consumers abroad? What are the Implications and applications for underbanked consumers in the US? Panelists share the results of deployment in these varied regions and help attendees understand what lessons can be learned. Moderator: Michael J. Herrmann Research Director Center for Financial Services Innovation Panelists: Rodney Robinson Vice President, Business Solutions Obopay Lisa Stanton CEO Monitise Americas Serge Van Dam Head of Marketing M-Com 9:00 AM - 9:45 AM Case study: Creating a User-Friendly Mobile Experience Cantor Fitzgerald, a capital markets leader with a reputation for revolutionizing institutional trading technology, first made mobile applications available to its clients in 2003. Since then, it has made real-time market data available, and enabled mobile trading. This presentation will demonstrate how a financial institution translated a potentially complicated mobile service into a user-friendly interface, resulting in more that $13 billion of transactions since its inception. Presenters: Adam Kornak Enterprise Mobility Strategy Manager, Financial Services Group Microsoft Brent Wilkins Managing Director Cantor Fitzgerald 9:45 AM - 10:15 AM Networking Break 10:15 AM - 11:00 AM The Intersection Between Mobile and Prepaid The prepaid, stored value card market has exploded in recent years, and now its applications and intersections with mobility are emerging as well. T. Jack Williams President eCommLink 11:00 AM - 11:45 AM Case Studies: Connecting the Bank and Merchant through Mobile Commerce-Maximizing Exposure and Generating Revenue Mobility is the newest way banks, merchants and payment networks are connecting - generating revenue, raising brand awareness and maximizing marketing exposure in new ways. Case studies of successful mobile initiatives from the recognized brands, like Footlocker, ESPN and Skymall will be discussed with results from each initiative. Mike Keresman Cardinal Commerce President, Founder & CEO 11:45 AM - 12:30 PM Mobile Services in Corporate Cash Management and Treasury Services While much of the focus of mobile financial services has been for the retail side, FIs have also identified the corporate and small business client as another area to grow their mobile offerings. What are the distinctions between the retail customer and the corporate customer that banks should keep in mind? What types of technologies will be necessary to help build offerings for these customers? How are they different from retail? Bob Hedges Managing Partner Mercatus Partners, LLC 12:30 PM Conference Adjourns |
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