Featured Agenda Sessions
Jeff Dennes
Executive Director, Mobile & Money Movement
USAA
Session Topic: Delivering Cutting Edge Mobile Financial Services and Maximizing its Potential
Thursday June 4th, 2009
9:30 AM - 10:15 AM
As an online-only banking institution, with a customer base comprised of military personnel located all around the world, USAA had the advantage of deploying mobile services to early adopters who had a practical interest in utilizing the service. With basic mobile services already reaching high adoption rates, the organization is now looking toward the future and finding ways it can get the most from the newest banking channel, including:
- How the industry can achieve mass adoption by educating its customers
- The possible financial services applications for the iPhone
- Contactless application
Amy Johnson
Vice President, CEO Mobile(sm) Channel Manager
Wells Fargo
Session Topic: Commercial Mobile Banking and Treasury Services
Thursday June 4th, 2009
2:00 PM - 2:45 PM
Mobile financial services aren't just limited to retail banking. And there's no better example than that of mobile services for commercial and treasury service customers, where the channel is enabling yet another way of communicating and offering convenience to its customers. Hear about:
- Wells Fargo's CEO Mobile (SM) service and the various features and capabilities on offer
- What customers' usage of this service tells us about mobile financial services
- Trends for corporate mobile banking - devices, services, payments, authentication
Kevin Morrison
Assistant Vice President, Card Products
H&R Block
Case Study: The Nuts and Bolts of a Mobile Rollout
Thursday June 4th, 2009
8:45 AM - 9:30 AM
H&R Block began its text alert service to let its customers know when their tax returns were deposited into their prepaid accounts. While a seemingly simple service, offering it required new technology, software, testing and the cooperation of disparate business entities within the organization. This presentation will cover practical tips, including:
- Ways to integrate mobile services with existing vendor services
- How to drive customer adoption
- Metrics tied to the value of mobile, and mobile adoption