Conference Agenda
Wednesday, June 03, 2009
Pre-Conference Workshop Agenda
2:00 PM - 5:00 PM
Pre-Conference Workshop
Mobile Marketing: How to Best Optimize the Newest, Most Ubiquitous Channel in Financial Services
If you're like many financial institutions, you've already built the foundation for some basic mobile services. But where do you go now? With adoption rates surpassing expectation, you'll want to harness the reach of mobile phones to its fullest extent through mobile marketing. This workshop will cover:
- Trends in mobile access and marketing, including bank case studies and those outside of financial services
- Lessons learned from online financial services and e-Commerce--what you can apply, and what you can't
- Those who sign up for this workshop will be surveyed to determine what your specific learning needs are, so they can be directly addressed during the workshop.
Open to registered conference attendees only. Please see registration info page for details.
Workshop Leader:
Bob Gilbreath
Chief Marketing Strategist
Bridge Worldwide, a WPP interactive and relationship marketing agency
Co-Presenter:
Paul Moore
SVP, Alternative Delivery
Fifth Third Bank
Thursday, June 04, 2009
Main Conference Agenda
7:30 AM
Breakfast Briefing
How to Succeed with your Mobile Internet Strategy: Optimizing for Every Device
Sponsored by:
Click here for more info
Scott Moeller
Chief Executive Officer
MShift Inc.
8:00 AM - 8:30 AM
Registration and Breakfast
8:30 AM - 8:45 AM
Opening Remarks from the Chairman
Rebecca Sausner
Editor in Chief
Bank Technology News
8:45 AM - 9:30 AM
Case Study: The Nuts and Bolts of a Mobile Rollout
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
Kevin Morrisson
AVP, Card Products
H&R Block
9:30 AM - 10:15 AM
Delivering Cutting Edge Mobile Financial Services and Maximizing its Potential
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 applications
Jeff Dennes
Executive Director, Mobile & Money Movement
USAA
10:15 AM - 10:45 AM
Morning Refreshment & Networking Break
10:45 AM - 11:30 AM
Vendor Evaluation, Selection and Integration
With multiple mobile service providers and solutions to evaluate, finding the right partner that aligns with your mobile initiatives is one of the first challenges to face. Adding to the complexity is the need to integrate the solution with your existing systems and, for some, the need to merge systems in a merger and acquisition environment. These panelists share their recommendations for selection and integration.
Panelists:
Patrick Reetz
VP, Director, Online Banking
M&I Bank
Ginger Schmeltzer
SVP
SunTrust Banks, Inc.
11:30 AM - 12:45 PM
Community-Regional Bank Panel: Lessons Learned from Mobile Banking Rollouts
Mobile banking is not the sole domain of the largest financial institutions. Community and regional banks, as well as credit unions have been gaining impressive adoption rates, and in terms of percentage of customers, have in some cases been experiencing higher mobile enrollment than their larger counterparts. Hear perspectives from these institutions, how it's giving them an edge and what ways they are looking to leverage the latest banking channel.
Panelists:
Juli Anne Callis
President and CEO
National Institutes of Health Federal Credit Union
Jim Simpson
VP, Information Technology
City Bank
Ellen Johnson
The Huntington Bank
SVP
12:45 PM - 2:00 PM
Lunch For All Participants & Industry Innovation Session
12:45 PM - 2:00 PM
Industry Innovation Session
Mobile Banking and Payments: Achieving a Compelling ROI
Get the answers to key questions that influence your mobile strategy:
- Why it is the right time for consumers to adopt mobile banking and payments?
- Which consumer segments look most promising for mobile banking and payments adoption?
- Why you should care about migrating offline customers to the mobile channel?
- How can you build a strong business case: Highlights from an ROI study by M-Com and Fiserv
- How can you deliver compelling financial metrics through the mobile channel from Year One?
- What are the four strategic criteria for selecting mobile banking solutions?
Click here for more info.
Presenter:
Calvin Grimes
Product Manager, Electronic Banking Services
Fiserv
2:00 PM - 2:45 PM
Commercial Mobile Banking and Treasury Services
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
Amy L. Johnson
Vice President, CEO Mobile(sm) Channel Manager
Wells Fargo
2:45 PM - 3:30 PM
Mobile Remittances and Funds Transfers
Mobile remittances enable funds transfers and remittances via their cell phones internationally, further advancing the role phones are expected to play in supporting electronic payments. This service is being aimed to serve the unbanked segment. But what other users are likely to use remittances? Besides person-to-person money transfers what other capabilities do mobile remittance networks allow? What is the market in the U.S. versus internationally? And what how are the experiences of international users revealing?
Moderator:
Brent Ho-Young
Chief Editor
Mobile-Financial.com
Panelists:
Matt Krogstad
VP, Business Development
M-Com
Lisa Stanton
CEO
Monitise
Rebecca Mann
Director of Strategic Alliances
Western Union
3:30 PM - 4:00 PM
Afternoon Networking Break in Exhibit Hall
Sponsored by:
4:00 PM - 4:45 PM
Panel Discussion
Customer Security in Mobile Financial Services
Initial research has shown that one of the main obstacles to consumer adoption of mobile financial services is the perception of security concerns. Security threats have yet to manifest themselves, and it may be that the mobile channel has a number security advantages over other banking channels that are not well known. This panel examines the types of security breaches that are likely to occur, how FIs can prepare and what lessons from online banking applies.
Moderator:
Tom Wills
Senior Analyst, Security, Fraud and Compliance
Javelin Strategy & Research
Eric Kraar
Senior Architect
Firethorn
Clint Heyworth
Attorney, Consumer Finance Group
Chambliss, Bahner & Stophel
4:45 PM - 5:30 PM
The Mobile Marketing Landscape - Financial Services and Beyond
The types of communications and transactions taking place in mobile banking and payments is a natural evolution of other types of communications and transactions that first began outside the financial sector. Organizations of all types are optimizing the mobile channel with unique marketing campaigns. Hear about the following:
- What can financial institutions learn from communications that are taking place outside banking?
- How receptive have consumers been?
- What mobile media channels are available to banks and financial institutions, and how can they achieve campaign effectiveness?
Sean Moshir
CEO
CellTrust
Mobile Banking Sub-Committee Co-Chair
Mobile Marketing Association
5:30 PM - 6:30 PM
Networking Reception
Friday, June 05, 2009
7:30 AM - 8:00 AM
Registration and Breakfast
8:00 AM - 8:15 AM
Recap of Day One
Rebecca Sausner
Editor in Chief
Bank Technology News
8:15 AM - 9:00 AM
Panel Discussion:
Where are the Mobile Revenue Opportunities?
Now that mobile banking has become a staple service, financial institutions are looking for value-added products and services. This panel will cover revenue-generating opportunities, and what the path toward these types of products might look like. Is mobile banking the road to mobile payments? What value does mobile offer to the customer that can translate into opportunities for banks?
Panelists:
Jayatsu Bhattacharya
SVP, Strategic Business Development
Mobile Money Ventures, LLC
Cameron Franks
Director, Mobile Commerce Americas
Sybase 365
Mustafa Patni
Joseph Salesky
Chairman and Chief Strategy Officer
Clairmail
Drew Sievers
Founder, CEO
mFoundry
9:00 AM - 9:45 AM
Building Standards to Support the Evolution of Mobile Payments
The growing adoption of contactless payment cards in the United States could open the door to a more fraud-resistant security format and enable the adoption of chip-based mobile payments. EMVCo, a non-profit organization operated by American Express, JCB Co. Ltd, MasterCard Worldwide, and Visa Inc. promotes the security standard (EMV) that uses cards with embedded chips. As mobile phones make the transition into being thought of as more than just a phone, its potential as a payments device in the hands of consumers becomes a possibility. Hear about efforts to enable this type of mobile payments in the U.S., and how other such efforts around the world are currently taking place.
Brian Byrne
member, Board of Managers
EMVCo
Head of Product Technology, Standards and Specifications
Visa Inc.
9:45 AM - 10:15 AM
Networking Break
10:15 AM - 11:00 AM
The Convergence of Prepaid Cards and Mobile Commerce
The integration of mobile commerce applications to the prepaid debit space has altered the way the world interacts with the financial system. Mobile brings a distinctive ability to prolong and strengthen customer interaction with a program; and prepaid offers a strong inroad into the growing underbanked market. This presentation covers:
- Case studies on mobile integrated prepaid debit programs in the market today, including those servicing government agencies at home and abroad, as well as the growing use of such programs among migrant workers
- Different technologies and programs gaining traction today, those most likely to succeed, and those that won't and why
- Different partners and regulations in play that a company must consider before entering the mobile-prepaid space
T. Jack Williams
CEO
eCommlink
Paris Holt
CEO
mCASH
11:00 AM - 11:45 AM
The Impact of Smartphones on the Customer Experience
Sophisticated mobile handsets - increasingly available among North American consumers - are paving the way for better, easy to use and sophisticated mobile financial applications. As the availability of GPS, reliable broadband connectivity, and improved visual interfaces become the norm, FIs can build upon the experiences that consumers have with mobile phones. Hear a case study of how an organization is taking advantage of the new mobile device landscape.
Moderator:
Brent Samuels
Manager
First Annapolis Consulting
Panelists:
Alain DeSouza
Senior Manager, Market Development
Research In Motion
Didier Serra
EVP of Sales and General Manager
Inside Contactless
Armin Ajami
VP-Retail Mobile Channel
Wells Fargo
11:45 AM - 12:30 PM
The Potential in Mobile Distribution and Social Networking
Additional speakers to be announced