Celent's 2013 Innovation & Insight Day

Boston, Massachusetts
Wednesday, February 27, 2013

Keynote Speaker

Jeanne Ross
Director and Principal
Research Scientist

MIT Sloan Center for Information Systems
Research (CISR)


  Jeanne W. Ross directs and conducts academic research that targets the challenges of senior level executives at CISR's more than eighty global sponsor companies. She studies how firms develop competitive advantage through the implementation and reuse of digitized platforms. Her work has appeared in major practitioner and academic journals, including MIT Sloan Management Review, Harvard Business Review, The Wall Street Journal, MISQ Executive, MIS Quarterly, the Journal of Management Information Systems, IBM Systems Journal, and CIO Magazine. She is co-author of three books: IT Savvy: What Top Executives Must Know to Go from Pain to Gain (2009), Enterprise Architecture as Strategy: Creating a Foundation for Business Execution (2006) through Harvard Business School Press, and IT Governance: How Top Performers Manage IT Decision Rights for Superior Results (2004). She has served on the faculty of customized courses for a number of major corporations, including PepsiCo, McKinsey, General Electric, TRW, Pfizer, News Corporation, Commonwealth Bank of Australia, IBM, and Credit Suisse. She regularly appears as a speaker at major conferences for IT executives.



Zil Bareisis
Senior Analyst

  Zilvinas Bareisis is a Senior Analyst within Celent’s Banking Group and is based in our London office. Mr. Bareisis’s research focus is on retail payments, particularly cards and alternative payment methods. As an analyst, and in his previous role as a management consultant, Mr. Bareisis has served leading banks, other financial services institutions and their technology and service providers in Europe, the US, the Middle East, and Asia-Pacific. Before joining Celent, Mr Bareisis was a Principal at Oliver Wyman Financial Services, and he has also worked at Diamond Management and Technology Consultants and Cambridge Technology Partners. Mr. Bareisis has been widely quoted in the press, including The Banker, The New York Times, American Banker, Los Angeles Times, PaymentsSource, and Cards International.

Craig Beattie
Senior Analyst

  Craig Beattie is a Senior Analyst in Celent’s insurance practice, based in London. He brings extensive experience in the use of enterprise architecture and applications architecture practices in the insurance industry, working within insurers. Mr. Beattie has advised insurers on IT strategy, legacy modernisation, insurance vendor analysis and enterprise architecture topics, principally in the EMEA region. Recent consulting clients have engaged Mr. Beattie for policy administration vendor analyses, market entry strategies, and product messaging work for insurance vendors. Prior to Celent, Mr. Beattie was an applications architect with Royal Bank of Scotland Group’s Strategy and Architecture team.

Dan Dickinson

Online & Mobile Banking

BMO Bank of Montreal
  Dan Dickinson is the Head of Online and Mobile Banking (Canada) at BMO Bank of Montreal. He is responsible for strategy, project development, and sales for the personal online and mobile banking channels. Mr. Dickinson directs the team responsible for a number of recent digital channel initiatives, including BMO MoneyLogic, online appoiment booking, online banking redesign, and the launch of BMO mobile banking and alerts.

Michel Finschi
Chief Operating Officer

XL Group

Michel Finschi is Chief Operating Officer, Claims,  at  XL Group . He has  over 18 years experience of working in the insurance industry, the last 12 of which have been with XL Group. At XL Group he has worked in both Switzerland and the US, leading various complex, multi-national business process, re-engineering and off-shoring projects. Notable career achievements include leading the operational transformation programme for XL GlobalClaim™. This three-year project helped XL Group to become one of the first insurance carriers in the industry to introduce a single web-based platform for managing claims worldwide for all lines of business. The initiative has won numerous awards to date.


Mike Fitzgerald
Senior Analyst
  Mike Fitzgerald has expertise in property/casualty automation, operations management and insurance product development. His research focuses on billing, business process and operations, social media use in insurance, and distribution management. Prior to joining Celent, he was VP of Enterprise Underwriting Solutions at Zurich North America. His technology implementation experience includes the installation and maintenance of billing, automobile policy administration, and workers compensation automation.
Stephen Greer

  Stephen Greer is an analyst in Celent’s Banking group and is based in our San Francisco office. His research focuses on retail banking strategies and technology. Recent work includes: Innovations in Mobile at Finovate, Business Process Outsourcing in Banking, What App Doc? and A Snapshot of the Global Core Banking Market. He joins Celent from Springboard Research, where he wrote numerous reports on Internet and communication technology market dynamics in the Middle East and Africa. Previously, he worked with a small financial management firm to support client relations and optimize analytic efficiency.

Jacob Jegher

Research Director

  Jacob Jegher is a Research Director within Celent’s Banking Group. Mr. Jegher’s research focuses on emerging technologies and business strategies in retail and wholesale banking. He heads up Celent’s online banking research and is a recognized thought leader in this space. His recent research has focused on next-generation online and mobile banking, personal financial management, social media, and financial technology startups. Mr. Jegher has provided strategic consulting on issues ranging from online channel strategy to vendor selection. He has been widely quoted in the press including The New York Times, The Wall Street Journal, Bloomberg, and the Associated Press. Before joining Celent, Mr. Jegher was an Analyst for BCE Emergis, where he was responsible for business strategy as well as market and competitive intelligence.
Chuck Johnston
Director, Life/Health
  Chuck Johnston is a Research Director in Celent’s Insurance group and is based in greater Hartford. His research is focused on all aspects of group and individual life insurance technology and business strategies. Mr. Johnston has more than 25 years of expertise in insurance and information technology. Prior to joining Celent, he held several roles at Oracle Insurance, including Vice President Global Insurance Strategy and Solutions. He previously served in senior management roles focusing on financial services go to market strategy and execution at Siebel and Callidus Software. He is a frequent presenter at industry conferences, including LOMA events, ACORD, IASA, and the International Insurance Society.
Dan Latimore
Senior Vice President
  Daniel W. Latimore, CFA, is the Senior Vice President of Celent’s Banking group and is based in the firm’s Boston office. Mr. Latimore’s areas of focus include consumer behavior, innovation, and technology-enabled strategy. Mr. Latimore has been widely quoted in the press, including the Boston Globe, CNBC and CNBC Europe, and American Banker. He has been a frequent speaker at industry conferences and client presentations, having delivered addresses in more than a dozen countries to audiences ranging from intimate meetings with CEOs and central banks to keynote speeches to 800 people. He has held senior management positions in research groups at Deloitte and IBM, has worked in industry at Merrill Lynch and Liberty Mutual, and was a consultant at McKinsey & Co.
Donald Light
Director, Americas
Property/Casualty Practice
  Donald Light is the Director of Celent’s Americas Property/Casualty Insurance Practice. His research and consulting focuses on: technology and business strategy, policy administration, underwriting, claims, reinsurance, and risk analytics. His recent consulting work includes: developing a strategic IT plan for a specialty insurer, vendor selection advisory work for rating, policy administration, and claims; a build vs. buy analysis for core systems; and several due diligence projects for acquisitions. Mr. Light has been widely quoted in the press and media, including The Wall Street Journal, The New York Times, Financial Times, The Economist, NBC and CBS Evening News, CNBC, and National Public Radio. Prior to joining Celent, Mr. Light was an insurance subject matter expert with Sapient.
Justin Manley
CIO, Americas
Torus Insurance
  Justin Manley has 20+ years of IT experience, across government, banking and insurance industries, in broad-based management of systems design and development, implementation and support. He joined Torus in it's first year in 2009 tasked with building a world class IT team for Torus Americas. He led and executed establishing Torus' eBusiness platform, ESCAPE, which has been recognized as a leader in its market. The system led to Torus winning the 2012 Celent Model Insurer award for best Agency Portal. Mr.  Manley regularly speaks at industry events such as IASA and ACORD-LOMA on underwriting automation and has been featured in Microsoft’s Finance OnWindows magazine and other insurance industry publications.


Bob Meara

Senior Analyst

  Bob Meara is a senior analyst in Celent's banking group and is based in Atlanta. Mr. Meara’s research focuses on the branch and ATM delivery channels, check and remittance processing and cash automation technologies. A well known authority on remote deposit capture, Mr. Meara has led multiple consulting engagements including several proprietary research projects involving financial services hardware, software and the impact of self-service on branch banking. Before joining Celent, Mr. Meara was the director of product marketing at Alogent. In this role, he positioned and launched a series of Check 21 payments solutions. Prior to Alogent, Mr. Meara has also held positions in marketing and brand management at Stonebridge Technologies, Telemate.net Software, BellSouth, Hayes Corporation, and Procter & Gamble in addition to being a commissioned naval officer.
Karen Monks


Karen Monks is an Analyst in Celent's insurance practice and is based in Richmond, Virginia. She brings a broad range of insurance and consulting experience to her work as she has worked as a management consultant to and within insurance carriers and other financial services companies for over 15 years. Ms. Monks’ research concentrates on life insurance technology and trends. A few of the reports she has written concentrated on new business and underwriting, mobile technology, and policy administration systems. She has been the coauthor of the past two Celent North American Insurance software deal trends reports. Recent consulting projects include a marketing and distribution management systems review and several small life insurance technology analyses. Ms. Monks’ research has been featured in Insurance & Technology, Insurance Networking News, and Technology Decisions.  Prior to joining Celent, Ms Monks was a financial analyst for a small Richmond, VA financial valuation firm.
Tom  Poole
Managing Vice President
Enterprise Mobile and Social Media

Capital One
  Tom Poole is the Managing Vice President for Enterprise Mobile and Social Media at Capital One. In this role, he is responsible for developing Capital One’s mobile banking and payments strategy, building and delivering great mobile banking products, expanding Capital One¹s social media programs, and improving Capital One’s social customer service. Prior to his current role, Mr. Poole led various digital efforts across Capital One including a rebuild of the rewards website experience, programs to increase customer engagement in digital channels, and the creation of new features to improve the digital customer experience. Prior to Capital One, he worked as a software engineer for Accenture, with projects spanning a diverse set of industries including telecommunications and hospitality.

Kim Summerrow
Senior Vice President
Core Retail Innovation

Bank of America
  Kim Summerrow leads the Core Retail Innovation team at Bank of America.  She is responsible for bringing innovative ideas to life for all retail products leveraging all channels with expertise in debit and credit card products.  Ms. Summerrow’s team is responsible for many innovative capabilities that enable customers to bank when they want, where they want including Remote Deposit Online, Mobile Remote Deposit, Better Balance Rewards Card and Financial Management initiatives.


Bonnie Wasgatt
Vice President
Jackson National Life Insurance Company
  Bonnie Wasgatt is a Vice President of Jackson National Life Insurance Company (Jackson), the U.S. subsidiary of London-based Prudential plc. Ms. Wasgatt is responsible for developing a strategic roadmap for technology efficiencies and improving business processes through technology advancement. Ms. Wasgatt joined Jackson in October 2012 after serving as president of DST Insurance Solutions. Prior to DST, she spent seven years as a Senior Vice President of Swiss Re’s Global Admin Re team, integrating acquired life and annuity companies and lines of business. Prior to Swiss Re, Ms. Wasgatt served as Executive Vice President of the Computer Science Corporation outsourcing arm. Through these roles, she has gained extensive knowledge about insurance IT, operational efficiency and business conversion and transformation best practices.

Craig Weber
  Craig Weber is the Chief Executive Officer and is responsible for Celent’s global insurance practice and is based in Helotes Texas.  In this position, he leads a team of associates spread across North America, Europe, and Asia.  Mr. Weber has been a management consultant and analyst for over 22 years, with the majority of his experience coming from various positions within the insurance industry. He has advised dozens of insurers and vendors on IT and business strategies. Mr. Weber is frequently featured as a speaker at industry events, addressing diverse topics such as core systems modernization, innovation, and creative disruption. Mr. Weber’s comments on insurance and technology topics have appeared in USA Today, The Chicago Tribune, AP Newswire, Best’s Review, Business Insurance, and Technology Decisions, and he recently appeared on CNBC’s On the Money. He has written numerous columns for publications such as Insurance Networking & Data Management and Insurance & Technology.
Mike Young
Vice President
Banking Product
Team Manager

  Mike Young has spent the past two decades in the financial services industry and during that time, spent over 15 years in product management. He first entered product management while working for Merrill Lynch where he served as the mortgage product manager for over eight years. The past seven years Mr. Young has been at EverBank where he currently serves as the team leader of the banking product management group which includes retail and business banking products and online and mobile banking services.  



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