Celent Banking Event: Fifth Annual Banking Innovation & Insight Day

Charlotte, North Carolina
Wednesday, June 13, 2012

Program

8:15 a.m.   Registration and Networking Breakfast 
     
9:15 a.m.   Welcome Address
Bart Narter, Senior Vice President, Banking, Celent

The financial services industry is ripe for change and innovation. Some of this change is being mandated by regulators. Other disruptions are coming from customer demands and requirements as new devices and technologies are introduced. This session will set the stage for the day by highlighting the shifts in the market.

     
9:30 a.m.   Tablet Mania: Banking Will Never be the Same
Moderator: Jacob Jegher, Senior Analyst, Banking, Celent

Panelists:
Jimmy Dinh, Senior Director, Mobile Banking Strategy and Planning, CIBC

Jeff Easley, Assistant Vice President, Deposits Product Management, USAA

Joe Jordan, Director of eChannels & Payment Solutions, StellarOne

iPad mania has swept the globe, but what does it mean for the banking industry?  This panel discussion will address the changing nature of digital banking, the importance of the tablet user experience, the role of PFM on a tablet, the convergence of online and mobile banking, and much more. Panelists will provide brief demos of their tablet applications and discuss what they have in store for customers.

     
10:45 a.m.    Networking Break
 
 

11:15 a.m.

  What's Next in Mobile Banking and Payments
Moderator: Bart Narter, Senior Vice President, Celent

Panelists:
Brian Pearce, Senior Vice President, Head of Retail Mobile Channel, Internet Services Group, Wells Fargo & Company 

Ginger Schmeltzer, Senior Vice President, Digital Channels, SunTrust Bank

Todd Schofield, Managing Director, SC Studios, Standard Chartered

Mobile banking is now mainstream. Mobile payments are emerging, and numerous vendors and technologies are vying for a piece of the pie. What are the next phases, and how will mobile benefit banks and their customers?  This panel discussion will focus on the next generation of mobile solutions.

     
12:30 p.m.   Networking Luncheon
     
1:45 p.m.   Model Bank Awards
Bob Meara, Senior Analyst, Banking, Celent

Each year Celent selects “model banks” from a large number of nominations and recognizes them for their effective use of technology. This year, Celent will recognize 21 banks in the areas of customer service, distribution, infrastructure, product development, security and risk management, and transaction processing.

     
2:15 p.m.   Model Bank Perspectives
Speakers: To be revealed

Celent has selected two Model Bank award winners to present their case studies. The first presenter has been a model for innovation in infrastructure and architecture. Small to midsize financial institutions are increasingly looking for ways to compete in an ever-more demanding market.  This financial institution, with support from its vendor’s development tools, has exemplified how a small player can drive application development.

The second institution is a flagship example of payment infrastructure optimization.  This financial institution invested in developing a simple, innovative, high end payment solution in the global transaction banking sector.  This bank has reduced development work by 40-70% in most cases, and has 100% of its online transactions verified while being straight-through processed.

     
2:45 p.m.   Networking Break
     
 3:15 p.m.   The Disruptors  

Introduction: Jacob Jegher, Senior Analyst, Celent

Presenters:

Antonio Benjamin, Chief Technology Officer, Managing Director, Citi Transaction Services and Citi Enterprise Payments

Scott McCormack, CEO, Social Money/SmartyPig


The pain points of banking are being challenged. Regulatory shifts, customer demands, technology advances, and shifting business models are throwing curve balls to financial institutions. New entrants have stormed the landscape in an effort to disrupt banking and payments. Most financial institutions are scrambling to keep up, a select few have joined or partnered with disruptors. This session will showcase the presentations of selected disruptors.

     
4:30 p.m.   Peer Networking: How to Find New Streams of Revenue in Retail Banking  

Bart Narter, Senior Vice President, Celent

Regulatory shifts and strained economies have created an extremely challenging retail banking environment. Discovering and extracting new streams of revenue, as well as cutting costs, will require creativity. This peer discussion will give participants a chance to exchange thoughts and ideas.

     
5:15 p.m.
  Closing Remarks
Bart Narter, Senior Vice President, Celent







 

 

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