NetFinance Interactive 2016 (past event)
November 29 - December 01, 2016
Contact Us: 1 (888) 482.6012
Innovation Day
08:00 - 08:30 Continental Breakfast & Registration
08:30 - 08:40 Welcome Remarks
08:40 - 08:55 Chairperson’s Opening Address
08:55 - 09:15 Fireside Chat: Navigating the Internet of Things: Evaluating What is Worth the Investment
Wearables, bitcoin, finger-print ID…the list of new fintech in the industry grows longer and longer every day. But deciding what to invest in and what to pass on is key to building a transformative but realistic digital strategy.
• Understanding what new tech is available to you
• Determining what is worth investing in
• Navigating new trends to avoid wasted resources
• Understanding what new tech is available to you
• Determining what is worth investing in
• Navigating new trends to avoid wasted resources
09:15 - 09:35 Keynote: From ATMs to Apps: Executing Transformation Across All Channels
As 2016 comes to a close, it is clear that your customers want one thing: the same experience across channels. So how do you execute a transformative change across multiple channels?
• Creating standards around content
• Onboarding your colleagues to promote change
• Building a strategy for which channels to invest in first
• Creating standards around content
• Onboarding your colleagues to promote change
• Building a strategy for which channels to invest in first
09:35 - 09:55 Keynote: Humanizing the Customer Experience in a Digital World
09:55 - 10:35 Panel: Looking at Organizational Structures: Are You Taking an Integrated or Siloed Approach?
As the innovation function continues to develop, it needs to find a home within your larger structure. For some, that’s the innovation lab, for others, it’s a hybrid with CX or digital. Determining where innovation fits into your organization helps define it, and gives it a larger voice across your leadership team.
• Should you have a dedicated innovation lab?
• Within your org structure, who does innovation report to?
• What does it look like when each digital function has it’s own innovation team?
• Should you have a dedicated innovation lab?
• Within your org structure, who does innovation report to?
• What does it look like when each digital function has it’s own innovation team?
10:35 - 11:15 Morning Refreshment & Networking Break
11:15 - 11:35 Keynote: What Is Innovation? Defining Innovation in the Financial Services Industry
The term innovation has been tossed around quite a bit over the past few years. If your organization isn’t doing it, you’re already behind the times. But what exactly is innovation?
• Understanding what innovation should mean to your business
• Determining whether it is a strategy, a culture, a function, or a project
• Looking at where to focus your innovation
• Understanding what innovation should mean to your business
• Determining whether it is a strategy, a culture, a function, or a project
• Looking at where to focus your innovation
11:35 - 11:55 Case Study: Executive Presentation
11:55 - 12:35 Panel: Build It or Buy It? When to Invest and When to Keep It In-House
In some cases it can be easier and better to buy the new initiative you are looking for, rather than building it from scratch in-house. While in other cases that can be entirely disastrous. To achieve innovation, which way should you go?
• How do you find and source potential startup to integrate?
• Which startups are worth the investment and longevity?
• How to build a digital initiative from scratch that maintains the “startup” flexibility
Western Asset Management
US Bank
• How do you find and source potential startup to integrate?
• Which startups are worth the investment and longevity?
• How to build a digital initiative from scratch that maintains the “startup” flexibility
Veronica Ta
ExecutiveWestern Asset Management
Chris Ervasti
AVP, Marketing Manager, Video Strategy & ContentUS Bank
12:35 - 12:45 Innovation Spotlight: Executive Presentation
12:45 - 13:45 Networking Lunch
13:45 - 14:15 Case Study Revolution: Building an In-Store Experience that Integrates Digital to Maximize the Overall Customer Experience
14:15 - 14:45 Case Study Revolution: Using Voice of Customer to Continually Improve your Digital Service Offerings
• what voice of customer exists in your organization today
• how can you bring all customer feedback into once consolidate view and prioritize what needs to be worked on next
• how to use this voice of customer data to drive continuos enhancement of your online banking and mobile/tablet experiences
14:45 - 14:55 Innovation Spotlight
Oracle
14:55 - 15:35 Panel: Who Owns What? Determining Where Your Customer Data Should Live and How It Should Be Relayed Across Channels
Developing a strategy to capture and disseminate data across your channels is key to building loyalty and experience. Customers don’t like having to input their information twice! Build a strategy to interpret your customer data and create a seamless customer experience that increases engagement.
• How do you most effectively translate data from one channel to another?
• Who is responsible for which portions of data?
• How do you extract all customer data effectively.
• How do you most effectively translate data from one channel to another?
• Who is responsible for which portions of data?
• How do you extract all customer data effectively.
15:35 - 16:30 Afternoon Refreshment & Networking Break
16:30 - 17:25 Collaborative Roundtable Discussions
This is your opportunity to break into small groups and brainstorm with your peers on specific topics around innovation, mobile, payments, wearables and all future tech in Financial Services. Please choose two discussions for 30 minutes each.
1. Les Matthews, SVP, Business Development and Account Management, Mastercard
1. Les Matthews, SVP, Business Development and Account Management, Mastercard
2. Asmara Mirza, Senior Manager, Omnichannel Planning & Capability Management, TD Bank
3. Marria Rhodriquez, AVP, Digital Product Manager, Wells Fargo
4. Courtney Fischbach, VP, Social Media, Legg Mason Global Asset Management
5. Ryan Miller, Head of Digital Innovation, Bank of the West
6. Amy Judd, GVP, Digital Innovation, SunTrust
7. John Robertson, Senior Director, Frontline Tech Strategy, CIBC
17:25 - 18:45 California Cocktail Reception
The best way to kick off the conference is with some California cocktails with your fellow attendees! Help us celebrate with a variety of mixologist-created drinks and some tastes of the Golden State. What more could you ask for?