Welcome to Financial Technology Insight - Harvard Club - Harvard Hall
10/1/2009 8:20:00 AM
Speakers:
Dave Potterton
Global VP Research
IDC Financial Insights
Bill Sell
Vice President & General Manager
Life Sciences Technology Insight
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Preparing for the Recovery: A Financial Insights Perspective
10/1/2009 8:30:00 AM
In this Keynote, Dave Potterton will set the stage for the rest of the conference by discussing current economic trends and the impact on IT within the financial services industry focusing on the 4 key themes of Cost Reduction, the impact of M&A, Risk Management, and Client Acquisition and Retention. Within this presentation Dave will present current IT forecasts, technology winners and the implications for financial institutions and vendors.
Speakers:
Dave Potterton
Global VP Research
IDC Financial Insights
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Bank on IT: Cost Reduction and Process Improvement for Today's Banking Operations
10/1/2009 8:50:00 AM
As financial institutions exit the financial crisis, there is renewed focus on reducing costs - whether by improving processes, increasing automation, or outsourcing operations. However, without a clear view of process roadblocks and realistic expectations about future outcomes, it is difficult to effect change. Panelists will provide insight into current practices, proven approaches, and prospects for 2010.
Speakers:
Dave Potterton
Global VP Research
IDC Financial Insights
Balaji Yellavalli
Assoc. VP & Client Relationship Head - US Banking
Infosys Technologies Limited
Charles Chu
Director, Worldwide Enterprise Modernization Sales
IBM Software Group
Gabriel Antonio Marao
Brazil IT Finance Coordinator Consultant to Softex
ITS - Instituto de Tecnologia de Software
Mike Gabbert
Financial Services Industry Director
Lexmark International
Ray Strecker
Global Consulting Practice
Tata Consultancy Services
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World Premier Keynote - Infosys - The Recipe for Recovery: Prominent Trends in Our Industry
10/1/2009 9:20:00 AM
As the economy begins to recover and the Banking industry rebuilds, various trends have begun to emerge signaling recovery and a first glimpse of a restructured banking industry. In the keynote, we will examine the emerging trends in Core Banking, Payments, Risk Management & Compliance, Wealth Management, and Securities Trading & Brokerage and provide actionable responses to each trend.
Speakers:
Balaji Yellavalli
Assoc. VP & Client Relationship Head - US Banking
Infosys Technologies Limited
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Vendor Presented Boardroom Style Case Studies
10/1/2009 10:05:00 AM
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Take Control of Your Destiny - How Associated Bank Transformed from a Follower to a Technology Leader presented by Associated Banc Corp
10/1/2009 12:45:00 PM
In this presentation, Mark Quinlan, EVP/CTO, Associated Banc-Corp will share "What We Did, Why We Did It and Why We Were Successful"
Speakers:
Mark Quinlan
EVP - CIO
Associated Banc-Corp
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IT Execs - Plodding Ahead in 2010
10/1/2009 1:15:00 PM
Each summer Financial Insights surveys IT executives regarding current initiatives, projects being planned, and spending trends. 2009 has been a year of near paralysis with strategic IT projects. We will review what executives are expecting in 2010 and provide analysis of what that means to both banks and the vendors who serve them.
Speakers:
Jeanne Capachin
Research VP, Global Banking and Insurance Practice
IDC Financial Insights
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Customer Acquisition and Retention Panel
10/1/2009 1:35:00 PM
Customers, both corporate and consumer, are no longer loyal to their financial service providers. Relationships have been shaken up, and institutions have an opportunity now to cement relationships with existing clients and attract new ones. To do this, institutions are investing in customer facing application to improve the "face" they present to their clients, they are investing in analytics to understand the changes that are occurring in their customer base and determine which customers they should be attracting, and they are empowering their staff to better serve customers. Panelists will discuss proven approaches and provide some insight into market dynamics.
Speakers:
Jeanne Capachin
Research VP, Global Banking and Insurance Practice
IDC Financial Insights
Mark Sievewright
Senior Vice President, Strategic Marketing
Fiserv
Peter Gordon
Partner
Virtual Banking Systems
Sam Kilmer
Vice President, Market Development
Harland Financial Solutions
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Vendor Presented Boardroom-Style Case Studies
10/1/2009 2:20:00 PM
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World Premier Keynote - IBM: Sailing in Rough Seas - Enterprise Modernization and Core Banking
10/1/2009 4:00:00 PM
In this keynote presentation, Scott will address the current challenges in core banking systems and how banks are responding. The presentation will look at the alternatives for core system modernization and discuss the experiences of IBM's Banking Center of Excellence in helping worldwide banks to renovate/transform their current core systems. Lastly, Scott will discuss some of the leading practices in this area and recommendations in how to get started with a core system modernization project.
Speakers:
Scott Simmons
Chief Solutions Architect, IBM Banking Center
Banking Center of Excellence
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Vendor Presented Boardroom Style Case Studies
10/1/2009 4:40:00 PM
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Exploring Integration of Risk and Technology
10/2/2009 8:40:00 AM
Traditionally within the financial services industry, banks in particular, risk management occupied one silo and technology another. In many cases risk was a function of finance or managed at the business unit level. As we move through the remainder of the recession into a growth environment a substantial level of risk aversion will pervade financial services. Lending practices, regulatory oversight and technology investments will be met with greater levels of risk analysis and oversight than ever before. To enable technologists to consider issues of how various types of risk impact a technology projects ability to add economic value to the organization this session will cover risks facing technologists today, the financial valuation of technology projects and demonstrate the value of creating hedges against negative project valuations not with financial derivatives but through practical enterprise risk management processes.
Speakers:
Dana Wiklund
Research Director, Risk Management
IDC Financial Insights
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Risk Management & Technology Panel
10/2/2009 9:00:00 AM
Lapses in risk management were certainly part of the equation that led to the financial crisis, and institutions are learning form their individual and collective mistakes. Enterprise risk management is the holy grail that institutions are pursuing, but it as an evolving concept, and as products and economic conditions change, so must risk management practices. In this panel the role of technology in supporting effective risk management practices will be discussed.
Speakers:
Dana Wiklund
Research Director, Risk Management
IDC Financial Insights
Sreedhar Ekbote
Client Relationship Manager
Infosys Technologies Ltd.
Jim Porell
IBM Distinguished Engineer, System z Bus. Devel.
IBM Systems Group
John Ramsey
Director Product Management
Fiserv
Zach McCoy
Senior VP, Operations & Business Development
Kaplan Compliance Solutions
Andy Greenawalt
CEO & Founder
Continuity Engine
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Vendor Presented Boardroom-Style Case Studies
10/2/2009 10:05:00 AM
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Social Networking in the Banking Community
10/2/2009 12:45:00 PM
Social media is not just for startups in Silicon Valley with funny names that you can't spell. Social media is becoming a pillar of many large corporations' marketing, communications and customer service strategies and initiatives. Are you having difficulties understanding exactly how tools such as Twitter, Facebook, and LinkedIn can help your organization? Come join Justin Levy of New Marketing Labs to learn how some corporations have successfully woven social media into their cultural fabric that has led to changes in sentiment, increased customer service ratings, and growth spikes in sales.
Speakers:
Justin Levy
Director of Business Development
New Marketing Labs
Marc DeCastro
Research Manager, Consumer Banking and Credit
IDC / Financial Insights
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