Tuesday, November 18
Morning Half-Day Workshops | 8:30 a.m. - 11:30 a.m.

Generating Deposits: New Tactics for Success
Bill Hippensteel, Senior Vice President and Director of Product and Segment Management, Compass Bancshares, Inc.
Mary Beth Sullivan, Managing Partner, Capital Performance Group, LLC

Generating deposit growth offers both challenges and opportunities for financial services organizations. Join us for this practical workshop that will outline key sales and marketing strategies that your organization can implement to positively impact bottom-line results.

• Practical tactics to manage short-term issues, including re-pricing and attrition risks
• Successful strategies that target less price-sensitive and more deposit-rich segments
• Case studies that demonstrate how to leverage sales, marketing, and distribution resources in different ways to win deposit funds
• A toolkit to identify, measure and recommend deposit growth opportunities for your institution

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Mobile Financial Services - Fad or Trend?
Pat Reetz, Vice President, Director of Online Banking, Marshall & Ilsley Corporation
Virginia Garcia, Senior Research Director - Cross Industries, TowerGroup
Lisa Stanton, Chief Executive Officer, Monitise Americas, LLC
Steven Atkinson, CTO and Co-Founder, Monitise plc

Some have doubted whether the United States will follow in the footsteps of Europe and Asia and embrace mobile financial services. However, the time is right for mobile financial services to succeed in the U.S. and the financial institutions that don't take mobile banking seriously will soon be left behind. In fact, Tower Group estimates that by 2012 more than 40 million US consumers will be using mobile banking. Join this discussion to learn how you can gain your share of this market and leverage it to boost customer profitability.

• Industry research on the current and future industry outlook for mobile financial services
• Additional revenue opportunities for financial institutions through mobile financial services
• An understanding of how your organization can quickly and easily integrate mobile financial services into its current offering

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Leveraging Scorecards and Dashboards to Turn Strategy into Action
Brett Knowles, Founder, pm2

Hear best practices and case study examples around capturing and communicating strategic intent, measuring and managing strategic success, and linking that to the processes and projects that underpin strategic objectives.

• Capturing strategic intent
• Measuring performance
• Linking to processes and projects, as well as accountability
• Learn five key steps to achieve success in executing strategy

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Strategies for Designing Meaningful Brand Experiences
Jeffrey Van De Velde, Senior Vice President, Sr. Customer Experience Strategist, Wachovia Corporation
Dave Norton, Principal, Stone Mantel

Creating meaningful customer experiences will result in long-term brand value, which positively impacts customer loyalty and profitability. As your organization looks to create value in today's cluttered, saturated, and price-driven marketplace, learn how brand strategy and product innovation go hand-in-hand to meet the need for meaningful brand experiences.

• How to develop brand truth
• How to become a more strategic thinker about branding, experience design, and value creation
• How to develop your brand experience platform to tie branding to innovation and customer experience
• How to identify the jobs to get done for customers
• Insights from a syndicated study: "Capturing deposits without giving away the bank."

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Streamlining Branch Delivery Processes for Maximum Return
Robert Cooper, Managing Director, Product Strategy, RBC Bank
Colin Dinn, Regional Director, Fidelity National Information Systems, Inc.

You regularly invest in new tools and technologies to meet the demands of your customers and better position your institution in an ever competitive environment. But how often do you evaluate the efficiency—or fat—in your sales and service delivery processes?

• Define the scope to identify what processes will have the biggest impact when streamlined
• Build the business case to demonstrate where and how you can achieve your ROI goals
• Develop the implementation plan, including what best practices should be incorporated to ensure an efficient, well-run implementation phase
• Realize the results to your bottom line to determine what improvements you can expect within the first 90 days, six months, one year and beyond

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