Pre-Conference Webshops

New this year! As an added value, financial services executives that register for BAI Retail Delivery will receive a complimentary registration for four exclusive webshops that will run in September and October as part of the BAI Retail Delivery agenda. Join industry experts and peers for interactive online sessions with polling and Q&A. You don't have to leave your desk and your whole office can participate.

Please note:

In order to receive the complimentary webshops, you must be fully paid for the conference five days prior to the date of the webshop that you would like to attend.

These sessions are delivered via Internet. As such, there will be no telephone dial in number, just a hyperlink to participate in the session. To hear the presenters, you will need to have speakers for your computer. If you do not have computer speakers, an archived version will be available for download after the live session.

Process Changes Improve Sales & Service in Challenging Times
Jane Barringer, Group Vice President - STI Retail Line of Business, SunTrust Banks N.A.
Richard Carey, Executive Vice President, Retail Banking, Umpqua Bank
Mary Ellen Carney, Senior Vice President, Customer Solutions, US Bank
Darryl M. Demos, General Manager, Enterprise Solutions, Verint Witness Actionable Solutions

Registration is now closed

September 17, 2008
1:00 p.m. - 2:30 p.m. CST

As financial services companies look to acquire and retain customers, sales and service plays a critical role. But, given the current environment, how can organizations deliver the premium customer service that the market demands in the most cost effective way? This session will explore how some banks are using process changes to improve sales and customer service.

Key Mistakes Banks Make Serving Small Businesses…and How to Avoid Them!
Christine Barry, Research Director, Aite Group

Registration is now closed

September 30, 2008
1:00 p.m. - 2:00 p.m. CST

In just a few years, small business customers have shifted from having a low level of importance to being a highly sought after segment in the eyes of financial institutions. Despite some progress, a disconnect continues to exist between what small businesses want and what their banks are offering them. This interactive session will look at the progress financial institutions are making at better understanding this customer segment and identifies some of the products and services small businesses would be willing to use if only their financial institutions would offer them! You'll also hear critical survey data from 303 US small businesses, as well as surveys of 16 of the top 30 banks, 207 community banks and 200 credit unions.

Future Bank Retailing Strategies: The Implications of Online Channels
Chris Skinner, CEO, Balatro, Ltd.

Registration is now closed

October 7, 2008
11:00 a.m. - 12:00 p.m. CST

Social networking, wikis, mashups, podcasting ... the world of banking is being challenged by the speed of technology change. What used to be determined by banks, corporations and governments, is now being determined by consumers, the young and society. Just look at Facebook, MySpace, YouTube, Flickr and other Web 2.0 sites. Technology is being driven by consumers and has become both fashionable and irrelevant. The irrelevance lies in the rapid obsolescence of technology. You can no longer guarantee that where you invest today will even exist tomorrow. For example, the iPod is iconic but is only five years old and has already converged with the mobile telephone to become the iPhone. In other words, something we accept as major innovation has a very short shelf life.

Big Winners and Losers in Payments: Where is Your Institution Headed?
David Luther, Vice President Solution Management, Unisys Corporation
Aaron F. McPherson, Research Director, Payments, Financial Insights, an IDC Company

Registration is now closed

October 22, 2008
1:00 p.m. - 2:00 p.m. CST

Financial services companies must face some key technology challenges head on to become payments winners. They must look for ways to modernize their internal infrastructure to work for them instead of against them, enabling them to quickly develop new, competitive services. To achieve this goal, financial services institutions must:

• Collaborate with non-bank payments providers to achieve scale and innovation
• Invest in payments business intelligence and remittance data integration
• Employ Service Oriented Architecture
• Make investments in regulatory compliance
• Consider smart sourcing options

Hear insights and research that will help financial services executives identify, evaluate and take advantage of these opportunities.