Technology for Business Summit

With a dual focus of increased revenue and decreased costs, it is imperative that retail bankers learn how to use new and legacy technologies to build business profitability and drive results. The Technology for Business Summit will cover the topics that offer you the best opportunity to impact bottom and top line revenue and expenses. Topics to be covered include: 

  • Using technology for speed to market
  • Easing the burden of compliance through technology 
  • Mobile wallet 
  • Next generation of social media
  • Delivering personalized customer experiences with technology
  • Next generation of self service
All events

Going Beyond the Mobile Wallet – The Power of Personalized Finance in a Mobile World

Thursday, October 13
2:15 PM - 3:15 PM

Neff Hudson, Assistant Vice President, Enterprise Member Experience, USAA
Eric Connors, Vice President, Products, Yodlee  

Financial institutions are looking to create value-added services that attract new customers and turn existing customers into more than loyalists – more like advocates. Meanwhile, personal financial management is proving to be increasing in popularity but we should all be preparing for what is next.  Personal financial management in the mobile wallet. USAA is an institution that has combined money movement with mobile rewards and personal financial management to create an engaging consumer experience that demonstrates how rapidly it's all converging - and how we can create real, measurable customer value…today.  Join this session to hear insights from one institution’s integration of personal finance and mobility.  

  • Hear new research on the role of mobile devices and tablets in customer engagement and why it’s not a Gen Y phenomenon
  • Gain insight into USAA’s strategy and approach on using mobile as a unique and powerful channel adhering to its requirements and demands
  • Understand how to measure the impact of customer engagement in an anywhere, any-time, on-demand banking world