Day 1

City National Bank is a niche player. The clients they serve are high networth. They are known as ‘The bank to the stars.’ One of their largest areas of focus is innovation and working with start-ups to disrupt banking & their client experience.

Vince Hruska, their SVP, has looked at over 200 start-ups through this process. On average, 1 in 8 pans into something. The focus has been across the gambit of payments, big data, security & new card concepts (how do you bridge between physical card and digital wallet). The goal has been to find out where the next great product going to come from and who to work with.

Attend this session to be at the forefront of innovation & find out what Vince Hruska believes is going to be the next great product offering.

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Customers are carrying mobile devices with them everywhere, every day. How do we as financial services providers take advantage of the new ubiquitous connectivity to deliver truly unique and compelling experiences? Wells Fargo is using a “Practical Innovation” approach to rapidly try out experiences and look for new ways to help customers manage their finances. Brian M. Pearce, Senior Vice President at Wells Fargo’s Digital Channels Group will discuss Well’s Innovation Agenda and highlight new use cases involving digital branches, connected cars and seamless authentication.

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As banking becomes more digitized, it can be difficult to prioritize the customer experience. Citi is setting itself apart by incorporating customer feedback directly into refining existing services and launching new offerings across its global customer base. While innovation is traditionally thought of as the introduction of a new product or technology in the marketplace, it is crucial to continually improve existing offerings to make customer transactions as seamless and responsive as possible. Both kinds of innovation occur simultaneously.

Rick Paster, Senior Vice President at Citi’s Global Consumer Marketing & Internet Office (GCMIO) will discuss Citi’s recent digital upgrades and launches, as well as how the bank innovates on foundational functionality.

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Thinking API First Vs. Mobile First

• The failings of digital banking today
• Designing for customers
• Platforming for the future of tomorrow; Mobile First vs. API First
• Thinking beyond banking
• Leveraging data and respecting the privilege
• Building a digital business, not just digitizing your existing business

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• Wearable technology will have a profound impact on how professionals and consumers interact with machines in the future. But how? And when?
• While the exact answers are unclear, the process and benefits of innovation are clearer and can provide benefits beyond any current deliverable
• What are the elements for successful innovation and what role can wearables play in invigorating teams to think and act differently?
• Catch a glimpse into how MetLife is innovating and what the future could look like using the latest technology

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• Wearable technology will have a profound impact on how professionals and consumers interact with machines in the future. But how? And when?
• While the exact answers are unclear, the process and benefits of innovation are clearer and can provide benefits beyond any current deliverable
• What are the elements for successful innovation and what role can wearables play in invigorating teams to think and act differently?
• Catch a glimpse into how MetLife is innovating and what the future could look like using the latest technology

• Examining the role of innovation labs & how they can help you focus on bigger ticket items 2-3 years down the road
• Getting to grips with how start-ups can be incorporated into larger financial services
• Determining how you can set up organizationally to be more disruptive, even without an innovation lab
• Discovering systems, processes & technologies that you can use to iterate, build & move more efficiently as a financial services organization

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While other industries have been leveraging technology to innovate and disrupt, the broader financial services industry has been slow to shift paradigms and meet the needs and expectations of consumers. Credit Karma is leveraging data to market more efficiently, provide a pro-consumer user experience and to inspire trust in financial services.

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More than 90 percent of high net worth investors now use social media. That’s why today’s financial firms are dropping the canned content, trying more informal approaches and streamlining the approval process so their teams can create posts and tweets that actually resonate with their clients. That’s what gets you real ROI. But what about the other ROI? The Risk of Ignoring massively complicated compliance rules? In this session you’ll discover:

• the latest trends in social media marketing and selling for financial firms

• how to get your workforce up to speed on using new platforms -- in effective and compliant ways (is favoriting a tweet really an endorsement?)

• new approaches to connect with clients and earn real social media returns

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A behind the scenes exploration of the creation of POPSUGAR Insights, including how POPSUGAR helps brands understand consumer behavior, spot trends and create compelling original content via a mixture of original research, 1st party data and expert opinion.

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#1 D3 Banking Demo Presentation
Michael Carter, CMO, D3 Banking

#2 Mobile Account Opening: A Case Study
Eric Lindeen, Marketing Director, Zoot
Mobile account opening presents a host of challenges compared to other channels. This case study will review how to overcome some of the key risks associated with mobile with different types of data, services, and automation. We will share examples from successful bank implementations

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30 minute interactive discussions moderated by the set leader below the topic title. Pick one!

#1 Internet Of Things: What Impact Will This Have On Financial Services Firms? What Issues Will It Bring Up With Security? What Opportunities Does It Provide?
Jon Biskner, VP of IT, Nicolet National Bank

#2 Resources & Talent: Keeping Up With The Labor Intensive Nature Of Digital Including Training, Hiring, Resourcing, Product Development & More
Laurie Rush, VP Product Management and Marketing, MECU of Baltimore, Inc

#3 The Power of Integrated GeoMarketing
Lauren Crocetti, Account Director, Yext

#4 Inspirave Roundtable: Topic TBA
Om Kundu, CEO, Inspirave

#5 Using Social Business To Power Digital Transformation
How Enterprise Collaboration Platforms Can Serve As A Key Component In Managing Change And Improving Cross-Functional Efficiencies
Benjamin Bettenbender, Director, Internal Digital Communications, Prudential Financial

#6 Reimagining The Interface To Money
Creating Engaging Online Banking Experiences
Stephen Bowe, Head of Digital, Bank of New Zealand

#7 How Do You Start Innovating and Keep It Going Once You’ve Started?
Amir Weiss, Head of Global eBusiness, MetLife

#8 Topic TBD
Mohammed Abaalkheil, Head of MarCom Division, Bank Albilad

#9 Measuring the Impact of Digital Marketing on Sales
Justin Schuster, VP of Marketing, LiveRamp

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• Determining how to create personalized one on one interactions without having a physical location for clients to visit
• Social evolution- allowing clients to share information
o How can you allow clients to communicate with one another?
o How do you use social to better experience for clients?
• Guidance and advise continuum
o Where is it going long term?
Newer services?
• Understanding how advise, guidance and banking are merging together