Technology & Community Banking - Your Bank of the Future
Technologies that could change your business!
Join your colleagues and our expert speakers to see how community bankers can use technology to give their customers the products and services they not only want, but will soon demand, without breaking the bank!
Presented in partnership with West Monroe Partners.
This session will be unlike our prior seminars, in that to help get you more comfortable with these new technologies you will have a chance to try all of them out! Our goal is to allow you at least as much "hands on" time to use the products as to just hear about them. All of the organizations taking part in the program are actively involved with community banks, helping them more effectively and economically compete with their larger brethren using technology.
Please join us for what we believe will be not only an enlightening experience, but enjoyable as well. And the cost is just $195 for all bankers, including breakfast, lunch and parking!
Agenda
The session will run from 8:00 a.m. to 4:00 p.m., with breakfast and registration beginning at 7:00 a.m. and lunch at 12:30 p.m.
8:00 – 8:15
Welcome/Agenda/Introductions
8:15 – 9:15
The Bank of the Future - The Bank of the Future concept allows midsized and community banks to collaborate and share information in real time to better serve their customers, while reducing overall IT expense. West Monroe Partners will give you a look at their Bank of the Future concept that enables functionality previously unavailable to midsized and community banks, specifically:
- How executives and managers can get personalized, customized access to operational metrics, scorecards, dashboards and KPI’s across the bank’s data streams including growth, profitability, cost, and risk management.
- How to facilitate real-time communications with customers, prospects, and staff where product specialists can be located in any of the bank’s branches and still allow face-to-face communications with customers.
- A live demo setting utilizing multiple technologies in a seamless environment
9:15- 9:45
Gallery Walk #1 - This is your first opportunity to take a look at, and try out of you wish, some of the great products and solutions on display.
9:45 – 10:45
Vendor Presentations and Introductory Demos - Morning Edition
- Business Intelligence for Banking - SwiftKnowledge - We leveraged our powerful, patented software – which is already optimized for non-technical users – to create a comprehensive, integrated business intelligence (BI) solution that has revolutionized the banking market with its proactive, effective management of key performance indicators such as risk, cash and growth – SwiftKnowledge for Banking. With SwiftKnowledge for Banking, you can become more informed and proactive, able to predict or curtail the future challenges your bank may face.
- Solutions for Retail Banking - Adobe
- Simplify online account selection and enrollment with Adobe’s Account Selection and Enrollment solution to provide a guided selling experience based on customer lifestyle, current context, and portfolio
- Transform static, one-way communications into interactive, two-way conversations that maximize the value of every interaction using Adobe’s Customer Communications solution
- Boost customer loyalty with retail banking customers across business-critical digital channels using Adobe's Web Experience Management solution
- Maximize the value and impact of your institution’s online presence and drive online customer conversion using the robust
- Disaster Recovery - IT Lifeline - Using the IT-Lifeline solution set you fulfill your responsibility to customers and stakeholders by preparing your organization to overcome business disruption while achieving process efficiencies and avoiding costs. You perfect an effective, regulation-compliant business continuation strategy—including planning, data protection and system backup and recovery and simultaneously—and free IT staff to perform work that adds value to your business.
10:45 - 11:45
Gallery Walk #2 - Take the next hour to look at, and try out, some of the great products on display that could help your bank generate more revenue or perhaps reduce costs.
11:45- 12:30
Keynote Speaker:
- Jesse Torres, President & CEO, Pan American Bank - Jesse will discuss strategies that community banks can use to successfully harness technology, no matter what size they are.
12:30 – 1:15
LUNCH
1:15 – 2:00
Vendor Presentations and Introductory Demos - Afternoon Edition
- Online & Mobile Banking Solutions - Q2ebanking - As the marketplace evolves at a rapid pace, you’re up against national banks offering state-of-the-art products and services right in your own backyard. It’s imperative you keep up with the growing demand for electronic banking services to compete... or even survive. Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online, voice and mobile banking services from a single application — and compete with the best that the national banks can offer.
- Wealth Management Solutions - Salesforce.com - Built in close collaboration with leading wealth management firms, Salesforce for Wealth Management frees financial professionals from the shackles of outdated technologies. Whether they’re just building their books of business or already managing significant assets, financial advisors want to maximize the time they spend with clients and prospects. Salesforce for Wealth Management is a complete solution with all the features financial professionals need to become trusted advisors to their clients
2:00 - 3:00
Gallery Walk #3 - One last chance to look at, and try out, some of the great products on display that could help better compete in today's and tomorrow's marketplace
3:00 - 3:45
Into The Cloud - While many aspects of our online lives (email, media consumption, ecommerce) have moved “into the cloud,” many financial services organizations have been slow to follow suit. Join us for a panel discussion, led by Jerin May, Technology Services Practice Lead at West Monroe Partners, to discuss the benefits and risks – perceived and real - of moving your bank into the cloud. Representatives from each of our presenters will be on hand to discuss how the cloud can help your bank become more competitive
3:45 - 4:00
Closing Remarks/Q&A
Audience
All senior bank officers, in particular CEOs, CIOs, CFO's, COOs, CMOs, Chief Compliance & Risk Officers involved in setting and implementing their institutions’ strategy, and bank directors.
Scheduled Speakers
Speakers from the following companies will be joining us:
- West Monroe Partners LLC
- Tom Bolger – Managing Director, Banking Practice
- Jerin May – Technology Services Practice Lead
- John Stockamp – Sr. Manager, Banking
Registration Fees
Regular Registration
CBA Member: $195
Non-Member: $195
Group Pricing is also available. See the FAQ tab.
Location Information
Thursday, November 17, 2011
Hyatt Regency Newport Beach
1107 Jamboree Road
Newport Beach, CA 92660
(949) 729-1234.
CBA has negotiated a special room rate of $165 a night! For room reservations, please call hotel reservations by November 7, at 888-421-1442, and refer to the California Bankers Association.
CBA will also host self parking and overnight parking if you stay at the hotel.
Frequently Asked Questions
Q: Is group pricing available?
A: Yes, if you have three (3) people attending from your organzation the fourth is free. Please register via FAX only, and note that you are part of a group on the registration form.
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