Future Digital Finance 2025

2025

TBD

NetFinance Webinar Series

Net Finance Webinar Series

NetFinance Mobile Series Webinar Part V

Mobility And Mortgage: Engaging Customers And Increasing Satisfaction Via Mobile

This session will cover:

  • The mobile capabilities related to mortgage that financial institutions are currently offering
  • Where the possibilities lie for this sector of the industry
  • How customers are reacting to these capabilities
  • How these services are being marketed
  • Plus much more!

Panelists Include:

  • Peter Poon, Senior Product Manager, Mobile, BMO
  • Rich Smith, CMO, Ditech
  • Amy Judd, Group VP, Online Channel Manager, SunTrust Banks
  • Matt Krogstad, Head of Mobile Banking and Payments, Bank of the West
  • Bruce Orcutt, Senior Director Product Marketing, Kofax

Key Knowledge Partner: Kofax

From Crawl to Run: Using Data and Analytics to Drive Omni-Channel Marketing

From Crawl to Run: Using Data and Analytics to Drive Omni-Channel Marketing

The tsunami of data is changing the practice of marketing across the financial services industry. Marketers crave the benefits of Omni-Channel to better reach and serve their customers but often lack the analytics and integrated tools to make it work effectively.

This session will dive into how to:

  • Pair internal data assets with external market intelligence
  • Drive decisions to create a complete, real-time portrait of their prospects and customers
  • Enable a personalized dialogue across all marketing touch-points
  • Measure results in real-time across channels

Panelists Include:

  • Bob Meara, Senior Analyst, Banking, Celent
  • Christianne Moretti, Senior Product Manager, Mobile Banking, Online Channel, TD Bank
  • Alex Jimenez, Senior Vice President and Director, Digital Channel Management, Rockland Trust
  • Andrei Utkin, Director of Professional Services, Neustar

Key Knowledge Partner: NeuStar

Pushing The Omni-Channel Agenda: Establish A Core Set Of Capabilities To Provide A Consistent Cross-Channel Customer Experience

Michal Panowicz, Managing Director, Marketing & Business Development, mBank

This session will cover:

  • How to create common objectives and organization goals
  • How to effectively deliver content and render experiences better, faster and across channels
  • Cross-Channel Marketing – not just the ability to market across multiple channels, but ensure that message is relevant and consistent
  • Unifying Data Sources: Find out how organizations are measuring across channels how they are combining data
  • Find out what your customers expect and want with privacy in the next 5-10 years

Key Knowledge Partner: Adobe

NetFinance Mobile Series Webinar Part I

NetFinance Mobile Series Webinar Part II

Evolving Your Mobile Strategy: Transactional To Experience & Information Based

In this webinar hear from some of the industry’s top experts on how to:

  • Convert those passive digital adopters into active digital customers and drive engagement helping your customers make better financial decisions.
  • Increase cross-sell conversion rates that result in higher revenues and larger ‘share of wallet’.
  • Decrease service costs with a customer experience that promotes your self-service options.
  • Go beyond segmentation to create highly personalized customer engagements.

Key Knowledge Partner: Personetics

NetFinance Mobile Series Webinar Part III

Benefits & Challenges Of Implementing Responsive Design To Create Consistency Across Multiple Platforms

This webinar will address the key topics on the mind of any financial institution interested in a move to responsive design:

  • The tradeoffs in launching channel-specific sites versus a responsive solution
  • Different choices drive different needs from the teams running the day-to-day business
  • Understanding the data and new challenges responsive design introduces
  • Touchpoint consistency beyond the digital channels

Download The Enterprise App Strategy and Responsive Delivery Whitepaper

Download The Responsive Delivery Whitepaper

Key Knowledge Partner: Moovweb

NetFinance Mobile Series Webinar Part IV

Understanding The New Consumer Journey To Design Your Touch Points & Create A Consistent Experience Across All Channels

This session will cover:

  • Requirements for companies meeting the needs of consumers in all channels
  • Using the right data to determine how customers are interacting across mobile, social, display, email and the web to drive incremental sales
  • Feeding this knowledge back into systems, processes, programs, policies, initiatives and procedures to strengthen your focus on the customer experience
  • Getting to grips with the way customers will interact with financial services in 2014 and what you can do to prepare for this moving forward
  • Four screen: How are Financial Institutions creating a great experience across mobile, tablet, TV and online?