Sept 15 - Sept 17, 2013
Fairmont Le Montreux Palace
Montreux, Switzerland
↓ Agenda Key
Visionary speaker presents to entire audience on key issues, challenges and business opportunities |
Panel moderated by Master of Ceremonies and headed by four executives discussing critical business topics | ||
Solution provider-led session giving high-level overview of opportunities |
End user-led session in boardroom style, focusing on best practices | ||
Interactive session led by a moderator, focused on industry issue |
Pre-determined, one-on-one interaction revolving around solutions of interest | ||
Discussion of business drivers within a particular industry area |
Moderator-led coverage of the latest industry research | ||
Several brief, pointed overviews of the newest solutions and services |
Overview of recent project successes and failures | ||
Informal discussions on pre-determined topics |
Unique activities at once relaxing, enjoyable and productive |
2:00pm
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5:30pm
4:30pm
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6:00pm
6:00pm
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7:00pm
7.00pm
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10.00pm
7:00am
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8:00am
8:15am
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9:00am
For years, financial services firms have operated within a multichannel distribution model and focused on driving out costs. But today - with both the environment and your customers evolving at unprecedented speed - business as usual in the branch isn't good enough. In this session, Cisco will share how technology solutions are enabling banks to not only manage cost, but also to improve revenue and enhance the overall customer experience. We'll address new ways to serve customers seamlessly across the channels (in the branch as well as online, contact center, ATM, and others). And we'll discuss strategies for keeping pace with expectations in an omnichannel world.
9:10am
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9:40am
When asked about their data management capabilities, financial services professionals point to a data model, bemoan the lack of data quality, and cite efforts to improve a legacy CIF file that functions as their "single version of truth.";
There's a better way. Noted consultant and author Jill Dyché will present a framework for a corporate data strategy that transcends the platforms and positions information as worthy of its own investment, including:
9:45am
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10:15am
Quantitative research has used data analytics for many years. Sentiment analysis is used widely in marketing and retail operations. As Big Data being leveraged to gain competitive advantage in these and many other areas, new opportunities to leverage tools and available data emerge in areas of Governance, Risk, and Compliance (GRC.)
This Think Tank will focus on how data analytics can inform, guide, and enhance GRC and help to deliver true Enterprise Risk Management.
Specific areas to be discussed include:
How analytics help to connect the dots and enable true enterprise end-to-end view of risk
How data analytics can reduce operational risk, regulatory exposure, and business cost
How data analytics brought emergence of new aspects of model risk – a word of caution
In this session, Ms. Meyer shares her distinctive insights and proven practices for building a culture of innovation, stimulating forward thinking, achieving results and improving overall business performance She highlights the critical capabilities of innovative people, teams and organizations, drawing upon the rich language of her Chinese heritage to illustrate each key concept. In addition, she mines her years as a senior corporate executive, relating real-life stories that demonstrate the power and effectiveness of her recommended techniques for advancing innovation.
10:20am
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11:00am
11:00am
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11:15am
11:20am
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11:50am
Market conditions and regulatory pressures are increasing the demand on Information Technology, however IT budgets are shrinking. CIOs are being faced with the challenges of doing more with less. While actions such as outsourcing, offshoring, and virtualization have helped in managing the IT economic pressures, more can be done by managing more closely the holistic set of life cycle expense drivers that determine the IT expense base.
Total Cost of Ownership (TCO) is a methodology and a calculation designed to help IT and the business make more informed financial decisions about our current and future data systems. TCOrepresents all the costs (direct & indirect) associated with managing an application, a business function or an organization. Management by TCO provides the necessary data points to assess the economic impact and implications of our Change The Bank investments, and provide proactive insight into optimization opportunities on how we evolve our data systems.
The rapid advance in targeted attacks and increased regulation on personal data, combined with the rapid growth in sensitive structured and unstructured data, has created a perfect storm that demands strengthening information defense in financial services. This executive roundtable will explore trends, priorities and proven strategies to reduce risk through securing enterprise information stores.
Topics to be covered include:
11:55am
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12:25pm
In today's $300 billion enterprise software market the consumerization of IT and BYOD are underpinning the transformation of a more interconnected business. By embracing the power of the cloud, enterprises are empowered in new ways to better manage their information with applications that can improve collaboration and productivity. But how can today's CIOs and IT leaders ensure their organizations are secure in light of the BYOD?
CIOs are no longer playing the role of IT enforcer. Rather, through enterprise-grade cloud solutions, they're empowering their workers to be more productive from anywhere, on any device, while still retaining security and visibility around content and collaboration. In this session hear case-specific examples of the companies that are embracing mobile and the cloud to build a more secure and efficient workforce.
12:25pm
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1:25pm
1:30pm
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2:00pm
The rapid proliferation of mobile devices in the enterprise coupled with the easy, anytime, anywhere availability of the cloud has created new avenues for increased collaboration and productivity for employees. Though productivity gains can be substantial, so are the potential information risks posed by employee installed consumer/prosumer cloud products.
Attend this roundtable where we'll discuss how IT is addressing these questions and learn how you can build a comprehensive approach that covers mobile, cloud, and the enterprise within a secure and compliant infrastructure that doesn't impede on the ease-of-use and access expectations of employees.
2:05pm
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2:35pm
Mobile has become not only an increasingly dominant channel for bank/customer interactions and transactions, but also an essential tool for employees at all levels to do their jobs more effectively. The risks of misplaced investments or ineffective deployment of resources to mobile banking are potentially very acute and need to be addressed. It's time for banks to step back and take a cold, hard look at their mobile strategies.
During the presentation you will hear how leading financial institutions are taking mobile beyond strictly transactions to make it a cornerstone of an integrated and productive digital strategy. You'll also learn about the five most-common pitfalls banks encounter in building out their mobile strategies - and how your organization can avoid making the same mistakes.
2:40pm
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3:10pm
Consider these facts:
How is this accelerated rate of change affecting the way you manage your financial services firm? Amid the current wave of trends - virtualization, cloud, video, and social networking - are you creating dynamic service infrastructures that support new ways of interacting with your clients? In this session, we will examine the advent of the Internet evolution and how this is spurring financial services leaders to explore new ways of doing business.
3:15pm
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3:45pm
As the use of tablets and mobile devices has proliferated in enterprises, the issue of protecting sensitive data has jumped to the forefront of many CIOs' minds. Whether sanctioned by IT or not, employees have begun to access their data on post-PC devices, often via file-syncing applications like Dropbox. There are a variety of approaches to enable users to securely access this data, including mobile device management (MDM), mobile application management (MAM), application containerization, virtual desktops, data loss prevention (DLP), and building security into the data itself.
Join WatchDox executives as they discuss the strengths and weaknesses of these technologies and the future of data protection.
In today's complex enterprise, it's becoming harder for Information Security groups to keep up with demands for securing their data throughout the enterprise. In today's presentation we will discuss the risks to sensitive data, and some of the fundamental challenges with securing data efficiently. We will also explore how enterprises are now taking a data centric view at securing their data, and how they are simplifying their efforts.
3:50pm
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4:20pm
Data management and data governance were complex and challenging enough before a potpourri of new regulatory requirements emerged from the recent financial crisis. Data has to flow faster, be higher quality, be more available and accessible; it must be granular and aggregate consistently along multiple dimensions; multiple viewpoints and disparate requirements must be supported simultaneously. All without exorbitant costs and redundant reporting and data infrastructures.
New requirements, to name a few, include: the Office of Financial Research (identification of systemic risks), new SEC/FASB disclosure requirements (10K/10Q), new FFIEC call report requirements (leveraged lending, subprime loans), Fed surveys on CRE and now C&I lending, information requests to support stress testing (SCAP, ICAAP, and most recently CCAR), Basel 3, AML - the list goes on and on. If you thought you had data challenges before, they are now bigger than ever.
This discussion will be about how it's possible to tackle these challenges by creating an integrated framework for risk and financial data, creating new methods for corporate level disclosures, standardizing reporting, centralizing data collection, consolidation and aggregation, standardizing reference data separate from transactional and instrument level data, establishing corporate standard definitions and calculations, and actively managing data quality at the source.
Effectively managing security has been one of the key inhibitors to leveraging the full promise that SaaS and the cloud offer. In a recent poll, CIOs indicated that:
Identity and Access Management has been an issue for finance enterprises since long before the cloud. But moving to the cloud has added a significant layer of complexity to the problem and forced us to change the way we think about managing identities and security. Distributed identity requires integrating disparate data sources - some owned by third parties - so employees, customers, and partners can securely access both enterprise and cloud-based applications.
4:25pm
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4:55pm
As smartphones have skyrocketed in popularity over the past few years, mobile banking adoption has increased, providing unparalleled convenience for consumers. This session will address the increase in banking institutions' integration of technologies to build e-banking solutions, and the overall impact of this increase now and into the future.
The time for inaction is a thing of the past. Financial services organizations, historically, have been more reluctant than other business sectors, but recent years have seen a steady increase and expansion of outsourcing as the misplaced trust issues disappear. The reluctance to hand over end-to-end ownership was also a factor, but in recent times, people realize that they just need to outsource the work, not relinquish control. Outsourcing represents an opportunity for financial services firms to refocus on their core competences in order to add more value, while getting best-of-breed services for daily operations from a professional specialist. This session will address the leading practices in the services arena and help attendees identify the partner of choice for their needs.
5:00pm
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6:00pm
Banks are needing to move beyond any existing organizational silos, infrastructure complexities and other constraints. Tomorrow's banks must become more client centric by leveraging sophisticated insights to improve security & risk management, pricing, channel performance and client satisfaction. With the new banking models changing so rapidly, CIOs and CSOs are leading the charge towards an operation centered on the client. Join this panel as leading visionaries discuss how banks will achieve this transformation for the new tomorrow.
6:15pm
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7:30pm
7:30pm
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9:00pm
The increasingly networked world is changing the boundaries of traditional industries, and forward-thinking companies are seeking competitive advantage with new approaches to business. Banks are not immune to these changes and are rapidly evolving how they approach markets and customers - and how they provide value and manage risk. Challenges include a host of new regulations aimed at reducing risks in the system; increasing capital reserves; growing revenue in recession damaged economies; rebuilding trust across the global financial system; and, finally, competing to attract and retain increasingly demanding customers. To remain relevant and win against new, more nimble competitors banks will need to put aside their apprehension regarding economic and regulatory instability and focus on innovating across several fronts: reducing business complexity, managing risk holistically, and a renewed focus on becoming far more customer centric.
9:00pm
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10:30pm
7:30am
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8:20am
8:25am
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9:25am
9:30am
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10:00am
In June of last year, the FFIEC issued a new Guidance document that describes the measures financial institutions are expected to take in order to protect Internet banking (online and mobile banking) customers from fraud and misuse of their data. The main goals of the supplement are to reinforce the FFIEC's risk management framework for institutions and to update expectations regarding customer authentication and movements of funds across customer accounts.
Any mobile device could compromise a financial institution's data network through security holes due to un-patched applications and viruses or other malware on mobile devices.
In this session, we will discuss how to successfully deploy, secure and manage the enterprise network, mobile devices and mobile applications, including securing financial transactions, encryption, addressing compliance and regulatory issues, securing access to email, VPN and W-Fi, accessing real-time CRM data, and managing mobile inventory.
10:05am
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10:35am
Financial services organizations are driving top line growth while reducing costs using customer communications management (CCM) technology to deliver super personalized claims correspondence, policies, quotes and more in customer-preferred formats and channels. This session will discuss approaches to using CCM as part of a broader content management and business process management strategy. Learn how other organizations are maximizing every customer interaction to deliver better customer experiences and business results.
10:35am
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11:00am
11:05am
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11:35am
Large scale Information Technology organizations often allow technology to be their center of gravity. Initiatives such as co-sourcing, infrastructure modernization, and application portfolio management become focus points. This topic will present the idea that we are not leading Information Technology organizations. We are leading the hearts and minds of our IT professionals toward delivering a memorable experience across our financial institutions' many touch points.
We will present an outside-in model for always starting with a desired customer experience, and then working backwards to the best enabling technology. This model has significant implications for leadership, skills and relationships across the enterprise. It often requires a transformation of the IT organization to look at the world through a very different lens.
Smartphones, tablet computers and other personal devices are connecting to an increasing number of corporate networks and the trend continues to gain momentum. With employers and employees alike expecting 24/7 access to company data, ease of access and convenience need to be balanced with industry, security, and compliance requirements.
The days of corporate IT departments distributing and mandating the technology that employees use are being challenged by a new generation of Bring Your Own Technology (BYOT) workers who want to decide what technology they utilize. The lines between personal and business computing blur, as employees want a single mobile device to meet all of their needs. While most users focus on the 'simplicity' and 'ease of use' of new devices, they rarely understand the associated complex regulatory and legal concerns. PCI, SOX, HIPAA, GLBA mean little to employees, but are a constant focus for IT executives charged with keeping their computing environment secure and compliant.
Most executives have read countless whitepapers and analyst articles on "best practices"; however, the truth is that processes, methodologies and industry regulations are still evolving. This interactive discussion will highlight some industry trends and then launch into a candid discussion of how your peers are confronting these challenges. We'll focus on how to enable technology as a competitive advantage, while being mindful of the responsibility of having control over the flow of data.
11:40am
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11:50am
Customers expect more from their financial services providers and remain loyal to those who treat them as individuals, who understand their needs and deliver exceptional customer service. Financial services organizations need to communicate in a unified voice in coordinated ways to create a connected customer experience.
Join this session to learn the latest advances in customer communication technology to create a more connected customer experience that fuels profitable growth.
Keys to success include enterprise-wide technologies for:
12:00pm
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1:00pm
1:05pm
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1:35pm
With external pressure from IFRS, Basel III, emerging Dodd-Frank regulations, and increased shareholder scrutiny, banks and financial service institutions are responding to demands for unprecedented transparency into financial, operational and performance information. Learn how leading institutions are retooling processes and technologies to prepare for the 'new normal' in disclosure and regulatory reporting practices. Topics covered include ERP, Business Intelligence, Enterprise Performance Management Applications and Master Data Management. Attendees will learn:
Why convergence of Accounting, Finance and Risk data is becoming more of a technology architecture reality
1:40pm
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2:10pm
Over the past 20 years, banks have seen substantial growth in the number of consumer channels and their usage rates. Online banking was the last channel that revolutionized the banking industry and helped to define the retail banking conceptual architecture that exists today. The Internet created the need for a “single view” of customer accounts and for standardizing certain key transactions that pull relevant customer information from back-end product systems.
The recent financial crisis challenged many aspects of how we conduct business, both globally and locally. To prosper in today's volatile economic and regulatory climate, banks need to compete armed with knowledge and analytics. This session will discuss infrastructure management with focus on architecting and implementing cutting-edge business solutions that enable organizations to leverage technology optimally.
2:15pm
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2:45pm
In the financial industry, security is the paramount concern of IT administrators as mobile devices are increasingly being used to access sensitive financial data. Employees are optimizing financial investment opportunities by evaluating acquisition targets, analyzing financial performance and evaluating client portfolios on their mobile devices. As employees utilize mobile technology more and more financial institutions are tasked with not only securing proprietary content but also complying with government regulations. Michelle Burnett, Enterprise Account Executive, AirWatch, discusses the challenges businesses face with corporate data on mobile devices and how necessary it is to utilize a secure corporate container where data is completely protected.
Business Process Outsourcing (BPO) is one approach whereby a company can increase organizational and operational flexibility. Since the financial crisis of 2008 financial service companies around the globe have focused on streamlining their service, support, and technology operations. We will explore how supplementing internal capabilities with BPO solutions enable organizations to increase operational efficiency, reduce costs, and drive profitable growth. We will discuss current global trends and strategies in the financial services marketplace and look at some of the main value drivers that help companies create an additional competitive advantage in a complex global financial community.
2:50pm
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3:20pm
Your clients rely on mobile technology, social networking, video, and virtual connections as they navigate their personal and business lives. As a CIO, you've got to evolve your value proposition by embracing these new devices and modes of interaction to remain their preferred financial services partner. The next growth opportunity is in meeting - and exceeding - these expectations. Regardless of your need to remove infrastructure complexity and comply with myriad mandates and regulations, they're used to having it their way - 24/7/365 on all types of devices - anytime, anywhere.
Don't miss this session where we'll share how financial services innovators are gaining competitive advantage by leveraging the mobile wave. You'll hear the real-world stories of firms that are overcoming obstacles and taking their business in new directions to meet the demands of today's clients.
The role of the CIO has changed, many used to think that governance, risk and compliance (GRC) wouldn't be a key priorities but it should be. With the merging of Ops and Tech the need to maintain secure access to data, reduce the risk of a data intrusion and ensure the systems for reporting, tracking and managing incidents are readily available and secure. This session with discuss how Financial Services organizations are facing increased information security attacks from multiple sources and how the struggle to comply with a growing number of government and industry regulations can be combated as better corporate controls are put in place.
3:25pm
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3:55pm
The need for modernization and the ever growing demand for mobile banking apps puts pressure on large institutions that employ groups of programmers spread across thousands of geographically-scattered facilities. Virtualization efforts support the need for increased functionality, more customer-centric strategies and frees up internal resources, resulting in innovation. Whilst cutting costs, both server virtualization and desktop virtualization give banks the ability to increase computing power per square foot and to benefit from remote management services, thus reducing the need for hardware maintenance. Reduced energy consumption means higher performance, as well as lower costs and being green. Lastly, the benefits of virtualization are felt across better data analytics, meeting new compliance mandates, faster deployments and speedier disaster recovery timelines. Financial services firms are exploring how to take advantage of new products in the virtualization market without jeopardizing security.
4:05pm
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5:05pm
With the seemingly endless amount of unstructured data flooding the enterprise, IT departments are struggling to find a cost-effective solution that is easily deployed and scalable enough to grow with the tidal wave of important Customer Data while satisfying regulatory mandates and SLAs for offsite data protection.
This discussion will look at Cloud Storage technologies and the vendors that are racing to be able to provide more secure and collaborative solutions and architectures to the Financial Services companies in an effort to partner with them as they build a secure private cloud for storage purposes.
5:05pm
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5:10pm
5:10pm
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7:00pm
7:00pm
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9:30pm
Download Sept 15 - Sept 17, 2013 Agenda (PDF)
Keynote Presentation