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Track: Innovations in Banking

Thursday, March 13, 2014

2:15 p.m. - 2:45 p.m.
The Social Revolution: Evolve or Be Irrelevant
Renee Brown, Director of Social Media, WELLS FARGO

As we shift from the Information Age to the Customer Age, financial services will continue to evolve and be turned inside out by the new balance of power.  All companies are grappling with the balance of new technologies, new customer expectations, a shrinking world and the new generation of customers and employees. Social media has offered our businesses an accelerant for change that will continue to test our ability to think from the customer’s point of…

2:45 p.m. - 3:30 p.m.
Becoming a Best Bank to Work For
Moderator: Heather Landy, Editor, AMERICAN BANKER
Barbara Baker, Executive Vice President of Cultural Enhancement, UMPQUA HOLDINGS CORPORATION
Cristie Richards, Senior Vice President, Director of Retail Strategies, ZIONS BANK
David Moore, Executive Vice President, Retail Banking, CENTRAL BANK & TRUST CO.

Building up positive engagement with front-line employees? It can happen. You just need the right tools and creative thinking to get there. In this session, you'll hear from some of the most admired employers in banking about perks and procedures that can help attract and retain branch staff. The interesting examples you'll hear from our speakers won't necessarily cost much to implement - all that's really required is a commitment to building a happier, more…

3:30 p.m. - 4:00 p.m.
How To Use Frustration To Create Something Amazing
Stephen Beck, Founder & Managing Partner, CG42
Art Smith, Executive Vice President, Chief Marketing Officer, THE BANK OF TOKYO-MITSUBISHI UFJ,

Companies devote endless time, vast resources, and a tremendous amount of brainpower in an attempt to foster innovation. But as Stephen Beck and Art Smith, explain, innovation should be simple – identify a frustration and figure out how best to fix it  Question: What do the following things have in common: e-readers, keyless entry, mobile payments? …

4:15 p.m. - 5:00 p.m.
Integrating Marketing Campaigns across Channels Digital and Non Digital
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
Thomas Bontempo, Director of Digital Banking and Marketing, FIRST NIAGARA BANK, N.A.
Alison Thorud, Marketing Strategy Manager, Digital Products, U.S. BANCORP
Jennifer Wilson, Executive Vice President, Multi Channel Planning and Administration, BBVA COMPASS

The digital revolution has reshaped how retail banks market and sell. From branches to social media, the telephone to tablets, consumers and small businesses expect seamless service and consistent capability—challenging channel silos to deliver a unified experience. And digital marketing options like social, search, targeted online messaging and email marketing are growing fast, taking budget away from traditional bank marketing choices like print, drive time radio and direct mail. Optimizing channels and marketing investments makes integrated planning, budgeting and execution a requirement.

Hear how three banks in different stages of the transformation are addressing the challenge of integrated marketing. Learn:

• A framework to successfully apply integrated marketing for better initiative prioritization, budget optimization and improved results • A step-by-step approach to making omnichannel banking a reality by integrating digital and traditional sales channels • A case study of a successful program with a 3-year history of integrating digital and non-digital channels to drive cross-sell and activation

5:00 p.m. - 5:45 p.m.
CFPB Update
Richard Melville, Group Editorial Director, Banking & Capital Markets, SOURCEMEDIA
Stefanie H. Jackman, Senior Litigation Associate, BALLARD SPAHR
Linda Gallagher, Managing Director and Global Head of the Consumer Protection Practice, PROMONTORY FINANCIAL GROUP, LLC
Scott Pluta, Assistant Director. Office of Consumer Response, CFPB
Jeffrey Cohen, SVP, Head of US Consumer Compliance, TD BANK, AMERICA’S MOST CONVENIENT BANK ®

• QM rules – what do lenders need to know? • QM 2 – working outside the safe harbor • Payday/advance lending crackdown – still a viable business for banks? • Collections – where is the CFPB looking? • 3rd Party relationships – assessing banks’ obligations to monitor and police their retail and tech partners • And more…