Learn innovative techniques and how to translate those into better digital banking and payments services for your customer during our pre-conference workshops.

Pay $145 for 1 workshop or $249 to attend both.
CALL (212) 803-8456 or (212) 803-8348.

Monday, June 2, 2014 | 1:30 p.m. - 3:00 p.m.
Workshop A
Into the Deep: Innovative Techniques for Digital Banking and Financial Customer Research
Workshop Leader: Mona Patel, CEO Motivate Design
If you're only using traditional methods—interviews and focus groups—on how your customers are engaging with your institution, you'll only be getting a one-dimensional view. What about emotional information associated with how people manage their finances? What really happens when customers are in a decision-making situation especially when it comes to obtaining financial stability?

Studies conducted in 2013 for various financial companies will be referenced in this workshop to understand the different ways customers are engaging with their financial institutions, how they make decisions and what their wants and needs are for digital banking. These studies focused on the basics of what tools customers use to “get,” “protect/store,” “invest” and “spend” money. You'll learn about brainstorming, collaging, bodystorming and positioning statement analysis which uncovers underlying customer motivations, and what kind of financial products and digital banking tools might be most useful.

The session will draw from several studies and present a variety of methods, as well as key findings relating to financial customers and how they adopt financial tools.

Monday, June 2, 2014 | 1:30 p.m. - 3:00 p.m.
Workshop B
Online. Mobile. Tablet. Delivering the Ideal Digital Banking and Payments Experience
Workshop Leader: Matt Wilcox, Managing Director, Marketing Strategy and Innovation, Digital Payments, FISERV
While a march toward omnichannel banking may be blurring the lines between channels, financial institutions must be careful not to fall into a “one-size-fits all" mindset. The online, mobile and tablet channels are inextricably linked, but simply adapting existing capabilities to different devices will not cut it when it comes to delivering the ideal digital banking and payments experience. The secret is to deliver capabilities tailored to the unique attributes of each device, as well as to how it is used, while maintaining an overall consistency in underlying basics such as balances.

In this session attendees will hear a case study of how one bank is approaching the delivery of digital banking and payments through the online, mobile and tablet channels, how they are deciding which capabilities and user experiences are right for each and how they differ and complement each other. Discussion will also cover how customers are interacting across different digital channels and what tasks they use them to complete, as well as how the devices themselves are influencing the way customers bank.

View more agenda sessions.