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Qualify
to attend Midsize
Enterprise Summit as our guest,
September 10-12, 2003 at the Renaissance Austin
Hotel in Austin, Texas.
Sizing
Up the Role of IT in Midsize Banks
Presenter: Susan Cournoyer, Gartner
Midsize
banks are in the business of growing deposits,
loan portfolios, and fee income across multiple
channels, while managing risk, security, and compliance.
All of these processes rely on IT. Learn about
IT spending patterns, particularly increased reliance
on outsourcing, and vendor management practices
that meet the needs of midsize banks. Key issues
to be discussed include:
> How
are competitive dynamics and IT sourcing trends
driving IT investments by midsize banks?
> What
are key IT budget metrics in midsize banks, by
function and by spending component?
> How
can vendor management practices support the business
and IT goals of midsize banks?
Reaching
Customers: Next Generation Strategies and Technologies
for Financial Services
Presenter: Brad Adrian, Senior Analyst,
Gartner
Financial
service providers (FSPs) recognize how critical
it is to establish and maintain an enduring relationship
with their customers. However, an ever-changing
marketplace, capricious customer needs and over-hyped
technologies make it difficult to know how to best
serve the customer.
Various
delivery technologies can be applied to help overcome
these challenges, but the key to realizing true
business value from technology is in optimizing
the relationships between complementary forces – deep
customer relationships vs. savings from self-service;
investing in emerging technologies vs. leveraging
existing ones; focusing on "profitable" customers
vs. serving untapped markets.
Key
Issues:
> How
will financial services delivery change in the
coming months and years?
> What
emerging and existing delivery technologies will
contribute significant value to the FSP?
> What
unserved and underserved customer segments should
FSPs identify and reach?
> How
can self-service channels be leveraged to deepen
customer relationships?
The
Branch Doesn’t Stand Alone: The Changing
Dynamic
Presenter: Stessa Cohen, Research Director,
Gartner
In
the last couple of years, midsize banks have begun
to replace aging branch systems. What comes after
branch renewal? Change at the branch will impact
workflow, teller and platform functionality, and
the branch‚s interconnectivity with other
delivery channels. This session explores those
changing dynamics at the branch.
> How
IT can enable the bank to personalize service.
> How
front and back office workflow changes affect
the branch.
> How
the branch can use IT to gather pieces of the
customer puzzle.
> How
new features and functionality create a holistic
branch experience.
Click
here for a complete Agenda.
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