Published monthly, September 2003

 

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Join us September 10-12, 2003 and influence the IT buying decisions of midtier banks. Midsize Enterprise Summit provides a proven, effective format and Gartner-led sessions set the stage:

Opening Session: Banking
Sizing Up the Role of IT in Midsize Banks
Presenter: Susan Cournoyer, Principal Analyst, 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?

Breakout Session
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?

Breakout Session
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 of the only event focused solely on midmarket IT decision-making from a horizontal and vertical perspective.

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Vertical Focus
 

Vertical Market Opportunities: Key Business Issues to Consider

Midmarket Perspective
 

Vendors! Improve your Probability of Getting on the "Short List"

Midsize Enterprise Profile
  Danvers Savings is Banking on Technology and Ingenuity for Continued Success

Summit Forms Advisory Panel

Midmarket Trends in Software and IT Services

Buyer Preferences and Purchasing Drivers for Back-Office Applications

 

Questions or comments? E-mail midmarket@gartner.com

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