

8:00 am – 11:30 am
Workshop 1: Consumer: Build a Better Customer Trap:
Learn how to capture and keep the next generation of
online banking users.
By embracing all things Internet, Generation Y is demanding more from your financial institution than ever before. What do they want? What do they expect? How can you best anticipate and deliver on their needs? Leveraging original research from Digital Insight, this pre-conference workshop will explore practical strategies for attracting and retaining this elusive customer segment. Learn what the data means and, more importantly, what to do with it to grow and expand your online user base.
Workshop 2: Commercial Banking: Viva Vertical Packaging: Drive new business and fee income
Are you still trying to be all things to your commercial customers, or have you discovered the business case and benefits of vertical market segmentation? Find out where you are and where you need to be at this pre-conference workshop. In the process, you’ll learn from experts and work alongside your peers to construct sales and service packages specifically tailored to healthcare, hospitality, manufacturing and the like to drive new business and fee income.
12:00 pm – 3:30 pm
Workshop 3: Small Business: Why Small & Simple
(Micro) Businesses Matter: Don’t get left behind
They may be small in size, but they are also the single largest business segment in the country. More than 22 million Small & Simple businesses exist today, and that number often grows daily by the thousand. For you, this represents a lucrative market opportunity that is constantly evolving. So where and how do you find these Small & Simple businesses? During this pre-conference workshop, we will explore the intimate make-up of these jet-setting enterprises and how you can best position yourself to net and grow them. Don’t get left behind.
Workshop 4: Database Marketing/Growth & Retention
Services Achieving Customer Delight: The power of
highly personalized touches
Mountains of marketing data often draw the same, simple conclusions: when it comes to customer delight, it’s the little things that count. In this case, highly personalized touches that make your customers feel appreciated and valued improve your ability to grow and retain them. At this pre-conference workshop, you’ll discover the benefits of personalized touches: how to create them, deliver them, and track your successes. As a result, you’ll power your way to happier customers and higher profits.