When:

November 14, 2011

8:30am-12:00pm

Where:

161 Bay Street
Suite 22A/B
Toronto, Ontario M5J 2S5

Registration:

Registration for this event is limited to four (4) contacts per bank.

We are encouraging each bank to send their head of mobile, the head of online banking, and two additional attendees.

To register, please contact Steve Nawrocki at snawrocki@celent.com or +1.617.262.3128 and include the contact details of each attendee

The Evolution of Mobile Financial Services and Top Trends in Retail Online Banking

Join Bart Narter, Senior Vice President of Celent’s Banking Group, Senior Banking Analyst Jacob Jegher, and your peers for a unique opportunity to interact directly in a confidential, bank-only forum, with an emphasis on idea exchange.

This exclusive, invitation-only Celent event will focus on the application of the latest mobile and online banking trends to Canadian banks. You will learn about the evolution of mobile financial services by exploring how three leading-edge banks in Japan, Korea and Spain are gaining share with first to market services such as phones preloaded with banking software, trading platforms, location based marketing, and mobile PFM. This event will also present top trends in retail online banking, looking at the user experience and how to improve customer relationships, as well as reviewing next generation functionality and examining how banks can grow revenue and cut costs.

Agenda

8:00 am

Continental Breakfast and Introduction

8:30 am

The Evolution of Mobile Financial Services

• Hana Bank Case Study
• Bankinter Case Study
• Jibun Bank Case Study
• Lessons learned from around the world
• Applications for Canadian banks?

9:20 am

Break

9:30 am

Top Trends in Retail Online Banking

• The criticality of user experience
• What banks can do to grow revenue and cut costs
• Next generation functionality
• How to improve customer relationships
• Applications for Canadian banks

10:20 am

Break

10:30 am

Open Forum - Peer Discussion

• Security and authentication
• Functionality – mobile vs. internet banking vs. tablets; The role and importance of tablets
• PFM – future of online banking or not?
• How to grow online and mobile adoption

12:00 pm

Closing Remarks