Celent Securities & Investments Event: North American SnAppshot: Mobility in Capital Markets and Wealth Management

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25 January 2012
Hilton Boston Back Bay, Belvidere Ballroom, 2nd Floor, 40 Dalton Street, Boston, MA 02115, Boston, MA

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Join Celent analysts and your peers for a unique opportunity to interact with an emphasis on idea exchange.

This event will focus on findings from our upcoming report, North American SnAppshot: An Opportunity to Ride the Wave of Smartphone and Tablet Growth and the latest trends in mobility in Capital Markets and Wealth Management. You will learn about the latest “smart” mobility trends in smartphones and tablet segments as well as some of the apps already launched in the Capital Markets and Wealth Management segments. Revenue generation or preservation and cost reduction, we will address some of the issues facing institutions as they address the needs of their mobile customers. This event will also present business and technical considerations as well as an overview some of the service and technology providers that are developing solutions for mobility in financial services.

Admission to the event is free, but space is limited andpre-registration by Wednesday, January 18, 2012 is required.


8:00 am

Continental Breakfast and Introduction

8:30 am

Mobility Devices and the Opportunities for Financial Services

  • Mobile Devices: Growth and Trends
  • Which Platform? Which Device?
  • Wealth Management and Capital Markets: Growing Revenues and Cutting Costs

9:30 am

What Some Institutions Are Doing Today and Advice for the Future

  • Capital Markets and Wealth Management: Examples of What Some are Doing Today
  • Next Steps: Technology Considerations and Recommendations

10:30 am


10:45 am

Open Forum: Peer Discussion

  • Functionality: The Role and Importance of Smarter Devices
  • App Development: What Are Some Lessons Learned?
  • Supporting Apps and Integration into Existing Systems
  • Customers: Revenue Generation vs. Revenue Preservation?
  • Staff: Can They Use Their Devices They Bring From Home?

12:00 pm

Closing Remarks

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Event details

Geographic Focus
North America