1. Innovation Models in Digital Banking
and Financial Services
Rebuilding Trust and Renewing the Banking Experience
December 4 – 5, 2013
Boston, MA
More Registration Details, Click Here!
Attending This Premier marcus evans Conference
Will Enable You To:
• Balance the intrinsic needs for creativity and process in the
design of the innovation practice
• Leverage proven innovation models that diversify initiatives
based on strategic value, risk, and time to market concerns
• Realize the necessity of an agile and reflective innovation
process that is strategically focused on the ambitions of the
financial institution and capable of delivering a consistent
stream of new products to market
• Identify criteria and standards by which to measure the
viability of new ideas against value-based portfolio strategy
• Support and sustain a risk culture that promotes clear
and consistent communications among pipeline
stakeholders to achieve shared goals
• Contextualize information from big data reserves to
achieve actionable recommendations for front-end inquiries
• Establish a common language across the enterprise
to articulate the goals and requirements of the
innovation practice
• Incorporate non-financial institutions and other adjacent
industry insights to spark the ideation phase of the
innovation pipeline
• Analyze organizational cultures that embrace the risk
and creativity inherent in the process of bringing new
ideas to market
• Introduce regulatory compliance expertise into the front-end
to preempt potential back-end compliance concerns
Who Should Attend:
marcus evans invites EVPs, SVPs, VPs, Directors, Heads
and other senior executives from the banking and finance
industry to attend.
• Mobile Banking
• Online Banking
• Innovation
• Mobile Channel
• Digital Channel
• Payment Strategy
• Emerging Payments
• Mobile Payments
• eBanking
• Product Strategy
Business Development Partner:
“
Moving Beyond
Mobile Banking
to Remain Competitive
in the Digital Space.
”
Advancing the digital portfolio through innovation.
Featuring Case Studies From Leading Experts Including:
Stephen T. Shannon
Tablet Innovation
Bank of America
Hadley Stern
Vice President, Fidelity Labs
Fidelity Investments
Charaka Kithulegoda
Chief Information Officer
ING Direct Canada
Nathan Bricklin
Senior Vice President,
Head of Collaboration
and Social Strategy,
Wholesale Group
Wells Fargo
Phil Swisher
Senior Vice President,
Head of Innovation
Brown Brothers Harriman
Kelly M. Jurgens
Senior Vice President,
Consumer Payments
SunTrust Bank
Todd Schofield
Managing Director, SC Studios
Standard Chartered Bank
Deva Annamalai
Senior Vice President,
Marketing Technology
and Data Insights Group
Zions Bank
Dave Passavant
Senior Vice President,
Banking Innovation
Center Director
PNC Bank
Andres Wolberg-Stok
Director, Global Mobile
and Tablet Banking
Citi Consumer Banking
Doug Meagher
Senior Vice President,
eCommerce & Mobile Banking
CertusBank
Pier Santillo
Director, Regional Channel
Manager, Americas
Standard Chartered Bank
Tom Kelly
Director, Online Banking
Silicon Valley Bank
Scott V. Totman
Senior Director,
Innovation Lab
Capital One Labs
Michael Balk
Director, Solution Delivery
and Services, Americas
Standard Chartered Bank
Association Partner:
Media Partners:
Booking Info:
Robin Yegelwel | T: 312-894-6377
E: RobinY@marcusevansch.com

2. Day One | Wednesday, December 4, 2013
8:00
Registration and Morning Coffee
8:45
Chairperson’s Opening Remarks
REALIZE THE NECESSITY OF AN AGILE AND REFLECTIVE INNOVATION
PROCESS THAT IS STRATEGICALLY FOCUSED ON THE AMBITIONS
OF THE FINANCIAL INSTITUTION AND CAPABLE OF DELIVERING
A CONSISTENT STREAM OF NEW PRODUCTS TO MARKET
9:00
Applying the “Rapid Deployment and Innovation Model”: Associate Tablets
at Bank of America
• Defining the “Rapid Deployment and Innovation Model”
• Harnessing insights from front-line associates solidify front-end recommendations
• Creating an innovation strategy that reflects the needs of Finance,
Legal, Risk, Operations, and Customer Experience
• Formulating a recipe for innovation team building that will increase
speed to market of new concepts
• Rapid Deployment in practice: exploring the results of accelerated innovation
Stephen T. Shannon, Tablet Innovation
Bank of America
9:45
Leveraging Technology Horizon Expertise to Structure a Sustainable
Digital Product Portfolio
• Aligning technology horizon initiatives with the company’s current strategic
goals and vision
• Identifying future thinking employees to capture the digital horizon
• Developing the innovation team’s future thinking skills in order to better
identify opportunities
• Utilizing cross-industry expertise to leverage future opportunities with
the organization
• Formulating processes to frame horizon insights in an attainable way
that align with company goals
• Capturing and preserving the essence of future thinking across the
corporate enterprise
10:30
Networking Break
11:00
Strengthening Internal Partnerships to Frame an Effective and Adaptive
Innovation Process Across the Enterprise
• Engaging internal innovation managers in the total innovation process
• Breaking down silos between functional teams to maximize idea generation
throughout the innovation process
• Capturing and preserving the creative essence of innovation across the
corporate enterprise
• Structuring a repeatable process for assembling and managing the
innovation portfolio
• Establishing a flexible and repeatable innovation process that can be deployed
across the enterprise
• Leveraging the collective resources and insights of cross functional employees
to develop a winning innovation team
Kelly M. Jurgens, Senior Vice President, Consumer Payments
SunTrust Bank
11:45
Leveraging Cross-Functional Human and Capital Resources to Maximize Results
of Internal Innovation Processes
• Designing an innovation group to give passionate, creative employees
an opportunity to bring their ideas to life
• Uncovering the hidden and untapped creativity of existing team members
• Inspiring, motivating, and encouraging employees through an exciting, ongoing
process of creation and collaboration
• Granting employees the freedom to experiment, allowing innovation
to grow from the bottom up
• Identifying the necessary skill set required to sustain and manage a strategic
innovation model
• Recognizing key qualities, talents, and skills needed to build your team of innovators
Scott V. Totman, Senior Director, Innovation Lab
Capital One Labs
12:30
Networking Lunch
More Registration Details, Click Here
IDENTIFY CRITERIA AND STANDARDS BY WHICH
TO MEASURE THE VIABILITY OF NEW IDEAS AGAINST
A VALUE-BASED DIGITAL PORTFOLIO STRATEGY
1:30
Using Internal Social Media Platforms to Engage Employees
and Encourage Innovation from the Core
• Digitizing internal communities to facilitate social collaboration between employees
• Connecting teams and breaking down organizational silos to accelerate innovation
• Employing hubs and second screen environments to encourage employee
involvement in “trending” conversations
• Establishing methodologies for translation of engagement exercise outcomes
to viable concepts
Nathan Bricklin, Senior Vice President, Head of Collaboration and Social Strategy,
Wholesale Group
Wells Fargo
2:15
Adopting a Design Thinking Approach within the Innovation Practice
to Reflect the Shift to a Consumer-Driven Marketplace
• Developing a design thinking process that instills discipline while granting
teams the freedom to push the envelope
• Using prototyping throughout the innovation process in order to inspire
creativity among the innovation team
• Incorporating organizational design throughout the innovation process
to creatively produce a solution that fits with the corporate goals
• Promoting the principles of design throughout the organization to cultivate
a process of consumer-driven innovation
Andres Wolberg-Stok, Director, Global Mobile and Tablet Banking
Citi Consumer Banking
3:00
Networking Break
3:30
Building An Innovation Function at the United States’ Oldest Private Bank
• Providing the details of how to create, launch, run, and govern a successful
innovation function
• Establishing a clearly articulated hierarchy of goals and expectations
for the innovation practice
• Codifying a system of governance that balances the needs of the organization
with those of the established innovation process
• Securing buy-in from senior leadership
Phil Swisher, Senior Vice President, Head of Innovation
Brown Brothers Harriman
4:15
Structuring a Data Insights Practice as the Cornerstone of the Organization’s
Innovation Ecosystem
• Breaking down the silos between applications to access customer profile,
transactional, and behavioral data
• Building a cross-functional partnership with Fraud Analytics and Enterprise Data
Warehouse to identify profile, acquisition, and attrition patterns to establish
a holistic customer perspective
• Creating data recipes that result in effective marketing through enhanced
segmentation and the development of questions that produce a 360
degree customer profile
• Utilizing predictive models for digital lifestyle product adoption and
attrition patterns
• Strategizing for effective multichannel attribution between offline and online
worlds utilizing Web Analytics and a Marketing Analytics Platform
• Building a business case justification through the use of available data
Deva Annamalai, Senior Vice President, Marketing Technology and Data Insights Group
Zions Bank
5:00
Creating a Digital Wallet Strategy that Enhances Competitive Edge
and Leverages Past Investments
• Maintaining a focus on core competencies to accelerate the digital wallet
development process
• Incorporating a digital wallet product that resonates with existing corporate
infrastructure and avoids creating a technology gap
• Mitigating development costs through leveraging a third party digital wallet
solution that increases market competitiveness
• Assessing the adjacent space to identify opportunities for digital wallet offerings
Michael Balk, Director, Solution Delivery and Services, Americas
Standard Chartered Bank
Pier Santillo, Director, Regional Channel Manager, Americas
Standard Chartered Bank
MARKETING INFO
5:45
For more information regarding sponsorship, speaking or attending this conference,
please contact, Robin Yegelwel, 1 312 540 3000 Ext. 6483.
6:00
Chairperson’s Closing Remarks
End of Day One

3. Day Two | Thursday, December 5, 2013
8:30
Registration and Morning Coffee
8:50
Chairperson’s Opening Remarks
INTRODUCE REGULATORY COMPLIANCE EXPERTISE INTO THE FRONT
END TO PRE-EMPT POTENTIAL BACK END COMPLIANCE CONCERNS
9:00
Establishing an Innovation Process with an Emphasis on Project Prioritization
• Promoting a concept from idea to business value while strengthening innovation
culture across the organization
• Leveraging collective resources, insights, and intelligence to develop a carefully
monitored process to deliver breakthrough products
• Instituting repeatable processes throughout the innovation pipeline to manage
speed to market concerns
• Defining methodologies that address schedule, cost, performance, and speed
to market concerns
• Bridging the gap between innovative ideas and the organization’s core competencies
9:45
Implementing a Venturing Model in the Innovation Pipeline to Enhance
the Digital Portfolio
• Defining the role of idea scouts for the organization of the innovation program
• Turning venturing into a core competency within individual companies
• Searching for opportunities through a process that aligns found resources
to the goals of the organization
• Determining when to venture and when to partner in order to achieve the best ROI
• Aligning core competencies with the venturing process in order to maintain
brand identity
• Shaping a venturing team within the existing innovation pipeline to
vet opportunities
• Developing requirements for venturing opportunities to establish a process
that best realizes the goals of the organization
Todd Schofield
Managing Director, SC Studios
Standard Chartered Bank
10:30
Networking Break
11:00
Moving Beyond Mobile Banking to Remain Competitive in the Digital Space
• Determining the next big player in the digital space in order to remain competitive
• Using existing innovation models to enhance idea-forming processes
• Leveraging horizon thinking to realize new digital product and service offerings
• Defining criteria and standards for new ideas to realize new mobile opportunities
Charaka Kithulegoda, Chief Information Officer
ING Direct Canada
2:15
Investing in the Blink of an Eye: Exploring the Transition from Traditional Mobile
to Wearable Technology
• Developing the Fidelity Market Monitor for Google Glass
• Applying research methodology to accelerate the innovation process
• Incorporating usability feedback into the innovation process
to promote early adoption
• Fidelity Market Monitor in the hands of its intended users: how pre-launch
usability insights can enhance the back end of innovation
Hadley Stern, Vice President, Fidelity Labs
Fidelity Investments
3:30
Leveraging Consumer Insights to Anticipate the Evolving Demands
of a Consumer Driven Digital Portfolio
• Creating a context in which research is conducted in an environment
according to the customer mindset
• Exploiting emerging research disciplines to recontextualize observations
of how consumers communicate, behave, and make decisions
• Conducting thorough analysis of information gathered from multiple sources
to determine over-arching insights
• Leveraging social media tools to identify new trending concepts
3:00
Networking Break
4:15
Defining a P2P Payments Strategy that Addresses Concerns of Non-Financial
Entrants into the Market
• Assessing the competitive landscape to identify needs that are unfulfilled
by existing products
• Identifying opportunities for growth within the P2P landscape to enhance
the digital portfolio product mix
• Increasing speed to market by developing a P2P strategy that aligns
with current technology infrastructure
• Leveraging Real-Time Payments strategy within the existing product mix
to develop product offerings
• Deploying an innovation strategy to compete in the markets populated
with larger firms
Doug Meagher
Senior Vice President, eCommerce & Mobile Banking
CertusBank
5:00
Chairperson’s Closing Remarks
5:15
End of Conference
11:45
Leveraging a Corporate/Academic Partnership to Spark For-Profit Innovation:
Exploring the PNC Bank Partnership with Carnegie Mellon University to Create
the PNC Center for Financial Services Innovation
• Creating the PNC Center for Financial Services Innovation
• Benefits and challenges of partnership for both the bank and the University
• Lessons learned from legal and operational considerations
• Exploring the business problems addressed, research approach, and expected
output of completed research projects
Dave Passavant, Senior Vice President, Retail Bank Innovation Center
of Exellence Director
PNC Bank
12:30
Networking Lunch
1:30
Leveraging Insights from the External Environment to Drive Innovation
• Determining the right level of external focus to include in the innovation
pipeline to ignite new ideas
• Considering non-industry insights for tapping into innovation opportunities
• Developing an innovation ecosystem that optimizes external focus into
the innovation pipeline
• Assessing the adjacent space to identify opportunities for new offerings
Tom Kelly, Director, Online Banking
Silicon Valley Bank
DISCLAIMER:
This agenda may be subject to change for reasons outside of our control. Marcus
Evans, Inc. reserves the right to replace, substitute, or remove any speaker in the event
of an emergency or any unforeseen situation in which a confirmed speaker is unable
to attend the event. Marcus Evans, Inc. will make every effort possible to substitute
a speaker in this circumstance with an equally qualified professional for the confirmed presentation. However, Marcus Evans, Inc. does not guarantee the possibility
of replacement.

4. BUSINESS DEVELOPMENT PARTNER:
Fiserv (NASDAQ: FISV) is a leading global provider of information management and electronic commerce systems for the financial services
industry. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide, delivering technology solutions in five areas
of competence: Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization.
ASSOCIATION PARTNER:
ISPIM - International Society for Professional Innovation Management is a network of researchers, industrialists, consultants and public bodies who
share an interest in innovation management. Founded in 1983 by Professor Knut Holt in Norway, ISPIM is the oldest, largest and most active innovation
association in Europe. ISPIM produces scientific and educational material and events to help people understand and share thinking and experiences
on how individuals, organisations and society can be better organised to create and distribute new products, services and processes to make the world
a better place. For more information, please visit www.ispim.org.
MEDIA PARTNERS:
The Nilson Report is the most relevant and respected source of global news and analysis of the credit, debit and prepaid
card industry. The subscription newsletter provides proprietary statistics on the current status of the industry, as well as
concise company, personnel, and product updates. David Robertson, Publisher of the Nilson Report, is a recognized expert
in the field, and is a frequent speaker at industry conferences. Over 18,000 readers in 85 countries worldwide value The Nilson Report to track industry trends and market
information. For more information, please visit www.nilsonreport.com.
ISO&Agent is the merchant acquiring industry’s premier publication, combining timely news and articles on ways to boost revenue with
insightful and relevant analysis of long-term trends shaping the industry. ISO&Agent magazine and ISO&Agent Weekly reaches over 16,500
subscribers in the ISO market. Look no further than the leading industry publication to showcase your products and services to these
influential professionals. No other industry publication comes close to the breadth, depth and quality of our circulation. Please contact Hope Lerman
for advertising opportunities, at hope.lerman@sourcemedia.com or 312-475-0649.
futurethink helps unlock the innovation potential of your organization using a refreshing and simple approach. From our award-winning
library of innovation research and tools to our dynamic trainers that inspire entire organizations to think differently, we have
a diversity of offerings to meet the innovation needs of your organization.
Quirk’s Marketing Research Review is the only monthly print magazine, digital magazine, E-newsletter and online resource devoted entirely to
professionals responsible for conducting, coordinating and purchasing marketing research products and services. Designed to promote the
understanding, use and value of marketing research, its free resources include original articles on research techniques, case histories, news, survey
findings, global listings for conferences and jobs, dicussion forums and the most complete and up-to-date directories of market research product
and service companies. More than 135,000 professionals access Quirk’s resources every month. To get your own FREE access visit www.quirks.com.
The Paypers is the Netherlands-based leading independent source of news and intelligence for professionals in the global payment
community. Our products are aimed at merchants, payment services providers, processors, financial institutions, start-ups, technology vendors
and payment professionals and have a special focus on all major trends and developments in payments-related industries including online
and mobile payments, online/mobile banking, cards, cross-border e-commerce, e-invoicing and SEPA. We are also keen on keeping our
readership informed with regard to online fraud prevention innovations and the most significant trends in the e-identity space.
Everyone who travels knows that getting from here to there is often only possible when there is a convenient hub for making
connections. BankersHub was founded in 2012 by two financial services professionals dedicated to educating and informing banks,
credit unions, solution providers and consultants in the U.S. and around the globe.
American Banker is the leading information resource serving the banking and financial services community. Together, these
resources set the agenda for a fast-changing industry, keeping a close eye on large and small institutions, tracking traditional
and insurgent forces, parsing the business models of diversified and specialist players.