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VISIBLE BANKING WORKSHOP SERIES
              Social Media and Finance
                                                                          11 June 2010, Madrid




   In just one day find out how the highly regulated financial industry leverage social media

   Explore

       Best practices worldwide from banks, financial services firms, fund managers and insurance companies:
        twitter & micro-blogging, social networking & online communities, brand monitoring, blogging and video
       Find out about the new business models and key emerging trends which will impact customer expectations
       Senior executives embrace social media to show transparency and drive customer & employee advocacy
       Quick wins to give more exposure to your social media initiatives, drive more engagement and activity
       Identify your influencers, detractors and advocates, and successfully engage with them online
       Start where it makes sense: don’t reinvent the wheel, tap into the most popular social media sites first
       Social media: your best shot at customer facing innovation in the current economy
www.visible-banking.com           Email: events@visible-banking.com            Tel: +44 (0)7736446357
VISIBLE BANKING WORKSHOP SERIES
Social Media and Finance
11 June 2010, Madrid

The aim of this new one-day           8:00 Registration, Networking and refreshments
workshop is to apprehend the
impact of the boom in social
media and to analyse its strate-      9:00 Welcome and Opening Remarks
gic and practical implications.       Christophe Langlois
The event will be highly interac-     CEO and Founder of Visible Banking
tive to facilitate exchanges of
information and ideas between         9:05 Overview of Social Media in Banking & Financial Services
a limited audience of senior
banking, financial services, and      The latest version of the industry leading presentation on social media in
insurance professionals.              finance delivered by Christophe Langlois at 30+ events in over 10 countries.
How the Social Media Workshop             Why it became a risk to avoid social interaction
will Benefit You & What Makes it          Demonstrate the power of social media with examples from HSBC, Bank
Unique                                     of America, Manu Life or Citi
 Cover all the key areas of social       Don’t re-invent the wheel or spend too much money too soon
  media in just 1 day                     Your key goals: convince and REWARD your users
 Get real, practical training and
                                          Senior Executives: your ultimate social media champions
  ideas you can apply directly
 Focus on the Banking industry:
  Learn how social media has          9:30 Expectations & Guidelines
  worked (or not worked) for
  other banks and financial ser-
                                      Here we will share some of the key insights from the Visible Banking Social
  vices firms around the world        Media Watch series to help you better manage your expectations and suc-
 Access the unique insights          cessfully leverage the most popular social media channels, and take your ex-
  from the Visible Banking SM         isting initiatives to the next level.
  Watch Series: tracking 2,000+           Twitter: 1,150+ accounts tracked in 60 countries
  initiatives in 60 countries
                                           Background - Content & Following Strategy - KYF - Twitter Lists
 Find out about emerging trends
  and innovative services                 Blogs: 200+ blogs tracked in 20 countries
 Take your existing initiatives to        Platform - Content Strategy - Contributors - Engagement - Promotion
  the next level: identify some           Facebook: 340+ pages, groups and apps tracked in 50 countries
  quick wins that are easy to              Hot topics - Call to action - Competitions - Customer feedback
  implement
 Christophe Langlois is one of       11:20 Coffee and tea break
  the most experienced speakers
  on social media in finance:
  Since 2007, he has contributed      11:40 Innovation, New Business Models & Enablers
  to 30+ events in 10 countries.
                                      How much do you know about the most promising start-ups in online finance,
 Network with your peers: the
  small group of delegates will
                                      or the key players in Peer-2-Peer Lending or Personal Finance Manage-
  consist of Finance pros only        ment? Are they disruptors or enablers for your business? How could you suc-
                                      cessfully provide a meaningful service on top of existing communities or ser-
Who should attend                     vices like twitter without re-inventing the wheel?
Presidents, SVP, AVP, Heads,
MDs, Directors or Managers in:            Overview of the P2P lending and the PFM spaces
Business                                  How familiar are you with SmartyPig which is one of the most innovative
Retail Banking, Commercial                 web 2.0 online financial services?
Banking, Investment Banking,              Smaller, more targeted communities: aggregating insightful content and
Fund management, Insurance                 identifying the most relevant contributors on large trusted communities
Internet Channel                           will become more and more useful in a world where we are constantly
Online Banking, Online Sales,
                                           overflowed with information
eCommerce, eBusiness
Marketing
Digital Marketing,
Online Marketing, Social Media
Brand, Communication
Customer Service
Innovation & Research

 www.visible-banking.com                  Email: events@visible-banking.com         Tel: +44 (0)7736446357
VISIBLE BANKING WORKSHOP SERIES
Social Media and Finance
11 June 2010, Madrid

                                                                                        Location and Travel
                                                                                        This event will take place in Cen-
    12:30 Lunch Break
                                                                                        tral Madrid. Full and detailed
                                                                                        joining instructions with trans-
    13:30 Best Practices                                                                port information and a map will
                                                                                        be sent to all delegates.
    Very few financial institutions have a dedicated team to drive their social me-
    dia initiatives, fewer have put together an integrated social media strategy.       Custom & Internal Workshops
    Find out which financial institutions, fund management firms or insurance           Please note that we also deliver
    companies have been the most active, the most successful, or the smartest           internal workshops and semi-
                                                                                        nars and facilitate brainstorming
    in leveraging social media. We will also present initiatives which failed.
                                                                                        sessions on your premises.
    We will review initiatives:                                                         The content and length of those
                                                                                        sessions are totally bespoke
       Driving customer or employee advocacy                                           dependent on your needs: from
       Establishing the financial institution as an ambassador for a sector            a 1h overview of social media in
       With a different focus: from HR, Business, to customer support                  Finance with your Senior Execu-
       Supporting brand values, charity work, sport sponsoring or CSR                  tives, to a day of twitter training
       Targeting B2C or B2B                                                            with your customer service rep-
       Depending on the mix in the audience and the expectations from the              resentatives.
        delegates, we will focus on a few examples of financial institutions which      Press
        could include: Allstate, American Express, Bank of America, BBVA, BNP           Check our articles in some of the
        Paribas, Caja Navarra, Credit Agricole, Fidelity, First direct, ING Direct,     industry leading magazines and
        Rabobank, Societe Generale, UBank, USAA, Vanguard or Wells Fargo.               online resources such as
                                                                                        emarketer, IWR or the EFMAG.
    14:30 Coffee and tea break                                                          The Aim of Visible Banking
                                                                                        At Visible Banking, we are
    14:45 Discussion Panel - Talking about Risk & Compliance, ROI & UGC                 focused on driving brand advo-
                                                                                        cacy as well as customer & em-
    We will give the audience a unique opportunity to ask their questions about         ployee engagement online.
    social media to some of their most experienced industry peers.                      We help our clients to start
                                                                                        where it makes sense, take their
    Confirmed guests:                                                                   social media initiatives to the
                                                                                        next level, give more visibility to
     Pol Navarro, Head of Direct Channels & Innovation at Banco Sabadell               their content, urge people to
     Jose Antonio Gallego, Online Community Manager at BBVA                            contribute, and change their
     Reyes Bolumar, Directora de Comunicación y de Canales Interactivos                brand perception online.
       at Inversis Banco                                                                Visible banking is the leading
                                                                                        independent blog 100% focused
     Jesus Perez, CEO at Financialred.com                                              on social media in finance.
                                                                                        Christophe Langlois Profile
    16:50 Closing remarks
                                                                                        In late 2008, Christophe left his
                                                                                        Senior Innovation Manager role
                                                                                        at Lloyds TSB, now the largest
                                                                                        banking group in the UK, to
                                                                                        focus on his passion for social
                                                                                        media and people engagement.
                                                                                        He now helps financial institu-
                                                                                        tions worldwide to better under-
                                                                                        stand & leverage social media.
                                                                                        Christophe is a thought leader
                                                                                        and strong advocate for social
                                                                                        media, an active blogger and a
                                                                                        regularly requested speaker.

                                                                                        Connect with Christophe on
                                                                                        linkedin, twitter, and facebook.

 www.visible-banking.com            Email: events@visible-banking.com             Tel: +44 (0)7736446357
Yes, I want to attend the Visible Banking Workshop: Social Media
              and Finance in Madrid on 11 June 2010
                                                             Early Bird 20% discount                        Regular Price
                                                             (by 19 May 2010)                               (after 19 May 2010)
 Regular Price 1– 2 delegates                                €636.00                                       €795.00
 Regular Price 3+ delegates                                  €477.00                                       €596.25
                          A limited amount of complimentary passes will be available for bloggers and press.
                                                 Please contact us for availability.

 Mr/Mrs/Miss/Ms/Dr                                      First Name                                               Terms and conditions
                                                                                                                 Cancellations in writing 14 days before
                                                                                                                 the event will be refunded, less an
 Last Name                                                                                                       administrative charge of €50.00.
                                                                                                                 We regret that cancellations after this
                                                                                                                 date cannot be refunded. Delegates
 Position/Job Title                                    Department                                                may be substituted at any time.
                                                                                                                 All fees are payable in advance of
                                                                                                                 the conference. Delegates who have
 Company/Organisation
                                                                                                                 not paid prior to the conference date
                                                                                                                 will be required to provide credit card
 Address line 1                                                                                                  details or supply a company cheque
                                                                                                                 at registration on the morning of the
                                                                                                                 conference, or they may be refused
 Address line 2                                        Country                                                   admission. Delegates unable to attend will
                                                                                                                 receive a copy of the conference Docu-
                                                                                                                 mentation upon request.
 Town Postcode / Zip code                                                                                        Visible Media reserves the right to alter
                                                                                                                 the programme.

 Email                                                                                                           Sponsorship
                                                                                                                 For sponsorship opportunities, please
                                                                                                                 call Christophe on +44(0)7736446357
 Tel                                                   Fax

                                                                                                                 Data Protection
 Primary Business Activity                                                                                       The data you provide will be
                                                                                                                 safeguarded by Visible Media, who may
                                                                                                                 use it to keep you informed of relevant
 Any dietary requirements                                                                                        products and services. If you prefer not to
                                                                                                                 receive these messages, please tick the
 Signature                                                                                                       box:   


 How many additional delegates:

 1         2          3       4      5        6        7         8       9        10

 Please attach all additional delegate details including full name, job title, company and contact email.


                                                                                                                 Visible Media Ltd
                                                                                                                 7 Elm Court
                                                                                                                 Admiral Walk, Carlton Gate
 Payment Details                                                                                                 London
 Invoice me Paypal                     Cheque enclosed (Payable to Visible Media Ltd)                         W9 3TZ
                                                                                                                 UK
 Where to send invoice or receipt (contact name and address) if not delegate
 Address

 City                                Postcode/Zip code                            Country                        Event production by:


 PO Number




www.visible-banking.com                               Email: events@visible-banking.com                       Tel: +44 (0)7736446357

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Visible banking workshop program social media and finance-madrid- reyes bolumar

  • 1. VISIBLE BANKING WORKSHOP SERIES Social Media and Finance 11 June 2010, Madrid In just one day find out how the highly regulated financial industry leverage social media Explore  Best practices worldwide from banks, financial services firms, fund managers and insurance companies: twitter & micro-blogging, social networking & online communities, brand monitoring, blogging and video  Find out about the new business models and key emerging trends which will impact customer expectations  Senior executives embrace social media to show transparency and drive customer & employee advocacy  Quick wins to give more exposure to your social media initiatives, drive more engagement and activity  Identify your influencers, detractors and advocates, and successfully engage with them online  Start where it makes sense: don’t reinvent the wheel, tap into the most popular social media sites first  Social media: your best shot at customer facing innovation in the current economy www.visible-banking.com Email: events@visible-banking.com Tel: +44 (0)7736446357
  • 2. VISIBLE BANKING WORKSHOP SERIES Social Media and Finance 11 June 2010, Madrid The aim of this new one-day 8:00 Registration, Networking and refreshments workshop is to apprehend the impact of the boom in social media and to analyse its strate- 9:00 Welcome and Opening Remarks gic and practical implications. Christophe Langlois The event will be highly interac- CEO and Founder of Visible Banking tive to facilitate exchanges of information and ideas between 9:05 Overview of Social Media in Banking & Financial Services a limited audience of senior banking, financial services, and The latest version of the industry leading presentation on social media in insurance professionals. finance delivered by Christophe Langlois at 30+ events in over 10 countries. How the Social Media Workshop  Why it became a risk to avoid social interaction will Benefit You & What Makes it  Demonstrate the power of social media with examples from HSBC, Bank Unique of America, Manu Life or Citi  Cover all the key areas of social  Don’t re-invent the wheel or spend too much money too soon media in just 1 day  Your key goals: convince and REWARD your users  Get real, practical training and  Senior Executives: your ultimate social media champions ideas you can apply directly  Focus on the Banking industry: Learn how social media has 9:30 Expectations & Guidelines worked (or not worked) for other banks and financial ser- Here we will share some of the key insights from the Visible Banking Social vices firms around the world Media Watch series to help you better manage your expectations and suc-  Access the unique insights cessfully leverage the most popular social media channels, and take your ex- from the Visible Banking SM isting initiatives to the next level. Watch Series: tracking 2,000+  Twitter: 1,150+ accounts tracked in 60 countries initiatives in 60 countries Background - Content & Following Strategy - KYF - Twitter Lists  Find out about emerging trends and innovative services  Blogs: 200+ blogs tracked in 20 countries  Take your existing initiatives to Platform - Content Strategy - Contributors - Engagement - Promotion the next level: identify some  Facebook: 340+ pages, groups and apps tracked in 50 countries quick wins that are easy to Hot topics - Call to action - Competitions - Customer feedback implement  Christophe Langlois is one of 11:20 Coffee and tea break the most experienced speakers on social media in finance: Since 2007, he has contributed 11:40 Innovation, New Business Models & Enablers to 30+ events in 10 countries. How much do you know about the most promising start-ups in online finance,  Network with your peers: the small group of delegates will or the key players in Peer-2-Peer Lending or Personal Finance Manage- consist of Finance pros only ment? Are they disruptors or enablers for your business? How could you suc- cessfully provide a meaningful service on top of existing communities or ser- Who should attend vices like twitter without re-inventing the wheel? Presidents, SVP, AVP, Heads, MDs, Directors or Managers in:  Overview of the P2P lending and the PFM spaces Business  How familiar are you with SmartyPig which is one of the most innovative Retail Banking, Commercial web 2.0 online financial services? Banking, Investment Banking,  Smaller, more targeted communities: aggregating insightful content and Fund management, Insurance identifying the most relevant contributors on large trusted communities Internet Channel will become more and more useful in a world where we are constantly Online Banking, Online Sales, overflowed with information eCommerce, eBusiness Marketing Digital Marketing, Online Marketing, Social Media Brand, Communication Customer Service Innovation & Research www.visible-banking.com Email: events@visible-banking.com Tel: +44 (0)7736446357
  • 3. VISIBLE BANKING WORKSHOP SERIES Social Media and Finance 11 June 2010, Madrid Location and Travel This event will take place in Cen- 12:30 Lunch Break tral Madrid. Full and detailed joining instructions with trans- 13:30 Best Practices port information and a map will be sent to all delegates. Very few financial institutions have a dedicated team to drive their social me- dia initiatives, fewer have put together an integrated social media strategy. Custom & Internal Workshops Find out which financial institutions, fund management firms or insurance Please note that we also deliver companies have been the most active, the most successful, or the smartest internal workshops and semi- nars and facilitate brainstorming in leveraging social media. We will also present initiatives which failed. sessions on your premises. We will review initiatives: The content and length of those sessions are totally bespoke  Driving customer or employee advocacy dependent on your needs: from  Establishing the financial institution as an ambassador for a sector a 1h overview of social media in  With a different focus: from HR, Business, to customer support Finance with your Senior Execu-  Supporting brand values, charity work, sport sponsoring or CSR tives, to a day of twitter training  Targeting B2C or B2B with your customer service rep-  Depending on the mix in the audience and the expectations from the resentatives. delegates, we will focus on a few examples of financial institutions which Press could include: Allstate, American Express, Bank of America, BBVA, BNP Check our articles in some of the Paribas, Caja Navarra, Credit Agricole, Fidelity, First direct, ING Direct, industry leading magazines and Rabobank, Societe Generale, UBank, USAA, Vanguard or Wells Fargo. online resources such as emarketer, IWR or the EFMAG. 14:30 Coffee and tea break The Aim of Visible Banking At Visible Banking, we are 14:45 Discussion Panel - Talking about Risk & Compliance, ROI & UGC focused on driving brand advo- cacy as well as customer & em- We will give the audience a unique opportunity to ask their questions about ployee engagement online. social media to some of their most experienced industry peers. We help our clients to start where it makes sense, take their Confirmed guests: social media initiatives to the next level, give more visibility to  Pol Navarro, Head of Direct Channels & Innovation at Banco Sabadell their content, urge people to  Jose Antonio Gallego, Online Community Manager at BBVA contribute, and change their  Reyes Bolumar, Directora de Comunicación y de Canales Interactivos brand perception online. at Inversis Banco Visible banking is the leading independent blog 100% focused  Jesus Perez, CEO at Financialred.com on social media in finance. Christophe Langlois Profile 16:50 Closing remarks In late 2008, Christophe left his Senior Innovation Manager role at Lloyds TSB, now the largest banking group in the UK, to focus on his passion for social media and people engagement. He now helps financial institu- tions worldwide to better under- stand & leverage social media. Christophe is a thought leader and strong advocate for social media, an active blogger and a regularly requested speaker. Connect with Christophe on linkedin, twitter, and facebook. www.visible-banking.com Email: events@visible-banking.com Tel: +44 (0)7736446357
  • 4. Yes, I want to attend the Visible Banking Workshop: Social Media and Finance in Madrid on 11 June 2010 Early Bird 20% discount Regular Price (by 19 May 2010) (after 19 May 2010) Regular Price 1– 2 delegates €636.00 €795.00 Regular Price 3+ delegates €477.00 €596.25 A limited amount of complimentary passes will be available for bloggers and press. Please contact us for availability. Mr/Mrs/Miss/Ms/Dr First Name Terms and conditions Cancellations in writing 14 days before the event will be refunded, less an Last Name administrative charge of €50.00. We regret that cancellations after this date cannot be refunded. Delegates Position/Job Title Department may be substituted at any time. All fees are payable in advance of the conference. Delegates who have Company/Organisation not paid prior to the conference date will be required to provide credit card Address line 1 details or supply a company cheque at registration on the morning of the conference, or they may be refused Address line 2 Country admission. Delegates unable to attend will receive a copy of the conference Docu- mentation upon request. Town Postcode / Zip code Visible Media reserves the right to alter the programme. Email Sponsorship For sponsorship opportunities, please call Christophe on +44(0)7736446357 Tel Fax Data Protection Primary Business Activity The data you provide will be safeguarded by Visible Media, who may use it to keep you informed of relevant Any dietary requirements products and services. If you prefer not to receive these messages, please tick the Signature box:  How many additional delegates: 1 2 3 4 5 6 7 8 9 10 Please attach all additional delegate details including full name, job title, company and contact email. Visible Media Ltd 7 Elm Court Admiral Walk, Carlton Gate Payment Details London Invoice me Paypal Cheque enclosed (Payable to Visible Media Ltd) W9 3TZ UK Where to send invoice or receipt (contact name and address) if not delegate Address City Postcode/Zip code Country Event production by: PO Number www.visible-banking.com Email: events@visible-banking.com Tel: +44 (0)7736446357