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Financial Multi Channel Delivery Systems aims to look at the different delivery channels that are available, and how they fit into the overall strategy of a Financial Service Institution. The implementation of a new delivery system is not sufficient, as financial service organisations need to ensure that all methods of distribution are adding value.

There are various delivery channel systems, some traditional such as Bank Branches, ATM’s and some more innovative methods such as Digital TV and mobile phones. These numerous delivery channels are aimed to reach different targeted audiences. This event explores how delivery channels can be streamlined to go with products i.e. Mortgages and the Internet.

The purpose of this event is to provide information to finance industry leaders regarding Multi channel developments, which channels can work together for added value and the optimal combination of channels for financial products and services.

Financial Multi Channel Delivery Systems is organised and produced by SMi: we specialise in providing senior executives with timely, strategic and focused up to date information. SMi conferences are leading-edge business events offering delegates the opportunity to meet senior industry figures and seek their advice and opinions.

Please register now to guarantee your place at this important conference.

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Peter Hirsch

Peter Hirsch, Managing Director, Retail Banking Research

9:10 MULTI CHANNEL MIX IN THE 21ST CENTURY

Jonathan Penny

Jonathan Penny, Head of Corporate Intelligence - RFS Transformation Planning, Barclays Bank

  • The growing need for faster, automated banking methods
  • 24 hour banking: Have access to your financial details whenever you want
  • Advantages and disadvantages of the traditional and newer banking methods
  • Using technology to improve the branch network
  • Internet Banking, TV Banking, mobile banking, where and what next?
  • Implementing a strategy to ensure survival in a highly competitive financial market
  • 9:40 ONLINE BANKING

    Graham Mott

    Graham Mott, Manager, Partnerships and Strategy (Cahoot), Abbey National

  • Co ordination across Channels
  • WAP US. PDA
  • Open Finance
  • How far can you stretch partnerships?
  • 10:20 CASE STUDY: CUSTOMER LOYALTY AT THE WOOLWICH

    Ian Jackson & Mark Glithero

    Ian Jackson & Mark Glithero, Head of Segment Management & Regional Manager, Corporate Business, The Woolwich

  • Helping customers manage their money better
  • ‘Open Plan’ - The way forward for the Woolwich
  • Multi channel strategy - combining e-channels with branches
  • Building and developing long term relationships with intermediaries
  • An insight into knowledge sharing, using CRM systems
  • The implementation & use of ‘Avenue’ the CRM system at the Woolwich
  • 11:00 Morning Coffee

    11:20 CHANNEL INTEGRATION AND DIRECT DISTRIBUTION

    Martin Hall

    Martin Hall, Head of Direct Distribution, Liverpool Victoria Group

  • Why do financial service organisations need Channel Integration?
  • Single Delivery channels: Are they better than Multi Channels?
  • An evaluation of Direct distribution methods
  • The correct combination of delivery channels
  • Customer feedback as a method to evaluate your delivery channel
  • Bringing all distribution methods together to ensure channel integration and optimisation is achieved
  • 12:00 WAP TECHNOLOGY

    Edward Brooks

    Edward Brooks, Head of Direct Retailing, National Australia Group Europe

  • The World wide wireless web and the impact for Financial Service Organisations
  • The state of the WAP market in relation to the financial services industry
  • WAP as the source of strategic advantage for financial services
  • An analysis of mbanking and internet banking
  • What are the true costs and true returns on both methods?
  • Successful integration and effectiveness of different delivery channels
  • 12:40 Lunch

    14:00 INTERNATIONAL MULTI CHANNEL DELIVERY SYSTEMS

    Mark Compton-Hall

    Mark Compton-Hall, Innovation Consultant, IBM Global Services

  • The electronic world is international: Are global delivery systems a necessity?
  • Thinking about international business processes needed to back up e-commerce
  • Delivering products and services in a world without geographic boundaries
  • New channels suited to e-commerce; Understanding the e-commerce consumer
  • The main steps in setting up global delivery channels for e-commerce
  • Integrating the mix of delivery channels
  • 14:40 DELIVERING ON LINE MORTGAGES AT FUTURE MORTGAGES

    Michael Bolton

    Michael Bolton, Marketing Manager, Future Mortgages

  • The mortgage market - slow to respond to technology
  • Opportunities for the grabbing
  • Differentiating between b2b and b2c mortgage delivery mechanisms
  • The vital components for an interactive lenders web site for b2b use.
  • Maximising the online option for distributing niche mortgage products
  • Alternative delivery channels available for mortgage distribution
  • 15:20 Afternoon Tea

    15:40 CHANNEL INTEGRATION

    Arnold Drenth

    Arnold Drenth, Financial Services Programme Manager, ICL

  • Why more delivery channels should not mean more delivery systems
  • The drive to provide new delivery mechanisms in contracting timeframes
  • Expectations of new channels
  • The need to exploit existing investment in providing new channels
  • 16:20 MCOMMERCE INTEGRATED WITH ECOMMERCE

    Steven Slack

    Steven Slack, Business Development Consultant, Financial Services Sector, BT

  • Financial services moving from branches to Ecommerce and Mcommerce banking methods
  • The impact of ecommerce on internet banking and mbanking
  • Consumer finance and the role of Ecommerce in providing a financial service
  • Can mcommerce work alongside ecommerce?
  • Providing a secure interface between the bank and the mobile operator
  • The future with mcommerce
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Gary Cooper

    Gary Cooper, Senior Manager, Cap Gemini Ernst & Young

    9:10 SUCCESFULLY INTEGRATING THE BRANCH

    Peter O’Malley

    Peter O’Malley, Senior Partner, Financial Design Partnership

  • The rise of the direct channel: trends in self-service channel design. Some successful traditional locations
  • The importance in developments of the branch
  • The international trend towards in-store banks: some examples
  • The automated branch; Understanding what self-service customers want from delivery channels
  • Feedback on customer responses to emerging channels
  • Successfully integrating the branch with other channels such as ATM’s and Kiosks
  • 9:40 OFFSHORE AND INTERNET BANKING WITH FSHARP BANK

  • An introduction to Offshore Internet Banking.
  • The importance of speed, for Fsharp Customers
  • Is internet banking more cost efficient?
  • Customer expectations of offshore internet banking methods
  • The need to exploit internet banking methods
  • Ian Montgomery

    Ian Montgomery, Managing Director, Fsharp Bank

    Ian Montgomery

    Ian Montgomery, Managing Director, Fsharp Bank

    10:20 UNDERSTANDING AND MEETING CONSUMER NEEDS

    Gary Hurry

    Gary Hurry, Marketing Media Manager, Winterthur Life

  • The emergence of new business channels
  • Changing consumer attitudes and lifestyle
  • Is technology emerging at the right pace?
  • Channel integration
  • The importance of market segmentation and brand strategy
  • Tomorrows winners and losers
  • 11:00 Morning Coffee

    11:20 INTEGRATING THE NEXT STEP-WAP FOR FINANCIAL INSTITUTIONS

    Jonathan Dolden

    Jonathan Dolden, WAP Consultant, RTSE

  • The state of the WAP market in relation to the financial services industry
  • Introduce the best possible flexible options for accessing applications and financial data
  • Address the challenges of developing and delivering WAP-enabled applications
  • The types of WAP applications that are available to financial service organisations
  • The importance of integrating new delivery mechanisms, such as WAP technology
  • Managing these applications alongside your traditional finance web-centric, browser based systems
  • 12:00 ‘ATM’S ON STERIODS’-THE EMERGENCE AND POTENTIAL OF ATM/KIOSK HYBRIDS

    Chris Paul

    Chris Paul, Director of International Strategic Alliances, Head of ATM Coverage, American Express

  • The state of Amex’s ATM businesses around the world
  • Recent growth in the company’s US proprietary ATM network
  • Key business drivers
  • Key operational challenges
  • ‘ATMs on Steriods’-the future ?
  • Is the US the model for other markets?
  • 12:40 Lunch

    14:00 MULTI CHANNEL DELIVERY SYSTEMS

    Nigel Spear

    Nigel Spear, Business Manager, Brokat

  • An overview of electronic sales channels available for financial service organisations
  • The increasing pressures for automated delivery channels; Multi Channel transactions
  • Secure interfaces working alongside channel delivery systems
  • Platform integration for delivery channels
  • Improving Customer Relationship Management
  • The next step? Future considerations for Multi Channel Delivery Systems
  • 14:40 INSURANCE DELIVERY

    Andy Stephens

    Andy Stephens, Electronic Commerce Manager, Zurich Financial Services

  • Examining current direct and inter-mediated ecommerce activity in the UK
  • What makes a successful web site for insurance delivery?
  • Varying delivery channel opportunities for b2b distribution
  • Advantages for businesses using E-insurance methods
  • Experiences and successes to date
  • The future of insurance delivery and distribution
  • 15:20 Afternoon Tea

    15:40 THE FUTURE OF E-PAYMENTS

    Mikko Kaarela

    Mikko Kaarela, Senior Business Development Manager EMEA, Mondex International

  • Payment trends and business requirements in real and virtual worlds
  • Payment products and their inter-relationships in smartcard era
  • Developing a product portfolio for new economy - in today’s world
  • Multiple application card as business enabler
  • The smartcards of the future - case examples
  • 16:20 THE MULTI-CHANNEL FINANCIAL SERVICES DISTRIBUTION MIX

    Clive McNamara

    Clive McNamara, Marketing Director, AIT Group

  • The relationship of delivery with other channels including WAP, interactive TV and Internet
  • The benefits of channel integration
  • Current and future trends and take-up
  • Who’s doing what in financial services
  • 17:00 Chairman's Closing Remarks and Close of Conference

    +

    Workshops

    Implementing & Integrating WAP technology
    Workshop

    Implementing & Integrating WAP technology

    The Hatton, at etc. venues
    13th October 2000
    London, United Kingdom

    Implementing & Integrating WAP technology
    Workshop

    Implementing & Integrating WAP technology

    The Hatton, at etc. venues
    13th October 2000
    London, United Kingdom

    Implementing & Integrating WAP technology
    Workshop

    Implementing & Integrating WAP technology

    The Hatton, at etc. venues
    13th October 2000
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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