Home
overview
Following the success of last year’s event, SMi’s returns to The Hatton with a two-day programme that will bring you up-to-date with the latest developments.

This conference will guide you through the issues you need to consider when implementing Account Aggregation. What are the main security issues? What service do customers want? What effect will the lack of a regulatory system have on the European financial service provider? You will find the answer to these questions and many others at this conference.

Key areas covered by the conference:

  • How Europe can learn from the USA
  • The implications for the financial service provider
  • Account Aggregation - the threats and opportunities
  • Best practice in Account Aggregation
  • Security issues
  • Key legal and public policy concerns and issues

Account Aggregation also offers you a chance to meet and network with leading industry figures, and is an excellent way to tap into the vast knowledge and expertise.

Key speakers include:

  • Tony Wood, Director of Communication, Virginmoney
  • Graham Mott, Head of Partnerships and Strategies, cahoot
  • Kent Miller, CIO - US Banking Operations, RBC Centura
  • Steve Gibson, Vice President, International , Yodlee

Register now to secure your place at this exciting event.

Conference programme

9:00 Registration & Coffee

9:30 Chairman's Opening Remarks

To be confirmed

To be confirmed, ,

9:40 CASESTUDY - MYNETWORTH

Adam Taback

Adam Taback, Vice President, Affluent Product Manager, Wachovia

  • The MyNetWorth concept
  • Integrating the internet with the company’s core buisness
  • Promoting the service, launching MyNetWorth is Europe?
  • Ensuring expectations are maintained and improved upon
  • How MyNetWorths experience can be transferred to those looking account aggregation in Europe
  • 10:20 YODLEE

    Steve Gibson

    Steve Gibson, Vice President, International, Yodlee

    11:00 Morning Coffee

    11:20 HOW TO WIN THE CUSTOMER

    David Slight

    David Slight, Industry Manager, Financial Services, Microsoft Limited UK

  • What do consumers want form an online relationship with their financial institution?
  • How is the Internet developing to reflect changing consumer behaviour?
  • How will financial institutions take advantage of the business opportunities in the next generation of the Internet
  • Will Europe be as quick to convert to Aggregation as the US?
  • Microsoft’s views on accommodating Account Aggregation online
  • The future for the European financial market
  • 12:00 WHAT THE CUSTOMER REALLY WANTS

    Derrick Brown

    Derrick Brown, Lead Analyst, Datamonitor

    12:40 Lunch

    14:00 RISKS AND REWARDS

    Graham Mott

    Graham Mott, Head of Partnerships and Strategy, cahoot

  • Moving at speed towards e-business
  • Retaining your existing customer
  • Attracting new customers through new web offerings
  • Using financial Supermarkets
  • Implementing new technologies
  • A new strategic focus
  • 14:40 ACCOUNTUNITY, CONVERGING PROMISES WITH REALITY

    Richard Brierly-Jones

    Richard Brierly-Jones, Sales and Marketing Director, Account Unity

  • E-CRM opportunities for service providers
  • Customer experiences in the UK
  • Service provider challenges
  • Beyond aggregation
  • 15:20 Afternoon Tea

    15:40 LEARNING FROM THE USA

    Penny Lipps

    Penny Lipps, Senior Director, BITS Financial Services, Roundtable USA

  • Drivers for aggregation - the ‘me too’ approach or value-adding approach?
  • Providing value for customers
  • Getting to grips with the true value of aggregation - an intimate understanding of your customers
  • Issues to be considered for successful implementation
  • Pitfalls to be avoided
  • The European Perspective
  • 16:20 DELIVERING ACCOUNT AGGREGATION SOFTWARE

    Kent Miller

    Kent Miller, CIO-US Banking Operations, RBC Centura

  • Integrating open finance applications
  • Delivering and bundling finance applications
  • Concerns for safety and security - are these justified?
  • Challenges to new entrants and how these can be overcome
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    9:00 Re-registration and Coffee

    9:30 Chairman's Opening Remarks

    Ashley Telford

    Ashley Telford, Vice President Business Development, Aspect Software International

    9:40 BEYOND AGGREGATION: INTERGRATION

    Ian Giles

    Ian Giles, Marketing Director, Corillian International

  • Benefits for the Financial Institution - single view of customer, wealth management and asset acquisition
  • Benefits for the consumer
  • Convenience, Control, Performance, Intelligence
  • Single sign-on and consolidated view of all asset and liabilities ( net worth)
  • Transactions, transfers, payments, links to other sites, mobile capabilities
  • Onlinebank.net - demonstrating the future use of aggregation
  • 10:20 ACCOUNT AGGREGATION IN THE EYE OF THE CONSUMER

    Monica Wilson

    Monica Wilson, Managing Consultant, Cap Gemini Ernst & Young

  • The consumer experience, trends and projections
  • The power of Aggregation - driving value on both sides of the equation
  • Evaluating the risks of not offering Aggregation services to your customers
  • Do portals and online providers have the potential for gaining consumer trust without prior financial relationships?
  • Implications for aggregators and non-aggregators - what advantages do the first movers have?
  • Is Aggregation a real source of competitive advantage or a driver of co-operation?
  • 11:00 Morning Coffee

    11:20 CASE STUDY - V-SAFE

    Tony Wood

    Tony Wood, Director of Communications, Virginmoney

  • The background to Virginmoney
  • Why Account Aggregation?
  • The customer perspective
  • The attraction to Virginmoney
  • The need for ‘responsible’ Aggregation
  • Some thoughts on likely customer take up
  • 12:00 TAKING AGGREGATION TO THE NEXT LEVEL

    Nigel Hopkinson

    Nigel Hopkinson, Chief Executive Officer, Tallero

  • The customer adoption of aggregation
  • The threats of the market and increased competition
  • Cross-boarder aggregation
  • The next step for Europe
  • 12:40 Lunch

    14:00 CASE STUDY - YAHOO! EUROPE

    Miguel Acosta

    Miguel Acosta, Strategic Development Director: Commerce, Yahoo! Europe

  • Portals creating value for financial institutions
  • Accommodating personalisation, empowering through choice
  • Security and data concerns. SSL encryption and the ‘security key’
  • Is Europe ready for an aggregated financial service
  • The future of Yahoo! Europe and Account Aggregation
  • 14:40 BEST PRACTICES IN ACCOUNT AGGREGATION

    Ed Bowie

    Ed Bowie, Senior Financial Analyst, Gomez UK

  • Examining the market, customer adoption and expectation
  • The Gomez Aggregation Scorecard, benchmarking the services
  • Elements of quality in account aggregation
  • Placing Aggregation in context, how it will persist and interact with other developing technologies
  • What applications lie beyond current Aggregation capabilities?
  • Future benefits of Aggregation and stages of development
  • 15:20 Afternoon Tea

    15:40 KEY LEGAL AND PUBLIC POLICY CONCERNS AND ISSUES ASSOCIATED WITH AGGREGATION

    Catrin Turner

    Catrin Turner, Partner, H2O Media and Intellectual Property Lawyers

  • Aggregation and legal responsibility for privacy, security and service delivery
  • Reputation management, brand licensing and policing your brands
  • European e-commerce rules and best practice
  • Account opening and money laundering checks
  • Responsibility of errors, who owns the rights to the data - Who will be liable if loss occurs?
  • How to address the legal, regulatory and policy issues that are arising form Aggregation services.
  • 16:20 PANEL DISCUSSION

    17:00 Chairman's Closing Remarks and Close of Conference

    +

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

    Title

    SubTitle
    speaker image

    Content


    Title


    Description

    Download


    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

    Event Title

    Headline

    Text
    Read More

    I would like to speak at an event

    I would like to attend an event

    I would like to sponsor/exhibit at an event

    SIGN UP OR LOGIN

    Sign up
    Forgotten Password?

    Contact SMi GROUP LTD

    UK Office
    Opening Hours: 9.00 - 17.30 (local time)
    SMi Group Ltd, 1 Westminster Bridge Road, London, SE1 7XW, United Kingdom
    Tel: +44 (0) 20 7827 6000 Fax: +44 (0) 20 7827 6001
    Website: http://www.smi-online.co.uk Email: events@smi-online.co.uk
    Registered in England No: 3779287 VAT No: GB 976 2951 71




    Forgotten Password

    Please enter the email address you registered with. We will email you a new password.