Home
overview
With the application of account aggregation it is possible to draw on the Internet to consolidate and present a complete picture of your online personal finance portfolio. This conference will look at how account aggregation works and explores the issues affecting the financial institutions, their customers, and the technology providers.

Account aggregation is a hotly debated topic and the attitudes towards it are changing. Quite simply, at the end of this event, you will return to your organisation with an expanded knowledge of account aggregation and will be able to implement what you have learned to exploit new and exciting opportunities.

Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Christopher Rawlins

Christopher Rawlins, Director, British Bankers' Association

9:10 OVERVIEW OF ACCOUNT AGGREGATION

Jonathan Booth

Jonathan Booth, Head of e-Commerce, Private Bank, Investec Bank

  • Drivers of financial management change
  • Consolidating and managing an online financial portfolio
  • Creating customer value and empowerment
  • Building on the customer’s trust
  • Leverage for services and products
  • 9:40 REGULATORY STANDARDS AND DEVELOPMENTS

    Katy Martin

    Katy Martin, Policy Advisor, Financial Services Authority

  • What kind of account aggregation services might trigger an authorisation requirement?
  • The FSA's approach to account aggregation
  • Issues for authorised firms wishing to undertake account aggregation
  • 10:20 CASE STUDY – CREATING OPEN FINANCE

    John Casson

    John Casson, Vice President, International, Yodlee

  • A vision of ‘Open Finance’ on the internet
  • Partnering to realise the vision
  • Creating a holistic and personalised transactional capability
  • Enabling the customer to act on analysis and advice
  • Direct data connections to financial institutions
  • Developing and growing European financial partnerships
  • 11:00 Morning Coffee

    11:20 RISKS AND REWARDS

    Graham Mott

    Graham Mott, Manager Partnerships and Strategy, cahoot

  • Moving at speed towards e-business
  • Retaining your existing customer base
  • Attracting new customers through new web offerings
  • Protecting the financial service provider’s reputation – fraud and transactions
  • Implementing new technologies and agreements
  • A new strategic focus
  • 12:00 CASE STUDY - DEVELOPING AN ONLINE AGGREGATION SERVICE

    Kristen Julbert

    Kristen Julbert, Vice President, eBusiness Development, ABN-AMRO North America

  • Researching aggregation services and consumer attitudes
  • Fears and concerns
  • The decision making process
  • Scheduling the launch
  • Outcome
  • The next step
  • 12:40 Lunch

    14:00 BEYOND ACCOUNT AGGREGATION

    Alan Routledge

    Alan Routledge, Business Development Director, Intuit Services Europe

  • Aggregation or aggravation?
  • The risk of new competitors
  • Cross-border aggregation
  • When the gold rush is over
  • Where next?
  • 14:40 EXCEEDING THE CUSTOMER’S ONLINE EXPECTATIONS

    L.Patrick Gardner

    L.Patrick Gardner, President and CEO, ByAllAccounts.com

  • Empowering the individual investor
  • Consolidating and organising personal finances for convenient viewing
  • Account access and detail
  • Customising the users experience
  • Offering analytical tools and portfolio management
  • Developments and possibilities for the future
  • 15:20 Afternoon Tea

    15:40 OPERATING A SAFE AND SECURE SITE

    Tim Dunn

    Tim Dunn, UK Business Development Manager, Baltimore Technologies

  • Storing and protecting sensitive financial information
  • Customer authentication methods
  • Problems for customer authentication
  • Protection from the hackers
  • Significance of digital signatures
  • Policy information flow into and out of an organisation
  • 16:20 THE TECHNOLOGY DRIVING ACCOUNT AGGREGATION

    Mike Dutton

    Mike Dutton, Vice President, Product Marketing, Financial Fusion

  • Account aggregation at the core of online financial services
  • The aggregation platform
  • Obtaining financial data from multiple formats and executing transactions
  • Using the Open Financial Exchange (OFX)
  • Providing a powerful set of financial management tools
  • 17:00 Chairman's Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Gerry O'Connor

    Gerry O'Connor, CEO, Aspect Software

    9:10 SHARING AND EXCHANGING FINANCIAL DATA

    Martin Davis

    Martin Davis, Managing Director, Corillian International

  • The current environment
  • Emerging standards in account aggregation
  • Business models for personal finance aggregation
  • Retrieving account information over the internet
  • Benefits to the financial institutions
  • Future trends
  • 9:40 CASE STUDY – MYNETWORTH

    Adam Taback

    Adam Taback, Vice President, Affluent Product Manager, Wachovia

  • Concept behind MyNetWorth
  • Opportunities for cross selling and retaining customers
  • Integrating the internet with the companies core business
  • Promoting the service
  • Ensuring expectations are maintained and increased
  • 10:20 TECHNOLOGY CONSIDERATIONS FOR IMPLEMENTING ACCOUNT AGGREGATION

    Rajiv Saxena

    Rajiv Saxena, President and CEO, ettache.com

  • Becoming the dominant hub for your customers
  • Types and capabilities of aggregation services
  • The technology driving account aggregation
  • Providing adequate security
  • Level of information provided to account aggregator
  • Potential and pitfalls for aggregating data
  • 11:00 Morning Coffee

    11:20 DELIVERING ACCOUNT AGGREGATION SOFTWARE

    Kent Miller

    Kent Miller, Chief Information Officer, Centura Bank

  • Integrating open finance applications
  • Delivering and bundling finance applications
  • Concerns for safety and security
  • Challenges to new entrants
  • 12:00 DELIVERING SECURE COLLABORATIVE FINANCIAL SERVICES

    Stephen Hunt

    Stephen Hunt, Chief Science Officer, Indicii Salus

  • Opportunities and requirements of aggregation services
  • Risks when delivering collaborative financial services
  • Consumer expectations and attitudes
  • Issues a service provider must address
  • Security architecutures to support account aggregation delivery
  • 12:40 Lunch

    13:40 SCOPE FOR AGGREGATING ONLINE INFORMATION

    Dinesh Sheth

    Dinesh Sheth, CEO, Founder, President, uMonitor

  • Technology driving aggregation
  • The process for aggregating online information
  • Protecting sensitive data
  • The tools to create a competitive advantage
  • New applications and wireless capabilities
  • European opportunities
  • 14:20 DESIGNING AN ONLINE FINANCIAL AGGREGATION SERVICE

    Roy Messing

    Roy Messing, Vice President Aggregation, CashEdge

  • Planning and designing the online service
  • Problems encountered and overcome
  • Providing adequate security and privacy
  • Simplifying management of personal finances
  • Leverage of funds transfer capability
  • Scope for account aggregation in Europe
  • 15:00 CASE STUDY - IMPLEMENTING ACCOUNT AGGREGATION AT KEYBANK

    Mickey Mencin

    Mickey Mencin, Senior Vice President, eCommerce Strategy Manager, KeyCorp

  • Understanding what account aggregation is, and who provides the service
  • Educating senior management and sales force
  • Listening to customer's insights
  • Launching the service
  • Lessons learned
  • Outlook for account aggregation in the UK
  • 15:40 Afternoon Tea

    16:00 ACCOUNT AGGREGATION CONSIDERATIONS FOR THE CARD PROVIDER

    Robin Cornell

    Robin Cornell, Industry Liaison Manager, Visa International Eu Region

  • Loyalty builder or solvent?
  • Consolidating all personal finances
  • Pitfalls of account aggregation
  • Cross selling opportunities for the card provider
  • Benefits of transactional activities and powerful financial management tools
  • Future for offering aggregation services
  • 16:40 EUROPEAN CHALLENGES FACING ACCOUNT AGGREGATORS

    Mark Compton-Hall

    Mark Compton-Hall, Innovation Consultant, IBM

  • The threat to the financial institution
  • Liability for account activities
  • Protecting the customer’s data
  • Weakening the financial institution’s control on branding
  • Adhering to regulatory terms and conditions
  • The online security concerns of European users
  • 17:20 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.