Mediacenter

As a business leader, you help pilot your organization. You have data that, like the instruments in a pilot’s cockpit, help you measure exactly how high, how fast, and in what direction your organization is flying. But if you don’t have access to all the information you need, you’ll find yourself flying blind to the opportunities and threats that constantly surround you. Business leaders who find themselves in this situation often lose their way—and risk taking their companies down with them.

You probably attend a fair number of conferences a year. Having something to take back to the office that recaps the event for you is just plain helpful. So we've created an Event Highlights Report that we hope gives you the basic information about who attended the event, what attendees were saying onsite, and some of the things we do to help make it a successful event. If you've never attended NetFinance, download this report to get a sense of what you're missing out on! Just click on the image to the left and you'll be directed to fill out a short form. Thanks for your patience!

In December of 2013, Worldwide Business Research presented a benchmarking questionnaire to a national audience of customer experience professionals. The goal of the survey was to shed light on current trends in customer experience culture, strategy and reporting. More specifically, the survey is intended to provide you with a better understanding of how your organization stacks up with respect to official job titles, length of time spent in customer experience roles, level of investment into customer experience departments, challenges customer experience professionals face, ability to get  funding for customer experience initiatives, KPI’s and more.

Why Attend NetFinance? High Value: 3 Days, 50 sessions, 60 Financial Services Speakers, 200 actionable takeaways Most Senior Conference In The Industry: 85% of speakers are at a VP level or above. Hear from the people making real decisions Highest Ratio Of FI’s To Vendors In The Industry: Meet and network with your peers by having at least 2 Financial Services executives to each solution provider The Most In-Depth Content: Addressed by the leading pioneers in the industry due to 9 months of research, organization & planning Ability To Set Up One To One Meetings With Speakers: Have your most pressing questions answered Wide Range Of FI’s Speaking & Represented On Each Panel: Enhanced diversity and learning from multiple institutions Private Roundtable Discussions For Each Industry: Tailored conversations specifically for your type of organizations without being pitche

The goal of the NetFinance Marketing Automation Trends survey was to understand where financial marketing executives stand on some of the banking industry’s biggest issues. Results of this study, revealed in the report, determine trends and pinpoint challenges to online marketing programs, as well as areas in need of further development and investigation. Respondents represented companies like BlackRock, Wells Fargo, AllState, Bank of America, Moven and more. Executives across the industry shared valuable insight into their marketing efforts to create an effective benchmark for the industry. The NetFinance Marketing Automation Report answers questions about: Marketing management across B2B and B2C companies Data segmentation Consolidating vendors and much more!

The team behind Worldwide Business Research’s NetFinance conference, with help from 16 top industry experts and Digital Management, Inc. (DMI), participated in a closed board room discussion at NetFinance 2013 to consider the future of financial services in a mobile world. They focused on four key areas: Building a Winning Mobile Strategy: It’s clear to all participants that mobile technologies are revolutionizing financial services. New Revenue Generation Models: As more traditional profit centers fight to break even, due to high branch costs and increased competition, many are eager to tap mobile for new revenue streams. Building Customer Loyalty Through Mobile: Mobile offers new opportunities to build customer intimacy and loyalty. A Coordinated Omni-Channel Approach: Creating a consistent user experience across channels while having content specific for each channel is recognized as vital to mobile success.

Click the image to the left to download the 2013 agenda.

In this exclusive presentation, Joanna Belbey, Social Media & Compliance Specialist at Actiance, discusses six principles for social success in financial services.

Understanding The New Consumer Journey To Design Your Touch Points & Create A Consistent Experience Across All Channels This session will cover: Requirements for companies meeting the needs of consumers in all channels Using the right data to determine how customers are interacting across mobile, social, display, email and the web to drive incremental sales Feeding this knowledge back into systems, processes, programs, policies, initiatives and procedures to strengthen your focus on the customer experience Getting to grips with the way customers will interact with financial services in 2014 and what you can do to prepare for this moving forward Four screen: How are Financial Institutions creating a great experience across mobile, tablet, TV and online? Key knowledge Partner: Creative Virtual

In this exclusive presentation, Neff Hudson, Assistant Vice President, Emerging Channels, USAA discusses mobile Wallet: The Battle Begins.

Efma promotes innovation in retail finance by fostering debate and discussion among peers supported by a robust array of information services and numerous opportunities for direct encounters. Efma was formed in 1971 by bankers and insurers to encourage their colleagues to share experiences, promote the best practices of their institution, and collaborate through alliances and partnerships. Through regular events, publications, and its comprehensive website, the association provides members with answers to their questions about developing financial products, successfully selling them, rebuilding the distribution network, managing customer relationships, and improving performance and profitability. Quite simply, there is nowhere else for such peer-to-peer exchanges and interactions in a setting removed from the pressures of commercial competition.

Customer Centric Banking