NetFinance 2014 (past event)

27 - 29 April, 2014

 Microsoft , Singapore, FL


Deborah Well

Director of E-Business
Harbor Capital Advisors
Deborah has been Director of E-Business at Harbor Capital Advisors, Inc. since 2002. Her current primary focus include e-marketing, CRM, Harbor's Institutional Website and research in market intelligence topics such as social media.

Most recently, Deb  hosted a webinar  "Twitter for Beginners" and presented at recent PAICR conferences on "Enhancing Your Brand – Making Social Media Work for You" and "Digital Strategy 101".  She is co-chair of PAICR’s marketing committee, working to expand their social media initiatives

Prior to joining Harbor, Deb was the Director of MIS at CDC IXIS Asset Management Intermediary Services, where she spent five years working with the sales CRM for the advisor, broker/dealer wrap, and retirement channels.  She was also responsible for all internal sales reporting, and developed and ran the group’s Institutional Web site.

Deb is a native Californian who graduated with a B.A. in English from Sonoma State University.  She has a Certificate in Network Administration from Boston University and attended the university’s Digital Filmmaking program through their Center for Digital Imaging Arts. Deb has also earned the Claritas® Investment Certificate.

16:55 Interactive Roundtable Discussions (Choose One)

This is your chance to be in a smaller, intimate group to discuss the
latest in mobile, disruptive technologies and organizational agility.
There will be 2x rotations for these roundtables.

1. How Does A Team Structure To Deliver A Faster, Better
Manner? Is It Agile Processing And Development? Can You
Deliver In That Method By More Of A Standard Project
Management Cycle?
Derrick R. Brooks, VP, Digital Solutions, Scottrade, Inc

2. A Multi-Channel, Omni-Channel Discussion: Optimize
Transactions And Establishing A Best Practice Approach To
Roadmap Planning Across Channels
Patrick Reetz, MD, Online and Mobile Banking US, BMO Harris

3. What Value Add Services Can Data Provide Us? How Can
We Translate Data In Revenue?
Sheri Taylor Gilchrist, VP, Director of Relationship Marketing, Eaton

4. Building The Business Case For Big Data Infrastructure
What’s The Tipping Point For It To Be Profitable? How Do You
Manipulate The Huge Amount Of Data To Translate It Into Useful
Information For The End User?
Senior Executive, To Be Announced

5. What Are The Latest Developments In Internal Collaborative
Tools To Boost Digital?
Dale Avery, AVP Enterprise Services, State Farm

6. What Emerging Social Media Channels Should You Be
Focused On?
Deborah Well, Director of E-Business, Harbor Capital Advisors

7. User-Centered Design
Jim Denton, VP Head of Experience Design, City National Bank

8. Meeting the Needs of the Omni-Channel Customers Through A Fragmented Environment of Delivery Systems
Jay Spahr, SVP, eCommerce, Salem Five

9. Shifting Brick & Mortar Establishments To Digital: How Do
You Overcome The Barriers?
Patrizio Spagnoletto, Head of Digital, Farmers Insurance

10. What Is Social Selling? Can Social Channels Actually Drive
Measurable Revenue?
Silu Modi, Head Social Sales COE, RBC

Check out the incredible speaker line-up to see who will be joining Deborah.

Download The Latest Agenda