Patrizio Spagnoletto

In the past mobile app releases were done annually. Now they need to be quarterly or semi annually with pretty significant changes for customer demand, while having to manage huge regulatory and financial pressures. Therefore, how do you keep up with demand, while being restricted in terms of resources? How do you create more with less? This session will look at:
• Discovering what you should pull from the branch and take to mobile
• Investigating best practices to manage release cycles
• Determining how to keep up with iterations of smartphones operating systems, new technologies etc.
• Examining the role of innovation labs & how they can help you focus on bigger ticket items 2-3 years down the road
• Understanding the top 3 or 4 features/functionality you should focus on and how that will shift
• Finding out the nuances of iOS users and Android users and how you should adjust accordingly

How Do You Organize To Deliver A True Omni-Channel Experience? If you look at entire customer journey, what do you need to do to provide a genuine omni-channel journey? How are you organizing to win? In what way are customers interacting with you to help you do that? Where is the line between privacy and creating a useful, personalized experience to the customer? With an
incredible line-up of panelists, this session will investigate:

• When transforming your business to become truly omnichannel, how do you decide where to start?
• Discovering how to set up a multi-channel organization:
• Merging lines and customer cost through channels
• How do we create common objectives and organization goals?
• Customers doesn’t think in terms of channels- how do we make our organizational structure mirror this?
• How do you keep your customer at the heart of your change program, especially when their needs and expectations are changing even as your development is underway?
• As the type of devices used to access content increase year on year, how do you ensure that the customer's experience of your brand is consistently excellent?
• How are these organisations measuring across channels?
• How they are combining data?

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
Bank

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
Vance

4. Building The Business Case For Big Data Infrastructure
Investment
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