Account Aggregation for Financial Services

Venue: Le Meridien Piccadilly

Location: London, United Kingdom

Event Date/Time: Jul 09, 2002
Report as Spam


09.15 Chairman’s Introduction and Goal Setting
This introductory session will give attendees the opportunity to define their objectives for the conference. It will highlight issues of primary importance to delegates, and act as a reference point and focus during the day.
Mark Jeffries, Economist, Broadcaster & Media Consultant

09.25 Aggregation technologies: A review of the current landscape
· Introduction - US/UK/ASIA update
· What is aggregation and what are the benefits to providers & consumers?
· Alternative solutions and the associated merits, cost, risks, timescales, CRM integration issues
· Maximising the ROI (external and internal costs, revenue opportunities)
· Looking to the future, including EBPP vs aggregation
Steve Gibson, Director, END2END VIEW

10.00 Aggregation, has the time come?
· What do customers want?
· Can you make this a compelling proposition?
· What’s in it for the banks?
· Abbey National's view
· cahoot's position
· The future
Graham Mott, Manager Partnerships & Strategy, CAHOOT

10.35 Morning networking break & coffee

10.55 Case-study: Citibank’s “My Accounts”
· Launching Citibank's My Accounts
· First Mover advantage?....reviewing the current status
· A tool for acquisition or CRM?
· The customer view
· Where to from here?
Jonathan Mindell, Sales & Marketing Director, CITIBANK

11.30 Case-study:
· Why are we offering Account Aggregation?
· What are the user benefits of the service?
· Why will Account Aggregation be different in the UK?
· Drivers of ROI
· Offering users market comparisons – why is this key?
Richard Mason, Director, MONEYSUPERMARKET.COM

12.05 (Iain Quinn, Group Proposition Services, BARCLAYS - awaiting details)

12.40 LUNCH

14.00 Aggregation and the Regulatory Environment – brains trust
3 leading minds debate potentially hazardous issues such as:
· What is the current regulatory position relating to account aggregation?
· What will be the impact of ongoing Financial Services & Markets Act (FSMA) provisions?
Robert Courtneidge, Partner, OSBORNE CLARKE
Nigel White, Senior Consultant, APACS
Rex Parry, Partner, EVERSHEDS

14.35 Taking aggregation to market – Yodlee’s experiences
· Working with the Regulators
· Realising the ROI
· Case studies from deployed aggregation services
Simon Lees, UK Sales Director, YODLEE

15.10 Integrated Customer-Centric Financial Management

Aggregation from the customer's side
How can aggregation provide a proper customer service rather than representing a bolt-on extra?
Andy Deller, Director of Banking & Insurance, EGG

15.45 Afternoon networking break and coffee

16.05 Developing User Driven Technology for the European market
· Experiences from current implementations
· Achieving a ROI from User Driven Technology
Mark Matthews/Richard Brierley-Jones, ACCOUNTUNITY

16.40 How does aggregation work? – Questions to ask your technology
· Data collection methods
· Quality and Quantity of Data
· Data Analysis
· Retail v/s High net worth – private client views
· ASP or In-house
· Implementation
· Life After Aggregation
· ROI or how do you measure success
Dinesh Sheth, Founder, CEO and President, UMONITOR, INC.


21 Piccadilly
United Kingdom

Additional Information

Conference Fees: £699 + VAT per delegate With Early Booking Discount: £599 + VAT per delegate