CIO Finance Summit

From Complexity to Customer Centricity

In order to bolster the bottom line and ensure future growth, the finance industry needs to create customer centric organizations that focus on rebuilding and regaining consumer trust as well as producing loyal, high-value brand ambassadors.

CIOs and IT executives will play a critical role in this internal restructuring, creating accessible customer service channels, providing the infrastructure to meet and exceed customer expectations, simplifying online processes, safeguarding customer information, and providing uninterrupted service through multiple mobile devices.

The CIO Finance Summit is an opportunity for technology executives to have in-depth discussions on the best practices and strategies necessary to build customer centric organizations. The event includes interactive educational sessions as well as formal and informal networking opportunities that will allow attendees to make new business contacts and exchange ideas.

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Latest News

The CDM Media team announced today the company's 2012 technology and CIO event schedule.

CDM Media Announces 2012 Technology Event Schedule

The CIO Finance Summit team announced today agenda details for the upcoming technology event, August 21-24, 2011 at The Phoenician Resort in Scottsdale, Arizona.

CIO Finance Summit Announces Latest Agenda Details

Read more CIO Finance Summit news

Case Studies

Highly Productive, Scalable Actuarial Modeling Throughout the entire financial services industry, there is increasing demand for rapid and accurate analyses of the risk associated with investments and financial positions.

Keeping a leading payment solution organization ahead of market trends by developing an Android application Magenic was tasked with developing an Android application that would quickly follow the platform's public launch. The client wanted to beat competition to market by launching a mobile experience that featured three key pieces of functionality.

Leveraging Axway Financial Exchange for High-Quality Customer Service, International Growth and SEPA-Readiness In this case study Axway Financial Exchange helps Credit Agricole to adapt to and leverage the new regulatory and technological context of SEPA and ensure continuity of service through the cessation of X.25.

ANZ Implements Yodlee PersonalFinance Solution ANZ, the third largest bank in Australia with more than $475 billion in assets and 800 branches, implemented Yodlee's Personal Financial Management (PFM) platform in October 2008. Under the name ANZ MoneyManager, the solution was one of the bank's most successful online product launches and significantly surpassed its forecasted benchmarks.

Top 10 Reasons Young Consumers Will Transform Retail Banking: The Cisco Internet Business Solutions Group (IBSG), the company's global consultancy, recently conducted a study of 1,055 U.S. consumers to explore their evolving financial priorities, service expectations from banks, and interaction preferences.

Whitepapers

Personal Finance Management: Five Things FIs Need to Do in 2011 The challenge facing the financial services industry is to develop online and mobile tools that can bolster the consumer's confidence and sense of financial control. This white paper goes into detail on the five things FIs need to do in 2011.

Developing Secure Mobile Applications When security is also your reputation it's critical to understand the pitfalls. This paper describes the unique risks associated with mobile devices and how enterprises can move forward with a tested mobile strategy.

Case Management: A Blueprint for Success In today's challenging economy, organizations must be more agile and work smarter in order to create value for their customers quickly. Businesses have been mandated to operate with fewer resources, yet are still expected to deliver superior services while increasing efficiency and productivity.

Delivering Identity and Context as a Service Delivering smarter security and more customized services are at the top of any IT agenda. Both would be easier - and cheaper - to achieve with a common infrastructure - what we call an identity and context service.

Transforming Retail Banking's Customer Experience: Delivering Personalized, Expert Service On Demand - On-demand expertise, whenever and wherever the customer requests it, is fast becoming the new standard of customer service innovation in retail banking.

Executive Content

Cisco Collaborative Customer Experience: Virtual Expert Management - Connect All Customers to Your Banking Experts, No Matter Where They Are. To achieve profitable and sustainable growth, banks must capture the attention of new customers, strengthen bonds with existing customers, and increase sales of higher-margin financial products and services. However, retail banks face a host of challenges today.

Rough Seas Ahead? Consider Creative Sourcing - In these difficult economic times, innovation requires new thinking and approaches. This article challenges banks to rethink activities to determine if an external partner can leverage its skills, scale and even financing to do the activity more efficiently.

Credit Agricole CIB (video) Credit Agricole is a banking leader in France with operations in 70 countries. The corporate banking and investment arm of Credit Agricole chose Axway Financial Exchange (FEX) for its data exchange platform and can now more easily connect and quickly deliver quality products and services to customers.

15 Minutes with Parsh Mishra: As VP Technology Infrastructure - WHG Compliance, Parsh Mishra works on the Risk Management side. The foremost function of his team is to bring down IT inherent risk to tolerable or non-affecting levels.

2011 Course Catalog Information Security Media Group has assembled a broad suite of webinar training programs that are relevant to your career needs. These sessions cover the gamut of industry/security topics such as: regulatory compliance, fraud, and today's pressing needs.

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