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Actuate Financial Services Breakfast Event - New York

Welcome to the Financial Services Breakfast 2014. We hope that our program provides a great opportunity for learning about Actuate and the latest thinking about the state of customer facing applications in financial services.

Wednesday, September 17, 2014 | 8:30am - 11:00am

Event Details

Delivering the data driven customer experience in Financial Services Seminar, hosted by Actuate.

Time: 8:30am - 11:00am 
Cost: Complimentary
Phone: 212-262-8100
  
Location
The Terrace Club
25 West 51st Street
New York, NY  10019

Click here for directions

Join us for a complimentary breakfast buffet at The Terrace Club to learn about data-driven market trends, hear from our expert panel, and see the latest approaches for delivering personalized insights and visualizing Financial Services data. Learn how client expectations are rising for reporting on their financial account information, and evolving demands presents challenges for financial services companies around data security, integration and presentation.

During the seminar, we'll discuss:

  • Trends and challenges in customer communication with your industry peers
  • What challenges your peers are facing, and how they are addressing them
  • Insight into future directions in customer communication, and what technologies will enable them

The Financial Services seminar will explore trends and offer actionable advice on how you can apply these developments to your business.

Who should attend:

  • Senior IT and Head of Operations, in Financial Services companies with more than $10 billion assets under management
  • SaaS companies servicing the financial industry
  • VP of IT, Director, Senior Director of IT, Operations Director, head of reporting, head of client reporting, head of customer engagement

Agenda:


8:30 - 9:00 am: Registration

8:30 - 11:00 am: Breakfast Buffet

9:00 - 9:30 am: Welcome and Introduction - State of the Market and Emerging Trends

9:30 - 10:00 am: What challenges customers are facing, and how they are addressing them

10:00 am - 10:45 am: Demo of Actuate's solutions for Financial Services

 

Speakers

Allen Bonde
VP, Product Marketing & Innovation
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Mark Gamble
Director, Technical Marketing
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