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Customer Experience and Design

Outlook on BAI Retail Delivery 2012

Next week Perficient Financial Services will be heading to BAI Retail Delivery in Washington D.C., along with more than 1,800 attendees and 200 exhibitors to exchange information on banking strategies and technology trends transforming the retail banking industry.  If you’re in town for the conference, we’d love to have you stop by to talk tech with the Perficient team on the latest in Banking IT.

I thought I would take this opportunity to highlight some of the top banking professionals and influencers in attendance at BAI Retail Delivery and how you can connect with them during the conference. Next week, our team will blog live with perspectives on the event. Look for us on Twitter too as we share instant updates and pictures using the hashtag #RetailDelivery.

Bank Marketing and Innovation

JP Nichols is recognized as a wealth management leader and explores the intersection of leadership and innovation (technology) on his blog and social media regularly. He will be presenting at BAI on “How to Monetize Social Media” along with Frank Eliason, director of global social media for Citi.  As a technology marketer and social media advocate, I’m always interested in strategies that align social with business and demonstrates ROI. Social analytics and “Big Data” are definitely top of mind!

Author and global marketing strategist, Jonathan Salem Baskin, will be hosting a session on creating engagement to drive customer loyalty and business profitability. Baskin identifies honesty, authenticity and truthfullness as the three key drivers for user engagement banking in the 21st century. CMO leadership strategies and companies communicating effectively are often topics of his Twitter and blogging.

Many of BAI’s sessions will be centered around innovation. The need for banks to innovate is growing rapidly as digital technologies continue to transform the industry. It will be interesting to hear Guy Kawasaki’s perspectives on the subject. His Twitter activity is a nice blend between humor and helpful, and I expect his session to be no different.

Technology

Industry reports all show that mobile banking is a top priority for banks to drive top line revenue growth. Matt Wilcox, from Zions Bank will be co-presenting on “Monetizing Mobile”. Matt is active on social media and tweets relevant industry news regularly on technology, finance, marketing and mobility.

Chief Innovation Officer for U.S. Bank, Dominic Venturo, will be presenting during the Technology for Business Summit on innovations (how appropriate for his title and Twitter handle). Hear about his short list of technologies banks should evaluate – any bets on what they’ll be? Dominic has expertise in Payments and we’d love for him to stop by our booth and talk shop with the Perficient team. The “Person-to-Person Payments” session with Arkady Fridman from Paypal I think will also be well attended. P2P payments are one of the easiest ways banks can offer this service to Generation M bankers (and of course others). Check out his Twitter updates – you know a PayPal “Payments Geek” is in the know!

Susan Brown-Monforte’s session on Customer Segmentation Tools hopefully will be a highlight. This particular topic is really interesting to me and I’d love to see how California Bank and Trust is implementing cross-sell strategies. Let’s get her engaged on Twitter too in support of her track session!

Lastly, executives from Santa Barbara Bank & Trust, Fifth Third Bank, ING Direct and BB&T collaborate for  their perspectives on the Digital and Physical Bank of the Future. (Figured I’d give a little brand awareness to the group as a whole.) Will their perspectives be in line with Brett King’s or will bank branches still play a role as we migrate to a digital future? 

I could probably keep going on the great lineup for BAI Retail Delivery. Check back as we blog live next week…and don’t forget to stop by our booth #1268 for our imfamous “Blinking Glasses” and register to win a new iPhone 5!

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Elizabeth Dias

Elizabeth Dias is an experienced technology marketing strategist focused on the financial services and retail industry at Perficient. With over nine years of experience as a professional business-to-business (B2B) marketer, Elizabeth is knowledgeable in technology strategies for the financial services industry focusing on mobile banking and payments, data analytics, and enterprise information management. She also closely follows the fintech community as well as tech trends in social and digital, and is also an active blogger and thought leader on Twitter (@techmktggirl).

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