Geezeo Presents The Boston "G" Party

Aspire to inspire

Fenway Park • 4 Yawkey Way • Boston, MA
June 13th–15th, 2016

#GZOGparty16

What will we talk about?

Digital disruption is the top-of-mind technological issue in the C-suite today. It's not new to banking, but it's velocity has increased as consumer preferences and expectations are changing.

Shawn Ward, CEO
Geezeo

Speakers & Panelists

Timely Topics For Banking Executives

Keynote Speaker

Wade Arnold

Wade Arnold

Founder of Banno &
MD at Jack Henry & Associates

Wade Arnold is the co-founder of Banno, and the managing director of consumer experience at Jack Henry & Associates, a leading provider of computer systems and electronic payment solutions primarily for financial services organizations. Arnold joined Jack Henry & Associates when the company acquired Cedar Falls-based Banno, which Arnold founded in 2008 and served as CEO. During this time he raised the company’s visibility to be named as a top 10 financial technology companies to watch by American Banker, and receive the Technology Association of Iowa's Prometheus Award for small/medium software company of the year. Under Arnold’s leadership, Banno was recognized by the Des Moines Register as one of Iowa's Top Workplaces and among The Courier’s Employers of Choice.

Arnold holds a degree in computer science emphasizing intelligent systems from the University of Northern Iowa, an MBA from the University of Iowa, and completed the ABA Stonier Graduate School of Banking.

Ron Shevlin

Ron Shevlin

Cornerstone Advisors
Jill Castilla

Jill Castilla

Citizens Bank of Edmond
David Mooney

David Mooney

Alliant Credit Union
Laura Eacho

Laura Eacho

Educational Systems Federal Credit Union
Scott Chamberlin

Scott Chamberlin

Cambridge Trust Company
Dan O'Malley

Dan O'Malley

Eastern Bank
Matt Brunsman

Matt Brunsman

Regions, SVP of Experience & Innovation
Mike Gallers

Mike Gallers

Regions, Senior Interaction Designer
Dan Westhues

Dan Westhues

Central Bancompany CMO and SVP of Retail Strategies
Tim McCoy

Tim McCoy

InTouch Credit Union
Amy Etheridge

Amy Etheridge

Robins Financial Credit Union
Jonathan Villarreal

Jonathan Villarreal

SACU
DanArmstrong

Dan Armstrong

BankMobile

A big challenge facing financial institutions, is the need to organize teams and operationalize digital strategies that yield a more robust experience both online and offline.

Bryan Clagett, CMO
Geezeo

Entertainment

Red Sox vs Orioles

7:00pm • June 14th, 2016

Agenda

7pm-10pm • G-Party Kickoff - Sponsored by Access Softek

Bleacher Bar - 82A Lansdowne St, Boston, MA 02215. Join us as we rock it out at a Boston local!

7:30am-8:30am • Registration & Breakfast

Exhibit Hall | State Street Pavilion. Come early and network with peers and the Geezeo team

8:30am-9:00am • Opening Remarks

EMC Club | Shawn Ward, Peter Glyman, Bryan Clagett & James Elwood will warm us up. Welcome to the age of disruption. It's time to fight back

9:00AM-10:15AM • Keynote

Digital Identity Crisis

Digital success isn’t simply about technology. The ability to reimagine financial services is in large part determined by a clear digital strategy supported by leaders who foster a culture able to change and invent the new. Wade Arnold will provide a view of the organizational obstacles that are limiting digital adoption and how it will reshape the future of financial services.

10:15AM-10:30AM • Business & Network Break

Mingle w/ peers, sponsors and the Geezeo Team. Or catch up on email.

10:30AM-11:15AM • Digital Banking Experience & Custom PFM

Steps you can take now, to evolve your digital banking experience with Bryan Clagett & Jim Craig.

11:15AM-12:00PM • Breakout Sessions

Please see below. Pick your track before they fill up! Technology? Product? Marketing?

11:15AM-12:00PM • Smashing Platforms!

EMC B | The world of financial technology is fast paced and unforgiving. Without the proper tools and how-how, it's easy for any company to get left behind. At Geezeo, we're planning for tomorrow with tools and strategies that have been proven in all areas of software engineering. Geezeo is building small and thinking BIG, bringing to the table the same technology as Twitter, LinkedIn, Amazon, and many more. Join us in this breakout session to get an in-depth look at what we, the technology team, does to make Geezeo possible.

11:15AM-12:00PM • SEO and Content, Working Together

EMC A | A live demo and preview of Voyager SEO and a discussion on how content and design impacts your online visibility and brand positioning.

11:15AM-12:00PM • Make the most of your current PFM solution

RR10 Suite | Ruthann Paulin, VP Client Success, will cover the following things & answer your product related questions during this informative, tactical session.

12:00PM-1:00PM • Lunch

12:00PM-1:00PM • Sponsor Showcase

Exhibit Hall | State Street Pavilion. See what our partners are up to. The latest. The greatest.

1:00PM-1:45PM • Big Data Session

EMC Club | Bill Clark will lead discussion on where we are going with Geezeo's enriched data.

1:45PM-2:30PM • Attend Sponsor Sessions

Please see below. Pick your session!

1:45PM-2:30PM • Mitigate Risk With Open Lending

R10 Suite | Open Lending specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. Through its proprietary technology, the Lenders Protection® program provides risk management that features default insurance coverage for near and non-prime automobile loans. The unique Risk-based pricing tool allows lenders to customize their interest rate pricing to cover all institution and program costs, and achieve net yields 4-5 times higher than prime auto lending programs.

1:45PM-2:30PM • There's New Money In Town, presented by Payveris

EMC A | There's a new money in town! That's what PayPal's new ad campaign and thousands of other non-bank Fintech companies are telling consumers. This dig on the traditional banking industry is a direct shot across the bow that banks are washed up. Gain insight into how Payveris is empowering banks and credit unions to innovate, compete, and take more control of their payments destiny with a cloud based, unified, open API digital payments platform.

1:45PM-2:30PM • Case Study | Merging Finance Management with Cross Channel Agility

EMC B | Providing customers with a more engaging, relevant experience across all channels branch, self serve and kiosk. Strengthen the bank customer relationship and dissolve the tradition PFM barriers.

2:30PM-2:45PM • Business & Network Break

2:45PM-3:30PM • Personas Change | Introducing Behavioral-based Marketing

DEMC Club | Persona-based marketing has been trusted by businesses for decades. Financial institutions have relied on customer personas to better understand their customer base, plan marketing strategies and drive product development. The challenge with persona-based marketing, however, is that persona strategies are often fixed, and as we know, customers needs and economic situations change. As data becomes more easily procured and at a much higher frequency than ever before, content, products and marketing messages can be delivered with even greater relevance using consumer behavioral data. In this session learn how your peers are leveraging customer financial behavioral data to create more relevant and engaging experiences for their customers. Persona-based marketing isn't dead, it has evolved.

3:30PM-4:15PM • Breakout Sessions

Please see below. Pick your track before they fill up! Technology? Product? Marketing?

3:30PM-4:15PM • Geezeo (Product)

EMC B |

3:30PM-4:15PM • Geezeo (Technical) Building Unique PFM Experiences

EMC A | Interested in building unique PFM experiences? Join Aaron and James as they show off Geezeo's latest toolkit - API's, SDK's, embeddable widgets, and push harvesting - while highlighting some practical and innovative use cases. Much of this session will be Q&A focused to help technologists get a better understanding and appreciation of the various tools available to them.

3:30PM-4:15PM • Geezeo (Marketing) Best Practices

R10 Suite | In this session we will review cross-channel marketing practices that attract customers to your PFM and engagement techniques that create and maintain active users.

4:15PM-5:00PM • Millenial Madness

EMC Club | Bryan Clagett will change your perception and put an end to millennial madness. Digital is for everyone.

5:00PM-6:00PM • Business & Network Break

Time for a quick break. See you for the Tour!

6:00PM-7:00PM • Fenway Tour

All Around Fenway | A behind the scenes look of America's most famous ballpark.

7:00PM-9:30PM • G-Party Welcome Cocktails and Dinner - Sponsored by Open Lending

Exhibit Hall | State Street Pavilion. It's been a long day! Let's unwind and get to know one another. Sponsored by Open Lending!

7:30AM-8:15AM • Breakfast

Exhibit Hall | State Street Pavilion. And coffee, of course!

8:15AM-9:00AM • Product Roadmap

EMC Club |We have updates, insights, previews and progress, all to share!

9:00AM-9:45AM • Attend Sponsor Sessions

Please see below

9:00AM-9:45AM • Mitigate Risk With Open Lending

Open Lending specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. Through its proprietary technology, the Lenders Protection® program provides risk management that features default insurance coverage for near and non-prime automobile loans. The unique Risk-based pricing tool allows lenders to customize their interest rate pricing to cover all institution and program costs, and achieve net yields 4-5 times higher than prime auto lending programs.

9:00AM-9:45AM • User Experience Design | Why it Matters (or should) to banks, Presented by Nymbus

R10 Suite | This presentation explains the important role good user experience design can play for banks in not only retaining and attracting a constantly evolving and digital audience, but also helping increase employee productivity with more engaging banking applications and new technology designed to help you serve customers better.

9:45AM-10:00AM • Business & Network Break

You've got mail. (Now go check it).

10:00AM-11:00AM • The Realities of Digital Transformation | Panel

EMC Club | A no-BS discussion on the realities of digital transformation at banks and credit unions. As well as a look into the digital future from some of the most visionary executives in the industry.

11:00AM-11:45AM • Breakout Sessions

Please see below

11:00AM-11:45AM • Geezeo (Technical)

R10 Suite | Experimental trends in FinTech. Jordan Cooke will explore user experience trends in the FinTech space, highlighting burgeoning technologies, conventions and philosophical shifts. Specifically, Jordan will touch upon how the emergence of and advancements in asset management, machine intelligence, analytics and visualization, lending and payments will impact user expectations across personas. Jordan will demonstrate how Geezeo stays on the forefront of these trends to deliver experiences that are both aesthetically pleasing and functionally robust for today's ever-discerning user.

11:00AM-11:45AM • Geezeo (Marketing) SEO & Content, Working Together

EMC A | A live demo and preview of Voyager SEO and a discussion on how content and design impacts your online visibility and brand positioning.

11:00AM-11:45AM • Geezeo (Product) Make the most of your current PFM solution

EMC B | Ruthann Paulin, VP Client Success, will cover the following things & answer your product related questions during this informative, tactical session

11:45PM-12:45PM • Lunch

Exhibit Hall | State Street Pavilion

11:45PM-12:45PM • Sponsor Showcase

Exhibit Hall | State Street Pavilion. Learn about new products and services that support your goals

12:45PM-1:30PM • Business Banking Success Stories | Panel

EMC Club

1:30PM-2:15PM • Attend Partner Breakout Sessions/Extend Your Business Break

Please see below | Attend or Extend! What will it be?

1:30PM-2:15PM • Q2

EMC Club | Join Q2 and Geezeo as we discuss the latest integration, Contextual PFM. We'll review the benefits of moving from SSO to CPRM, timing, betas, and what makes Geezeo's CPFM unique. We'll also review the current SSO PFM and discuss what advances have been make and what is in the works, plus ways to optimize your current experience. We encourage active participation and dialogue!

1:30PM-2:15PM • Custom

Have the ability to customize your online banking experience? Come talk to Geezeo's technical team about how you are/can utilize our current library to create a unique experience. Ask our team any questions, learn about what other clients have done, & give us ideas on what we can do to better support you with custom PFM integration. We anticipate some great discussions & brainstorming!

1:30PM-2:15PM • Extended Business Break

Please use this time to visit with the our sponsors & the Geezeo team. If there is someone you'd like extra time with, use the Guidebook application to set aside the time by connecting with them directly. We're looking forward to hearing from you!

2:15PM-3:00PM • Life Events: Product & Strategy

EMC Club | Pete Glyman will show you how you can leverage life infused financial experiences.

3:00PM-5:00PM • Business & Network Break

We need a couple hours to catch up and get ready for a great night!

5:00PM-7:00PM • Pre-Game Cocktail Party

Cumberland Deck

7:00PM-10:00PM • Red Sox Game - Sponsored by Nymbus

Cumberland Deck | Join Nymbus as they host us to watch the Red Sox vs the Orioles!

2:15PM-3:00PM • Arming Staff for the Digital Experience

8:00AM-12:30PM • General Sessions - 1/2 Day

Fenway Park | A day full of sessions that will educate and drive your aspiration

8:00AM-8:45AM • Breakfast

EMC Club

8:45AM-9:30AM • Awards Ceremony

EMC Club | Winners will be announced!

9:30AM-10:15AM • User Experience Design | Why it Matters (or should) to banks, Presented by Nymbus

This presentation explains the important role good user experience design can play for banks in not only retaining and attracting a constantly evolving and digital audience, but also helping increase employee productivity with more engaging banking applications and new technology designed to help you serve customers better.

10:15AM-10:30AM • Business & Network Break

Take a breather!

10:30AM-11:15AM • TruBiz

EMC Club | Shawn Ward will lead an interactive discussion on TruBiz, our small business personal financial management product. Shawn will be looking for feedback from the audience to hep shape the future roadmap of our business product.

11:15AM-12:00PM • Tell All Feedback Session

EMC Club | We'd like to hear from YOU on what would improve our products, interactions & communications. Please join us for this very interactive and conversational session.

12:00PM-12:30PM • Closing Remarks

EMC Club | A quick wrap up.

12:30PM-1:30PM • Lunch & Departures

Please enjoy a lobster roll! See you next year!

FIs’ competitive advantages have eroded – and banks and credit unions face tough choices if they are to stay competitive in the digital age.

Pete Glyman, President
Geezeo

Register

Accommodations

 

Please contact Erica Anderson at eanderson@geezeo.com to secure a hotel room.

Sponsors

We are only as good as the company we keep.
We appreciate the support of our sponsors and clients.

Grand Slam Sponsors

Nymbus

NYMBUS is transforming the way traditional banks and financial institutions support and interact with their customers. We offer a modern, holistic software system that includes core processing functionality and an impressive suite of applications to improve workflows, automate processes and engage their customers - all in an environment that reduces technology challenges and nurtures constant innovation.

www.nymbus.com

Open Lending

Open Lending provides automated lending services to financial institutions. The company specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. The company was founded in Austin, TX in 2000 and is privately owned.

www.openlending.com

Home Run Sponsors

Redi

REDi, authors of Vertex Teller, Yellow Hammer Fraud and BSA now have launched Verifi along with a new live call center for FI’s that provides customer support 24/7. Verifi’s Customer Notification System alerts customers directly of potential fraud. REDi also has iRisk, an integrated software suite that includes Compliance and Lending solutions.

www.4redi.com

ProfitStars

iPay Solutions(tm), from ProfitStars(r) offers comprehensive bill payment solutions that enable financial institutions to strengthen their competitive positioning, and Banno Mobile(tm) and Marketing offer a superior foundation, key components and a seamless experience that monetizes your digital channels and efforts, whether online and mobile, and for all tasks and transactions.

www.profitstars.com

Q2 Holdings

Q2 Holdings, Inc. (Q2) is a leading provider of secure, cloud-based virtual banking solutions headquartered in Austin, Texas. Q2 enables regional and community financial institutions, or RCFIs, to deliver a robust suite of integrated virtual banking services and engage more effectively with their retail and commercial account holders who expect to bank anytime, anywhere and on any device.

www.q2ebanking.com

Payveris

Payveris, a proud partner of Geezeo, is the leading provider of an open API digital payment platform designed to help financial institutions stay relevant in a digital world. The company’s secure cloud-based platform supports a wide range of digital payment services designed to enable FIs to accelerate payments, reduce operating costs and to compete more effectively for today’s digitally connected consumers and businesses.

www.payveris.com

Access Softek

Access Softek develops innovative mobile banking software that keeps over 350 credit unions and banks ahead of the technological curve. Access Softek has the features customers want, the security that financial institutions need, and the technology needed to compete with the mobile banking offerings of large commercial banks.

www.accesssoftek.com

Malauzai Software

Malauzai Software is a privately-held software development company that was formed in 2009 to participate in the mobile banking revolution. Today, we build a suite of mobile and online banking solutions for community banks and credit unions. Our products are designed to create an exceptional and consistent experience across channels and are available to support your entire financial institution, from consumers, businesses to employees.

www.malauzai.com

Computer Services, Inc.

A total solutions partner, Computer Services, Inc. (CSI) offers a new generation of online banking solutions for today’s financial institutions. CSI’s enhanced internet banking services deliver a fully integrated platform that includes native apps, online bill pay, corporate cash management, website design, secure web hosting and marketing services. Together, CSI and Geezeo made the online banking experience more intuitive for consumers by developing PFM tools focused on aggregation and cash flow.

www.csiweb.com

Content Sponsor

King Fish
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