Programme

REGISTRATION COFFEE
08.45
INTRODUCTION AND OVERVIEW
Andrew Lawrence, Editorial Director of MiD
09.45

KEYNOTE: INTEGRATED DOCUMENT & CONTENT MANAGEMENT - EXPLOITING ENTERPRISE KNOWLEDGE
Atle Skjekkeland, Managing Director, AIIM Europe.

From his key industry contacts, Atle is able to provide an insight into how world-leading financial services companies are using document and content management systems to improve their businesses. People and processes are then the critical success factors, and the presentation will address challenges reported by users across Europe and the US.

09.55
PANEL DEBATE:
MANAGING INFORMATION THROUGH ITS LIFECYCLE

Firstly competition, and secondly, legislation, has created an environment whereby the biggest losers in financial services will be those institutions that fail to keep track of their information. This panel will discuss the technical and process problems that must be overcome in order to achieve effective information governance. Andrew Lawrence, Editorial Director of MiD moderates.
10.30
COFFEE & EXHIBITION
11.05

SECTION 1: COST-DRIVEN STRATEGY

MAKING SAVINGS, CREATING OPPORTUNITIES
Through automating the Welcome Letter service to its 500,000 new customers each year, Postbank has saved many millions of Euros. Les Bonney from StreamServe, one of the software partners at the heart of the project, tells us how these savings were achieved and how looking at document management processes within Postbank has identified more areas of cost reduction.
11.30
EASING THE BILLING BURDEN
Neil Merchant, System Architect, American Express. This case-study describes a project to implement a statement-viewing capability for both customers and customer service staff. It addresses: project business and technology drivers, requirements definition, stakeholders, business case, design, implementation steps, challenges, outcomes and futures.
12.00
DOCUMENT LIFECYCLE MANAGEMENT
Eric Gee, Director, & Dr Stephen Todd, Paper River Consulting
A document lifecycle management case study
12:30
LUNCH – a 5-star Claridge’s lunch for all of our guests
All of MiD’s and AIIM’s specially invited delegates, along with speakers and sponsors representatives will be divided into tables of 12 to discuss in an informal setting the many issues that will have been raised in the morning session.
13.00
SECTION 2: RISK-DRIVEN STRATEGY  

OPERATIONAL RESILIENCE
Clotilde Wang, Director of Continuity & Records Management, Deutsche Bank

Is it simple or complicated? The desired outcome of the information management programme needs to include a high-level, resilient baseline. It is designed to capture corporate memory, reflect lessons learnt along the way, accommodate feedback together with emerging concepts and stand the course of time. Last but not least, everyone needs to understand the basic themes of the programme.

14.30
REGULATORY OVERLOAD: COPING & COMPLYING
Michael Colao, Director of Information Management, Dresdner Kleinwort Wasserstein
Perhaps the biggest debate in financial services at present is ensuring compliance to a tough regulatory system, on a local, regional and global level. Dealing with this task is a headache for every information manager. This entertaining and enlightening presentation will guide delegates through the minefield.
15.00
SECTION 3: CUSTOMER-DRIVEN STRATEGY  
SIMPLER PROCESSES, HAPPY CUSTOMERS
Mark McGregor, Director, BPMG
In today's fast paced economy we are constantly reminded that the "Customer is King" . If this is so then processes must come a close second! In this presentation we will hear how "Next Practice" helps financial institutions get and stay ahead. Through the use of case studies and examples we will illustrate why simple processes not only lead to happy customers, but decrease costs and increase revenue.
 15.45

PANEL DEBATE:  FOR THE RECORD
The closing debate will look at the fundamental importance of efficiently managing information as it flows through the organisation. Moderated by Atle Skjekkland, Managing Director, AIIM Europe.


The main themes from all of the day’s debates will be captured on a White paper to be disseminated exclusively to all delegates within two weeks of the event.

16.15
CLOSING REMARKS AND SUMMING UP
Andrew Lawrence, Editorial Director, M-iD
16.40
CONFERENCE CLOSE - SERVING TEA & COFFEE
16.45
Please note that content subject to change