| 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 |
|