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May 16-18, 2011 Palmer House Hilton Hotel, Chicago, IL

The Premier Financial Services Marketing Conference

Speaker Faculty Includes: 31 Financial Marketing Executives & 75% New Speakers Financial Institutions: Save up to $300 when you register early!

Discover How To Use Digital Marketing Innovations To Attract And Retain Customers

Call 1.888.482.6012, email or visit and mention the priority code listed on the back cover to receive the discount.

Net.Finance brings together top executives to share exclusive marketing strategies that you won’t hear about in a press release or news article. Highlights of this year’s event include: •

A Mobile Channel Focus Day. Today’s customers expect their financial institutions to provide mobile product options. In fact, the quality of your mobile products can mean the difference between acquiring new customers and losing accounts. During the new focus day, you’ll learn how to use mobile channels to stand out from your competitors and meet your customers’ evolving needs.

Top-notch speaking faculty. This year, over 30 leaders in financial services marketing have agreed to reveal their secrets and lessons learned – giving you an insider’s view of what’s working in digital marketing today. You’ll return to your office with proven strategies to get the greatest ROI from your campaigns.

Seminars in online marketing, social media, e-commerce and innovative payments. You’ll discover how the latest technologies can help you build relationships with customers and increase your accounts.

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Sponsored by:

REGISTER Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 TODAY: Email: Visit:

Organized By:

The Premier Financial Services Marketing Conference

Who Should Attend

Dear Colleague, What an exciting time to be in financial services marketing! The past year saw growth throughout the financial sector, with many institutions expanding their marketing teams and launching major online and mobile projects. The popularity of smart phones might have prompted you to use mobile technology to become part of your customers’ everyday lives. Net.Finance 2011 will show you how to navigate the digital landscape and meet your customers’ evolving needs. Our new Mobile Channel Focus Day is designed to give you proven strategies for using mobile technology to stand out from your competitors – whether you currently have mobile products or are considering offering them in the future. We’re pleased to welcome the following award-winning speakers: Jeff Dennes, Senior Vice President, Chief Digital Officer, Huntington National Bank. Jeff is a nationally-recognized leader in the online, mobile and payments industry. He led the development of a remote deposit capture feature that allows banking customers to take photos of checks and make deposits using their mobile devices. Jeff currently leads Huntington’s efforts to expand its online banking platform with a focus on mobile and iTouch banking. His keynote presentation, “Exponential Growth In Technology,” will explore how technology is changing the way you attract and retain customers.

If you’re a senior-level financial services marketer, Net.Finance will keep you up-to-date on the latest digital marketing strategies. You’ll have the opportunity to network with Presidents, EVP’s, SVPs, VPs and Directors of the following functions: • CMO/CIO/CDO • Online/Web/Internet Marketing • Interactive Marketing • Experiential Marketing • Emerging Product Development • Mobile Business • Branded & Social Media Marketing • Digital Channels and Digital Strategy • E-commerce/E-business/E-marketing • Customer Experience • Web/Business Analytics • Marketing Communications

Recent Attendees •

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Dominic Venturo, Chief Innovation Officer, U.S. Bank Payment Services. Dominic leads a team of visionaries who see the potential in emerging technology and adapt it to meet customer needs. They develop new products and create the environment through which these innovations are tested, adjusted and brought to market. During his keynote presentation, “Banking On Innovation,” Dominic will share how U.S. Bank became a mobile payments innovator through its commitment to trying and doing new things.

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I invite you to browse through this brochure to see how attending Net.Finance 2011 will help you prepare for the future of financial services marketing. Regards,

Alicia Cuomo Executive Director Net.Finance 2011

kedIn for us on Twitter and Lin n joi to re su Be . P.S ing live ce activities – includ all the pre-conferen ge of nta va ad eakers. Take interviews with the sp ies by nit rtu po op d networking the early learning an g the nin joi or er itt inance on Tw F t_ Ne @ g win llo fo on LinkedIn. Net.Finance group

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American Century Services LLC American Family Insurance Group AXA EQUITABLE Bank of America Bank Hapoalim Bank of Hawaii Bank of Nova Scotia CIBC Discover Everbank Farmers Insurance Group FINN Bank Fokus Bank Foster Bank GE Money Gjensidige Bank Harris Bank HSBC Interior Savings ISI Dentsu Ltd JPMorgan Chase Liberty Mutual

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Lloyds TSB Bank M&I Bank Corp Marshall & Ilsley Corporation MidFirst Bank MidWestOne Bank Navy Federal Credit Union Northern Trust Co Oneida Savings Bank Progressive Insurance Co. PSCU Financial Services Inc Scotiabank Scottrade Skandiabanken T. Rowe Price TD Bank Financial Group The Allstate Corporation Third Federal Saving and Loan TowneBank VIST Financial Zurich Financial Services

2 Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: Visit:

Agenda-At-A-Glance Mobile Channel Focus Day – May 16, 2011 7:30

Networking Breakfast & Conference Registration


Networking Lunch For All Attendees


Net.Finance Round Tables

Registration Sponsored By comScore 8:15

Welcome Remarks

Delegates looking to learn best practices, practical solutions, and innovative marketing strategies will find the Net.Finance Round Tables a most valuable experience. Here is your chance to sit down with your peers and engage in candid, interactive discussions with marketing experts. Each topic is led by a table moderator - a subject matter expert - who will facilitate the idea exchange among participants. You do not need to choose a topic, instead, the moderator will move from one table to the next to ensure that you have the opportunity to discuss each topic area. Moderators will rotate every 30 minutes. Sample topics: • Peer-to-peer money movement • Mobile Payments • SMS Marketing • Security/Fraud • Integration and Strategy – Mobile and Online • Social Media If you are interested in moderating a round table, please contact Chet Silverman, or 1.646.200.7478.

Alicia Cuomo Executive Director Net.Finance 8:30

Chairperson’s Welcome Remarks


Keynote Presentation: Exponential Growth In Technology Jeff Dennes SVP Chief Digital Officer Huntington National Bank


Meet Your Customers Where They Are: Use Feedback To Simplify And Innovate Secil Tabli Watson SVP Internet and Mobile Banking Wells Fargo


Case Study: MasterCard - Building Connections With Consumers Cheryl Guerin SVP Group Head US Marketing and Global Digital Marketing MasterCard Worldwide


Morning Refreshment Break


Benefits Of Offering Multiple Access Methods For Mobile Banking


Diane Russell SVP Platform Services Charles Schwab Tom Poole MVP Digital Channels Capital One Matt Lehman Mobile Business Leader Progressive Insurance

Panel Discussion: What Is The Mission Statement Of Your Mobile Platform? Adam Green VP Strategy, User Experience & Design Regions Financial Corporation Shawn Morton Director of Mobile, Social & Emerging Media Nationwide Insurance Laurie Kresl VP Planning & Business Development Unitus Community Credit Union

Panel Discussion: Lessons Learned In Tackling The Launch Of An iPhone App


Ginger Schmeltzer SVP of Digital Channels SunTrust Bank 11:35

Afternoon Refreshment Break


What Would Apple Do? Michael Thomas Director of eMarketing E*TRADE Financial


Welcome Cocktail Reception & Opening Of The Solutions Zone

Main Conference Day One – May 17, 2011 7:30

Networking Breakfast & Conference Registration


Registration Sponsored By comScore 8:15


Denis-Martin Monty VP Emerging Product Development ING Retirement Services

Welcome Remarks Alicia Cuomo Executive Director Net.Finance


Chairperson’s Welcome Remarks


Keynote Presentation: Banking On Innovation – Why And How Does A Bank Innovate? Dominic Venturo Chief Innovation Officer US Bank


Malware Is The New Phishing: The Evolving Face Of Social Engineering Threats Tim Callan Head of Trust Services Product Marketing Symantec

Ned Elton Managing Partner, Financial Services Rosetta 8:45

Case Study: Using Peer Comparison To Improve Customer Engagement In Retirement Savings Plans


Morning Refreshment Break In The Solutions Zone Panel Discussion: The Future of Personal Financial Management (PFM) Patrick Smith SVP Online Financial Management Group Wells Fargo Kevin Lynch SVP eCommerce, Contact Center 1st Mariner Bank



Why PFM Is On The Brink Of Breaking Out Of The Box


Workshop And Private Lunch


Networking Lunch For All Attendees

Mark Schwanhausser Research Analyst, Multi-Channel Financial Services Javelin Strategy & Research 12:20

Industry Case Study, ForeSee Results

Hosted By: This Invitation-Only, high-level networking opportunity is exclusive for Net.Finance 2011. It is designed as a brainstorming and networking lunch. Visit for updates on participants!

Larry Freed President and CEO ForeSee Results

Concurrent Sessions Begin - Choose Track A or Track B TRACK A: Social Media

TRACK B: Payments


Chairperson’s Address

Chairperson’s Address


Enabling Your Company To Operationalize Social Media

Person-To-Person Payments

Mickey Mencin SVP, Advertising Director KeyBank 2:45

Industry Case Study, Kony Solutions Kony Solutions Executive

Jennifer Wilson SVP Internet Channel Director BBVA Compass

Email Security and Fraud Prevention: Protecting against Customer Phishing for Financial Marketers Sam Masiello General Manager, Anti-Phishing Services Return Path

3:20 3:50

Afternoon Refreshment Break In The Solutions Zone

Afternoon Refreshment Break In The Solutions Zone Panel Discussion: Innovations In Payments Solutions

Panel Discussion: Social Media Marketing Tools For Financial Institutions

Tom Poole MVP Digital Channels Capital One Thor Hauge VP Business Development Mobile Western Union

Marc Zeitlin VP E-Business Farmers Insurance Lori Feldman Director, Branded & Social Media Marketing Citi Global Transaction Services Jason Kincy VP, Marketing Manager-Alternative Delivery Arvest Bank 4:35

Social Media And FINRA Guidance

Driving Mobile Payments Adoption: Innovation or Optimization? Emmett Higdon Senior Analyst Forrester Research

Joyce Sullivan Board Director Financial Women's Asssociation 5:10

Networking Cocktail Reception For All Attendees

Main Conference Day Two – May 18, 2011 7:30

Networking Breakfast & Conference Registration


Registration Sponsored By comScore

Industry Case Study, IntelliResponse Systems Inc. IntelliResponse Systems Inc. Executive


Chairperson’s Welcome Remarks


Networking Lunch For All Attendees


Keynote Presentation: Back To The Future – A Case Study In Digital Strategy


Chairperson Welcoming Remarks Joe Dauskurdas VP – Financial Services Bazaarvoice

Todd A. Purcell Head of Digital Strategy The Hartford Financial Services Group, Inc. 1:35 9:05

What’s In Your (Mobile) WALLET? Neff Hudson AVP, Enterprise Member Experience USAA


Industry Case Study, Liveperson

Jeffrey Fleischman Chief Digital Officer TIAA-CREF 2:10

Liveperson Executive 10:15

Morning Refreshment Break


The Nature of Channel Innovation: Insights from the Retail Banking Sector

Case Study: “Technology When You Want It, People When You Don’t™” Darren Howard VP of Marketing Esurance Insurance Services, Inc.


Kevin Philpott Business Analyst GEICO 11:20

Using Social Media To Engage And Educate A Multigenerational Community

Closing Keynote Presentation: Managing Enterprisewide Social Media Risks Jesse Torres President and CEO Pan American Bank

Refreshing Your Web To Optimize The Customer’s Experience Anthony Vitalone Head of Interactive Marketing, Internet and Digital Media Deutsche Bank


End Of Net.Finance

4 Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: Visit:

About Our Sponsors LEAD SPONSORS As the leader in customer satisfaction measurement, Foresee Results captures and analyzes voice of customer data to help organizations increase loyalty, recommendations and marketing value. Using a patented, scientific methodology developed at the University of Michigan, ForeSee Results identifies improvements across all channels and touch points that drive customer satisfaction. With over 55 million survey responses collected to date and benchmarks across dozens of industries, ForeSee Results offers unparalleled expertise in customer satisfaction measurement and management around the globe. ForeSee Results measures over 35 financial services websites including some of the leading banking, brokerage, insurance, mortgage and pension/benefits sites. Intelliresponse enhances the multi-channel sales and customer service capabilities of hundreds of enterprise businesses and financial service organizations. The company’s Answer Suite technology is an industry leading On Demand software platform that allows customers and service agents to ask questions in natural language, and get one right answer - regardless of the hundreds of ways the question may be asked. With more than 350 live customer-facing implementations answering 70 million+ questions with One Right Answer, IntelliResponse is the gold standard in first line customer experience management. Some of the world’s most recognized corporate brands and financial service organizations trust their customer experience management needs to IntelliResponse - including ING Direct, CitiBank, Charter Communications, TD Canada Trust and Harris Bank. For more information, visit , visit us on Twitter, Facebook, or via our new Blog. Kony Solutions and the Kony Mobile Application Platform™ enable Fortune 500 companies to offer consumers and employees feature-rich mobile applications in less time and at lower costs than any other solution. Leveraging a Write Once, Run Everywhere single application definition, applications are designed and developed just once, in a device-independent manner, and deployed across multiple channels, including native applications, deviceoptimized mobile web, SMS, web gadgets, desktop applications, and tablets. Kony’s unique platform is proven to future-proof a company’s mobile investment by enabling applications to be changed once for all channels, ensuring faster adoption of new operating systems and standards as they are introduced, while eliminating maintenance, upgrade and future development costs. LivePerson is the leading provider of online, real-time intelligent engagement solutions. Connecting businesses and experts with consumers seeking help on the Web, LivePerson's hosted software platform creates more relevant, compelling and personalized online experiences. Every month, LivePerson's intelligent platform helps millions of people succeed online; more than 8,500 companies, including EarthLink, Hewlett-Packard, Microsoft, and Verizon, rely on LivePerson to maximize the impact of the online channel. LivePerson is headquartered in New York City, with offices in San Francisco, Atlanta, London and Tel Aviv. Return Path makes email work better by scoring and certifying email senders from around the world. We help marketers, publishers and other large-volume email senders increase their response rates by providing the world’s leading inbox deliverability solution. We help mailbox providers and email administrators at ISPs and enterprises block unwelcome and malicious email by providing near real-time IP reputation scores and other data-driven tools. Taken as a whole, these tools and services improve the consumer experience of email by protecting them from spam, phishing and other abuse. Return Path offers free access to Sender Score, the email reputation measure compiled through our cooperative data network of ISPs and other email receivers, at our reputation portal: Information about Return Path can be found at Rosetta is the largest independent interactive agency in the US and is ranked by AdAge among the top ten overall. Engineered for the connected world, Rosetta was founded in 1998 to pilot brands through an ever-changing marketing landscape and drive measurable business impact. Rosetta enables brands to transform their marketing through the discovery of unique insights about their best consumers’ wants and needs and then translating those insights into more personally relevant experiences enabled by technology across all touch points and over time. Rosetta recently acquired LEVEL Studios, a leader in combining content, platforms and devices to create engaging total user experiences. The combination of a patented approach to market segmentation; technological depth across platforms and devices; world class creative, design and user experience capability; scale and integrated structure; and deep vertical industry expertise have attracted many of the nation’s leading brands to Rosetta. The agency’s clients include Allergan, Blue Cross Blue Shield, Bristol Myers Squibb, Johnson & Johnson and Novartis in Healthcare; Coach, Express, Jos. A. Bank, OfficeMax and Valvoline in the Retail sector; Citizens, M&T and Nationwide in Financial Services; Marriott in Travel and Leisure; Microsoft, Rogers Communications and T-Mobile in Communications, Media and Technology; and MSC Direct, Wirtz Beverage Group and Lincoln Electric in B2B.


Rosetta is headquartered in Princeton, NJ, with additional offices in New York, Cleveland, Denver, Boston, Chicago and Toronto. The addition of LEVEL Studios, a Rosetta Company, adds west coast presence to Rosetta’s footprint with offices in Los Angeles, San Luis Obispo and San Jose. VeriSign Authentication Services, now part of Symantec Corp. (NASDAQ: SYMC), provides solutions that allow companies and consumers to engage in communications and commerce online with confidence. With more than one million web servers using our SSL certificates, an infrastructure that processes more than two billion certificate checks daily, and a trust mark that is seen up to 650 million times a day, the VeriSign seal is the most recognized symbol of trust on the Internet. REGISTRATION SPONSOR comScore, Inc. (NASDAQ: SCOR) is a global leader in measuring the digital world and preferred source of digital marketing intelligence. In an independent survey of 800 of the most influential publishers, advertising agencies and advertisers conducted by William Blair & Company in January 2009, comScore was rated the ' most preferred online audience measurement service' by 50% of respondents. comScore's capabilities are based on a massive, global cross-section of approximately 2 million Internet users who have given comScore permission to confidentially capture their browsing and transaction behavior, including online and offline purchasing. comScore services are used by more than 1,200 clients. PROGRAM SPONSORS Compete, a Kantar Media company, helps the world's top brands improve their marketing based on the online behavior of millions of consumers. Leading advertisers, agencies and publishers rely on Compete's products and services to create engaging online experiences and highly profitable advertising campaigns. Compete's online panel -- the largest in the industry -makes the web as ingrained in marketing as it is in people's lives. Compete is located in Boston, MA, with offices throughout the U.S. For more information, please visit Bazaarvoice's Software as a Service (SaaS) social commerce solutions have served more than 175 billion pieces of customergenerated content on more than 1000 brand web sites like Best Buy, Blue Shield of California, Costco, Dell, Macy's, P&G, Panasonic, QVC, and USAA in 36 countries. The company connects organizations to their influencers through a unique network that reaches hundreds of millions of consumers around the globe, enabling authentic customer-powered marketing. Through syndication, analytics, partnerships, and consulting, Bazaarvoice brings the voice of the customer to the center of their clients' business strategy, proving "social" can drive measured revenue growth and cost savings for manufacturing, retail, travel, and financial services companies. Headquartered in Austin, the company has offices in Amsterdam, Düsseldorf, London, Paris, Singapore, and Sydney. For more information and access to client success stories, visit, read the blog at, and follow on Twitter at PRIVATE WORKSHOP AND LUNCHEON HOST Tealeaf provides online customer experience management solutions and is the unchallenged leader in customer behavior analysis. Tealeaf's CEM solutions include both a customer behavior analysis suite and customer service optimization suite. For organizations that are making customer experience a top priority, these solutions provide unprecedented enterprise-wide visibility into every visitor's unique online interactions for ongoing analysis and web site optimization. Online executive stakeholders from ebusiness and IT to customer service and compliance are leveraging Tealeaf to build a customer experience management competency across the organization. For more information, visit PREMIER EXHIBITOR A consumer's online experience is one of the most important factors in their decision to conduct business with a financial institution. Only Leadfusion delivers the unique combination of solutions necessary to create compelling, interactive experiences for the financial consumer while minimizing the need for expensive and risky development projects. Leadfusion is the industry source for Financial Experience Management(r) (FEM). Patent-pending FEM tools help financial institutions produce an authentic online experience that delivers personal value for consumers and enhances the corporate brand. Leadfusion solutions accelerate conversion, turning prospects into customers and customers into loyal advocates. Leadfusion has been providing compelling experiences for financial consumers since 1995. Over 250 financial institutions, including 36 of the top 50 banks and 2 of the top 3 insurance companies trust Leadfusion to educate and empower their consumers. To learn more contact 877.205.9825 or visit


About Our Media Partners Javelin Research Javelin Strategy & Research is the leading provider of quantitative and qualitative research focused on the global financial services industry. Our extensive quantitative data and deep analyst experience enable us to forecast the direction of the financial services market and make recommendations that empower you and your business to succeed. Using rigorous statistical methodologies, we conduct in-depth primary research studies to pinpoint dynamic risks and opportunities in four coverage areas: Multi-channel Financial Services, Dynamic Payments, Security, Risk, and Fraud, and Mobile Initiatives. Our advantages are rigorous process, independent position, and expert people. Banking Innovation Bank Innovation is produced by Royal Media Group, a media company that has served the financial services industry since 1995. The site offers industry professionals a unique forum for sharing information, reading news, posting blogs, and enetworking with colleagues. Bank Innovation tracks and encourages innovation in banking. We record innovation successes and failures and we do so in a revolutionary manner, through the dynamism of a social network, where bankers of common ilk and dreams can come together to share ideas and insights. CMO Council The Chief Marketing Officer (CMO) Council is dedicated to high-level knowledge exchange, thought leadership and personal relationship building among senior corporate marketing leaders and brand decision-makers across a wide-range of global industries. The CMO Council's 6,000 members control more than $200 billion

in aggregated annual marketing expenditures and run complex, distributed marketing and sales operations worldwide. In total, the CMO Council and its strategic interest communities include over 12,000 global executives across 100 countries in multiple industries, segments and markets. Regional chapters and advisory boards are active in the Americas, Europe, Asia Pacific, Middle East, India, and Africa. Banking Review Media connects the financial services industry with the very best ideas and industry insight. In addition to producing two bi-monthly print and digital publications (Online Banking Review and Retail Banking Review), Banking Review Media works with the industry to influence conversations and harness ideas that will ultimately lead to a better banking experience for consumers. The Financial Women’s Association is the leading professional organization that connects, educates and advances women in business and finance. Founded in 1956, the Financial Women's Association (FWA) is a leading executive organization of over 1,000 members committed to shaping leaders in business and finance with a special emphasis on the role and development of women. The FWA serves its members through educational programs and networking opportunities, and serves the community through its nationally acclaimed scholarship, mentoring and training programs. Learn more about the FWA on its websites: and and social media sites, Twitter: @FWANY and Facebook: Financial Women's Association Contact person: Joyce Sullivan, FWA Board Director, Communications & Digital Media Twitter: @JoyceMSullivan email:

What People Are Saying “Each time I attend Net.Finance it is a totally new experience with new attendees and fresh content. It is the most unique financial services online marketing conference of its kind. The event should not be missed, as the networking is always focused and top-notch.” - David Dalka, Web Marketing Consultant “Attending NetFinance is always a great way for me to step out of the every day grind in order to spark new ideas and keep up with the latest trends and innovative thinking in our industry.” - Megan L. Anderson, Retail Marketing & Prospect Acquisition Team, T. Rowe Price “I wanted to thank you and your team for putting on a terrific event. I thought the quality of the speakers was excellent. It seemed like a nice mix of large and small organizations with some very innovative approaches to the industry. I’m already looking forward to next year!” - Kevin Lynch, SVP eCommerce/Contact Center, 1st Mariner Bank

6 Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: Visit:

Registration Information Pricing for Financial Institutions

$300 Discount Register and Pay In Full By 02/28/11

$200 Discount $100 Discount Register and Pay In Register and Pay In Full By 03/31/11 Full By 04/22/11

Venue Information Full Price

Main Conference





Mobile Channel Focus Day + Two-Day Main Conference





Pricing For All Others*

Full Price

Main Conference


The Palmer House Hilton, Chicago IL 17 East Monroe Street Chicago, IL 60603 Phone: 312.726.7500 groups_palmer.aspx

Team Discounts Over 96% of past attendees said they would recommend Net.Finance to a colleague. That’s why we offer a team discount for financial institutions. Group discounts for Financial Institutions 3-4

25 % off each registration


30% off each registration

Contact Bill Penney for more information regarding Team Discounts at 416.597.4777 or Payment is due in full at the time of registration. Your registration will not be confirmed until payment is received and may be subject to cancellation.

BUY SELECT AUDIO PRESENTATIONS! VIP Package: $250 - Select any package above and for an additional $250 gain access to select audio presentations from this 2011 event* CD ROM ONLY: $580 - Gain access to select audio presentations from this 2011 event* *Presentations available are at the approval of conference speakers. Allow 3-4 weeks after event date for shipping.

The Net.Finance 2011 Solutions Zone: Evaluate Leading eCommerce, eMarketing and Mobile Banking Technology The right technology can improve the results of your marketing campaigns and enhance your customers’ experiences. However, your day-to-day activities may not allow you the time to evaluate the many available choices. That’s why we invite you to visit the Net.Finance Solutions Zone. You’ll have the opportunity to meet with vendors, ask questions and assess the latest digital marketing and mobile banking technologies. To take some of the guesswork out of your decision process, we only allow recognized leaders in financial services marketing and eCommerce into the Solutions Zone. Attention Vendors: Would you like to get your products or services noticed by seniorlevel financial services marketers? If so, contact Chet Silverman at 1.646.200.7478 or to discuss exhibitor opportunities.

All discounts are taken off the full conference price. No two discounts or offers can be combined. Payment is due in full at the time of registration. Your registration will not be confirmed until payment is received and may be subject to cancellation For cancellation and substitution information please visit Connecticut residents must add 6% sales tax to their registration fee.

Net.Finance has procured a special conference rate of $259 per night (plus tax). To book your reservations, call the Palmer House Hilton at 1.877.865.5321 and identify yourself as a Net.Finance attendee. Rooms are limited and are on a first come, first served basis, so make your reservations as soon as possible. The discounted rate expires April 25th, 2011. After April 25th, rooms may still be available, so inquire with the hotel if you have missed the cut off date.

For every registration received at Net.Finance 2011, WBR will donate a portion of the registration fee to Smile Train. For more information about WBR’s involvement with Smile Train, please visit

Others include all service providers and consultants to financial institutions. WBR reserves the right to enforce pricing tiers.



WBR 535 Fifth Avenue, 8th Floor New York, NY 10017

3 Easy Ways To Register The Premier Financial Services Marketing Conference

ONLINE May 16-18, 2011 | Palmer House Hilton Hotel, Chicago, IL

Attention Mailroom: If undeliverable to addressee, this time sensitive information should be forwarded to the VP of e-Commerce/ Marketing/m-Commerce 10547.005/DB

Engage with like-minded financial marketers in conversation about the latest technologies, marketing strategies and best practices! Scan this QR code to join the Net.Finance Group on CALL

1.888.482.6012 or 1.646.200.7530

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The Premier Financial Services Marketing Conference

Discover How To Use Digital Marketing Innovations To Attract And Retain Customers

And much more!

75% New Speakers For 2011

Make sense out of the latest compliance laws. Are confusing regulations holding you back from using digital technology to attract and retain customers? If so, you won’t want to miss our expert strategies for growing your business and maintaining compliance in times of uncertainty.

Develop a mission statement for your mobile platform. Our Mobile Channel Focus Day will help financial institutions of all sizes and sectors move forward with a mobile strategy. If you’re new to mobile services, you’ll discover the pros and cons of various mobile options and learn how to get the buy-in and resources needed to implement them. If you already have a product, our innovators will show you how to think big and provide even more value-added services.

Attend over 25 sessions to learn how to maximize your ROI across a variety of channels including social media, mobile, email and web. The sessions will explain how you can deliver a relationship-based experience that results in an increased number of accounts.

Discover how the recent explosion in new technology affects everything from the way you market your services to what customers expect from your institution.

Here’s just a taste of what you can expect from Net.Finance 2011: •

Sponsored by:

May 16-18, 2011

Palmer House Hilton Hotel, Chicago, IL

Financial Institutions:

Save up to $300 when you register early!

Mention priority code mentioned on the back cover to receive the discount.

Organized By:

"It was beneficial for me to attend Net.Finance to gain perspective on how others are approaching the business, technology and marketing challenges of our industry. In addition to the presentations, the 1-on-1 conversations and relationshipbuilding opportunities were key takeaways for me." - Ralph Betters, CIO, Third Federal Savings and Loan

REGISTER Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: Visit: TODAY:

Net Finance  

Net.Finance is the conference that helps you improve your mobile and online bank marketing strategies, and is considered the number one fina...

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