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New advancements in technology, device usage, and overall consumer behavior have transformed online banking into a suite of new services dominated by smartphones and tablets. But where does that leave business customers? Wouldn’t employees accessing cash management applications via mobile technology benefit just as much – if not more?
This session will explore the growing trends in mobile access and how these advancements can be focused on creating a new level of usability and unified user experience for business customers. It will also examine the issues of security and risk mitigation in using mobility for critical business activities. Mobile services can directly assist businesses in addressing today’s activity and access challenges. To drive success, smart financial institutions will offer these services to empower their best and most profitable relationships with the desired tablet and smartphone applications needed to better compete in an increasingly mobile marketplace.
HIGHLIGHTS
What is driving mobile usage in cash management/treasury
Specific strategies for business/corporate tablet usage
Unique security issues for mobile treasury services
How pricing strategies can be molded for use of mobile business applications by various-sized organizations
How problem solving for business customers engenders higher loyalty
TAKE-AWAY TOOLKIT
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND? Executives, board members, and treasury/cash managers and staff.
ABOUT THE PRESENTER – David Peterson, i7strategies, is an eBanking pioneer, with a national reputation as an expert in financial technologies and electronic payments. David serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was the founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions. David previously served as EVP for Q2, a virtual branch software provider where he focused on enterprise-wide strategic initiatives, product direction, and executive consulting. He remains active in payment virtual banking initiatives, serving as Chairman of GACHA. A dynamic, engaging presenter, he has performed thousands of presentations and led dozens of strategic planning sessions and workshops for financial institutions and FI service providers.
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