ADVISORY/Forrester Research Finance Forum.Business Editors/High-Tech Writers ADVISORY...for Monday Monday: see week. - Wednesday Wednesday: see week. (May 5 - 7) --(BUSINESS WIRE) Forrester Research Forrester Research is an independent technology and market research company that provides its clients with advice about technology's impact on business and consumers. Corporate facts
in full National Association of Securities Dealers Automated Quotations U.S. market for over-the-counter securities. Established in 1971 by the National Association of Securities Dealers (NASD), NASDAQ is an automated quotation system that reports on :FORR FORR Friends of the Russian River FORR Freedom of the Road Riders (Motorcyclists) FORR Flight Operations Readiness Review ):
WHAT: Forrester Research Finance Forum, "Winning The Next Financial
Services Consumer"
North American consumers are changing -- what they want, who
they trust, how they do business. How will financial
services firms win the loyalty of these consumers? What
technologies and related strategies will smart firms use
to meet consumers' expectations?
At the 2003 Forrester Finance Forum, Forrester analysts and
industry experts will describe the technology strategies
that smart banks, brokerages, mutual funds, credit unions,
and insurance and credit card companies will use to
attract and retain financial services consumers in the
next five years.
Key Takeaways:
This two-day Forum will help executives learn what products
and marketing messages will appeal to the next financial
consumer -- so they can find new customers, keep existing
customers, sell more to them, and grow their way out of
the recession. Business and financial services executives
and technology strategists will learn:
-- Who the next financial services consumer is.
-- Which cross-sell strategies will work.
-- How the role of human advisors will change.
-- What technologies firms will need to manage relationships
with the next generation of financial services consumers.
-- Which providers have the right people, processes, and
technologies to win.
WHEN: May 5-7, 2003
May 5, 5:00-7:00 p.m. Registration and Technology
Showcase Reception
May 6, 8:00 a.m.-5:15 p.m. Speaker Presentations
May 7, 8:00 a.m.-1:15 p.m. Speaker Presentations
May 7, 1:15-2:30 p.m. Lunch and Technology Showcase
WHO: Featured speakers include:
-- Scott G. McNealy, Chairman, President, and CEO, Sun
Microsystems
-- James T. Rager, Vice Chairman, RBC Banking, RBC Financial
Group
-- Deborah A. Beck, Executive Vice President, Planning and
Technology, Northwestern Mutual
-- Carl F. Pascarella, President and CEO, Visa U.S.A., Visa
International
-- Mark A. Ernst, Chairman, President, and CEO, H&R Block
-- Daniel Kahneman, 2002 Nobel Laureate, Economics,
Professor, Psychology and Public Affairs, Princeton
University
-- John W. Bachmann, Managing Partner, Edward Jones
Featured Forrester analysts include:
-- Bill Doyle, Group Director
-- Ekaterina O. Walsh, Ph.D., Senior Analyst
-- John P. Dalton, Senior Analyst
-- Jaime Punishill, Senior Analyst
-- John C. McCarthy, Group Director
WHERE: Hilton New York
1335 Avenue of the Americas
New York, NY 10019
Phone: +1 212/586-7000
Fax: +1 212/315-1374
For complete Event information, please visit:
http://www.forrester.com/Events/Overview/0,5158,538,00.html
If you are not a member of the press and you cannot attend
this Event, please call Forrester at +1 617/613-5905 for more
information on an Event Webcast.
MEDIA: Seating is limited. RSVP by Friday, April 25, 2003. To
request interviews and register for the Event, please provide
your full contact information to:
Mariko Zapf
Manager, Public Relations
Forrester Research
mzapf@forrester.com
+1 617/613-6255
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