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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
  • Founded: 1983 by George F.
 (NASDAQ NASDAQ
 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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Copyright 2003, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Publication:Business Wire
Date:Mar 31, 2003
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