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Overview

The Council’s Financial Services Idea Exchange comes together to develop programs and initiatives that reflect financial services' industry concerns and explore vital issues. Participants come from banking, investment management, insurance and affiliated industries, operating in extended enterprises that start with the customer, and spread through technology and service partners, regulators, and others.   Each year, the group organizes a couple public breakfast briefings and a half dozen private member-only meetings wheer industry experts can build relationships and discuss the latest trends.  These sessions provide valuable insights into the minds of technology buyers at the region’s leading financial institutions.

 

2006-2007 Executive Series - Anytime Anywhere Interaction - Are you Ready?

The confluence of investments in infrastructure and processes, combined with healthy service-oriented competition and recent advances in technologies at the right price (and that really work) are finally making the vision of anytime anywhere interaction a reality. This inflection point has tremendous implications on security, privacy, innovation, methods for solutions delivery, managing in a global environment, data management and mining, risk management, resiliency, regulation, and compliance.

The Financial Services Idea Exchange has created a series of executive sessions that delve into issues related to today’s anytime anywhere interaction. Join us on November 2nd as we kick off the series with a session titled, “Are you Ready?” Subsequent sessions will delve deeper various perspectives – Customer, Enterprise, Compliance – as we explore the implications of this new reality. Don’t be left behind. Your peers will be there. Join us and be part of the solution.

Anytime Anywhere Interaction - Executive Sessions:

 - Are you Ready? (December 8, 2006)

 - The Consumer Perspective (March 22, 2007)

 - What's Wrong with the Mobile Web? (May 25, 2007)

 - 21st Century Interactions (November 1, 2007)

Upcoming Advisory Board Meetings

The Financial Services Advisory Board meets on a regular basis and is open to member executives with direct experience/expertise in the financial services industry.


Past sessions have included:

  • Wireless in Financial Services: The New Wave of Distribution Channels, featuring executives from Aliaswire, Inc.; Eaton Vance Management; Fidelity Investments; Financial Insights; and Pyxis Mobile.

  • Alternative Investments and Enterprise Risk: Business Requirements, Technology Implementations, Security and Risk, featuring executives from Aspect Capital; Financial Insights; Kirkpatrick & Lockhart; MFS; Netage Solutions; Putnam Investments; Rydex Capital Partners; and William Gallagher Associates.

  • Doing Business Across Borders, featuring executives from Babson Capital Management; Citizens Financial Group; Federal Reserve Bank of Boston; Fiserv; ICICI Bank; Merrill Lynch; Sovereign Bank; and State Street.

Council Representative:

To learn more about the Financial Services Cluster contact Heather Johnson, VP Strategic Relations, 617-437-0600 x 28, heather@masstlc.org