Monday, May 12, 2008
3:00- 8:00
Registration
6:00 – 8:00
Cocktail Reception
8:00 – 10:00
Dinner
Tuesday, May 13, 2008
7:00 – 9:00
Breakfast
9:00 – 9:15
Welcome
9:15 – 10:15
Banking Industry Delivery Channel Trends, 2006-2010
GeorgeGeorge Tubin, Tower Group’s Research Director, Delivery Channels & Financial Information Security, will discuss how and why consumer banking transactions are changing, and how the Internet revolution is affecting the nature of bank delivery. He will also share his findings on how the increasing complexity of the delivery channel environment is forcing banks to create collaboration between channels.
10:15 – 10:40
Break
10:40 – 12:10  
Provenir Product Update
Haven’t seen all the cool features in 6.0? Wondering what’s coming next? Want to provide input on priorities for future releases? This interactive sessions will provide a firsthand view of how these new features can help you expand your product offerings and channels. They also provide the opportunity to discuss your business and technical goals and suggest features that would help you achieve your goals.
12:10 – 12:40
Welcome Provneir Wiki
A Wiki is an effective tool for documenting and sharing information. Learn how the new Provenir Wiki will make finding documentation easier and more accessible for all users. Join the Provenir Wiki team and start contributing your tips and tricks to the Provenir community.
12:40 – 1:45
Lunch
TECHNICAL TRACK
BUSINESS TRACK
1:45 – 2:20
Break the Log Jam with End of Day Processing
Loan origination systems feed numerous other enterprise applications such as account management systems and data warehouses. They require special workflows for exception queue processing as well as escalation procedures when loan applications reach various thresholds. Loan processing systems must also generate dozens of documents, letters, etc., by directly (or indirectly) interfacing with document generation systems. Merrick bank will describe how they implemented an End Of Day process to minimize the impact of ancillary processes during core business hours.
Improve Your Wallet Share
Discuss the challenges of implementing efficient cross-sell/up-sell capabilities and learn how to use the Provenir Platform to boost these capabilities. Learn how to identify cross- sell/up-sell candidates, as well as predict and recommend relevant products and services. Get tips on turning day-to-day operations (such as mailings, letters) into revenue generating activities and how to leverage all your inbound channels.
2:20 – 2:30
Travel Time
2:30 – 3:05
Making Sense of System Performance
Wells Fargo Bank will present methods they have used to measure the performance of their Provenir solutions. They will discuss ways to determine the impact of the platform’s performance on business processes and how to use the results for process improvement. They will also share some tips on how to get started, narrow the focus, and use data for analysis and actions.
Generate Office Documents to Reduce Time and Errors
Discover the numerous types of documents that can be automatically created as part of the loan origination process. Eliminate redundant data entry as well as copy and distribution tasks by generating Word, Excel and PDF documents and having them automatically emailed to the appropriate users. Merge multiple documents in a variety of formats into a single PDF document for easy review and distribution.
3:05 – 3:15
Travel Time
3:15 – 3:50
Pinning, Inheritance and Overrides
Reuse of business logic has been the holy grail of the software industry once automation was achieved. The difficulty with reuse in financial services applications is that: a) things are rarely exactly the same; and b) coordinating changes across product and organizational boundaries can take more time and effort than duplicating the function. Learn how the pinning, inheritance, and override features can make the promise of reuse a reality.
Multi-Bureau Scoring using SaaS
Jaywing is utilizing Provenir's new hosted environment in Europe. Learn how they are using credit reports from multiple credit bureaus to provide better service and analytics to their customers.
3:50 – 5:00
Free Time
5:00 – 11:00
Bus Departs for Tavern on the Green
Wednesday, May 14, 2008
7:00 – 9:00
Breakfast
9:00 – 9:30
To Catch a Fraudster or Phisher
Protecting customers from fraudsters and phishers is an important responsibility for financial institutions. Join your peers in an important discussion about security and privacy concerns in the growing online and mobile banking channels. Share challenges you have faced and discuss procedures you have implemented to help protect your customers.
Improve Your Wallet Share
Discuss the challenges of implementing efficient cross-sell/up-sell capabilities and learn how to use the Provenir Platform to boost these capabilities. Learn how to identify cross- sell/up-sell candidates, as well as predict and recommend relevant products and services. Get tips on turning day-to-day operations (such as mailings, letters) into revenue generating activities and how to leverage all your inbound channels.
9:30 – 9:40
Travel Time
9:40 – 10:10
TDBN Case Study - Performance Assessment
TDBankNorth will share the steps they took to assess the performance and resource utilization of their Provenir Solution. Learn about their findings and the actions they took to streamline their operational environment.
Know the Score
Provenir’s 6.0 release has major Scorecard Plug-in enhancements. Learn how these enhancements will enable you to expand your use of analytics across the customer lifecycle. Enhancements include: reason code support, which help applicants and loan officers understand what contributed to the score; the use of functions for characteristic weights; and the ability to specify an alternative formula for implementing non-additive scorecards.
10:10 – 10:20
Travel Time
10:20 – 10:50
Adaptor Master
Are you getting the most from your Foundation Adaptors? Learn about the many enhancements that have been made to the Foundation Adaptors to streamline integration with more and more systems and third party vendors. Get the tips and tricks for simplifying your integration tasks and keeping your system running smoothly in all environments.
Zions Case Study
Hear the processes that Zions is utilizing to successfully manage the implementation of their second Provneir project.
10:50 – 11:00
Travel Time
11:00 – 11:30
Configuration Clinic
Is your configuration getting bloated? Is difficult to maintain or add new processes? Discuss your configuration challenges with "Provenir Masters." Share tips and techniques and learn how to prevent and correct bottlenecks, improve maintainability and employ Provenir Best Practices.
Succeeding in Today's Credit Crisis
Bridgeforce will share their instights into how financial service companies can succeed in today's credit environment
11:30 – 12:45
Lunch
12:45 – 2:15
Effective Channel Management
The Internet is a cost effective channel for customers and financial institutions and provides anytime, anywhere access to products and services. In order to obtain the maximum benefit from this important channel, your Web pages must be engaging and easy to use. Learn how the Provenir Platform makes it easy to implement Web pages that are tailored for different market segments, campaigns, and/or partner sites while ensuring consistency and maintainability.
2:15 – 2:45
PDI’s for Quick 3rd Party Integrations
Foundation Adaptors revolutionized third party integrations by enabling clients to visually configure interfaces without any customization of their code. Provenir’s Predefined Interfaces (PPI) take it a step further by providing clients with the schemas and connection parameters for commonly used third party systems and data providers. Learn how you can use PDIs to jumpstart your integrations and suggest PPIs that would be helpful to your organization.
2:45 -3:15
Wrap-up

* Schedule subject to change