E-Signature Seminar

The March 29th, 2012 E-Signatures in Banking Seminar is now closed.  Based on the success and demand for this event, we are busy planning our next half-day session. To receive notification for future events, please complete the form below. If you’d like to discuss your e-signature needs right away, give us a call: 1-805-496-5059.

Electronic Signatures,

Unlocking the Potential of your Bank’s Multichannel Strategy

DATE/TIME/LOCATION                                                                                                                                      
Thursday, March 29, 2012
8:30 a.m. to 1:00 p.m.                                                                                                                                                
Ritz Carlton Hotel
4375 Admiralty Way
Marina del Rey, CA 90292
If you require a room, please make your reservation directly with the hotel and ask for the SOFTPRO E-Signature Seminar rate of $239/night.

INTRODUCTION
Join industry experts from SOFTPRO NA and TowerGroup for this half-day session where you’ll learn how electronic signature technology can make your bank’s multichannel strategy coherent, effective, and provide a consistent and customer-friendly experience.

WHY ATTEND?
As your organization continues to innovate where and how it interacts with customers – online, mobile, and in-branch– the need to implement a multichannel strategy that leverages the same e-signature technology across multiple environments and offers a consistent, user-friendly customer experience becomes critical. Learn how electronic signature technology can bridge the gap between your business channels and unlock the potential of your multichannel strategy – It is possible for your organization to acquire customers whenever and wherever they are ready to do business.

WHO SHOULD ATTEND?
This event is designed for both business and IT banking executives who are responsible for acquiring and deploying technologies that improve operations, enhance customer satisfaction, and ultimately grows the business. This event will be beneficial if you, or one of your colleagues, is an executive involved with:

• Online/Mobile Banking
• Retail Banking
• IT Architecture Strategy

SPEAKERS
Nicole Sturgil, Research Director in the Retail Banking & Cards Practice, TowerGroup
Nicole Sturgill is a Research Director in the Retail Banking & Cards practice at TowerGroup specializing in delivery channels. She has responsibility for research and advisory activities covering trends and developments in branches, ATMs, contact centers, online banking, mobile banking, and social media. Nicole’s areas of expertise, developed over 15 years in the financial services industry, include ATM strategy and processing, cash supply chain management, operational analysis, best practices, vendor management, and regulatory compliance.

Rodney G. Vesling, President and General Manager, SOFTPRO NA
Rod Vesling has financial and operational responsibility for SOFTPRO NA’s electronic signature and fraud prevention business units in the United States, Canada, Mexico and the Caribbean. Prior to SOFTPRO, Rod was Senior Vice President and Officer of Interlink’s E-transactions business unit where he developed a reputation as an industry authority relating to esignatures and workflow automation. In addition, Rod has held management positions at both Plasmon (formally LMS, a division of Philips Electronics) and Eastman Kodak Company. He holds a Masters in Business Administration from the William E. Simon School of Business at the University of Rochester and an Economics degree from St. Lawrence University.

Alain Sarraf, CTO, SOFTPRO NA
Mr Sarraf joined SOFTPRO in 2003. In his previous role with the company as Executive Vice President Product Management and Marketing Sarraf was key to shaping SOFTPRO’s successful product strategy and positioning the company as a world market leader in both the automated verification and electronic contract processes markets. Sarraf holds a Masters degree in Computer Science from Concordia University, Montreal, Quebec, Canada. He began his career with Nortel Networks and has previously worked for other large multi-national companies such as Hewlett-Packard and Agilent Technologies.

AGENDA
8:30 – 9:00
Continental Breakfast

9:00 – 9:45
Delight the Client: Achieving Multichannel Onboarding
Nicole Sturgill, Research Director with TowerGroup will cover:

• The connection between multichannel integration and customer experience
• The superior onboarding process
• Where the multichannel strategy falls short

9:45 – 10:45
E-Signing: A Multichannel Enabler
Rod Vesling, President and GM, SOFTPRO NA will discuss:

• Electronic signatures and their role in a multichannel implementation
• The strategic approach to multichannel e-signing
• Demonstrations: Mobile E-Signing; In-Branch Account Opening; Click-to-Sign

10:45 – 11:00
Coffee Break

11:00 – 11:45
Dissecting E-Signatures: What are the components of a strategic esignature paltform?
Alain Sarraf, SOFTPRO’s CTO, will explain:

• How one esignature technology can be used in all esigning environments
• The value of using a standard esignature format
• The expectations regarding ease-of-deployment

11:45 – 12:15
Panel Discussion and Q&A
You’ve heard about the trends, the business benefits, and the technology requirements of electronic signatures in the context of your multichannel strategy. During this panel discussion and Q&A, our speakers will focus on helping you get started or continue to build on your current implementation.  Feel free to submit your questions in the “Comment” section of the RSVP form.

12:15 – 1:00
Lunch