Kristin Moyer

From Peter Redshaw> Within the Banking and Investment Services team, we continue to receive a wide range of enquiries from our financial services clients. What is clear from these ongoing interactions with clients is that time is of the essence – time to plan and form strategies is in short supply, and clients are increasingly looking to Gartner for help with this process. For those clients able to make it to our Gartner Symposium in Cannes, France, which kicks off in just over two weeks time, we hope to provide exactly this type of assistance, centered on the dedicated sessions during the special “Industries Morning” on Monday 3^rd November plus other events throughout the week. Some of these are “by registration only” sessions, so it is worth having a look at the event website and using the Agenda Builder  -  http://agendabuilder.gartner.com/esc21/webpages/Home.aspx – to add these sessions to your calendar, and where necessary register your attendance.

In further posts I’ll be able to include links to both a podcast and a video that give more of the flavour for our keynote FS presentation and the workshops we’ll be running. In the meantime, here is a quick summary for eleven of the presentations, workshops, roundtables and networking events that will be delivered by the Banking and Investments Services analysts, dedicated to Financial Services professionals. Note that many of these are designed for end-users financial services companies only so that they can exchange views freely – I’m afraid that vendors might cramp their style!

1.    Six Things That Could Kill Your Financial Services Firm in 24 Months

09:30-10:30, Monday, 02 November 2009 (Location: Palais des Festivals – Ambassadeurs 2)

“Despite the current gloom, as the dawn of a recovery gets a little closer, some financial services firms will see an opportunity to rebuild their brand and their business. But for others, this brave new world will be a harsh and possibly fatal environment. Make sure your IT plans put you in the former category.”

2. Financial Services Workshop: Cost Optimization Best Practices and Banking on Recovery (REGISTER!)

11:00-13:30, Monday, 02 November 2009 (Location: Palais des Festivals – Ambassadeurs 1)

This extended workshop forum, including a working lunch, will allow attendees from FSI to work together to explore key issues, share best practices and create practical action plans. The session agenda is as follows:

• 11:00-12:00 —“Cost Optimization — what works and what doesn’t work,” sharing participants’ actual experience from FSI organizations and their practical advice
• 12:00 — Lunch will be served
• 12:15-13:15 “Banking on Recovery” — examining the participants’ views on investments they must make grow, where new budgets should be prioritized, and making the transition to the post-recession banking world
• 13:15-13:30 — “Wrap up” — with a focus on actionable advice and practical solutions.

3.  Gartner Analyst/User Roundtable: BPO for Banking/Investment Services       REGISTER

15:45-16:45, Monday, 02 November 2009              Speaker: Peter Redshaw

4.  Gartner Analyst/User Roundtable: Collaborating With Regulators in the ‘New’ Financial Services Industry         REGISTER

17:00-18:00, Monday, 02 November 2009              Speaker: Alistair Newton

5. Workshop: How Will You Survive the Six Killers of the Retail Banking Sector?   REGISTER

08:00-09:30, Tuesday, 03 November 2009            Speakers: Alistair Newton and Peter Redshaw

The retail banking sector has been drastically shacked by the subprime crisis. New opportunities are emerging but also new major risks for the sector. This workshop will give you the opportunity to discuss those new risks with Gartner’s financial sector analysts and other retail banking CIOs.

6. Gartner Analyst/User Roundtable: Offshoring for Banking/Investment Services         REGISTER

15:45-16:45, Tuesday, 03 November 2009            Speaker: Peter Redshaw

7. Gartner Analyst/User Roundtable: Development of End-Customer-Oriented IT in Financial Services             REGISTER

14:30-15:30, Tuesday, 03 November 2009            Speaker: Alistair Newton

8. Executive Roundtable: The Future of European Insurance            REGISTER

14:30-15:30, Wednesday, 04 November 2009       Speaker: Juergen Weiss

9. Gartner Analyst/User Roundtable: To Cloud or Not to Cloud — How Applicable is Cloud Computing and SaaS for the Insurance Industry?     REGISTER

16:00-17:00, Wednesday, 04 November 2009       Speaker: Juergen Weiss

10. Gartner Analyst/User Roundtable: Pan-European Insurance Platforms – Dream or Reality?             REGISTER

09:45-10:45, Thursday, 05 November 2009           Speaker: Juergen Weiss

11. Insurance Networking Lunch (please note that this lunch requires pre-registration and is limited to 80 attendees) REGISTER

13:15-14:30, Tuesday, 03 November 2009            Speaker: Juergen Weiss

Join us for a networking and best practices lunch session for professionals from the Insurance Industry. Sponsored by Fadata, the lunch will include an introduction from Gartner analyst, Juergen Weiss, followed by a discussion by Fadata on the state of the insurance industry in Europe.