Join us for a Mobile Monday discussion about financial services and mobile.
Hosted by Bank of America, you’ll hear from financial services leaders about the intersection of the mobile and financial worlds.
In addition to his Banking Transformation capacity at Bank of America, Marc B. Keller acts as an Executive-in-Residence at MIT’s Center for Future Banking. He works on business development and strategy to determine Bank of America’s new business models and strategic approaches to consumer finance across the BAC enterprise, including emerging payments and mobile commerce initiatives. At MIT, Marc also advises the Next Billion effort to expand financial services via mobile telephony to the underserved both in the US and in the developing world.
Matt Calman – Senior Vice President and R&D Executive, Bank of America
Also a member of the Innovation team at Bank of America, Matt Calman leads the Center for Future Banking, a joint venture between the bank and the MIT Media Lab focused on rethinking the human financial experience. His organization also includes the Gateway Innovation Lab and the Innovation Enablement Team. Calman joined the bank in 1986 in Corporate Trust and has led teams in information technology, strategy, and process design. He founded several industry workgroups focused on business and technical standards for emerging image transaction processes. In his current role, Calman brings together cutting-edge research at MIT with strategies and innovation capabilities across the enterprise. He also leads an innovation team for China Construction Bank, building innovation labs and teams in China. Calman has authored more than 30 U.S. and foreign patents and was named Bank of America’s first Inventor of the Year in 2008.
Chris Musto – General Manager Financial Services, Keynote Competitive Research, Keynote Systems Inc.
Chris leads the Keynote Competitive Research program. In this role, Chris oversees two dozen annual competitive benchmarking studies in North America and Europe covering over 35,000 user sessions and technical monitoring of roughly 1 million task simulations across 200 leading financial services, retail, search, travel and other sites annually. In addition, Chris oversees Keynote Scorecards for Financial Services, a fact-based competitive benchmarking service. Chris joined Keynote in 2005 with the acquisition of the Watchfire benchmarking and website assessment services business unit. His areas of focus include best practices in online customer experience, identifying the online interactions that drive successful sales and service outcomes, and the integration of the Internet into an overall delivery strategy. He has been cited in leading media outlets such as The Wall Street Journal and USA Today.
Bill Hartman – Director of Research, Essential
Senior consultant leading Essential’s research efforts in product and service discovery and definition, Bill Hartman maps strategy opportunities and drives development agendas. Expert in the translation of user and channel inputs into design requirements for hardware, software, web interaction, device interaction, and service development projects. Bill consults to clients in a wide range of industries but most recently led a multi-nation, ethnographic study including the use of mobile in financial transactions. He also led a co-creation study among young adults to develop a strategy for LifeTuner, an online community sponsored by the AARP to increase financial literacy.
Aaron MacPherson –Practice Director with IDC Financial Insights
Aaron McPherson is a practice director with IDC Financial Insights, responsible for the strategic direction of research in payments and security. With the onset of mobile technology his research has grown to encompass mobile and he brings the insight of many conversations with industry leaders to our community. Previously, Mr. McPherson was a principal in the Consumer Financial Services Group at American Management Systems (AMS), a leading technology strategy and implementation firm. While there, Mr. McPherson developed implementation strategies for CRM initiatives at a top-ten North American bank as well as a leading online bank. Before joining AMS, Mr. McPherson served as a financial analyst in the Executive Office of the Commonwealth of Massachusetts.
When: Monday, May 24th from 6 to 9 pm
Where: Bank of America auditorium at the first floor of 100 Federal Street, Boston, MA.
- Accessible by the Red Line (South Station or Downtown Crossing) and Orange Line (State Street), as well as several buses (link). This location is wheel-chair accessible. Parking is available at Post Office Square and other public lots in the surrounding area.
Note: Registration closes at noon on Friday May 21 so we can clear all participants with security.
Many thanks to event organizers Dave Micalizzi of KMDM Inc and Lisa Handalian of Bank of America-Merrill Lynch who are our Mobile Monday ambassadors to the financial world.
Refreshments are compliments of Essential Design.