| The evolving role of Banking Solutions as effective instruments in developing new business strategies. |
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| Session 1 |
Friday 7th June 2002 from 10h00 to 12h15 |
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| 10H00 - 11H00 |
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Attendees and guests registration |
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| 11H00 - 11H30 |
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Welcome speech
Dr. Alfredo Gysi, CEO, BSI SA, Chairman of the Association of the Foreign Banks in Switzerland, Member of the Board of the Swiss Bankers Association |
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| 11H30 - 12H15 |
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"Wealth Management in the 21st Century" - Challenges & opportunities in Private Banking. New Operational models and examples. Plug & Play Architecture.
Enrico Toson, Marketing Manager, HP Financial Services Western Europe |
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| 12H15 - 12H45 |
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Aperitif |
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| 12H45 - 14H00 |
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Lunch |
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| Session 2 |
Friday 7th June 2002 from 14h15 to 18h00 |
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| 14H15 - 15H00 |
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"Custom made solutions in the complex panorama of placement and management of financial products"
Luigi Vajani, Debug Software Tailoring, Milan |
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| 15H00 - 15H15 |
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Coffee-Break |
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| 15H15 - 16H00 |
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"Outsourcing - what's in a name?" - Positioning of outsourcing for private banks. An eye-witness report.
Joseph M. Kaister, Hendrik van Gammeren, Boss Lab SA, Lugano |
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| 16H00 - 16H15 |
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Coffee-Break |
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| 16H15 - 17H00 |
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"Integrated Portfolio Management" - Strategic and partnership relationship between banks and software solutions providers.
Peter Welch, ERI BANCAIRE SA, Geneva |
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| 17H00 - 17H15 |
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Coffee-Break |
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| 17H15 - 18H00 |
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"The New Frontier of Wealth Management" - Strategic, organisational and technological implications.
Ettore Pietrabissa, Chairman Venture Consulting, Milan |
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| Session 3 |
Saturday 8th June 2002 from 10h00 to 12h45 |
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| 10H00 - 10H45 |
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"Internet enabling technology for the (new) full service branch: banks must answer customers needs for integrated access"
Roberto Sarina, Etnoteam Spa, Milan |
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| 10H45 - 11H00 |
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Coffee-Break |
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| 11H00 - 11H45 |
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"Global Wealth Management Holistic Approach" - Evolution path of Private Banking and Family Office.
Fabrizio Rizzi, Isys Banking Software, Lugano |
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| 11H45 - 12H00 |
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Coffee-Break |
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| 12H00 - 12H45 |
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"Customer due diligence for Private Banks" - How can IT evolve to support the new requirements.
Peter Johnson, Promco, Geneva, developers of OLIVIA PMS system |
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| 12H45 - 14H00 |
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Lunch |
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| Session 4 |
Saturday 8th June from 14h15 to 17h30 |
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| 14H15 - 15H00 |
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"Marketing, Relationship, Value, Customer: CRM in the Finmatica vision : To invest on the knowledge of the customer to obtain value and profit"
Livio Perugini, Finmatica Spa, Brescia |
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| 15H00 - 15H15 |
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Coffee-Break |
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| 15H15 - 16H00 |
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"Shareholder Value Management in the Wealth Management sector"
Giacomo Carlo Neri, Price Waterhouse Coopers Global Management Solutions Srl, Milan |
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| 16H00 - 16H15 |
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Coffee-Break |
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| 16H15 - 17H00 |
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"Business Performance Management: solutions that enable Financial institutions to measure performance, anticipate where their business is going and leverage opportunities for growth"
Aldo Borghi, Hyperion Solutions Italia, Milan |
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| 17H00 - 17H30 |
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Concluding session |
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 Conferences are coordinated by Mr. Andrea Bigi, Editor-in-Chief of Azienda Banca, Milan.
Simultaneous translation English Italian and vice-versa is provided. |
