Forrester Research: - Finance Forum

Boost Your Cross-Sell Success With Great Customer Experiences

June 9-10, 2005

New York, N.Y.

Sponsors

The following organizations have sponsored this Forrester Event. If your organization is interested in sponsoring an upcoming Forrester Event, contact Laura Highmark at lhighmark@forrester.com.

Platinum Sponsors
IBM

Silver Sponsors
Avenue A | Razorfish
ChannelNet
Coradiant
Epiphany
LivePerson
MSN
Proficient Systems
Sigma Dynamics
Syntel
Who's Calling

Gold Sponsors
ATG
iGATE Global Solutions
Modem Media

ATG

http://www.atg.com

ATG software helps some of the world's largest financial institutions create a richer, more adaptive interactive experience for their customers, sales force, and business partners, online and via other channels. Our solutions help companies more effectively market, sell, and service their customers thereby enhancing revenues, reducing costs, and improving the satisfaction and overall experience of their customers. Our financial service customers include companies such as HSBC, Merrill Lynch, Barclays Global Investors, Mellon Financial, Fidelity Investments, Wells Fargo, Fannie Mae, Friends Provident, Conseco, DAB Bank, and Aetna.

Avenue A | Razorfish

http://www.avenuea-razorfish.com

Avenue A | Razorfish is the largest interactive marketing and technology services firm in the U.S., and an operating unit of Seattle-based aQuantive, Inc. Avenue A | Razorfish solutions are entrenched in deep technology, rigorous analytics and a rich understanding of customer needs, including award-winning online advertising, website and web application development, intranets/extranets, search engine marketing, and email/eCRM.

ChannelNet

http://www.channelnet.com

Since its founding in 1985, ChannelNet® (formerly The SoftAd Group) has created thousands of multichannel marketplace solutions for hundreds of global corporations. Using its patent-pending ChannelNet SiteBuilder™ software product, the company's professional services team works with each client to create a unified network of corporate, brand, and sales channel Web sites that guides customers as they research their product or service options online and complete their purchases, either online or off. The result is a dynamic, multichannel marketplace that synchronizes product and services information, marketing programs, and customer data across hundreds, even thousands of Web sites.

Coradiant

http://www.coradiant.com

Coradiant's unique approach to web performance monitoring quickly delivers accurate management information in business-relevant formats. The company's award-winning TrueSight Real-User Web Transaction Monitoring equipment includes Watchpoint technology that gives site operators and IT teams a real-time understanding of the user's web experience without the complexity, cost and risk of traditional performance management approaches.

Epiphany

http://www.epiphany.com

Epiphany provides software solutions that increase profitability at the largest consumer-oriented companies by making every customer interaction intelligent. With over 475 customers -- including financial services organizations such as ING DIRECT, Washington Mutual, and Wells Fargo -- Epiphany powers deep customer insights and optimizes each relationship from both a revenue generation and customer retention viewpoint.

Epiphany's retail finance solutions increase bank profitability by bridging systems, channels, and product silos to maximize the value of each customer relationship, and are the engine behind powerful organic growth strategies that increase "share of wallet" and products per household, as well as increase customer satisfaction and loyalty.

IBM

http://www.ibm.com

IBM's Business Consulting Services helps leading financial services organizations realize business value through innovative thinking, rapid execution, and deep cross-industry financial services expertise. Our CRM services are designed to assist our clients in making the leap from simply managing the customer relationship to achieving "relationship fidelity" — an approach whereby a company's brand promise is effectively delivered through the day to day execution of the customer experience. Our capabilities, which spans strategy through operations, across marketing, sales and service domains, has helped companies achieve their transformational initiatives for years.

iGATE Global Solutions

http://www.igate.com

iGATE is the first integrated technology and operations company with a global services model. iGATE provides end-to-end services — consulting, technology and business process outsourcing and provisioning.

With proven offshore and near shore capability, development centers in India, China, Malaysia, US and over 4700 employees; iGATE serves over 100 G-1000 companies.

LivePerson

http://www.liveperson.com

LivePerson's customer interaction management solutions help financial service organizations leverage the online channel to attract and retain profitable customer segments.

Our user-friendly hosted technology enables you to identify high-value visitors on your website, proactively engage them with relevant offers and real-time assistance, and deliver an extraordinary online experience.

Used by industry leaders like SunTrust Bank and Forex Capital Markets, LivePerson's solutions produce bottom-line results, including improved cross-sell and up-sell ratios; increased online account openings and applications completed; and reduced service costs and attrition rates. Contact LivePerson today, and discover how our technology leads to long-lasting customer loyalty and greater profitability.

Modem Media

http://www.modemmedia.com

Modem Media is an interactive marketing strategy and services firm that works with world-class companies to leverage and maximize their marketing channels so as to realize greater value and loyalty from their customers. We offer a range of services including interactive and integrated marketing strategies; creative design and execution; media research, planning and buying; search marketing and optimization; and digital and direct marketing. Founded in 1987, Modem Media is recognized for its success in helping customers increase sales and reduce costs across their communications, selling and service activities. The company builds value for global businesses including Allianz, AOL, Delta Air Lines, HP, Heineken USA, Home Depot, Kraft, Lloyds TSB, Michelin, Philips Electronics, PricewaterhouseCoopers and Sprint. With offices in London, Norwalk, Connecticut and San Francisco, Modem Media and sibling Digitas are agencies of Digitas Inc., one of the world's leading digital and direct marketing services organizations.

MSN

http://www.msn.com

Leading the Future of Online Financial Services

MSN provides consumers with a full suite of financial tools and information. Sites like MSN Money, MSNBC, MSN Video and others provide useful financial information about everything from buying a home, purchasing insurance or selecting a broker. MSN and Microsoft Money software also help consumers take control of their personal finances with detailed personal finance management software tools. Whether it's researching investments, reading the latest financial news, or purchasing online -- MSN connects people with the information they care about most.

Proficient Systems

http://www.proficient.com

Proficient Systems is a leading provider of e-business technology solutions that enable financial service institutions to leverage their collective assets (Web traffic, sales people and marketing programs) to generate more revenue while enhancing their customers' online experience. The Proficient Sales Server™ identifies and ranks the best browsing prospects on your Web site for your call center people to approach and engage through chat and collaborative browsing.

Sigma Dynamics

http://www.sigmadynamics.com

Sigma Dynamics software solutions create proactive organizations that identify problems, discover opportunities and make critical decisions in real time. At the core of the Sigma Dynamics system is the ability to recognize changing patterns in customer and business process behavior in real time, alert business users immediately and make decisions automatically. Sigma Dynamics' solutions enable organizations to define, assess, and execute the next best action to take based on key performance goals.

Syntel

http://www.syntelinc.com

Syntel is a global provider of custom IT and BPO outsourcing solutions. We've been helping some of the largest FS organizations deliver great customer experiences for 25 years. Syntel's solutions for the FS industry include portal development, technology migrations, collateral management, SMART card migration, mortgage processing / origination, and investment management solutions. Recently named to Fortune Small Business Magazine's "America's Fastest-Growing Small Companies," Syntel has over 4,500 employees worldwide. Its Global Development Centers are assessed at Level 5 of SEI's CMM and are ISO 9001:2000 certified. Over 38 percent of 2004 revenues were derived from FS customers.

Who's Calling

http://www.whoscalling.com

Who's Calling is a leading provider of services that enhance the sales experience for both the seller and the buyer. Who's Calling pairs patented call measurement and monitoring technology, sales and lead management services, call recording and monitoring, Webbased and personal staff training, and "second chance marketing" services with research and results-driven methodology to increase sales transaction effectiveness and improve customer satisfaction for businesses nationwide. The company's mission is to overcome sales transaction obstacles with hard-hitting, strategic solutions that deliver immediate results. Who's Calling's North American client base encompasses more than 7,000 customers across 50 different industries, and includes Audi of America, AutoTrader.com, duPont Registry, Enterprise Rent-A-Car, For Rent Publications, Sears, Lennar Homes, Mazda, Mercedes Benz, Palm Harbor Homes and others.

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