Forrester: - Making Leaders Successful Every Day

May 19, 2009

The Nuts And Bolts Of Successful Financial Services Web Sites
Emmett Higdon, Senior Analyst, Forrester
Brad Strothkamp, Principal Analyst, Forrester

8:30 a.m.-9:00 a.m.

Breakfast Reception

9:00 a.m.-9:15 a.m.

Welcome, Introductions, And Expectations

9:15 a.m.-10:00 a.m.

Online Acquisition: How To Approach, Design, And Build A Successful Sales Web Site

10:00 a.m.-10:15 a.m.

Break

10:15 a.m.-12:00 p.m.

Online Acquisition: How To Approach, Design, And Build A Successful Sales Web Site (continued)

12:00 p.m.-1:00 p.m.

Lunch

1:00 p.m.-1:45 p.m.

Online Account Servicing

1:45 p.m.-3:30 p.m.

Activation, Engagement

3:30 p.m.-3:45 p.m.

Break

3:45 p.m.-4:45 p.m.

Group Discussion And Best Practice Sharing

4:45 p.m.-5:00 p.m.

Wrap-Up And Suggested Next Steps