BPM and Financial Services

This webcast - the fifth in a five-part series - will review the findings of BPMInstitute.org's State of Business Process ManagementSM Research with a specific focus on the issues, challenges and solutions associated with BPM-applications in the Financial Services sector. It will explain how Financial Services companies are using business process management solutions to drive differentiation and business results by more effectively engaging with agents, brokers, customers and employees. Results from a BPM Institute survey to understand what financial services companies are doing to accelerate customer acquisition across all their products and improve customer service with consistent, personalized service across all channel touchpoints (web, branch office, independent agents).

In July 2006, BPMInstitute.org initiated a survey of its 24,000 member community to gain an understanding of how enterprises across a range of industries are pursuing business process innovation and improvement and to what degree these activities are strategically aligned to the companies' business transformation and growth objectives.

The survey obtained critical insight into how corporations approach business process management and improvement initiatives, evaluate and acquire BPM infrastructure and deployment expertise, and manage and deploy BPM-enabled solutions. In addition, it examined current and future requirements, deployment stages and time frames, budgets and allocations, and perceived benefits and drivers.

The survey surfaced business process management trends and established benchmarks for enterprises to evaluate their process improvement programs against industry best practices. It learned what role BPM is playing for improving composite application creation around business processes, how process-driven and rules-driven application customization has been improved, what metrics are being designed to measure business results from BPM initiatives, and what specific technologies, methodologies and standards are being using for BPM projects.

Featured Speakers

Tom Dwyer, Editorial Director, BPMInstitute.org & Industry Analyst

Tom Dwyer leads Yankee Group's Business Application and Application Infrastructure practice, which covers Enterprise Business Applications, B2B, Enterprise Application Integration, Business Process Management and Application Development and Deployment.

As an industry analyst for the past six years, Mr. Dwyer has conducted primary research and published extensive reports on the Application Software Infrastructure markets. He provides consulting services in the formulation and validation of go-to-market strategies for Application Software Infrastructure suppliers. His prior experience in product development and marketing, channel development and expansion, direct and OEM sales, and professional services assists clients in choosing the appropriate strategies and business approaches.

Before becoming an industry analyst with Aberdeen Group, Mr. Dwyer spent 28 years in the computer industry in various engineering, marketing, professional services, and sales functions. He was a co-founder and general manager of a new software venture at Xerox, which became a wholly owned subsidiary. Mr. Dwyer has held senior management positions in marketing and engineering at Wang Laboratories and Prime Computer and has developed and launched more than 15 software products.

Nicole Kealey, Group Manager, Financial Services, Adobe Systems

As a Group Manager for Adobe's Financial Services solutions, Kealey is focused on identifying market opportunities, understanding customer requirements, and defining industry-specific solutions based on the Adobe Engagement Platform. She also plays a central role in developing Adobe's go-to-market strategy for financial solutions, and she assists with sales training and enablement.

Kealey joined Adobe in 2002 through the acquisition of Accelio (formerly known as JetForm), where she had worked since 1999. Her work at Accelio included market research, competitive analysis, vertical market development, and product marketing for Accelio's workflow offerings. Prior to Accelio, Kealey worked in product marketing for Hummingbird Ltd., a provider of content-management solutions.

Kealey has been invited to speak at numerous industry conferences and user-group sessions. Her areas of expertise include business process management, forms, and data schema standards, such as MISMO (mortgage banking) and ACORD (insurance). Kealey earned a Bachelor's degree in commerce, with a concentration in marketing, from Carleton University in Ottawa.