Nimble Banking: Leveraging BPM, BR and SOA in Banking

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Featured Speaker(s)

BPMInstitute.org
Business Relationship Manager - Product Lifecycle Management, Chevron Corporation

Keeping customers, attracting new customers, rapidly delivering new products, providing consistent service through multiple channels (branch office, internet, ATM, telephone) and meeting regulatory requirements is a daunting pursuit of retail bankers. This demanding proposition requires the continual development of a portfolio differentiated financial services, which requires a significant investment in transforming IT.

Since business process management (BPM), business rules management (BRM) and service-oriented architecture (SOA) all support the practice of improving the efficiency and effectiveness of any organization by automating and optimizing the organization’s business processes, they are key technology components of initiatives to produce a more nimble bank.

This session will explore the use of BPM, BRM and SOA to support nimble banking initiatives such as: Modernizing the Call Center Agent Desktop, Multi-channel banking, Know Your Customer, Self-service banking and Streamlining back-office processing.

Tom Dwyer, VP of Research, BrainStorm Group and Editorial Director, BPMInstitute.org

Tom Dwyer is the VP of Research for BrainStorm Group, the Editorial Director of BPMInstitute.org, and Editorial Board Member for SOAInstitute.org and a co-chair of BrainStorm Group’s SOAI conference series.  He writes, presents and consults on topics that include Service-Oriented Architecture, Business-to-Business, Enterprise Application Integration, and Business Process Management.  Mr. Dwyer has conducted primary research and published extensive reports on the Application Software Infrastructure markets.

Before becoming an industry analyst in 1998, 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.This pre-conference session will provide an in-depth view of newer manufacturing management initiatives including CPFR®, lean manufacturing, demand driven manufacturing, collaborative manufacturing, the digital enterprise and optimized regulatory compliance.  The instructor will then show how BPM can be used to most effectively meet the objectives of these initiatives by connecting information resources across the plant, the enterprise and the value chain.  This program will give you the ability to identify opportunities and implement tools that address real business issues and enterprise directives.

Mike Rosen, Editorial Director, SOAInstitute.org

Mike Rosen is an independent consultant providing advice and assistance on the design and implementation of SOA, business, application and enterprise architecture. Mr. Rosen is also Co-chair of SOAInstitute.org’s SOA Conference Series and Editorial Director of SOA Institute. He has years of experience in the architecture and design of applications for global corporations and 20+ years of product development experience for distributed technologies.

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