When:
August 30, 2001 at 2:30 Eastern Standard Time

Speakers:

Charlene Stern - Senior Vice President - NewGround
Octavio Marenzi - Managing Director - Celent Communications
Jim Taschetta - Chief Marketing Officer - Yodlee

Session Description:

This conference seeks to understand the problems and opportunities associated with financial branding as account aggregation seemingly strips branding from the financial transaction.  Charlene Stern will discuss NewGround's extensive knowledge base of retail bank branding as it applies to account aggregation issues.  Octavio Marenzi, Managing Director of Celent Communications will demonstrate consumers reactions to aggregation and how it impacts their brand decisions.  And Jim Taschetta, Chief Marketing Officer of Yodlee will provide practical market learnings regarding adoption and usage.

Attendance Fee:

$275 plus $50 per telephone line used

"There's a driving need for banks to enlarge the meaning of who they are..."

Charlene Stern
Senior Vice President
NewGround Resources

About Charlene Stern

Charlene brings to NewGround over 20 years of experience in all facets of marketing and brand management in both product and service industries, retail and trade marketing, merchandising, brand development, store design, advertising, new product
introduction, marketing research, and corporate brand management.

Most recently, Charlene was founder and CEO of Stern Marketing Group, known for its innovative marketing services to over 200 national, regional and community financial institutions. At NewGround she leads strategic and creative direction on all client retail development programs. Charlene managed the retail launch of Levi's Dockers, a new product line for Levi Strauss & Co., including packaging, trade collateral, in-store merchandising promotion, and sales support.  The comprehensive program she designed for Wells Fargo Bank, including brand identity, brand image development,
retail branch design, and retail marketing, has been implemented in over 1,000 branches. She has developed and delivered the Retail University culture change program to over 10,000 bankers worldwide.

About Octavio Marenzi

Octavio Marenzi is the managing director and founder of Celent Communications.  Mr. Marenzi is a popular writer and speaker on electronic delivery channels in financial services and on electronic commerce.  Before founding Celent Communications, Mr. Marenzi was head of IT planning for the asset management division of the Union Bank of Switzerland in Zurich, the world's largest asset manager.  Mr. Marenzi has also worked as a management consultant for Booz, Allen & Hamilton's Financial Services Group.  He received his B.Sc. and M.Sc. degrees from the Massachusetts Institute of Technology.

Session Description - Jim Taschetta of Yodlee

Account Aggregation has become a strategic imperative for financial service providers (FSPs), fueling customer relationship management (CRM) initiatives and providing the tools to generate unprecedented ROI through deeper customer relationships. Account Aggregation also presents a unique opportunity for FSPs to leverage and extend their brand via the Internet and via wireless channels. This session will provide an overview of the rapid evolution and rich capabilities of today’s Account Aggregation services.  It will also offer unique insight into key market learnings regarding user adoption, usage patterns and demographics, and obstacles and opportunities for both FSPs and end users.

The audience will learn:

Market data: key insights into the trends and statistics related to market adoption, end user growth, and new trends and opportunities

How account aggregation services enhance customer relationships and offer more personalized financial services via the Internet

About Jim Taschetta

Jim Taschetta - chief marketing officer - brings to Yodlee 13+ years’ consumer marketing experience from Coca-Cola Company and The Procter & Gamble Company.  He served as director of marketing for the Coca-Cola Company where he led global strategic planning and brand development for a portfolio of products, including popular brands like Sprite and Fruitopia.  During his time with The Proctor & Gamble Company, Taschetta held various senior marketing positions both internationally and in the U.S.  Most recently, Taschetta was vice president of marketing at NexTag.com, where he lead the company’s marketing efforts and brand strategy to drive consumer adoption of the NexTag.com model for buying online as it expanded from computers into other consumer categories.  He holds an MBA, a Masters in Engineering and a BS from Cornell University.

About NewGround

NewGround Resources, Inc., an international strategic marketing, facility, and employee development firm for financial services and technology-based industries, is headquartered in Chicago, IL, with principal offices in St. Louis, MO; Berkeley, CA; Toronto, Canada; and Portsmouth, NH.  NewGround provides and implements brand building, architecture, construction management, merchandising, technology consulting, and culture development to improve clients' financial performance. Please visit us at the web site (www.newground.com) or call 888-613-0001.

Celent Communications is a strategy consulting and advisory firm dedicated to the role of e-commerce and the Internet in the financial services industry. Celent publishes reports identifying trends in electronic financial services, and conducts consulting engagement for financial institutions engaging in e-commerce.

Yodlee is the pioneer and leading provider of personal account aggregation services to businesses worldwide. Yodlee's unique Aggregation Platform is powering a new generation of personal services being offered by more than 100 leading global financial institutions and portals, including American Express, AOL, Bank of America, Charles Schwab, Citigroup, Fidelity Investments, J.P. Morgan Chase, Merrill Lynch, Morgan Stanley, Palm Computing, Wells Fargo, and Yahoo!. Yodlee-powered services are revolutionizing the way businesses deliver personalized products and services via the Internet and changing the way consumers manage their lives online by enabling them to easily and securely access, manage, and interact with all their personal account information – including bank balances, investments, bills, travel reservations, e-mail, news, shopping, and more – from thousands of sources, all on one page with one password. Users can access their personal information from any PC, PDA, or web-enabled phone. Yodlee is headquartered in Redwood Shores, Calif., and can be reached at 650.980.3600, info@yodlee.com, or www.yodlee.com.