The Key to Online Customer Acquisition:
Online account opening and funding
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When:   October 28th, 2004 at 2:30 Eastern Time for about 1 hour

Speaker: Sanjeev Dheer CEO CashEdge  Session Description: Over the past 5 years, the online channel has migrated from a servicing channel to a transaction channel for financial institutions. This session will describe the opportunities and challenges faced by financial institutions as the online channel transforms once again - this time into a customer acquisition channel. Leading-edge financial institutions are beginning to attract a great number of customers and assets through their websites, without those customers ever having to walk into a branch or speak with a call center. This session will focus on the business case drivers behind online customer acquisition and the business, regulatory and technology challenges faced by financial institutions seeking to maximize this new customer acquisition channel. This program is appropriate for senior financial executives with responsibility for Online Banking, Business Development, Women's Services, Channel Marketing, Retail Marketing, Market Research and Strategy Teams. Attendance Fee: $275 plus $50 per telephone line used

Sanjeev Dheer Sanjeev Dheer is the CEO and Co-founder of CashEdge, Inc. Prior to starting CashEdge, Mr. Dheer was a Partner at McKinsey & Co. During his tenure at McKinsey, he served financial institutions on a range of strategy and operational issues and was a leader of the firm's global e-commerce practice. Previously Mr. Dheer worked as a systems analyst and internal IT consultant at the United Nations Development Program. Mr. Dheer has an MBA from Stanford Business School, where he was an Arjay Miller Scholar, and an MA in History from St. Stephen's College, University of Delhi.

About CashEdge CashEdge® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement, Online Account Opening and Advanced Account Aggregation platforms that power banking, brokerage and advisor applications. These proven solutions enable CashEdge’s clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves over 125 financial institutions in North America including such leading institutions as Charter One Bank, Citibank, Royal Bank of Canada, and The Vanguard Group. CashEdge has offices in New York and Silicon Valley. For more information, please visit our Web site at www.cashedge.com.