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Session Description:
A
decade ago account to account transfer
was almost non-existent, today tens of
billions of dollars are transferred
annually and the technology is
essentially mainstream. The ROI for FI’s
and consumer adoption rates make A2A one
of the best performers in the online
banking channel.
The future growth of A2A looks just as
promising with financial institutions
increasingly leveraging this application
to power other transactions (like card
payments and loan disbursements), to
conduct transfers and attract additional
deposits at a lower cost. But with all
of the rewards of increased A2A usage
and rising transaction volumes, comes an
added obligation among FIs to safeguard
against greater vulnerability to
fraudulent activity.
This presentation will address:
-
the technological imperative and the
critical components of an A2A
implementation including technology,
operations, and cost considerations;
-
the risk management compliance
considerations and measures for
mitigating risk across all
transactions; and
-
the ongoing benefits FIs can expect
to gain from A2A – revenue and
impact on asset growth and retention
This program is appropriate for senior
financial executives with responsibility
for Online Banking, Credit Card
Marketing, Risk Management, Channel Marketing
Product Development, Market Research and
Strategy Teams.
About Jeremy Sokolic:
Jeremy Sokolic is responsible for
product marketing, adoption analysis,
new service/product definition,
marketing communication, and corporate
marketing. During his first seven years
at CashEdge, he held the position of
Vice President of Product Management. In
this role he built the company’s product
management group from its inception. Mr.
Sokolic has more than 15 years of
experience in the financial services
industry. Prior to joining CashEdge, Mr.
Sokolic was an associate and business
analyst at McKinsey & Company, where he
served a range of clients in the areas
of healthcare and financial services.
Previously he was an associate with
Atlantic Medical Partners, a private
equity investor. Mr. Sokolic received an
MBA from Columbia Business School and a
BS in Economics from the Wharton School,
University of Pennsylvania.
About CashEdge:
Recognized by Inc. magazine as one of
the 500 fastest growing private
companies in the United States, CashEdge®
provides innovative, online financial
applications for banks, credit unions
and wealth management firms. CashEdge
solutions include end-to-end online
account opening and funding, funds
transfer, and data consolidation.
Flexible, scalable and supported by
extensive risk management capabilities,
these proven solutions empower financial
institutions to create compelling online
offerings that attract customers,
generate revenues and reduce costs.
CashEdge currently serves more than 600
leading financial institutions including
Bank of America, Citibank, HSBC,
Wachovia, and Royal Bank of Canada.
CashEdge employs more than 330 employees
worldwide and has offices located in New
York City, Silicon Valley, Chennai and
Gurgaon.
www.cashedge.com
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