Our research directors and analysts deliver relevant, insightful content throughout the year and around the world. Online events (webcasts), industry conferences, financial association meetings and FinTech solution provider's end-user conferences are all excellent ways to meet our analysts and learn about financial technology trends, challenges and ways to improve your business. Join us at an upcoming event soon.

Please review one of the events listed below or contact us at sales@financial-insights.com for more information.

Thank you for your interest.

	Insurer's Choice Awards Breakfast at ACORD LOMA Industry Event: May 14, 2008 Location: Insurer's Choice Awards Breakfast, Mandalay Bay, Las Vegas, Wednesday, May 14, 7:00 a.m. - 8:00 a.m. Speaker/Topic: Join Barry Rabkin, senior research analyst, Insurance practice along with TechDecisions at this annual awards event to recognize the Insurer's Choice winners. These top insurance technology providers will be recognized across several categories including insurance operations, developing products and/or optimizing workflow. The results will provide a listing of the top technology firms that most add value to meeting insurance company objectives and the top up-and-coming firms that they rank as important new technology providers. To register for this event email your name and company information to Deborah Stark, director of marketing, dstark@financial-insights.com. RSVP by May 9, 2008.
	The Future of Bank M & A: Survivors Takeout Excess Capacity Webcast May 15, 2008 Banking industry consolidation continues in spite of current market conditions. This webcast will forecast the pace of consolidation through 2010, assess the impact on IT spending plans and organic growth, and analyze the market impact of M and A deals that are in-market roll-ups, extend market reach, and/or expand product lines. Sometimes lost in the M and A shuffle is the downstream impact on FinTech vendors and a CIO’s long term business - IT initiatives.
	Payments 2008: Thought Leadership and Innovative Solutions Industry Event: May 18, 2008 Location: May 18-21, 2008, MGM Grand, Las Vegas Speaker/Topic: Join Dana Gould, Senior Research Analyst, Payments as he presents a session on "Banking Opportunity in the Healthcare Industry" within the Payments Biz track.
	European FST Summit 2008 Industry Event: May 20, 2008 Location: May 20-22, 2008 - The Westin Turnberry Resort, Scotland Speaker/Topic: Join Peter Farley, Managing Director, EMEA, Financial Insights, at this annual industry event which serves as an arena for senior level executives to engage in clear and focused dialogue to examine their technology and management objectives in a relaxed and vibrant environment.
	Show Me the UC Money! How to Make Unified Communications Work in Financial Services Industry Event: May 21, 2008 Location: Webcast May 21 at 1:00 pm Eastern US Speaker/Topic: Join Nora Freedman, Research Analyst, IDC, Jeanne Capachin, Research Vice President, Global Banking and Insurance Practices, Financial Insights, and Sean O'Dowd, Senior Research Analyst, Capital Markets, Financial Insights as they highlight key business challenges within the financial services vertical market that could benefit from unified communications solutions. We will also identify some business processes within retail banking, commercial banking and capital markets, where reduction of human latency can lead to faster time-to-decision and more business transactions. Finally, this session will present current case studies of how financial services customers have adopted unified communications to help end users self-identify similar processes in their organizations, as well as help vendors identify other market opportunities.
	Easily Integrate Risk, Compliance and Analytics through Efficient Data Management Industry Event: May 22, 2008 Location: Webcast Thursday, May 22, 2008 - 11:00 am EDT Speaker/Topic: Join Jeanne Capachin, Research Vice President for Global Banking and Insurance for Financial Insights, to learn how your organization can integrate the critical data items necessary to meet mission-critical risk, compliance and analytic requirements. Participate and learn how leading capital market firms have: Taken a practical approach to regulatory reporting and actually improved productivity by 200% Developed governable, cost effective, integrated compliance and operations platforms that satisfy current regulatory requirements and prepare for impending regulations Reduced business unit level costs by removing redundant data environments and creating a centralized operational warehouse Driven greater achievement of key metrics by performing analytics on risk and compliance information This webcast is sponsored by Teradata.
	FST (Financial Services Technology) MENA Summit Industry Event: May 27, 2008 Location: May 27-29, The Ritz-Carlton Doha Qatar Speaker/Topic: Join Peter Farley, European Managing Director, along with senior-level IT executives in the Middle Eastern financial services market at the Financial Services Technology Summit, an invitation-only, critical information gathering event addressing the key challenges facing MENAs financial services technology decision-makers.
	The Future of Online Corporate Banking Portals Industry Event: May 29, 2008 Location: Globe Theatre, London, UK, 3:00 - 5:30 pm Speaker/Topic: Join Rachel Hunt, Senior Analyst, Financial Insights in Europe as she discusses how "Rich Internet Applications for Online Cash and Treasury Management" (Web 2.0) are being adopted by financial institutions. Todd Paoletti, Director of Customer Self-Service Solutions at Actuate will outline "The Evolution of Online Corporate Banking Portals". This event is sponsored by Actuate. Registration is required.
	Biometrics Institute Annual Australia Conference Industry Event: May 29, 2008 Location: May 29-30, 2008 - Amora Hotel Jamison, Sydney Speaker/Topic: Join Abhishek Kumar, Senior Research Analyst-Asia/Pacific Banking, Capital Markets and IT Benchmarking Services, at this annual industry event which will focus on biometrics including commercial and government applications, technology updates, privacy considerations, standards, interoperability, testing and evaluation. In its 6th year, this is the leading biometrics event in the region presented by the not-for-profit Biometrics Institute Ltd.
	The IASA 2008 Annual Educational Conference and Business Show Industry Event: June 1, 2008 Location: Seattle, June 1-4, 2008 Speaker/Topic: Join Barry Rabkin, senior research analyst, Insurance practice as he participates in this annual conference. To set up a one-on-one briefing with Barry, contact Gail Samia, at gsamia@idc.com
	FST Summit 2008 - New York City Industry Event: June 3, 2008 Location: Four Seasons Hotel, NYC, June 3-5, 2008 Speaker/Topic: The Financial Services Technology Summit is an exciting, informative two-and-a-half-day event bringing together C-level technology executives from the financial services industry. In its fifth year, the unique and professional forum has been used as a rewarding discussion and learning platform by hundreds of the industry’s leading CIOs and CTOs.
	Adobe Seminar Series: Is the Path to Servicing Customers too Complex? Industry Event: June 3, 2008 Location: Chicago, June 3, 2008 Speaker/Topic: Join Jeanne Capachin, research VP, Banking and Insurance as she presents on the new financial services imperatives and changing business landscape and learn how to securely deliver personalized and engaging customer communications across channels. This briefing is sponsored by Adobe.
	Adobe Seminar Series: Is the Path to Servicing Customers too Complex? Industry Event: June 10, 2008 Location: Minneapolis, June 10, 2008 Speaker/Topic: Join Jeanne Capachin, research VP, Banking and Insurance as she presents on the new financial services imperatives and changing business landscape and learn how to securely deliver personalized and engaging customer communications across channels. This briefing is sponsored by Adobe.
	SIFMA's 28th Annual Technology Management Conference & Exhibit Industry Event: June 10, 2008 Location: Hilton New York, 1335 Avenue of the Americas, New York City, June 10-12, 2008 Speaker/Topic: Join Sean O'Dowd, senior research analyst, Capital Markets and Risk Management from Financial Insights at this conference that addresses how the financial industry is using technology to drive productivity, comply with regulatory requirements, and adapt to converging markets, products and investors. One-on-one meetings with Sean are available, please contact Gail Samia at gsamia@financial-insights.com to set up a meeting at this event.
	Data Management Integration and its Impact on Institutions, Markets, and the FinTech Community Webcast June 11, 2008 Join Jeanne Capachin, research vice president, Global Banking and Insurance at Financial Insights along with Geoffrey Burkholder, Director of Business Intelligence Solutions for the Financial Services Industry, Hewlett Packard, as they discuss these strategic initiatives and how financial institutions can leverage infrastructure as a competitive advantage as they look for new ways to differentiate themselves from the competition and better engage with customers. The webcast will detail the common thread between these initiatives and how HP is delivering solutions to the financial services industry that reduce cost, leverage the latest business intelligence technologies, drive incremental revenue, innovate and speed benefit to the business by changing the rules around data management and recognizing corporate data as an asset. This webcast is sponsored by Hewlett Packard. Registration is required and open to all.
	The FinTech Marketplace: Is the Future Dynamic or Dull? Webcast June 24, 2008 Join Jeanne Capachin, research VP, Global Banking and Insurance along with guest speaker, Bill Bradway, president, Bradway Research as they describe the forces behind the changes in the FinTech marketplace. The next 12 to 36 months promise more change is coming.
	IDC Brazil 3rd Annual Financial Insights Conference 2008 Industry Event: August 19, 2008 Location: Sao Paulo, Brazil Speaker/Topic: Join Mauro Peres, Country Manager, Brazil, who leads IDC’s general operations in Brazil and is responsible for management of IT, telecom, and vertical market services as he delivers relevant research findings with Financial Insights, an IDC company focused on the financial services sector.

Dana Gould

Senior Research Analyst, Payments

With 30+ years experience working in the financial services industry Dana is uniquely positioned to advise financial institutions and financial technology providers on strategic operational issues including; payments capture and clearing management, analysis of product and program profitability, management of conversion processes and best practices for streamlining operational functions to enhance customer service.

Meet Dana at an upcoming event; Payments 2008 in Las Vegas,
May 18-21.