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Recent Events
As a result of our industry leadership, Demos Solutions is often called
upon to speak at industry leading conferences and seminars. Join us
at the following events, which explore industry issues and offer growth
and service-oriented tips to financial services executives.
:: Webinar - Why Productivity
Matters - With Kevin Wren, Former Vice-Chairman MBNA
Date: May 2, 2006
Time: 1-2pm
Click
here to hear the Webinar and/or download the presentation (to view streaming content you
will be required to download a small WebEx file onto your computer).
1985 to 1995 and 1995 to 2005 were dramatic growth periods for both
Citibank and MBNA respectively. To manage the growth and meet the changing
demands, both organizations focused on leveraging the power of productivity.
Kevin Wren, former Vice Chairman of MBNA and former BPR Director of
Citibank, played an important role as productivity architect; developing
the strategic goals and designing measurement systems and programs at
all levels of the company.
In this webinar, Kevin will share the major components of his enterprise
productivity system and how it can help manage and transform your business.
You will learn:
- How to ramp up growth in one area while “right sizing”
another with the least amount of corporate pain
- What a productivity maturity matrix is and where your company fits
in
- The steps, tools and metrics needed to mature into a best-in-class
level of productivity maturity.
Darryl Demos will present a case study of a productivity improvement
program at ABN AMRO, N.A. that utilized Demos’ enterprise productivity
and workforce optimization tool, StaffSmart® Enterprise, to yield
a 38% operating margin increase in just 6 weeks.
This session is targeted to anyone who runs a financial services operation
as the lessons apply equally well to:
- Payments
- Credit Operations
- Financial Operations
- Insurance and Investments
- Payments/processing operations in non-banking organizations (e.g.,
utilities, government, telecom, etc.)
Upcoming Events
:: Metavante Banking Solutions: Achieving Operational Leverage in Branch Banking
Date: August 8, 2006
Time: 11am or 4pm EDT
Website: http://registration.intercall.com/go/bankway
Metavante Banking Solutions is proud to present our newest partner: Demos Solutions
Join us to learn more about our partner and ‘The Art & Science of Workforce Management’
Speaker: Darryl Demos, CEO, Demos Solutions
Darryl Demos is a sought after advisor and consultant to the financial services industry on productivity and workforce optimization. In this web cast specifically designed for Metavante’s Community Bank clients, Darryl will discuss how community banks can gain operational leverage by balancing and readjusting the key business drivers of costs, service and sales in response to a changing banking environment. Darryl will share the latest strategies and tactics for branch operational trends such as extended hours, part time staffing, process improvement and sales force optimization. Participants in the web cast will come away with tactical steps to move the service, sales, and expense dials at their bank. Demos Solutions and Metavante have established a partnership to bring workforce management and branch operational expertise to the Community Bank.
:: Kirchman FURST Senior Management Conference (Financial Users Researching Strategies Together)
Date: August 27, 2006
Location: JW Marriott Grande Lakes (Orlando, FL)
Participating Groups: Trust Solutions and Banking Solutions
:: Global Concepts Branch Strategy
Forum
Date:October 3 - 5, 2006
Location:The Ritz Carlton, Atlanta, GA
Website:http://www.global-concepts.com/branch_strategy_forum.htm
The Branch Strategy Forum provides a venue for senior bank managers,
solution providers, and industry experts to discuss strategic issues
related to branch banking. The Forum provides an opportunity for its
members to debate strategies, analyze emerging technologies, and share
experiences in a collegial setting. Each Forum meeting consists of industry-focused
research, peer led case studies, and panel discussions conducted in
an environment that fosters open and candid communication.
:: BAI Retail Delivery Conference
& Expo
Date:November 14 - 17, 2006
Location:Las Vegas, NV
Website:http://www.bai.org/retaildelivery/
:: TAWPI Remittance Processing
Date:December 7 - 8, 2006
Location:TBD
Website:http://www.tawpi.org
Previous Events
Date:June 13-15, 2006
Location:The Ritz Carlton, Atlanta, GA
Website:http://www.global-concepts.com/branch_strategy_forum.htm
The Branch Strategy Forum provides a venue for senior bank managers,
solution providers, and industry experts to discuss strategic issues
related to branch banking. The Forum provides an opportunity for its
members to debate strategies, analyze emerging technologies, and share
experiences in a collegial setting. Each Forum meeting consists of industry-focused
research, peer led case studies, and panel discussions conducted in
an environment that fosters open and candid communication.
:: TAWPI Annual Forum & Expo
2006
Date:June 11-14, 2006
Location:Paris Las Vegas Hotel
Website:http://tawpi.org/TAWPI06FE.html
TAWPI's Annual Forum & Expo is the most focused conference and exposition
for professionals in data capture, mail, imaging, payment/remittance,
document and forms processing.
:: Global Concepts Branch Strategy
Forum
:: BAI TransPay
Date:May 23-25, 2006
Location:Paris Las Vegas Hotel
Website:http://www.bai.org/transpay/
Carve Your Organization's Place in the New Payments World
As the payments landscape continues to evolve, redefining your payments
strategy to capitalize on new opportunities is crucial to attaining
greater profitability in your organization's payments business.Join
your peers, top performers in the financial services industry and influential
thought-leaders at the Paris Las Vegas hotel to discuss the current
issues shaping check processing and share insights that will help take
your payments strategy to a whole new level.
Congratulations to Pete Villarreal, EVP and Chief of Bank Operations, Plains Capital Bank of Texas, who won our drawing for a free StaffSmart® Tracker.NET handheld. The Tracker.NET is our most recent development in tracking timings, volumes, process work steps and activities, all on the latest Pocket PC device running Windows Mobile 5.0. In addition to the Pocket PC with the StaffSmart Tracker.NET application, Pete will receive free training and support to ensure he gets the full benefits of the tool/program.
:: 4th Annual Branch Banking
Symposium
Date:May 10-12, 2006
Location:Westin Michigan Avenue, Chicago, IL
Website:http://www.sourcemediaconferences.com/conferences/BBS06/
The Branch Banking Symposium will address the strategic issues facing
bank executives and provide proven insights from the industry's most
renowned branch authorities. This is the must attend Branch Banking
event of the year. Simply building more branches may not be enough to
keep some banks from eventually being forced to sell and only those
with successful networks are most likely to make it when they build
new branches. Learn how to succeed at the 4th Annual Branch Banking
Symposium.
:: Webinar - Why Productivity
Matters - With Kevin Wren, Former Vice-Chairman MBNA
Date: May 2, 2006
Time: 1-2pm
Click
here to hear the Webinar and/or download the presentation (to view streaming content you
will be required to download a small WebEx file onto your computer).
1985 to 1995 and 1995 to 2005 were dramatic growth periods for both
Citibank and MBNA respectively. To manage the growth and meet the changing
demands, both organizations focused on leveraging the power of productivity.
Kevin Wren, former Vice Chairman of MBNA and former BPR Director of
Citibank, played an important role as productivity architect; developing
the strategic goals and designing measurement systems and programs at
all levels of the company.
In this webinar, Kevin will share the major components of his enterprise
productivity system and how it can help manage and transform your business.
You will learn:
- How to ramp up growth in one area while “right sizing”
another with the least amount of corporate pain
- What a productivity maturity matrix is and where your company fits
in
- The steps, tools and metrics needed to mature into a best-in-class
level of productivity maturity.
Darryl Demos will present a case study of a productivity improvement
program at ABN AMRO, N.A. that utilized Demos’ enterprise productivity
and workforce optimization tool, StaffSmart® Enterprise, to yield
a 38% operating margin increase in just 6 weeks.
This session is targeted to anyone who runs a financial services operation
as the lessons apply equally well to:
- Payments
- Credit Operations
- Financial Operations
- Insurance and Investments
- Payments/processing operations in non-banking organizations (e.g.,
utilities, government, telecom, etc.)
:: BAI SmartTactics
Date:April 24 - 26, 2006
Location:Las Vegas, NV
Website:http://www.bai.org/smarttactics/
The BAI SmartTactics(TM) Conference provides retail banking executives
not only with best practices and tried and true tactics but also offers
insights and new approaches to drive your bottom line. Other events
say you'll get information you can use, but only BAI SmartTactics Conference
delivers actionable information to help you execute against your business
strategy and:
- Improve revenue and sales
- Elevate the customer experience
- Differentiate yourself from your competitors
- Become more competitive in the marketplace
:: Global
Concepts - Branch Strategy Forum
Date: January 31 - February 1, 2006
Location: The Four Seasons, Philadelphia, PA
Website: http://www.global-concepts.com/branch_strategy_forum.htm
The Branch Strategy Forum provides a venue for senior bank managers,
solution providers, and industry experts to discuss strategic issues
related to branch banking. The Forum provides an opportunity for its
members to debate strategies, analyze emerging technologies, and share
experiences in a collegial setting. Each Forum meeting consists of industry-focused
research, peer led case studies, and panel discussions conducted in
an environment that fosters open and candid communication.
:: Source Media - Best Practices
in Retail Financial Services
Date:February 26 - 28, 2006
Location:Hyatt Grand Champions Resort & Spa, Indian Wells, CA
Website:http://www.sourcemediaconferences.com/conferences/Retail06/index.html
For bank presidents, EVPs and senior retail finance executives, the
11th Annual Best Practices in Retail Financial Services Symposium will
serve as a strategic "reality check" on the state of the industry.
:: TAWPI- Remittance
Date: December 8-9, 2005
Location:FountainBleau Tower at the FountainBleau Hilton Miami
Beach
4401 Collins Avenue
Miami, FL 33140
305-535-3283
For Reservations: 1-800-HILTONS (1-800-445-8667)
Website: www.tawpi.org/RP2005.html
TAWPI Conference Overview : A convergence of payment trends,
payment processes, payment legislation and traditional banking have
created far-reaching changes for traditional remittance processing operations.
As American businesses and industries learn to embrace these changes,
there's a strong demand on operations managers to improve quality and
efficiency. This conference explores advance concepts in remittance
processing that allow organizations to achieve extended deposit deadlines,
accelerated funds availability, and improved operational efficiencies.
Sessions will examine emerging trends for processing transactions, managing
workflow, implementing imaging solutions and optimizing productivity.
Demos Panel Discussion: The Art and Science of Workforce Optimization
- Management Practices at Work With all the attention on automation,
imaging, check 21 and arc, the reality is that the key to success for
most operations still entails a strong dose of solid day to day production
and people management practices. The Art and Science of Workforce Optimization
will be the topic of a panel discussion where we will learn from line
leaders, what the latest trends and practices are in production management.
Topics will include: How to effectively use performance measurements
to motivate employees? How to attract and retain a part time workforce?
What works and what doesn't ? How to gain acceptance for time and labor
processing standards by team members? Scheduling tips to meet SLA's
and employee preferences? New Technology supporting production management
in manual, automated and semi automated environments?
Panel Objectives: Attendees will learn about specific management
practices and new technologies that yield the greatest productivity
gains for operations, as evidenced by the discussion of the panelists.
Panel Scheduled: 10:00 -11:00 am, Thursday December 8th, 2006
:: BAI Retail Delivery Conference
& Expo
Date: November 15 - 18, 2005
Location: Orange County Convention Center, Orlando, Florida (Booth
#1978)
BAI website: http://www.bai.org/retaildelivery/
There's simply no other event quite like BAI Retail Delivery Conference
& Expo. The "Industry's Biggest Meeting of the Minds" will once again
gather the best and the brightest to tackle critical business issues
with winning strategies and need-to-know information.
:: Demos Solutions 2005 User
Symposium on Cape Cod!
Date: September 20 - 21, 2005
Location:
Sea Crest Resort and Conference Center
Old Silver Beach
350 Quaker Road
North Falmouth, MA
508-540-5300
This year's conference will again be the largest branch banking workforce
optimization symposium in the world and will focus on learning and developing
new ideas and change. The symposium will provide the opportunity to
learn from Demos consultants, our special guests and more than 50 other
StaffSmart users from the US and around the world.
:: TAWPI Conference Overview:
Date: July 24 - 27, 2005
Location: Baltimore Convention Center
TAWPI 2005 Website: http://tawpi.org/forumexpo.html
TAWPI's Annual Forum & Exposition attracts more than 1,500 professionals
in mail, remittance, document and forms processing. Attendees are key
management and systems decision-makers within Fortune 1000 companies,
federal, state, county and local government agencies, and the service
bureau marketplace with just one thing in mind: finding the best solution
to enhance their productivity and work process needs.
Session Abstract:
Case Study: Productivity Improvements in Lockbox and Payment Processing
at Union Planters Bank*
Leveraging the Art and Science of Workforce Optimization Yields a
300% Return-on-Investment
Speakers: Glenda J. Reed, who served as Senior Vice President, Director
of Operations Services at Union Planters**, Darryl Demos, CEO of Demos
Solutions, and Chris Zaske, Director of Operations Practice.
Union Planters Bank joined forces with Demos Solutions to optimize
its resources and process in both lockbox and payment processing operations.
Through a hands-on pilot and extended diagnostics of Union Planters
Bank's back-office, an excess capacity of 15% to 20% was identified
in nearly every area, including those already performing above the industry
standard (BAI) benchmark. This, in addition to the discovery of expense
reductions, gave Union Planters a 300% ROI.
Workforce management requires not only scientific tools, but the art
of developing the right organizational structure, processes, and performance
measurement techniques, and can boost operations productivity in even
the most efficient company. The improvements in the productivity of
Union Planters Bank's back-office operations were of such value that
the post-merger entity, Regions Financial Corporation, installed the
same tools and processes in all Day 1 operations (the first day of item
processing for checks).
*Union Planters Bank has since merged with Regions Bank (July 2004).
**Glenda J. Reed currently serves as Executive Vice President, Chief
of Operations at The South Financial Group.
:: BAI - SmartTactics Conference
for Profitable Retail Delivery
Date:"Justifying Resources: Innovative Measurements to Get What
You Want"
Tuesday, May
24, 2005 from10:45 to 11:30AM
"Combatting New
Market Entries"
Tuesday, May
24, 2005 from 2:00 to 3:00PM
Location: Miami Beach, Fla.
Darryl Demos, CEO of Demos Solutions, will lead two educational sessions
at the Conference for Branch Delivery and Sales Management, one of the
four conferences that comprises BAI's SmartTactics Conference for Profitable
Retail Delivery.
1) "Justifying Resources: Innovative Measurements to Get What You
Want"
Panelists will discuss how banking executives can cope with shrinking
budgets in the face of growing sales and service expectations; topics
covered will include innovations in measuring sales and service productivity.
Moderator Darryl Demos, President & CEO, Demos Solutions is joined by
Mark Coble, Senior Vice President & Call Center Director, First Citizens
Bank; William Loadholdt, Executive Vice President and Chief Information
Officer, First Citizens Bank; and Carol Thomas, Senior Vice President
Small Business Banking, Bank of America.
2) "Combatting New Market Entries"
This panel discussion will cover effective reactions to new market competition
including a response matrix complete with an action plan.
Moderator Darryl Demos, President & CEO, Demos Solutions is joined by
Harlan C. Parrish, President & CEO, Colonial Bank Southwest Florida
Region; Brien Leahy, Senior Vice President, MB Financial; and Mark Hendrix,
Executive Vice President, Riggs National Corp.
:: BAI - Transpay Conference
Date: May 3-5, 2005
Location: Orange
County Convention Center, Orlando, FL (Booth #307)
Darryl Demos, CEO of Demos Solutions, will present "Beating the
Benchmarks: Productivity Improvements Beyond Imaging and Workflow".Our
research shows that your financial services operations may be missing
out on a 15% to 35% productivity lift. We have discovered an achievable
labor cost savings that most operations organizations have not capitalized
on to date. Based on case study information from ABN Amro and Regions
Bank, attendees will understand not only how they“identified”
such opportunities but what tools, practices and technologies were needed
to prove and achieve the benefits.
:: Thomson-American Banker
Branch Banking Conference
Date: May 4-6, 2005
Location: Chicago,
IL
Demos Solutions will run two sessions:
1. "Mastering the Art of Variable Staffing: The 8 Most Common
Obstacles to Success and How to Overcome Them".
Using part-time workers enables banks to best match resources to the
peaks and valleys in customer demand, providing better service at lower
cost. So why is it so difficult to attract and retain good part-timers,
and why do so many retail bankers want nothing to do with part-time
programs?
This interactive session will show you the eight key issues that need
to be addressed, and show you how best practice banks are successfully
exploiting this important opportunity.
Discussions will cover:
--Segmenting your local labor markets to find the best part-time candidates
--Recruitment and pipeline forecasting
--Compensation
--Training
--Retention--Building the team
--Leveraging capacity planning and scheduling to make best use of part-time
schedules
The session will also include break-out discussion groups to share
best practices and issueswith your peers.
Attendees will leave with a deeper understanding of how variable staffing
fits into branch productivity, including the role that change management
plays in the successful usage of part time employees, and actionable
tactics to implement your variable staffing program.
2. "Approaching Sales, Service and Cost Management: Lessons Learned
from International Banking"
Banks across the globe are at varying stages of branch banking development
and R&D.
Just as in North America, International banking institutions have found
both success and challenges in achieving customer service and sales
goals while effectively deploying people, systems and delivery resources.
In an examination of various International banking environments, notably
Western Europe, Eastern Asia and Australia, this panel of International
bankers and industry experts will both provide valuable insights about
international branching trends, and stimulate some new thinking about
how branch bankers in North American approach sales, service and cost
management strategies. These topics will include:
1. Automation
2. Organization people in and above the branch
3. Decision support tools and techniques
4. Implementing Market-based sales approaches
:: Global Concepts - Payments
Forum
Date: March 14-16, 2005
Location: Atlanta,
Georgia
Workforce Optimization for branch and retail personnel can impact a
wide reaching range of business implications beyond teller scheduling.
In this panel discussion, we will talk to business managers who have
managed with workforce optimization program for years. We will explore
in depth the wide range of business decisions made through workforce
optimization in and above the branches and across the retail franchise.
In particular, the panel will identify the role of workforce optimization
for:
- sales and service management
- process improvement
- check 21 assessments
- mergers and acquisitions
- operations management
- organization design
:: Thomson-American Banker
Best Practice in Retail Financial Services Symposium
Date: March 2-4, 2005
Location: Carlsbad,
California
Darryl Demos, CEO of Demos Solutions, will lead two educational programs
at the 10th Annual Best Practices in Retail Financial Services Symposium.
Both sessions include bank executives that have employed Demos’
hands-on consulting and workforce management technologies to improve
productivity within their organizations.
The Demos-led Innovation Session, “The Art and Science of Sales
Force Optimization,” will profile how Wachovia Corporation and
Demos Solutions teamed up to develop and implement the first comprehensive
workforce optimization program for branch sales in the country. Executives
from each company will discuss the elements of success of the program
and engage the group in discussion about how to scale the Demos/Wachovia
approach to work in any organization.
Darryl Demos will also moderate a panel discussion titled “The
7 Habits of Highly Effective Emerging Middle Market Banks.” In
this session, he will lead banking executives in a discussion about
tools that can help emerging middle market banks avoid mistakes and
maintain performance such as strategy, management practices, people
and technology.
:: Reinventing Remittance
Operations Conference: Best Practices for Processing Payments
Date: December 6 – 7, 2004
Location: Orlando,
Florida
Darryl Demos led a session on common myths that operations managers
need to be aware of in order to capitalize on maximizing productivity
and reducing costs by up to 35%. Darryl Demos provided a number of solution
methodologies to attendees.
:: BAI's Retail Delivery 2004
Date: November 16-19th, 2004
Location: Las
Vegas
BAI brings together thousands of financial services professionals from
around the globe. A gathering of the industry’s best and brightest,
BAI’s Retail Delivery tackles critical issues with winning strategies
:: WBIX "Early Exchange"
Interview
Date: 8:25am, September 13th, 2004
Location: On
Air 1060 AM
Darryl Demos, Founder & CEO of Demos Solutions, conducted a live
on-air interview on Early Exchange, the morning show on The Business
Station, AM1060, WBIX. Darryl discussed how banks can use Demos Solutions
to better compete and announced its new relationship with Old National
Bancorp.
Listen to the interview in wma
or mp3 format.
:: TAWPI Webinar: Myths of
High Quality Operations
Date: August 11th, 12:00 PM EST
In conjunction with TAWPI (The Association of Work Process Improvement),
Demos Solutions presented a webinar exploring a few common myths that
operations managers need to be aware of in order to capitalize on maximizing
productivity and reducing costs.
Listen to the webinar in mp3
format.
:: TAWPI 2004: Information
Capture, Process & Delivery
Date: June 6 - 8, 2004
Location: Chicago, IL (Booth # 424)
The 34th Annual Forum and Exposition of The Association for Work Process
Improvement is the leading event for technology and management professionals
in data capture, mail, imaging, payment/remittance, document and forms
processing.
:: BAI Transpay 2004
Date: May 18- 20, 2004
Location: Las Vegas, NV
BAI's TransPay 2004 is the leading educational and networking event
of its kind offering a state of the art exhibit hall and strategic and
tactical sessions designed to help operations and payments professionals
to address operations and critical issues.
:: American Banker: Branch
Banking Symposium
Date: May 5-7, 2004
Location: Chicago
Look for our panel session "How to Drive Sales Productivity on
the Branch Banking Platform" chaired by Darryl Demos.
:: American Banker: Best
Practices
Date: March 7 - 9, 2004
Location: Naples, Florida
Look for our speaking sessions and visit our booth at one of the largest
gatherings of senior retail banking executives.
Listen to audio from previous conferences moderated by Darryl Demos:
Customer Centricity (RealAudio)
AB Best Practices: Back to the Future
(RealAudio)
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