CBA Live 2015: Equifax to Present in Orlando, March 23rd

CBA Live
March 23-25, 2015
Hilton Orlando Bonnet Creek

Equifax will present the following pre-conference sessions and forums at this year’s CBA Live, March 23-25, 2015. Join us on Monday, March 23^rd to learn new strategies for DDA engagement, tips on how to nurture emerging affluent Millennial customers, as well as economic trends in the auto finance industry.

Monday, March 23, 2015
Pre-Conference Session
9:00 – 10:00 a.m.
Looking to the Future: Emerging Affluent Millennials
Presented by Ed Colet, Vice President Analytics, IXI Services, a division of Equifax Inc.

As banks look towards the future and work on setting the foundation for growth, a key part of the plan is better understanding the preferences and needs of their Millennial customers and how to identify which of those Millennial customers are on track to become affluent in the future.  This “emerging affluent” pocket of the population should be a key area of focus for banks.

During this session, Equifax will discuss tips on how to identify affluent Millennial households within their customer base and gain ideas on how to market to these households to successfully foster and grow their relationships. The session will also explore:

• Insights into the financial behaviors and preferences of Millennials;
• Characteristics of Millennial households that make them likely to become affluent in the future;
• How to develop segmentation strategies based on likelihood for future growth; and
• Tips on how to nurture emerging affluent customers towards a trajectory of future growth.

Pre-Conference Session
9:30 – 10:30 a.m.
Deposit Account Opening: Today and Tomorrow
Panel:  Edward O’Brien, Director, Banking Channels Advisory Service, Mercator Advisory Group;  Tom Johnson, Vice President, Business & Product Development, Zoot Enterprises;  Brad Jones, Vice President, Retail Banking Leader, Equifax Inc.

Join a panel of experts to gain insights on the current and future state of deposit account opening. Session participants will leave with a better understanding of industry trends related to digital account opening, how the major players are adapting, and ways to meet changing consumer expectations.

Deposit & Payments Forum
4:00 – 5:00 p.m.
15 Million Shades of Grey: How to Move Beyond Yes/No in DDA Decisioning
Panel moderated by Brad Jones, Vice President, Retail Banking Leader, Equifax Inc.

Is access to checking a right or a privilege? While expanding access to financial services is good business and good public policy, are there limits to the types of transaction accounts that should be offered to consumers with a spotty past? Learn about the choices banks need to make in terms of account screening practices, safe product design, ongoing account monitoring, graduation strategies and reporting of bad (and good) behavior. Our panel of industry experts will help sort through the choices every bank faces to address what limits, if any, should be placed on consumer access to checking.

Auto Finance Forum
4:00 – 5:00 p.m.
Economic GPS – The Road Ahead
Presented by Dennis Carlson, Economist, Equifax Inc.

The auto finance market is back to its pre-recession levels. Where do we go from here? How will the resurgence of leasing change the business? Hear from industry economist Dennis Carlson as he discusses current and emerging economic trends, and their potential impact on the auto finance industry.

For more information about CBA Live, visit the conference website to view the full conference agenda, exhibit hours and travel details.