Brett King

Often referred to as The Disruptor, Brett King is known in financial circles as a Bank Futurist. Recently named Innovator of the Year’ by American Banker Bank TechnologyNews Magazine, Brett’s radical and revolutionary views pertaining to customer experience and financial services have made him a sought after expert and strategic advisor to many of the world’s leading financial services organizations.

An Australian, who has also lived in the Middle East and Hong Kong, King, now resides in New York where he runs a strategic advisory firm, User strategy. His latest endeavor, likely his most ambitious yet, is Moven – the world’s first card-less, direct mobile bank.

When not traipsing the globe, infecting the continents with his progressive banking movement, Brett can be found turning out best sellers; Gone Today Branch Tomorrow, Bank 2.0, and his latest – Bank 3.0. King’s insightful and thought provoking contributions can also be found in The Huffington Post, The Financial Times, The Economist, American Banker, The Wall Street Journal, Bloomberg TV, and Seeking Alpha.

BRETT KING – KEYNOTES

Based on his bestselling book BANK 2.0 and “Branch Today, Gone Tomorrow”, Brett King’s presentations entertain and educate audiences on how consumer behavior and technology are changing the way we do banking and how significant changes in the future will change your view of customer interactions forever. “As customers embrace the blackberry, iPhone, and new devices like the iPad, banks are marginalized as a transaction platform and telcos, aggregators and players like PayPal are capturing customers.” Brett King, BANK 2.0 Author on Bloomberg TV affiliate SBC (Greece)

The Big Shift: How Customer Behavior & Technology will Change the Future of Retail Financial Service

Ten years ago, no one could have predicted that 90 per cent of daily transactions would be electronic, that Internet banking would provide more revenue than branches, that social media would drive your brand, and that growth in mobile banking would be the final nail in the coffin for the dominance of branch banking.

Brett King reveals in this charged keynote why customer behavior is so rapidly changing, including the four phases of disruptive change, how branches must evolve, why checks are rapidly disappearing and cash is next, why your mobile phone will replace your wallet in the next 2-3 years, and how financial institutions must reinvent themselves or become irrelevant.

Brett King has appeared on Bloomberg TV, CNBC, been featured in the Financial Times, Washington Post, and has spoken at events for Google, Oracle, plus some of the world’s biggest banks and corporations – explaining “The Big Shift.”

The Future of Retail Financial Services

Brett King looks at the latest trends that are redefining financial services and payments. From the global scramble for dominance of the mobile wallet, the expectations created by Tablet computing, the operationalizing of the Cloud and the explosion of Social Media.

In this session he identifies how Social Media has exposed pricing, over-regulation, outdated processes, poor policy and explains how mobile technology is completely changing the context of banking. He also dives into how customer advocacy is killing traditional brand marketing, the growth of the ‘de-banked’ consumer who doesn’t need a bank at all, and why Banking is no longer a place you go, but something you do.

The Battle for the Bank Account: And Why the Banks Will Probably Lose…

In this new topic for 2012, Brett explores the end-game in the emergence of the mobile wallet and what it means for the humble bank account. With more than 60% of the world’s population without a bank account, with the ubiquitous nature of mobile phone handsets and the increasingly pervasive pre-paid ‘value store’, will you need a bank at all in the future?

When you can get your salary paid directly onto your phone, when your iTunes account doubles as a prepaid debit card and when you can use Facebook to send money – will banks still be able to compete

Advocacy, Behavior, Context – The New Rules of Engagement

In this session designed for marketers and digital channel professionals, Brett King explores how social media, mobile marketing, daily deals, geo-location, advocacy, gamification and behavioral psychology are working to change the rules of engagement for financial service brands.

This shift has far reaching implications for the organization, including rebuilding the marketing team, defining new metrics, delivering true 1:1 propositions and creating an open brand dialog.

Moven™ and the Reboot of Banking

Moven™ is a revolutionary new bank that will launch in 2012. This is the story of how Moven™ will revolutionize retail banking on multiple fronts. Brett King tells the story of why Moven™ decided on a card-less, paper-less, transparent model of banking and how the CREDSCORE™ engagement model is going to change the way we think about engagement, value and lending in the banking arena. If Moven™ achieves what it is aiming for, it will change the way people think about banking forever.

Based on his best selling book BANK 2.0, Brett King’s presentations entertain and educate audiences on how consumer behavior and technology are changing the way we do banking and how significant changes in the future will change your view of customer interactions forever. “As customers embrace the blackberry, iPhone, and new devices like the iPad, banks are marginalized as a transaction platform and telcos, aggregators and players like PayPal are capturing customers.” Brett King.

Full Biography

Brett King a strategic advisor to the global financial services industry,

Brett King on third generation banking – he is on the ground floor of creating it.

Founder and Chairman of Movenbank, the first direct mobile bank in the US and UK, he has been featured on BBC, CNBC, Bloomberg TV, The Wall Street Journal, Financial Times, The Economist and The Asian Banker Journal.

Recognized as a global expert on innovation, customer experience, channel distribution strategy and understanding the fundamental shifts in consumer behavior, he publishes regularly in his role as industry advisor on Huffington Post, Internet Evolution, FinExtra.

King is a Board Advisor at Geezeo, a leading software services provider for banks and credit unions. He advises IAFM, the International Academy of Financial Management™ (previously known as the American Academy of Financial Management).

One of the founders of IAFM, one of the world’s fastest growing professional associations with more than

200,000 members, associates and affiliates in 145 countries,King was instrumental in the development of the worldwide certification training provided by IAFM. He led the Asia division for Modem Media/Digitas (part of the Publicis group) managing revenues in excess of $10m per year and a 100 to 150 staff persons.

King was a Director for Deloitte Consulting with service line responsibilities in the technology integration arena across the Asia region, particularly within the financial services practice.

King advises top financial institutions globally and has presented at conferences in more than 30 countries for organizations like Google, Forbes, Oracle, The Economist, SWIFT, the American Bankers Association, Bloomberg, The Asian Banker, IIR, Marcus Evans, DTT Fast 500 and HSBC.

An international judge for The Asian Banker Retail Banking Excellence Awards, the GSMA Global Mobile

Awards, the Middle East Business Achievement Awards and the Middle-East Retail Banking Awards.

Specialties

  • The Future of Banking
  • Banking and Finance Sector
  • Executive and Professional Development
  • Channel Optimization and Prioritization

HCI, Usability The Big Shift in the Fundamentals of Consumer Behavior

Most of our business models are based on physical interactions, processes that occur face-to-face and value based on presence. What happens when the fundamentals of consumer behavior shift?

If you don’t yet understand “The Big Shift” then it is likely you and those around you still perceive changes like the arrival of the internet, Smartphone’s, mobile payments, Social Media and networking as the progression of technology adoption. But what if there was much more to these changes? What if they formed the basis of something fundamental and when seen collectively they foretold much bigger and more significant changes in the future?

Whether it is a brand, the value assets or the potential of a future investment, chances are consumers are already communicating their opinions using social media platforms.

Tools that have arisen from ‘The Big Shift’ include the process of ‘sentiment analysis’ which will allow investors to forecast the attitude of consumers with regards to specific issues based on what the public are communicating. This in turn, creates an opportunity to access knowledge that is already available in forecasting the success or risk of an investor’s current or future portfolio in ‘real time’.

Learning to surf ‘The Big Shift’, provides investors with an opportunity to reconnect the marketplace, removing intermediaries streamlining blockages in communications which in turn impede marketplace competiveness.

By using simple social media tools, the property industry can not only capture and search the expertise available within the network, but also create relationships encouraging peer to peer lending and private investors.

Brett King has appeared on Bloomberg TV, CNBC, been featured in the Financial Times, Washington Post, and has spoken at events for Google, Oracle, and some of the world’s biggest banks and corporations – explaining “The Big Shift.”

Michelle Rosado

Michelle Rosado has a message of inspiration and empowerment for your audience, as well as an engaging style that will make your entire organization strive to new heights by helping them to discover their own inner strength both personally and professionally. Internationally recognized as “The Woman of Empowerment“, Michelle has overcome some incredible life obstacles, including surviving a physically and mentally abusive relationship, as well as escaping the World Trade Center just seconds before her offices were destroyed.

With more than 15 years in financial services, and over 20 years of business experience, Michelle Rosado has been influenced by some of the most successful people in business. Her message delivers innovative and unique empowerment strategies to enthusiastic audiences around the country. Industries from self-help, real estate, multi-level marketing, higher education and many more have been moved by Michelle’s powerful message. Michelle knows how to accelerate personal achievement and life fulfillment, and has created a definitive method to help people to reach their goals in record time as she has done.

PROGRAM TOPICS

9/11
Michelle Rosado shares her message of hope and perseverance beyond the unthinkable trauma of her ordeal and escape from the World Trade Center disaster on September 11, 2001. On 9/11/01, Michelle Rosado was on the 95th floor of Tower 2 of the World Trade Center when there was a crashing sound causing the windows in her office to shatter. The decisions she made in the moments following 9/11 changed her life forever.

Michelle is co-author of “Pursuing Your Destiny,” a book based on the true story of her escape from the World Trade Center on September 11, 2001.

Empowerment Strategies
Learn the tools, tips and resources to empower and inspire you organization. Your audience will be inspired and motivated to achieve greater success, by establishing a greater appreciation for life. Michelle will provide the tools necessary to achieve goals, find inner strength and adapt to change. Learn the techniques that allowed her to retire from corporate America by age 30 to become a full-time business owner, and then a professional speaker, author, and mentor.

Full Biography

MICHELLE ROSADO

Michelle Cruz-Rosado was born in New York, New York, to Filipino and Honduran immigrant parents, grew up in Queens, New York, and returned to New York City in 2000. Michelle began her financial career early in her life during the “irrational exuberance” on Wall Street in the 90′s and into the 2000′s. Her first article, “Will I Recover” tells of her personal experience as a survivor of the attacks of 9/11/01, was released in October of that same year and became the thought which led to her co-authored book, “Pursuing Your Destiny.”

In 2006, Michelle received a Lifetime of Achievement award from New York’s Madison’s Who’s Who, and is recognized throughout the business world as the “Woman of Empowerment.” Rosado’s remarkable story of survival has been featured on networks such as CNN, NBC Nightly News, FOX and more.

“Pursuing Your Destiny,” is based on the true life story of her escape from the World Trade Center on September 11, 2001. As a successful business owner, professional speaker, and coach, Michelle has inspired people around the world with her message of hope and perseverance. She has received a Lifetime Achievement Award from New York’s Madison’s Who’s Who, and is recognized throughout the business world as the “Woman of Empowerment.”

As a public speaker, Michelle presents passionately on a wide range of topics. She has presented to women’s groups, multi-level marketing companies, juvenile detention facilities, and has hosted all-day motivational training seminars. Her story has been featured on NBC Nightly News, MSNBC and CNN along with a photo of the towers taken by Michelle on September 7, 2001.

The inspirational story of her personal victory, entitled “Will I Recover” was featured in an article on the fifth anniversary of that fateful day. As a follow-up to the recollections of her victory, her second article, “The Recovery” was published in Envision Magazine’s October 2006 edition. The first article was written in the weeks following the tragedy for personal healing purposes, however the popularity and overwhelming feedback from readers worldwide would become the inspiration behind writing “Pursuing Your Destiny.”

Michelle is the co-founder of Rosado Companies, an organization dedicated to providing an array of top-notch services in the areas of technology, finance, and overall personal growth.

Barbara Sanfilippo

Former Bank Vice President and Regional Sales Manager Specializing in Quality Service, Sales, Innovation and Personal Growth. Barbara Sanfilippo is a popular keynote speaker, author and consultant specializing in the area of customer service, sales, motivation and performance enhancement. Rated frequently as one of the best speakers at conferences, Barbara is known for her high energy, audience interaction and idea-packed programs. She’s been recognized by business leaders, educators and association members as being at the top of her game and inspiring people to new heights.

Her consulting company assists organizations in developing and implementing a sales and service culture. Barbara has the unique ability to inspire your people to take action and achieve powerful results in both their business and personal life. Imagine attendees aiming higher and truly believing the possibilities in their work and personal life are limitless.

Imagine attendees so fired up that they actually take positive action to improve sales,customer relationships or sales leadership!

PROGRAMS:

Dream Big! What’s the Best That Can Happen? or Dream Big! Success or Significance?
In these busy times, we may be questioning our priorities and what success means to us. Are we addressing the important areas in our life such as: family, friends and service to others? Truly successful people have a sense of purpose, focus and personal fulfillment. In this idea-packed, interactive and entertaining program, Barbara will help you rate your life satisfaction index, define what success and happiness means to you, make time to enjoy more Cappuccino Moments™ and create your biggest dreams. You’ll leave energized with a renewed sense of priorities and actions you can take to achieve success and live a life of significance. So be sure to attend this speciay of the following topics can be blended, modified and combined to meet your needs.
l program by an award-winning speaker.

NOTE: This entertaining, inspirational and popular keynote program is based on Barbara’s book, Dream Big! What’s The Best That Can Happen? Give a copy to every audience member and ask about a volume discount.

Life is a Cappuccino – When is Enough, Enough?
What is “success”? For some, it may be reaching a specific income level, having a “fat” bank account or a beautiful home. For others, it may be taking special vacations, spending more time with our family or enjoying nature. As we rush down the road of life — a key question to ask is, “Am I making a living or living my life?” In this idea-packed and energizing session, Barbara will help us evaluate the critical choices necessary to slow down, live with an attitude of gratitude, and find time to sip cappuccino!

Outclass Your Competition with Five-Star Service orThe Evolving Sales and Service Culture – What’s Next!
Thousands of dollars are spent annually on what many CEOs think will develop a sales and service culture in their organization. Usually these are short-term “quick fixes” like training and incentives. Why are the effects fleeting? Why are these approaches ineffective over the long term? Those who are successful in sales and service take steps that reach to the very core of their organization. Topical solutions won’t work. In this idea-packed, interactive program, Barbara Sanfilippo outlines a comprehensive, step-by-step process to build a high performance service and sales culture.
Topics include: measuring internal and external service, developing standards, setting goals, instilling accountability, providing incentives and recognition, orienting new employees and much more. You’ll receive a detailed handout, useful exhibits, suggested timetables, pitfalls to avoid and a process you can begin immediately.

Staff Engagement – The Key to Bring Your Service and Brand Alive
Do you have staff that are physically present but mentally absent? Now that you’ve invested in training, incentives and marketing programs, how will you earn the commitment of your staff? Engaged and involved staff is the key to build customer relationships and bring your brand alive. A new logo and brochures do not serve your customers—your people do. In this idea-packed, energizing and interactive program, you’ll discover how to: identify the signs and causes of disengagement, prevent this “disease” from spreading, increase productivity and most of all win the hearts and minds of your staff!

Build a Business, Advise a Client, Get a Life!
Are you building a business or are your building a book of business? In today’s competitive and fast moving environment you may get so caught up in attracting and advising your clients that you neglect to plan for your own future. If you want to take your business to the next level, you must put on your CEO hat, leverage yourself, build value, and identify those opportunities and strategies that will get you there. Maybe it’s time to bring in a junior professional, upgrade technology, change your marketing program, evaluate profitability, outsource key functions or create an exit strategy to enjoy life more. In this idea-packed, energizing and interactive session, you’ll discover the key ingredients necessary to grow your business, mastermind with your peers and begin planning for your future success. You’ll leave energized with a clear direction to build your business and get a life!

Winning Sales Strategies of Top Performers – The Critical Edge!
What does it take to thrive as a sales and marketing professional or entrepreneur in the future? How can you attract warm calls and gain a competitive advantage? In this idea-packed and energizing program you’ll discover proven secrets you can use to:

  • Attract business to you easily and make warm calls
  • Promote and position yourself as an expert and a “mini celebrity”
  • Demonstrate customer appreciation and retain loyal clients
  • Follow-up and touch prospects and clients in a persistent manner with email and other creative methods.
  • Conduct pre-call planning to focus on getting the business
  • Critique calls to improve overall effectiveness
  • Dream big and achieve your goals

Build a Winning Sales Team — Sales Management Best Practices
To be successful, sales representatives, business development professionals and calling officers need motivated and talented sales managers to improve performance. Unfortunately, many managers have never been given any training in “sales management” skills. As a result, they just focus on “reaching their numbers”. What they don’t realize is to reach their sales targets they must spend the time to develop and help people succeed. Just like a coach who is committed to helping an athlete win a gold medal, committed sales managers can make a significant difference in the performance of their team. Whether you have the title of sales manager or not, if you are responsible for generating revenue through your team–this idea-packed program will give you practical tools you can use immediately to increase performance. Barbara will review best practices utilized by top sales managers.

As a result of this program you¹ll discover proven strategies such as:

  • How to get your people focused on the right activities that get results as opposed to just focusing on the bottom line.
  • How to observe and critique sales calls to help your people master the consultative sales process.
  • How to ensure your people have a consistent and persistent system to follow up effectively and build relationships. The power of email marketing and follow up will also be discussed.
  • How to reenergize your sales meetings and create a stimulating, valuable and participative experience for your team.

Five Star Service and Sales – It Starts With Me!
Each contact with a customer or member is a “moment of truth”. Front-line staff must always be ready and willing to go the extra mile. Support staff also play a key role by being responsive to their “internal customers” or fellow employees. All staff must make the change from order takers to order seekers. In this highly entertaining and informative program, attendees will learn why service is so important, how to acknowledge and greet people, how to serve our internal customers, how to recognize cues and approach the customers about our services, and, most importantly, how to take responsibility for motivating ourselves.

How to Manage Your Book of Business – The Secret to Expanding Customer Relationships
Chances are some of your VIP customers are feeling neglected and are ripe for being stolen. What are you doing to reach out and touch your best customers, build loyalty, and nurture profitable relationships? As a relationship manager or sales representative your primary role is to retain your “A” customers and expand relationships with your “B” customers. In essence, your job is to effectively manage your “book of business.” In this program, you’ll get valuable information you can use to begin confidently contacting your key customers.

In this idea-packed and energizing program, you’ll discover:

  • Your primary duties as a relationship manager
  • Best practices to manage your book of business
  • How to create a profiling form to get to know your customers
  • How to make the initial introductory call with confidence
  • How to build trust and engage your customers in conversation
  • How to recommend a service or product
  • How to set up an effective follow up system
  • How to add value to the customer relationship with VIP service and education
  • How to conduct client review meetings

The HR Director’s Role – Be Savvy, Be Strategic, Be Smart
In today’s fiercely competitive environment, savvy human resource professionals who add value and impact revenue will win the respect and support of CEO’s and senior management. In addition to hiring staff and monitoring benefit programs, HR can be the driving force behind strategic initiatives. In this idea-packed, energizing and interactive program, Barbara will outline proven strategies you can use to be viewed as a key contributor and business partner. This program was highly-rated at SHRM’s 2003, 2005 and 2006 national conventions. Topics include how to:

  • Think like a strategist, not simply an executor
  • Support your firm’s strategic initiatives
  • Tie HR initiatives to actual sales results
  • Deliver internal service to key business units
  • Score a big win, promote your accomplishments and much more!

Consider a Sales and Service Management Planning Retreat
The Sales and Service Management Planning Retreat is an interactive workshop outlining a comprehensive, step-by-step process for building and/or advancing a sales and service culture. Participants at our retreats identify their strengths and weaknesses, determine key priorities and set specific action steps. With a unified management team, they are then able to develop a list of implementation priorities.

Participants receive a detailed handout, useful exhibits, suggested timetables, and pitfalls to avoid. The program is tailored to your organization. This retreat is ideal if your team needs education on what the sales and service culture development process entails, a greater sense of urgency and buy-in and a step-by-step action plan. The planning retreat will create substantive discussion around pertinent issues and become a catalyst to move forward and determine future priorities.

Full Biography

As both an inspirational speaker and business consultant, Barbara Sanfilippo has two objectives: to help individuals define success, live an on-purpose life and Dream Big! and to help organizations and business owners out-service, out-smart and out-sell the competition.

Her high energy, entertaining and interactive style combined with her idea-packed programs have earned her high marks and repeat business from associations, corporations, and entrepreneurs in nearly every industry segment including: financial services, healthcare, hospitality, mortgage, real estate, retail, government, and many more.

Specializing in motivation, customer service and sales, Barbara draws upon her background as a Vice President and Regional Sales Manager with Bank of America. In addition her training and consulting company Romano & Sanfilippo, assists organizations in building a high performance sales and service culture. The combination of her hands-on experience and research into the specific needs of your group assures a tailored presentation that addresses the unique challenges facing your audience.

Barbara is multi-talented with strong experience in delivering both inspirational and business keynotes for 200 – 2000 people, facilitating senior management retreats, conducting workshops and speaking at sales incentive and staff recognition events. She also offers private group telecoaching sessions.

She is author of Dream Big! What’s The Best That Can Happen? and contributing author in, The Service Path, Your Roadmap For Building Strong Customer Loyalty. The National Speakers Association inducted her into the prestigious, Speaker Hall of Fame in 2001, along with past recipients: Ken Blanchard, Zig Ziglar, Les Brown and Brian Tracy.

In response to the Escalating Financial Crisis throughout our nation Barbara has put together a remarkable keynote address that highlights the crucial steps every business needs to follow so that they can come out of this dark recession a winning business in a failing industry.

Nancy Friedman

Nancy Friedman

Nancy Friedman is America’s most asked back speaker. And there’s a reason… she’s that good! Her simple, common sense customer service and sales material is quoted by thousands as ‘the best’ around. Nancy’s programs are packed with humor, motivation, tangible tips and valuable information that your audience can use immediately. Nancy’s business background affords her, and you, the benefit of having ‘been there.’ She will have your audiences laughing and learning with tips, skills, ideas and techniques that will last forever.

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John Sileo

John Sileo

John’s identity was stolen out of his business and used to commit a series of crimes, including $300K worth of

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