Welcome Address and Open Solutions Overview
This session will provide a high-level overview of Open Solutions history and current developments.
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Open Solutions Canada Update and Plans
Open Solutions Canada’s president will update Client Forum attendees on topics and issues relating to the company’s business relationship with its clients and will discuss future plans.
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Open Solutions Offerings and How They Can Benefit Your Business
Open Solutions offers a full slate of technology solutions designed for the financial services industry. Approximately 5,800 clients world-wide use one or more Open Solutions products to meet their strategic business needs. Learn more about Open Solutions' technology offerings and how they can help you to grow and improve your business.
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A Global View of Banking Systems
Banks around the world are facing ever greater competition and regulation. To meet these challenges, an increasing number of institutions are looking to take a quantum leap forward in terms of flexibility and efficiency, with this requiring a rethink on architecture, systems and processes. Within this there is likely to be a move to a more component-based approach, as embodied within a service oriented architecture. Martin Whybrow is founder and editor in chief of the International Banking Systems Journal and, in a consulting capacity, has been heavily involved in a number of studies at leading banks. He will set out the drivers, priorities and approaches.
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Fincentric Product Group Customer Success: Getting the Most from the Ovation Banking System
Meridian Credit Union was formed in April 2005 with a vision to reinvent neighbourhood banking. Key to the achievement of this vision is the ability to meet the evolving needs of members while concurrently making it easier for employees to engage in meaningful conversations with the members. At the heart of Meridian's service model stands the Ovation banking platform. This session will focus on how Meridian has leveraged Ovation since the merger to power membership growth through service and how the credit union is extending its effectiveness through minor enhancements, integration with other business solutions, and the addition of a new front end.
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The Evolution of Bill Payments in Canada
How effectively are you meeting the electronic payment needs of consumers and businesses today? Brian Denysuik will discuss how payment technology can integrate into your banking system to ensure that you can easily meet changing needs of your customers. Join this session to hear new developments in bill presentment, including an examination of "push" vs. "pull" strategies.
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A Merger of Three Credit Unions – Lessons Learned and Best Practices
Coastal Community Credit Union is a merger-and-migration success story. Find out how this organization brilliantly managed a seamless merger of three banking system databases and smoothly migrated them to the TCCUS platform. Learn why open communication and true partnership between vendor and client play a key role in the process.
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Mobile Payments in Financial Services: What's Your Strategy?
Mobile payments are an exciting growth area in financial services and offer a new payment channel for consumers across all levels of society. Market conditions will determine the applicability of a specific service offering, but it is becoming clear that mobile phones are a powerful platform for growth. In the years ahead, Financial Insights believes mobile payments will become commonplace across financial services markets. Jamie Sharp, vice president of Financial Insights Canada will explore the question "How will mobile payments impact financial services firms?" Mr. Sharp's comments will answer three key questions:
- What are the key business priorities in financial services?
- Which technologies are expected to catalyze innovation in financial services?
- What is the role of mobile payments in financial services?
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Technology Overview
Open Solutions chief technology officer, Rashid Desai, will give an overview of the company’s technology products and services with a discussion on their positioning in Canada as well as a look at the direction of technology development over the next few years.
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What You Need to Know about Microsoft Windows Vista and Windows Server 2008
This session will provide you with an exciting overview of Microsoft Windows Vista and Windows Server 2008. This session has a financial services focus and explores how these amazing technologies can be used to deliver business value for your organization. This session will also provide you with information to plan a smooth implementation of your Open Solutions Developer’s Kit 4.2.
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TCCUS/TCBS Overview
Open Solutions’ director of financial product management, Esther D’Albero, provides a high-level overview of the structure, features and functionality of the company’s cornerstone core technology for banks (The Complete Banking Solution®) and credit unions (The Complete Credit Union Solution®).
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TCCUS/ TCBS Overview
Together with Open Solutions’ director of financial product management, Esther D’Albero, Suzanne Pinsonneault will provide a high-level overview of the structure, features and functionality of the company’s cornerstone core technology for banks (The Complete Banking Solution®) and credit unions (The Complete Credit Union Solution®).
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Your Biggest Branch...Open 24 Hours a Day
If you are like any other financial institution, you get more visits and transactions through online banking than any of your individual branches. Customers are using the channel, but is it as robust as it could be? Learn how the evolution of the online channel can create a better experience for your members, and enable you to engage your members and increase the effectiveness of online sales and marketing.
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Why are Credit Unions Disadvantaged in Business Combinations?
Credit unions are severely limited in forming business combinations. Share purchases do not apply. Cross investments could be considered. Asset purchases outside a province are effectively not permitted. Extra-provincial registrations are not permitted generally. Amalgamations outside a province are not permitted.
What alternatives are left? Asset acquisitions or amalgamations are permitted within a province. A federal cooperative retail association is permitted and may be considered. And outsourcing agreements may be permitted to some extent within provinces and across provincial borders.
Are these alternatives sufficient to achieve business combination purposes? What is the most effective way today to carry out a business combination and enable scale, innovation and cost savings for marketing and operational purposes? What can be done about provincial restrictions?
Mr. McDowell advises the financial services industry, including credit unions, and will address these questions.
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The Journey to a Paperless Organization
We have long been promised a paperless world through the use of technology, but throughout the years, paper volumes seemed to grow, not shrink. Good news. Enterprise-wide document management services can provide web-based access to transaction records like receipts, statements, applications and forms. Find out how electronic document products enable a "paperless" organization through report archival, document imaging, electronic signatures and document presentment. These electronic processes provide information immediately for you and your customers or members – at a lower cost than if you mailed the information. Open Solutions’ Digital Document Systems empowers financial institutions to meet the challenges of today’s competitive market by helping you to streamline processes, increase productivity, lower costs, improve service levels and strengthen client relationships. And because reducing paper consumption is one of the ways to help the environment, you’ll be making a positive contribution to the well-being of the planet as well.
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Key Factors for Improving Financial Institution Performance
Mr. Handel will present current research on key factors that differentiate high performing financial institutions. This session will provide product strategies for improving sales, earnings and balances; examine how customer loyalty impacts financial performance and offer ideas for leveraging your branch-level sales potential.
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The Future of Card Technologies
Understand why new card technologies have attracted financial institutions and governments worldwide. Hear about updates in EMV and other chip card technology and the explore the merits of "contactless" and multi-application cards.
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