Location

Cineplex Odeon – Yonge Eglinton Centre

2300 Yonge

VIP Theatre Two New! We’ve upgraded to a larger theatre

Agenda

9:00 – 10:00 Breakfast

10:00 – 10:30 Mark Notten, CEO – Welcome – Path Forward (30 minutes)

Tier1’s growth strategy – scaling up while maintaining an entrepreneurial culture.
How clients benefit from the Salesforce/Tier1 partnership ecosystem.
New investment enables greater investment in customer success.
The Tier1 client network promotes best practice excellence.

10:30 – 10:45 Thoughts from Mike Devine – Wavecrest Growth Partners – Tier1 Board Member (15 minutes)

10:45 Product Road Map – Meet the Product Managers

With an insider’s view – clients participate in interactive presentations to influence the direction of ongoing initiatives. Meet face-to-face and share ideas with the entire Tier1 design team.
Early look at new features and content across the ACE Product Suite for Markets and Banking.

Part1 – ACE Markets Product Suite

10:45 – 11:15 Matt Thomson – ACE Allegro (30 minutes)

11:15 – 11:25 Break (10 minutes)

11:25 – 11:50 Ashan Dorsett – ACE For Outlook (25 minutes)

11:50 – 12:20 Yuli Mitsner – ACE Tempo Event Calendar (30 minutes)

12:20 – 12:50 Lunch (30 Minutes)

12:50 – 1:50 Tier1 Client Panel Discussion (1 hour)

Moderator, Laurén Robbins, Salesforce Global Head of Institutional Banking + Markets

Laurén will facilitate a panel of Tier1 Clients to share insights and seek audience engagement for hot topics.

Mark Levy, RBC-Managing Director, Client Management Tools + Analytics

Valerie Monchi, Barclays -Managing Director, Business Manager, Research

Vaughn Harvey, Jefferies -Managing Director, CRM + Analytics

Rajni Singh, TD Securities -Director, Investment Banking

Topic 1: Best Practices To Drive Successful Roll-Outs

How to drive successful Tier1 roll-outs. What’s worked and why.
Tips to building user engagement prior to and during the roll-out.
How to continue the momentum after the roll-out (enhanced functionality, training and communications).

Topic 2: CRM Analytics Strategy – Extracting Business Value in Markets + Banking

Analytics as a necessity: the role of CRM in streamlining compliance reporting requirements.
Analytics as an opportunity: using analytics to improve your business differentiation in Markets + Banking.
How can artificial intelligence deliver next level insights to better manage your business and improve client engagement. Which vendors and product solutions are top of mind.

Part 2 – ACE Banking Product Suite

1:50 – 2:20 Brian Cho – ACE Mobile – Concerto (30 minutes)

2:20 – 2:45 George Lazarevic – ACE Deal Manager (25 minutes)

2:45 – 2:55 Break (10 Minutes)

Customer Success + Technology Road Map

4:10 – 4:30 John Allcorn, Customer Success Initiatives (20 minutes)

Commitment to proactive customer care.
Initiatives to drive user adoption.
ACE Academy – expanded training resources for clients + partners.

4:30 – 4:50 Jeff Heisz, CTO – ACE Architecture Road Map (20 Minutes)

ACE Architecture road map aligned with Salesforce technologies; Lightning, Mobile and Einstein. Empowering clients + partners to add value via Tier1 plug-in strategy.

Post-Conference Reception and Refreshments

5:15 – 8:00 Post Conference Networking Reception

Prohibition Gastrohouse

40 Eglinton Avenue East (adjacent to conference venue)

Directions:
Exit the theatre, cross at the stop lights – head east of Yonge-Eglinton Centre Continue ½ block to PROHIBITION, on the NORTH side of Eglinton Avenue East