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The ROI of SOA: Business-Driving SOA Applications at H&R Block Financial Advisors

Date: February 08, 2006

Time: 12:00 pm US Eastern

All dates and times are NY local time, please consult your favorite world clock to determine when this webinar takes place in your time zone.

Featured Speakers:

Scott Thompson, Head of Application Development, H&R Block Financial Advisors (bio)


Beth Gold-Bernstein

Sponsored By:

SOA Leaders

H&R Block's services-based lead-routing system acquires, qualifies, and routes millions of leads from the company's tax services organization to more than 250 financial advisor offices across the country. In the first of our new SOA Leaders Council Webcast series, you will learn how H&R Block Financial Advisor's Customer Aquisition System handles business-critical leads during tax season using .NET-built Web services along with service-level management and exception handling.

What you will learn by attending this Webinar
  • Understand the business challenges H&R Block faced and how they were overcome with SOA
  • Learn how H&R Block achieved real results through SOA - Mr. Thompson will share actual ROI results
  • See the next steps in the company's SOA plans, including extending their use of SOA for BPM, management and security.

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Featured Speaker Bios:

Scott Thompson has over 11 years of experience in the area of systems architecture and design. Since he started his professional career in 1994, Thompson has had a commitment to improving the value and image of IT within organizations. Prior to coming to H&R Block, he worked in the financial services, medical lab, and telecom industries at some of Kansas City's most reputable corporations. Once arriving at H&R Block Financial Advisors (HRBFA) in 2001, Thompson spent 2 years as architect of HRBFA's executive data mart. The only one of its kind in H&R Block, the data mart provides enterprise class cross service reporting for the Tax, Financial, and Mortgage business units and contains well over 1000 reports. In 2003, Thompson moved on to serve as the only designated SOA architect in HRBFA. His shining achievement as SOA architect was the implementation of last years SOA-based Client Acquisition System (CAS) for routing tax leads to financial advisors. CAS received awards from both InfoWorld and NetworkWorld magazines as being one of the top SOA implementations of 2005.

In his current tenure Thompson serves as the Head of Application Development for H&R Block Financial Advisors (HRBFA) in Kansas City, Missouri. His team of experienced developers and architects focus on improving the productivity of Financial Advisors in more than 250 offices across the country.

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