We use cookies and other similar technologies (Cookies) to enhance your experience and to provide you with relevant content and ads. By using our website, you are agreeing to the use of Cookies. You can change your settings at any time. Cookie Policy.


BPM for Financial Services

Date: August 26, 2008

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:

John Jarrett, Director of BPM, AGF Trust (bio)
Ronan Bradley, Principal, Lustratus Research (bio)
John Bovatsek, WealthWorx Managing Director, Oakbrook Solutions (bio)


Ronan Bradley

Sponsored By:


BPM is helping leading financial services organizations focus on the customer, adhere to compliance initiatives, improve channel strategy, and become more agile. John Jarrett, of premiere investment management company AGF Trust, will discuss his company’s strategic BPM rollout across multiple product lines and company divisions. John Bovatsek, of Oakbrook Solutions, will outline Oakbrook’s BPM-based WealthWorx® process solutions for wealth management.

Attend this webinar and..
  • Learn how BPM is being used in financial services today
  • Learn how a focus on process supports corporate imperatives for agility, service and compliance
  • Learn how to move your company to being a process-driven enterprise

Ask a Question or Leave a Comment

To ensure compatibility with the webinar platform, please verify your system compatibility.

Featured Speaker Bios:

John Jarrett has more than 20 years of experience working in the financial services industry across retail banking and head office environments. His primary area of focus is loan origination for the independent financial planner channel. For the last 18 months, he has led AGF Trust’s project to launch BPM into the organization. Jarrett’s role is to lead the business process design team and meet AGF Trust’s mandate to extend BPM across the enterprise, and innovate existing processes.

Financial services expert Ronan Bradley is ebizQ's Community Manager for Banking and Capital Markets.

As Community Manager, Bradley will blog and podcast on the latest news and breakthroughs relevant to the financial services industry. He will also publish press releases, cover briefings, write feature articles and source content from other analysts, industry associations and vendors for publication on ebizQ. Each week, Bradley will compile the most important news and views in an e-mail newsletter for ebizQ's ever-growing financial services community. Bradley has spent over 17 years in the software industry and has held senior management positions in a number of international software vendors with strong emphasis on the financial services sector. As Vice President for Product Management at IONA Technologies, he was responsible for products generating over $100 million of revenue. Bradley also founded PolarLake, which has grown into a leading Enterprise Service Bus (ESB) vendor.

Currently, Bradley is a co-founder and analyst with Lustratus Research, a market analyst and consultancy firm focused on software infrastructure. He is also principal of The IT Perspective, a specialist IT advisory firm working to help clients align their IT and business agendas. As a recognized expert on business integration software and its uses in financial services, Bradley has spoken at many events worldwide and has been quoted in publications such as The Financial Times, Banking Technology, and Computer Business Review. He also lectures at The Dublin Institute of Technology.

John Bovatsek joined Oakbrook in 2004 and is responsible for managing the WealthWorx© Process Solutions practice.

Recognized through the launch of WealthWorx© as an expert and visionary in the application of Business Process Management for Wealth Management, John has been providing leadership in large scale systems and operational initiatives for over 15 years. He brings an extensive background in strategic consulting, change management, and business integration services in the areas of investment processing, management, trading, administration, risk management, and compliance. His specialty is in architecting business process outsourcing, application services and integration arrangements in order to maximize value for his clients. Prior to joining Oakbrook, John held positions as Client Services Director, Service Quality Program Manager, and Product Manager at SEI Investments and formerly served as an Information and Engineering Systems Officer in the US Navy.

John holds an interdisciplinary Masters degree in the Management of Technology awarded jointly by the University of Pennsylvania School of Engineering and the Wharton School of Business. He also holds a Bachelor of Engineering degree from the Georgia Institute of Technology and is a certified Project Management Professional.

Email John at jbovatsek@oakbrooksolutions.com

  • Subscribe Newsletter
  • Contribute
Subscribe to ebizQ:

Enter your email address:

 Subscribe Blog Updates via RSS

 Subscribe News via RSS

ebizQ is very interested in what you have to say. To contribute an article, an opinion, or to become a blogger, please contact Editorial Team.

  • Virtual Conferences
  • Webinars
  • Roundtables

SOA Cloud Qcamp

June 3, 2009

One of the most compelling trends in the enterprise business technology space over the past year has been the emergence of cloud computing. In ebizQ’s upcoming Qcamp virtual un-conference, leading industry experts and practitioners will explore the role of service-oriented architecture (SOA) and business process management (BPM) in supporting cloud-computing initiatives. Additionally, the new skills that developers and IT managers need for successful cloud development will be discussed.Register

View All Virtual Conferences

Smart Case Management: Why It's So Smart.

Date:Nov 05, 2009
Time:12:00 PM ET- (17:00 GMT)


Date:Oct 29, 2009
Time:15:00 PM ET- (19:00 GMT)

View All Roundtables
  • Research Library
  • Podcasts
  • Blogs

Joe McKendrick: Part II of II: Designing Evolve-ability into SOA and IT Systems

In part two of Joe McKendrick's recent podcast with Miko Matsumura, chief strategist for Software AG, they talk about how SOA and IT systems need to change and grow and adapt with the organization around it.

Listen Now

Phil Wainewright: Helping Brands Engage with Social Media

Phil Wainewright interviews David Vap, VP of products at RightNow Technologies, and finds out how sharing best practices can help businesses understand how best to engage with online communities.

Listen Now

Peter Schooff: Making Every IT Dollar Result in a Desired Business Outcome: Scott Hebner of IBM Rati

Scott Hebner, Vice President of Marketing and Strategy for IBM Rational, discusses a topic on the top of every company's mind today: getting the most from IT investments.

Listen Now

Jessica Ann Mola: Where Will BI Fit In? Lyndsay Wise Explains

In BI, this tough economy and the increasing role of Web 2.0 and MDM are certainly topics on people's minds today. WiseAnalytics' Lyndsay Wise addresses each of them in this informative podcast.

Listen Now

Dennis Byron: Talking with...Deepak Singh of BPM Provider Adeptia

Deepak Singh, President and CTO of Adeptia, joins ebizQ's Dennis Byron in a podcast that gets its hand around the trend of industry-specific BPM.

Listen Now
More Podcasts
  • Most Read
  • Quick Guide
  • Most Discussed

Quick Guide: What is BPM?

Learn More

Quick Guide: What is Event Processing?

Smart event processing can help your company run smarter and faster. This comprehensive guide helps you research the basics of complex event processing (CEP) and learn how to get started on the right foot with your CEP project using EDA, RFID, SOA, SCADA and other relevant technologies. Learn More

Quick Guide: What is Enterprise 2.0?

A lot of people are talking about Enterprise 2.0 as being the business application of Web 2.0 technology. However, there's still some debate on exactly what this technology entails, how it applies to today's business models, and which components bring true value. Some use the term Enterprise 2.0 exclusively to describe the use of social networking technologies in the enterprise, while others use it to describe a web economy platform, or the technological framework behind such a platform. Still others say that Enterprise 2.0 is all of these things. Learn More