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Webinars

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


Moderator:

Ronan Bradley

Sponsored By:

Appian

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



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Featured Speaker Bios:

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

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 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.


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