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Distributed Capture Forum
Sponsored by
Monday, August 25
Monday, August 25; 1:30 - 2:30pm
Distributed Capture: The Fast Path to ROI from your Enterprise Content Management System
Steve Crump, Document Management Specialist, CDW
Brad Moncur, VP of Sales, Marex Group
Many organizations have implemented and are realizing the benefits of document imaging and content management systems. This session will explore the key business drivers fueling the growth of distributed capture, solutions available to address various distributed capture requirements, and metrics for measuring the potential ROI of moving to a distributed capture model. Case studies of organizations that have deployed distributed capture solutions will be highlighted in this session.
Monday, August 25; 1:30 - 2:30pm
Remote Deposit Capture, Stage 2:
From Adolescence to Maturity
Kristen Ritchie, Senior VP & Regional Midwest Director, Charter One
Tom Kettell, Strategic Business Manager, Epson
Remote deposit capture (RDC) has been one of the fastest growing cash management tools ever introduced to the payments industry. What is on the horizon for this technology as it reaches toward maturity? This session will look at opportunities and challenges in the arenas of clearing optimization, least-cost routing, integration with the other financial institution remote channels such as teller systems and ATMs, automated data entry, image quality, data validation, exception handling, AR system integration, and imaging of non-financial transactions.
Monday, August 25; 2:45 - 3:45pm
Power Session: Distributed Capture Trends, Opportunities and Challenges
Denis Bergeron, Director, NCR Corporation
Danne Buchanan, CEO, NetDeposit
Brian Hurdis, President, Metavante Image Solutions
Douglas Hartsema, Sr. Vice President, JPMorgan Chase & Company
This interactive panel discussion features insight and advice from prominent solutions and services providers. During the session, attendees will gain a better understanding of the latest technologies and strategies for distributed capture, payments automation and receivables management. The main focus of the discussion will be to detail the most important technologies shaping the capture market and the key trends and innovations that are changing the way information is captured, processed, managed and delivered.
Tuesday, August 26
Tuesday, August 26; 10:30 - 11:30am
Outsourced Data Management a Winner for
Publishers Clearing House
This case study presentation will detail how Publishers Clearing House (PCH) has leveraged its lockbox provider to drive data management, exceptions resolution and customer service, to ensure that consumers are provided fast, accurate information and service. Attendees will learn how PCH and its lockbox provider developed a comprehensive solution that keeps documents from ever leaving the lockbox. The result has been enhanced service and increased sales for PCH. Discussion points will include capturing new product orders and processing associated payments; online account lookup for payment posting; application of multiple outstanding invoices; handling of misdirected product returns; and lessons learned.
Tuesday, August 26; 10:30 - 11:30am
Remote Deposit Capture – Market Profile
& Customer Case Study
Linda Hooks, Vice President, BB&T
Linda Rushak, Director, Property Accounting, GVA Advantis RE Services
Michael Pratt, Chief Marketing Officer, Panini
As remote deposit capture (RDC) adoption continues to accelerate, the individual market opportunities are becoming increasingly apparent. This presentation will provide the audience with a profile of RDC market opportunities as well as a customer case study, from both the bank and user perspective, covering the implementation and results of their RDC solution.
Tuesday, August 26; 1:30 - 2:30pm
Maneuvering Through a Maze of Distributed
Capture Options
Scott Blau, CEO, Datacap, Inc.
John Capurso, Vice President of Marketing, Visioneer, Inc.
Pam Doyle, Director, Imaging Products Group, Fujitsu
Learn first hand from industry experts on how you can implement and better utilize distributed capture strategies within your organizations. The potential options for capturing and moving information within an enterprise are dizzying. Workgroup scanners, multi-functional printers, the internet, personal digital assistants, mobile phones, have all created potential ways to receive and send information. The trick is how to best utilize these options within traditional centralized scanning and capture operations. Our panel will help guide you through this maze of options and leave you with the tools necessary to make changes and add value within your organizations.
Tuesday, August 26; 1:30 - 2:30pm
Implementing Remote Deposit Capture:
Lessons Learned
Kathy Levin, Managing Director, Payment Information Circle
Additional speakers to be announced
Are you thinking about implementing remote deposit capture (RDC) either as a financial institution or as an end-user? This session provides an overview of the RDC process and how it works, explains the benefits of offering and using this service, and discusses what to consider before getting started. Hear a case study from a community bank and one of their customers who has successfully implemented this popular product and learn why the bank decided to offer RDC and why the company decided to utilize it, issues that arose during implementation, potential risks they have identified, and tips for effective marketing.
Tuesday, August 26; 2:45 - 3:45pm
Deploying Distributed Document Capture
As business becomes more global, companies need to keep finding ways to control the costs of dispersed operations. And distributed capture is a great way to do just that. The scanning and indexing of paper documents from remote offices has become faster and easier. It makes sense for companies with just a few remote locations as well as global conglomerates. This session will explore how organizations can add distributed capture capabilities to their existing business processes and information infrastructure to streamline paper-based transactional processes and automate the classification of documents, extraction of data, and validation of information.
Back-Office Conversion: Too Little too Late?
Bob Meara, Senior Analyst, Celent LLC
Come hear firsthand if NACHA’s Back Office Conversion (BOC) is a viable check processing alternative. Some say it will never work, while others say it’s in its infancy. As check volumes continue to decrease, and the adoption of Point of Presentment (POP) continues to increase, where does that leave BOC? Will retailers truly invest in hardware and software to utilize the BOC rule in the face of declining check volumes? Do the benefits of BOC outweigh the cost and conversion fees associated from clearing checks in the tradition manner? Is BOC really too little too late?
Wednesday, August 27
Wednesday, August 27; 8:30 - 9:30am
Leveraging an Image Based Workflow to Unify Remote
Deposit Across Multiple Sites
Beverly Cobb, Director Cash Control, Lincoln Financial Group
Amanda Hales, Manager Technical Service, Creditron
Learn how Lincoln Financial Group, a leading manager and provider of life insurance, annuities, 401(k) plans, group benefits, mutual funds, institutional investment management and financial planning and advisory services met their objective of migrating to a single consolidated solution for standardized premium collection and suspense processing (i.e., a standardized process for handling all incoming remittances). Highlights include transactional exceptions handling, holdover of “not in good order” payments for research and resolution, integrated OFAC checks, paperless deposit, customized reporting and seamless web-based access to live and historical data.
Wednesday, August 27; 9:45 - 10:45
Leverage the Benefits of an ASP Delivery Model for
Outsourced Receivables
Doug Samuel, Vice President, Lake City Bank
Robert Murphy, Vice President, Metavante Image Solutions
One of the rapidly emerging trends is to offer an ASP or managed service version for receivables processing that places less emphasis on IT operations and more focus on business growth. Join us for this session and learn how so many small businesses are finding that the ASP arrangement frees them from capital investments, upgrades, and on-going management costs.
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