STP Focus Day: Tuesday, 24th February 2009

Are There Solutions You are not Aware of That Can Help You Reduce Processing Cost?

With the focus on end-to-end loan processing this value-packed STP Focus Day will provide you with access to keynote international speakers and the opportunity to hear the latest developments taking place in the Australian market. The mortgage industry has been making moves towards STP for several years but in the uncertain economic climate the need for a streamlined value-chain has never been more pressing. As an integral part of the Mortgage Processing Summit 2009, the STP Focus Day is a must-attend for all those looking to understand how STP is being utilised and where to focus technology spend to receive the best reward.

Rationale:

With the mortgage market progressing towards STP our research has highlighted your need to understand how your peers are harnessing and gaining business benefi t from STP technology. Covering the impact of STP on the Australian market and the next steps for technology adoption this focus day highlights the advances being made and enables you to take away strategic and implementation insights to drive operational effi ciency in your organisation.

Benefits of Attending the STP Focus Day:

• Find out about current STP initiatives from local and international markets
• Analyse the current advances and limitations in STP adoption and implementation
• Learn from a series of case studies outlining the cost effi ciency savings being realised
• Interact with your peers during the Think Tank session
• Discuss methods and strategies to drive operational success and profitability

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STP Focus Day Agenda

10:00 Opening Remarks From The Chair

Ryan Fahy
General Manager- Core Banking Modernisation, Enterprise IT
COMMONWEALTH BANK OF AUSTRALIA

EXPLORING STP AS A BUSINESS STRATEGY

10:10 KEYNOTE INTERNATIONAL CASE STUDY: Successfully Exploiting Mortgage Process Improvements

This opening case study will highlight the progress being made with STP in an international lending market. Drawing on lessons learned and tangible benefits you will be guided through the entire implementation process from design to performance measurement.

• Harnessing multi-channel processing and delivery model
• Developing centralised approval and processing
• Recognising horizontal integration as a key proposition to customer satisfaction
• Utilising technology and service quality as key drivers to operational effectiveness
• Riding through different economic cycles

Phil Jenks
Chief Operating Officer - Mortgages
HBOS UK

10:50 KEYNOTE INTERNATIONAL CASE STUDY: Generating Optimal Mortgage Processing Operations Cost Effectively

• Investing cleverly to exploit process improvements solutions cost effectively
• Absorbing market conditions and responding to stay competitive
• Moulding existing technology and processes around revitalised operational strategies
• Driving operational improvements across the organisation
• Sharing experiences to date and future direction

Patty Chen
Vice President - Operational Customer Management & Technical Integration
FREDDIE MAC

REALISING OPERATIONAL SUCCESS AND BUSINESS BENEFIT

12:00 KEYNOTE CASE STUDY: Harnessing Straight Through Processing To Revolutionise Mortgage Lending

This case study will highlight the progress being made with STP. Dean will explore the implementation process taking place at Bankwest.

• Exploiting the opportunity to enhance your mortgage processing and service delivery
• Identifying KPIs from strategy to execution
• Measuring and improving operational performance
• Enriching the customer experience through technology investment
• Detailing effective integration techniques for superior STP

Dean Gillespie
Head of Mortgages
BANKWEST

12:40 KEYNOTE PAN-ASIAN PERSPECTIVE: Achieving Greater Profit Margins Through STP Adoption

Looking closely at how STP is providing business benefit, this in-depth session discusses how SCB is harnessing STP on a pan-Asian level.

• Transforming existing service delivery channels and operations
• Lowering operating costs to succeed in a competitive market
• Improving customer service to safeguard retention
• Attaining improved data quality and information management
• Yielding higher loan volumes through process improvement

Mark Langley
Global Product Head for Mortgage & Auto
STANDARD CHARTERED BANK

14:20 PANEL DISCUSSION: How Is Straight-Through-Processing Developing And What Impact Is It Having On The Australian Mortgage Industry?

From early innovation to partial adoption, STP in its truest form remains the ultimate goal of Australian mortgage processing. The need to invest in technology to reduce cost and improve the customer experience has never been greater. However, what constitutes operational effi ciency and is the STP end goal achievable?

Key topics include:

• Defining STP: delivering a consensus on STP interpretation
• Integrating the mortgage value chain: myth or reality
• How close are we to STP adoption in the Australian market?
• Analysing how STP impacts on the consumer
• Highlighting the potential pitfalls and obstacles to true STP
• What does the future hold?

Dean Gillespie
Head of Mortgages
BANKWEST

Joe Sirianni
Executive Director
SMARTLINE

Erik Fenna
Chief Executive Officer
LIXI

15:00 INDUSTRY UPDATE: Lifting Standards Across The Mortgage Value Chain

Interoperability is the central goal on the route to a joined-up mortgage industry. LIXI have made significant ground in creating centralised standards to map the route ahead.

• Moving towards STP with LIXI data standards
• Ensuring compatibility between data standards and the LIXI standards
• Explaining what existing limitations to STP are and how to overcome them
• How uptake of LIXI standards is progressing
• Developing future adoption of industry standards

Erik Fenna
Chief Executive Officer
LIXI

15:40 Strengthening The Interface Between Customers, Lenders And Brokers Through Front-End System Interoperability

Tackling the development of improved communication channels is imperative for organisations to fully exploit technology solutions.

• Automating the communication channels between industry stakeholders to enhance service provision
• Speeding up the mortgage process cost effectively
• How you can use the broker’s front-end system to integrate with yours
• Encouraging better relationships between industry partners

Joe Sirianni
Executive Director
SMARTLINE

16:20 End Of Focus Day

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