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  • Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    James Dotter Recorded: Oct 30 2018 30 mins
    You’re sitting on a goldmine of data—it’s time to convert it into ROI.

    Join James Dotter, CFO at MX and Howie Wu. Head of Consumer Digital Banking Strategy at First Republic Bank for our webinar: Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019? on October 30, 2018 at 1:00 p.m. EST to learn how you can turn your goldmine of data into profit. In this 45 minute webinar you’ll gain three main valuable insights:

    - How you stack up in your peer group among 1400 financial institutions
    - How to transform your financial institution into a data-driven organization
    - How to identify consumer trends and become an innovator in the marketplace

    Business as usual will be anything but in 2019—so if you’re planning on growth in the next year, you need a data-driven strategy. With unprecedented choice and virtually no friction, your customers can easily switch to data-savvy competitors or big tech solutions for their banking needs. Leverage all the insights you’ve gained by acquiring customers to become the primary financial institution.

    Financial institutions that effectively use data will increase revenue, reduce cost, and deliver truly amazing customer experiences—winning new business and driving growth.
  • Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    James Dotter Recorded: Oct 25 2018 30 mins
    How are Amazon, Apple, and Google winning consumers’ hearts and minds? With data.

    Join James Dotter, CFO at MX and Howie Wu, Head of Consumer Digital Banking Strategy at First Republic Bank for our webinar: Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019? on October 25, 2018 at 1:00 p.m. EST to learn how you can turn your goldmine of data into profit. In this 45 minute webinar you’ll gain three main valuable insights:

    - How you stack up in your peer group among 1400 financial institutions
    - How to transform your financial institution into a data-driven organization
    - How to identify consumer trends and become an innovator in the marketplace.

    Small and medium-size financial institutions are under attack by big tech companies and large financial institutions. Data-driven, consumer advocacy is how the big players are winning the customer engagement game—and how you can too.

    With unprecedented choice and virtually no friction, your customers can easily switch to data-savvy competitors or big tech solutions for their banking needs. It’s time to leverage all the insights you’ve gained by acquiring customers to become the primary financial institution.

    Financial institutions that effectively use data will increase revenue, reduce cost, and deliver truly amazing customer experiences—winning new business and driving growth.
  • Data-Driven Banking: Opportunities and Challenges
    Data-Driven Banking: Opportunities and Challenges
    Jane Barratt (MX) & Marianna Rossell (BrightTALK) Recorded: Oct 23 2018 31 mins
    Data is an integral part of the Financial Services industry and players who have shown their prowess in being data-driven are ahead of the pack. Join this interview where Jane Barratt, Chief Customer Advocacy Officer for MX discusses:

    -Banking hasn’t historically been as involved in the financial wellness and sustainability aspect that’s trending now. What’s driving that change?
    -What effect has the smartphone had on banking -- any effect that is maybe less visible
    -Other than regulation, why do you think the financial industry has been slower to move to a data-driven strategy than other consumer industries
    -Where do you see the industry in 3-5 years?
    -What difference is the younger generation having on banking as consumers/employees?
    -How can government help consumers with better financial management?
  • Digital Transformation in Financial Services
    Digital Transformation in Financial Services
    Bruce Parker (Modo), Rick Striano (Deutsche Bank), Keith Briscoe (Ethoca), Jane Barratt (MX) Recorded: Oct 22 2018 52 mins
    From the adoption of emerging technologies like AI, blockchain, and disrupting legacy systems, the Financial Institutions are making investments to become more digital for both their customers and the organizations themselves.

    Join this live panel streamed from Money20/20 Vegas where our speakers will discuss:
    -Are banks ready for digital transformation?
    -Best practices for using data to deliver a better customer experience, cut costs, and implement strategies in a timely manner
    -The API revolution
    -Overcoming challenges with legacy systems
    -Adopting emerging technologies for a more holistic offering

    About the Presenters-
    Keith Briscoe leads Ethoca’s global product and marketing functions, a role spanning the development of Ethoca’s suite of collaboration-based fraud/chargeback mitigation and transaction acceptance solutions, as well as integrated marketing programs. His mandate includes product strategy and management, new product innovation, competitive analysis, experiential marketing, integrated marketing campaigns, public relations, analyst relations, content strategy and stakeholder communications. Keith has more than 20 years of experience in the payments and fraud industry.
  • Utilizing AI to Grow: Smart Banking Starts with Clean Data
    Utilizing AI to Grow: Smart Banking Starts with Clean Data
    John Schulte and Keith Armstrong Recorded: Aug 14 2018 44 mins
    Consumers’ expectations for simplicity and convenience is at an all time high. To meet these growing demands, financial institutions must embrace AI-driven messaging applications and voice-activated devices. And it all starts with clean data. Without clean data, chatbots can’t answer basic questions and AI is anything but intelligent. Leverage the learnings from Mercantile Bank of Michigan to find out how your financial institution can use AI-driven technology to successfully drive customer engagement and loyalty.

    Join Keith Armstrong and John Schulte to find out how they use AI technology to increase engagement and reach new customers.

    In this 60-minute webinar, you’ll gain 3 main insights:
    - How to evaluate your organizational readiness
    - how to select the right digital channel to start with
    - How to drive adoption through product marketing
  • Realizing the ROI of Big Data and AI in Banking: The Foundational Steps
    Realizing the ROI of Big Data and AI in Banking: The Foundational Steps
    James Dotter, Chief Financial Officer, at MX Recorded: Jul 19 2018 42 mins
    In a changing world where 50% of home loans and 38% of auto loans are provided by a non-FI, how do you compete? The answer lies in how you collect, analyze and act on data. James will walk you through how to lay the foundation for an AI-driven approach to big data.

    What You’ll Learn:

    - Why data-driven financial institutions get better results
    - How to build a foundation for a data-first approach
    - How and when to use AI and Machine Learning in your financial institution

    About the presenter:

    James Dotter, Chief Financial Officer at MX, brings more than 16 years of management experience and financial expertise with industry-leading, billion-dollar technology companies. Previous to joining the MX team, Dotter managed finance and operations at InsideSales.com, one of the fastest growing tech companies in the US. He led InsideSales.com through five years of more than 100 percent revenue growth, directed talent acquisition of more than 100 employees per quarter, and raised more than $140 million in private equity financing, while building and maintaining strategic partnerships.
  • Data: The Key to Delighting Financial Customers
    Data: The Key to Delighting Financial Customers
    Jim Marous from Financial Brand and Don MacDonald from MX Recorded: Jun 26 2018 54 mins
    Come join the conversation with Don MacDonald and Jim Marous as they discuss the Digital Banking Report and the rich information it provides on how to survive in the data age.

    It’s all but a foregone conclusion that financial institutions need to make the transformation to digital. In fact, many have already made huge strides and have become digital-first. But, once you’ve made the transformation, there’s a huge difference between having and using data.
  • How Data Helps Online Banking Providers
    How Data Helps Online Banking Providers
    Don Parker, EVP of Partnerships at MX Recorded: May 8 2018 31 mins
    Online banking providers often serve as the financial hotspot for account holders today. So how can banks and credit unions join forces with these providers to make the most of the age of analytics?

    Don Parker, EVP of Partnerships at MX, tells what you need to know to bring these partnerships to a new level.
  • The Difference Between Vision and Delusion
    The Difference Between Vision and Delusion
    Brandon Dewitt, CTO at MX Recorded: Apr 24 2018 36 mins
    Gartner estimates that over 60% of big data projects "will fail to go beyond piloting and experimentation."

    How do you ensure your projects are part of the 40% that succeed? Better yet, how do you ensure you're in the top 10%, so you edge out your best competitors?

    In this webinar, Brandon Dewitt, CTO at MX, will outline what it takes to launch from a place of vision rather than delusion — resulting in successful data-oriented projects again and again.

    With these principles soundly in place, you'll easily outshine your competitors and exceed user expectations.
  • Realizing the Power and ROI of Big Data
    Realizing the Power and ROI of Big Data
    James Dotter, CFO at MX Recorded: Apr 10 2018 30 mins
    Many analysts across various industries have said that data is the new oil. And yet financial institutions are sitting on billions and billions of datapoints and often don’t know how to put them to use.

    Join James Dotter, CFO at MX, to see how to get real revenue gains from the data you already have on hand as well as from data that’s easily within reach.

    You’ll learn:

    - How to stitch disparate data sources together
    - How to get started with data structuring and architecture
    - How to define the right metrics for the projects you’re working on

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