Hi [[ session.user.profile.firstName ]]

Thought Leadership for Financial Advisors

  • Date
  • Rating
  • Views
  • Money Talks: Can banks switch to profiting from good financial behaviour?
    Money Talks: Can banks switch to profiting from good financial behaviour? Dr. Louise Beaumont (Publicis.Sapient), Aleksi Grym (Bank of Finland), Bharat Bhushan (IBM), Maria Flyvbjerg Bo (Digtio.com) Recorded: Sep 21 2017 59 mins
    Digital transformation is a promise that many have been skeptical of. Join this panel where industry experts will tackle all the tough questions and provide new and thought-provoking insights.

    Among others, they will discuss:

    -Can the banks switch to making money from enabling customers’ healthy financial behaviour, rather than from continuing to exploit ongoing financial self-harm?

    -Traditional banking is on the verge of major disruption, so digital transformation had better deliver *actual* transformation. Tinkering is expensively pointless

    -Continuing to exploit inertia-driven customer behaviour – and thus coining excess profits - will be seriously challenged by Open Banking

    Panelists:
    Moderator: Dr. Louise Beaumont, Head of Open Bank at Publicis.Sapient
    Aleksi Grym, Head of Digitalisation at Bank of Finland
    Bharat Bhushan, Industry Technical Leader, Banking and Financial Markets at IBM
  • Major Trends Shaping the Mobile Banking Industry
    Major Trends Shaping the Mobile Banking Industry Katharina Lueth (Raisin), Rashee Pandey (Contis Group), Rich Wagner (APS Group) Recorded: Sep 20 2017 60 mins
    The use of mobile banking apps has doubled in 2 years. How can banks and fintechs capitalise on this and where what are the cool new innovations we can count on seeing next?

    Join this session where the panel will discuss:

    -The Payment Services Directive 2 (PSD2) is just around the corner. How will this change the banking landscape?

    -What kind of exciting solutions will appear in the next years?

    -What are the most exciting apps/new functionalities that you have seen/expect to come out of PSD2?

    -What are some of the most important customer benefits/use cases you see emerging – apart from a better user experience?

    -How will mobile banking and personal finance apps change user behaviour? Will approaches such as gamification have a lasting effect on the spending habits/financial literacy of future generations?

    -In the past 24 months a considerable number of challenger banks received a banking license from their local regulators. How will these banks change the game for their competitors

    -Millennials are at the moment the main target group of challenger banks. Will those new banks be able to successfully acquire a broader customer group?

    -What are the major trends that will shape the mobile banking industry in the next 3 to 5 years? API? AI?
  • Banks - Winning Brands or Dumb Pipes
    Banks - Winning Brands or Dumb Pipes Duena Blomstrom (Chief Growth Officer Marketplace, Temenos), Ed Cooper (Revolut), Moven Recorded: Sep 20 2017 59 mins
    Is it too late for incumbent banks to try and still win at the Relationship game, wow the consumer with addictive experience and become beloved brands? If we believe only new players will be able to do the above and many banks will become pipes - do they have a back-up business plan in place for that alternative?

    Attend this panel debate where the speakers will discuss all this and more:

    - What will banking look like in a post-PSD2 Europe and once Open banking models start to emerge? When will that be?
    - Is banking culture one of the inhibitors of change and what can we do to change that?
    - Define what "Invisible Banking" means to you and the consumer
    - What role will Platforms play in this new world over the next few years?
  • All Hands on Bank: How Mobile Banking is Changing Personal Finance
    All Hands on Bank: How Mobile Banking is Changing Personal Finance Jean-stephane Gourevitch, Lukas Zoerner (Mespo), Edward George (Ecobank), Mijael Feldman (Übank), Richard Dallas (DynaRisk) Recorded: Sep 20 2017 60 mins
    Banking is changing! The emergence of digital technologies and fintech are supporting changes in the way consumers use these products/services, particularly millennials.

    These new style banking services are becoming much more than simply a way to look at one's bank account, or to pay. They are becoming truly financial cockpits and watchtowers that consumers can use for a wide range of usages whenever, wherever whether it is to manage better their finance, pay and order on mobile commerce, transfer money between them, etc.

    We will discuss the way they are transforming personal finance, how consumers change their usage patterns, what are the impacts, how startups innovate, how incumbents and new players are interacting, where are the truly disruptive services, etc.
  • From Regulation to Reality: Making PSD2 Work
    From Regulation to Reality: Making PSD2 Work Marijke Koninckx – Product Marketing Manager – FIS Recorded: Sep 12 2017 49 mins
    While the launch of PSD2 is approaching fast, there is still some ground to cover to turn this regulation into reality.What are the challenges and opportunities and what is required to make PSD2 work?

    Marijke Koninckx, Product Marketing Manager at FIS, discusses how PSD2 transforms the relation between banks and their customers into a new 3-way relationship.

    How should banks manage this new 3 way relationship?
    What are the implications and what functional and technical issues need to be addressed to be successful?
  • The Bitcoin Fork: What you need to know (Live Q&A)
    The Bitcoin Fork: What you need to know (Live Q&A) Ina Yulo (BrightTALK), Dr. Craig Wright (nChain), David Siegel (20|30). Jameson Lopp (BitGo) Recorded: Aug 16 2017 64 mins
    On August 1, news of a bitcoin "hard fork" broke the cryptocurrency world. Traders were flung into uncertainty and many started wondering about the new Bitcoin Cash and what it means for the market.

    Should you invest in Bitcoin Cash? Why fork Bitcoin rather than just using a pre-existing cryptocurrency? Will there be more drastic price changes in the different cryptocurrencies? Will the value of bitcoin be diluted? What comes next?

    Join this session where an expert panel of bitcoin investors, engineers and entrepreneurs will discuss what you need to know about the bitcoin fork, the current situation of the market, the impacts of the hard fork, and their predictions for the future.

    They will also take audience questions live so make sure to tune in and have your questions ready.

    Moderator: Ina Yulo, Senior Content Strategy Manager at BrightTALK

    Panelists:
    David Siegel, Blockchain and decentralization expert at 20|30
    Jameson Lopp, software engineer at BitGo and creator of Statoshi fork of Bitcoin Core
    Dr. Craig Wright, Chief Scientist at nChain
  • Data Analytics in Financial Services: Identifying obstacles and key issues
    Data Analytics in Financial Services: Identifying obstacles and key issues Alex Kwiatkowski (Finastra), Peter Jackson (Southern Water), Jessica Holzbach (Penta) Recorded: Jul 20 2017 61 mins
    In an increasingly digitalised world, the value of information grows ever higher. Winning organisations – whether in financial services or any other vertical sector – will be those who can harness the power of data analytics to develop microscopic levels of insight and foresight into customer behaviours and operational activities in order to make progressive improvements on a continuous basis. Product development informed by factual evidence rather than educated guesswork, or real-time risk management based on a hyper-accurate picture of exposures, bring significant internal and external benefits.

    However, while banks want to get closer to their customers, is the feeling mutual? Data privacy is a very sensitive issue, and the perception of what constitutes intrusion will likely vary between individuals. Institutions, therefore, need to walk a fine line between what’s genuinely useful and what’s genuinely creepy.

    During this webinar, a panel of respected subject matter experts will discuss and dissect the key issues related to the widespread use of data analytics in financial services, identifying the obstacles which need to be overcome and the enablers that will drive FS forward successfully.
  • Optimisation & Security: Personal Data's Impact on Retail and Financial Services
    Optimisation & Security: Personal Data's Impact on Retail and Financial Services Jonathan Williams (MK2 Consulting), Katryna Dow (Meeco), Colin Darby (Bovill), Bill Trueman (RiskSkill, AIRFA) Recorded: Jul 20 2017 61 mins
    Financial Services companies rely on personal data for both their retail and business customers. Legislation and regulation, such as AMLD4, PSD2 and GDPR; both control and mandate its use.

    How can FS companies manage and use the data effectively? Join this panel where we'll discuss the many new regulations coming up and what you should be doing as early as now to prepare your organisation and optimise your processes.
  • Financial Market Perspective, H1 2017 - Inflection Points and Contrast
    Financial Market Perspective, H1 2017 - Inflection Points and Contrast Eric Parnell, CFA, Founder & Director, Gerring Capital Partners Recorded: Jul 12 2017 43 mins
    The first half of 2017 has provided a lot of surprises, politically and economically, from the French and UK elections, activity in the Gulf, the direction of the US economy and the evolution of fiscal and monetary policy.

    Some were more predictable than others but what is becoming clear looking to Q3 and Q4 is the significant inflection points so far, and the contrast this will cause between the first and second half of the year.

    So join Eric Parnell, CFA and Founder & Director of Gerring Capital Partners as he provides a perspective on H1 2017 and an outlook for H2. Attend live and discover:

    - A variety of inflection points in both economics and policy in H1 2017
    - Why we are arriving at these inflection points and how these transitions are likely to impact stock, bond and commodities markets.
    - The reasons for and outcomes of the drastic contrast between H1 and H2 2017, including a expected increase in market volatility and uncertainty.
  • Post-Modern Porfolio Theory with David Siegel
    Post-Modern Porfolio Theory with David Siegel David Siegel Recorded: Jul 12 2017 49 mins
    A smart portfolio can mean the difference between a comfortable life and a constant struggle. Most people make poor, emotionally based investment decisions with many biases. Even investing professionals who studied Modern Portfolio Theory did not help their clients in the Global Financial Crisis.

    In fact, when I ask professional investment advisors if they would hire themselves if they had $100 million in the bank, they all say of course not. Most pundits, from celebrity investment gurus to leading academics, have simply been wrong about markets and their predictability.

    We are entering a new era of machine trading, where the average person has no chance to systematically outperform the markets. Learn about post-modern portfolio theory with David Siegel and start building a smart portfolio today.

Embed in website or blog