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Banking and Treasury

  • [Podcast]Amazon’s Bank, Loan Performance, SoFi adds 400, Platformitisation
    [Podcast]Amazon’s Bank, Loan Performance, SoFi adds 400, Platformitisation George Popescu & Ryan Ross Recorded: Jun 22 2017 21 mins
    Why Banks Are Going To Survive
    Amazon Has Secretly Become a Giant Bank
    FinTech company SoFi to add 400 Delaware workers by 2018
    Latest PeerIQ Loan Performance Monitor
    + 2 events
  • RMB Investors Forum: reform and reinvention in China’s capital markets
    RMB Investors Forum: reform and reinvention in China’s capital markets Barnaby Nelson, Regional Head of Securities Services, Greater China and North East Asia, Standard Chartered Bank Recorded: Jun 22 2017 64 mins
    Euromoney moderator
    Andrew Capon, Contributor, Euromoney

    Presented by
    Barnaby Nelson, Regional Head of Securities Services, Greater China and North East Asia, Standard Chartered Bank

    External speaker
    Tae Yoo, Managing Director, Client & Marketing Services, Market Development Division, HKEX

    Agenda:
    * An overview of developments in the Chinese economy and capital markets 
    * The RMB Investors Forum outlined — a unique perspective on international investors’ role in Chinese capital markets
    * Attitudes to investing in China after a challenging year; what the survey shows
    * The evolution of market access models: new channels and uptake
    * The role of HKEX in opening market access and the ‘connect’ model
    * Accessing mainland capital markets —equities, bonds, loans 
    Participation of international investors — current status, future trends 
    * What are the missing pieces —the role of regulation, what reforms are needed?
    * Prospects for China —Moody’s rating downgrade, how big is the debt issue? Economic outlook, stock and bond market opportunities 



    By signing up to this webinar you agree to be contacted (by email) by the hosts Euromoney & Global Capital, as well as the sponsor Standard Chartered.
  • How can banks thrive in the cognitive era?
    How can banks thrive in the cognitive era? Dea Markova, Head of Programmes at Innovate Finance Recorded: Jun 20 2017 56 mins
    To ensure the seamless digital experience clients expect, banks are employing innovative solutions to provide better customer experience and derive more insights from customer data. In parallel, digital transformation creates opportunities for cost reduction, particularly as compliance costs have put pressures on banks’ bottom lines.

    Banks must radically reduce costs in order to invest in the technologies, business and operating models that can unlock the power of their data and create value for all stakeholders.

    Join this webinar hosted by Innovate Finance and IBM to hear from a panel of experts on:

    RegTech and Cognitive Technology: How can Banks adapt quickly & efficiently to changing regulations using cognitive technology that can learn & adapt to facilitate change.

    Open Innovation and FinTech Certification – how can open sandboxes and industry-level assurance drive FinTech adoption


    Chaired By:

    Dea Markova
    Head of Programmes
    Innovate Finance

    Participants:

    Winston Yong
    Chief architect, Industry Platform , IBM

    Grace Brasington
    Vice President , Global Banking and Financial Markets, IBM

    David Hayward
    Development Manager, United Kingdom Accreditation Service (UKAS)

    Nicola Cowburn
    Chief Marketing Officer (CMO) at Qumram and Executive Board Member at the International RegTech Association
  • IR Magazine Webinar - The future of news technology for IROs
    IR Magazine Webinar - The future of news technology for IROs IR Magazine and Bloomberg Recorded: Jun 15 2017 41 mins
    Thursday, June 15, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    With 500 mn tweets being added to the daily flow of news, it can be a challenge to isolate the media content that will impact investors’ views of your company.

    Join our panelists as they discuss innovations being made to isolate the most important content, including:

    • Trends in news automation
    • The latest in news and social media analytics
    • When news and Twitter sentiment turns negative – and won’t go away

    Speakers include:

    • Ellen Braitman, news specialist and former Bloomberg TV anchor, Bloomberg
    • Nate Pollack, investor relations, Symantec
    • James Rubec, product marketing manager, Cision Global Insights / PR Newswire
    • Moderator: Tim Human, editor, IR Magazine

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.
  • Factor Research Quarterly: Forecasts & Market Events
    Factor Research Quarterly: Forecasts & Market Events Matthew Peron, Global Head of Equity, and Michael Hunstad, PhD, Director of Research at Northern Trust Asset Management Recorded: Jun 14 2017 40 mins
    Our most recent insights into equity factors around current market events and trends.Find out how timely market events have been affecting equity valuations and returns from the industry experts.
  • [Podcast] Goldman boosts rates, Orchard’s innovation, Ratesetter’s decision
    [Podcast] Goldman boosts rates, Orchard’s innovation, Ratesetter’s decision George Popescu & Ryan Ross Recorded: Jun 13 2017 17 mins
    George & Ryan talk about news & analysis from Lending Times, including:

    Behind the Scenes at Orchard Platform, a Struggle to Innovate
    Fitch Rates Prosper Marketplace Issuance Trust, Series 2017-1
    RateSetter decides not to lend to George Banco’s customers
    Goldman Sachs boost rates for savers in bid to attract deposits
    FinTech Alternatives to Short-Term Small-Dollar Credit — Helping Low-Income Working Families Escape the High-Cost Lending Trap

    Two events are also discussed:
    Event: Reg A+ Crowdfunding Conference
    Meetup: Risks and emerging solutions for investor confidence in online lending
  • FinTech Opportunities in the UK and the US: The VC Perspective
    FinTech Opportunities in the UK and the US: The VC Perspective Innovate Finance and LendIt Recorded: Jun 7 2017 63 mins
    The UK and the US are two of the world’s leading FinTech markets, however political and economic shifts pose major threats for current and future growth.

    Join Innovate Finance and Lendit on the 7th June to see FinTech from a UK & US Venture Capital perspective.

    Speakers:

    Matt Harris
    Director, Bain Capital Ventures

    Matt Harris is a Managing Director at Bain Capital Ventures and leads the New York City office.  He started his investing career in the private equity group at Bain Capital in 1995, having worked previously at Bain & Company.  In 2000, Matt founded Village Ventures where he focused on early-stage FinTech investments.


    Sheel Mohnot
    Partner, 500 Startups

    Sheel leads fintech investments for 500, which is great because his startup experience includes founding 2 FinTech companies with successful exits. He also runs a podcast called The Pitch (http://thepitch.vc) where founders pitch investors.


    Luis Valdich
    Managing Director, Citi Ventures
    Venture Capital Group

    Luis Valdich joined Citi Ventures in late 2015 as a Managing Director, and leads its New York office and venture capital investing activities in Europe and the US, east of the Rockies. Luis is currently focused in FinTech, eCommerce, and big data/analytics applications relevant to financial services.


    Alston Zecha
    Director, FinTech and Enterprise Software
    Eight roads Ventures

    Alston focuses on FinTech, assessing early-stage investment opportunities for Eight Roads. He also supports the boards and management teams of Eight Roads’ portfolio companies on strategic, financial and operational issues.


    By registering you're agreeing to share your email with Innovate Finance and its partners.
  • Omni-channel consumer experiences, connecting physical and digital channels.
    Omni-channel consumer experiences, connecting physical and digital channels. Alex Borthwick Recorded: Jun 6 2017 22 mins
    Are you able to deliver a consistent messaging approach to your customers across both digital and physical channels?

    NCR CxMarketing software enables banks to seamlessly create, manage, distribute and measure their marketing communication strategy across ATMs, mobiles, web, email, electronic receipts, SMS, digital signage and Kiosks.

    •Are your ATMs part of your digital experience today?
    •Are you looking for an opportunity to target customers of the competition in a relevant way?
    •How important is overall user experience to your customer retention?
    •Are you considering the following issues:
    -Attract customers to adopt further channels
    -Are customer contact details an issue for the bank?
    -Retain customers through personalization and more joined up experiences?

    What if you
    -Were able to market directly to people who aren’t your customers?
    -Had the ability to reuse marketing assets from digital channels at the ATM
    -Could deliver a connected experience across channels
    -Can build your databank of customers and key contact details
    -Had seamless management of leads from one channel to another

    What if you could deliver a more personalized and interactive service that has direct benefit to you and your customer?
  • [Podcast] Interview, LendingClub's 10 Years, Yirendai Results, Risk of Recession
    [Podcast] Interview, LendingClub's 10 Years, Yirendai Results, Risk of Recession George Popescu & Ryan Ross Recorded: Jun 1 2017 25 mins
    Interview with Peter Aquart of American Wealth Builders
    Take-aways from May 25 Webinar
    LendingClub Celebrates Ten Years of Online Lending
    Yirendai Reports First Quarter 2017 Financial Results
    C&I Loans: Are We Headed For a Recession?
  • IR Magazine Webinar - Digital trends that drive investor engagement
    IR Magazine Webinar - Digital trends that drive investor engagement IR Magazine and Q4 Recorded: May 31 2017 58 mins
    Wednesday, May 31, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The changing digital landscape affects how IR professionals communicate and engage with investors because people consume content differently. Your digital channels need constant TLC to keep up with technology changes and investor expectations. Investors want to be able to see your stock charts, financials and story, all at a glance. How can you effectively connect and communicate with investors in a more interactive way?

    In this webinar, the panelists will discuss IR digital trends that drive better engagement with investors:

    • The changing landscape of content consumption: Investor expectations and how people consume content
    • Website trends: Interactive design, financial reporting, video, social, mobile, additional tools and feeds, and so on
    • How to connect with the social investor by incorporating CSR/ESG
    • SEO optimization: Why it matters
    • Website analytics: What they are and how to use them to optimize and improve messaging

    Speakers include:

    • Sonja Galton, web and communications specialist, Agnico Eagle Mines
    • Darrell Heaps, founder and CEO, Q4
    • Moderator: Laurie Havelock, journalist and podcaster, IR Magazine

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.
  • Latest Advances in Process-Automation for Digital Lenders
    Latest Advances in Process-Automation for Digital Lenders Steve Craig, @ Mitek, Jami Schwartz @ Kabbage, Bill Nass @ TCI - George Popescu, Editor in Chief, Lending Times Recorded: May 25 2017 60 mins
    In today’s digital and mobile-first world, being able to seamlessly originate a loan is key for any organization looking to cut costs and increase top line revenue while meeting ever-stricter regulations. Additionally, the shift to digital lending has fraud rates skyrocketing.

    On the panel we will discuss:

    * Value prop of moving to digital channel – how to reduce costs and improve number of completed loans.
    * How do these latest automations fit with the latest financial institution’s compliance needs?
    * The latest advances in process automation for digital lenders.
    · For example, mobile capture for:
    o Data pre-fill
    o Identity verification
    o Submission of trailing documents
    * What is possible today, what is coming soon, and what is unlikely to be possible.

    Presenters:
    Panel of 3 industry experts:
    Steve Craig, Director of Products & Experience - Identity @ Mitek
    Bill Nass, President and co-founder @ TCI Credit
    Jami Schwartz, Head of Content and Marketing Tech @ Kabbage

    Moderator:
    George Popescu, Editor in Chief, Lending Times
  • [Podcast] SoFI’s New Bank and Old President, Household debt highs & Personal Loa
    [Podcast] SoFI’s New Bank and Old President, Household debt highs & Personal Loa George Popescu & Ryan Ross Recorded: May 25 2017 25 mins
    George & Ryan talk about:

    Legislative Update 158 (Experian Email), Rated: AAA
    Sofi plans to apply for a bank charter in the next month - Industrial loan company.
    SoFi President Nino Fanlo to Leave Firm for Biotech Startup
    The Future of Lending is Now with Latest TransUnion Prama Offerings
    American Households Return To Peak Debt, Thanks To Booming Student Loans
    Consumers Place Personal Loans Atop the Credit Mountain
  • [Podcast] Bitcoin’s Wannacry Significance, Auto Loans Decline, Zopa FCA
    [Podcast] Bitcoin’s Wannacry Significance, Auto Loans Decline, Zopa FCA George Popescu & Ryan Ross Recorded: May 16 2017 24 mins
    George & Ryan Talk about:

    Bitcoin & significance of Wannacry ransom
    Auto loan news
    Zopa receives FCA approval
    New York sues OCC
    Sofi Bank Charter
    OnDeck results
    Webinar on 25th
  • Euromoney & Standard Chartered Investing China: CGB futures and the Bond Connect
    Euromoney & Standard Chartered Investing China: CGB futures and the Bond Connect Becky Liu, Head of China Macro Strategy Recorded: May 15 2017 73 mins
    Euromoney & Standard Chartered Webinar Series
    Webinar 1 - Investing China: CGB futures and the Bond Connect

    SPEAKERS
    Euromoney moderator
    - Paolo Danese, editor of GlobalRMB

    Standard Chartered
    - Becky Liu, Head of China Macro Strategy

    External speakers
    - Gaetan Gosset, Director, Head of Product Management, Asia Pacific, Euroclear Bank
    - Julien Martin, Managing Director, Head of Fixed Income and Currency Product Development, HKEX

    Agenda:

    • An overview of foreign access to China markets today

    • Hong Kong Exchange’s newly launched 5Y CGB futures
    -- HK versus mainland CGB futures
    -- Uptake of CGB futures in the first month of trading
    -- Trading strategies and the likely next step

    • Bond connect
    -- What has been announced
    -- A comparison between various access channels: Bond connect, CIBM, RQFII/QFII
    -- The next steps – southbound, cross-border collateralisation, tax treatments

    • Implications of global bond index inclusions
    -- The likely impact of the bond connect launch
    -- The amount of potential passive inflows
    -- Impact on pricing

    • Q&A


    By signing up to this webinar you agree to be contacted (by email) by the hosts Euromoney & Global Capital, as well as the sponsor Standard Chartered.
  • Fraud Detection: What’s Beyond Machine Learning?
    Fraud Detection: What’s Beyond Machine Learning? Kedar Samant, co-founder and CTO of Simility, Swastik Bihani, VP of Product Management, Simility Recorded: May 11 2017 54 mins
    In this session you will learn:

    -Brief discussion on ML and how it helps with fraud detection
    -Limitations of machine learning and unsupervised learning
    -Emerging approaches such as adaptive data ingestion and dynamic data ontology
    -Steps and approaches to build a strategy beyond machine learning
  • Social media in financial services: opportunity or regulatory nightmare?
    Social media in financial services: opportunity or regulatory nightmare? Patrick Barnert, Qumram, Joy Macknight, The Banker, David Bruno, UBS, Courtney McQuade Recorded: May 3 2017 60 mins
    There is no doubt that social media is a valuable engagement platform for any business. So why have financial services firms been so slow to engage with customers via this channel?

    In this webinar we will discuss:
    * What is the truth about social media in financial services: do customers really want it, and if so, what for?

    * How are banks and other financial institutions reacting?

    * Is the use of social media for two-way communication in financial services a reality today?

    * What are the compliance and risk challenges associated with social media usage; how can they be mitigated?

    * Which financial institutions are leading the way?

    * Should banks build their own social platforms to avoid compliance and control issues?
  • [Podcast] Webinar on Process Automation, Psychometrics, and OCC Fintech Charter
    [Podcast] Webinar on Process Automation, Psychometrics, and OCC Fintech Charter George Popescu & Ryan Ross Recorded: May 1 2017 34 mins
    George & Ryan talk about:

    Webinar on May 25th
    Psychometric credit scoring for the developing world.
    Portrait of a marketplace lending investor
    Credit trends seen through delinquency rates
    The OCC Fintech Charter
    And details on the 2017 Bond-market Rally.
  • US IPOs:  Market and Legal Developments
    US IPOs: Market and Legal Developments Anna Pinedo, James Tanenbaum; Morrison & Foerster and Kent Nelson, Raymond James Recorded: Apr 26 2017 92 mins
    After the 2016 decline in the number of US initial public offerings (IPOs), commentators questioned whether the trend toward companies deferring listings and remaining private longer would be a new norm.

    Already this year’s IPO market appears to be rebounding. During the session, the presenters will discuss:

    • Whether cross-over (or late stage) private rounds still remain an important milestone on the road to the IPO;
    • US IPO activity (sectors, VC- and PE-backed companies, foreign private issuer activity, syndicate structures);
    • Disclosure and governance trends among IPO issuers;
    • Dual track processes and the legal and business considerations;
    • Multiple share classes; and
    • Other developments.
  • Orange starts bank, Wealthfront starts lending, Direct mail, Talking to investor
    Orange starts bank, Wealthfront starts lending, Direct mail, Talking to investor George Popescu & Ryan Ross Recorded: Apr 24 2017 35 mins
    George & Ryan talk about articles including:

    Transparency remains a sticking point for online lenders.
    A Comparison of Funding & Liquidity Sources.
    Wealthfront to lend money.
    Getting the Most From Investor Calls.
    The Future of Financing and Vehicle Purchases.
    Why the Buzz Around Fintech Does Not Stop.
    Common Direct Mail Marketing Mistakes.
  • Jim McDonald: Time to Globalize
    Jim McDonald: Time to Globalize Jim McDonald - Chief Investment Strategist Recorded: Apr 17 2017 4 mins
    As our outlook for growth outside the U.S. continues to improve, the world is looking more attractive. Jim McDonald explains in this week's MarketScape.
  • [Podcast] Fico’s & Digital Banking’s future, Pricing psychology, Events & Quora
    [Podcast] Fico’s & Digital Banking’s future, Pricing psychology, Events & Quora George Popescu & Ryan Ross Recorded: Apr 17 2017 30 mins
    Ryan & George talk about;
    New:
    FICO
    Lending robot
    Future of digital banking?
    2017 wave of lending fintech

    Events:
    New York on April 17New Panel Speaker: Jeff Zinn
    LendIt China: LTIMES17LDF



    Quora questions:
    Should I invest $50,000 in LendingClub, rather than let it sit in a bank account at 0.90% interest?
    How does a bank or lending company decide what is your interest rate?
  • Embracing the future - ISO20022 and Web services
    Embracing the future - ISO20022 and Web services Andy Brown Recorded: Apr 11 2017 35 mins
    ISO20022 is designed to be a single, common ‘language’ for global financial institutions – but will the reality live up to the promise?

    Hear from Andy Brown, Marketing Director for Payments at NCR, in a webinar focusing on ISO20022 and its use in the payments processing world. You will learn about the development of ISO20020 message standards, the variations that exist covering card transaction and how this could replace the ubiquitous ISO8583 standard as well as other regional standards as well as what role ISO20022 will have for faster payments schemes. Plus there will be advice about coping with the inevitable period where multiple standards co-exist.

    Mark your calendar now and join us for this informative and interactive webinar on Tuesday 11th April
  • [Podcast] Laplanche's Upgrade, Elevate IPO, Colorado sues, Securitization tracke
    [Podcast] Laplanche's Upgrade, Elevate IPO, Colorado sues, Securitization tracke George Popescu & Ryan Ross Recorded: Apr 9 2017 23 mins
    In this episode, we talk about Renaud Laplanche's new company Upstart, Elevate's IPO, who and why Colorado sued, a Securitization Tracker & big data for the lending industry

    2 Events happening:

    1) Lend it China - Shanghai
    - July 15,16. 15% off. Earlybird ticket. Code: LTIMES17LDF
  • Create more engaging financial wellness solutions
    Create more engaging financial wellness solutions Katy Gibson, VP Product Management, Envestnet | Yodlee Recorded: Apr 6 2017 61 mins
    For years, delivering a powerful personal financial management solution (PFM) consisted of providing consumers with basic budgeting, spending and tracking tools. And, while many PFM users found these tools useful, many more are still left searching for more personalized and predictive solutions to help them better understand and manage their financial wellness. Today, if your PFM solution doesn't offer the personalized services and support your customers want, with the features they need, you've already lost them.

    Successful providers of financial wellness solutions understand that their biggest competitive advantage — and the key to retaining their customers — is having an intimate understanding of their clients' financial wellness. With improved data aggregation, AI models, and predictive and prescriptive analytics, your company can provide smarter, more personalized financial wellness solutions that deliver the actionable suggestions and guidance that build long-term trust and loyalty.

    To find out how you can deliver more meaningful and productive financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event!


    In this webinar, the panelists will discuss:
    * Pivoting the drivers of change and the evolution of PFM in banking
    * How to improve customer interaction with financial wellness solutions
    * Using predictive analytics and AI to deliver more personalized and engaging financial wellness applications
    * Driving customer loyalty and engagement with the next wave of financial wellness solutions

    Panelists:
    * Katy Gibson, VP Product Management, Envestnet | Yodlee
    * Keith Armstrong, Co-founder and Chief Operating Officer, Abe.ai
    * Colin Walsh, CEO and Co-founder, Varo Money
    * Evan Schuman, Moderator, VentureBeat


    Register today!
  • Mastering Operational Risk. Theory and Practice in a single package.
    Mastering Operational Risk. Theory and Practice in a single package. Boris Agranovich, Calvin Lee Jun 27 2017 2:00 pm UTC 90 mins
    Join me and our guest, Calvin Lee, Operations Director at RISKID, for a lively discussion as we aim to dispel confusion surrounding many of the elements of the Operational Risk framework.


    Operational risk is perhaps the most significant risk organizations face. Virtually every major loss that has taken place during the past 30 years, from Enron, Worldcom and Baring's Bank to the unauthorized trading incident at Société Générale and the subprime credit crisis, has been driven by operational failures.

    Many financial institutions have spent millions of dollars trying to develop a robust framework for measuring and managing operational risk. Yet, in spite of this huge investment, for many firms developing a viable operational risk management (ORM) program remains an elusive goal.

    This webinar is designed for both current students of the “Mastering Operational Risk” - http://www.globalriskacademy.com/p/orm online course and for other busy risk professionals who are interested in studying both theoretical and practical application of ORM but don’t have time to attend in-person classes.

    The goal is three-fold:

    1. Existing students will be able to understand more on how to work with the RISKID tool and get an opportunity to ask questions about the subject matter.
    2. People who are planning to join the course will get some explanation in what is the course about, how the e-learning system works.
    3. People who are just interested to know more about ORM

    During the webinar we will cover:

    1. 3 things most organizations are focusing on right now.
    2. What are the major steps to take control of operational risks.
    3. How to use Collaborative Risk Management tools to conduct your ORM operations and why traditional risk management practices involving risk registers and Excel are not effective anymore.
  • The API Economy in Banking what is the impact of the Regulatory Environment
    The API Economy in Banking what is the impact of the Regulatory Environment David Harvey, Senior Principal Banking Practice, NTT DATA Services, Richard Price Sales Director, FSI UK & Ireland, TIBCO Jul 12 2017 1:00 pm UTC 210 mins
    Regulatory conditions are preventing many banks from consolidating in the market, and there is evidence to support those financial institutions will need to re-engineer their own businesses, and customer propositions, and transform current models to remain relevant, nurture and grow their customer bases.

    As part of this process, developing differentiating capabilities will be key in highly competitive markets and innovation through the adoption of the new ‘Fintech ecosystem’ or “fintegration” (i.e. the marrying up of banks and Fintechs) will be pivotal in the banking industry’s fight to maintain their current business and grow. Join David Harvey, Senior Principal Banking Practice, NTT Data Services, and guest speaker Richard Price Sales Director – FSI UK & Ireland, TIBCO
    Banking Sector to be announced to learn about:
    Trends, Implications, Challenges and Proposed Solutions

    - The drive to open up APIs in the new Digital banking Economy
    - Approaches on how to better leverage new technologies through Open APIs
    - Best Practice in how to go about partnering
    - How to achieve Data Governance and Security whilst opening up
    APIs to third parties
    - What technologies can we leveraged (Robotics, Machine Based learning, Big Data Analytics and the Digital sixth sense)
  • Do you know what your Cash Processing data is trying to tell you ?
    Do you know what your Cash Processing data is trying to tell you ? Oscar Pinto, and Cleo Mavredis NCR Global Cash Management Specialists Jul 13 2017 12:00 pm UTC 60 mins
    Struggling with the cost of managing cash in your branch, vaults and self-service network? See how through a thorough evaluation of your existing cash replenishment data can pinpoint potential cost savings. NCR’s Marketing and Pre-Sales Global Managers, Cleo Mavredis and Oscar Pinto, will unveil NCR’s secret weapon for Cash Management success - The Data Trial.

    This session will cover :
    •What is a data trial
    •How can I drive out cash costs
    •What resources / data may be needed
    •What can I expect to get out of a data trial
    •What other customers have done one
    •How much do I need to invest

    The session will be recorded for those unable to attend.
  • Open Banking – what does it mean for banks & fintech’s?
    Open Banking – what does it mean for banks & fintech’s? TBC Jul 18 2017 12:45 pm UTC 90 mins
    Open Banking is coming in January 2018, but what does this mean and does it change anything?
    ENVESTNET YODLEE has lead the way for 18 years, helping users access their data via services provided by both banks and fintech providers. This Webinar will provide a perspective from a bank, fintech and platform provider on the changes coming next year.