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Banking and Treasury

  • Customer Due Diligence after the Money Laundering Regulations 2017
    Customer Due Diligence after the Money Laundering Regulations 2017 Jane Jee, CEO, Kompli-Global Recorded: Oct 19 2017 41 mins
    Do you really know your customer? Customer Due Diligence after the Money Laundering Regulations 2017 and the Criminal Finances Act 2017

    * How do you ensure you conduct a thorough search for, and provide ongoing monitoring of, adverse information on existing and potential clients?
    * How do you prove you are conducting compliant CDD?
  • Cultivating Your Strategic and Creative Thinking
    Cultivating Your Strategic and Creative Thinking Dr. Ted Marra Recorded: Oct 18 2017 72 mins
    Join our guest, Dr. Ted Marra as he introduces his new strategic leadership course in Global Risk Academy.

    During the webinar we will cover:

    How does a truly strategic organization think? What is strategic thinking versus strategic planning? What are the vital few factors that will determine your organisation’s long-term success or failure and are they on your radar screen?

    Who should attend.

    People with 10 years management experience minimum up to and including C-Level in all disciplines responsible for strategic decisions or large scale operational issues - so they have large budget and many people reporting to them.

    Managers and senior management from all areas of the organisation having responsibility for planning and achievement of key business objectives.

    Why you should attend.


    - Reflect on how you got where you are as an organisation;

    - What factors were critical to your success? What factors were the basis for your success?

    - What held you back – prevented you from being even more successful?
    - What could you have done differently


    Understand what are the most critical factors that will better ensure your organisation is a “winner” in the future (e.g., next 3-5 years).

    Find out which ones you may be missing and what to do about it before it’s too late and you become just an “average or good” organisation when, with a little effort and the right strategic thinking and creativity, you could take the organisation to the next level of performance and move toward “greatness”.

    How to build exceptional stakeholder relationships and why doing this is critical in especially in turbulent times.
  • Jim McDonald: Earnings Make the Market Rally Credible
    Jim McDonald: Earnings Make the Market Rally Credible Jim McDonald - Chief Investment Strategist Recorded: Oct 16 2017 3 mins
    While investor sentiment has been improving, there is still skepticism about the current market rally and the resulting outlook. Jim McDonald gives our take.
  • ISM - We have changed
    ISM - We have changed ISM Recorded: Oct 11 2017 1 min
    A video representing the brand change at the ISM.
  • Retail Survival in the Age of Digital Disruption
    Retail Survival in the Age of Digital Disruption Sheryl Kingstone 451 Research, Sudesh Girdhari CenturyLink Recorded: Oct 10 2017 57 mins
    Digital transformation is real, and it’s happening – our data in the retail industry lends more insight to the state of the transition. It is an inescapable truth that every business is becoming a digital business empowered by new software initiatives such as AI, Robotics and IoT. The adoption of these disruptive trends will force a divide between business leaders and laggards. With the upcoming Black Friday and Cyber Monday, how prepared are you to meet rising customer expectations. As the pace of innovation accelerates, retailers need to act now. Our Global retail research illustrates a significant gap between digital leaders and laggards and even a modest investment can improve operational efficiencies and agility.

    The retail industry is bursting with digital innovation driving change. This session will review:
    •How differentiation demands digital maturity
    •Transformational technologies essential to create immersive, connected retail experiences across digital and physical worlds
    •The role of cloud services and its impact on customer experience, agility, efficiency and risk
  • Maybe Unicorns Aren’t So Special: Regulatory Terrain Common to Public Companies
    Maybe Unicorns Aren’t So Special: Regulatory Terrain Common to Public Companies Lori Echavarria, Michael Mugmon, and Ed Westerman Recorded: Oct 4 2017 60 mins
    The rapid growth of so-called “unicorn” companies – privately held start-ups with valuations of more than $1 billion – presents a number of significant regulatory challenges and risks. Although many people believe that special rules and exemptions apply to unicorns, in fact, unicorns may not be so unique in the eyes of regulators. Much like public companies, it is more important than ever that they focus on developing appropriate legal and compliance procedures surrounding capital raising, public disclosures, options compensation, and related issues to avoid, or best respond to, scrutiny by regulators, including the U.S. Securities and Exchange Commission (SEC).

    Join a distinguished panel of industry professionals including WilmerHale partners Lori Echavarria (former SEC Associate Regional Director and head of Enforcement for the Los Angeles Regional Office) and Michael Mugmon, and Ed Westerman, Senior Managing Director and Co-Leader of Forensic Accounting & Advisory Services at FTI Consulting, to discuss important SEC trends and initiatives impacting unicorn companies. Topics to be covered include:

    · The Unicorn Landscape
    · Jurisdictional “Hooks”
    · The Vulnerability of Unicorn Companies
    · Transitioning from Private to Public: What Happens Next?
    · The Trump Administration and the Current SEC Environment
  • [Podcast] Goldman will lend, Sofi will endure, & Private Credit
    [Podcast] Goldman will lend, Sofi will endure, & Private Credit George Popescu & Ryan Ross Recorded: Oct 2 2017 20 mins
    After a few weeks of vacation, We discussed 6 articles this week:

    Goldman Banks on Lending to Grow
    OneMain Deal Analysis
    Institutional Buyers and Loan Originators with New Opportunities in Private Credit
    Today In Data: SoFi’s Woes
    SoFi Condoned ‘Rampant Sexual Activity,’ Lawsuit Allege
  • AI: The key to creating a next-gen banking experience
    AI: The key to creating a next-gen banking experience Katy Gibson Vice President of Application Products Envestnet | Yodlee Recorded: Sep 28 2017 61 mins
    AI apps are shaping up to be an essential part of financial institution and fintech offerings. Yet these innovative solutions are only as useful as the data they can access. In our webinar, we’ll show you how to apply predictive analytics and AI to a massive scale of data to derive valuable insights and power more personalized user experiences.

    From financial wellness apps that help your customers save money, to chatbots that assist users with making payments, the better you understand your users, the more relevant your solutions will be. Learn how AI technology and tools can help detect patterns in financial and transactional data, predict future events and even enable you to suggest a course of action for your users, resulting in a deeper and more meaningful connection.

    In this VB Live webinar, you’ll find out how to:

    • Drive customer engagement and loyalty with the next wave of financial wellness solutions
    • Use predictive analytics and AI to deliver more personalized and engaging apps and chatbots
    • Provide users with intelligent financial guidance based on past behavior
    • Extract valuable insight from a wealth of data to measure users’ financial health
    • Partner with vendors to develop the machine-learning based systems that constantly analyze data and derive insights to drive more meaningful conversations with your end users

    SPEAKERS:
    * Katy Gibson, VP of Application Products, Envestnet | Yodlee
    * Dion F. Lisle, VP Head of FinTech, Capgemini America Inc.
    * John Vars, Chief Product Officer, Varo Money
    * Keith Armstrong, Co-founder and Chief Operating Officer, Abe.ai
    * Evan Schuman, Moderator, VentureBeat

    Sponsored by Yodlee
  • PSD2 Will Strong Customer Authentication End the Fraud Problem?
    PSD2 Will Strong Customer Authentication End the Fraud Problem? Matt Cox, Senior Director Fraud, Compliance and Cyber Crime at FICO Recorded: Sep 28 2017 1 min
    One minute of PSD2 wisdom from Matt Cox, who takes a look at what might happen with fraud once Strong Customer Authentication is securing payments under PSD2
  • How Governments Can Adapt - Making Digital Transformation a Reality
    How Governments Can Adapt - Making Digital Transformation a Reality Keith Dawson - Principal Analyst, 451 Research, Michael Mueller- Director - Solutions Management, CenturyLink Recorded: Sep 27 2017 53 mins
    Can government institutions use modern tools and technologies to become more flexible and responsive to their constituents? What should they be looking at, and how should they adapt to the challenges of data security, privacy, and reliance on legacy systems? Digital transformation is an ambitious project for any organization; government decision-makers are hoping it will provide a path to broader citizen engagement, empowered employees, and new digital infrastructures that will provide better access to data and services.

    In this webinar we will discuss the results of a survey on the challenges and imperatives of digital transformation, including the perspectives of government managers on their technology and operational challenges and expectations.
  • IR Magazine Webinar - From revenue to reputation
    IR Magazine Webinar - From revenue to reputation IR Magazine and Intelligize Recorded: Sep 27 2017 48 mins
    Wednesday, September 27, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The IR professional’s role has evolved into a significant function at large companies – especially those with an international shareholder base. From corporate sustainability and SEC disclosure effectiveness to revenue recognition and reputation management, today’s IR professionals are instrumental in value creation and are more vital to public companies than ever. With the end of each fiscal quarter comes preparation for the ubiquitous earnings announcement, where IROs must be fully versed on the issues of the day and how they impact shareholder value.

    Given the vast spectrum of information they manage and the litany of regulatory and compliance standards they must consider on a day-to-day basis, IR professionals are fast-becoming a critical component of corporate management.

    Join this webinar to discuss important issues including:
    • Preparing for the call – what steps to take in advance of an earnings call to ensure your management team is adequately prepared and to work out how far in advance you should start preparing
    • Navigating technology on the call – what are the new technologies that can be used to make earnings calls more efficient and open? How you should handle tech issues during live earnings calls
    • Measuring the effectiveness of an earnings call – how to demonstrate ROI for your input on the earnings call

    Speakers:
    • Moderator: Ben Ashwell, digital editor, IR Magazine
    • Janet Craig, senior investor relations professional
    • Jean Lépine, senior vice president of communications and public affairs, DHX Media
    • Dennis Walsh, director of investor relations, Zillow Group

    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.
  • What Every C-Suite Executive Needs to Know Now About the Equifax Data Breach
    What Every C-Suite Executive Needs to Know Now About the Equifax Data Breach Presenter: John Reed Stark Recorded: Sep 26 2017 64 mins
    The recent Equifax data breach is perhaps the largest in history and has barraged the company and its senior executives with a complex and challenging range of legal, financial and technological issues -- issues that every corporation and its outside counsel will inevitably (and unfortunately) encounter.

    In this timely webcast, John Reed Stark, seasoned data response professional and former Chief of the SEC's Office of Internet Enforcement, drills down to explain it all.

    Don't miss this early opportunity for a detailed analysis, presented in plain English, of the many critical caveats, reminders and takeaways from this evolving and ironic cybersecurity incident.
  • Why sales people fail...and what you can do about it
    Why sales people fail...and what you can do about it Nigel Dunand Recorded: Sep 26 2017 42 mins
    •Sales cycles dragging on?
    •Not getting in front of enough on-profile prospects?
    •Frustrated by prospects haggling on price?
    •Tired of hearing the same old excuses from your sales team?

    If you manage sales people, and any of these types of challenges resonate with you, then sign up for this webinar.

    •Learn the importance of having a system for selling, and coaching your people to stick to it.
    •Find out why selling features, advantages, and benefits wastes everyone's time.
    •Discover how closing for a decision, YES or NO, can improve your sales teams effectiveness and efficiency.
  • How Is PSD2 Looking To Tackle Fraud? In Just 90 Seconds
    How Is PSD2 Looking To Tackle Fraud? In Just 90 Seconds Matt Cox - Senior Director Fraud, Compliance and Cyber Crime at FICO Recorded: Sep 26 2017 2 mins
    Matt Cox discusses what PSD2 means for fraud - in this short clip Matt talks about what makes up Strong Customer Authentication including inherence, possession and knowledge and introduces the concept of Transaction Risk Analysis
  • The fight against cyber crime in financial services: how prepared are you?
    The fight against cyber crime in financial services: how prepared are you? Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor Recorded: Sep 26 2017 61 mins
    Euromoney Moderator:
    Matthew Thomas, Asia Bureau Chief, Euromoney Institutional Investor

    Speakers:
    - Margaret Harwood-Jones, Global Head of Securities Services, Standard Chartered
    - Cheri F. McGuire, Group Chief Information Security Officer, Standard Chartered
    - Patrick Wheeler, Director, Cyberwayfinder
    - Paul Jackson, Head of Asia-Pacific Cyber Security & Investigations Practice, Kroll (Contact: Paul.jackson@kroll.com)

    Agenda:
    Know your (cyber) enemy
    Technology advancements have changed the way financial services operate, but they have also ushered in new challenges and threats.
    What are the risks, how big are they and what is the impact? Eg. Data theft versus system shut downs – which has a greater economic threat?

    When financial services are attacked…
    Cyber criminals have exposed vulnerabilities of financial institutions to disturbing effect. Is it more effective for banks to counter cyber risks on their own, or collectively as an industry? Would it help to have a central regulator for bank cyber security? When assessing counterparty risks, how much weightage is placed on their cyber security controls?

    Responding to the cyber challenge – how financial services can best prepare
    The establishment of regulatory controls and standards can only go so far, and the industry itself need to do much more to improve the situation – getting the basics right in a legacy environment, sharing best practices, building a security-based culture etc…

    Looking ahead: Anticipating paradigm shifts
    How much closer are we to creating ‘unhackable’ systems? Can quantum computing or other technologies present a cost-efficient solution?


    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.
  • Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance
    Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax Recorded: Sep 21 2017 59 mins
    Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.

    Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.

    Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?

    Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:

    • Easy—Enable instant image and data capture via web and mobile technology
    • Accurate—Extract data from pictures of physical documents without error-prone manual entry
    • Automated—Invest in workflow tools to automate and track completion of process steps
    • Visible—Empower staff and customers with process transparency and timely communication
    • Consistent—Ensure data is complete and integrated across internal systems
    • Efficient—Meet expectations for speed, while effectively managing regulatory risks

    Speakers will include:
    •Sheryl Kingstone, Director, 451 Research
    •Sarah Johnson, Industry Solutions Architect, Kofax
    •Jim Marous, Owner and Publisher, Digital Banking Report

    Don’t miss out! Register now >>
  • PSD2 Managing Fraud Intelligently – What PSD2 Means For Fraud
    PSD2 Managing Fraud Intelligently – What PSD2 Means For Fraud Matt Cox - Senior Director Fraud, Compliance and Cyber Crme at FICO Recorded: Sep 21 2017 6 mins
    What does PSD2 mean for the fraud operations of payment service providers? Here Matt Cox talks about why fraud is such a big part of PSD2 and how payment service providers can tackle the fraud requirements. Matt explains the benefits and difficulties introduced by Strong Customer Authentication and the role Transaction Risk Analysis can play in securing payments under PSD2.
  • IR Magazine Webinar - Leverage AI technology to perform competitive analysis
    IR Magazine Webinar - Leverage AI technology to perform competitive analysis IR Magazine and Alphasense Recorded: Sep 20 2017 38 mins
    Wednesday, September 20, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    As an IR professional, you spend your day preparing for investor calls, monitoring company mentions and responding to questions. If you’re not yet running competitive intelligence as part of your IR practice, you are likely missing valuable information on your industry that can greatly affect your company’s success.

    In order to effectively manage these responsibilities and provide necessary information to the C-suite, IROs need to be the equivalent of a superhero.

    Join us for a webinar to get key tips on how to easily stay on top of your competitive landscape and leverage innovative search technology to:

    • Prepare for conference call questions
    • Know what your peers are saying about you
    • Conduct peer and industry analysis
    • Research markets, products and competition

    • Moderator: Laurie Havelock, editor-at-large, IR Magazine
    • Zach Rohtberg, VP of investor relations services, AlphaSense
    • Kate Walsh, VP investor relations and tax, Enlink Midstream

    In just 30 minutes, you’ll learn how to use technology to instantly find valuable insights and reduce your research and preparation time by hours – even days – so you can focus on showcasing the value your IR program adds to your organization.

    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.
  • Navigating Concurrent Matters in Multiple Jurisdictions
    Navigating Concurrent Matters in Multiple Jurisdictions Michele E. Rose, Robert P. Howard, Jr., Jim Barratt, Amy Gonce Recorded: Sep 19 2017 60 mins
    After a significant corporate crisis event, issuers are often forced to navigate concurrent matters in multiple jurisdictions. The matters at issue may involve internal investigations, SEC and DOJ investigations, exchange listing inquiries, private class actions and derivative actions. There are multiple constituents in each of these forums -- many of which have competing interests and agendas.

    Decisions made in one forum can, and often do, have significant impact on the other. Having a thorough understanding of these competing interests and procedures is imperative in successfully coordinating navigating this complicated playing field.

    Join an experienced panel of securities lawyers and forensic accountants who conduct investigations, interact with government regulatory entities, audit committees and independent auditors, and represent issuers in multiple jurisdictions, as they discuss the often overlooked implications of dealing with multiple investigations and actions.

    Panel: Michele E. Rose and Robert P. Howard, Jr., of Murphy & McGonigle PC; and Jim Barratt and Amy Gonce of Ankura Consulting, LLC
  • 5-Year Market Outlook: Can Slow & Steady Win the Race?
    5-Year Market Outlook: Can Slow & Steady Win the Race? Jim McDonald, Matt Peron, and Colin Robertson Recorded: Sep 19 2017 45 mins
    Northern Trust’s investment experts analyze the forces shaping the investment landscape for the coming years.
  • Fishing the Data Lake? Cast a Smarter Net to Catch Fraud
    Fishing the Data Lake? Cast a Smarter Net to Catch Fraud Swastik Bihani, Simility, & Julie Conroy, Aite Group Recorded: Sep 14 2017 59 mins
    There’s a new frontier in fraud detection. Join Julie Conroy, Aite Group, and Swastik Bihani, Simility, to learn how companies are using machine-learning models and behavioral analytics across a wide variety of structured and unstructured data to accurately detect fraud and suspicious activity.

    You’ll see how you can easily clean, transform, enrich, and deep dive into all the related suspicious activity that makes a potential transaction suspect.

    We’ll cover how these techniques yield insights from professionals in threat detection, fraud, security, and compliance use cases. Whether in a private cloud or on premise, you’ll see how your analytics stack can become clean, flexible, and accessible through an easy-to-use UI—no coding required.
  • PSD2 - What Role Will Artificial Intelligence And Machine Learning Play?
    PSD2 - What Role Will Artificial Intelligence And Machine Learning Play? Gabriel Hopkins - Vice President, Fraud Product Management Recorded: Sep 11 2017 3 mins
    AI and Machine Learning are popular topics but what role can they play in fighting fraud? With PSD2 on the Horizon Gabriel Hopkins takes a look at the different techniques that can be deployed in the fight against fraud.
  • PSD2 significa a gestão de Fraude
    PSD2 significa a gestão de Fraude Daniel Melo - Senior Director Business Development EMEA at FICO Recorded: Sep 11 2017 9 mins
    Daniel discute o que significa a gestão de Fraude debaixo das regras PSD2, em especial a razão de que a gestão de fraude é uma parte tão importante da nova regulamentação e como prestadores de serviços de pagamento podem enfrentar os requisitos de fraude. Daniel explica os benefícios e as dificuldades introduzidas pela forte autenticação de cliente e que função a análise de risco da transação pode desempenhar na gestão de pagamentos sob PSD2
  • PSD2 y los riesgos de fraude
    PSD2 y los riesgos de fraude Daniel Melo - Senior Director, Business Development EMEA Recorded: Sep 11 2017 10 mins
    Daniel habla de lo que significa PSD2 y los riesgos de fraude: por qué el fraude es una parte tan importante de PSD2 y cómo los proveedores de servicios de pago pueden abordar los requisitos de gestión de fraude. Daniel también explica los beneficios y las dificultades introducidas por autenticación fuerte de cliente y qué papel el análisis de riesgo de la transacción puede tener en la seguridad de pagos bajo PSD2.
  • What First Steps Should PSPS Take To Ready Fraud Operations For PSD2
    What First Steps Should PSPS Take To Ready Fraud Operations For PSD2 Brian Kinch - Senior Partner, Fraud at FICO Recorded: Sep 11 2017 1 min
    PSD2 is coming and it will impact how Payment Service Providers manage fraud. Brian Kinch takes a look at the first steps they can take to prepare fraud operations for PSD2
  • The 3 Pillars of Social Selling. Part 1: Becoming The Brand & Selling You
    The 3 Pillars of Social Selling. Part 1: Becoming The Brand & Selling You Daniel Disney Oct 24 2017 10:00 am UTC 60 mins
    This 3 part webinar series will give show you the 3 key pillars to achieving social success in sales. Learn how to create the ultimate profile, build a winning personal brand, create great and consistent content and build a winning strategy. The final session will be packed with the best industry tips and tricks to make social work for you.

    Part 1 - Becoming The Brand & Selling YOU

    You're not just selling your product anymore, you're selling YOU. More and more of your prospects are looking at your social media profiles and this will influence buying decisions. Find out the best personal branding tips and how to build a profile that will generate opportunities, not scare them away.
  • Reduce Friction and Cut Compliance Costs with Digital ID Verification
    Reduce Friction and Cut Compliance Costs with Digital ID Verification Joe Bloemendaal, Vice President, Sales EU, Mitek Systems; Chris Phillips, Compliance Department, Gain Capital Oct 25 2017 2:00 pm UTC 45 mins
    The latest EU Anti-Money Laundering directive will significantly increase the frequency with which financial service providers need to conduct ‘Know Your Customer’ (KYC) checks. To maximise the effectiveness of digital transformation initiatives, financial services and other regulated industries must find effective digital identity verification solutions.

    Current methods for identity verification checks place an enormous cost burden on banks, payments processors, and lenders, as most methods rely heavily on manual processes. Furthermore, these processes are cumbersome for users, driving away potential customers.

    Figuring out how to balance the competing needs of compliance and costs against the expectations of today’s digital native users is key to any financial service provider looking to win and retain new customers.
  • Are Your Fraud Operations Ready for PSD2?
    Are Your Fraud Operations Ready for PSD2? Gabriel Hopkins, Matthew Cox, Russell Robinson Nov 2 2017 12:00 pm UTC 60 mins
    How will you balance Strong Customer Authentication with customer service? Can you implement PSD2 without causing friction in the customer journey?

    Not a member of BrightTalk? - Register your place by entering your email address on the right hand side - enter your details and BrightTalk will send you joining information and reminders.


    In a few months time, PSD2 becomes law across the European Economic Area. the regulated use of Strong Customer Authentication changes how payment service providers interact with their customers. Managed badly, disruptions to the payment process will see customers take their business elsewhere, but those PSPs who manage it well, will have a competitive advantage.

    Join our PSD2 webinar to explore the likely impact of PSD2 on customer relationships and learn what you need to do to prepare.

    * Strong Customer Authentication vs Transaction Risk Analysis - Learn how Transaction Risk Analysis helps customer relationships, when you may use is and what you need to do NOW to prepare your fraud operations for PSD2.

    *Putting Customer Communications at the Heart of Your PSD2 Strategy - When additional authentication requirements stop your customers from managing their accounts or making payments, how can you communicate with them to get things back on track fast?

    *Hype or Reality? PSD2 and Machine Learning - Will PSD2 be the catalyst for you to add machine learning capabilities to fraud management? How will it help and what is it about PSD2 that builds the case for artificial intelligence and machine learning?
  • The 3 Pillars of Social Selling. Part 2: Creating Super Social Content For Sales
    The 3 Pillars of Social Selling. Part 2: Creating Super Social Content For Sales Daniel Disney Nov 7 2017 11:00 am UTC 60 mins
    This 3 part webinar series will give show you the 3 key pillars to achieving social success in sales. Learn how to create the ultimate profile, build a winning personal brand, create great and consistent content and build a winning strategy. The final session will be packed with the best industry tips and tricks to make social work for you.

    Part 2 - Creating Super Social Content For Sales Professionals

    Content creation isn't for everyone and this webinar will help anyone create and curate great content to help attract and build relationships with your prospects and customers. From writing blogs to finding content to share, this will help even those who aren't natural writers utilise content to create sales opportunities.
  • Asia Leverage – which way is it headed?
    Asia Leverage – which way is it headed? Moderator; Rashmi Kumar, editor, GlobalCapital Asia Nov 8 2017 8:30 am UTC 75 mins
    Overview:
    -The rise of leverage in Asian economies and its impact
    -How stressed is the corporate sector?
    -Potential red flags and positive spots
    -The boom and pressure sectors in the Asia dollar bond space
    -How credit spreads are disengaged with the environment
    -Leverage vs credit metrics


    Euromoney moderator:
    Rashmi Kumar, editor, GlobalCapital Asia

    Standard Chartered Bank speakers:
    -David Mann, chief economist, Asia
    -Chidu Narayanan, economist, Asia
    -Shankar Narayanaswamy, head, credit strategy and financials


    By signing up to this webinar you agree to be updated by Euromoney, GlobalCapital & Standard Chartered.
  • The Growing Impact of Corporate Investigations:Trends in SEC and DOJ Enforcement
    The Growing Impact of Corporate Investigations:Trends in SEC and DOJ Enforcement Rex Homme, Catherine Moreno Nov 9 2017 6:00 pm UTC 75 mins
    Internal investigations have become a much higher-stakes issue for companies of all sizes. The SEC filed a record high number of enforcement actions in 2016. In recent years, the U.S. Department of Justice has expanded its interest in internal investigations from the “what” and “why” to also include an emphasis on “how” companies conduct them. Now, the two agencies are more actively coordinating on investigations involving accounting fraud and FCPA issues.

    In a panel discussion, Rex Homme of StoneTurn and Catherine Moreno of Wilson Sonsini will focus on the impact of heightened scrutiny on corporate compliance programs, best practices for responding to government inquiries and how to avoid enforcement actions.

    Topics to be covered include:

    -- Data Analytics and Fraud Detection
    -- Recognizing “New” Types of Fraud
    * Vendor, supplier and procurement fraud
    * CEO fraud and other cyber scams
    -- Developing a Response Plan
  • Emotional Intelligence in Sales
    Emotional Intelligence in Sales Jim Rees Nov 14 2017 11:00 am UTC 60 mins
    We are used to regard intelligence in terms of rational and logical thinking, the ability to reason and analyse based on pattern recognition, facts and data. However, there are also other kinds of intelligence.
    One type of intelligence is so-called emotional intelligence which in many ways is related to what we typically know as empathy.
    Emotional intelligence is the ability to interpret other people’s feelings and emotions based on what they say and do but also based on body language, habits, etc.
  • Digitized identity verification - the future of ID & KYC
    Digitized identity verification - the future of ID & KYC Sarah Clark,Mitek Systems, Mike Montemarano, JP Morgan, Supriyo Guha, GENPACT Nov 14 2017 4:00 pm UTC 45 mins
    Financial institutions from all over the world are facing increasingly strict regulations regarding the verification and authentication of their customers’ identity. Furthermore, with the increasing amount of data breaches, status-quo identity verification processes have not only been compromised but have also made complying with current regulations harder. This ever-changing environment has forced a tipping point for organizations to regard the adoption of new technologies for identity verification as a must-have rather than a nice-to-have.

    In the end, financial institutions must satisfy consumers’ demands for speed and ease of use to prevent them from going to the competition. To gain a competitive edge, remain compliant, and offer a frictionless and user experience, it is imperative for FIs to invest in technologies that bridge the compliance-convenience gap.
  • The 3 Pillars of Social Selling. Part 3:Social Selling Top Tips & Tricks
    The 3 Pillars of Social Selling. Part 3:Social Selling Top Tips & Tricks Daniel Disney Nov 21 2017 11:00 am UTC 60 mins
    This 3 part webinar series will give show you the 3 key pillars to achieving social success in sales. Learn how to create the ultimate profile, build a winning personal brand, create great and consistent content and build a winning strategy. The final session will be packed with the best industry tips and tricks to make social work for you.

    Part 3 - Social Selling Top Tips & Tricks

    From LinkedIn searching secrets all the way to email address generating hacks, these are the top tips and tricks that will give you a huge advantage in the world of social selling. This webinar will bring everything together in the social selling series and will give you the ultimate list of tools use social to dramatically enhance your pipeline and sales process.
  • Why investors should consider an active quality growth approach to US equities
    Why investors should consider an active quality growth approach to US equities Matt Benkendorf, CIO and Lead Portfolio Manager Nov 29 2017 3:00 pm UTC 45 mins
    The U.S. equity market is in its ninth year of a bull run and some investors are concerned that a correction is looming. While market conditions are generally favorable, there are some fundamental pressures that could impact volatility over the short term, such as rising rates in the U.S. We believe the best way to navigate a potentially tricky market is to take a bottom-up approach and invest in “quality” companies with consistent and resilient earnings growth. In this interactive webinar, Matthew Benkendorf, Chief Investment Officer and Lead Portfolio Manager, discusses why an active, high quality approach to US equities can lead to competitive returns with lower risk than the index over a full market cycle.
  • The API Economy in Banking Part 1, Preparing internal environments for PSD2
    The API Economy in Banking Part 1, Preparing internal environments for PSD2 David Harvey, Senior Principal Banking Practice, NTT DATA Services, Richard Price Sales Director, FSI UK & Ireland, TIBCO Dec 4 2017 2:00 pm UTC 60 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 internal environments, transform current models to remain relevant, nurture and grow their customer bases.
    As part of this process, preparing internal IT environments and developing differentiating capabilities will be key in highly competitive markets and innovation before the adoption of the new ‘Fintech ecosystems’ 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.
    You will learn:
    - Trends, Implications, Challenges and Proposed Solutions
    - Internal preparation of your IT Environment for the new Digital banking Economy
    - Approaches on how to better prepare for new technologies through Open APIs
    - How to set up infrastructure and workflows to align Data Governance and Security in preparation for Open Banking.
  • Breaking the Mould - New competencies to meet the needs of a changing landscape
    Breaking the Mould - New competencies to meet the needs of a changing landscape Mark Erskine Dec 5 2017 11:00 am UTC 60 mins
    Attendees will learn that in complex selling traditional sales competencies are no longer enough and they need to be recruiting and developing their people using a new set of sales competencies
  • 7 Ways to Build Rapport in Sales and Connect with People
    7 Ways to Build Rapport in Sales and Connect with People Tim Robertson Jan 9 2018 11:00 am UTC 60 mins
    Consider this: a CBS News / New York Times poll asked, “What percent of people in general are trustworthy?” The answer: 30%. Pretty sceptical we all are, right? Not necessarily. At the same time, the CBS News / New York Times poll asked a similar group the same question, but with a slight difference. “What percent of people that you know are trustworthy?” The answer: 70%. That’s a huge difference. Goes to show you: when people get to know you and people get to like you, people begin to trust you. This webinar outlines the 7 ways to build trust with your clients
  • 4 Things to Do When Clients Pressure You for Lower Fees
    4 Things to Do When Clients Pressure You for Lower Fees Tim Robertson Jan 23 2018 11:00 am UTC 60 mins
    "Your fees are too high; can you do it for less?" In the highly competitive marketplace we hear dreaded phrases like this all of the time. The easy thing to do is to offer a discount, but that cuts into your profit margins and sets a precedent for the future. You don’t want to become a victim of discounting gone wrong. So what do you do when clients push back on your fees? This webinar runs through the 4 things you can do when clients put pressure on you to lower your fees
  • Developing and App for your Business – A beginner’s guide
    Developing and App for your Business – A beginner’s guide Richard Messitt Feb 6 2018 11:00 am UTC 60 mins
    Mobile Apps have the ability to generate serious growth for your business. If you’re like most business owners you already have a few ideas of ways you could impress your customers or modernise your business processes with a mobile app. The question is, how do you progress your idea into reality? Richard Messitt, Co-Founder of App Development firm ZUDU is on hand to show you how to take the right steps and avoid the pitfalls and make your idea a reality!
  • 3 Tips for Selling to the Senior level Execs
    3 Tips for Selling to the Senior level Execs Tim Robertson Feb 20 2018 11:00 am UTC 60 mins
    Most of us want to have better meetings with senior executives. Meetings that feel like conversations, not pitches. Meetings that build deeper relationships. Meetings that uncover more ways in which they can help their customers. Behind closed doors, when I ask what's holding people back, many will tell me things like, "I don't feel comfortable," "I have nothing to offer to them,"" or "I'm not at their level." Selling to Senior level executives can be difficult, and getting a first meeting can be a real challenge. But, in our experience, the most difficult part is not getting the first meeting. It's getting the second one. Or the third one. This webinar explores the ways that you can get to that second and third meeting
  • Preparing for the New Revenue Recognition Rules & Other Corp. Accounting Updates
    Preparing for the New Revenue Recognition Rules & Other Corp. Accounting Updates Cathy Connolly, Jonathan Shapiro Mar 15 2018 5:00 pm UTC 75 mins
    The first quarterly reporting deadline for public companies is quickly approaching, and that reporting for the first time will include significant disclosures related to the newly-implemented accounting standards. By January 2018, companies are expected to update revenue recognition rules for all revenue arising from contracts with customers, which requires not only a change to financial statements, but related disclosures, business processes and internal controls over financial reporting.

    In a panel discussion, Cathy Connolly of StoneTurn and Jonathan Shapiro of Baker Botts will focus on the changes brought about by the new rules, and address the questions they raise.

    Topics to be covered include:

    -- What types of issues may be brought to light? From what sources (internal, SEC, other)?
    -- How does a company and its counsel respond?
    -- What is the board’s response?
    -- How can the key problems be quickly identified, and an effective response, including a remediation plan, be implemented?
  • Procurement: Part 1: Successful Telephone Negotiations
    Procurement: Part 1: Successful Telephone Negotiations Sue Preston Apr 3 2018 10:00 am UTC 60 mins
    This webinar aims to provide participants with a 'foolproof' plan for all telephone Negotiations. Many Negotiations are held over the phone today when buyers can 'catch us out' if we are not fully prepared. Attend this webinar to ensure you are driving better outcomes from any telephone negotiations.

    Learning outcomes

    By the end of this webinar participants will have:
    - Explored the advantages of telephone negotiations
    - Explored the disadvantages of telephone negotiations
    - Created a 'foolproof' preparation document
    - Committed to applying the learning to their real-world telephone negotiations
  • Procurement Part 2: Reducing Buyer Opening Demands
    Procurement Part 2: Reducing Buyer Opening Demands Sue Preston Apr 10 2018 10:00 am UTC 60 mins
    The webinar takes participants through a journey from 'reacting to responding' to unreasonable Buyer demands and participants will start to build a toolkit to help maintain control of the outcome of any Negotiation

    Learning outcomes

    By the end of this webinar event participants will have:

    - Understood the motivation behind buyer demands.
    - Developed strategies to ‘respond’ rather than ‘react’
    - Created a toolkit to respond to and counter aggressive buyer behaviour
    - Commitment to application of new tactics
  • Secrets of Successful Sales. Pillar 1: Understanding Behaviours
    Secrets of Successful Sales. Pillar 1: Understanding Behaviours Alison Edgar May 1 2018 10:00 am UTC 60 mins
    Over three webinars, Alison will share her Secrets to Successful Sales focusing on her Four Key Pillars of Sales methodology. Alison will teach you the strategies and processes she used to build her own business and become One of the UK’s Top 10 Business Advisers.

    If you want to hit target? Or better yet, exceed target? Maybe even grow a business? Then you need to tune into these webinars with Alison Edgar, The Entrepreneur’s Godmother.

    Webinar 1- Pillar 1: Understanding Behaviours

    People buy people. It’s a lot easier for us to sell to people we like, but what about those we don’t. There are some people we just don’t understand. Using DISC methodology, Alison will teach you how to understand your customer behaviours and adapt to those who are not like you. Once you understand your customer’s behaviour and how they buy, it became a lot easier to sell to them. The webinar will teach you how to sell to more people and exceed your goals and targets.
  • Secrets of Successful Sales. Pillar 2: Sales Process
    Secrets of Successful Sales. Pillar 2: Sales Process Alison Edgar May 15 2018 10:00 am UTC 60 mins
    Over three webinars, Alison will share her Secrets to Successful Sales focusing on her Four Key Pillars of Sales methodology. Alison will teach you the strategies and processes she used to build her own business and become One of the UK’s Top 10 Business Advisers.

    If you want to hit target? Or better yet, exceed target? Maybe even grow a business? Then you need to tune into these webinars with Alison Edgar, The Entrepreneur’s Godmother.

    Webinar 2: Pillar 2: Sales Process

    Like anything else, sales is a process. Following the process helps to maintain quality and prevents you from making the old age mistake of ‘selling too soon’. You will never sell to everyone, even Apple haven’t figure out how to do that, but if you know the sales process you will certainly sell to a lot more. I genuinely believe when delivered correctly, sales and customer service are exactly the same thing. That’s why, my sales process shows you how providing great customer service can help you seal the deal.
  • Secrets of Successful Sales. Pillar 3&4: Sales Strategy and Confidence
    Secrets of Successful Sales. Pillar 3&4: Sales Strategy and Confidence Alison Edgar May 29 2018 10:00 am UTC 60 mins
    Over three webinars, Alison will share her Secrets to Successful Sales focusing on her Four Key Pillars of Sales methodology. Alison will teach you the strategies and processes she used to build her own business and become One of the UK’s Top 10 Business Advisers.

    If you want to hit target? Or better yet, exceed target? Maybe even grow a business? Then you need to tune into these webinars with Alison Edgar, The Entrepreneur’s Godmother.

    Webinar 3: Pillar 3&4: Sales Strategy and Confidence

    This webinar is split into two sections, strategy and confidence. Everyone needs a sales strategy, if you don’t know where you’re going, how are you supposed to know where to start? I’m going to the strategy that helped me become One of the UK’s Top 10 Business Advisers and got me to where I am today.