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Banking and Treasury

  • RMB Investors Forum: Connects emerge as turning point for China access
    RMB Investors Forum: Connects emerge as turning point for China access Paolo Danese, editor of GlobalRMB, Euromoney Recorded: Aug 2 2018 74 mins
    This discussion will cover the following topics:

    •What are the latest developments on China market access since the launch of Bond Connect?

    •How has market sentiment towards China evolved with broadening access?

    •Fifteen years after QFII launch, why did the Stock Connect and Bond Connect manage to trigger such enthusiasm among global investors?

    •How are investors moving from understanding China access to their first allocations? What have been the challenges? How significant is the knowledge gap still?

    •How will HKEX continue to build on the Mutual Market Access strategy?

    •MSCI opened the way with A-shares inclusion, but what will the prospects for further index inclusions mean for RMB assets’ appeal? What access issues remain unaddressed?

    •What further reforms are needed to encourage foreign investors to increase allocations to the mainland market? What asset classes remain on the wish list?


    Speakers include:

    •James O’Sullivan, Head of Securities Services, HK, Standard Chartered
    •Tae Yoo, Managing Director, Global Client Development Market Development Division, Hong Kong Exchanges and Clearing Ltd. (HKEX)
  • How to Build a Powerful Partner Sales Channel & The 13 Mistakes to Avoid
    How to Build a Powerful Partner Sales Channel & The 13 Mistakes to Avoid Marcus Cauchi, ISM Fellow Recorded: Jul 24 2018 61 mins
    Are setting up a new channel or trying to revitalise an old or underperforming sales channel?

    Have you invested time and money recruiting partners but feel disappointed they aren’t producing or have fallen silent?

    Do partners bring you requests for duck-shoot demos that result in sales cycles that seem never to close?

    Channel Partner Sales Managers have one of the toughest jobs in sales or sales management. They have to:

    * Lead and manage without power
    * Carry large targets and are responsible for key accounts
    * Recruit partners who produce predictably & consistently
    * Get the best out of partners
    * Create and maintain engagement across partner organisations (sales, technical & management)
    * Help partners make good money and stay committed & loyal

    If you want to gain marketshare and expand quickly, identifying and selecting the right Channel Partner Sales Managers can be the key. Providing them with the correct tools and resources is essential.

    Join us on 10th July for a webinar introducing a radical new approach to channel sales development.

    Ideal for:

    * Startup businesses looking to build a channel from scratch
    * Established business experiencing erratic or disappointing channel performance
    * Companies looking to launch new products and services
    * Companies launching into new markets
    * Direct sales organisations looking to reduce their sales costs & headcount without a loss of earnings or quality
  • Accelerate Open Banking with APIs, Strong Authentication and Risk-Based Security
    Accelerate Open Banking with APIs, Strong Authentication and Risk-Based Security From CA Technologies: Sanjay Tailor, Mehdi Medjaoui, Robert Lindberg, David Chui Recorded: Jul 19 2018 61 mins
    Whether driven by PSD2 compliance, market demand for mobile apps, or fintech competition, open banking is becoming a top priority for financial businesses. Through exclusive research and customer successes, we determined that building a modern application architecture with APIs, microservices and strong authentication is a key success factor in this space. In fact, our latest report shows that fully digital banks enjoy an estimated 25% cost-to-income ratio, versus 60% for traditional institutions.

    For this webcast, we assembled a panel that includes Mehdi Medjaoui, author of Banking APIs: State of the Market, along with experts in API and security capabilities, to introduce the elements of modern application architecture that all digital banking business leaders should know about – API management, microservices, strong authentication and risk-based security. You’ll learn about:

    * The current state of open banking, and what your peers are doing

    * How to invest in modern application architecture to improve your open banking projects

    * How to align better with IT to accelerate your time-to-market

    All registrants will also benefit from a complimentary copy of our Banking APIs: State of the Market report.
  • Why fraud protection is a necessary part of a security strategy
    Why fraud protection is a necessary part of a security strategy The NCR Fraud Team Recorded: Jul 18 2018 30 mins
    Key take a ways for the webinar include:
    1. Learn how to successfully layer your defenses
    2. Discover how Security and Fraud technology need to work together
    3. Understand that with Faster Payments – your security posture has to move from protection to prevention
  • Real-time payments: Driving value for banks and their customers
    Real-time payments: Driving value for banks and their customers Gene Neyer, Carl Slabicki, Steve Ledford, Charles Ellert Recorded: Jul 17 2018 60 mins
    Worldwide real-time payments (RTP) are already offering businesses and consumers speed, convenience and 24/7 availability. So what is the current state of RTP in the US? What are corporates expecting and how are early adopters finding the experience so far? With RTP development budgets and real-time cash positions cited as top priorities by US institutions, how is this translating into actions?
  • Onboarding: How to Turn an A-Player into a B-player in Under 4 Weeks
    Onboarding: How to Turn an A-Player into a B-player in Under 4 Weeks Marcus Cauchi, ISM Fellow Recorded: Jul 17 2018 49 mins
    You’ve just hired James Bond on to your sales team and you have high hopes for his performance. Assuming you really did hire James Bond and not Mr Bean in a Tux, what can you do to ensure disappointment?

    Why! Fail to do a proper onboarding process! Delude yourself into thinking you hired an adult, a professional, someone who can be depended on to hit the ground running. “John is a big boy and doesn’t want me crowding him. I’ll let him get on with it.”

    This is called management by abdication and is one of the cardinal sins of sales management.

    Onboarding is the lost element of successful recruitment. The best sales managers have a 120 day onboarding plan for new hires. Why 120 days? Because that is the probation period a new hire is typically putting you (their manager, the job they actually bought, the company and the other people on the team) on in case they believe they have made a bad choice of career move.

    You’ve invested time and money in attracting them, selecting them, offering them, legal & HR costs, managing their notice period, paying them, training them and you risk blowing your winnings because you’re too busy, too stupid or too lazy to finish the job you started!

    Onboarding is not about giving them an Ops & Employee Manual to read, giving them some product training and provisioning them with passwords, a laptop and a phone. Those are the tiniest part of a good onboarding process. Onboarding should set up a new hire for success. It should be structured and confirm that you have made the right hire. It should tell you quickly if you haven’t so you can hire slow and fire fast.

    A reliable onboarding process needs to cover 3 things:

    * What do they need to know?
    * By when do they need to know it?
    * Where can they find it?
  • WEBCAST: Trust me I'm an Insurer? Re-designing insurance for tomorrow's customer
    WEBCAST: Trust me I'm an Insurer? Re-designing insurance for tomorrow's customer Simon Hardie, MagnaCarta, Kate Astall, Zurich, Heidi Hogalmen, Cloud Insurance Recorded: Jul 17 2018 49 mins
    A global panel of insurance incumbents and innovators discuss the rise of insurtech and how the insurance market is adapting to the drive for digital and responding to changing consumer demands.
  • Banking reimagined: building an integrated digital ecosystem
    Banking reimagined: building an integrated digital ecosystem Dr Cliff Evans Recorded: Jul 17 2018 51 mins
    Fueled by changing customer expectations, regulatory mandates, and technology disruption, banks are being compelled to offer better, more relevant customer experiences. These changes demand a fundamental shift in operational and technological thinking.

    Technology is also on the move as computational power exponentially expands to enable vast amounts of data to be managed and processed in near-real time. The result? An ongoing stream of disruptive technologies―ranging from artificial intelligence (AI) and machine learning (ML) to augmented and virtual reality to the Internet of Things ―are making the reimagining of business models possible. The banking industry is beginning to explore changes introduced by trendsetters Amazon, Netflix and Airbnb and embraced by media, telecom, retail, and consumer goods.

    Join Capgemini Digital expert Dr. Cliff Evans in this webinar to explore the evolution of:

    - On-demand versus destination banking
    - The bank as an ecosystem
    - The accelerating pace for delivery of new banking products and propositions

    Gain insights and practical advice about how banks can evolve into an integrated digital ecosystem that can nimbly plug and play new services and components to meet changing customer demands.
  • Business Value Networks and New Trust Models
    Business Value Networks and New Trust Models Steven Burns, Director of Business Analysis and Blockchain Economics; Rohit Tandon CEO & Founder Recorded: Jul 12 2018 27 mins
    Birth of Blockchain has given rise to the notion of Business Value Networks (BVN's) around which all trading / business occurs. This in turn has paved the way for new trust models to transact. This webinar will discuss the rise of BVN's and new trust models and their impact on future of commercial transactions and beyond
  • Why Your Sales Manager Is Your Biggest Liability
    Why Your Sales Manager Is Your Biggest Liability Marcus Cauchi, ISM Fellow Recorded: Jul 10 2018 53 mins
    We all think we know the cost of a wrong hire in sales. Many of us have paid the heavy price, but we often do we overlook the person whose job it is to hire the best and get the best out of them, the Sales Manager. If you think hiring the wrong salesperson is expensive, you can multiply that cost by 5-10x when you hire the wrong sales manager.

    * Does your manager try to manage the numbers?
    * Is your manager focused on being a supervisor?
    * Do they treat recruitment as a chore and an interruption to their real job?
    * Are they taking too long or failing to manage turnover?
    * Are they managing from an ivory tower?
    * Do they confused training with coaching and why does this matter?
    * Do they rescue & accidentally create a culture of upward delegation & learned helplessness?
    * Do they believe the excuses they hear?
    * Are they more concerned with being liked than being effective?
    * Are they inconsistent or lack clarity?
    * Do they do what was done to them?
    * Are they blaming their salespeople instead of taking responsibility for fixing the problems you need them to fix?
    * Are they focused on the helping the wrong people?
    * Are they worried about playing favourites?

    If you answered “yes’ to any of these questions YOU have a problem.

    A webinar for owners, CEOs and sales managers who are brave enough to look into the abyss. Not for softies!
  • How avoiding carbon emissions can benefit investor portfolios
    How avoiding carbon emissions can benefit investor portfolios Pascal Dudle, CEFA, portfolio manager; Marco Lenfers, CFA, client portfolio manager Recorded: Jul 5 2018 16 mins
    As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.

    Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method

    In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:

    -Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
    -They are likely to gain market share and face fewer regulatory issues than competitors
    -As a consequence, their shares should rise and benefit investor portfolios
  • Instant Payments in Germany: Connectivity, Culture and Global Considerations
    Instant Payments in Germany: Connectivity, Culture and Global Considerations InstaPay, Deutsche Bank, EBA Clearing, European Central Bank, Icon Solutions Recorded: Jul 3 2018 63 mins
    This InstaPay webinar will explore some of the challenges in adopting instant payments in Germany and provide insights on how to prepare.

    Join this webinar to hear from different perspectives, from: Deutsche Bank, a bank at the forefront of instant payments adoption, the ECB and EBA Clearing on the attributes, reach and interoperability of TIPS and RT1, and from Icon Solutions, an instant payments implementer who will address the impact (if any) connectivity system choice will have on your technology approach for instant payments.

    Speakers:
    Christof Hofmann, Head of Global Payments & Collections (Corporate Cash Management), Deutsche Bank
    Holger Thiemann, Adviser, ECB
    David Renault, Head of STEP2, EBA Clearing
    Gene Neyer, Chief Strategy Officer, Icon Solutions
  • The Senior Managers and Certification Regime: Reflections on the first two years
    The Senior Managers and Certification Regime: Reflections on the first two years Robbie Sinclair & Sarah Hitchins Recorded: Jul 3 2018 59 mins
    The Senior Managers and Certification Regime (SMCR) has been in force for just over two years. Within that period, firms have experienced a number of risks and challenges, especially in relation to assessing breaches of the Code of Conduct and fitness and propriety issues.

    In this webcast, Robbie Sinclair and Sarah Hitchins, Senior Associates of Allen & Overy, will highlight some of the key risks and challenges that firms have encountered over the past two years in relation to the SMCR, as well as how these risks and challenges have been managed in practice.
  • Financial Statements 101: Emerging Trends and Accounting Principles for Lawyers
    Financial Statements 101: Emerging Trends and Accounting Principles for Lawyers Jeff Litvak, Jason Tolmaire Recorded: Jun 29 2018 96 mins
    This webcast will cover issues that lawyers often encounter in commercial litigation with reviewing and understanding financial statements. Our panel of accounting experts will cover fundamental accounting concepts and components that are the basis of the financial statement reporting- the statement of financial position (balance sheet), the statement of profit and loss (income statement) and the cash flow statement.

    Our panel will also show how to derive meaningful conclusions about the performance of a business through financial ratio analysis and trend analysis.

    In addition to understanding and analyzing financial statements, the webcast will highlight recent changes in generally accepted accounting principles that will affect the presentation of information contained in the financial statements.

    Please join Jeff Litvak, CPA/ABV/CFF, ASA and Jason Tolmaire, CPA/ABV, both of FTI Consulting’s Forensic & Litigation segment, as they address these issues as well as your questions.
  • The Bribery Act, Chapter 7: The Americanisation of UK Corporate Crime
    The Bribery Act, Chapter 7: The Americanisation of UK Corporate Crime Vivian Robinson QC, Barry Vitou, Richard Kovalevsky QC, Julian Glass Recorded: Jun 28 2018 62 mins
    The Americanisation of the SFO!

    7 years after the entry into force of the Bribery Act, this webcast will look at how far the UK has come. Our panel of expert UK attorneys and consultants will look back over the last 12 months and forecast where we see developments in the year to come.

    Our panel will cover key issues including:

    --What next with new Director Lisa Osofsky?

    --DPA’s, and what next?

    --House of Lords review into the Bribery Act – what are they looking at and will anything change?

    --Privilege: With the ENRC appeal about to be heard and a couple of new cases in the last 6 months, what is the position right now? Are witness notes protected, or not?

    --And much more!

    Please join Barry Vitou, Shareholder and Head of London White Collar Defence and Special Investigations, Greenberg Traurig; Julian Glass, Senior Managing Director, Forensic & Litigation Consulting, FTI Consulting; Vivian Robinson, Partner, McGuire Woods; and Richard Kovalevsky QC - 2 Bedford Row for this free webcast in which we'll address these issues and your questions.
  • Stay the same? Hotel Payments 2.0 - Driving innovation in travel & hotel payment
    Stay the same? Hotel Payments 2.0 - Driving innovation in travel & hotel payment Jayson Canady, Hyatt, Mike Carlo, HEDNA, Mike Conyers, ResDiary, Alex Mifsud, Ixaris Technologies Recorded: Jun 28 2018 60 mins
    A global panel explores the challenges and opportunities of improving efficiencies in payments for the hotel and lodging industry in the age of digital.

    Experts from the hospitality industry, technology innovators and payments discuss the merits, benefits and opportunities of driving efficiency in travel payments and their role in ensuring a seamless customer experience for a digital age.

    Panellists:
    Jayson Canady, Director Global Payments Strategy, Hyatt
    Mike Carlo, Board Director, HEDNA
    Mike Conyers, Founder & CEO, ResDiary
    Alex Mifsud, Founder & CEO, Ixaris Technologies
  • DBRS Hosts Webinar on 2018 Structured Finance and Covered Bond Survey Results
    DBRS Hosts Webinar on 2018 Structured Finance and Covered Bond Survey Results Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research Recorded: Jun 28 2018 32 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on its 2018 Structured Finance and Covered Bond Survey Results on 28 June 2018 at 3 p.m. BST/4 p.m. CEST/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, in London.

    The discussion will focus on the results of DBRS’s annual survey of securitisation and covered bond market participants. Overall, the results demonstrate a positive environment for the market with the majority of participants expecting to increase their activity in the next 12 months. Gordon Kerr will explore this development further along with other insights from the survey.
  • Webinar - ESG matters: materiality and a growing list of questions
    Webinar - ESG matters: materiality and a growing list of questions Presented by IR Magazine & Corporate Secretary and sponsored by Intelligize Recorded: Jun 26 2018 57 mins
    Tuesday, June 26, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The debate around ESG is one of the most compelling in the IR world at the moment: are governance teams at large institutional investors dictating a narrative that is unrepresentative of the broader investment community or are investors genuinely broadening their assessment of what they deem to be material for their investment process?

    What is clear is that ESG is much more of a talking point on earnings calls and in other forums between investors and issuers, according to data from Intelligize. In this webinar we will explore how IR teams and corporate secretaries are working together to ensure that their company is well prepared for investor questions on ESG – whether they come from portfolio managers or governance teams.

    Speakers include:

    •Moderator: Ben Ashwell, digital editor, IR Magazine
    •David Burdziuk, director of IR, Suncor Energy
    •Marc Butler, director of thought leadership, Intelligize
    •Sally Curley, founder and CEO, Curley Global IR (CGIR)


    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 and Corporate Secretary.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

    IR Magazine and Intelligize will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You can unsubscribe at any time via the emails you receive. IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Intelligize’s privacy policy: https://www.intelligize.com/privacy-policy/
  • Banking Technology Awards 2016
    Banking Technology Awards 2016 FinTech Futures Recorded: Jun 22 2018 2 mins
    Our dazzling event gathered together over 260 banking and financial technology specialists from all over the world – recognising the excellence and innovation in the use of IT in financial services, and of course the people that make it happen!
  • Digital banking in a cloud world: 5 steps to evaluate private, hybrid and multi
    Digital banking in a cloud world: 5 steps to evaluate private, hybrid and multi Eric Marts Recorded: Jun 22 2018 48 mins
    Changing customer behavior and expectations are having a profound effect on how financial services are delivered. Financial service organisations are employing technology and adopting new business models to reshape the competitive landscape in a digital world. 

    Cloud can help, but you need to know whether a private, hybrid or multi cloud strategy is best for your organisation.
  • Trends in Mobile Banking Malware…and How to Fight Them
    Trends in Mobile Banking Malware…and How to Fight Them Sam Bakken Recorded: Jun 22 2018 42 mins
    Since 2010 this scourge has continuously grown and bedeviled financial institutions and their customers. Mobile banking Trojans increased 60% last year proving that the malware problem isn’t going away. Clearly, ignorance surely isn’t bliss when it comes to protecting your business and customers.

    Start by learning your enemy’s tools and techniques. 

    This webinar will explore the history and evolution of mobile banking malware, and the latest and greatest ways leading banks shield themselves against these threats with technologies such as app shielding with runtime application self protection (RASP).
  • Results are in: European banks & their state of digital sales
    Results are in: European banks & their state of digital sales Dan Bergal and Andre Israel Recorded: Jun 22 2018 53 mins
    Avoka’s latest research shows there has been a rapid progress in some areas of the customer experience digital transformation, but there remain many opportunities to differentiate based on digital sales.

    For those banks that have yet to embark on a strategy to digitally enable sales for all their products, the new data shows it has become a competitive necessity.
  • Global CRS Survey Results: Lessons learned from the first year of CRS reporting
    Global CRS Survey Results: Lessons learned from the first year of CRS reporting Mark Wilton and Katherine Lee Recorded: Jun 22 2018 41 mins
    Financial institutions face unprecedented data management and compliance challenges as they continue to grapple with multiplying CRS and FATCA (AEOI) related global tax transparency regulations.

    A year on from our first FATCA and CRS survey, Thomson Reuters and Banking Technology joined forces to survey the industry – to assess the challenges faced by financial institutions during the first year of CRS reporting obligations and to learn and share best practices to overcome them.
  • How to View Rising Rates
    How to View Rising Rates Bob Browne, CFA, Northern Trust Chief Investment Officer Recorded: Jun 21 2018 2 mins
    With the 10-year Treasury reaching 3% it’s understandable why advisors and clients are concerned about rates going forward. Here’s our take.
    •Intermediate – short-term part of the yield curve
    •High quality credit
    •Purpose of bonds in portfolio