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Banking and Treasury

  • Dirty Tricks: Into the Minds of the Trickbot Gang Dirty Tricks: Into the Minds of the Trickbot Gang Uri Rivner - VP of Cyber Strategy and Iain Swaine, Head of Cyber Strategy EMEA Recorded: Dec 8 2016 64 mins
    Dyre was one of the most dangerous, stealthiest Trojans of its time. It hit banks worldwide, evading detection and operating in custom mode based on the banks' defenses. Then its operation was disrupted in mid 2015 and it went silent... But now a new menace emerges: the Trickbot Trjoan. With a new set of dirty tricks in their arsenal, the cyber criminals now have a new, highly effective weapon. In this unique webinar we'll Join our webinar to:
    -See a second-by-second analysis of a real world Trickbot's operator inside a victim's online banking account, and see how the attacker operates.
    -Compare Trickbot's operators methods to those of Dyre and Dridex operators.
    -Learn how Behavioral Biometrics alert on Trickbot
  • Leading yourself and others through change Leading yourself and others through change Kevin Johnson Recorded: Dec 8 2016 61 mins
    How do you make sure changes are smoothly implemented? How do you achieve lasting benefits? Kevin Johnson focuses on the impact of change on people as they move from one situation to another.

    Kevin gained the majority of his business experience in senior management in the financial services industry. As a senior consultant he worked with blue chip organisations across Europe, Asia and the United States including Banco de Portugal, Ford Europe, VW, the Whitbread Group and Delta Airlines.
  • IR Magazine Webinar – Drilling down: Using market intel to navigate earnings IR Magazine Webinar – Drilling down: Using market intel to navigate earnings IR Magazine and Q4 Recorded: Dec 1 2016 50 mins
    Thursday, December 1, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes

    What market intelligence is available to help you navigate key IR activities? Insight into trading can be crucial to avoid blind spots in your IR program and stay ahead of today’s complex markets. In this webinar, we investigate the role stock surveillance can play in areas such as earnings, periods of volatility, short-selling, targeting, international outreach, and more. Join IR Magazine, Q4 and LinkedIn as we drill down into the different uses for market intelligence.

    Join this webinar to:
    • Hear how market intel can support different areas of IR activity
    • Find how to use trading analysis to position your message for earnings
    • Get a clearer picture of volatility and short-selling
    • Discover the link between surveillance and targeting

    Speakers include:
    Matt Danziger, director of investor education, LinkedIn
    Adam Frederick, senior vice president of intelligence, Q4
    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.
  • EMV Monitoring and Analytics Webinar: Freeze Fraud and Keep Transactions Moving EMV Monitoring and Analytics Webinar: Freeze Fraud and Keep Transactions Moving Marc Borbas - VP of Product Marketing, INETCO Recorded: Nov 30 2016 48 mins
    EMV is here, and we want your POS and ATM channels to be ready! During this webinar, learn how ongoing performance management and card analysis across all payments channels is helping financial organizations dispute EMV liability shift chargebacks, and answer questions related to:

    - When are EMV transactions failing?
    - Why are EMV transactions falling back to magstripe?
    - Where are interoperability issues occurring on the transaction path
    - What is the breakdown of my swipe, dip and chip transactions?
    - Are EMV fallbacks due to fraud or caused by issues related to the card, payments switching application or terminal?
    - When are EMV chip transactions taking too long?
    - Why did response times change? Are transactions performing differently from store to store?
  • Moving away from the C-corporation: understanding Reits, MLPs, PTPs and BDCs Moving away from the C-corporation: understanding Reits, MLPs, PTPs and BDCs Thomas Humphreys and Remmelt Reigersman, Morrison & Foerster; Tom Young, IFLR Recorded: Nov 30 2016 89 mins
    Traditionally, most public companies in the US were organised as C-corporations. However, tax developments in recent years have given corporate planners a wide range of new tools to structure a public company. For example, tax pass-through MLP and Reit structures are spreading into new asset classes. Also, traditional double taxed ‘C’ corporations are using tax pass-through entities, including partnerships, to reduce or eliminate entity-level taxes as well as optimise their internal structures with tax ‘disregarded entities’. These new tools lead to a variety of tax choices in deciding how to structure a public company.

    During this briefing, which is intended for a general audience, the speakers will explain the structures, restrictions and pitfalls in this evolving hybrid world of C-corporations mixed with tax pass-throughs. Specifically, they will discuss:

    •Master limited partnerships;
    •Reits and alternative assets that may qualify as ‘real estate’;
    •Business development companies;
    •Consolidated groups of corporations and disregarded entities; and
    •Up-C structures.

    Nb: By signing up for IFLR webinars, you agree to receive follow-up communications from IFLR and the webinar sponsor but you can unsubscribe at any time
  • IR Magazine Webinar - Corporate sustainability & the IRO IR Magazine Webinar - Corporate sustainability & the IRO IR Magazine and Bloomberg Recorded: Nov 22 2016 43 mins
    Recent growth in ESG indices across regions and strategies illustrates that global investors are exploring ways to integrate ESG factors into their investments – aiming to generate not only positive returns but also positive impact.

    Furthermore, investors representing trillions of dollars around the world are asking the SEC to approach corporate reporting on ESG issues as it would any other financial disclosure issue. Investors are also beginning to recognize that companies with strong ESG performance constitute sustainable long-term investments.

    Join a group of experts for a webinar on best practice sustainability communications, which will cover areas including:

    - Communicating long-term stability – how to take the focus away from short-term fluctuations
    - Integrating ESG into established IR programs and coping with the surge in investor interest
    - Telling your ESG story – building your knowledge base and responding efficiently to questions
    - Applying standard IR disciplines such as investor analysis, targeting and communications to sustainability and corporate governance issues
    - Focusing on key issues that are material to the business and have the potential to affect long-term value creation

    Speakers include:

    - Gregory Elders, senior Bloomberg Intelligence ESG analyst, Bloomberg
    - Tim Human, editor, IR Magazine
    - Manjit Jus, head of sustainability application & operations, RobecoSAM

    Tuesday, November 22, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes
  • 3Q Factor Research Quarterly 3Q Factor Research Quarterly Matt Peron, Michael Hunstad, Ph.D., Mark C. Sodergren, CFA Recorded: Nov 15 2016 29 mins
    The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This quarter will focus around:

    -U.S. Election: volatility & performance
    -Real factor exposure: is it about sectors?
    -Factor valuations and forecasts
    -Up next: measuring monetary policy error

    Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.
  • DIGITAL CONTRACTS: THE RISKS AND HOW TO AVOID THEM DIGITAL CONTRACTS: THE RISKS AND HOW TO AVOID THEM Andrea Masterton, Director of Corporate Marketing Recorded: Nov 14 2016 60 mins
    Eliminating paper from contract and procurement processes is a top priority for many organisations interested in reducing risk, cost, and time – to gain a competitive edge in today’s marketplace.

    Unfortunately, companies continue to make basic errors when doing business via the Internet, mobile apps, tablets, and other digital technologies, and one wrong turn can result in major consequences when a dispute arises.

    In this webinar, in partnership with eSignLive by Vasco, we discuss the risks associated with e-contracting and what steps to take to mitigate them and ensure contracts are enforceable.
  • Boosting consumer engagement with next gen chat bots Boosting consumer engagement with next gen chat bots Peter Wannemacher, Senior analyst, Forrester Research Recorded: Nov 9 2016 61 mins
    Stop implementing; start planning. Forrester Research shows that while messaging platform chatbots can be effective, the customer experience is too often unacceptably poor. And while it’s not a big deal when you’re ordering a pizza, the stakes are far too high for financial institutions to go all in on this generation’s chatbot technology without the right planning.

    Simply put, being too early can be the same as being wrong. Bots are only as good as the systems behind them — outdated architecture and poor integration can sabotage your services and drive away customers.

    But given bot technologies are shaping up to be an essential part of the FI and fintech mix, your next two to three years should be devoted to investing in foundational digital initiatives that will position you to leverage the future that’s coming fast.

    Join this free VB Live event to learn how to reap the rewards of future fintech AI innovation — and get it right the first time.

    By attending this webinar, you'll

    * Re-engineer back-end systems to enable real-time action
    * Make progress on platform improvements—or replacements
    * Embrace APIs for faster, more dynamic future changes

    Speakers:

    * Peter Wannemacher, Senior Analyst, Forrester Research
    * Katy Gibson, Vice President, Product Applications, Envestnet | Yodlee
    * Moderator: Evan Schuman, VentureBeat
  • IR Magazine Webinar ‒ Using intelligence to drive decision-making IR Magazine Webinar ‒ Using intelligence to drive decision-making IR Magazine and Nasdaq Recorded: Nov 3 2016 46 mins
    Understanding the make-up of your shareholder base is growing increasingly complex thanks to market fragmentation, globalization of share registers and the spread of algorithmic trading. Meanwhile, the demands on IR professionals are as urgent as ever: to monitor risks, uncover opportunities and effectively leverage that most precious commodity – IR's own time and that of their executives with current and potential investors.

    Join IR Magazine and Nasdaq Corporate Solutions as we dig into innovative approaches to navigate today’s ownership landscape and learn how to use ownership data to support and drive all areas of IR activity.

    In this webinar, you will hear about:

    - How to make sense of today’s complex buy-side landscape
    - Using surveillance as a starting point to guide your IR program
    - The potential of big data to identify new targeting opportunities
    - Proactively identifying activist investors with speed and accuracy

    Speakers include:

    - Brad Allen, freelance business writer and journalist, IR Magazine
    - James Tickner, senior director, corporate solutions product development, Nasdaq
    - Charles Triano, senior vice president, investor relations, Pfizer

    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.

    Thursday, November 3, 2016
    8.00 am PST / 11.00 am EST / 3.00 pm GMT / 4.00 pm CET
    Duration: 30 minutes
  • Digital Account Opening with e-signatures Digital Account Opening with e-signatures Derek Corcoran, Chief Experience Officer Avoka and Mary Ellen Power, VP Marketing eSignLive by VASCO Recorded: Nov 2 2016 60 mins
    In this webinar, Avoka & eSignLive combine best practices in creating optimal onboarding experiences, achieving high adoption rates in omni banking channels. Learn how banks can become customer-centric and accelerate their sales cycle with building an infrastructure that allows them to create an outstanding customer experience for digital and mobile customer acquisition.

    During this webinar, you will learn:

    • How to get to market quickly with end-to-end omni channel digital account opening with e-signatures, meeting the needs of millennials and other growth market segments

    • The importance of being “mobile responsive,” and how a single design can cover phone, tablet, desktop, branch and call center

    • How banks can take advantage of the flexibility, speed to market and cost advantages of cloud infrastructure, while meeting strict security and compliance requirements.
  • The Ability-to-Pay Defense: A Strategy for Reducing Criminal Fines The Ability-to-Pay Defense: A Strategy for Reducing Criminal Fines Seth Farber, Trey Nicoud, Basil Imburgia, Jeff Litvak Recorded: Oct 26 2016 82 mins
    In recent years, criminal fines and penalties have risen drastically as a result of price-fixing and bid-rigging conspiracies uncovered among automotive parts manufacturers. While companies face these mounting fines, they need not accept the fine initially imposed. The United States Sentencing Guidelines do allow for a reduction of a criminal fine based on a company’s inability to pay. This webcast seeks to inform practitioners on the considerations of this ability-to-pay defense, strategies and process. As an illustration, this webcast includes a case study analyzing a company’s ability to pay a fine resulting from antitrust violations; however, the described methodology has other applications. Additional arenas where this defense has relevance include environmental clean-up costs, healthcare fraud, securities and commodities fraud, as well as FCPA and sanctions violations.

    The session will provide insight into the financial analyst’s role in evaluating the company’s financial status and the basis of the framework for the ability-to-pay argument. As part of the case study, the session will walk through an ability-to-pay model including analysis of projected free cash flow and the strength of the company’s balance sheet. Lastly, the session will address the importance of the financial expert’s role in discussions with the DOJ and its financial expert.
  • Identity & KYC Webinar Series Identity & KYC Webinar Series Robert Prigge Recorded: Oct 19 2016 33 mins
    Millennials in Banking: Millennials speak out on their global view of banking
  • Identity & KYC Webinar Series Identity & KYC Webinar Series Robert Prigge Recorded: Oct 18 2016 33 mins
    Millenials in Banking: Millenials speak out on their global view of banking
  • IR Magazine Webinar ‒ Is stock surveillance worth it? IR Magazine Webinar ‒ Is stock surveillance worth it? IR Magazine, Wix and Q4 Recorded: Oct 11 2016 51 mins
    Let’s get to the bottom of it…Is stock surveillance worth it?

    With markets growing in complexity, stock surveillance providers claim to help IROs even the playing field, giving them timely intelligence on buying and selling, market sentiment and potential dangers like activist activity in their stock. But not all IR professionals are convinced by the value of surveillance services. Some view it as an expensive and unnecessary safety blanket that provides analysts’ best guesses but little in the way of factual information. Join IR Magazine, Wix.com and Q4 on this webinar where will we dive in and battle it out.

    Join this webinar to hear:

    - The arguments for and against the use of stock surveillance services
    - The benefits and limits of stock surveillance in supporting IR activities
    - Examples of how companies are using stock surveillance today

    Speakers include:

    - Adam Frederick, senior vice president of intelligence, Q4
    - Laurie Havelock, journalist and podcaster, IR Magazine
    - Joe Pollaro, general manager, US and head of investor relations, Wix.com

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes.

    Tuesday, October 11, 2016
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes
  • Joint Customer Centricity, Pricing & Billing Life Cycle Management solution Joint Customer Centricity, Pricing & Billing Life Cycle Management solution David Harvey, Principal Consultant, Banking & Securities Practice, Dell Services, Linda Wade & John Kohari, Zafin Recorded: Oct 5 2016 5 mins
    Video Interview: David Harvey, Principal Consultant, Banking and Securities Practice, EMEA Dell Services, discusses Dell Services and Zafin's joint Customer Centricity and Pricing & Billing Life Cycle management solutions along with John Kohari, CEO, The Americas, Zafin and Linda Wade, Account Director, Zafin.
    The interview covers typical challenges faced by banks around Product Innovation, Relationship based Pricing and Customer Retention.
    Jon Kohari and Linda Wade discuss how the combination of Zafin and Dell Services can help Financial Institutions deliver superior customer value by offering the right product at the right time and through the right channels, while removing dependency on legacy systems to enable product innovation and reducing revenue leakages and operational risks.
  • EY Capital Markets Report: How collaboration with FinTech can transform IB EY Capital Markets Report: How collaboration with FinTech can transform IB David Williams, Partner at EY Recorded: Oct 3 2016 39 mins
    Join David Williams, Partner at EY, for a webinar discussion about the findings of EY’s New Report Capital Markets: Innovation and the FinTech Landscape. The research was produced in conjunction with Innovate Finance, the UK’s membership association for global FinTech.

    The report shines a light on the investment banking industry, examining why and how capital markets firms across the globe can and should collaborate with FinTech organisations to drive their own evolution in the years to come, and to secure their future role and position in the financial services ecosystem.
  • DTiWAM Webinar Series DTiWAM Webinar Series Juan Pablo Luchetti Recorded: Sep 30 2016 23 mins
    Digital Transformation in Wealth & Asset Management
  • IR Magazine Webinar‒Proactive IR: How to save time and add value to your C-suite IR Magazine Webinar‒Proactive IR: How to save time and add value to your C-suite IR Magazine, AlphaSense, Sharon Merrill Recorded: Sep 29 2016 46 mins
    Upwards of 70 percent of an IRO’s day is spent putting out fires – leaving limited time to address the strategic elements of your IR program. Effectively balancing your time so that you can stay on top of C-suite requests, company and peer analysis and industry trends, is an increasingly difficult challenge. Join IR Magazine and AlphaSense to hear strategies that can help reduce your research and preparation time, allowing you to focus on adding value to your company.

    In this webinar, we will discuss how innovative search technology can help:

    - Anticipate and prepare for conference call questions
    - Discover what your peers are saying about you
    - Conduct peer and industry analysis
    - Research markets, products and competition
    - Easily answer C-suite queries

    Speakers include:

    - John Blaine, vice president of corporate and quantitative services, AlphaSense
    - James Hillier, vice president, investor relations, Demandware, a Salesforce company
    - Maureen T. Wolff, president and partner, Sharon Merrill
    - 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.
  • Payments Transformation in light of PSD2, Threat or Opportunity Payments Transformation in light of PSD2, Threat or Opportunity Niraj Singhal, ExecutiveDirector and Global Head, Banking and Securities Practice, Dell Services Recorded: Sep 27 2016 2 mins
    Niraj Singhal discusses real time payments and the changes in light of PSD2, and whether banks see PSD 2 as an opportunity or Threat as part of their Payments Transformation initiatives, and key challenges that banks are facing in embracing PSD2 and Open APIs.
  • Digital Transformation: What Will the Digital Bank of Future Be Like in 2020 Digital Transformation: What Will the Digital Bank of Future Be Like in 2020 Sameer Kishore Vice President Banking, Financial Services, Securities, Insurance (BFSI), Dell Services Recorded: Sep 27 2016 4 mins
    Sameer Discusses Digital Transformation across Banking and other industries, and Dell’s view on Digital Transformation. Sameer takes a look at how the Fintech providers are playing a key role in Digital Bank of the Future, and what Digital Bank of Future will look like in 2020 and beyond.
  • Payments Transformation, PSD2 & Open APIs, the challenges,& Opportunities Payments Transformation, PSD2 & Open APIs, the challenges,& Opportunities Niraj Singhal, Executive Director & Global Head – Banking & Securities Practice Dell Services Recorded: Sep 27 2016 6 mins
    Niraj discusses the areas in real time payments where he sees most of the transformation happening, and future perspectives into Real time payments
  • Improve Lending Portfolio Performance with Data Optimization Improve Lending Portfolio Performance with Data Optimization Spencer Robinson, Head of Strategy, Kabbage Recorded: Sep 22 2016 61 mins
    The financial crisis brought about huge losses to a large number of financial institutions and exposed many of the internal inefficiencies leveraged to manage risk and data within and across divisions. Today, things have changed dramatically. Despite the many regulatory changes over the years, marketplace lenders have been extremely successful implementing predictive modeling and data aggregation to assess consumers’ and small businesses’ financial health.

    New lending technologies allow lenders to improve customer satisfaction by creating a personalized and unique customer experience. By taking into consideration personal, transactional, application, and product-selection data from financial institutions, lenders are able to leverage this data for other opportunities such as cross-selling credit products during the loan-application process. These innovations ultimately provide borrowers with an intuitive and simplified borrowing process.

    In this webinar you’ll:

    * Get insight into the trends and opportunities driving change in the lending and credit risk management industries
    * Explore more accurate predictive ratings models based on alternative data sets
    * Discover the future of commercial retail lending and credit risk management
    * Learn how to improve credit decisions, collections, and portfolio management using new technologies and data analytics

    Speakers:
    * Spencer Robinson, Head of Strategy, Kabbage
    * Sherif Hassan, Founding CEO, Herio Capital
    * Saurabh Sharma, Founder and CEO, Indus Insights
    * Terry McKeown, Practice Manager, Credit Analytics, Envestnet | Yodlee
    * Evan Schuman, Moderator, VentureBeat



    Join us on September 22nd at 10 am PT/1 pm ET for an exciting FREE discussion on the trends and opportunities driving change in lending and credit risk management.

    This webinar is sponsored by Envestnet | Yodlee
  • Surviving a Restatement: Ten Pitfalls to Avoid Surviving a Restatement: Ten Pitfalls to Avoid Bradley Bondi, Michael Wheatley Recorded: Sep 21 2016 49 mins
    The SEC has been very active in pursuing enforcement cases relating to accounting errors that led to a restatement. The decisions of the board of directors and management before, during, and after a restatement will be under scrutiny. A company’s actions in investigating and correcting accounting errors and ultimately restating financials are critical to avoid a prolonged SEC investigation, increased liability in civil litigation, loss of confidence by lenders and shareholders, and potential delisting by an exchange. Appropriately managing a restatement requires special care and skill.

    Join us for this webcast on Wednesday, September 21, 2016 at 1:00 pm to hear a leading practitioner’s perspective on how to avoid potential pitfalls in the restatement process.
  • Can ATMs keep up with the move to contactless at POS? Can ATMs keep up with the move to contactless at POS? Paola Araco and Andy Brown Dec 13 2016 9:30 am UTC 60 mins
    Consumers are getting used to using contactless at the POS.

    Can they do the same at ATM?

    What about when the contactless device is a mobile phone with ApplePay or SamsungPay?

    This webinar will explore the benefits of using contactless at the ATM, how to implement contactless on the ATM, the impact on other aspects such as fraud and the potential to grow this into other services such as prestaged transactions.

    This webinar will be presented by Paola Araco, who is an expert in the EMV processes and has been involved in many implementations of contactless at the ATM, and Andy Brown, who covers the wider payments processing technology.
  • Content and its Impact on Engagement and Brand Loyalty Content and its Impact on Engagement and Brand Loyalty Mark Brayton, Director of Interactive Marketing, Barclays Bank Jan 11 2017 2:30 pm UTC 45 mins
    Recent research into marketers’ thoughts on the financial services marketing industry in 2020, found that dynamic content development was one of the most important issues they face.

    It’s no surprise – increasingly, engagement with a brand is via content. So, understanding audience needs and business objectives to create a constant supply of customer-focussed content, will be a core skill in financial services marketing.

    In this webinar session, we consider how to create great content, allowing your brand to be framed as a thought-leader; how to measure its success; ensure repeat visitors; and deliver a frictionless experience.
  • How to make money off of Facebook Messenger How to make money off of Facebook Messenger Stewart Rogers, Dir. of Marketing Technology, VentureBeat Jan 12 2017 8:30 pm UTC 60 mins
    With over 1 billion monthly active users, Facebook Messenger is beginning to change the world for companies looking for ways to connect with, engage, and retain an unprecedented number of customers. And we’re guessing that’s probably you.

    It’s all because of Messenger’s developer tools, which have leapt on the promise of bots for customer service and native payments without ever leaving the platform--and have thoroughly delivered on it. Users stay cozily inside the Messenger platform to play games, search, shop, pay, and more, meaning they’re fully engaged with your brand in multiple ways in a single brand context.

    Facebook’s long-term plan: make Messenger the center of users’ lives. Your short-term plan: start positioning yourself to take advantage of this revolution in messenger tech innovation. Register for this free VB Live event now and learn how you can monetize Messenger.

    In this webinar, you’ll:

    Understand the broader digital wallet strategy to connect with customers through chatbots
    Get valuable tips to spin chatbots into gold
    Learn the biggest mistake organizations are making with payments through Messenger

    Speakers:
    * Neil Ishibashi, Sr. Director, Design and Development, Fandango
    * Stewart Rogers, Director of Marketing Technology, VentureBeat
    * Wendy Schuchart, Moderator, VentureBeat

    More speakers to be announced soon.