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Banking and Treasury

  • 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 >>
  • 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.
  • 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 7 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.
  • Preeminent PE: The new Masters of the Tech Universe
    Preeminent PE: The new Masters of the Tech Universe Brenon Daly, Research Director, Financials, 451 Research Recorded: Sep 7 2017 63 mins
    Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
  • Developing Risk Appetite Statements
    Developing Risk Appetite Statements Ian Beale Recorded: Sep 6 2017 61 mins
    In today's increasingly global work environment, more employees than ever before are making material decisions on behalf of the organization, and these decisions don't always adequately account for risks to the enterprise.

    This webinar will provide an overview of how to define your organisation’s level of ‘risk appetite’, helping you to determine the most relevant approach for drafting your organization’s risk appetite statements, assess stakeholders’ preferred risk-taking posture and write impactful risk appetite statements.
  • Tips and Tricks to Get the Most Out of Your Pentaho Trial
    Tips and Tricks to Get the Most Out of Your Pentaho Trial Jason Bachman, Sales Engineer, Pentaho Recorded: Aug 31 2017 22 mins
    Want to learn more about the Pentaho Trial? Then attend this recorded webcast that focuses on big data and data integration best practices as well as how to get the most out of your Pentaho 30-day trial.

    Other topics include:

    * A review the components that are part of your trial and best approach to get started
    *A discussion on the best way to connect to your data and manage your analytical pipeline
    * A showcase our library of videos, tutorials and documentation for a smooth trial
    * Highlights of proven best practices to make the most of your 30-day download
  • Big Data Integration & Analytics: Learn More About Pentaho's End-to-End Solution
    Big Data Integration & Analytics: Learn More About Pentaho's End-to-End Solution Jorge Villamariona, Sr. Technical Solutions Manager, Pentaho Recorded: Aug 31 2017 41 mins
    Watch this recorded webinar to learn more about how Pentaho can help you with big data integration and analytics. Other topics include:

    * Pentaho's flexible enterprise-grade platform for blending data across diverse sources, such as Hadoop, NoSQL, relational databases, and enterprise applications

    * Our flexible and interactive business analytics solutions for data exploration, visualization and consumption

    * Embedding Pentaho's full array of business analytics seamlessly into your existing applications to drive data monetization and a better customer experience

    * How customers like Caterpillar leverage Pentaho's end-to-end platform to drive transformational business results and ROI
  • E-Signatures & Digital Lending: How to Move 99% of Customers off Paper
    E-Signatures & Digital Lending: How to Move 99% of Customers off Paper David Smith, Vice President, Application Systems, & Many More.. Recorded: Aug 31 2017 61 mins
    In the sub-prime lending market, speed-to-close determines market share. Join us to learn how an end-to-end digital process with e-signatures transformed OneMain’s lending business – positioning the lender as the largest personal loan company in the U.S. Today,99% of OneMain’s loans are e-signed, enabling them to be closed and funded significantly faster than on paper.

    In this 60-minute presentation, you’ll learn how the company took a phased approach and implemented e-signatures in the call center and online channels, then expanded to the branch network. This year, OneMain will complete its e-signature roll-out to 1,700 branches, where the majority of its loans are transacted.

    Our speakers will share firsthand insights and advice on topics like:

    · Top e-signature requirements, such as security, deployment, scalability
    · Best practices for preparing a national roll-out – including working with regulators on a state-by-state basis
    · Designing optimal workflows for remote vs. in-branch transactions
    · Preparing the branch network for e-signature

    Presenters: David Smith, Vice President, Application Systems, OneMain
    Philip Hannah, Director of IT, OneMain
    Mary Ellen Power, VP Marketing, eSignLive by
    VASCO
  • Factor Research Quarterly: Forecasts & Market Events
    Factor Research Quarterly: Forecasts & Market Events Matthew Peron, Global Head of Equity, and Michael Hunstad, PhD, Director of Research at Northern Trust Asset Management Recorded: Aug 29 2017 31 mins
    Our most recent insights into equity factors around current market events and trends. Find out how timely market events have been affecting equity valuations and returns from the industry experts.
  • Device Intelligence: Going Beyond Old-School Device Fingerprinting
    Device Intelligence: Going Beyond Old-School Device Fingerprinting Kedar Samant, CTO & Co-Founder, Simility Recorded: Aug 23 2017 41 mins
    With old-school device fingerprinting, it’s easy to stop or allow known devices, but with the explosion of the number of new devices and companies engaging customers via multi-channels, the technology falls short in helping you identify transactions that are truly risky or good.

    In this webinar, you’ll see how device intelligence with machine learning allows you to derive more accurate fraud and risk insights from large amounts of device engagement data.
  • E-Signatures in Banking: Looking Beyond the Initial Use Case
    E-Signatures in Banking: Looking Beyond the Initial Use Case - Rahim Kaba, Director Product Marketing – eSignLive by VASCO & Stephen Greer, Analyst – Celent Recorded: Aug 22 2017 59 mins
    Over the past five years, retail and commercial banks, credit unions, and other financial services organizations have been adopting e-signatures for a variety of use cases. As digitization efforts mature and banks realize the benefits in customer experience, compliance and operational efficiency, they are looking for ways to rapidly extend those benefits to every business line, channel and area of the bank. This requires a scalable electronic signature platform that has the flexibility to accommodate the requirements of any business process – from complex, high volume customer-facing processes to simpler internal and B2B signing processes.

    Watch this webinar to learn:
    - The role of e-signature technology in your bank’s digital transformation
    - Top use cases in retail and commercial banking
    - How to build for the future
    - Celent’s e-signature checklist

    Presenters:
    - Rahim Kaba, Director Product Marketing – eSignLive by VASCO
    - Stephen Greer, Analyst – Celent
  • Building the 5th Pillar of an Effective Anti-Money Laundering Compliance Program
    Building the 5th Pillar of an Effective Anti-Money Laundering Compliance Program Alma Angotti, Daniel L. Stipano, John Davidson, Valerie-Leila Jaber, Myrna Olvera Recorded: Aug 10 2017 63 mins
    In May, 2016 the Financial Crimes Enforcement Network (FinCEN) issued final rules under the Bank Secrecy Act to clarify and strengthen customer due diligence requirements for: Banks; brokers or dealers in securities; mutual funds; and futures commission merchants and introducing brokers in commodities. The rules contain explicit customer due diligence requirements and include a new requirement to identify and verify the identity of beneficial owners of legal entity customers.

    Join a distinguished panel of industry professionals to discuss what the rule requires and what it means to your firm. More importantly, the event will include a practical discussion of what firms should be considering and doing in advance of the rule’s May 2018 final applicability date. Topics to be covered include:

    · How do financial institutions (“FIs”) intend to identify and verify Beneficial Owners (“BOs”) and Control Persons (“CPs”)?
    · What is a “customer profile” and what do you do with it?
    · How will the rule affect transaction monitoring, suspicious activity investigations and reporting from both a technology and compliance program standpoint?
    · What risk-based trigger events are FIs considering when updating beneficial ownership information?
  • Webcast: Transform Client Interactions with Digital Onboarding & eSignatures
    Webcast: Transform Client Interactions with Digital Onboarding & eSignatures Glenn Bolstad – Appway, Amruta Dongre – Appway & Mary Ellen Power - eSignLive Recorded: Aug 9 2017 60 mins
    Clients today demand a seamless digital onboarding experience that is high-quality, multi-channel and tailored to meet their needs.

    Customers want simplified and unified interactions, but many advisors are still not interacting digitally. As organizations move to improve automation and eliminate the inherent inefficiencies in manual and paper processes, IT and business leaders are working to remove obstacles from the environment to deliver better onboarding processes and increased client satisfaction.

    Join eSignLive and Appway for this 60 minute webinar on how technologies like e-signature and digital onboarding facilitate seamless client interactions, to empower employees and better serve customers.
  • Do you know what your Cash Processing data is trying to tell you ?
    Do you know what your Cash Processing data is trying to tell you ? Oscar Pinto, and Cleo Mavredis NCR Global Cash Management Specialists Recorded: Aug 3 2017 45 mins
    Struggling with the cost of managing cash in your branch, vaults and self-service network? See how a thorough evaluation of your existing cash replenishment data can pinpoint potential cost savings. NCR’s Marketing and Pre-Sales Global Managers, Cleo Mavredis and Oscar Pinto, will unveil NCR’s secret weapon for Cash Management success - The Data Trial.

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

    The session will be recorded for those unable to attend.
  • High Scale, High Stakes: Adjusting Focus and Investment at the Network Gateway
    High Scale, High Stakes: Adjusting Focus and Investment at the Network Gateway Dan Cummins, Senior Analyst with 451 Research and Tim Chiu, Senior Director of Product Marketing with Symantec Recorded: Aug 2 2017 50 mins
    As cloud continues to erase the network perimeter, it’s more important than ever to align IT infrastructure to track more closely to the businesses it serves.

    As a result, gateway technology choices and investments need to fit the cloud model and fit in terms of security use case, value, and real-world business requirements.

    Join Dan Cummins, analyst with 451 Research and Tim Chiu, Senior Director of Product Marketing at Symantec, for an informative webinar on August 2 to hear a discussion of network security today.

    Agenda:

    - Discussion on the increased dependence on HTTP and HTTPS

    - The limitations of Firewalls in the web and cloud world

    The increasing critical need for web gateways, both on premise and in the cloud, for achieving:

    - Access governance for users and devices

    - Verifiable protection against advanced attack methods

    - Agile risk management and measurable return on investment.

    Important opportunities are at hand right now to integrate network and cloud-based approaches to achieve coordinated and robust anti-malware, privacy, policy and connectivity capabilities, while continuing on a path to flexible, software-defined infrastructure.

    Register Today
  • Webcast: Next Step in the Customer Journey: Expand E-Signature to Multi-Channels
    Webcast: Next Step in the Customer Journey: Expand E-Signature to Multi-Channels Nicole Sturgill, Principal Executive Advisor, Retail Banking – CEB & Rahim Kaba, Director of Product Marketing – eSignLive Recorded: Aug 1 2017 57 mins
    Paper-related processes pose a significant cost to banks and are an inefficient use of employee time. E-signature solutions boost automation for banks, reducing errors and the costs incurred by these paper-dependent processes. Fifty-one percent of retail banking executives expect spending on electronic signature technology to increase over the next two years. Since nearly a quarter of banks that had digital technology in 2016 adopted it in the last two years, lessons can be learned from those that have already made the transition.*

    However, it is not about the bottom line, in a recent study 42% of global customers preferred digital channels however 30% of customers opening an account online had to go to the branch to sign paperwork. Enabling digital account opening for customers with electronic signatures allows for a true end-to-end process. As consumers continue to incorporate digital interactions into their daily activities, retail banking executives have the opportunity to streamline their own processes to improve the customer journey across all delivery channels, including online, mobile, call center and modernizing the in-branch experience.

    Watch this on-demand webinar with industry experts Nicole Sturgill of CEB and Rahim Kaba of eSignLive to uncover:
    - Valuable insights gleaned from CEB’s latest retail banking report
    - How consumers are banking now, including their preferred journeys for account opening and receiving customer support
    - Features, capabilities, and requirements of best-in-class e-signature solutions
    - Examples of how leading banks are incorporating e-signature across their branch, call center, online and mobile channels

    *CEB 2017 Financial Services Technology Survey

    Presenters:
    -> Nicole Sturgill, Principal Executive Advisor, Retail Banking – CEB
    -> Rahim Kaba, Director of Product Marketing – eSignLive by VASCO
  • [Podcast] Ethereum, Goldman’s SIMON, 2 x Sofi news and Consumers & Tech
    [Podcast] Ethereum, Goldman’s SIMON, 2 x Sofi news and Consumers & Tech George Popescu & Ryan Ross Recorded: Jul 26 2017 19 mins
    George & Ryan Talk about 5 articles:

    DBRS Student Loan ABS report
    Goldman Sachs is looking to spinoff one of its tech bets at a $ 75 million valuation
    The State Of Consumers And Technology: Benchmark 2017, US
    SoFi loses another senior executive, as chief revenue officer Michael Tannenbaum departs
    SoFi CEO: Why Ethereum Is Much More Valuable Than Bitcoin
  • Workloads, Data Centers & Cloud Strategy: Market & Technology Trends
    Workloads, Data Centers & Cloud Strategy: Market & Technology Trends Carl Lehmann, Principal Analyst with 451 Research, and Don Davis, Technology Director for Iron Mountain’s Data Center busines Recorded: Jul 25 2017 58 mins
    IT planners have far more options as to where to run their workloads than ever before. On-premises data centers, co-location facilities and managed services providers are now joined by hybrid multi-clouds – a combination of Software-, Infrastructure- and Platform-as-a-Service (SaaS, IaaS, and PaaS) execution venues. All have unique operational, performance and economic characteristics that need to be considered when deploying workloads.

    In this Webinar Carl Lehmann, Principal Analyst with 451 Research, and Don Davis, Technology Director for Iron Mountain’s Data Center business will discuss how industry leading enterprises determine the best execution venues for their workloads by addressing:

    •The market and technology trends that influence workload, data center and cloud strategy
    •How to evaluate the characteristics of various workloads and execution venues
    •How to manage workloads across on-premises and off-premises ecosystems
    Attendees will learn how to formulate an IT strategy that can be used to guide the decision criteria needed for placing workloads on their best execution venues, and enable the migration and ongoing management of workloads across a hybrid multi-cloud enterprise architecture.
  • India states’ finances and borrowings: The other half of the story
    India states’ finances and borrowings: The other half of the story Euromoney Moderator: Rashmi Kumar, Editor, GlobalCapital Asia Recorded: Jul 19 2017 47 mins
    Euromoney Moderator:
    Rashmi Kumar, Editor, GlobalCapital Asia

    Standard Chartered Bank Speakers:
    - Anubhuti Sahay, Head, South Asia Economic Research (India)
    - Nagaraj Kulkarni, Senior Asia Rates Strategist
    - Divya Devesh, Asia FX Strategist

    Overview
    - The rise in SDLs issuance: Deteriorating finances and shift in sources of financing
    - How stressed is FY18 fiscal health amidst farm loan waivers, salary revisions, interest burden and GST?
    - Not all states finances are equal
    - SDL yields: Disconnected with fundamentals. Why?
    - Policy changes: The need of the hour
    - Is the INR overvalued?


    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.
  • 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 Sep 26 2017 8:00 am UTC 105 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.
  • Why sales people fail...and what you can do about it
    Why sales people fail...and what you can do about it Nigel Dunand Sep 26 2017 10:00 am UTC 60 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.
  • 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 Sep 26 2017 4:00 pm UTC 75 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.
  • IR Magazine Webinar - From revenue to reputation
    IR Magazine Webinar - From revenue to reputation IR Magazine and Intelligize Sep 27 2017 3:00 pm UTC 60 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 us on September 27 at 11.00 am EST when we will share a number of key insights regarding the increasingly important role of IR professionals and discuss the most important issues facing public companies today.

    Speakers include:
    - 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
  • 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 Sep 27 2017 5:00 pm UTC 60 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.
  • 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 Sep 28 2017 5:00 pm UTC 60 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
    * Stewart Rogers, Director of Marketing Technology, VentureBeat

    Sponsored by Yodlee
  • 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 Oct 4 2017 5:00 pm UTC 75 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
  • Retail Survival in the Age of Digital Disruption
    Retail Survival in the Age of Digital Disruption Sheryl Kingstone 451 Research, Sudesh Girdhari CenturyLink Oct 10 2017 3:00 pm UTC 60 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
  • Cultivating Your Strategic and Creative Thinking
    Cultivating Your Strategic and Creative Thinking Dr. Ted Marra Oct 18 2017 2:00 pm UTC 75 mins
    Join our guest, Dr. Ted Marra as he introduces his new 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.
  • 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 Sarah Clark, General Manager- Identity, Mitek Systems 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.
  • 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.
  • 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.
  • 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.
  • 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?