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Banking and Treasury

  • Regulatory capital relief: legal framework, expected changes and BRRD impact
    Regulatory capital relief: legal framework, expected changes and BRRD impact Vladimir Maly, partner, Oliver Ireland, senior counsel, and Yulia Makarova, of counsel - Morrison & Foerster Recorded: Sep 24 2018 62 mins
    In this webinar, we will analyse capital relief driven transactions and structures, focusing on the principle purpose of using this tool, the main structures used in the market and the legal and regulatory framework underpinning the relevant structuring solutions. Among other things, this webinar will cover:
    - the most commonly used capital relief driven structures and why the market choses them, including a comparative summary of the structures used in the EU and the US;
    - the existing legal and regulatory framework and expected changes, including potential impact of different Brexit scenarios;
    - BRRD and its implications: how the rules affect structuring and the mitigating techniques investors may explore.
  • ISM Leader: Ruta Misiunaite - Two sales promotions since joining the ISM
    ISM Leader: Ruta Misiunaite - Two sales promotions since joining the ISM Institute of Sales Management Recorded: Sep 24 2018 4 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • ISM Video: Stella Round - My department is accredited by the ISM
    ISM Video: Stella Round - My department is accredited by the ISM Institute of Sales Management Recorded: Sep 24 2018 10 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • ISM Video: Paul Blair - My Biggest Challenges in Sales
    ISM Video: Paul Blair - My Biggest Challenges in Sales Institute of Sales Management Recorded: Sep 24 2018 5 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • ISM Video: Andy Matthews - Why I took an ISM Qualification
    ISM Video: Andy Matthews - Why I took an ISM Qualification Institute of Sales Management Recorded: Sep 21 2018 6 mins
    The ISM is a not-for-profit membership organisation representing sales professionals in the UK and internationally. By supporting sales executives, managers and leaders in their careers, and by improving professional sales standards, we benefit our members, their organisations and, ultimately, the wider economy.

    We advance the reputation and effectiveness of our members by providing them with a range of benefits, including access to OFQUAL-recognised sales qualifications, professional networking opportunities, industry-leading awards, and practical information and advice.

    Whether you’re new to sales or an experienced professional, the ISM will support you throughout your sales career.

    •To Register to ISM Updates, click: https://bit.ly/2wIx066
    •To Register to ISM Webinars, click: https://bit.ly/2PYcDeh
    •For more information about the ISM, click: https://bit.ly/2LX3sYa
    •For more information about ISM Membership, click: https://bit.ly/2PC5KOv
    •For more information about ISM Qualifications, click: https://bit.ly/2wKpN5U
  • The Next 5 Years: What Investors Can Expect
    The Next 5 Years: What Investors Can Expect Jim McDonald - Chief Investment Strategist & Bob Browne, CFA - Chief Investment Officer Recorded: Sep 20 2018 58 mins
    Get an inside look into our new capital market assumptions research
    which identifies the key investment themes shifting the global asset
    allocation, risk and return landscape over the next five years.
  • IR Magazine Webinar – Maximizing the impact of investor targeting techniques
    IR Magazine Webinar – Maximizing the impact of investor targeting techniques IR Magazine and sponsored by Q4 Recorded: Sep 20 2018 61 mins
    Thursday, September 20, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    Investor targeting is one of the most crucial pillars of a strong IR program, and a comprehensive approach can boost your company’s liquidity, visibility and more. Indeed, more than a quarter (26 percent) of the nominees for the recent IR Magazine Awards – Europe 2018 say that if they had more cash, they would spend it on investor targeting. Almost a third (32 percent) say this is where they would dedicate the extra resources if they had a larger team.

    In this webinar, a panel of experts from across the capital markets will look at how investor targeting techniques have evolved in recent years, and look at how they can:
    – Boost the accuracy and ROI of your targeting efforts
    – Fully understand the behavior of your investor base
    – Help to identify new investors or international pools of money
    – Enable your company to remain visible in a post-Mifid II world, or amid other changes to the sell side
    – Save you time through pipeline and workload management
    – Let you report more comprehensively to the board

    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.

    IR Magazine has partnered with Q4 to deliver you this webinar. IR Magazine and Q4 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 may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Q4. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Q4's privacy policy: www.q4inc.com/privacy-policy.
  • DBRS Webinar: Equity Release Mortgages
    DBRS Webinar: Equity Release Mortgages Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Sebastian Hoepfner, Senior Vice President Recorded: Sep 19 2018 31 mins
    The discussion will focus on the growth in the equity release mortgage market and how the product works. It will also cover the way that DBRS looks at the market and how it assesses equity release mortgage pools.
    The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
  • Machine Learning and AI with Liferay
    Machine Learning and AI with Liferay Piotr Swiniarski Recorded: Sep 18 2018 43 mins
    Even if both terms are often used in connection with each other, they do not denote the same thing. Nevertheless, Artificial Intelligence (AI) and Machine Learning are already present in our everyday lives: from smart home entertainment solutions such as Amazon Alexa to partially self-driving cars, personalized product recommendations in online commerce, or fraud detection in the financial sector. Also, companies are already heavily committed to the commercial use of this revolutionary technology.

    A practical and simple way for small to medium-sized companies to take advantage of Machine Learning in their day-to-day business is to use it in combination with an enterprise portal software such as Liferay. The idea behind this is that Machine Learning can be used to automate numerous functions and workflows and thus make them more efficient.

    Companies should rely on a competent development partner when using digital platforms such as Liferay. In addition to professional advice on the selection and design of the most suitable solution, you should ensure that this partner provides complete support for the complex integration and ad-aptation of third-party systems.

    The development partner should also ensure that the portal is always up to date and should provide comprehensive support for migration and upgrades as well as training for administrators and users.

    Liferay offers an ideal platform for deploying Machine Learning applications today, and numerous open source solutions are already available for the development of corresponding models. Best of all, companies can easily leverage their existing IT environment without having to invest in additional hardware or server infrastructure.
  • Managing the Customer Lifecycle through Data Science
    Managing the Customer Lifecycle through Data Science Kedar Samant, CTO and Co-Founder, Simility Johnny Ayers, Co-Founder and SVP, Socure-- Recorded: Sep 18 2018 65 mins
    In the digital-first, data-centric economy, customer behavior has fundamentally changed. Each digital interaction creates valuable customer information that provides businesses with insights about the customer lifecycle.

    But that information, especially personally identifiable and sensitive information, is highly coveted by fraudsters. As a result, breaches are commonplace, identities are continuously compromised and identity fraud is rapidly evolving, putting both customers and businesses at risk.

    With so many layers of identity fraud, the key for businesses is to deploy a solution that is adaptable to their needs, their roadmap and their long-term strategy to make big data and AI the competitive advantage. Join Simility’s CTO and Co-Founder Kedar Samant and Socure’s Co-founder and SVP Johnny Ayers for a discussion that explores the basics of managing digital fraud as well as opportunities to enhance fraud prevention going forward, while balancing the customer experience and regulatory landscape.

    In this presentation you will learn about:

    · How business can harness their digital footprints for better lifecycle management.

    · The unique approach that Similty and Socure are taking to help businesses get a 360 degree view of the end customer.

    · Insights on innovative customers.
  • Introducing Re:Call
    Introducing Re:Call TeleWare Recorded: Sep 18 2018 1 min
    Introducing Re:Call - An App that gives you a second number on your personal phone for business calls and SMS
  • Jim McDonald: The Next Five Years: What Investors Can Expect
    Jim McDonald: The Next Five Years: What Investors Can Expect Jim McDonald - Chief Investment Strategist Recorded: Sep 17 2018 4 mins
    Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
  • IT Incident Response in Financial Services
    IT Incident Response in Financial Services Everbridge and FinTech Futures Recorded: Sep 12 2018 61 mins
    In today’s high demand for digital banking with the explosion of fintech, IT has no choice but deliver first class quality services and of course they need to quickly restore them when they fail. But how can IT respond to this new pressure?

    Everbridge and FinTech Futures have surveyed the industry to create a detailed view on IT response management in banking and fintech, gathering responses from a range of IT professionals in financial services, investment and banking companies.

    In this live webinar, we'll look at:
    How they do things
    What challenges they’re facing
    What the current situation in their company is.
    Join Everbridge’s Mike Beckett to review and address these somewhat surprising results.
  • Understanding Business Continuity and Disaster Recovery
    Understanding Business Continuity and Disaster Recovery Ian Beale, Principal Executive Advisor, Gartner Recorded: Sep 6 2018 62 mins
    This session offers benchmarking on how Risk leaders conduct business continuity processes, and balance these initiatives with risk management objectives.

    Join this webinar and listen to Gartner present our guidance on 3 foundational BCM elements. The webinar is based on our research and best practice insights:
    • The essentials of Business Continuity Management – what are the key components, the BCM lifecycle, the current top threats, who owns BCM and relevant standards
    • Why BCM is critical to every organisation – including a review of recent incidents and their impact plus the benefits of a BCM program
    • How to build a great Table Top exercise to test your BC program – the steps involved, the players needed and our recommendations for success
    These insights can be used to build your BCM program if you are starting and also to review your existing program against our guidance and insights.
  • Iraq's Top Investment & Trade Opportunities in Post-ISIS Era
    Iraq's Top Investment & Trade Opportunities in Post-ISIS Era Ali Mirmohammad, Senior Consultant & Business Development Manager, MENASA, Iran & Iraq, Frost & Sullivan Recorded: Sep 6 2018 42 mins
    Title: Iraq's Top Investment & Trade Opportunities in Post-ISIS Era—A Growing Emerging Market in the Middle East

    Subtitle: Opportunities Across Multiple Industrial Sectors Call for Multi-billion Dollar Investment Within Next Decade

    After three years of combat operations, the war against the Islamic State (ISIS) has ended, and the country is on the path of rebuilding and reformation. The country’s reconstruction, stabilization, and economic diversification efforts entail massive investment in all economic sectors, to the tune of more than USD 900 billion across multiple areas within the next decade. With a large youth population, vast natural and mineral resources as well as a strategic location, Iraq occupies a pivotal position in the Persian Gulf and Middle East region and has the potential to become a significant, cost-effective trading and distribution location.

    Key Takeaways:

    - Identify the most attractive sectors for investment and trade in Iraq.
    - Learn about the business environment, tax regime, available incentives and privileges for foreign companies.
    - Gain valuable insights about the current and future consumer market in Iraq.
    - Explore opportunities across multiple sectors, including oil & gas, food, medical, metal & minerals, energy & infrastructure, etc.
  • ISM Webinar: The Art of Sales and Management
    ISM Webinar: The Art of Sales and Management Laurence Winmill, ISM Fellow Recorded: Sep 4 2018 50 mins
    I keep saying to business owners, C-Suite Executives, Managers and Employees that nothing happens in business until somebody sells something.

    That’s the message of this webinar. Great organisations are those that understand people, create and adapt process and manage with empathy and leadership that inspires everyone in the business to work, breathe and share the core values that underpin everything the brand stands for.

    Sales is all about people and the messages focus on why selling is an emotional experience and the essential human characteristics needed to be successful. It’s not about glittering CV’s or past reputation it’s about what you believe and how persuasive and authentic your messages are during your conversations between you and the client.

    However, structure and processes that keep the business on track are an important part of any organisation’s success and having the right leaders in place that understand people and live and breathe the visions and values of the company is an essential part of the machine.

    Great people, processes that work and inspired leadership is what this webinar is all about.
  • Factor Research Quarterly: Forecasts & Market Events
    Factor Research Quarterly: Forecasts & Market Events Michael Hunstad, PhD, Head of Quantitative Strategies; Andrew Knell, Senior Investment Strategist Recorded: Aug 29 2018 34 mins
    In this quarter's call, our top experts discuss how factors have behaved in the recent market environment. You'll gain insight into:

    •What to expect from small caps in a volatile environment
    •Why your value investments may be underperforming
    •Current factor valuations and forecasts

    Get an inside look at how our top experts are viewing today's biggest headlines through a factor lens.
  • Case Study: making dreams a reality
    Case Study: making dreams a reality Raphael Benggio,Team Leader in Short Term Lending at Masthaven Bank Recorded: Aug 23 2018 4 mins
    Welcome to the first installment in our video case study series, showcasing the work done by our short-term team across Masthaven’s range of lending products.

    We start with one of the most complicated cases we’ve ever tackled – a client wanting to raise funds against four properties, with numerous securities, in order to secure the home of their dreams.

    We assigned our underwriting team to the case, armed them with our Bridging Plus product and tasked them with getting it over the line.

    With some clever thinking, an excellent relationship with our broker and a sprinkling of the human touch, we delivered.

    Here Masthaven’s team leader for short-term lending, Raphael Benggio, talks us through the case.
  • Open Banking in Australia - An Open Forum
    Open Banking in Australia - An Open Forum Seshika Fernando, Head of Financial Solutions, WSO2 and James Bligh - Lead, API Standards Working Group, Consumers, Data61 Recorded: Aug 23 2018 47 mins
    Project deadlines that span a year or two aren’t usually nerve-racking. But, when it means making a significant change to your business strategy, internal systems and technology infrastructure, it can become a head scratcher. This is probably where the banks in Australia stand. Banks are figuring their way around it and there’s a lot to learn. Regardless, no one wants to fall victim and everyone wants to conquer open banking


    This session covers:


    - A Reality Check - Where banks stand in their open banking journeys

    - The Problem Children - What challenges they are facing

    - The Gold Stars - Critical success factors for a killer open banking strategy

    - A Whole New World - The potential of an open data world
  • Blockchain in Public Sector
    Blockchain in Public Sector Dmitry Tyomkin, Head of Innovation Recorded: Aug 16 2018 30 mins
    Blockchain is here to stay and the opportunities in public sector are huge with the applicability of Blockchain properties of advanced security and efficiency. This webinar will explore the Blockchain technology's potential in the public sector.
  • 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)
  • ISM Webinar: How to Build a Powerful Partner Sales Channel & Mistakes to Avoid
    ISM Webinar: How to Build a Powerful Partner Sales Channel & 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
  • Protecting a bond portfolio from duration and volatility
    Protecting a bond portfolio from duration and volatility Chris Bowie, Partner and Portfolio manager at TwentyFour Asset Management Sep 25 2018 8:30 am UTC 45 mins
    Fixed income investors globally face a huge challenge defending returns against rising rates and resurgent volatility. Central banks are on the path to policy normalisation and in all likelihood the low yields of this cycle are now behind us, while bond market volatility has returned with a vengeance in 2018 as markets struggle to navigate an increasingly unpredictable geopolitical climate.

    In this webinar, TwentyFour Asset Management partner and portfolio manager Chris Bowie shows that even within the fixed rate investment grade bond market, there is a mix of assets that can offer protection against these challenging conditions without giving up the potential for absolute returns.
  • The Benefits of NDC Enterprise Software
    The Benefits of NDC Enterprise Software Alastair J. Hogben Sep 25 2018 8:30 am UTC 60 mins
    Join our short briefing call to find out how NCR ATM solutions can help you overcome existing and upcoming regulatory compliance challenges. We’ll share how NDC Enterprise software can be used to:

    •Deliver greater flexibility to introduce new services from core banking or adjacent server systems like Interactive Banker, CxMarketing, and On-US transactions.

    •Replace the states and screens download from the Host (Switch) and remove States and Screens management costs while allowing the flow and interactions to be controlled by the enterprise server instead.

    •Use agile technology and practices to introduce innovative new business services for use with existing Switch based transactions.

    •Re-use digital assets on physical channels to engage with your customers

    •Deliver highly personalized messaging to target key locations, e.g. on- or off-us customers, key sites and specific events.
  • Could millennials be the key to ending the productivity crisis?
    Could millennials be the key to ending the productivity crisis? Mark Elwood, Marketing Director, TeleWare Sep 25 2018 10:00 am UTC 60 mins
    By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.

    Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:

    • Understanding the needs of the millennial worker
    • The key steps to providing the right technology within your digital transformation programme
    • Why mobility and flexible working is the key to hiring and retaining a millennial workforce
    • Demonstrating the proven link between mobility and productivity

    This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
  • How to create the self belief and self confidence to sell brilliantly
    How to create the self belief and self confidence to sell brilliantly Leigh Ashton Sep 25 2018 10:00 am UTC 30 mins
    Key Takeaways:

    This webinar is for you if you struggle with sales or specific sales activities and will open the door to understanding how you get in your own way of sales success...and how to develop a winning sales mindset that attracts success!

    Reasons to Attend:

    -Discover how your thoughts impact on your sales results
    -Learn how to identify your inner barriers...and how to eliminate them
    -Create your personal way of generating consistently great sales

    Many people feel uncomfortable selling. Part of it is to do with rejection – people saying “no” to you.

    Another part of it is to do with ethics – we don't want to be seen to be taking people's money!

    However, selling is not what it used to be.

    You can only succeed – in the long term - if you give value and help customers.
  • IR Magazine Webinar - Keep control of the company narrative in social media age
    IR Magazine Webinar - Keep control of the company narrative in social media age IR Magazine and sponsored by Bloomberg Sep 25 2018 3:00 pm UTC 60 mins
    This webinar will explore how it is vitally important to keep a consistent and unified narrative across and throughout the organization when a crisis hits on social media.

    Explore the examples of crisis situations:
    The recent abusive Elon Musk twitter postings and the Papa John’s racist storm:
    What went wrong for these to happen?
    How could these have been dealt with more effectively from an IRO perspective?
    Is there a limit to how the IRO can control the company narrative once these comments have been made?

    Team working and strategy:
    Why IROs should monitor social media posts about their companies.
    How can this be done effectively?
    How can the IRO put social media at the heart of the overall IRO strategy?

    A practical guide to different approaches to social media posting:
    The instant reply: ensuring a comment is addressed immediately, in real time.
    The promotion of the company via positive PR and good news
    The CEO commenting on the business: a good use of senior management being involved and visible
    The IRO addressing a specific audience: keeping on message and ensuring a select audience knows the established company message
    Explore in turn, the benefits of each approach

    The IRO dilemma: social media scope and limits
    What is suitable for the IRO to convey on social media? Even in a crisis.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg 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 may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy/.
  • How fintech is using voice and chat to revolutionize customer experience
    How fintech is using voice and chat to revolutionize customer experience Frank Coates, Executive Managing Director, Envestnet | Yodlee Analytics Sep 27 2018 5:00 pm UTC 60 mins
    Digital assistants like Amazon Echo and Google Home are changing consumers’ expectations on how they interact with all kinds of companies. So it’s no surprise that financial institutions and other financial service providers are racing to keep up and optimize their customers’ current user experience with flexible and contextualized voice and chat capabilities.

    But while investment in these types of conversational technologies continues to grow, there is still confusion about how much these technologies can really drive digital engagement and streamline customer communications.

    Don’t miss this chance to understand how voice and chat conversational technologies are creating a more engaging and meaningful experience for your customers.

    Webinar attendees will learn:
    * How are conversational technologies changing the financial services landscape?
    * Things to consider when looking to deploy a voice-enabled solution.
    * How can Voice and Chat support a broad range of financial wellness solutions?
    * Capitalizing on conversational interfaces to capture and improve customer loyalty.

    And much more…

    Speakers:
    * Frank Coates, Executive Managing Director, Envestnet | Yodlee Analytics
    * Ken Dodelin, VP Conversational AI Products, Capital One
    * Sandi Boga, Director, Product Innovation, ATB Financial
    * Evan Schuman, Moderator, VentureBeat

    Sponsored by Yodlee
  • Your customer journey is broken and here are three things to help you fix it
    Your customer journey is broken and here are three things to help you fix it Nevil Tynemouth, ISM Champion Oct 2 2018 10:00 am UTC 30 mins
    Key Takeaways:

    Let’s face it: There are many fragile – and oftentimes broken – moments in the customer journey.

    Departmental handoffs and changes in the channel, for instance, add complexity and threaten to derail purchases and sometimes harm loyalty.

    So how can you bridge those gaps and deliver the seamless experience your customers really want?

    Reasons to Attend:

    While the customer journey is fraught with troublesome grey areas, don’t fret. Focus on the following areas instead:

    -Awareness
    -Interest
    -Consideration
    -Action
    -Use
    -Advocacy

    This is based on our work on the psychology of consumer behaviour.

    The real customer journey, challenges you to see things from your clients and customers perspectives.

    We look at the emotional drivers and associations your consumers and potential consumers have.

    We will introduce you to the green line and what you need to do to put your customers in a positive emotional state and how this benefits your business.
  • Why don’t your salespeople do what they need to do?
    Why don’t your salespeople do what they need to do? Mike Lever, ISM Champion Oct 9 2018 10:00 am UTC 30 mins
    Key Takeaways:

    Are your salespeople not feeling the love from their prospects?

    Struggling to have long and meaningful conversations on the phone? They are not alone.

    In this webinar, we will explore why you and your sales team might be avoiding the things you really need to do.

    We will look at confidence and comfort zones in a selling environment.

    You will also get an introduction to the ABCD of you, your Awareness, Bias, Comfort zone and Decision-making.

    This is a must if you and your salespeople need to know more about what makes you tick

    Discover how you might go about improving your personal performance.

    Reasons to Attend:

    To be effective, they must understand the game has changed and their approach needs to change too - discover that:

    -Self-service has redefined sales
    -Prospects need a trusted advisor
    -Meaningful conversations are key to closing
    -Close the distinction between sales and marketing

    You need to adopt it sooner than you think, as the self-service world is not going away - and your competitors know this too.
  • Overpromised & Underdelivered: Common Misconceptions About AI for Banking
    Overpromised & Underdelivered: Common Misconceptions About AI for Banking Finn AI & FinTech Futures Oct 9 2018 5:00 pm UTC 60 mins
    Connecting with your customers using conversational AI can be a game-changer for your bank. Customer satisfaction scores will skyrocket, brand loyalty will increase, and people will take control of their money and empower themselves financially like never before.

    So where are all the success stories?

    You’d be surprised how often banks get it wrong. Not because of the technology, but because their expectations are unrealistic and often the reason they fail.

    Join Dan Latimore, Senior VP at Celent and Ben Terrill, VP of Customer Success at Finn AI, on Tuesday October 9th to learn the truth behind conversational AI for banking. These experts will examine the most common misconceptions that could tank your bot deployment. Avoid these pitfalls and write your own AI success story.

    • Slow and steady wins the race – why quick wins aren't long term successes
    • You can’t set it and forget it – understanding that AI isn't self-sufficient
    • Bots are NOT Conversational Assistants - knowing the difference can make all the difference
    • A good relationship needs to be cultivated – how to optimize customer adoption and interaction post- launch
    • Cross-bot integration is hard – when to consolidate multiple deployments
  • Find Fraud’s Fingerprints in Machine Data
    Find Fraud’s Fingerprints in Machine Data Gleb Esman, Senior Product Manager, Fraud Analytics and Research Matthew Joseff, Senior Security Specialist Oct 10 2018 1:00 pm UTC 60 mins
    With the digitalization of our lives, organizations are creating new online services at a faster pace than ever before. Every organization is constantly developing and adding new services, leaving themselves vulnerable to fraudulent activities. The pressure is placed on fraud teams to stay informed and ahead of attackers, who are always creative to exploit new vulnerabilities.

    Join this webinar to learn:

    ● How to recognize examples of fraudulent activities in your environment
    ● How to more quickly find anomalies of transactions or behaviors of accounts that are fraudulent, acting fraudulently or being taken over
    ● Recommendations and best practices on how to get started detecting fraudulent patterns and activities
    ● How using machine data and Splunk’s analytics-driven security platform can help you onboard new data at the speed of the business to ensure that your fraud teams can detect and investigate quickly
  • DFTP and Hong Kong – Identify an efficient jurisdiction for aircraft leasing
    DFTP and Hong Kong – Identify an efficient jurisdiction for aircraft leasing Dewey Yee, Aergo Capital | Tejaswi Nimmagadda, King & Wood Mallesons | John Timpany, KPMG | Kevin Butler, TMF Group Oct 11 2018 8:30 am UTC 75 mins
    The past decade has been a golden age for China’s aircraft leasing industry. FlightGlobal research shows that today Chinese capital accounts for over 28% of the total capital deployed by aircraft lessors. Eight China-based leasing companies are listed on the Airfinance Journal Leasing Top 50, which ranks lessors by fleet value.

    Choosing the right geographical location for aircraft leasing structures plays an essential in lessors’ strategic planning. While Ireland remains the number one jurisdiction for structuring aircraft transactions, other jurisdictions have been introducing new regimes to attract aircraft leasing business. Examples in Greater China include the Dongjiang Free Trade Port (DFTP) and the Hong Kong SAR Government.

    Founded in 2009, the DFTP has adopted preferential policies to allow DFTP-based lessors to enjoy tax rebates, lease payments in foreign currency and more efficient cross-border operations. As of June 2018, the DFTP has completed the delivery of 1,200 aircraft worth over RMB 450 billion, according to DFTP data. Meanwhile, Hong Kong is quickly catching up.

    In June 2017, Hong Kong’s legislature passed a tax reform bill lowering the effective tax rate for aircraft lessors to 1.65%. Within six month of the reform, ICBC Financial Leasing had launched its Hong Kong leasing platform and successfully closed a transaction under the new tax regime.

    This one-hour webinar will bring together industry experts to examine how lessors can take advantage of the benefits of the DFTP and Hong Kong.

    Key discussion points include:
    - How important is tax in choosing a location for an aircraft leasing platform?
    - What differentiates the DFTP model from other FTZs in China?
    - How the aircraft leasing industry went about the Hong Kong tax regime and what lies ahead?
    - How can DFTP and Hong Kong complement to create greater value to the industry?
  • Downside Protection in Emerging Markets Equities
    Downside Protection in Emerging Markets Equities Jin Zhang, Portfolio Manager in our Quality Growth Boutique Oct 11 2018 8:30 am UTC 45 mins
    Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.

    With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
  • Key Considerations in Rating C-PACE ABS
    Key Considerations in Rating C-PACE ABS Chris D'Onofrio Oct 11 2018 2:00 pm UTC 75 mins
    Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from Lain Gutierrez, Senior Vice President, U.S. ABS. The discussion will cover evaluating underwriting guidelines across various PACE programs, understanding differing state approaches to program validation, assessing legal requirements at the assessment level (i.e. local opinions), and determining the impact of pool concentrations.
  • Why is sales coaching such a misunderstood development tool?
    Why is sales coaching such a misunderstood development tool? Mike Lever, ISM Champion Oct 16 2018 10:00 am UTC 30 mins
    Key Takeaways:

    More than ever, sales teams are struggling with unqualified leads, missed sales goals, and lost opportunities.

    Increasingly, company and sales leaders are turning to coaching as a solution.

    And, why not? Executive and personal-effectiveness coaching have historically yielded great results.

    What we commonly see are sales managers and leaders who:

    -Don’t have time to coach
    -Aren’t sure what sales coaches are supposed to do
    -Don’t have access to the tools and resources that can help them get the most of coaching
    -Don’t establish a consistent rhythm of coaching conversations
    -Can’t lead a great coaching conversation

    Reasons to Attend:

    This webinar explores the clear link and transferable skills from selling to coaching.

    We will bust some of the myths about coaching and show how you can turn on your coachees (the person you are coaching) internal voice.

    We will share with you our experience of supporting new directors, managers, and supervisors taking a coaching approach by learning to ask not tell.
  • Commercial Aviation Sector Update and Outlook
    Commercial Aviation Sector Update and Outlook Chris D'Onofrio Oct 23 2018 2:00 pm UTC 75 mins
    Hosted by Chris D’Onofrio, Managing Director, U.S. ABS and David Laterza, Senior Vice President, U.S. FIG, the discussion will also feature commentary from Mark Hirshorn, Senior Vice President, U.S. ABS. Key topics to be discussed include aviation industry performance, aircraft liquidity, lessors and their financing alternatives, developments in DBRS's aircraft and aviation-related methodologies.
  • Mitigating the Risks and Impact of Changing Sanctions Regimes
    Mitigating the Risks and Impact of Changing Sanctions Regimes Mark Dunn Oct 30 2018 1:00 pm UTC 60 mins
    This webinar give you a practical insight into sanctions, enforcement and steps to consider to help address business risks. Some of the topics covered include:

    •What are sanctions?
    •Case study I: Enforcement within the financial services sector
    •Case study II: Enforcement within the corporate sector
    •Sanctions policy checklist and key considerations in using sanctions screening tools
  • Agile Selling in the Age of the Informed Buyer
    Agile Selling in the Age of the Informed Buyer Richard Barkey, CEO & Founder - Imparta Nov 6 2018 11:00 am UTC 30 mins
    The team at Imparta believes that Agile approaches – which have transformed the world of software development – are hugely applicable and significant to selling and to sales team development. In this session, Richard will provide insight into how an Agile salesperson can maximise value creation and win rates, and how Agile approaches can drive superior returns from sales training, especially when enabled by technology.
  • The personal nature of productive technology
    The personal nature of productive technology Iain Sinnott – Sales and Marketing director – VanillaIP Jan 29 2019 11:00 am UTC 30 mins
    Key Takeaways:

    Technology is constantly evolving, and businesses are becoming more and more dependent on technology to run their businesses efficiently.

    Technology is transforming businesses and disrupting entire industries. One of those industries that has been heavily affected is sales.

    From prospecting to closing, today’s mobile, social, big data, and cloud technologies are revamping the sales process in ways that would have been unthinkable only a few decades ago.

    As a result, many sales organizations are embracing new technologies to drive productivity, profitability, and competitive advantage to revamp the sales process.

    With that in mind, here’s a look at some of the technological tools organizations are using to streamline the selling process:

    -Big Data
    -Social Platforms
    -Sales Force Automation Systems
    -Cloud-based CRM Technology
    -Mobile technology

    Reasons to Attend:

    -Why individuals need to be involved in the choice of business productivity tools
    -The different benefits different users derive
    -Why learning to work with salespeople is the best way for buyers to avoid white elephants

    Technology is constantly reinventing and improving, and the world is being constantly reinvented around it.
  • How to Write an Effective Sales Email
    How to Write an Effective Sales Email Niraj Kapur – Author Amazon bestseller, Everybody Works in Sales Feb 5 2019 11:00 am UTC 30 mins
    Key Takeaways:

    90% of businesses can’t write an effective email. You will learn the 5 things you must never do and the key things you must include when writing an email

    Email is the most common form of communication in business. Everyone sends emails, yet the response is getting less and less since people inboxes get clogged up. How do you stand out from everyone else?

    Reasons to Attend:

    Break up the length by having one very short sentence after any longer ones. This helps people slide through your email with ease and eliminates friction. So much sales training concentrates on technique, body language, asking open-ended questions, and more. Working on your writing might not seem as flashy or trendy. And to be sure, it’s an investment of time and money. But like any sound investment, it can impact your bottom line in rich, rewarding ways.
  • FinTech Opportunities in the UK and Beyond: The VC Perspective
    FinTech Opportunities in the UK and Beyond: The VC Perspective Innovate Finance Aug 1 2019 1:00 pm UTC 60 mins
    Innovate Finance will deliver a webinar focussed on venture
    capital investment in FinTech from a transatlantic perspective, bringing together leading international VCs to explore the changing FinTech investment landscape, the perfect startup pitch and what and who to watch in 2018.