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Banking and Treasury

  • Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Lauren Crossett, Ramprasad ‘RP’ Sandilya, Julie Coin Recorded: Jun 4 2020 61 mins
    June 4, 2020 | 1:30 pm ET

    -Lauren Crossett, Wealth Vertical Lead, Plaid
    -Ramprasad ‘RP’ Sandilya, VP, Business Development, Wealth & BPO at Broadridge
    -Julie Coin, President, DriveWealth

    What you’ll learn:
    -The impact of evolving investor expectations on your practice
    -How to leverage emerging technologies to grow assets under management through improved account portability
    -How COVID-19 is changing what people demand from financial services and what it means for wealth management’s digital transformation

    Wealth management is an incredibly sticky service, with little customer churn. Few services organically increase per-customer revenue over time in the way that AUM fee-based wealth management does. In spite of this value, wealth management is becoming increasingly commoditized. Downward pressure on fees continues and we are approaching the end of paid trades. Consolidation of the advisory space has not occurred—rather, it has become more competitive—with robo advisory services and breakaway RIAs providing investors with a seemingly growing number of wealth management options.

    So what can wealth management firms do to compete and stand out in this increasingly commoditized market? Firms must put a continued emphasis on delivering best-in-class digital experiences. From account opening and funding to ongoing holistic financial advice, everything must be easy, seamless, and value additive for retail investors. This webinar will explore some of the ways in which firms can work with technology vendors to revamp their digital experiences in order to accommodate investor expectations and behaviors—both of which are rapidly evolving in real-time due to the COVID-19 pandemic.
  • Don’t let the Attackers Weaponize Fear: Malware in the time of COVID-19
    Don’t let the Attackers Weaponize Fear: Malware in the time of COVID-19
    Diana Kelley, Cybersecurity Field CTO, Microsoft, Michelle Drolet, CEO, Towerwall Recorded: Jun 4 2020 49 mins
    Don’t let the Attackers Weaponize Fear: Malware in the time of COVID-19
    Wherever we turn it feels like the news is all COVID-19 all the time. Many of us are feeling stressed and overwhelmed and attackers know it. At Microsoft we've seen an increase in the success of phishing attacks, one of the common vectors for malware and ransomware infections. Rather than inventing entirely new exploits, attackers are pivoting their existing infrastructure for ransomware and other malware delivery tools to COVID-19 focused lures to get us to click. In this talk we'll share insights into how the attackers have shifted their lures and provide recommendations for improving detect and response times to reduce the likelihood these attacks will work.
  • Think like a brand, not like a bank.
    Think like a brand, not like a bank.
    Liz High, VP of Strategy and Insight, Metia Inc. Recorded: Jun 4 2020 43 mins
    Unleash your marketing mindset: Accelerate digital transformation in a time of change

    Join Liz High, VP of Strategy and Insight at Metia for exclusive access to a new study that shows why marketers hold the keys to creating meaningful digital experiences in a post Covid-19 world. The survey of 500 senior financial marketers in the U.S. and Europe reveals compelling evidence that applying marketing discipline can unleash the true potential of your digital transformation investment.

    Liz High, VP of Strategy and Insight, Metia Inc.
    Liz is a passionate, data-driven strategist who has been working at the intersection of insight, design, data, and technology for almost thirty years. She specializes in creating powerful marketing programs, meaningful brands, and world-class customer experiences for a variety of clients, from global enterprises to ambitious startups. Liz has worked for almost every industry but specializes in financial services and technology.

    Increasingly, Liz brings her experience, thought leadership, and proven marketing models to banks and credit unions that are struggling to define what digital transformation should mean for them and their customers. Her approach helps identify the optimal combination of technology, culture, brand storytelling, and marketing execution to deliver meaningful digital banking experiences that drive loyalty and measurable return on investment.
  • FICO Webinar:Turn Your Software Platform into a Digital Transformation Launchpad
    FICO Webinar:Turn Your Software Platform into a Digital Transformation Launchpad
    Darcy Sullivan, VP, EMEA Marketing FICO; Richard Lagerweij, VP & Managing Director Growth Industries and DMS at FICO® Recorded: Jun 4 2020 57 mins
    FICO Webinar: Turning Your Software Platform into a Digital Transformation Launchpad
    Thursday, June 4th, 2020
    2pm BST / 3pm CEST / 9am EDT
    Complimentary Webinar
    60 Minutes
    Presenter: Richard Lagerweij, Business Development Lead, FICO Decision Management Solutions

    To successfully complete a digital transformation—or to simply protect themselves from a digital disruption—businesses must ensure that customer-facing actions happen expeditiously. Each customer touchpoint must factor in all relevant data, reconcile all inter-implications, and produce the highest expected ROI. In an effort to create these fast, optimized customer engagements, many organizations merely network their disparate vital decision assets, which means their systems often still aren’t truly interoperable in real-time. Thus, despite substantial investments, enterprises find themselves falling behind in the digital race to attract and retain customers. Fortunately, it’s not too late to achieve lift-off.

    Register for this live webinar to learn how a platform strategy will launch your business into a superior digital transformation that accomplishes all of your objectives and exceeds your ROI. Join Richard Lagerweij, FICO’s Business Development Lead for Decision Management Solutions, as he discusses how a platform approach powers the smartest, fastest, most profitable decisions.

    If you have a stake in your firm’s digital strategy, you won’t want to miss what Richard has to say. Register for our webinar today!
  • Premier Optimum Income Fund webinar with Eric Moore and Geoff Kirk
    Premier Optimum Income Fund webinar with Eric Moore and Geoff Kirk
    Eric Moore and Geoff Kirk Recorded: Jun 4 2020 35 mins
    Eric Moore and Geoff Kirk, co-managers of Premier Optimum Income Fund, will discuss how they invest to achieve the target yield of 7% per annum from a combination of dividends from an actively managed UK equity portfolio, and enhanced using an actively managed covered call option strategy.
  • Worldline e-Payments Challenge 2020 [Option 1]
    Worldline e-Payments Challenge 2020 [Option 1]
    Anne-Céline Muller (Worldline), Michael Petiot (Worldline), Adélaïde Hervagault (BeMyApp), Christophe Remillet (Onevisage) Recorded: Jun 4 2020 45 mins
    Welcome to Worldline e-Payments Challenge webinar ! FinTech from all around Europe are competing to get a chance to take part in the next edition of the e-Payments Challenge in September. Thanks to this webinar you will be able to learn and discover more about this thrilling 3-days co-innovation journey which would allow you to work hand in hand with Worldline customers and experts. You will get the chance to have all key stages presented to you, from the application day to the pitching session. You want to know what’s in it for you ? Then take part in the webinar and learn about all the opportunities and advantages that the e-Payments Challenge could bring to you!
  • Strategies for Improving Cash Flow and Strengthening Accounts Receivable (AR)
    Strategies for Improving Cash Flow and Strengthening Accounts Receivable (AR)
    Eduardo Lopez, Paystand Recorded: Jun 3 2020 32 mins
    Companies are working hard to navigate the business challenges COVID-19 has created. Revenue targets are being reassessed, work environments are changing, and finance teams are looking for ways to operate faster, leaner, and more efficiently to address both short and long-term sustainability.

    During these times, it's critical for businesses to focus on expediting payment collection and managing cash flow more effectively. This is a key business success factor at any time, but it’s especially important during an economic crisis.

    Join us for our webinar on "15 Strategies for Improving Cash Flow and Strengthening Accounts Receivable (AR)". You'll learn how to gain control over delayed payments and leave with actionable tips on short and long-term cash flow solutions for your business.
  • IR Magazine Webinar – Understanding how your investor base has changed
    IR Magazine Webinar – Understanding how your investor base has changed
    IR Magazine and Q4 Recorded: Jun 3 2020 56 mins
    The volatility in March and April caused significant disruption to shareholder bases, with recent research from Bank of America Merrill Lynch suggesting that investors are holding on to record levels of cash. As a result, many issuers are now faced with the prospect of communicating and attracting new investors, which will require a fresh look at the company story. At the same time, the current market state has left many companies in a vulnerable position, increasing the risk of activism.
    In this webinar we will discuss:
    •Using new tools to analyze your shareholder base
    •How to shape your story based on changes to your shareholder base
    •Early warning signs for activist investors
    •Recommendations for targeting new investors and engaging with existing investors

    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
  • Video
    Video
    Darcy Sullivan, VP, EMEA Marketing FICO; Richard Lagerweij, VP & Managing Director Growth Industries and DMS at FICO® Recorded: Jun 3 2020 43 mins
  • How a Measured Approach is Leading the Way for the Growing Crypto Economy
    How a Measured Approach is Leading the Way for the Growing Crypto Economy
    Jesse Spiro, Global Head of Policy at Chainalysis Recorded: Jun 3 2020 46 mins
    Few markets have embraced blockchain technology while rolling out regulations as quickly and seriously as the United Arab Emirates. As the UAE positions itself as a global hot spot for the safe adoption of cryptocurrency, Wai Lum Kwok leads the oversight of digital assets and other financial products in his role as the Senior Executive Director, Capital Markets at Abu Dhabi Global Market (ADGM). In this virtual “fireside chat,” Chainalysis Head of Global Policy Jesse Spiro sits down with Senior Executive Director Kwok to discuss opportunities and challenges in the MENA market, how ADGM approaches regulatory frameworks, why the UAE prioritizes blockchain, and more.

    About Wai Lum:
    Wai Lum joined the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM) in June 2015. He heads up the Capital Markets division responsible for authorisation and supervision of financial market infrastructures and capital markets intermediaries. The division also regulates the offering of securities and collective investments schemes. Wai Lum also spearheads FSRA’s strategy and efforts to support the supervision of innovation in Financial Technology (FinTech) and development of the FinTech ecosystem in ADGM. Wai Lum has more than 10 years of supervisory experience. Prior to ADGM, Wai Lum served as the Director of the Capital Markets Intermediaries Division of the Monetary Authority of Singapore.

    About Jesse:
    Jesse Spiro is the Global Head of Policy for Chainalysis. Previously, he was the Head of Threat Finance and Emerging Risks for Thomson Reuters/Refinitiv, where he oversaw global engagement and research on threat finance, including terrorism, proliferation, cyber crime, organized crime, smuggling, trafficking. He is a 2018 National Security Fellow at the Foundation for Defense of Democracies, a member of the Intelligence and National Security Alliance (INSA) Financial Threats Council, and on the U.S. Chamber of Commerce Human Trafficking Task Force.
  • Coronavirus: weekly investment update 01/06/20
    Coronavirus: weekly investment update 01/06/20
    Neil Birrell Recorded: Jun 2 2020 10 mins
    In this week’s update, Neil Birrell, Premier Miton’s Chief Investment Officer and manager of the Premier Diversified range of funds, discusses what has been happening within equity markets over the last week and the decisions of the fund managers who manage the investments in their specialist asset classes within the Diversified funds.
  • GRC Interview with Jim Wetekamp, CEO at Riskonnect
    GRC Interview with Jim Wetekamp, CEO at Riskonnect
    Jim Wetekamp, CEO at Riskonnect Recorded: Jun 2 2020 17 mins
    Learn how organizations are preparing to adapt to the new normal and how risk managers should stay the course during this COVID-19 crisis time.
  • Crime Rings: The Intersection of Fraud and Money Laundering
    Crime Rings: The Intersection of Fraud and Money Laundering
    Verafin Recorded: May 29 2020 55 mins
    Presented by Verafin

    Banks and credit unions are facing significant challenges to prevent financial crimes, such as money laundering and terrorist financing, as criminals become more sophisticated in their efforts to evade detection.
     
    From criminal groups amassing millions in illicit profits by orchestrating online fraud schemes, to Human Trafficking, Human Smuggling, and Drug trafficking organizations using mule networks to facilitate the movement of criminal proceeds across borders — crime rings operating across multiple institutions are a real and growing threat.
     
    Join us for this educational webinar, as we provide insights into the trends and typologies of crime ring activity. We will discuss the intersection of fraud and money laundering activity in the context of organized criminal networks and provide real-life examples
     
    In this educational webinar, you will learn:
    - The role of fraud schemes in funding criminal organizations
    - Tactics used by criminal groups to move illicit funds through the US financial system
    - Walk through of real-life examples of crime rings that span multiple institutions
    - How technology and collaboration can overcome the challenges of a single institution’s limited view of activity.
  • LIBOR in Lending and Capital Markets – thriving in a post-LIBOR world
    LIBOR in Lending and Capital Markets – thriving in a post-LIBOR world
    Helen Orton - Finastra, Iain Scott - Finastra, Rei Shinozuka - Home Loan Bank of New York Recorded: May 29 2020 54 mins
    Learn about the tools, technology and processes needed to thrive in a post-LIBOR world.

    Join Finastra's Helen Orton and Iain Scott, along with Rei Shinozuka of Home Loan Bank of New York, who will be discussing:

    • The latest industry developments, including the impact of COVID-19 on transition plans and the state of market preparedness
    • The borrower’s conundrum: fixed or floating rates?
    • Possible changes in loan calculation demand
    • The tools and technology needed to effectively manage the transition
  • Q&A Panel: How to Stay Cybersafe in 2020
    Q&A Panel: How to Stay Cybersafe in 2020
    Michelle Drolet & Arun Subramoniam Towerwall, Inc., Chris Chaves, Sophos Recorded: May 28 2020 57 mins
    Cyberthreats morph rapidly as they try to stay ahead of our defenses; wearing new disguises and breaking down virtual barriers in unique ways. As such, the answer to, "How do I remain secure?" changes as quickly as the cyberthreats we face.

    Join us for an interactive Q&A Panel with experts Chris Chaves of Sophos, and Michelle Drolet and Arun Subramoniam of Towerwall. Engage in a discussion on staying safe in the evolving threat landscape. They'll provide the multi-layered answer to, "How do I stay cybersafe in 2020?", including:

    • What you can do today to remain secure
    • The types of threats Sophos Labs is seeing recently
    • What we know about COVID-19 scams
    • How to correct your security posture
  • Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Andrew Lin Recorded: May 28 2020 50 mins
    DBRS Morningstar invites you to join a 40-minute discussion on the impact that the COVID-19 pandemic has had on global transportation infrastructure. During the webinar, senior analysts from the DBRS Morningstar Infrastructure Fiance team will focus on the pandemic’s impact on traffic volumes of toll roads, airports and container ports.
    The analysts will also present their outlook on the three sectors over the coming months and years. From a credit perspective, the analysts will summarize key business risks and financial ratios that DBRS Morningstar uses when rating companies and projects in these sectors, and will present case studies on some of the key issuers that they work with.
    The webinar will be followed by an interactive question-and-answer session.
  • La puissance de l’écosystème des Apps partenaires. Épisode 2
    La puissance de l’écosystème des Apps partenaires. Épisode 2
    Wanig Le Pennec Recorded: May 28 2020 26 mins
    Optimisez vos virements internationaux et évitez la fraude à l’IBAN avec Transfermate & Sis-id
  • IR Magazine Webinar – How to navigate the new normal for investor targeting
    IR Magazine Webinar – How to navigate the new normal for investor targeting
    IR Magazine and Q4 Recorded: May 28 2020 55 mins
    After surviving an earnings period like no other, IROs are now faced with targeting and engaging investors in this ‘new normal’. Until there’s a vaccine or alternative treatment for Covid-19, there will continue to be a heavy reliance on virtual meetings as a means of engaging investors. This is driving many companies to think about how they can use the technology to their advantage and make the most of the virtual format.

    In this webinar we will discuss:

    - The mid-term outlook for the corporate access landscape
    - How companies are beginning to think about virtual investor targeting
    - How the new landscape can be turned into a positive for issuers looking to target previously hard-to-reach investors

    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
  • Modernizing Your Payments Business with SWIFT gpi
    Modernizing Your Payments Business with SWIFT gpi
    FinTech Futures and Volante Technologies Recorded: May 28 2020 61 mins
    Hello Reader,

    SWIFT gpi is the future of cross border payments. As the trend continues toward global interoperability between financial institutions, banks urgently need to improve their ability to move money quickly, transparently and in a cost-effective manner while optimizing intraday liquidity. Today, over 56% of all SWIFT payments already pass through gpi.

    To modernize their payments capabilities and capitalize on these benefits, banks need to make SWIFT gpi available to their customers, and fast; the deadline to comply with the confirmation of payee mandate is November 2020. Additionally, there are compelling reasons to go beyond just compliance to take full advantage of what gpi has to offer.

    In the webinar Modernizing Your Payments Business with SWIFT gpi we’ll explore:

    The benefits of gpi and latest information on the network
    The pros and cons of different approaches to meeting the compliance date and connecting to SWIFT gpi

    Real world examples of banks that have connected to the network and their experience with gpi
  • FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    Marlies Van Boven, FTSE Russell; Kilian Thevissen, National Grid UK Pension Scheme; Fadi Zaher, LGIM Recorded: May 28 2020 46 mins
    The FTSE Target Exposure Indexes are a suite of benchmarks and investable indexes designed to target specific characteristics—such as factor, climate and ESG exposures—while minimizing all off-target, consequential exposures. Target exposures are completely flexible and can be combined to cater to specific client objectives.

    The FTSE Target Exposure Indexes were launched at the end of 2019 with the FTSE All-World Target Exposure Qual Vol Factor Index being adopted by National Grid UK Pension Scheme, a UK-based defined benefit pension fund, with LGIM serving as the investment manager.

    During this webinar we will learn about National Grid UK Pension Scheme's investment objectives and how FTSE’s Target Exposure index solution helped to meet those objectives.

    Speakers:

    • Moderator: Paul Alakija, director, asset owner group, FTSE Russell
    • Kilian Thevissen, investment manager, National Grid UK Pension Scheme
    • Fadi Zaher, head of index solutions & investment specialists, LGIM
    • Marlies Van Boven, PhD, managing director, Research and Analytics, FTSE Russell
  • Manage Workforce Safety and Readiness: Dealing with Returning to the Workplace
    Manage Workforce Safety and Readiness: Dealing with Returning to the Workplace
    Josh Seeman, Senior Director of Solutions Sasha Cassidy, Solutions Success Manager Recorded: May 28 2020 31 mins
    Human Resources and Crisis Management teams, already strained by the COVID-19 pandemic, must now start planning how to return the workforce to the workplace. These transitions will be complex. HR pros will need to establish their own internal policies and procedures, while navigating a variety of potential national and regional government regulations.

    Based on our Low-code automation platform, Appian offers a Workforce Safety and Readiness application that can be implemented quickly to support this need; including:

    A unified command center to safeguard the health and safety of employees. Employers can see and manage the health and work status of all workers, by geography and department, in real time.
    Fast, easy workforce screening with employees using a simple web or mobile interface to submit and update personal health and risk data required by local law and by corporate policy.
    Support for phased return-to work that allows organizations to implement a safe, phased approach for return to a physical workspace.
    Fast issue resolution for exceptions or appeals, that can be quickly managed by HR using built-in case management capabilities.
    Privacy and security with an application that runs on the Appian HIPAA-compliant cloud and helps protect sensitive employee health data.
    Watch this webinar for an overview and demonstration of how Appian can support organizations’ return to the workplace.
  • Regulatory State of Play
    Regulatory State of Play
    Innovate Finance Recorded: May 28 2020 62 mins
    We will hear from our leading Regulatory Compliance experts highlighting the key regulatory responses to COVID-19, regulatory developments underway and the opportunities available to FinTechs. This will be followed by Deloitte & Corlytics showcasing RegHub, our Regulatory compliance solution.
  • LF Miton UK Multi Cap Income Fund webinar with Gervais Williams
    LF Miton UK Multi Cap Income Fund webinar with Gervais Williams
    Gervais Williams Recorded: May 28 2020 39 mins
    In this webinar, Gervais will cover the current investment outlook, recent portfolio activity and portfolio positioning, whilst paying particular attention to UK dividends.
  • Cloud momentum is building: Are you ready?
    Cloud momentum is building: Are you ready?
    Mary Connor, Retail Banking Specialist; Achim Thienel, Retail Product Management; Chris Weddell, Global Services Banking Recorded: May 28 2020 53 mins
    The MOST DISRUPTIVE BANKS IN THE WORLD ARE OPERATING IN THE CLOUD. For newcomer banks to market, the only way is cloud. Cloud in all its forms has had the biggest impact and provides the foundation block for most other technologies and their ability to disrupt.

    With Covid-19 accelerating the need to digitally transform, Banks must harness their resources and steer their operations towards a new operating model. A model that delivers a highly relevant customer experience, has easy access to innovation and drives a lower TCO without the burden of security and infrastructure responsibilities.

    If you would to learn more about how the market is changing, why it is changing and what change means, then please join us.

    Speakers from Finastra include:
    Chris Weddell, Global Services Banking
    Achim Thienel, Retail Product Management
    Mary Connor, Retail Banking Specialist
  • Navigating the Pandemic Cycle for Financial Institutions and Trade Credit
    Navigating the Pandemic Cycle for Financial Institutions and Trade Credit
    Cristina Vigilante, Sharon Kerr, Tyler Wendleken, Adam Russell, Darrick Cheung, and Rohan Muralee Recorded: May 28 2020 62 mins
    The COVID-19 pandemic is an unprecedented crisis with virtually no point of reference in modern history. It has brought businesses and even economies to a virtual standstill.

    In some cases, entire industries are on the verge of collapse due to business disruptions, depressed demand, and/or difficulties in managing cash flow and servicing debts. In other cases though, new industries and operating models are blooming, and businesses may be looking at financing to leverage on the emerging growth opportunities.

    These represent both risks and opportunities for Financial Institutions, and other companies with Trade Credit exposures. How can you manage your risks, while trying to make the best out of a challenging situation for your business?

    To successfully navigate a pandemic, organizations need to develop responses tailored to their business, industry, and risk profile. Marsh’s Pandemic Response Cycle tool can help organizations through the key stages of a pandemic: outbreak, growth, disruption, and recovery. In addition, it can help organizations determine effectiveness in: cost savings, employee well-being and productivity, shifting risk profile, and risk management and business enablers.
  • What Institutional Investors Really Think About Cryptocurrency
    What Institutional Investors Really Think About Cryptocurrency
    Kim Grauer, Head of Research at Chainalysis Jun 9 2020 5:00 pm UTC 60 mins
    Do cryptocurrencies offer real diversification benefits for institutional investors?” This is the question Michael Sonnenshein fields nearly every day in his conversations with family offices, hedge funds, and other institutions. In his role overseeing Grayscale, the world’s largest digital currency asset manager, Michael has unique insights into what institutional investors are thinking and how an allocation to crypto can support their strategies. In this virtual “fireside chat,” Michael sits down with Kim Grauer, Head of Research at Chainalysis, to unpack the investment thesis behind digital currencies and discuss why cryptocurrency as an asset class might be having a moment this year.

    About Michael:
    Michael Sonnenshein is the Managing Director at Grayscale Investments, the world’s largest digital currency asset manager with more than $2.4 billion in assets under management its family of 10 products – all of which provide access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. In this role, Michael oversees the daily operations and growth of the business and its assets under management.

    About Kim:
    Kim is the Head of Research at Chainalysis, where she examines trends in cryptocurrency economics and crime. She was trained in economics at the London School of Economics and in politics at Oxford University. Previously, she explored technological advancements in developing countries as an academic research associate at the London School of Economics, and was an economics researcher at the New York City Economic Development Corporation.
  • Vor dem Corona Tsunami: Bereiten Sie Ihr Forderungsmanagement jetzt darauf vor.
    Vor dem Corona Tsunami: Bereiten Sie Ihr Forderungsmanagement jetzt darauf vor.
    Ulrich Wiesner Jun 10 2020 8:00 am UTC 60 mins
    FICO Webinar: Vor dem Corona Tsunami: Bereiten Sie Ihr Forderungsmanagement jetzt darauf vor.
    Mittwoch, den 10. Juni 2020
    10:00 Uhr
    kostenfreies Webinar
    45 Minuten

    Die Corona-Kontaktsperre hat schwerwiegende Auswirkungen auf die Finanzen vieler Verbraucher und Kleinunternehmen. Einige dieser Folgen könnten vorübergehender Natur sein, wie z.B. verringerte Arbeitszeiten und Löhne sowie geringere Einnahmen für die Unternehmer. Andere könnten von einer Arbeitslosigkeit oder Insolvenz betroffen sein.
    Das Forderungsmanagement vieler Banken wird bald mit einem erheblichen Zustrom an Kunden konfrontiert sein, die von einer finanziellen Notlage betroffen sind. Es liegt im Interesse sowohl der Kreditgeber als auch der Kunden, dass angemessene Ratenplananpassungen, wie vorübergehende Stundungen oder Ratenkürzungen, zur Verfügung stehen. In vielen Ländern haben Kunden inzwischen einen gesetzlichen Anspruch auf eine Ratenstundung während der Corona-Krise.
    Wenn sich der Sturm legt und die obligatorischen Hilfsprogramme auslaufen, werden viele Volkswirtschaften mit einem erheblichen wirtschaftlichen Abschwung konfrontiert sein. Daraus resultiert, dass die Forderungsabteilungen über den gesamten Lebenszyklus der Forderung wahrscheinlich mit viel höheren Volumen konfrontiert sein werden.
    In diesem Webinar lernen Sie:
    - Welche zusätzlichen Daten jetzt erfasst werden sollten.
    - Warum die Segmentierung relevant sein wird und auf welche Entscheidungsbereiche man sich konzentrieren sollte.
    - Welches Analytik Instrument in welcher Phase der Krise helfen kann.
    - Ob Segmentierungen und Vorhersagemodelle im Vorfeld der Wirtschaftskrise helfen werden, um nützlich zu bleiben.

    Jetzt anmelden!
    Dr. Ulrich Wiesner, Senior Consultant bei FICO
    Ulrich Wiesner ist ein Senior Consultant im Analytik-Team von FICO in EMEA.
  • FICO Webinar: Managing Risk using Scores in a Pandemic | 10 June 2020
    FICO Webinar: Managing Risk using Scores in a Pandemic | 10 June 2020
    Ian Read, Senior Principal Consultant, FICO Advisors and Elena Koneva, Director, FICO Scores Jun 10 2020 12:00 pm UTC 60 mins
    Managing Risk using Scores in a Pandemic

    Wednesday, June 10 2020
    1 PM UK GMT | 3 PM KSA time
    Complimentary Webinar
    Duration: 60 min

    COVID-19 is going to cause a deterioration in repayments once deferral arrangements expire.
    •How are you going to change your portfolio and origination strategies to deal with new risk levels?
    •How are you going to manoeuvre your business through the storm and emerge more resilient?

    Join FICO for an important online presentation, “Managing Risk using Scores in a Pandemic” on 10 June 2020 at 3 PM KSA time. We will explore lessons learned from prior downturns and natural disasters, and share with you insights into:
    • The effects of COVID-19 on the Middle East economies
    • What to monitor to ensure you’re not surprised by shifts in credit bureau score distributions and odds-to-score changes
    • How payment holidays and other actions impact credit bureau scores
    • How credit bureau scores continue to rank-order risk across the credit lifecycle, even during turbulent economic times
    • How you can navigate shifts in consumer credit behaviour and market dynamics using credit bureau scores and other analytics

    Register now!

    Meet our presenters:

    Ian Read, Senior Principal Consultant, FICO Advisors;
    Elena Koneva, Director, FICO Scores
  • Worldline e-Payments Challenge 2020 [Option 2]
    Worldline e-Payments Challenge 2020 [Option 2]
    Anne-Céline Muller (Worldline), Michael Petiot (Worldline), Adélaïde Hervagault (BeMyApp), Christophe Remillet (Onevisage) Jun 11 2020 8:00 am UTC 60 mins
    Welcome to Worldline e-Payments Challenge webinar ! FinTech from all around Europe are competing to get a chance to take part in the next edition of the e-Payments Challenge in September. Thanks to this webinar you will be able to learn and discover more about this thrilling 3-days co-innovation journey which would allow you to work hand in hand with Worldline customers and experts. You will get the chance to have all key stages presented to you, from the application day to the pitching session. You want to know what’s in it for you ? Then take part in the webinar and learn about all the opportunities and advantages that the e-Payments Challenge could bring to you!
  • Premier Global Alpha Growth Fund webinar with Duncan Goodwin
    Premier Global Alpha Growth Fund webinar with Duncan Goodwin
    Duncan Goodwin Jun 11 2020 1:00 pm UTC 45 mins
    In this webinar, Duncan Goodwin, manager of the Premier Global Alpha Growth Fund and co-manager of the Premier Global Optimum Income Fund will discuss how he has increased exposure in both funds to companies that offer sustainable growth and where he sees the most interesting investment opportunities globally today.
  • Present and Future of European Non-performing Loan Disposal and Performance
    Present and Future of European Non-performing Loan Disposal and Performance
    Gordon Kerr, Senior Vice President, Head Structured Finance Research, DBRS Morningstar Jun 11 2020 2:00 pm UTC 75 mins
    DBRS Morningstar invites you to attend a webinar on the present and future of European nonperforming loans (NPLs) disposal and performance on 11 June 2020. The webinar will be hosted by Gordon Kerr, Head of European Structured Finance Research, in London. Gordon will be joined by Alessio Pignataro, Head of European NPL; Nichola James, Co-Head of Sovereign Ratings; Elisabeth Rudman, Head of European Financial Institutions group; and Christian Aufsatz, Head of European Structured Finance.

    This time last year the industry was getting ready for Structured Finance’s most attended event in Europe: Information Management Network’s Global ABS conference. Given that the event has been cancelled this year, DBRS Morningstar would like you to attend our high-level webinar on the state of European NPLs with presentations from our Sovereign, Banking, and Structured Finance teams. The webinar will focus on the importance of NPLs, their disposal and performance for European debt markets before and during the coronavirus pandemic economic crisis, and the NPL outlook for the future.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • 2020年亞洲市場展望 網上直播系列: 亞洲股票
    2020年亞洲市場展望 網上直播系列: 亞洲股票
    馬潔芯,特許財務分析師 股票投資客戶投資組合經理 Jun 12 2020 8:00 am UTC 45 mins
    亞洲多國及地區逐步從疫情中解封和復工,投資者是時候審視投資部署?亞洲及大中華市場在今後有哪些投資主題?
     
    宏利投資管理的專家助您積極部署,重點分析亞洲及大中華市場吸引的投資機遇,並設有網上即時答問,讓您與兩位講者互動交流。

    分享亞洲區未來3大趨勢:加速數碼化、負債水平提高及去全球化,並探討北亞地區的優勢。
  • Improving the customers' banking experience with the right channel mix
    Improving the customers' banking experience with the right channel mix
    Guillaume Lefebvre- R&D Manager, Aurélie Fon - Product Marketing Manager, Veronica Alava - Business Developer Jun 16 2020 8:00 am UTC 60 mins
    Each customer journey is composed of a unique set of touchpoints across channels that must be designed to optimize customer convenience and satisfaction at any time. Understanding channels’ usage and specifies is the first step towards building a compelling value proposition for your digital customers.

    Join us during this live webinar to discuss:
    · Setting customer expectations through FinTechs/BigTechs’ customer strategies
    · Understanding Customer Journeys and touchpoints mapping in order to identify “experience gaps”
    · Leveraging channels’ usage and specificities, focusing on how to integrate conversational technologies at financial institutions
    · Focus on a leading Market Case study

    You will also receive an exclusive copy of our new white paper about “Bridging Human and Digital Experiences in Banking”.

    Cannot join but interested? Just register to receive your copy of the white paper and the on-demand link afterwards.
  • Cybersecurity-Sicheren Zugang schaffen für Industrie & kritische Infrastrukturen
    Cybersecurity-Sicheren Zugang schaffen für Industrie & kritische Infrastrukturen
    Claus Uellendall & Joachim Hörnle Jun 16 2020 12:00 pm UTC 45 mins
    Die Anbindung von Maschinen an externe Systeme ist oft mit dem
    Risiko von Cyberattacken und Datendiebstahl verbunden.

    In diesem Webinar möchte Worldline Ihnen vorstellen, wie solche Risiken minimiert werden können und der geordnete Zugriff von außen sicher gestellt wird. Außerdem möchten wir das Thema Monitoring in der Industrie und kritischen Infrastrukturen eingehen, um die Verfügbarkeit und Performance Ihrer Systeme zu optimieren
  • Impact Covid-19: comment signer des documents à distance en toute sécurité ?
    Impact Covid-19: comment signer des documents à distance en toute sécurité ?
    Etienne Plouvier Business Development Manager - Worldline and Paolo Motta Sr. Partner Sales Manager - Adobe Jun 16 2020 2:00 pm UTC 45 mins
    En cette période difficile, les entreprises doivent continuer à signer des documents officiels mais à distance ! Notre partenariat avec Abode Sign permet d’aider les services commerciaux, ressources humaines, achats ou juridiques de signer des documents en toute sécurité.
  • Re-thinking Retail en la era post-Covid19
    Re-thinking Retail en la era post-Covid19
    Ricard Sala Jun 17 2020 9:00 am UTC 60 mins
    Re-thinking Retail en la era post-Covid19
  • Introduction to Options
    Introduction to Options
    Emma Jenkins Jun 17 2020 10:00 am UTC 45 mins
    The London Metal Exchange (LME) and Euromoney Learning have launched a practical webinar series to offer you a free taster on some of the themes and topics covered in our introductory courses run globally throughout the year.

    This webinar is a primer on basic option terminology. When is an option in-, at- or out-of-the-money? What is the difference between European and American options? When should an option be exercised and how?
  • Covid-19: Técnicas usadas para cometer fraude bancario y cómo protegerse
    Covid-19: Técnicas usadas para cometer fraude bancario y cómo protegerse
    Luisa Esguerra, LatAm VP & Juan David Castañeda LatAm Solution Architect Jun 17 2020 3:00 pm UTC 60 mins
    Webinar en Español.
    Mientras que naciones de todo el mundo están haciendo todo lo posible para disminuir el impacto de la pandemia de coronavirus, los estafadores, fieles a su forma, lo han identificado como una oportunidad para ganar dinero y están utilizando activamente COVID-19. De hecho, solo en febrero en el Reino Unido, las estafas alrededor de Coronavirus dirigidas tanto a individuos como a empresas causaron pérdidas de más de £ 800,000 (el equivalente a casi € 1 millón). Se ha demostrado que no hay crisis ni tipo de víctima que detenga a los ciberdelincuentes, por lo que esperamos que sigan utilizando múltiples técnicas alrededor de esta epidemia sanitaria en su beneficio.
    Este webinar le dará una idea sobre qué buscar y la forma más efectiva de protegerse.
  • IR Magazine Webinar – Best practices for virtual annual meetings & investor days
    IR Magazine Webinar – Best practices for virtual annual meetings & investor days
    IR Magazine & MerchantCantos Jun 17 2020 3:00 pm UTC 60 mins
  • Covid-19 Impact: how to get document signed remotely in minutes?
    Covid-19 Impact: how to get document signed remotely in minutes?
    Etienne Plouvier Business Development Manager - Worldline and Paolo Motta Sr. Partner Sales Manager - Adobe Jun 18 2020 9:00 am UTC 45 mins
    In this challenging time, organizations need to continue to sign official documents but remotely! Our partnership with Adobe Sign has the objective to help Sales, Human resources, Procurement or Legal departments to sign documents securely in minutes.
  • Quarterly Market Outlook Review - The Good, Bad and Ugly.  For investors in EMEA
    Quarterly Market Outlook Review - The Good, Bad and Ugly. For investors in EMEA
    Philip Lawlor, managing director, Global Markets Research Jun 18 2020 9:00 am UTC 45 mins
    Join our webinar to get timely analysis of global macroeconomic, equity and bond market signals for better informed investment decision making.

    During this webinar, Philip Lawlor will draw upon key observations from our "Market Maps" reports to provide critical insights into the ongoing impact Covid-19 is having on global markets. He will address key questions on topics, including:

    • Market Drivers: What is the effect on valuation, earnings and financial conditions? (the Good, the Bad and the Ugly)

    • Macro Risks: What are the key macro risks, and what is discounted?

    • Messages: What are the messages conveyed by the bond markets?

    • Market Rotation: How has market rotation impacted factor returns?
  • Build back better – does data hold the answer to sustainable transport?
    Build back better – does data hold the answer to sustainable transport?
    Martin Howell, Nigel Thorley, Claire Haigh Jun 18 2020 2:00 pm UTC 60 mins
    Public transport across the UK provides both great challenges and opportunities for those who run and operate it but also passengers. Join Worldline and Claire Haigh from Greener Journeys as they discuss how public transport across the UK has the opportunity to build back, better.
  • Will incumbents outperform the challenger banks in a post-Covid era?
    Will incumbents outperform the challenger banks in a post-Covid era?
    David Birch, moderator Jun 18 2020 2:00 pm UTC 60 mins
    ‘Together but apart’ might be the motto for the post-Covid-19 era. But what will it mean for business – and the business of banking?

    Financial infrastructure provider Banking Circle and Euromoney are hosting a webinar to debate the challenges of this new world, hosted by author, advisor and commentator on digital financial services, David Birch.

    We’re bringing together a group of incumbent and challenger banks for a live debate on life after Covid-19 and looking at the role of banking in a ‘digital-most’ economy, making an appraisal of what stands before us as banking looks to emerge stronger in the decade ahead.

    Moderator:
    David Birch, Director, 15Mb

    Panelists:
    Anders la Cour, CEO, Banking Circle
    Tony McLaughlin, Managing Director, Transaction Banking, Citi
    Ģirts Bērziņš, Head of Digital Innovation and Strategy, Digital Banking, Swedbank
    Juan Jimenez Zaballos, Head of Financial Industry Transformation, Santander Digital
    Sibylle Strack, CEO, Kontist
    Valentina Kristensen, Director for Growth & Communications, OakNorth

    Some of the questions that will be debated include:
    ● Goliath v David: Will incumbents outperform innovators this time round?
    ● Re-thinking banking: What does fitness mean for banking in the new world? How do we thrive, not dive, after Covid-19?
    ● Dynamic environments: Where are the opportunities, and what do they mean for organizational economics?
    ● Getting close to ‘digit-all’: Who’s being served? With more customers online, who’s being left out and how do we serve them? Do we understand those outside the norm yet?

    Well-known technology industry expert and director of 15Mb, David Birch, will be taking questions before and during the panel, and adding his own sharp observations on the bend in the road ahead.
  • Quarterly Market Outlook Review 'The Good, Bad and Ugly'. Americas timezone.
    Quarterly Market Outlook Review 'The Good, Bad and Ugly'. Americas timezone.
    Philip Lawlor, managing director, Global Markets Research Jun 18 2020 2:00 pm UTC 45 mins
    Join our webinar to get timely analysis of global macroeconomic, equity and bond market signals for better informed investment decision making.

    During this webinar, Philip Lawlor will draw upon key observations from our "Market Maps" reports to provide critical insights into the ongoing impact Covid-19 is having on global markets. He will address key questions on topics, including:

    • Market Drivers: What is the effect on valuation, earnings and financial conditions? (the Good, the Bad and the Ugly)

    • Macro Risks: What are the key macro risks, and what is discounted?

    • Messages: What are the messages conveyed by the bond markets?

    • Market Rotation: How has market rotation impacted factor returns?
  • Kritische Kundenkommunikation in Zeiten von COVID-19 und darüber hinaus meistern
    Kritische Kundenkommunikation in Zeiten von COVID-19 und darüber hinaus meistern
    Alexander Clarus, Senior Territory Solution Sales Manager at FICO; Andreas Tafel CeeClub e.V. 1. Vorsitzender Jun 18 2020 2:30 pm UTC 45 mins
    FICO Webinar: Kritische Kundenkommunikation in Zeiten von COVID-19 und darüber hinaus meistern
    Donnerstag, den 18. Juni 2020
    16:30 Uhr
    kostenfreies Webinar
    45 Minuten

    Jeder, der sich um Zahlungsverzögerungen kümmert oder finanzielle Notlagen bewältigt, weiß, dass die strategische Kundenkommunikation überlebenswichtig ist.
    Dies war noch nie so offensichtlich und kritisch wie jetzt, da wir die katastrophale COVID-19-Pandemie und die wirtschaftlichen Auswirkungen, bewältigen müssen. Zahlungsverzögerungen oder -ausfälle durch Zeitarbeit und Insolvenzen sind die direkte Folge der Pandemie. Im Forderungsmanagement erwarten wir über alle Branchen hinweg einen massiven Anstieg notleidender Forderungen spätestens innerhalb der nächsten 6 Monate.
    In diesem Webinar zeigen wir Ihnen, wie Sie durch den Einsatz von virtuellen Agenten Ihre Kundenkommunikation auch in schwierigen Zeiten aufrechterhalten. Unabhängig davon, welchen Herausforderungen Sie sich heute oder in der Zukunft gegenübersehen, möchten wir Ihnen anhand verschiedener Fallbeispiele zeigen, wie Sie sich rüsten können. So beschäftigt sich eines unserer Fallbeispiele mit den wiederkehrenden Aufgaben im Call Center. Hierzu zählen heutzutage die Authentifizierung, die Vereinbarung einer Zahlungsstundung, das Aufsetzen und Anpassen von Ratenzahlungen, Online Payments oder das Entgegennehmen von Zahlungsversprechen. All diese repetitiven Aufgaben bieten großes Potential zur Automatisierung und damit zur Optimierung. Erleben Sie in diesem Webinar, wie Sie mit modernen Analytics- und Automatisierungslösungen auf Basis von intelligenten Prozessen mit datengetriebenen Entscheidungen, den Kunden mit gleichbleibendem personellem Aufwand optimal begleiten können.

    Alexander Clarus, Senior Territory Solution Sales Manager bei FICO
    Alexander Clarus ist zuständig für Customer Communications Services aus dem FICO Produktportfolio und verantwortet dabei die DACH Region sowie Osteuropa.
  • The Power of Marketing in Uncertain Times - Courtney Oldendorf Q&A
    The Power of Marketing in Uncertain Times - Courtney Oldendorf Q&A
    Courtney Oldendorf, Social Media Specialist at ORNL Federal Credit Union Jun 18 2020 4:00 pm UTC 25 mins
    Courtney Oldendorf, Social Media Specialist at ORNL Federal Credit Union joins us for a Q&A on the role of social media at ORNL. The Financial Brand recently ranked ORNL in the Power 100 list for their use of social media to engage with their members. Social has become even more important for supporting their members during these uncertain times. Find out how meaningful social interactions online develop into positive currency for a financial institution in the long run.
  • Quarterly Market Outlook Review 'The Good, Bad and Ugly' for investors in APAC
    Quarterly Market Outlook Review 'The Good, Bad and Ugly' for investors in APAC
    Philip Lawlor, managing director, Global Markets Research Jun 19 2020 6:00 am UTC 45 mins
    Join our webinar to get timely analysis of global macroeconomic, equity and bond market signals for better informed investment decision making.

    During this webinar, Philip Lawlor will draw upon key observations from our "Market Maps" reports to provide critical insights into the ongoing impact Covid-19 is having on global markets. He will address key questions on topics, including:

    • Market Drivers: What is the effect on valuation, earnings and financial conditions? (the Good, the Bad and the Ugly)

    • Macro Risks: What are the key macro risks, and what is discounted?

    • Messages: What are the messages conveyed by the bond markets?

    • Market Rotation: How has market rotation impacted factor returns?

    This webinar is supported by the CFA Institute Asia-Pacific Research Exchange and qualifies for 0.5 CE credit under the guidelines of the CFA Institute Continuing Education Program
  • East meets West Global Family Office Discussion
    East meets West Global Family Office Discussion
    Bryan Goh (Tsao Family Office), Lincoln Ellis (Northern Trust Asset Management), Sebastian Enberg (Asian Private Banker) Jun 23 2020 2:00 am UTC 75 mins
    We continue to live in a COVID world, where the future is anything but certain, different countries are at different stages of lockdown/opening up, and the true economic impact of massive government stimulus measures around the globe have still yet to be felt. For Global Family Office clients, how has the situation forced them to think differently when it comes to their investment strategy, and what are the trends which reflect attitudes amongst Asia-Pacific clients versus clients in North America when it comes to investment rationale? How ‘global’ are these clients when it comes to their investment decision and what are the marked differences with respect to culture, politics, and domestic economic policy in their geographic locations?

    In this talk we’ll bring together experts to explore the differences in what GFO’s are seeing from their global wealth clients on opposite sides of the world, looking at commonalities and trends in investment behaviour over the past 6 months, exploring the broader issues that are impacting global wealth clients’ portfolios and investment choices, and dissecting whether there is such a thing as a global solution for a global client.
  • TOP-5 Tips: Accelerate growth and digital transformation in retail
    TOP-5 Tips: Accelerate growth and digital transformation in retail
    Lefras Coetzee, Ivan Vallini Jun 23 2020 8:30 am UTC 31 mins
    What’s next for your retail business? Payment-powered strategies for growth and digital leverage

    New technologies and new ways to connect with consumers are transforming the retail sector. In order to compete effectively, you continuously need to reimagine how you create and capture value.

    Join our Expert Talk to gain new insights into payment-enabled strategies for growing and scaling your retail footprint, and for accelerating your digital transformation. Learn what other successful retailers are doing, and discover some practical approaches you can start to implement right now.

    Who is it for?
    This Expert talk is ideal for decision-makers in established retail businesses, especially in the specialty, food and fashion industries, whose responsibilities include customer experience, business development, and digital transformation.

    What you will learn
    ● A practical approach to orchestrating multiple points of customer interaction
    ● How a multimodal strategy can enhance the customer experience
    ● Best practices for testing and launching new services
    ● How to turn data into customer delight with data activation
    ● How to measure and monitor the ROI of your omnichannel solution
  • What is the “new normal” for UK banks and bankers post Covid 19?
    What is the “new normal” for UK banks and bankers post Covid 19?
    Bill McCall, President, Chartered Banker Institute Jun 24 2020 10:00 am UTC 60 mins
    Following on from our previous webcast on how UK banks and bankers are responding to the Coronavirus crisis, this online discussion will look at the future of banking post Covid-19. Our panellists will provide their insights into how major high street banks, more-established challengers and new approaches, such as Snoop, are planning for future changes to the banking landscape as a result of this crisis. They will consider amongst other things what workforce skills and leadership qualities will be essential requirements in steering the sector through these unchartered waters.