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Finance

  • Celent & INETCO: Is Real Time Data Necessary in Retail Banking?
    Celent & INETCO: Is Real Time Data Necessary in Retail Banking? Daniel Latimore, Senior Vice President - CELENT and Stacy Gorkoff - INETCO Mar 28 2017 5:00 pm UTC 75 mins
    Real time is rapidly becoming more important to retail banks. Payments, customer responsiveness, and fraud detection must all become faster. Powering them all is data in its many facets.

    Join banking analyst firm Celent, and real time transaction monitoring and analytics company INETCO, as they explore real time’s current progress, its implications for financial institutions, and how banks should respond.
  • Case study – How to get ahead when targeting pension buy-out
    Case study – How to get ahead when targeting pension buy-out Graham De'ath, Andrew Jacobson, David Stewart Mar 29 2017 1:30 pm UTC 45 mins
    In this webinar we will take you through how our DB pension client (T H WHITE) moved from a £13.8m buy-out deficit to being able to secure their members’ pensions in full with a £25m buy-out. Ultimately, they only paid £4.8m of contributions and were able to wind-up the scheme with a surplus refunded.

    We will look at how the key ingredients of an effective investment strategy, good preparation and governance, and seizing opportunities with insurers could help you achieve your objectives ahead of schedule, and with much lower company contributions than originally expected.

    Who should join this webinar?
    Trustees or sponsors with closed defined benefit pension schemes (under £100m) who have an ultimate goal to buy-out and wind-up.
  • Subscription Strategies: Measuring and Managing Churn
    Subscription Strategies: Measuring and Managing Churn Danielle Childs, Sr. Product Manager, Recurly Mar 29 2017 5:00 pm UTC 60 mins
    Churn is one of the most sensitive -- and important -- metrics used to understand the overall health of your subscription business. Slight variations in churn rates can have a significant impact on revenue and profits.

    However, many businesses find it difficult to measure the complexities of churn and develop the right strategies to minimize it.

    Join subscription management expert, Danielle Childs, on Thursday, March 29 at 10 am PT/ 1pm ET and you’ll discover:

    • Key churn metrics including industry specific benchmarks for subscription commerce

    • How to understand different types of churn - and manage each one effectively

    • Proven strategies that successful subscription businesses are using to reduce churn  -- and keep more customers.
  • Ransomware Wins! User Awareness Doesn't Work! What Do you Do?
    Ransomware Wins! User Awareness Doesn't Work! What Do you Do? Amar Singh & Industry Experts Mar 30 2017 1:00 pm UTC 60 mins
    Nope this is NOT another webinar on How to Protect Against Ransomware blah blah blah.

    If you reckon that users (yes that includes you and me) are the first line of defence against ransomware! Sorry to break it to you but you are WRONG! We are all humans and we make mistakes and ransomware creators know that.

    You have a choice.Hope and or pray that your awareness training protects your employees and your business from becoming a ransomware victim OR attend this webinar and learn what you can do to protect your business.

    Note: This is not your typical webinar. Cyber Management Alliance’s unique and interactive approach to webinar’s allows everyone to have a say and share their knowledge. The host, Amar Singh firmly believes that every member of the audience has valuable input and that each attendee brings their own context and perspective. So, join in, share and learn.
  • Administration transfers – a seamless move
    Administration transfers – a seamless move Chris Tagg, Associate Pensions Administration - Barnett Waddingham Apr 4 2017 10:00 am UTC 60 mins
    Transferring administration services to a new provider can be a challenging process, but an efficient and seamless transfer can be achieved through approaching the project with transparency, cooperation and accountability.

    Chris Tagg, will walk you through the transfer process, looking at best practice, roles that various parties play and the expectations that trustees should have, as well as the common traps to avoid.

    As one of only two third-party administrators in the UK to have achieved PASA Accreditation, maintaining the ‘gold standard for high quality pension administration’ has never been more important but where does PASA fit in with both the old and new administrators? Chris examines their significance in a broader context alongside Barnett Waddingham’s approach to implementations.
  • A Day in the Life of an Incident Investigator - Live Demo
    A Day in the Life of an Incident Investigator - Live Demo Amar Singh Cyber Management Alliance Apr 4 2017 1:00 pm UTC 60 mins
    This webinar includes a live demo of real incident response play-books in action!

    Join Amar Singh and his special guests in this highly informative and educational webinar on:

    * How to design play-books (aka run-books) for different attack scenarios.
    * How to align your incident response to official standards.
    * Learn more about a day in the life of an investigator.
    * How to create an effective triage process that works for every type of attack.
    * Discover the various types of data enrichment attributes to apply to every incident.
  • The Digital Bank: How to Deliver a Great Customer Experience
    The Digital Bank: How to Deliver a Great Customer Experience Adam Hernandez, Sr. Account Executive, Financial Solutions Apr 4 2017 8:00 pm UTC 60 mins
    According to a PWC study, “two in five customers leave banks after a bad experience”. And 45% of these will discourage others from using their former bank which makes a great customer experience a crucial competitive advantage. Customers are switching to banks that allow them to interact digitally at the branch and on the go. These new Digital Banks will lead the way, deliver excellent customer experience, and thrive in this digital decade.

    Find out how DocuSign can you help you eliminate paper from your processes and join the digital age. From account openings to servicing and new product sales – DocuSign helps keep the process digital so you can focus on what matters most: the customer.

    Watch this webinar to learn how DocuSign can help you:
    - Streamline customer/member on-boarding
    - Provide anytime, anywhere access via mobile devices
    - Meet ever-evolving compliance requirements
    - Provide a great customer experience!
  • How can companies pay less into their DB pension fund without failing members?
    How can companies pay less into their DB pension fund without failing members? Phil Cuddeford - Partner LCP, Jonathan Wolff - Partner LCP, Kate Richards - Partner Nabarro, John Hanratty - Partner Nabarro Apr 5 2017 10:00 am UTC 45 mins
    In this webinar LCP and Nabarro join together to present efficient ways to fund your DB pension scheme and maintain levels of protection for pension scheme members.
  • Create more engaging financial wellness solutions
    Create more engaging financial wellness solutions Katy Gibson, VP Product Management, Envestnet | Yodlee Apr 6 2017 5:00 pm UTC 60 mins
    For years, delivering a powerful personal financial management solution (PFM) consisted of providing consumers with basic budgeting, spending and tracking tools. And, while many PFM users found these tools useful, many more are still left searching for more personalized and predictive solutions to help them better understand and manage their financial wellness. Today, if your PFM solution doesn't offer the personalized services and support your customers want, with the features they need, you've already lost them.

    Successful providers of financial wellness solutions understand that their biggest competitive advantage — and the key to retaining their customers — is having an intimate understanding of their clients' financial wellness. With improved data aggregation, AI models, and predictive and prescriptive analytics, your company can provide smarter, more personalized financial wellness solutions that deliver the actionable suggestions and guidance that build long-term trust and loyalty.

    To find out how you can deliver more meaningful and productive financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event!


    In this webinar, the panelists will discuss:
    * Pivoting the drivers of change and the evolution of PFM in banking
    * How to improve customer interaction with financial wellness solutions
    * Using predictive analytics and AI to deliver more personalized and engaging financial wellness applications
    * Driving customer loyalty and engagement with the next wave of financial wellness solutions

    Panelists:
    * Katy Gibson, VP Product Management, Envestnet | Yodlee
    * Keith Armstrong, Co-founder and Chief Operating Officer, Abe.ai
    * Colin Walsh, CEO and Co-founder, Varo Money
    * Evan Schuman, Moderator, VentureBeat


    Register today!
  • Next Generation Contract Lifecycle Management (CLM) – An Analyst’s Insights
    Next Generation Contract Lifecycle Management (CLM) – An Analyst’s Insights Andrew Bartels, VP and Principal Analyst at Forrester and Samir Bodas, CEO of Icertis Apr 7 2017 5:00 pm UTC 45 mins
    Webcast with guest speaker Andrew Bartels from Forrester Research: Next Generation Contract Lifecycle Management (CLM) – An Analyst’s Insights.

    Our special guest, Andrew Bartels, VP and Principal Analyst at Forrester and Samir Bodas, CEO of Icertis discuss how CLM software has today become a strategic asset, not just a transaction module.

    In the webcast, Andrew and Samir discuss:

    - Evolution of CLM products from departmental tools to enterprise platforms
    - The new decision making process and changing evaluation criteria
    - How to get the most out of any enterprise CLM implementation – do’s and don’ts
    - New buzz words – cloud, machine learning, big data, etc. – if and how they matter
    - Implications of the change on enterprise user adoption and usage
  • Staying Compliant with the New Dept. Of Labor Financial and Fiduciary Disclosure
    Staying Compliant with the New Dept. Of Labor Financial and Fiduciary Disclosure Miles Kelly, Sougata Datta, & Vasu Sampath, DocuSign Apr 11 2017 8:00 pm UTC 30 mins
    In April 2016, the Department of Labor (DOL) released its final rule regarding financial and fiduciary disclosures. This rule significantly expands the definition of fiduciary, spanning financial advisors as well as plan sponsors, funds, and producers who provide incentives to advisors. The rule has far-reaching impacts on business, compliance, and operations/technology and the April 2017 compliance deadline is coming up quickly. For companies not already working on their response strategy, time is rapidly running out.

    View this webinar to learn how DocuSign can help you:
    - Satisfy the final rule requirements by automating disclosures with a tamper-proof audit trail
    - Delight clients and brokers by providing a greatly improved customer experience
    - Meet critical DOL deadlines with rapid implementation
  • Overcoming Mobility Paralysis
    Overcoming Mobility Paralysis Craig Reigelhaupt, Mobility Director Apr 12 2017 2:00 pm UTC 45 mins
    Blue Hill recently conducted a study on the true cost of not acting on a managed mobile policy for the Enterprise. The results of this study provide a wake-up call for large enterprises that continue to approach mobile through a status-quo policy without considering the full costs from a financial, technical, logistical and strategic perspective. In our webinar we will reflect on each of these points of view as they relate to mobile, and provide an actionable plan to help you overcome what we term "Mobile Paralysis" or the barriers to implementing a truly holistic mobile policy for your organization.
  • Unbeatable best practices in global subscriptions
    Unbeatable best practices in global subscriptions Stewart Rogers, Director of Technology, VentureBeat Apr 20 2017 4:00 pm UTC 60 mins
    Some things you can count on — and recurring revenue from subscriptions is one of them.

    To make it work, you need to set an effective pricing strategy, design an attractive subscription — and then make the payment process utterly seamless. The payment technology exists, but the real magic is in your overall subscription strategy for the global marketplace.

    In the U.S., consumers overwhelmingly pay online with credit cards, but outside the U.S. it's another story, with payment methods like bank transfers preferred in the Netherlands and cash vouchers in Latin America. On top of that, what considerations need to be made to set a comfortable pricing strategy?

    To find out how industry leaders in subscription pricing marry strategy and tech seamlessly to make the global leap, join our interactive VB Live event!

    By registering for this webinar, you'll:

    * Provide subscribers with the right payment options at the right time
    * Get users to pick the subscription option you WANT them to
    * Increase payment conversion with an effective pricing strategy
    * Create and execute a payments strategy that enables you to reliably scale globally

    Speakers:

    * Stewart Rogers, director of marketing technology, VentureBeat
    * Derek Blatter, senior manager, electronic payments and fraud prevention, Ancestry.com
    * Kevin Hennessy, Business development director, North AmericaWorldpay
    * Wendy Schuchart, Moderator, VentureBeat

    Sponsored by Worldpay
  • 3 Ways to Retool Your Business with Technology in 2017
    3 Ways to Retool Your Business with Technology in 2017 Andrea Bradbury, Co-Founder and Chief Quality Officer, Suvoda Software; Jeinnfer Royer, Direct Product Marketing, DocuSign Apr 25 2017 8:00 pm UTC 60 mins
    Nearly 50% of business leaders fear they will become obsolete over the next several years, and nearly 80% feel threatened by digital startups. Why? New technologies and digital strategies are challenging existing business models and forcing companies of all sizes to reimagine patient care, product innovation and distribution models to remain competitive.

    View this on-demand webinar hosted by PharmaVOICE to learn from Andrea Bradbury, Co-Founder and Chief Quality Officer, Suvoda Software, a leader operating at the intersection of life sciences and technology as she shares how she built her business on a digital platform to accelerate her organization’s global expansion while meeting the needs of mobile, digital customers and employees.

    Topics covered include:

    - Streamlining clinical research, sales and HR processes with digital tools
    - Elevating the digital agenda at your organization
    - Scaling technologies globally
    - Applying nimble design models for life science operations
    - Implementing top life sciences trends in 2017
  • Move to faster group reporting
    Move to faster group reporting Unit4 Partner Millennium Consulting Apr 26 2017 9:00 am UTC 75 mins
    As organisations expand through growth or acquisition, it can be increasingly time consuming to keep using MS Excel for consolidated group reporting. Due to the workload involved in collating and checking multiple spreadsheets, group reporting can’t be done very frequently, is prone to errors and leaves little time for the group finance team to provide suitable analysis and commentary.
    This session will provide an overview of how organisations have managed to free up time within the group finance function for more value-added activities, by switching from spreadsheets to using a specialist application designed for the task.
  • BPI Alternative Fund - Iberian Equities Long/Short 1st Quarter 2017
    BPI Alternative Fund - Iberian Equities Long/Short 1st Quarter 2017 Paulo Oliveira Apr 27 2017 9:00 am UTC 45 mins
    BPI Alternative Fund is a long/short equity fund investing in listed Portuguese and Spanish equities or equity related assets.

    The main concerns are to keep a low volatility, reduced drawdown and a low correlation with equity markets.
  • The API Economy in Banking what is the impact of PSD 2
    The API Economy in Banking what is the impact of PSD 2 David Harvey, Senior Principal Banking Practice, & Durvesh Ganveer, Solutions Architect Director, NTT Data Services Apr 27 2017 1:00 pm UTC 210 mins
    Regulatory conditions are preventing many banks from consolidating in the market, and there is evidence to support those financial institutions will need to re-engineer their own businesses, and customer propositions, and transform current models to remain relevant, nurture and grow their customer bases.

    As part of this process, developing differentiating capabilities will be key in highly competitive markets and innovation through the adoption of the new ‘Fintech ecosystem’ or “fintegration” (i.e. the marrying up of banks and Fintechs) will be pivotal in the banking industry’s fight to maintain their current business and grow. Join Anju Tiwari,Senior Enterprise Architect, Dell Services, guest speakers from the Banking Sector to be announced to learn about:

    - The drive to open up APIs in the new Digital banking Economy
    - Approaches on how to better leverage new technologies through Open APIs
    - Best Practice in how to go about partnering
    - How to achieve Data Governance and Security whilst opening up
    APIs to third parties
    - What technologies can we leveraged (Robotics, Machine Based learning, Big Data Analytics and the Digital sixth sense)
  • BPI Africa - Equity Fund 1st Quarter 2017 Review
    BPI Africa - Equity Fund 1st Quarter 2017 Review Teresa Pinto Coelho May 2 2017 2:00 pm UTC 45 mins
    BPI Africa is an Equity UCIT III fund that invests in companies with significant operations located in Africa, without any country or sector restrictions.

    The fund aims to provide the investor with direct access to markets with high growth potential and that are not directly reachable to most of them, in the African continent.
  • BPI Brasil Fund - 1st Quarter 2017
    BPI Brasil Fund - 1st Quarter 2017 João Caro Sousa May 4 2017 9:00 am UTC 45 mins
    BPI Brasil is a long only Fund investing in listed Brazilian equities and fixed income.

    The Fund aims to provide the investor with direct access to a market with high growth potential and to offer a sustainable return over a reasonable time frame through an active management approach.