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Financial institutions from all over the world are facing increasingly strict regulations regarding the verification and authentication of their customers’ identity. The imminent enforcement of the 4AMLD and the publication of the 5AMLD will nothing but add pressure on the financial services industry.
To keep a competitive edge and still be compliant with the latest Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations, banks, prepaid card operators, digital currency processors, exchanges, and wallets are being compelled to embrace the digitalisation of traditionally cumbersome processes such as customer due diligence and ongoing authentication.
Aiming to simplify KYC in this ever-changing regulatory environment, and optimizing the digital channels for further security and convenience, financial institutions need to successfully achieve this change within their policies, procedures, business models, and technology infrastructures.
During this webinar, our panel of experts will provide answers to the following questions:
•Are the technologies to underpin digital identity verification reliable and robust enough for financial institutions to rely on them?
•Are customers prepared to go down the digital route?
•Can financial institutions strike the right balance between rock-solid compliance, and smooth, easy, digital customer experience?
•How are financial institutions coping with the challenges posed by the latest regulatory updates?
Join us for this panel discussion with our expert speakers:
Don Thibeau, Chairman & President, The Open Identity Exchange (OIX)
Fintan Byrne, Head of Risk & Chief Compliance Officer, CurrencyFair
Sarah Clarke, General Manager - Identity, Mitek
David Rennie, Identity Assurance Programme, UK Cabinet Office
Hear Ben Conwell; our eCommerce Fulfillment Practice Group Expert (and former Amazon N. American Operations Real Estate Director) and Garrick Brown; our Head of Retail Research for the Americas, explore the impact of the holiday shopping season and eCommerce, and relevant trends and data points affecting what’s in store for supply chain and brick-and-mortar retail in 2017.
Join Andrew Hastings, Partner, AP Partners and Philippe Cosson, Managing Partner, AP Partners as they discuss how to empower not only yourself but also your team, in order to deliver your company’s strategy. How do you improve the level of engagement between team members and can you take ownership of the situation and build a more empowered team? How will empowerment accelerate implementation?
It takes more than Superman or his Justice League to develop and maintain an effective app monetization strategy. This is especially true in light of a recent report which found that 0.19 percent of all mobile game players contributed 48 percent of revenue. How can one identify the high-spend users while not alienating the remaining percentage that only have potential to spend within the app?
Ideally, one would customize app strategy according to type of user. Better still, each user would have her own strategy. Unfortunately this isn't a scalable solution to monetization.
In this webinar, you'll learn to:
* Customize your monetization strategy so that it's scalable
* Unlock the revenue potential of lower spending users
* Attract higher-spend users
* Negotiate monetization strategies without alienating current users
* Maximo Cavazzani, founder and CEO, Etermax (Trivia Crack)
* Eric Shashoua, CEO, Kiwi for Gmail
* Stewart Rogers, Director of Technology, VentureBeat
* Wendy Schuchart, Analyst, VentureBeat
For many subscription businesses, subscription management serves as the hub for enterprise-wide business, financial and customer data. A customer-centric, flexible subscription management platform that can scale and evolve with their dynamic business is a key requirement.
Join us as we share the blueprint for successfully scaling subscription revenue and automating financial reporting. We will cover:
- Automating revenue recognition and speeding month-end close
- Delivering customer intelligence, financial information and actionable business metrics to stakeholders across the enterprise
- Integrating seamlessly with financial systems to boost productivity and provide real-time insights.
We will also share the key performance metrics every finance professional should know to ensure the health of their subscription business.
Watch this recorded session from Momentum 2016 to hear how two DocuSign customers implemented DocuSign for Salesforce in their organization. Topics covered include best practices for implementing DocuSign for Salesforce and tips for driving adoption and usage of DocuSign for Salesforce across all departments.
It's time to re-evaluate your contract management strategy. Today's digital business world demands the latest contract management software, automation, and integration in the cloud. Contracts are the foundation of commerce touching every department and function across the enterprise. Contract lifecycle management (CLM) systems help firms create, execute and manage the contracts that define their relationships with their customers and suppliers.
There are a number of options that companies can choose to get the most out of their current and future CLM implementations.
In this webinar: Icertis CEO Samir Bodas and Andrew Bartels, VP and Principal Analyst at Forrester will discuss the pros and cons of the various approaches to meet your contract-related business goals.
View this webinar with Traction on Demand and learn about the latest industry trends and understand how a prominent Canadian lending institution has leveraged both DocuSign and Salesforce to scale their business and revenue with an online self-service community.
What you’ll learn:
How to leverage the DocuSign platform for more than just e-signature
How DocuSign reduces security concerns around financial contracting and services
How DocuSign and Salesforce work together to provide a seamless self-service financial lending experience
Subscription management serves as the nexus for your most powerful business data: billing, marketing and customer events. This session will show you how to unlock the power of subscription data to speed business decisions, optimize revenue and improve customer lifetime value.
Join subscription analytics expert, Emma Clark and learn:
•The definitive list of KPIs for understanding subscription business health
•How to identify key churn factors to improve customer loyalty
•Best practices for optimizing plan performance and profits.
DocuSign helps sales organizations close deals faster — anywhere in the world. DocuSign offers greater visibility into a deal’s status, the ability to collect information so you don’t need to rekey data, and the ability to send out reminders so you can spend more time selling and less time tracking down signatures.
DocuSign customers will share their best practices for shortening the sales cycle and increasing the productivity of their teams by integrating DocuSign into the sales workflow.
Brian Driver, Salesforce
Elizabeth Guerra, LinkedIn
The Importance of Benchmarking in Understanding Your Spend Management Success
In this webinar, a panel of industry leaders will discuss the important role benchmarking plays in their success and what critical KPIs should be used to benchmark and improve performance for operational excellence in 2017 and beyond. The panel of experts will share their key performance indicators that help them drive savings and improve operational efficiency.
Data Centers are continuing to evolve and will remain at the core of digital infrastructure. Today’s global information economy depends on data centers like never before. Whether a data center is on premise, colocated or in the cloud, they are responsible for the entire online infrastructure of a company, and the data centers are crucial to business critical infrastructure. For more than 20 years, Uptime Institute has served as an independent advisory body to all stakeholders in the industry responsible for the performance and availability of IT systems. We’ve helped the world’s leading data center organizations design, build, maintain, and optimize their facilities, compute systems, and operations, while balancing costs, resources, performance, and efficiency in an ever changing technology landscape. Uptime has assisted hundreds of enterprises and service providers to ensure their data centers are ready to meet their business needs. Join us as we share our experiences and learnings for a hybrid IT world.
- The value of simplicity in data center design and construction for IT and facility operations
- Concurrent maintainability as a “must have” as "live work or deferred maintenance" is no longer acceptable
- Tier Certification as a risk management tool for project owners and data center services buyers
More4Apps Purchase Order Wizard enables the users to create, validate and upload Purchase Orders (blanket or standard), into Oracle using Excel. Orders can be created manually, by importing data from another system or downloading a previous order from Oracle. Once the data is in Excel you can use spreadsheet functionality to create new orders. Then, without leaving the spreadsheet, you can validate and create your new orders in Oracle Purchasing
Teresa Robertson, HR Business Partner - People, Planning & Communication at the Chartered Banker Institute, also a Career Coach, discusses career development in our upcoming webcast. Teresa will talk over the key steps to take to support your career planning, how to create a career development plan and much more.
Product overview of Coupa Procurement - part of the industry’s leading enterprise procure-to-pay solution that brings consumer e-commerce shopping ease to your procurement management processes so that you can achieve cost savings while saving your employees valuable time when they are purchasing goods and services or even looking for the right information to get their work done.
What future technologies are going to have the biggest impact on the procurement function? Listen to this webinar to learn how technology is changing the role of procurement and helping advance those organizations that embrace innovation.
In this webinar, a panel comprised of three procurement leaders will offer up a series of actionable recommendations that can help improve procurement performance in the near-term and help build a foundation for a productive and thriving, long-term finance-procurement partnership.
For most finance executives, closing the books is a time-consuming, painful process. But for those who lead finance teams in subscription businesses, month-end close is complicated further by the need to recognize recurring revenue.
How does a midsize subscription business streamline revenue recognition to achieve a faster and more efficient month-end close?
Join subscription management experts, Scott Bennion and Andrew Chapello and learn:
•Key considerations for recognizing recurring revenue
•Essential steps for alleviating or even eliminating the pain of month-end close
•How to adapt your processes for recognizing recurring revenue and closing the books as your subscription business scales
•How to tell when it's time to automate revenue recognition and how to facilitate a smooth transition when you're ready to do so.
Cloud UC is being rapidly adopted in the enterprise, but recent research has shown many organizations continue to be challenged with how to effectively integrate cloud in their existing UC ecosystem. The journey to the cloud is different for every organization, as is the end goal; whether your enterprise intends to keep some applications on-premises and adopt a hybrid solution or go fully cloud-based, you are tasked with constructing a roadmap that dictates which parts of your organization to migrate and when.
In this webinar, we’ll look at practical ways to get this transition to cloud UC right. You’ll hear from experts that can help you determine how to:
- Plan, deploy, and migrate
- Operate, troubleshoot problems, and optimize performance
- Maximize usage and adoption by ensuring optimal user experience along the way
IT leaders are increasingly uncovering the value of soft skills within their workforce. They’re telling us that soft skills—specifically communication and collaboration skills—can be as important as some technical competencies. What is causing increasing demands for soft skills in IT talent? How do IT leaders assess the soft skills of new recruits? Can these skills be developed in existing employees?
During this webinar, you’ll hear experts from Experis and Right Management discuss the need for improved soft skills within today’s IT workforce and how IT leaders can ensure their workforce has the skills required to succeed in today’s world of work.
By participating in this webinar, you will:
Understand the increasing importance of communication and collaboration skills in IT roles today
Gain greater insight from workforce experts about how to assess new IT recruits for soft skill proficiency
Learn best-practice strategies for developing communication and collaboration skills within your team
* NOTE: This event qualifies for 1 CPE credit.
Experis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Should this course need to be cancelled or rescheduled by Experis, a 24-hour notice will be provided. For more information regarding administrative policies such as complaint and refund, contact Learning & Development at 414-319-3400.
The continued growth in size and frequency of costly data breaches has increased the pressure on senior leadership and Boards of Directors to take a rigorous approach to understanding and managing cyber security risk. With this in mind, ERM teams are being asked to weigh in the organization’s response to these risks. Join this webinar to learn from CEB how your peers manage and report on cyber security risks and work with their Information Security counterparts to ensure that their organisations are prepared for the inevitable cyber-attack.
Spreadsheet Integration is a necessity when it comes to easily and efficiently getting your business data into Oracle EBS and maintaining it in the long term. It is overwhelming when you start researching the options to know when it is appropriate to use tools such as SQL*Loader, Dataloader, WebADI, More4Apps AIW (Application Interface Wizard) or alternatively a prebuilt end user solution.
Join our technical expert Carlos Urtubia as he discusses the advantages and disadvantages of each of these options.
Cyber threats are constantly evolving, increasing in both sophistication and how they impact victims. In today’s world, you must battle a wide range of adversaries, from hacktivists to state-sponsored threats. The most significant of these threats are advanced attackers who carefully plan and execute breaches into victim organisations.
In this live webinar, Roger J. Francis, Senior Consultant at Mandiant, a FireEye company, will discuss real-world incidents and steps organisations should take to minimise the financial impact of a data breach.
Our interactive webinar on Tuesday 21 February will offer a clear explanation of the important changes to pensions taxation – helping you to provide the right support your staff.
Our Senior Pensions Consultant, Graham Cooper, and our Head of Higher Education, Paul Hamilton, will guide you through the potential on pension savings in final salary pension schemes such as the Universities’ Superannuation Scheme, the Teachers’ Pension Scheme and the Local Government Pension Scheme.
Key topics of discussion will include:
•Tapered Annual Allowance, Lifetime Allowance and the new forms of Lifetime Allowance protections
•The pitfalls arising from the Tapered Annual Allowance
•Important actions to take, and when
•How to avoid sleepwalking into paying large pension tax bills
•How we can assist with retirement planning
Our experts will also be on hand to answer your crucial questions at the end of the webinar.
Contracts are the backbone of an enterprise. Blockchain technology will have important implications when it comes to contract management. Blockchain is becoming a new area of interest, from governments creating secure databases of land titles to consortiums of leading financial institutions working together to design new distributed ledger technologies.
It is a brave new world and a lot of conversations are going on. Where will it go? What will the impact be? What will blockchain bring to contract management?
In this webcast, we’ll answer these questions and more with two of the industry’s leading experts: Gartner Research Director, Nigel Montgomery, and Monish Darda, CTO and co-founder of Icertis.
In the webcast, Nigel and Monish discuss:
- The opportunity seen by enterprises, working together, to design new distributed ledger technologies
- What will be the impact of blockhain related technologies?
- What will blockchain bring to contract management?
With all the competitive noise in the market today, competing for customers' attention can be difficult. Many traditional forms of marketing don't work as well as they used to, which means that small business owners must find alternatives that cut through the noise and bring customers to them.
With local search, your customers can find you anywhere. Jeff will provide you with simple steps that you can take to be found on leading search engines such as Google, Bing and Yahoo.
Digital and self-service payment channels have changed the way banks and customers interact. Less direct interaction means more reliance on “Big Data” for insights that will help you identify ways to better serve your customers, run more effective card programs and capture more wallet share.
Printec and INETCO invite you to attend a 30-45 minute live webinar, where we will showcase new technologies that will help your financial organization derive better value from customer transaction data. Learn how you can establish real-time insights into:
- Card usage patterns
- Profitability and cash flow
- Application, network or third party service performance
Can’t make the date? That’s ok. Contact Printec or INETCO if you are still interested in arranging a private discussion on how detailed transactional data can help you to predict next best product, identify customer performance problems, customize the consumer experience, competitively price card services and loans, execute targeted marketing strategies, and much more.
During this webinar we will look at how Aggregate Industries and the ICI Pension Fund have used phased de-risking to take down their pension risk over time. We will discuss how Aggregate Industries implemented their £135m follow-on buy-in in 2016 and how the trustee of ICI used innovative umbrella contracts to move quickly, securing £2.7bn across five buy-ins in six months over 2016.
With over 1 billion monthly active users, Facebook Messenger is beginning to change the world for companies looking for ways to connect with, engage, and retain an unprecedented number of customers. And we’re guessing that’s probably you.
It’s all because of Messenger’s developer tools, which have leapt on the promise of bots for customer service and native payments without ever leaving the platform--and have thoroughly delivered on it. Users stay cozily inside the Messenger platform to play games, search, shop, pay, and more, meaning they’re fully engaged with your brand in multiple ways in a single brand context.
Facebook’s long-term plan: make Messenger the center of users’ lives. Your short-term plan: start positioning yourself to take advantage of this revolution in messenger tech innovation. Register for this free VB Live event now and learn how you can monetize Messenger.
In this webinar, you’ll:
Understand the broader digital wallet strategy to connect with customers through chatbots
Get valuable tips to spin chatbots into gold
Learn the biggest mistake organizations are making with payments through Messenger
* Stewart Rogers, Director of Marketing Technology, VentureBeat
* Wendy Schuchart, Moderator, VentureBeat
Are you aware of the challenges surrounding pension transfers? During this webinar, our Administration Manager, Ben Clacker, will guide you through the key issues to look out for – and how to avoid them.
The introduction of Freedom and Choice brought about an increased frequency of pension transfer requests. In addition, developments such as HMRC’s change to their QROPS listing, and the rise of pension scams, have impacted administrative due diligence requirements.
Reflecting on high profile news stories, case studies and current developments, Ben will demonstrate how administration teams can act as the first line of defense and effectively mitigate the risk of transfers, protecting member’s benefits by implementing a comprehensive quality control frame work, practicing due diligence, and engaging with trustees.
Ben will guide you through:
•The impact scams can have on members’ benefits
•Insight into the administrative challenges of pensions transfers
•Examples of tactics scammers may use to defraud members’ benefits
•The importance of quality administration when it comes to pensions transfers
Uber, Nike and their like, have turned branding on its head. They have created utilitarian global brands by inserting themselves into our daily lives using technology as their Trojan horse. And through this utility they have invested more meaning into their brands than any global advertising campaign ever could. Utilitarianism is the innovation frontier for financial services. How do traditional financial service companies reconfigure and transform their capabilities to innovate around their customers' needs and rebuild their brand meaning through utility, instead of advertising.
Since 2011, the Chartered Banker Professional Standards Board (CB:PSB) has been at the forefront of the drive to build and demonstrate professionalism in banking. It continues to be the only body creating professional standards of conduct and expertise for bankers to achieve individually.
In this upcoming webcast, Alasdair McIntyre, CB:PSB Business Manager, will:
- Provide an Introduction / Background to the CB:PSB;
- An overview of the CB:PSB’s research and measurements approach;
- Outcomes from the CB:PSB’s research and measurements; and
- How the data informs the work of the CB:PSB and, in a larger sense, the Chartered Banker Institute.
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)
With $1.4 million in seed funding, 6 employees, 20 brand partners, and 1,200 subscribers, Birchbox disrupted the beauty industry and turned the subscription box concept on its head.
In just six years, it has attracted an additional $70 million in funding, and expanded to 300 employees, 800 partners, and a million-plus subscribers, leaving competitors like Ipsy and Glossybox offering similar beauty subscription boxes in the dust.
So how did Birchbox and other box subscription companies become more than just another fad? And how do you apply those lessons to your own subscription models, from SaaS to other online subscriptions? Join our latest interactive VB Live event for an in-depth conversation with top execs from the best subscription services in the biz.
In this webinar you'll:
* Learn how the best subscription box companies tweaked their model to make it big
* Get best practices to every subscription-based business
* Avoid pitfalls and challenges in subscription management
* Strategize the billing and payment innovations that will impact you in the next five years
* Stewart Rogers, Director of Marketing Technology, VentureBeat
* Wendy Schuchart, Moderator, VentureBeat