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Financial Planning and Analysis

  • The ROI of AI: Converting Conversational AI into Revenue for Banks
    The ROI of AI: Converting Conversational AI into Revenue for Banks
    FinTech Futures, Finn AI, Juniper Research Recorded: Feb 20 2019 61 mins
    Conversational AI has changed the way people bank, delivering enhanced user experiences and re-establishing trust. But what can this new technology do for your bottom line? As it turns out, it can do quite a lot.

    Join Steffen Sorrell, Principal Analyst at Juniper Research, on Wednesday, February 20th, 2019 as he discusses how conversational AI can deliver solid business results. Using industry examples and findings from Juniper’s research, Steffen offers strategies for unlocking value in your bank’s top and bottom lines with Conversational AI.

    Discover how to increase customer lifetime value and retention and reduce customer acquisition and service costs by:

    •Simplifying customer purchasing cycles
    •Delivering personalized services
    •Leveraging data to provide contextually-relevant offers
    •Increasing conversion rates

    Interested in learning how to calculate the return on investment in conversational AI for your unique organization?

    Sign up for our webinar!
  • Balancing the Risks of  Today with an Eye on the Risks of Tomorrow
    Balancing the Risks of Today with an Eye on the Risks of Tomorrow
    Alec Arons, National Practice Leader Advisory Services, Experis Finance Recorded: Feb 19 2019 61 mins
    Experis Finance is pleased to continue our Hot Topics webinar series in 2019. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, information security, and compliance professionals.

    Our upcoming session covers Balancing the Risks of Today with an Eye on the Risks for Tomorrow.

    For the internal audit function to add value when assessing and evaluating risks it is important to look at the risks that matter most today with an eye on the risks that will matter tomorrow. All functions are expected to provide assurance relative to compliance, cyber and financial reporting risks. A forward-thinking department needs to have a deeper understanding of organizational strategy, technology trends, and disruptive business trends that will impact risk in the future. Corporate audit has the data and knowledge of the business to evaluate organization maturity and agility to take on new initiatives and the related risks.

    •Defining the balance between high-focus areas - cyber, compliance, and financial reporting - against disruptive trends and technology
    •Assessing organizational readiness for disruption and emerging trends
    •Managing expectations of the board and audit committee
  • Fintech news weekly round-up – 18 February 2019
    Fintech news weekly round-up – 18 February 2019
    FinTech Futures Recorded: Feb 18 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:
    • Monzo has opened a waiting list for its business account and is accepting the first 100 applicants for Beta testing
    • Ant Financial has agreed to buy UK currency exchange and cross-border money transfer start-up WorldFirst in a $700M deal
    • The AP automation start-up MineralTree has announced new virtual card capabilities
    • This week the spread of open banking services has expanded as Yolt and Llyods both released new solutions

    For more fintech news, please visit www.bankingtech.com or sign up to our daily newsletter here: http://bit.ly/2Nd5QML
  • Credit Insights with David Knutson
    Credit Insights with David Knutson
    David Knutson, CFA, Head of Credit, Americas, Schroders Recorded: Feb 14 2019 38 mins
    In this edition of Credit Insights, David looks at the explosion of triple-B bonds in the IG universe, the recent high yield retracement, and what the Year of the Pig may have in store regarding China’s economic growth & the trade war dispute.
  • 2019 KKR Macroeconomic Outlook
    2019 KKR Macroeconomic Outlook
    Henry McVey, Eric Bundonis Recorded: Feb 12 2019 59 mins
    Join us for a live webcast of the 2019 Macroeconomic Outlook, where Henry and Eric will address topics we believe will be important in the incoming year, including:

    · US Federal Reserve’s current approach to raising rates and reducing liquidity
    · Impact of trade relations on economic growth
    · Outlook for equity markets
    · The future of corporate debt markets
    · Diversification opportunities and volatility risks
  • Dissecting Market Narrative - Miton Multi Asset Webinar
    Dissecting Market Narrative - Miton Multi Asset Webinar
    David Jane & Anthony Rayner Recorded: Feb 7 2019 42 mins
    As markets continue to grapple with the uncertainties of geopolitical events across the globe, Miton multi asset fund managers David Jane and Anthony Rayner will give their insights, thoughts and positioning in this webinar.
  • HANetf | The greatest growth story in the history of capitalism
    HANetf | The greatest growth story in the history of capitalism
    HANetf and Kevin Carter Founder & Chief Investment Officer, EMQQ Recorded: Feb 6 2019 31 mins
    As the trade war with China rages on and emerging market equities enter a full bear market, do you know the best opportunities to capitalize on in 2019? HANetf and EMQQ Index will explore the improving fundamentals in the consumer growth story of emerging markets and identify a unique set of circumstances created for investors by the trade war.
  • Fintech news weekly round-up – 4 February 2019
    Fintech news weekly round-up – 4 February 2019
    FinTech Futures Recorded: Feb 4 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:

    - Fintech companies raised a record $39.6BN in 2018
    - Tiger makes Stripe roar with $100m funding
    - Swift links up with R3 for trading on blockchain
    - The Global Financial Innovation Network has set up a cross-jurisdictional FinTech sandbox

    For all the latest fintech news, please visit www.bankingtech.com
  • Schroders ILS – Renewals Update
    Schroders ILS – Renewals Update
    Dirk Lohmann, Head of ILS; Daniel Ineichen, Head of Portfolio Management; Beat Holliger, Head of Product Management Recorded: Jan 30 2019 42 mins
    Watch our Schroders ILS experts, Dirk Lohmann, Daniel Ineichen and Beat Holliger review the all-important January renewal season.
  • US Small Caps: '18 in 18
    US Small Caps: '18 in 18
    Bob Kaynor, US Small and SMID Cap Equities Recorded: Jan 29 2019 21 mins
    An 18-minute look at the US Small Cap asset class, what drove returns in 2018, and what we think will be key drivers and themes in 2019.
  • Fintech news weekly round-up – 28 January 2019
    Fintech news weekly round-up – 28 January 2019
    FinTech Futures Recorded: Jan 28 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, have teamed up to bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:
    - LatAm Fintech Market is Buzzing with Startups
    - ING signs five-year licencing deal with R3
    - Alipay gets European Payments licence
    - Square launches debit card for businesses

    For latest fintech news, please visit www.bankingtech.com
  • HANetf | How much 'Tech' do you really get in your Technology ETF?
    HANetf | How much 'Tech' do you really get in your Technology ETF?
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Jan 28 2019 32 mins
    Is Amazon an ecommerce giant or cloud megastar? Is Facebook a tech company or communications platform? The recent move by The Global Industry Classification Standard (GICS) has hugely disrupted the technology sector classification. We look at how this move strengthens the case for using Theme-based products to access leading tech companies.
  • IR Magazine Webinar - Getting roadshows right in a changing landscape
    IR Magazine Webinar - Getting roadshows right in a changing landscape
    IR Magazine and Q4 Recorded: Jan 24 2019 52 mins
    Much has been made in recent months of the way Mifid II is likely to place barriers in the way of successfully setting up non-deal roadshows (NDRs), or roadshow meetings, with investors. The expectation is that roadshows will not only involve more figurative legwork to get up and running but also more physical legwork – involving longer periods of travel time as sell-side assistance with scheduling meetings becomes rarer.

    In this webinar, speakers are invited to discuss in detail how to use what IROs already know and combine it with the new tools and services filling the space left by the sell side to ensure a sufficient number of meaningful interactions still take place. Speakers will explain best practices for drafting target client lists and outsourcing to the best alternative brokerages in the market. The aim of the discussion will ultimately be to unpack how IROs can embrace and own their newly center-stage role in the current environment without becoming overwhelmed and overburdened.

    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: https://www.irmagazine.com/privacy and Q4’s privacy policy: https://www.q4inc.com/privacy-policy/default.aspx
  • Data Centers in the Edge Computing Era: Next-Generation IT Infrastructure
    Data Centers in the Edge Computing Era: Next-Generation IT Infrastructure
    Jeff Ready, CEO and Co-Founder of Scale Computing Recorded: Jan 23 2019 49 mins
    In today’s global economy, businesses and governments are instrumenting the edge with ever greater intelligence, so the desire for reliable, scalable and agile edge infrastructure solutions continues to grow. Implementing a solution ideal for highly distributed, on-premises environments, such as retail stores, bank branches or manufacturing, with multiple locations managed by the enterprise from a central location has become and will remain critical.

    Learn how providers are addressing this market by providing edge infrastructure that has the capacity to run various IT and OT workloads, is space conscious and can be managed at each individual location by generalists. This in return reduces the time and budget spent managing technology and allows companies to focus more on growing their business and serving their customers.

    Attendees will learn:
    - How to maximize uptime at the edge
    - The extraordinary ease of use
    - How a converged platform simplifies deployment and management
    - Total management cost reductions of 60%-80% with automation and intelligence

    Jeff Ready, CEO of Scale Computing, is a high tech entrepreneur and executive with deep roots in technology and industry trends. Jeff has a keen interest in current and future technologies of IT infrastructure to help alleviate the management and overall costs of IT in your business.
  • Multi-asset growth funds: Navigating the late cycle
    Multi-asset growth funds: Navigating the late cycle
    David VIckers, Senior Portfolio Manager Recorded: Jan 23 2019 36 mins
    With Brexit looming, trade wars dominating headlines and the volatility seen in 2018 showing no signs of abating, what should multi asset investors be focussing on in the new year?
    Join David Vickers, Senior Portfolio Manager at Russell Investments for an update on the multi-asset growth funds. David will cover 2018 performance, the impact of currency weakness, and his views on the outlook for 2019.
  • HANetf | Innovation & technology outlook 2019 - time to jump on the bandwagon?
    HANetf | Innovation & technology outlook 2019 - time to jump on the bandwagon?
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Jan 22 2019 32 mins
    The thirst for higher productivity and cost reduction means that businesses everywhere are embracing Industry 4.0. We take a look at what 2019 holds for themes such as the cloud, cybersecurity, social media and blockchain, and how these long-term themes and technologies that impact multiple sectors of the global economy, present ample opportunities to invest in tech.
  • Fintech news weekly round-up – 21 January 2019
    Fintech news weekly round-up – 21 January 2019
    FinTech Futures Recorded: Jan 21 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, have teamed up to bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:
    - JAJA, the UK credit card FinTech has launched a beta version of its digital-only credit card solution
    - Korea's Financial Services Commission has announced a regulatory reform to boost the country's FinTech sector
    - Sberbank, a Russian bank and the supermarket chain AV announced a partnership to introduce fingerprint payments at all AV stores
    - The blockchain consortium R3 has launched Corda Network
  • RAAIX Portfolio Update Call w/PM Burland East
    RAAIX Portfolio Update Call w/PM Burland East
    Burl East, CEO, AACA; Portfolio Manager, RAAIX | Shannon O'Neill, Head of Internal Sales, Artivest Recorded: Jan 17 2019 40 mins
    Join this call for the latest RAAIX portfolio update and outlook, portfolio company examples and Q&A session.
  • Sustainability Quarterly
    Sustainability Quarterly
    Schroders' Sustainable Investment team Recorded: Jan 17 2019 38 mins
    Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.
  • Quilter Cheviot Investment Update: MPS Q4 Review and Re-positioning webinar
    Quilter Cheviot Investment Update: MPS Q4 Review and Re-positioning webinar
    Simon Doherty and David Butler Recorded: Jan 17 2019 42 mins
    Join Simon Doherty, Lead Portfolio Manager of the MPS strategies, and David Butler, Strategic Accounts Director on 17th January 2019 at 14:00 BST as we discuss performance for the MPS models over the fourth quarter and what we can expect at a critical juncture for markets.
  • Allstar - An Inside View… news, views and facts about the fuel landscape
    Allstar - An Inside View… news, views and facts about the fuel landscape
    Paul Holland, Chief Operating Officer at Allstar Recorded: Jan 16 2019 42 mins
    The 1st in our series of webinars on issues facing fleet management and the fuels market in the UK today.

    Allstar has worked with many thousands of customers -and suppliers- over the past 30 years, developing our products to provide innovative payment solutions for fuel. This focus has given us an unparalleled knowledge of the fuel landscape: knowledge you could be using in your own business.

    Join our Chief Operating Officer, Paul Holland, for the first in our series of webinars, as he shares the insight gained from working with businesses such as yours. Over the past 25 years, Paul has seen how both fleet management and fuel pricing has changed through many periods of uncertainty and will be sharing his knowledge with you during this webinar.

    Join him to find out his thoughts about the year ahead, including:

    1. The facts on oil-pricing, external influencing factors and future price predictions.

    2. How changing landscapes, such as Brexit, could impact fuel, whether in terms of supply or cost especially with exchange rates uncertainty.

    3. The potential future challenges facing fleet and fuel that we’ve identified – and the solutions.
  • A digital approach to zero-based budgeting
    A digital approach to zero-based budgeting
    Ron Dimon, Managing Director- Deloitte Consulting, Omar Aguilar, Principal- Deloitte Consulting, Danielle Dahlstrom, Anaplan Recorded: Jan 15 2019 63 mins
    Zero-based budgeting (ZBB) is an approach to achieving sustainable cost management by developing a bottom-up budget directly aligned with the organization’s strategic objectives. In theory, this forces decision makers to continuously look at the organization’s resource allocations with fresh eyes, free from the limitations of past assumptions.

    How well does this theory translate into practice? In this webcast, we’ll discuss:

    -How to determine if your organization is a good candidate for ZBB, where to start, and how to promote organizational acceptance and avoid technology challenges
    -Why a digital approach to ZBB can make the process faster, easier, and more effective
    -How Deloitte’s Anaplan-based “ZBB-in-a-box” solution can be deployed to quickly identify, deliver, and sustain cost savings
  • Fintech news weekly round-up – 14 January 2019
    Fintech news weekly round-up – 14 January 2019
    FinTech Futures Recorded: Jan 14 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, have teamed up to bring you short and sweet round-ups of the week’s selected news stories – in a video format.

    The latest weekly video covers:

    - Google gets payments licence in Ireland
    - RBS secures 25% stake in digital current account Loot
    - N26 plots delayed US launch with $300m funding
    - Alipay powers Pakistan’s “first” blockchain-based cross-border remittance service
  • Altegris Millennium Fund: Why Invest Now?
    Altegris Millennium Fund: Why Invest Now?
    Brian Kelly, Managing Director, Millennium Management LLC and Miguel Sosa, Portfolio Strategist, Artivest Recorded: Jan 10 2019 32 mins
    Join this interactive webcast to discover why now is the opportune time to invest in the Altegris Millennium Fund.
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jan 10 2019 46 mins
    Schroders' longest-standing webinar series, with our Head of EME Tom Wilson offering his outlook on the Emerging Markets in 2019.
  • Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Mark Elwood - Marketing Director, TeleWare Feb 27 2019 10:00 am UTC 45 mins
    Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.

    So, why aren’t more businesses and employees getting more benefits out of mobile working?

    Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.

    Topics we plan to cover:
    • The top 3 challenges employees face when working remotely
    • Is GDPR holding you back unnecessarily?
    • Which types of applications, unified communications and collaboration tools are making an impact
    • Why cloud communication technology is crucial to mobility, productivity and connectivity

    As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.

    Marketing Director, Mark Elwood will host the session and he will be joined by experts:

    • Steve Haworth – TeleWare CEO
    • Nigel Simpson – Sales Manager
  • Altegris Multi-Strategy Fund: Year in Review
    Altegris Multi-Strategy Fund: Year in Review
    Josh Goldstein, President/COO, Verition | Miguel Sosa, Portfolio Strategist, Artivest Feb 27 2019 7:00 pm UTC 60 mins
    Please join us for an interactive webcast on the Altegris Multi-Strategy Fund. During the session, you will hear from Josh Goldstein, President and Chief Operating Officer at Verition, who will discuss:

    - Verition overview, investment philosophy, process, and risk management
    -Recent performance commentary
    -Current opportunity set and outlook for 2019
  • Building a More Customer-Centric Banking Experience
    Building a More Customer-Centric Banking Experience
    Envestnet | Yodlee and FinTech Futures Mar 13 2019 3:00 pm UTC 60 mins
    AI-driven technology has quickly become an integral part of our lives – from helping us find the best deals to selecting the music we listen to. For today’s financial service providers, AI-driven conversational banking tools are driving renewed customer engagement and becoming a major part of how digitally savvy customers manage their day-to-day finances.
    Join us for this webinar with a panel of AI and financial industry experts. We will discuss how artificially intelligent banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial service providers be more competitive and profitable in the age of customer-centric banking.

    Sign up for our webinar to learn how:

    •AI-driven chatbots are changing the digital financial experience and impacting today’s financial service providers

    •How enterprise-grade, secure, scalable, and compliant AI-powered chatbots can empower your customers

    •How conversational banking chatbots, combined with best-in-class financial wellness solutions, can help customers better manage their financial lives

    Join us as we discuss the leading trends in AI-driven financial services and find out how you can build a more engaging digital banking experience for your customers.

    Speakers:
    Tiffani Montez, Senior Analyst, AITE Group
    Keith Armstrong, Sr. Director Marketing, Envestnet | Yodlee
    Katy Gibson, VP Product Management, Envestnet | Yodlee
  • IR Magazine Webinar – Why cannabis firms could be the next big thing
    IR Magazine Webinar – Why cannabis firms could be the next big thing
    IR Magazine and Bloomberg Mar 14 2019 4:00 pm UTC 60 mins
    The growing tide of support behind the legalization of cannabis – whether for medical or recreational use – is already transforming the face of the capital markets in North America. Where the drug was once bought and sold on street corners, lawmakers are now waking up to the potential benefits of marijuana – and the lucrative market the plant is steadily creating.

    Once the preserve of small ‘mom-and-pop’ operations, cannabis is rapidly becoming a multi-billion dollar industry, with both its own players – the likes of Canopy Growth Corp, Tilray and Aurora Cannabis – and a growing trend of large consolidating brands moving into the space. In fact, the industry could be worth $100 bn within 10 years, according to recent estimations.

    In this IR Magazine Webinar, held in association with Bloomberg, expert panelists will dive into the trends that define the cannabis industry, the wave of state approvals that could lead the way to federal legalization, and the implications the blooming industry has for the future role of IR.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Bloomberg’s privacy policy: https://www.bloomberg.com/notices/privacy/
  • Account Takeover Fraud: How To Protect Your Business
    Account Takeover Fraud: How To Protect Your Business
    FinTech Futures and OneSpan Mar 19 2019 3:00 pm UTC 60 mins
    The financial industry considers Account Takeover Fraud as the most common cause of loss to their digital business. Fraudsters gain unauthorized access to accounts using many different techniques. Financial institutions need to take proactive measures and a multi-layered approach to monitor, detect and block fraudulent transactions.

    How can you prevent Account Takeover Fraud and protect your business?

    Join us for a FinTech Futures webinar, in association with OneSpan, on Tuesday, 19 March 2019, to hear experts discuss:

    - Different techniques leading to account takeover attacks (real cases)
    - How to effectively protect your users without compromising on user convenience
    - How to select and implement security tools to improve authentication, protect the mobile channel and monitor fraud
    - How to accurately analyze risks based on artificial intelligence and machine learning

    Don’t miss out on this informative webinar. Register today and secure your seat!

    SPEAKERS
    Ralitsa Miteva, Business Solution Manager – Risk Analytics and Fraud Detection, OneSpan
    David Vergara, Director of Product Marketing, OneSpan
  • IR Magazine webinar – Putting the ‘S’ in ESG
    IR Magazine webinar – Putting the ‘S’ in ESG
    IR Magazine, Corporate Secretary and Intelligize Mar 21 2019 4:00 pm UTC 60 mins
    How your business operates within a broad societal context is core to the longevity of your business. Larry Fink’s 2019 letter to CEOs highlights that profits and purpose are inextricably linked. When looking at ESG issues, social impacts are often lumped in with environmental and governance issues – but investors are increasingly seeking deeper information about a company’s social impacts as a stand-alone consideration.

    A new generation of retail investors is increasingly concerned about topics like executive remuneration, board diversity or social and human rights issues throughout a company’s supply chain. New index products have appeared that screen for firms with good practices. Furthermore, the pool of institutional investors that integrate ESG factors into their investment and voting decisions is rapidly growing, as is the expectation for companies to incorporate a social narrative into their equity story, and disclose information on social factors – something that is notoriously hard to quantify.

    IR Magazine has partnered with Intelligize to deliver you this webinar. IR Magazine and Intelligize 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 Intelligize. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Intelligize’s privacy policy: https://www.intelligize.com/privacy-policy/