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US Financial Advisors

  • Creating Truly Personalized Apps with Transaction Data Insights Creating Truly Personalized Apps with Transaction Data Insights Evan Schuman, Moderator, VentureBeat Aug 24 2016 5:00 pm UTC 60 mins
    Rapidly evolving trends among digital financial services are driving fintech developers to create much more personalized customer experiences within their applications. By harnessing the power of consumer transaction data, these industry innovators can enhance customer engagement and drive more targeted cross-sell and upsell revenue opportunities.

    Analyzing consumers’ financial data is quickly becoming the future of online banking and those in the fintech community that can leverage this information quickly and effectively will have the edge and be able to deliver the personalized services necessary to attract and retain the next generation of banking customers.

    Join us on August 24 to hear from a panel of industry experts as we discuss the evolution of consumer transaction data analytics and how to leverage it to create a more contextualized and personalized user experience.

    We’ll discuss:
    * The increasing demand for fintech apps to create an individualized digital banking experience
    * The rapid advancement of gathering and analyzing consumer transactional data
    * How fintech developers can leverage contextual data to improve customer products

    Speakers include:

    * Alex Cram, Co-Founder and Chief Technology Officer, Track Technologies
    * Robin Verderosa, Senior Product Manager, Envestnet | Yodlee
    * Jim Del Favero, Chief Product Officer at Personal Capital
    * Mani Fazeli, VP of Product, Wave
    * Evan Schuman, Moderator, VentureBeat

    Register for this free event today!

    Sponsored by: Yodlee
  • How to Read Financial News More Effectively: Tips from Six Investors How to Read Financial News More Effectively: Tips from Six Investors Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski Sep 7 2016 4:00 pm UTC 60 mins
    Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
  • Crowdfunding: The next step in the revolution Crowdfunding: The next step in the revolution Julian Buhagiar (BrightTALK), Thomas Davies (Seedrs), Matt Cooper (Crowdcube), Gill Roche-Saunders (BWB Compliance) Sep 8 2016 1:00 pm UTC 60 mins
    The last few years have been massive for the crowdfunding industry. Now a $60 billion industry, it has grown to include many facets such as equity crowdfunding, perks-based models, loan-based models, and more.

    Join this session where we will discuss:

    -crowdfunding passing VC’s for the first time

    -opportunities for SMEs and the rise of “mainstream equity crowdfunding”

    -compliance challenges — how can new start-ups keep up and how can traditional players secure themselves?

    -what is the FCA saying about innovation and consumer protection?

    -what’s the profile of the modern day investor?

    -what are some of the growing pains that rising companies might feel after a successful crowdfunding round?
  • Managing the Unexpected in Retirement Investing Managing the Unexpected in Retirement Investing Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors Sep 14 2016 1:00 pm UTC 45 mins
    The pension freedoms have created a great opportunity for clients to access their accumulated wealth. OMGI’s presentation will consider what advisers/clients fear most in deriving an income strategy in retirement
    • Running out of money – exhausting the pension pot – risk of ruin
    • Their ability to sustain their existing levels of consumption given increasing life expectancy
    • The effects of inflation on the future purchasing power of their wealth
    • The ability to pass any wealth down the generations
  • How FinTech is Changing Personal Finance How FinTech is Changing Personal Finance Dara Albright, Brian Dally (Groundfloor), Jim Jones (IRA Services Trust), Sally Outlaw (CEO, Worthy) Sep 21 2016 2:00 pm UTC 60 mins
    Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.

    This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.

    This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
  • Digital Wallets: Challenges in adoption and the future of a cashless society Digital Wallets: Challenges in adoption and the future of a cashless society David Parker (Polymath), Scott Abrahams (Mastercard), Michael Rolph (Yoyo), Bruce Parker (Modo), Elizabeth Duke (Carta) Sep 21 2016 3:00 pm UTC 60 mins
    1. Will we be cashless by 2036 as the Mayor of London Research says

    2. What functionality do consumers want from wallets, so far they seem quite unimpressed with Apple Pay only representing 0.06% of US transactions

    3. Will consumers ever trust non banks to deliver financial services

    4. I only carry one wallet, will I ever use more than one digital wallet and what does this mean for closed loop wallets

    5. What will make retailer adopt and accept more payment solutions, or do they all have to just run NFC that seems to be becoming a defacto
  • Data Visualization: Best Practice Tips for Improving Personal Finance Data Visualization: Best Practice Tips for Improving Personal Finance Ina Yulo (BrightTALK), Steve Tigar (Money Dashboard) Sep 22 2016 2:00 pm UTC 60 mins
    Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.

    When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.

    Join this session where we will discuss:

    -Why is data visualization so useful when it comes to personal finance?
    -What are the best data viz tools/apps for personal finance?
    -What are customers missing from banks that personal finance fintechs are able to provide?
    -What are the best practice tips for using dashboards and apps to improve personal finance?
    -What are some common mistakes people make when managing their personal finances?
    -What are some common misconceptions of data visualization?
  • Improve Lending Portfolio Performance with Data Optimization Improve Lending Portfolio Performance with Data Optimization Evan Schuman, Moderator, VentureBeat Sep 22 2016 5:00 pm UTC 60 mins
    The financial crisis brought about huge losses to a large number of financial institutions and exposed many of the internal inefficiencies leveraged to manage risk and data within and across divisions. Today, things have changed dramatically. Despite the many regulatory changes over the years, marketplace lenders have been extremely successful implementing predictive modeling and data aggregation to assess consumers’ and small businesses’ financial health.

    New lending technologies allow lenders to improve customer satisfaction by creating a personalized and unique customer experience. By taking into consideration personal, transactional, application, and product-selection data from financial institutions, lenders are able to leverage this data for other opportunities such as cross-selling credit products during the loan-application process. These innovations ultimately provide borrowers with an intuitive and simplified borrowing process.

    In this webinar you’ll:
    * Get insight into the trends and opportunities driving change in the lending and credit risk management industries
    * Explore more accurate predictive ratings models based on alternative data sets
    * Discover the future of commercial retail lending and credit risk management
    * Learn how to improve credit decisions, collections, and portfolio management using new technologies and data analytics

    Speakers:
    * Terry McKeown, Practice Manager, Credit Analytics, Envestnet | Yodlee
    * Spencer Robinson, Head of Strategy, Kabbage
    * Evan Schuman, Moderator, VentureBeat

    More speakers coming soon!

    Join us on September 22nd at 10 am PT/1 pm ET for an exciting FREE discussion on the trends and opportunities driving change in lending and credit risk management.

    This webinar is sponsored by Yodlee
  • George Kinder on Developing a Mindfulness Practice: Part 2 George Kinder on Developing a Mindfulness Practice: Part 2 George Kinder Oct 12 2016 5:00 pm UTC 60 mins
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • Transitioning from Banking to FinTech Transitioning from Banking to FinTech Alexa Fernandez (BBVA), Helene Panzarino (Funding for Dummies), Neha Manaktala (DealIndex) Oct 19 2016 2:00 pm UTC 60 mins
    FinTech has been a buzz word for quite some time now, but how do you make a change from your traditional banking role to a Financial Technology company?

    Join us as we explore the industry and highlight opportunities for bankers in FinTech. We'll feature people that have successfully transitioned, leveraging their experience and skills into exciting new roles.
  • Mobile Banking - the real killer-app in Mobile Financial Services? Mobile Banking - the real killer-app in Mobile Financial Services? Kristian Sørensen (Norfico) Oct 19 2016 3:00 pm UTC 60 mins
    While Mobile payments solutions get most of the attention, despite relatively little user uptake, mobile banking has taken most of the world by storm and is now the most frequently used banking channel in many markets.

    Combining mobility with usability and innovative services e.g. in the PFM space has made mobile banking a true success.

    Finally, as demonstrated by the mobile only challenger banks entering the scene mobile banking has become an important battleground for customer acquisition and retention.

    In this panel we will discuss the following topics:
    Current state of mobile banking
    The options for challenger banks
    Recent innovation
    Killer features
    Benefits for banks
    Benefits for customers
    Future outlook
  • Coding the Future of FinTech with Smart APIs and Financial Data Coding the Future of FinTech with Smart APIs and Financial Data Lars Markull (Figo), Bharat Bhushan (IBM), Giles Sutherland (Carta Worldwide) Oct 20 2016 2:00 pm UTC 60 mins
    Financial data is both the most intimate and most powerful data we have about ourselves. Financial data should not kept in a silo but openly available to third parties, -- this is required for true innovation. However, security and data protection are crucial. Banks and third party providers have to work together to provide the infrastructure required to innovate.

    Join this webinar where we will discuss:
    -The power of APIs -- how to integrate banking data and financial sources quickly and easily
    -What developers need to know about banking APIs and how to foster new services in the FinTech space
    -PSD2 Post-Brexit -- what now?
    -Will traditional banks be replaced by FinTech banks one day?
    -Which is the biggest challenge: market education, technical issues, or regulation?
  • Delivering Solutions for Tomorrow: Innovation in Payments Delivering Solutions for Tomorrow: Innovation in Payments Rashee Pandey (Bankable), Kriya Patel (The Bancorp), Kit Carson (Verdict Financial) Nov 17 2016 3:00 pm UTC 60 mins
    Payments touches everyone. Hence, it is not a surprise that the industry is worth £75 trillion. With digital innovation adding new payment instruments for consumers, speed and transparency coupled with good user experience have become the norm in the area of payments. Following suit, more and more businesses now too are expecting payments to be processed in real-time.

    With increased expectations and continuous innovation, let’s discuss the present state of innovation and trends in payments globally, the industry challenges and debate on what is the best way forward to innovate in payments.

    Innovation in Payments
    - Payments Today
    o Developed markets vs Emerging markets
    o Which other industries, besides banking, is payments disrupting/innovating in?
    o What current B2B and B2C payment solutions stand out?
    - Challenges
    o Regulation?
    o Identity and security? Is biometrics the answer?
    o Infrastructure?
    o More?
    - What next?
    o How should/would the payments ecosystem look like in the next 5-10 years?
    o Is collaboration between players in the payments ecosystem the answer to innovation?
    o What role will open APIs play in this innovation process?
    o Will digital currencies play a significant role in everyday life?
    o What is UK’s position in paving the way forward for innovation in payments globally?