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US Financial Advisors

  • The FINTECH Book Series - Latest InsurTECH RegTECH & WealthTECH Trends explained The FINTECH Book Series - Latest InsurTECH RegTECH & WealthTECH Trends explained Susanne Chishti, Shan Millie, Thomas Puschmann, Janos Barberis Feb 23 2017 10:00 am UTC 60 mins
    As the front-line industry insider's look at the financial technology explosion,
    "The FINTECH Book" is your primary guide to the financial technology revolution, and the disruption, innovation and opportunity therein.

    It was the first crowd-sourced, Amazon best-selling book on FINTECH globally, representing thought leaders across 27 countries.

    Now, the Editors are launching a new series of three books on InsurTECH, RegTECH and WealthTECH and are here to answer your nagging questions.

    Join the Editors in this live webinar where they will discuss:

    -InsurTECH, RegTECH and WealthTECH trends
    -Success stories & lessons learned from investors, entrepreneurs, and visionaries
    -New business & revenue models
    -How will the respective sectors change
    -Overview of The FINTECH Book Series which will be published by the leading publisher WILEY
    - You can still vote for the best abstracts on www.TheFINTECHBook.com until 28 Feb 2017
  • 4Q Factor Research Quarterly 4Q Factor Research Quarterly Michael Hunstad, Ph.D. and Matt Peron Feb 23 2017 3:30 pm UTC 45 mins
    The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:

    • A 2017 outlook through a factor lens
    • Uncovering the link between monetary policy and factor returns
    • Current factor valuations and forecasts

    Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.

    Webinar Hosts:

    • Michael Hunstad, Ph.D.,Director of Quantitative Research
    • Matt Peron, Head of Global Equity
  • How to make money off of Facebook Messenger How to make money off of Facebook Messenger Stewart Rogers, Dir. of Marketing Technology, VentureBeat Feb 23 2017 6:00 pm UTC 60 mins
    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

    Speakers:
    * Laura Knapp, Managing Director, SRAX Social, Social Reality
    * Stewart Rogers, Director of Marketing Technology, VentureBeat
    * Wendy Schuchart, Moderator, VentureBeat
  • Factor-Based Investing: Navigating the Pitfalls Factor-Based Investing: Navigating the Pitfalls Meggan Friedman & Toby Stannard, Northern Trust Investment Strategists Feb 28 2017 9:15 pm UTC 45 mins
    Join our experts as we explore factor-based investing and how some approaches to “Smart Beta” may be setting investors up for avoidable pitfalls.

    Our Global Equity team will discuss:
    •Why factor investing now?
    •The importance of portfolio design
    •The significance of targeting pure factor exposures
  • Get Your Own Damn Pay Get Your Own Damn Pay Scott Gamble (Mobios Consulting), Bruce Parker (Modo), Daniel Maurice-Vallerey, Mike Ausems (Yello), Michael Rolph (Yoyo) Mar 8 2017 5:00 pm UTC 60 mins
    In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems. Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer lifecycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.

    This talk will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
  • Payments in a Blockchain World Payments in a Blockchain World Niamh O'Connell (Deloitte), Peter Bidewell (Applied Blockchain), Anders Brownworth (Circle), Philipp Netzer (Lykke) Mar 14 2017 11:00 am UTC 60 mins
    The payments industry has come under the microscope again as a means to apply blockchain technology. From tracking welfare payments by the government, to banks improving their payments products, to cross-border remittances becoming cheaper and easier, there is no stopping the impact the technology continues to have.

    This panel will open up the debate and discuss the following and more:

    -What is the effect of a distributed ledger solution on costly payment processing infrastructure?
    -Can blockchain technology make payments more secure?
    -Industry experts' experiences and applications
    -Future opportunities and risks involved
  • The Requirement for Identity in Distributed Ledgers The Requirement for Identity in Distributed Ledgers Ben Matthews and Matt Britton (BCS Consulting) Mar 14 2017 3:00 pm UTC 60 mins
    As adoption of distributed ledger technology (DLT) in the financial services industry moves ever closer, discussion is progressing to the next level of detail on questions of identity, governance and jurisdiction.

    The majority view – shared by industry consortia and regulators - is that DLT networks in financial services will need to be private, permissioned environments in which all participants are fully identifiable, in contrast to the pseudonymous approach taken by Bitcoin.

    This webinar will explore requirements for identity in the context of industry-strength DLT networks, and highlight key considerations for industry participants going forward.
  • Digital Payments: Where next? Digital Payments: Where next? David Parker (Polymath Consulting), Adam Kissane (Deloitte), Liam Spence (Vocalink), Alix Murphy (WorldRemit) Mar 15 2017 1:00 pm UTC 60 mins
    Digital payments saw an increase in popularity last year and doesn't show any signs of slowing down. With more and more countries supporting the fight to go cashless, will 2017 truly be the year of digital payments?

    Join this panel where industry experts will discuss:

    · Digital Payments v the need of the consumer for instant gratification are they compatible.

    · Consumers say they want to deal with banks for security v Fintech and understanding consumers what they want

    · Data and the limitations of what goes down card scheme rails

    · Closed loop digital payment solutions v new schemes v open loop who will win

    · How long until the majority of consumers no longer feel the need to carry some cash, or is that an unrealistic expectation

    · Will increasing regulation mean frictionless digital payments become a mirage
  • Solving Enterprise Business Challenges Through Scale-Out Storage & Big Compute Solving Enterprise Business Challenges Through Scale-Out Storage & Big Compute Michael Basilyan, Google Cloud Platform; Scott Jeschonek, Avere Systems; Rob Futrick, Cycle Computing Mar 15 2017 5:00 pm UTC 60 mins
    Google Cloud Platform, Avere Systems, and Cycle Computing experts will share best practices for advancing solutions to big challenges faced by enterprises with growing compute and storage needs. In this “best practices” webinar, you’ll hear how these companies are working to improve results that drive businesses forward through scalability, performance, and ease of management.

    In this webinar, you will learn:
    - How enterprises are using Google Cloud Platform to gain big compute and storage capacity on-demand
    - Best practices for efficient use of cloud compute and storage resources
    - Overcoming the need for file systems within a hybrid cloud environment
    - Understand how to eliminate latency between cloud and data center architectures
    - Learn how to best manage simulation, analytics, and big data workloads in dynamic environments
    - Look at market dynamics drawing companies to new storage models over the next several years

    In just 60-minutes, you’ll be presented with a foundation to build infrastructure to support ongoing demand growth and have ample opportunity to ask direct questions to presenters.
  • Is the cost of cross border payments now a deciding factor for SMEs? Is the cost of cross border payments now a deciding factor for SMEs? Gustė Sadaunykaitė (TransferGo), Joe Goetz (Transpay), Julian Wallis (Ingenico) Mar 16 2017 3:00 pm UTC 60 mins
    According to the latest research done by ‘Saxo Payments’ on cross border B2B payments landscape, almost 50 percent of businesses are dissatisfied with the rates associated with cross border payments, with 80 percent stating that they would consider changing supplier if it reduced costs.

    But why the adaptation of alternative providers is so slow? What kind of other solutions SMEs really have? How this cross border payment friction can be removed?

    Join us in the discussion on “Is the cost of cross border payments now a deciding factor for SMEs?” and learn what the industry experts and market players think about this issue.
  • Financial wellness solutions: Why some strike gold, and others don’t Financial wellness solutions: Why some strike gold, and others don’t Katy Gibson, VP Product Management, Envestnet | Yodlee Apr 6 2017 3:00 pm UTC 60 mins
    Not all personal financial management (PFM) solutions are created equal. If your PFM solution doesn't offer the completely tailored service your customers want, with the features they need, you've already lost them.

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

    For insight into how digital banking teams can work with their tech partners to create financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event!

    In this webinar, you'll:

    * Pivot the drivers of change and the evolution of PFM in banking
    * Improve customer interaction with financial wellness solutions
    * Use predictive analytics and AI to deliver more personalized and engaging financial wellness applications
    * Drive customer loyalty and engagement with the next wave of financial wellness solutions

    Speakers:
    * Nicole Sturgill, ‎Principal Executive Advisor, Retail Banking, CEB
    * Katy Gibson, VP Product Management, Envestnet | Yodlee
    * Evan Shuman, Moderator, VentureBeat

    Register today!
  • Ask the Blockchain Expert: Live Q&A on Blockchain Basics and Beyond Ask the Blockchain Expert: Live Q&A on Blockchain Basics and Beyond David Siegel, Blockchain and Decentralization expert Apr 6 2017 3:00 pm UTC 60 mins
    What is this Blockchain thing? What can you do with it? Where do you go from here?

    David Siegel, Blockchain and Decentralization expert, is a web pioneer, author, and serial entrepreneur. He is the world’s first web designer, started one of the world’s first web-design agencies, and sold it to KPMG.

    Tune in to this session where David will answer all of your Blockchain-related questions from the most basic, to the more complex.