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US Financial Advisors

  • The financial crisis saw a large number of firms suffer huge losses through a manual and disjointed approach to approving credit. Fast-forward to 2016, and things have shifted substantially. Government regulatory changes have demanded innovation – and marketplace lenders have risen to the challenge by using predictive modeling, data aggregation, and electronic payment technology to assess the financial health of consumers and small businesses.

    But these innovations don’t just help with compliance; new lending tech dramatically improves the customer experience by demonstrating that a lender truly understands the consumer’s credit needs. To this end, the industry is moving toward developing a single, unified view of the consumer – incorporating personal, transactional, application, and product-selection data collected from financial institutions – and using this data to perform rich analytics and needs assessment for borrowers. So armed, new-age lenders can leverage this alternative data to cross-sell other credit products at key decision points during the loan-application process – a win-win for both borrowers and lenders.

    In this webinar you'll:

    * Learn the trends driving change in marketplace lending and credit risk management

    * Build more accurate predictive ratings models based on alternative data sets

    * Get insight into the future of marketplace lending and credit risk management

    Speakers:
    * Scott Crawford, VP of Product and Marketing, Ascend Consumer Financial
    * Krishna Venkatraman, SVP of Data and Analytics, OnDeck
    * Terrence McKeown, Practice Manager, Credit Analytics, Envestnet | Yodlee
    * Evan Schumann, Moderator, VentureBeat

    Join us on February 24th at 10 am PT/1 pm ET for an animated discussion on the trends driving change in lending and credit risk management. Learn how to leverage new technologies and data analytics to improve credit decisions, collections, and portfolio management.
  • According to a report by Deloitte, “RegTech companies typically have four characteristics: agility, speed, integration and analytics.” Aside from helping senior managers to use existing data for regulatory reporting and compliance tasks, many have praised RegTech for its automation benefits.

    Attend this panel session to hear an interactive discussion on:

    -How IT departments can wean themselves from legacy systems and techniques in favour of newer technologies
    -How to seamlessly transition your organisation’s compliance system
    -How RegTech can help with data collection, management, and analysis to cut costs and time
    -Top tips for organisations needing to make fast changes to comply with new regulations
  • The new regulations that have been released have been a cause for worry by many a financial institution. From PSD2 to MIFID II, attend this panel session where our experts will make sure you aren't left in the dust regarding all the new directives that may affect the way you do business.

    The panel will discuss:

    • The Difference in Regtech implementation for startup firms and institutional financial firms

    · In which direction should efforts be implemented to ensure collaboration is best supported between various parties involved and interested in RegTech

    • Leveraging technology and resources to automate the regulatory process by incorporating regulatory requirements into technology protocols.

    • In-built review process for continual assessment of data and analytics

    • Technology awareness of the regulator

    • Existing regulatory rules, policies and guidance restricting innovation and the adoption of RegTech solutions
  • Digital developments are opening new paths that are making Regulation and Compliance not only constraints but also business opportunities to redefine the rules of the compliance game, make them more palatable, more efficient, cheaper and also open commercial prospects to providers of digital products and solutions aiming at using technology with regulation and compliance.

    The So-called REGTECH sector is fast becoming particularly relevant in the fields of fintech and insurtech, using blockchain in particular as a key infrastructure to improve compliance in financial services, insurance but also trade.

    This webinar will discuss how these new advances can help with the challenges institutions face in complying with challenges such as Know-Your-Customer (KYC) and data sharing.
  • These days, no meaningful conversation on financial services innovation can be had without a mention of blockchain. It is believed by many to have the potential to address many limitations of current financial services processes and infrastructure by providing an irrevocable record of identity and provenance, and reconciling events so that there is a single version of truth. But with potential and interest also comes hype and confusion.

    In this webinar, industry experts will cut through the hype and separate myth from reality. They will explore characteristics of blockchain technology that make it suitable for financial services applications, and what current industry issues can really be solved by distributed ledger technology.
  • Interested in reaping the benefits of factor-based investing?

    Concerned about periods of factor under performance?

    Unsure which factor is right for your portfolio?

    Join our Global Equity team as they discuss research that shows the key question for investors should no longer be, "Which factor should I choose?" Rather, "When should I favor each factor?"

    You'll hear why the investment horizon, rather than the type of factor or timing of incorporating factor-based strategies, is key to meeting objectives.
  • Your customer's journey is crucial for building long-term loyalty. That's why your marketing strategy isn't one you can set and forget. It's crucial to have a top level look at the entire customer journey -- and understand that it might even be more than one journey.

    How are leading CMOs at top-performing companies planning to spend their budget and time across the buyer’s journey? From brand marketing, to demand generation to expanding customer advocacy, this webinar will illuminate where marketing leaders are allocating their money and efforts, and the key performance indicators used to measure the success of marketing teams throughout the buyer’s journey.

    We've gathered together top CMOs for a one hour candid look at their best advice for nailing the key components of the customer's journey. You'll learn which KPIs to watch, how best to budget across the board and what you're not measuring correctly -- or at all.

    Join this panel discussion as we take a deeper look at where marketing money is going – and why.

    After this webinar, you'll:

    * Gain CMO perspectives on KPIs, team structure, and resource allocation
    * Learn how CMO’s are measure marketing results
    * Get tips and advice on setting your organization up for success

    Register today for this free CMO roundtable discussion with interactive live audience question and answer session!

    Speakers:
    * Jeffrey Rohrs, Chief Marketing Officer, Yext
    * Chip House, Chief Marketing Officer, Four51
    * Ramon Chen- Chief Marketing Officer, Marketing & Product Management, Reltio
    * Moderator: Kevin Bobowski, Chief Marketing Officer, Act-On Software

    Sponsored by Act-On Software
  • Moderator Konstantin Rabin will provide general numbers on the payment industry, will take a look into start-up fundings and some examples of innovative companies in the payments industry.

    Then, he will ask the esteemed panel of experts the following questions:

    1) What are the main drawbacks of the current payment options?
    2) What should be the primary focus of the innovation in payments and why? (speed, cost reduction, transparency or anything else)
    3) Name a greatest innovation in payments happened till date
    4) Importance of cryptocurrencies in the realm of payments
    5) How do millennials change the way payments are going to develop?
    6) What are the main obstacles that prevent innovation in payments? (regulation, lack of funding, absence of common technology or anything else )
    7) What is more important to innovate, online or offline payment systems?
    8) What is the most crucial part of the Payment Service Directive 2? (or perhaps any other local directive)
    9) How large will be a share of businesses using alternative payments in 3 years from now?
    10) How would just a regular payment look in 2026?
  • Digital is doing to financial services what it did to music. Payments have been among the first fintech segment to be deeply transformed by digital. From the first Internet payment services to mobile and contactless payments and wallets, the changes are accelerating and penetration of digital and mobile payments increasing.

    In some emerging countries, where regulation has supported innovation, mobile payments have contributed to a very significant extent to improve financial inclusion and mobile operators have been playing a crucial role in these developments. On developed markets, the emergence of contactless and mobile wallets have been slower, but starting now to grow.

    In this panel session, we will discuss:

    - Strategic developments in payments and how the sector is disrupted by digital and mobile

    - The role and strategic moves from market players in the payments ecosystems: Retailers, card schemes, banks, mobile operators in developed and emerging countries

    - Lessons learnt and reverse innovation in emerging markets

    - The risks and opportunities from regulation and competition policy: PSD2, Interchange Fees regulations, Open APIs and competition issues
  • Banks have always had a strong hold on the payments industry, but now with the emergence of Fintech start-ups, there is a definite threat in the environment. Many banks have been investing in Fintech companies, which makes some wonder if they are doing this as a precautionary measure or maybe there is a genuine desire for partnership.

    In this webinar, we will tackle:

    -With banks offering security, and new players providing convenience, is there a middle ground we can reach?
    -The benefits of digital transactions
    -Changing consumer preferences
    -Key challenges in the disrupted payment environment
    -Predictions for 2016: will banks collaborate with the Fintech companies? Will there be more innovations within banks?
  • Spend an hour with George Kinder as he leads a group meditation and discusses how to establish a mindfulness practice for yourself. There will be time for Q&A and discussion.
  • Lenders today can benefit from a much wider range of the data to conduct credit scoring and KYC. Even though the technological backbone of lending certainly helps to perform better, the competition is on the raise too.

    Attend this panel session where we will take a look at the main technological, operational and marketing KPIs for a successful online lender.
  • In this webinar, the panel will discuss:

    -What is the state of the market? Who are the main companies, which sectors?
    -What makes Hong Kong an attractive Fintech hub
    -Opportunities for Foreign Fintech companies to launch there