Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
In a cluttered digital world, advertising commercials need to captivate and stimulate to deliver results for brands. To do this, visual effects techniques are bringing jaw-dropping experiences to 60-second spots on the biggest screens to the smallest. With fast-changing production pipelines and unpredictable rendering workloads, Eight VFX shopped for alternatives to rental nodes to meet peak demands. After considering a number of caching options, bandwidth optimization, and even in-house scripting, they designed a one-click cloud access solution that lead to measurable, compelling value.
In this webinar, you’ll hear how Eight VFX produces honored, high-end commercials for some of the world’s biggest brands using modern cloud computing resources with instant access to unlimited cores.
Need some Blockchain 101? Got some more complex or specific questions on Blockchain technology that you need expert advice on?
Join this live Q&A with senior leaders at Deloitte's Blockchain Lab to get real-time answers to your pressing questions on:
-The basics: what is Blockchain? Do you need it for your job? How can it help you?
-What are the limitations of the technology?
-What can we expect in 2017?
-Industry-specific, case-specific, or project-specific questions
Object Storage promises many things - unlimited scalability, both in terms of capacity and file count, low cost but highly redundant capacity and excellent connectivity to legacy NAS (Network Attached Storage). But, despite these promises object storage has not caught on in the enterprise like it has in the cloud. It seems like, for the enterprise object storage just isn’t a good fit. The problem is that most object storage system’s starting capacity is too large. And while connectivity to legacy NAS systems is available, seamless integration is not. Can object storage be sized so that it is a better fit for the enterprise?
During the weekly webinar series Technology Tuesdays, LeClair Group's insurance analyst Margaret Lett, Ph.D., shares tips with insurance advisors on how to navigate and take advantage of the Advisor tools provided on LeClair Group's Advisor Advantage website. During the webinar Margaret, with the assistance of LeClair Group's Life Insurance product expert Bob Hertz, will demonstrate how to use iGo with Life Insurance products on the LeClair Group's Advisor Advantage website.iGO is a fillable form and data gathering solution that is designed to streamline and accelerate the selling of Life Insurance insurance. iGO enables career and independent producers to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions.
With decreasing interest income for lenders, a reported 11% rise in commercial loan volumes isn’t balanced with a relative rise in profits. While certain flavors of bank-originated commercial loans are on the rise, behind the growth story lies a ticking time bomb. Join this live video panel where our experts will discuss why the time for commercial lending transformation is now.
Tune in to this live video panel where we'll cover:
-How can application, underwriting, legal process and credit management be harmonised across commercial lending products to deliver more joined up service to clients, enable digital transformation of the front office and maintain credit compliance?
-What are forward-thinking lenders doing to reduce the time it takes to originate and implement loan facilities for corporate clients by 80-90%?
-According to analyst houses, 85% of banks are looking to replace outdated Loan Origination systems and practices. What now?
With the increasing ubiquity of mobile and the digitization of cash, the payments industry is facing unprecedented disruption. One of the most hotly debated disruptors has been blockchain technology, for which payments seemed a first and obvious use-case. The application of this, however, is not without its challenges, from regulatory constraints to liquidity, trust and consumer adoption. In this talk, we speak to some of the leading operators in the blockchain payments space to learn more about their experience to date and what they see for the future of blockchain payments.
The FinTech revolution is upon us and with it comes a whole new marketplace of consumers, products and ideas. The new and exciting industry appeals to companies of all sizes and stages of growth from the smallest start-up to established giants.
In this must-see program join Dara Albright and some of FInTech's and Finance's biggest names as they discuss how best to capitalize and be successful in this new market with your investment, business or consumer choices.
You'll hear from Ron Suber of Prosper; Brian Korn, Manatt, Phelps and Phillips; Mark Rockefeller, StreetShares; Gene Massey of MediaShares; James A. Jones from IRA eXchange; and Todd Yancey of Investor Services all hosted and moderated by Dara Albright herself.
Join them as they discuss key topics such as:
- How non-exchange traded alternatives are becoming the mutual-funds of yesteryear
- What is driving retail's demand for non-exchange traded alternatives
- Using micro-investing technology to diversify across and within online marketplaces
- How legislation if being used to engineer a new breed of alternative products
- How innovations in self-directed IRAs will create new retail distribution channels for the entire alternative product universe.
- How technology will ensure the scalability of online platforms and enable traditional financial services providers to increase AUM
- How millenialls will fuel the growth of FinTech and redefine financial services
- How FinTech will replace the 401k/Pension and transform the way you save for retirement
- How modernizing the self-directed IRA is the trillion dollar FinTech opportunity
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?
o Identity and security? Is biometrics the answer?
- 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?
In Norway, Sweden and Denmark we experience 65% mobile payment adoption across the whole population. A key insight is that the services offered are all app-based payments, proprietary (like AliPay) and thus eats massively into the traditional card based payments and cash. This has a huge impact on the market dynamics as customers flock to easy to use app based solutions and merchants are no longer bound to physical hardware. Contactless cards and Apple Pay has zero market share. In this talk we will hear from the experts from the market, sharing their story on how Scandinavia became mobile payment champions of the world.
It is particularly challenging for a smaller bank to compete in payment services with larger banks. For example most cannot offer cross-currency or P2P payments. A good innovation strategy will help to nail down what the bank needs to be able to offer, to find the right FinTech partners, and to integrate their solutions.
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 quarter will focus around:
-U.S. Election: volatility & performance
-Real factor exposure: is it about sectors?
-Factor valuations and forecasts
-Up next: measuring monetary policy error
Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.
This webinar will provide investors with a framework for understanding true factor exposure and, how to approach portfolio construction differently to capture the intended exposures necessary to achieve your objectives.
Key topics include:
• The importance of execution – critical characteristics every asset owner should be aware of
• A new way to measure factor efficiency – determining your true factor exposure
• Portfolio construction 2.0 – looking at your portfolio through a different lens
• Case studies – practical applications from leading institutional investors
Stop implementing; start planning. Forrester Research shows that while messaging platform chatbots can be effective, the customer experience is too often unacceptably poor. And while it’s not a big deal when you’re ordering a pizza, the stakes are far too high for financial institutions to go all in on this generation’s chatbot technology without the right planning.
Simply put, being too early can be the same as being wrong. Bots are only as good as the systems behind them — outdated architecture and poor integration can sabotage your services and drive away customers.
But given bot technologies are shaping up to be an essential part of the FI and fintech mix, your next two to three years should be devoted to investing in foundational digital initiatives that will position you to leverage the future that’s coming fast.
Join this free VB Live event to learn how to reap the rewards of future fintech AI innovation — and get it right the first time.
By attending this webinar, you'll
* Re-engineer back-end systems to enable real-time action
* Make progress on platform improvements—or replacements
* Embrace APIs for faster, more dynamic future changes
This webinar is based on the Mobey Forum’s report, the first of two parts, and uses a standardised risk management approach to provide financial institutions with an overview of risk management in MFS, relative to the mobile device environment. To assist with risk evaluation it describes the identified threats and classifies them into twelve categories. An analysis of the risk level is then provided for each category based upon likelihood of its occurrence together with its anticipated impact.
The report contends that one of the highest risks still resides with the end user, the customer. Techniques that target the person rather than the device, such as social engineering and phishing, are often used by criminals to gain (sensitive) information that enables subsequent attacks to be launched, leading to fraud. Impersonation of the customer during the registration for or installation of a mobile financial service or during the mobile financial service transaction itself is also highlighted and examined.
Mobey Forum is now developing a second accompanying report, providing guidance to financial institutions on mitigation measures and best practices to reduce the risks identified.
With growing unease about the efficacy of quantitative easing (QE) policies, capital markets are at an important juncture. In this webinar we discuss current market conditions and the outlook for global listed property.
During the weekly webinar series Technology Tuesdays, LeClair Group's insurance analyst Margaret Lett, Ph.D., shares tips with insurance advisors on how to navigate and take advantage of the Advisor tools provided on LeClair Group's Advisor Advantage website. During the webinar Margaret, with the assistance of LeClair Group's Manager of Brokerage Operations Jennifer Cheesman, will demonstrate how to use the online Policyholder Customer Service form on the LeClair Group's Advisor Advantage website.
Faster, better, safer. These are just some of ways that the payments landscape has changed over the past few years. The payments infrastructure that we now know, is miles away from where it used to be, and it has shown no signs of slowing down.
Join this panel where we'll discuss:
Do retailers care about payments?
Which regulations are affecting payments and what are the latest updates on these?
Which innovations add value to retailers and consumers?
Can mobile and instant payments really be safer?
What do digital payments mean for smaller, independent retailers?
How can we bridge the gap between old and new payment systems?
The landscape for financial services is changing, and the jury is still out as to how the endgame is going to play out. One of the concepts shaping this future is open banking.
This development emerged out of the payment area where a perfect storm of shifting customer behavior, regulatory changes, the threat from the four horsemen (Google, Apple, Facebook and Amazon) and the quest for new business models are driving banks toward the open banking paradigm. Join this session to hear what the experts are saying, doing, and planning when it comes to this new key turning point in the banking revolution.
Join this session where our panelists will discuss:
- What challenge does mobile cause for eCommerce, and what benefits does mobile tech bring?
- Uber is the poster child for frictionless payments. How far could this mode be extended?
-Is going totally frictionless the right aim for consumer and merchant?
- What will be the significance of in-browser payments?
- Who is best placed to capitalise on frictionless payments? Card schemes? Tech companies?
- What role do wallets have?
- What does this tell us about the future of payments beyond mobile (e.g. IoT).
There is a proliferation of challenger banks in the UK - with 40 in the market, and more coming. They run the full gamut from digital first to branch first; from single product to full service; and from brand new to distinctly vintage.
Join this panel where leading experts will:
Explain the challenger bank landscape
Discuss the drivers behind the 'Challenger' (r)evolution
Argue about what's challenging and what's just PR
Predict where genuine market changing challenge will come from
Many fintech companies are successfully disrupting the financial services industry, but traditional obstacles continue to impede fast growth and compliance with strict regulations.
In this webinar, you’ll discover how cloud technology offers the necessary flexibility and functionality, at a fraction of the price of traditional telephony systems.
You’ll also have the chance to ask questions, so this is a great opportunity to better understand cloud communications and learn how your business can benefit from more integrated, flexible and smarter systems.
-Learn how to meet all communications requirements today and tomorrow in the cloud.
-Hear how cloud technology helps fintech address compliance and reduce audit costs.
-Discover how to meet all standards immediately: PCI DSS, FCA & SEC Regulation, MIFID II.
2016 has been an eventful year for FinTech in Europe. We’ve seen the rise of challenger banks, established banks snap-up stakes in rising stars, blockchain become mainstream and a growing demand by consumers, and businesses, for increasingly sophisticated FinTech solutions. Great. So now what do we think is in store for 2017?
Join this panel to hear:
-Experts' views on the year that was and what's to come
-Will Blockchain still be a big thing?
-Which new technologies can we expect to boom next year?
-What's the next step in the journey for bank-fintech collaboration?
-How will new regulations affect incumbents and new players?
-Is there any innovation left in the payments industry?
Join this panel session where our experts will discuss:
- How are customers' demands changing, and how should banks respond?
- How will new regulatory initiatives such as PSD2 and Open Banking change the face of banking?
- Are banks truly digital, or are they just digitising existing processes?
- The importance of partnerships and working with startups to unlock innovation
- Will new emerging technologies such as blockchain and AI truly shake up the banking sector? When will we see widespread adoption?
- What are the key challenges that are preventing banks from being more innovative, and how to overcome them?
In 2015, the United Nations’ 195 member countries adopted their Sustainable Development Goals (SDGs) and committed to the global transition from the fossil-fueled industrial Era to low-carbon, knowledge-richer, green economies. This requires reforming incumbent finance and democratizing such services to drive this global transition toward accessible green technologies, jobs and infrastructure. While FINTECH companies can power this transition, few have embraced the potential of this next stage of human development. Too many FINTECH startups are being acquired by incumbent banks or coopted to serve narrow interests and conventional profit-maximizing.
•Many block-chain based patents have been filed by Goldman Sachs, Wells Fargo, J.P. Morgan, Bank of America, as well as similar initiatives by Barclay’s, UBS, Santander, along with venture capital investors. Over 50 major financial institutions see FINTECH as cutting their internal costs by up to $20 billion annually by 2020.
•Will FINTECH no longer be disrupting incumbent financial giants – but serving them by merely “paving their legacy cow paths” (i.e., back-office systems, records, transfers, loans, remittances)?
•Or will FINTECH adopt higher goals and independent values beyond Wall Street’s worst greed and self-interest? Will they join the global transition to more sharing, accessible, cleaner, greener, sustainable economies for our common future?
Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
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
* Neil Ishibashi, Sr. Director, Design and Development, Fandango
* Stewart Rogers, Director of Marketing Technology, VentureBeat
* Wendy Schuchart, Moderator, VentureBeat