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.
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?
Within the last two decades, banks have nearly lost consumer payments. When it comes to lending, the market share of the banks is constantly dropping too.
In this BrightTalk session, we will take a closer look at old-fashioned banks, digital and digitalized banks, and online lenders to examine which types of companies are more likely to dominate the consumer lending. We will pay extra attention to the role of technology, especially banking APIs.
As holders of valuable client and financial data, banks have been prime targets for hackers and thieves. Entire payment systems can be compromised in the blink of an eye and clients also risk having their identities stolen.
Join this panel session where our experts will discuss:
-Best practices for preventing cyberattacks at every stage
-Top mistakes banks and financial institutions make when dealing with valuable data
-What makes you a target?
-Using real-time analytics to identify anomalies and act on them immediately
-Malware, threat prevention, next-generation security — what are they, what do you need to know?
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.
This year we've seen many changes with regards to financial regulations and all types of organisations in the industry have had to adapt and keep themselves updated lest they risk falling into a regulation trap.
Join this session where the experts will discuss:
-Grandfather versus Son - Can the Grandfather banks (traditional, older institutions) move as quickly as the Challenger banks? Are the rules different or just the attitudes influencing the approach? Is the regulator relationship different?
-Does the time taken to analyse the rules vary? Why? How do smaller institutions get the advice and consultation from experts whether they be Legal or Tax?
-Manual vs automation - linked to the first point..... does the infrastructure allow swift innovation? Whether purchased innovation or internally developed?
-How does the customer approach vary? how are customers impacted or communicated with?
-How can tools developed by software companies/Fintech innovators help? How does the way these companies change between traditional and challengers?
When doing digital business, you will never meet your customers face-to-face, and there is a need to establish certainty and proof of the customer's identity.
Digital on-boarding must be simple for the user, while at the same time gives the business enough information to ensure trust.
This presentation will:
-Take a look at methods for digital customer on-boarding, to ensure that reasonable assurance is achieved
-Discuss the importance of both identity management and identity assurance
-Explore more streamlined KYC approaches
During Technology Tuesdays,LeClair Group's insurance analyst Margaret Lett, will share more tips for insurance advisors. This week the topic will be the Medicare quote engine that is available to licensed insurance advisors.
Listen to our interview at Sibos with Leda Glyptis, Director at Sapient Global Markets.
Leda will be talking about technology trends through the changing business and value chain parameters they generate. She'll touch on the open banking revolution and what banking as a business looks like in the future.
Technology is streamlining banking process and changing relationships so much that traditional infrastructures and ways of making money are increasingly challenged across retail, corporate/commercial and institutional banking.
Join this session where our panel of experts will discuss:
-What effect is new regulation having on the traditional financial services and new players?
- Can big banks become API businesses and remain profitable?
-What do ‘sharing economies’ look like for financial services?
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.
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
How to be secure and compliant
Benefits for banks
Benefits for customers
During Technology Tuesdays,LeClair Group's insurance analyst Margaret Lett, PhD, will share how to access and use LeClair Group's Advisor Advantage website. Margaret will also answer questions during her program.
Wondering what the rise of populist politics globally might mean for investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions -- including Populist Roulette.
Join this timely webinar now and learn more about:
-Slow Growth Angst
-Market Cycles in a Cycle-less Economy
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
Daniel Phillips, CFA - Senior Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
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
* Spencer Robinson, Head of Strategy, Kabbage
* Sherif Hassan, Founding CEO, Herio Capital
* Saurabh Sharma, Founder and CEO, Indus Insights
* Terry McKeown, Practice Manager, Credit Analytics, Envestnet | Yodlee
* Evan Schuman, Moderator, VentureBeat
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.
During Technology Tuesdays,LeClair Group's owner and principal Margaret Lett, will share how to access and use LeClair Group's Advisor Advantage website. Margaret will also answer questions during her program. This week the topic will be under age 65 health insurance.
Getting to a budget that is “just right” for the needs of your organization can prove a painstaking and daunting task. Yet by following a proven approach developed by Jeff Epstein and Byron Deeter of Bessemer Venture Partners, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.
In this Webinar, you will learn how to:
Motivate your teams to perform and achieve at their highest levels.
Invest resources in the highest priority projects.
Protect the company if things go wrong or unforeseen challenges arise.
In a historically low-yielding global environment, investors are increasingly looking beyond traditional investment opportunities. Emerging markets, with improving macroeconomic policies, strengthening domestic demand, stronger balance sheets and higher FX reserves are ripe for investors seeking additional sources of return. However, with a broadening emerging market universe expanding to include Africa and Middle East, investors need to understand the risks and vulnerabilities inherent in these markets.
Looking through the lens of an investor we will discuss strategies and ways to manage your EM exposure. Discussion topics will be focused on:
• The significance of the emerging markets growing share of global GDP
• Identifying resilient emerging market opportunities
• An investment framework that explores thematic investment opportunities focused on the strength of domestic demand
• Prudent management of investment risks and regulatory frameworks in individual markets
Register now to hear from our industry experts on how to assess the relative risks and take advantage of the growing opportunities in the expanding emerging market economies.
Competition is considerably heating up with an increasing roster of new digital challenger banks acquiring banking licenses and preparing an onslaught on incumbent banks, customers will be the precious currency that each of the market players will try to either acquire or keep. And information and data on and from consumers are the oil at the core of the system.
In this framework, customers are acquiring a real leverage and a central place in the ecosystem. Their reactions and buy-in can make the success or pitfalls of the challenger banks. They have to increasingly become partners or be at the core of the developments.
The webinar will assess how market players can increase customers engagement, reach out to them in new innovative ways, but also what are the potential risks existing in this ecosystem
During Technology Tuesdays,LeClair Group's owner and principal Margaret Lett, will share how to access and use LeClair Group's Advisor Advantage website. Margaret will also answer questions during her program. This week the topic will be small group.
Thinking strategically in an environment that requires constant tactical reaction, has become increasingly difficult. And when you’re managing a pension plan, we understand the importance of constantly addressing both. In an effort to help in this process, our investment experts have created a new quarterly webinar series designed to discuss the key market events and regulatory items that specifically affect retirement plans and provide actionable ways to address them.
In our inaugural webcast will focus on three key areas:
1.Market Update – navigating the low interest environment
2.Regulatory Review – understanding the latest Pension Protection Act provisions
3.Case Studies – Innovative ways to increase duration
•Dan Kutliroff, Senior Retirement Solutions Strategist
•Jessica Hart, Practice Lead, Retirement
•Armand Yambao, FSA, EA, CFA, Director of Pension Risk Strategy
Register now for this quick, yet informative, 30 minute update to explore the most pressing items impacting retirement plan management.
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
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
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.
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.
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
* Stewart Rogers, Director of Marketing Technology, VentureBeat
* Wendy Schuchart, Moderator, VentureBeat
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 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 life cycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.
This webinar will feature a diverse panel of experts who will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".