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US Financial Advisors

  • UBenefit Group Quoting and Enrollment: Part 2 of 5
    UBenefit Group Quoting and Enrollment: Part 2 of 5 Margaret Lett, Ph.D Mar 29 2017 3:00 pm UTC 30 mins
    Benefit Resource Inc.'s premier product is UBenefit, which is a cloud-based software application that facilitates all areas of employee benefits and human resources management.

    The UBenefit software provides
    a single solution to insurance agencies who work with LeClair Group to be able to compete in today’s changing world of health insurance and employee benefit administration.

    UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform.
  • UBenefit Individual Quoting and Enrollment: Part 3 of 5
    UBenefit Individual Quoting and Enrollment: Part 3 of 5 Margaret Lett, Ph.D. Mar 31 2017 3:00 pm UTC 30 mins
    Benefit Resource Inc.'s premier product is UBenefit, which is a cloud-based software application that facilitates all areas of employee benefits and human resources management.

    The UBenefit software provides
    a single solution to insurance agencies who work with LeClair Group to be able to compete in today’s changing world of health insurance and employee benefit administration.

    UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform.
  • UBenefit: Building an Employer Portal: Part 4 of 5
    UBenefit: Building an Employer Portal: Part 4 of 5 Margaret Lett, PhD Apr 4 2017 3:00 pm UTC 30 mins
    Benefit Resource Inc.'s premier product is UBenefit, which is a cloud-based software application that facilitates all areas of employee benefits and human resources management.

    The UBenefit software provides
    a single solution to insurance agencies who work with LeClair Group to be able to compete in today’s changing world of health insurance and employee benefit administration.

    UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform.
  • Making Open Bank a success means driving consumer adoption. So what's the plan?
    Making Open Bank a success means driving consumer adoption. So what's the plan? Dr. Louise Beaumont (Open Bank and Publicis.Sapient), Nigel Verdon (Railsbank) Apr 5 2017 11:00 am UTC 60 mins
    The phrase 'Open Bank’ means nothing to consumers - and probably never will
    But the whole Open Bank endeavour will enable innovative new services, delivered by more competitive suppliers - meaning that consumers will be able to choose from products and services that are actually relevant to them and which work in today's (and tomorrow's) world
    We'll discuss how to encourage consumers to explore and embrace the new Open Bank world
  • Measuring the qualitative – or how tech can save financial services from itself
    Measuring the qualitative – or how tech can save financial services from itself Jane Walshe (Enforcd), Malcolm Wright (Thomson Reuters), Qumram Apr 6 2017 1:00 pm UTC 60 mins
    2017 is shaping up to be the year in which RegTech catches up with FinTech and the sector is brimming with innovative ideas that can help regulated firms address regulatory requirements in an efficient and cost effective way.

    But how good is this technology, really? Can everything that is promised be delivered? At it’s best, RegTech can help firms to price and quantify the risks around a firm having a poor culture, and technology can solve problems of capturing qualitative concepts, such as behaviour and culture, and embedding these in to a firm's operational/conduct risk model.

    In this discussion, Jane Walshe of Enforcd is joined by other RegTech pioneers to discuss what RegTech can do, and also possible pitfalls to be avoided in its use.
  • 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.
  • UBenefit: Ongoing Benefit Administration: Part 5 of 5
    UBenefit: Ongoing Benefit Administration: Part 5 of 5 Margaret Lett, PhD Apr 6 2017 3:00 pm UTC 30 mins
    Benefit Resource Inc.'s premier product is UBenefit, which is a cloud-based software application that facilitates all areas of employee benefits and human resources management.

    The UBenefit software provides
    a single solution to insurance agencies who work with LeClair Group to be able to compete in today’s changing world of health insurance and employee benefit administration.

    UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform.
  • Create more engaging financial wellness solutions
    Create more engaging financial wellness solutions Katy Gibson, VP Product Management, Envestnet | Yodlee Apr 6 2017 5:00 pm UTC 60 mins
    For years, delivering a powerful personal financial management solution (PFM) consisted of providing consumers with basic budgeting, spending and tracking tools. And, while many PFM users found these tools useful, many more are still left searching for more personalized and predictive solutions to help them better understand and manage their financial wellness. Today, if your PFM solution doesn't offer the personalized services and support your customers want, with the features they need, you've already lost them.

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

    To find out how you can deliver more meaningful and productive financial wellness solutions that deliver engagement and longevity, don't miss out on this interactive VB Live event!


    In this webinar, the panelists will discuss:
    * Pivoting the drivers of change and the evolution of PFM in banking
    * How to improve customer interaction with financial wellness solutions
    * Using predictive analytics and AI to deliver more personalized and engaging financial wellness applications
    * Driving customer loyalty and engagement with the next wave of financial wellness solutions

    Panelists:
    * Katy Gibson, VP Product Management, Envestnet | Yodlee
    * Keith Armstrong, Co-founder and Chief Operating Officer, Abe.ai
    * Colin Walsh, CEO and Co-founder, Varo Money
    * Evan Schuman, Moderator, VentureBeat


    Register today!