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The idea of "wherever, whenever" banking has forever changed how consumers expect to bank and borrow, and today's emerging technologies like conversational agents are only adding fuel to that fire.
As the ante continues to be raised by those inside and outside of the sector (read Amazon, Uber, and Apple just to name a few), financial institutions are working harder than ever to quickly deliver compelling, simplified, and differentiated digital experiences that translate into customer loyalty.
On this webinar, Jared Johnson sits down with Discover's Director of Digital Experiences, Steve Furman, to discuss:
- Why retail banks and lenders must re-imagine customer experiences across the entire customer journey
- The importance of introducing new digital products and services to stay competitive in today’s changing world
- How retail banks should look to tackle digital transformation from the inside-out
- And much more!
We provide a boutique investment experience for institutional and intermediary clients around the world. With an unwavering focus on bottom-up, fundamental research, our goal is to compound our clients’ capital over time without undue risk.
With the ongoing turmoil in the individual health insurance industry, it is crucial for both the broker and client to fully understand what all of the available options are. The Affordable Care Act remains a good solution for many consumers, but there is a subset of the population that continues to find that option less and less affordable every year.
Join LeClair Group and UnitedHealthOne for a webinar on December 14 at 10:00 am CDT to learn more about UnitedHealth One's new products, launching on December 15, that you will be able to offer your clients either as an alternative or supplement to ACA coverage.
Learn how Finworx360 empowers financial advisors to know their client's even better. Using our 10-minute Behavioral Risk Survey, each Finworx360 profile reveals an investor’s persona, risk preferences, emotional and cognitive biases, attitudes toward losses, gains, and leverage, and persona-based communication tips. This helps improve communications, drive behaviors and improve outcomes. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com
How Marketers at Traditional Asset Management Firms Can Win the Narrative Battle... or Lose It
Robo advisor brands like Betterment and Wealthfront have disrupted the asset management landscape, particularly in certain segments like millennials. In this webinar, Doug Randall, CEO and Founder of Protagonist will illustrate how robo advisors have taken hold in the consumer's mind as well as examine consumer beliefs about investing today. From there, he'll walk through the narrative battle that's being waged between traditional asset management firms and the upstarts, showing the six steps that marketers at traditional firms will have to take if they hope to win.
In this webinar you'll learn:
- Six steps to winning any narrative battle
- Key consumer beliefs around robo advisors
- How traditional asset managers can leverage narratives to communicate more effectively, from marketing content to PR
FlexShares' Disciplined Duration MBS Index Fund offers more exposure to mortgage-backed securities.
MBSD attempts to give investors mortgage-back securities (MBS) benefits while also limiting effective duration contraction and extension variability. Duration is the sensitivity of a fixed income security’s price to a change in interest rates. Historically it has been a viable alternative for individual and institutional investors to help minimize risk with MBS securities. Unlike legacy MBS products, MBSD tracks an index comprised of MBS securities from a variety of U.S. agencies.
Want more information about Disciplined Duration MBS Index Funds from FlexShares? Contact us today. https://www.flexshares.com/contact-us
Could now be the time to add or increase allocations to international stocks? Consider the following: Historical performance over the past nearly five decades shows that domestic and international stocks have moved in a cycle of alternating outperformance. While past performance is no guarantee of future performance, this suggests that the cycle of domestic stock outperformance may be trending downward. While international stocks beat U.S. stocks by a wide margin for most of the 2003-2007 period, U.S. stocks have generally outperformed international stocks since then, in one of the longest winning streaks for U.S. stocks since 1970. We'll provide an overview of our view of asset allocation using a technical lens. Join us to see how using momentum-based strategies might be a fit for your clients' goals.
Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).
John Lewis, CMT, is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
Find out how the FlexShares Morningstar US Market Factor Tilt Index suite of funds are engineered to provide deep exposure to the broad US equity market, while seeking to take advantage of the longer-term small cap and value performance advantage.
· Pay by bank from Vocalink, Pingit from Barclays; Accenture has forecast a 30% drop in card volume based on open banking and PSD2, will these new solutions really eat into Debit and what is happening around regulation on them
· IoT payments are much hyped, can the schemes deliver on tokenization solutions for all devices or only with big brands
· Will we all be wearing our payments in five years, or just have it embedded in our finger
· Are we seeing the re-birth of the QR code with Tesco and the schemes in emerging markets or is it just a flash in the pan
· Can Fintechs really take advantage of the emerging payment trends or is it a market for the big boys only
· Clearbank the first new settlement bank in the UK, does this actually indicate a new trend of big banks being wholesalers and small Fintechs being retailers
Institutional investors are increasingly using factors as a lens to analyze asset allocation, but what is the optimal mix of factors when it comes to portfolio construction? In this next installment of our webinar series, we take a more holistic approach to discussing how factors should be viewed in the context of your strategic and tactical asset allocation and fulfillment.
It’s no longer business as usual in the multibillion-dollar tech M&A market. New buyers are displacing many of the long-time leaders, while other companies from far outside the tech industry are suddenly looking for ways to buy into new trends. To help you navigate this changing M&A landscape, join Brenon Daly, 451 Research’s Director of Financials, for a look ahead to activity in 2018. Drawing on data and insight from across 451 Research, our annual Tech M&A Outlook webinar will highlight specific trends in key enterprise IT markets – including information security, software, mobility and IoT -- that will shape dealflow and valuations in the coming year.
In 2018, the gains realized from applied analytics will become so pervasive that we expect virtually every security product to be an analytics product. Automation will become more evident, identity will assume new importance, and consolidation will be the word of the day at the endpoint. With new classes of security concerns already making headlines in 2018 – and with EU Global Data Protection Regulation and privacy in the spotlight - what risks are on the horizon?
Join Scott Crawford, Research Director, Information Security at 451 Research for a live webinar on February 13 as he reviews these and other trends expected to shape the information security landscape in 2018, and the level of impact those trends will have on the market. Come armed with questions, as there will be a live Q&A session at the end of the webinar.