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US Wealth Managers

  • More Than Loyalty: How the Open Economy is Changing Loyalty Programs
    More Than Loyalty: How the Open Economy is Changing Loyalty Programs
    Eric Grover (Intrepid Ventures), Thomas Tyree (FIS) and Bruce Parker (ModoPayments) Recorded: Mar 19 2019 60 mins
    Loyalty programs are nothing new, but opportunities to leverage them at the in-store and online checkout are. Innovations in payments and banking have ushered in the beginnings of the "open economy" and are bringing exciting new technologies to the market that will change the future of consumer engagement.

    Ty Tyree (FIS) and Bruce Parker (Modo) speak with Eric Grover (Intrepid Ventures) on the work they're doing in the payments and loyalty space, and what opportunities they see in the market.

    Join in to learn: Who are the major players in the "open economy"?, What are disruptors in the loyalty space doing (both banks, merchants, and payments players)?, What are new ways in which you can engage your end consumers to establish true brand loyalty?, What is the "open economy", and how are we going to see that playing out in the next 5 years?, and What is required in order to continue the "open economy"?

    Moderator:
    Eric Grover, Principal at Intrepid Ventures

    Panellists:
    Thomas (Ty) Tyree, VP of Loyalty Product at FIS
    Bruce Parker, Founder & CEO at Modo
  • Personal Shopper: Social Factors Behind Payment Choice
    Personal Shopper: Social Factors Behind Payment Choice
    Dr. Anne Lewis, Head of Product Development, Vaultex Recorded: Mar 19 2019 40 mins
    What determines how people pay for their goods and services? How might using cash instead of a debit card reflect your personality? Are you a utilitarian or hedonistic shopper?

    This webinar looks at how the way people behave could affect their choice of payment. Dr. Anne Lewis argues that an economic model is not enough to fully predict future consumer payment habits, and social factors have an important influence on whether people reach for notes or cards.
  • What is the Future for Cash?
    What is the Future for Cash?
    David Fagleman, Head of Policy & Research, Cash Services Recorded: Mar 19 2019 43 mins
    The cashless society has been talked about for decades and with the increased use of digital payments some believe it’s closer than ever. Despite this cash remains a popular method of payment for consumers and businesses, and is forecast to continue to play an important role in the payments landscape for years to come.

    Join this session for a discussion on the future of cash. This will include:

    · Data and forecasts on cash and non-cash payment methods
    · Research on the drivers behind consumer payment behavior
    · Analysis on the future of cash – it’s role as both a transactional and continuity method of payment
    · Country-specific examples
  • How Advisors Can Leverage Data Visualization To Enrich the Customer Experience
    How Advisors Can Leverage Data Visualization To Enrich the Customer Experience
    Philipp Zerhusen and Michael Diefenthäler, FactSet Recorded: Mar 19 2019 30 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.


    Listen to the second of these 30-minute live sessions, and hear from industry experts on how advisory can utilize visualization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to financial advisors, our speakers share their insight on how the five tactics discussed in the second part of our eBook, Disrupting Advisory Through Design, can be applied to the client experience to develop an online wealth platform that adds value - to the firm, to your high net worth investors, and to your book of business.
  • The state of global equity markets through the lens of FTSE GEIS
    The state of global equity markets through the lens of FTSE GEIS
    Alec Young, managing director, global markets research and Catherine Yoshimoto, director, product managment Recorded: Mar 19 2019 41 mins
    FTSE Russell’s flagship global equity indexes, the FTSE Global Equity Index Series (FTSE GEIS) will be rebalanced as of the March 18, 2019 semi-annual index review. Through this rules-based process, the index’s eight regional components will be adjusted to reflect changes that have occurred since the last rebalance across 49 developed and emerging equity markets globally.

    Join FTSE Russell on March 19th for a discussion that will explore the global equity market landscape via a summary of trends observed and changes captured during the latest global equity index review.
  • Bob Browne: An Opportunity for the Fed
    Bob Browne: An Opportunity for the Fed
    Bob Browne, CFA, Chief Investment Officer Recorded: Mar 18 2019 4 mins
    While we confirm our current positioning of being overweight risk assets, there is one thing the Fed could do this week to further reinforce our outlook for growth. CIO Bob Browne explains.
  • Stress Testing in Practice
    Stress Testing in Practice
    Christoph V. Schon, Executive Director of Applied Research Recorded: Mar 18 2019 57 mins
    A good stress test needs two ingredients. First, one needs to decide which variable(s) to stress and by how much. Second, comes the identification of a suitable calibration period for the covariance matrix used to estimate the other pricing factors. The latter can often be the more difficult, in particular if one does not want to simply rely on recent correlations to hold. In this webinar, Christoph V. Schon, Executive Director of Applied Research, will talk about the challenges he and his colleagues face (e.g. looking for relevant precedents or dealing with a lack of historical data) and how they deal with them, drawing from a number of recent studies conducted by the team.
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Paul Ellis | Matthew Blume Recorded: Mar 16 2019 29 mins
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
  • Managing Volatility: Index approaches for a smoother ride
    Managing Volatility: Index approaches for a smoother ride
    Marlies van Boven, Managing Director, Research & Analytics, FTSE Russell; Brendan Maton, IPE Recorded: Mar 12 2019 62 mins
    When faced with market volatility, many institutional investors typically allocate a percentage of their portfolio to cash. Sitting, waiting, for the waters to calm before they dip their ‘investment toe’ back in.

    However, non-participation presents a timing risk and may mean ‘missing the boat’ when markets calm and climb.

    How can investors reduce overall portfolio risk while remaining invested? How can index-based investment approaches help investors meet their defensive objectives?

    In this webinar Marlies van Boven, PhD, Managing Director Research & Analytics, FTSE Russell examines what popular indexed-based strategies can do to help limit the impact of portfolio volatility and mitigate risk.

    • Volatility – what are the key drivers behind the current market volatility?
    • Common defensive Index based strategies. Philosophy, design and objectives
    • The Minimum Variance approach – Reducing overall portfolio volatility, while maintaining diversification
    • Assessing relative performance via Analytics + FTSE Russell’s Analytics tool
    • Q&A
  • Nummo: A view on where the robo advice market is going
    Nummo: A view on where the robo advice market is going
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 12 2019 2 mins
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. As part of a longer interview with Roi about the firm's recent Robo Ranking 2019 report, we asked him specifically for his view on where he sees the robo advice market going.

    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #digitalwealth #wealthsolutions #roboadvice #wealththinking #wealthmustadapt #privatebanking
  • Michael Hunstad: Value Stocks Poised to Outperform
    Michael Hunstad: Value Stocks Poised to Outperform
    Michael Hunstad, Ph.D., Head of Quantitative Strategies Recorded: Mar 11 2019 3 mins
    In recent weeks we’ve witnessed three major market milestones, all suggesting one thing: value stocks may be poised to outperform. Head of Quantitative Strategies Michael Hunstad explains.
  • Optimization 101
    Optimization 101
    Pamela Vance, Managing Director of Product Management Recorded: Mar 11 2019 61 mins
    In this webinar, we discuss the basics of portfolio optimization. She discussed how to model and interpret portfolio optimization strategies, which strategy elements make the optimization problems more difficult to solve, and how to use the soft constraints and the constraint hierarchy to make the solution process more reliable. This presentation benefits industry participants who are new to optimization as well as long-time users who would like a refresher on the basics.
  • Ep 36:Jed Emerson on The Purpose of Capital
    Ep 36:Jed Emerson on The Purpose of Capital
    Paul Ellis | Jed Emerson Recorded: Mar 9 2019 33 mins
    In his eighth book on sustainable finance,The Purpose of Capital, Jed Emerson expands the arc of blended value investing into a multi-generational journey of personal and family discovery on the path to Other Impact. Join the conversation!
  • Nummo: Highlights from Nummo's Robo Ranking 2019 report
    Nummo: Highlights from Nummo's Robo Ranking 2019 report
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 5 2019 6 mins
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. We spoke to Roi in this first interview about the firm's recent Robo Ranking 2019 report. Roi talked to us about:

    - A brief introduction to the report
    - How many robo firms the report looked at
    - What lessons were learned that should be passed onto the average retail investor
    - What lessons other robo advisors could learn from those firms included in the report

    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Katie Nixon: What Makes a U.S.-China Deal Important
    Katie Nixon: What Makes a U.S.-China Deal Important
    Katie Nixon - Chief Investment Officer, Wealth Management Recorded: Mar 4 2019 2 mins
    The U.S. decision to delay increasing tariffs against China spurred investor optimism that a deal will soon be struck. Wealth Management CIO, Katie Nixon, explains.
  • Practical Approach to Building Superior, High-Conviction, Fundamental Strategies
    Practical Approach to Building Superior, High-Conviction, Fundamental Strategies
    Omer Cedar CEO & Founder Omega Point) and Chris Martin (Director and Solutions Specialist Axioma) Recorded: Mar 4 2019 47 mins
    In this thought-provoking webinar, Omer Cedar, CEO and Founder of Omega Point, and Chris Martin, CAIA, CIPM, Director, Product Specialist at Axioma, expanded upon the techniques and insights from our most downloaded whitepaper and associated webinar: Adding Alpha by Subtracting Beta, which captured the attention of some of the industry’s leading active managers. Since its publication one year ago, we’ve worked with many fundamental managers to apply practical approaches that have helped them capture the alpha in their strategies, without changing underlying convictions or investment style.

    During this webinar and Q&A, Omer and Chris synthesized their learnings to demonstrate how -you- fundamental PMs and their quantitative teams better can:

    * Understand and size your selections
    * Deepen your conviction in your portfolio
    * Explain your performance
    * Generate higher alpha

    Viewers will gain an understanding of a practical approach to portfolio construction that can augment a fundamental investment process and help generate better risk-adjusted returns.
  • Altegris Multi-Strategy Fund: Year in Review
    Altegris Multi-Strategy Fund: Year in Review
    Josh Goldstein, President/COO, Verition | Miguel Sosa, Portfolio Strategist, Artivest Recorded: Feb 27 2019 43 mins
    Please join us for an interactive webcast on the Altegris Multi-Strategy Fund. During the session, you will hear from Josh Goldstein, President and Chief Operating Officer at Verition, who will discuss:

    - Verition overview, investment philosophy, process, and risk management
    -Recent performance commentary
    -Current opportunity set and outlook for 2019
  • Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice
    Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice
    Paul Ellis | Randy Kaufman Recorded: Feb 26 2019 31 mins
    Randy Kaufman, Senior VP and strategic growth advisor at EMM Wealth, incorporates her study of behavioral finance and the psychology of wealth into impact investing and strategic philanthropy portfolio allocations. Her clients include multi-generational family offices, foundations and high net worth individuals.
  • Peter Yi: Deciphering the Fed Shift
    Peter Yi: Deciphering the Fed Shift
    Peter Yi, CFA - Director of Short Duration Fixed Income Recorded: Feb 25 2019 3 mins
    The Fed continues to be comfortable with being patient and data dependent with regards to any rate decisions. Peter Yi, director of short duration fixed income, explains.
  • A Survey of ESG Vendor Data: Strategies for Managing Score Differences
    A Survey of ESG Vendor Data: Strategies for Managing Score Differences
    Anthony Renshaw, Ph.D., Director of Index Solutions Recorded: Feb 25 2019 46 mins
    Environmental, social and governance (ESG) data availability, marketing presence and regulation continue to increase in the investment community. Recent articles have highlighted several remarkable instances of score divergence between data vendors. Those articles did not attempt to determine whether the disparities represented isolated outliers or were a common occurrence in ESG data.

    Using a small set of different ESG vendors, Anthony Renshaw, Ph.D., Director of Index Solutions at Axioma, examined how pervasive ESG disparities are and what drives material differences in vendor scores. He also evaluated how those disparities impact portfolio construction.
  • Ep 34: Purpose Driven Investment at Bernstein, Beyond Risk and Return
    Ep 34: Purpose Driven Investment at Bernstein, Beyond Risk and Return
    Paul Ellis | Michael Lear Recorded: Feb 24 2019 30 mins
    Michael Lear, VP and CFA with Bernstein Private Wealth Management, has spent two decades integrating impact and values-driven purpose into equity and fixed income portfolio strategies for entrepreneurs, foundations and family offices. He's a man on a mission, using public and private capital market funding to help his clients achieve sustainable investment goals.
  • Indexing Explained: The Impact of Rebalancing
    Indexing Explained: The Impact of Rebalancing
    Rolf Agather (FTSE Russell), Michael Curtis (DWS), Sam Wright (DWS) Recorded: Feb 21 2019 49 mins
    *** Please note that this webinar is addressed exclusively to professional investors in the US. ***

    "How can I efficiently capture and maintain exposure to factors" is a common question heard by index providers and ETF issuers alike. Of equal importance, though, is how the index methodology works to maintain exposure to chosen factors over time.

    Join Rolf Agather, Managing Director, Research and Innovation, FTSE Russell
    Michael Curtis, Product Development, DWS and
    Sam Wright, Capital Markets, DWS for the latest semi-annual update on:

    - Efficiently capturing multi-factor exposure
    - The changing factor exposures within indexes over time
    - The impact of latest rebalancing on embedded factor exposures
    - Top security and sector weight changes in FTSE Comprehensive Factor Indexes
  • Top 5 Tactics for Optimizing your Digital Wealth Management Strategy
    Top 5 Tactics for Optimizing your Digital Wealth Management Strategy
    Tasha Vashisht, Scorpio Partnership and Philipp Zerhusen Recorded: Feb 19 2019 29 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.

    Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen, FactSet and Tasha Vashisht, Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.
  • Evolving Priorities in Buy-Side Risk Management Technology
    Evolving Priorities in Buy-Side Risk Management Technology
    Fabien Couderc, Chief Technology Officer Recorded: Feb 19 2019 66 mins
    Market turmoil and global events led to a major decline in equity markets by the end of 2018. Did active managers cope with the fall and did risk management models and systems make the grade? What are the current requirements of risk technology and how will these needs evolve in the future?

    In this webinar, we discussed the challenges buy-side firms face and their top requirements for risk management technology.
  • Bob Browne: Focus on the Climate, Not the Weather
    Bob Browne: Focus on the Climate, Not the Weather
    Bob Browne, CFA, Chief Investment Officer Recorded: Feb 18 2019 3 mins
    Now that equity markets are off to a roaring start in 2019, various market pundits are coming out with some very specific forecasts. We prefer to focus on the climate. Bob Browne explains.
  • Yield Book Analytics Webinar: Fixed Income Assessment, Guidance & Clarity
    Yield Book Analytics Webinar: Fixed Income Assessment, Guidance & Clarity
    Christopher Jenkins, Director at FTSE Russell Mar 26 2019 2:00 pm UTC 60 mins
    Join us for an in-depth examination of how ‘The Yield Book’s’ comprehensive fixed income analytics capabilities can help asset owners fully understand the complete dynamics of their current portfolio and allow them to make more informed decisions about the future direction of their fixed income holdings.

    Christopher Jenkins, Director at FTSE Russell will demonstrate how The Yield Book can help asset owners with pre-trade analysis, risk, and performance attribution for their Fixed Income portfolios, via the analytics platform. In addition, Chris will show how ‘scenario analysis’ can be used to introduce different environment variables to ‘stress test’ a single security or portfolio.

    For over twenty-five years, The Yield Book has built a track record of client engagement with a wide range of the largest and most sophisticated financial institutions including 92% of the largest 50 US Fixed Income Money Managers. Investment management firms, banks, central banks, insurance companies, pension funds, and hedge funds.
  • Panel Discussion: 3 Game-Changing Innovation Models in Financial Services Today
    Panel Discussion: 3 Game-Changing Innovation Models in Financial Services Today
    Pat Patel, Money20/20 | Drew Graham, Standard Chartered Bank | Megan Caywood, Starling Bank Apr 4 2019 1:00 pm UTC 60 mins
    Innovation has quickly become an overused and distorted word. At Money20/20 Europe expect to cut through the hype, explore what measurements we can use to benchmark innovation and get to the heart of sustainable and commercial step change. A key question which has moved back up the C-Level agenda of established; banks, tech companies and payments companies is:

    "How can incumbents deliver meaningful game-changing innovation?"

    There are three options available for incumbents, and at Money20/20 Europe we’ll be developing deeper into each one:

    1. Can organisations transform their cultures to execute true innovation internally within their organisations? (cultural transformation)

    2. Perhaps tech transformation is the way forward, partnering or acquisitions to do so?

    3. Or do they need to achieve business model transformation by building something entirely new outside of the organisation?


    These options are being heavily debated in boardrooms throughout Europe, with a number of high profile banks recently announcing plans to build brand new subsidiaries. Some of the traditional banks, payments and tech companies are pursuing a few or all of the options while others are sitting on the fence. Which is most effective and why? What are the dynamics at play that determine success for different types of companies? Hear from the leading companies in our industry as they share their incisive insight on the successes but also the failures and the lessons learned.

    Panellists
    Drew Graham, Director, Fintech Strategy & Engagement, Standard Chartered Bank
    Megan Caywood, Chief Platform Officer, Starling Bank,

    Hosted by Pat Patel, Content Director - Europe + Asia, Money20/20
  • Listed Real Estate: Main trends in Emerging Markets and coming changes
    Listed Real Estate: Main trends in Emerging Markets and coming changes
    Catherine Yoshimoto, director product management, FTSE Russell and David Moreno, Senior Analyst Indexes & Research, EPRA Apr 11 2019 2:00 pm UTC 45 mins
    Emerging markets were significantly disrupted in 2018. However, not all countries showed the same trend.

    Join subject matter experts from FTSE Russell and EPRA (European Public Real Estate Association) who will look at volumes and performance figures of the main emerging listed real estate markets, as well as comments on the key drivers and changes observed during the second half of 2018. This webinar will present a short explanation of the main effects of the reclassification in the FTSE EPRA Nareit Global Index series of Saudi Arabia and China A-Shares to Emerging markets.

    This webinar will cover:

    • Listed real estate indexes roundup
    Catherine Yoshimoto, director product management, FTSE Russell
    • Main trends in emerging markets and coming changes
    David Moreno, senior analyst, indexes & research, EPRA
    • Q&A from the audience

    Prior to joinig this webinar, please download EPRA’s market research report “Emerging Markets H2 2018” (published February 2019):
    http://prodapp.epra.com/media/Emerging_Markets_-_H2_2018_1551101275561.pdf
  • Managing uncertainty with dividend growth
    Managing uncertainty with dividend growth
    Rolf Agather (FTSE Russell), Kieran Kirwan (ProShares) Apr 17 2019 6:00 pm UTC 60 mins
    With slowing global growth and geopolitical uncertainty, investors may look for ways to manage for potential downside risk through a connection to quality. Companies with steady dividend growth have historically been joined by stable earnings streams, good corporate stewardship and resilient business models – all signs of quality.

    Join FTSE Russell and ProShares as they discuss macroeconomics and the considerations and benefits of dividend growth approaches.

    Speakers:
    •Rolf Agather, managing director of North America research, FTSE Russell
    •Kieran Kirwan, director of investment strategy, ProShares
  • Technology as a Gamechanger for eCommerce
    Technology as a Gamechanger for eCommerce
    Daniel Kornitzer, Chief Business Development Officer, Paysafe + panel of experts Jun 3 2019 8:30 am UTC 75 mins
    What does the future of connected commerce look like? The changing need of the customer has meant that the shopping experience is changing and merchants, retailers, and payments companies need to future-proof their offerings.

    Join this panel to discover:

    -Current landscape and trends in the commerce industry
    -How can AI revolutionise the customer experience and help organisations evolve?
    -From PoS to multi-channel platforms, how can you provide a frictionless customer experience?
    -What are the risk and compliance challenges that need to be at top-of-mind?
    -How can we proactively prevent fraud rather than react when the damage has been done?
  • Identity Verification and Authentication: Balancing Compliance and Convenience
    Identity Verification and Authentication: Balancing Compliance and Convenience
    Melisande Mual, Founder at The Paypers, Berit Svendsen, EVP International Business at Vipps Jun 3 2019 11:00 am UTC 75 mins
    Organisations are often challenged with finding the right balance between innovating and staying secure. How are cutting-edge advancements revolutionising the way we look at identity and authentication?

    Join the panel to hear about:

    -Understanding the digital identity landscape
    -How to avoid drop-off during the verification process
    -How developments like biometrics, AI, blockchain can impact identity and data management
    -How to adapt and respond to new regulations like PSD2, Open Banking, and GDPR
  • Cybersecurity and Fraud: Securing the Financial Sector
    Cybersecurity and Fraud: Securing the Financial Sector
    Panelists to be announced shortly Jun 4 2019 8:30 am UTC 75 mins
    The Financial Services industry has a big target on its back when it comes to attacks by cyber criminals. How can financial institutions keep precious customer data safe whilst utilising technology to equip themselves with the tools to prevent fraud and financial crime?

    Join this panel to hear:

    - Lessons learned from recent breaches and hacks
    - AI-powered strategies to protect your financial institution
    - The unique security challenges of incumbent organisations vs. FinTechs
    - Best practices to fight fraud and financial crime
  • Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Christoffer Hernæs, Chief Digital Officer at Sbanken + panel of experts Jun 4 2019 11:00 am UTC 75 mins
    Customer on boarding can be complicated, especially within regulated industries like financial services. How can banks and new challengers ensure that this is accomplished in the most seamless way?

    Join this panel to learn:

    - Achieving speed and scalability whilst staying compliant
    - Balancing security and risk with a good customer experience
    - Common on boarding mistakes that both banks and fin techs are making
  • Digital Transformation: Trends in Banking and Payments
    Digital Transformation: Trends in Banking and Payments
    Leda Glyptis, Chief of Staff at 11:FS + panel of experts Jun 5 2019 8:30 am UTC 75 mins
    What does the bank of the future look like? What are the opportunities and challenges that technology brings to the payments ecosystem?

    Join this panel where the speakers will discuss:

    -How can data make banking more effective for the modern-day consumer?
    -What are the latest trends in new payments platforms and models?
    -How are different industries like eCommerce, retail, and insurance affected?
    -What are the effects of GDPR and Open Banking?
    -What does connected financial services look like?
    -The security pitfalls that financial institutions need to look out for
  • Data-Driven Financial Services
    Data-Driven Financial Services
    Luca Romagnoli, Director of Regulated Industries at Salesforce + panel of experts Jun 5 2019 11:00 am UTC 75 mins
    Data is the new oil. How can financial services organisations use data to revolutionise their offerings and provide a better customer experience?

    Join this panel to find out:

    - How can banks help customers put their data to good use? What have we learned from Open Banking and PSD2?
    - How can AI and predictive intelligence be used to avoid risks and provide a more seamless experience?
    - Challenges with data management and aggregation and how to solve them
    - How data analytics is impacting financial services