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US Wealth Managers

  • Spotlight on... ClickDimensions
    Spotlight on... ClickDimensions
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix Recorded: May 22 2020 31 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Jamie Drysdale, UK Channel Manager at ClickDimensions, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... Microsoft
    Spotlight on... Microsoft
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix Recorded: May 20 2020 31 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a cozy fireside chat with our partners from the wealth management industry.

    In this episode we welcome Janet Jones, Head of Industry Strategy – Financial Services at Microsoft, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • Appian RPA: Automate Manual Tasks and Legacy Integrations
    Appian RPA: Automate Manual Tasks and Legacy Integrations
    Ben Dudley, Product Manager Appian Recorded: May 18 2020 31 mins
    Because the Appian platform combines RPA, workflow, AI, business rules, and case management, you have the flexibility to use the right automation technology for the right use case! Drive process automation across the enterprise by letting Appian RPA handle those high volume, mundane tasks and connecting systems that don’t have modern APIs.

    Watch this final installment in the Appian Guided Tour: Intro to Automation webinar series to learn more about seamlessly adding RPA bots into your workflows! This exclusive webinar series is powered by the Appian Trial and walks users through the core aspects of automation using the Appian platform.

    In this webinar we:

    Explore the Appian RPA feature and how it fits into Full Stack Automation
    Create and execute Appian RPA bots during a live demo using the Appian Trial
  • Spotlight on... Capita Consulting
    Spotlight on... Capita Consulting
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix Recorded: May 18 2020 31 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Amira Hilmy, Managing Principal at Capita Consulting, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • APB Leaders Week Webinar Series: The Art of Execution
    APB Leaders Week Webinar Series: The Art of Execution
    Anthony Wong, Benjamin Cavalli, Charis Wong, Donald Rice, Vincent Chui, Charlene Cong, Sebastian Enberg Recorded: May 15 2020 108 mins
    Many private banks offer the same or similar services and solutions. What separates the best from the rest is the ability to deliver relevant solutions and services to clients with efficiency, agility, and innovation. In this talk, we look at how banks are enhancing their ability to execute, and discuss operational and structural changes, including the deployment of technologies and the introduction of new teams and processes, to better harness the full capabilities of the bank and improve end-client delivery and business productivity.

    Getting your China Investment Strategy Right (Brought to you by Allianz Global Investors):
    Whilst there remains a lack of direction in which way the Chinese economy may go after the latest set of GDP data – dependent on local government stimulus efforts, or a return to global demand for exports – it remains a market where staying invested intelligently will benefit smart investors in the long-term. This session takes a look at some of the key sectors in China’s economy that our experts view as the brightest opportunities for investors, the optimum way to structure an appropriate risk-return China strategy and the product solutions available, and debate on how to get your China strategy nailed down in these volatile times to position for the recovery in consumption and industrial profit.
  • Fast Integration: Leverage Cutting Edge AI Services and your Existing Systems
    Fast Integration: Leverage Cutting Edge AI Services and your Existing Systems
    Ben Dudley, Product Manager Appian Recorded: May 14 2020 32 mins
    Automation can be defined as: “workflow with new workers”. These new workers now include business rules, AI, RPA bots and other new technologies — in addition to your most important asset…people! Appian’s low-code integration capabilities make it easy to both integrate with cutting edge machine learning services and leverage your existing systems seamlessly and quickly, while keeping your data in place.

    This is the fourth installment in the Appian Guided Tour: Intro to Automation webinar series. This exclusive webinar series is powered by the Appian Trial and will walk users through the core aspects of automation using the Appian platform.

    In this webinar we:

    Explore Appian Integrations and No-Code Connectors
    Show how Appian AI and Machine Learning Services can be woven seamlessly into an intelligent automation workflow
  • Unlocking Insights to Create Opportunities During Uncertainty
    Unlocking Insights to Create Opportunities During Uncertainty
    Katharina Kreitner & Conor Leddy, Sales and BD Managers Recorded: May 14 2020 37 mins
    Building a system of insights and recommendations is essential to this success and it relies on the use of unstructured data. A proper augmented intelligence solution is capable of gathering and analyzing terabytes of unstructured data to extract the insight you need to delight and retain customers, especially during this time of uncertainty.

    Furthermore, collating all of these insights relating to a customer within a single dashboard helps to identify risks and opportunities as soon as they occur.

    Watch this webinar to learn how to take advantage of Augmented Intelligence solutions to navigate challenging times, being aware of the risks, and detecting new business opportunities.
  • ESG in credit risk analysis: the implications of COVID-19 – part three
    ESG in credit risk analysis: the implications of COVID-19 – part three
    Joss Tantram (WBCSD), Pär Lageryd & Lena Hök (Skanska), Pasi Kyckling & Roy Antink (Stora Enso), Carmen Nuzzo (PRI) Recorded: May 14 2020 63 mins
    Join the PRI webinar jointly with the World Business Council for Sustainable Development (WBCSD) on Thursday, 14th May to hear insights from debt issuers on how ESG features in their investor value proposition, debt issuance approach and the implications of COVID-19. This is the last webinar of a three-part series, after those with the credit rating agency and fixed income investor perspectives, and is part of the PRI’s ESG in Credit Risk and Ratings Initiative.
  • APB Leaders Week Webinar Series: The Evolving Client
    APB Leaders Week Webinar Series: The Evolving Client
    Gene Tannuzzo, François Monnet, Jansen Phee, Michael Blake, Charlene Cong, Sebastian Enberg Recorded: May 14 2020 121 mins
    Research suggests that the private banking client of today and tomorrow expects greater personalisation in their advice and servicing, and in line with their goals. They expect to engage with their provider via traditional and digital channels, expect access to investments and asset classes that were previously only available to the most sophisticated investors. In this talk, we discuss how private banks are adapting to the ‘evolving’ client, how they are engaging the next-generation, and discuss how banks can defend their business from non-traditional competitors.

    Chasing yield with low quality - have traditional FMPs served investors well? (Brought to you by Columbia Threadneedle Investments)
    FMPs have become highly pervasive over the last 2-3 years. However, thanks to persistently declining interest rates, investors have been forced to go further down the quality spectrum to be able to achieve yield objectives. Especially with the virus driven recessionary context and its likely impact on credit markets and anticipated defaults. In this session, we’ll discuss how FMPs need to be designed with a fresh perspective, and how to enhance FMPs by leveraging proprietary Credit Research that focuses on quality and liquidity, coupled with a big data approach that ultimately constructs optimized portfolios that increase and narrow the variability of invested yields, whilst maintaining a high quality and risk mitigated portfolio.
  • Client Lifecycle Management for Wealth Managers: Transforming your tech & teams
    Client Lifecycle Management for Wealth Managers: Transforming your tech & teams
    Dominic Gamble, Head of APAC Recorded: May 13 2020 47 mins
    Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.

    Your current systems and processes are like musical instruments. When each instrument plays its tune, in time and on key, it sounds great. But like your client lifecycle, a complete symphony of instruments playing beautifully together is the greater than the sum of its parts. This only happens when interments come together and are organised and managed by a conductor.

    For a wealth management firm, the prospect of integrating all elements of the CLM process – from initial engagement through sales and marketing to onboarding, ongoing client servicing and regulatory compliance – can seem daunting. But you can integrate these elements step-by-step, with a long-term vision of combining them into a unified whole.

    Discover how wealth managers can orchestrate CLM, one team, one process, one service at a time, to create a productive, cost-effective and revenue generating integrated solution that enriches the client experience.

    Join our 45-minute webinar to learn:

    •Gains and savings: The significant business values of end-to-end CLM process automation
    •The CLM beginning and end: The importance of addressing each phase effectively, individually and as a whole
    •Step by step: How to implement CLM in quicker and easier to deploy projects
    •Use what you’ve already got: How to orchestrate CLM into a unified process, when you already have multiple systems in place
  • APB Leaders Week Webinar Series: Sustainability Now?
    APB Leaders Week Webinar Series: Sustainability Now?
    Arnaud Tellier, Eoin Walsh, Grizelda Lee, Tan Siew Meng, Charlene Cong, Sebastian Enberg Recorded: May 13 2020 114 mins
    The sustainable investing conversation is gathering steam in Asian private banking, and end-client interest is also on the increase. In this talk, we discuss how banks view the sustainability opportunity, how they are responding, and how the rise of sustainable investing will shape the development of the wealth management industry in Asia.

    The Future of Fixed Income (Brought to you by Vontobel): The coronavirus pandemic has brought about perhaps the greatest – and fastest – repricing of risk fixed income investors have ever witnessed. Investors could face another decade of income scarcity. For investors, this means cash will not be a viable asset class going forward and income will once again be a scarce commodity. The good news is, there is now plenty more income to be captured in the bond markets. Join our speakers in this enlightening discussion that dissects the opportunities that lie ahead for fixed income investors, key market and economic indicators that will impact a fixed income strategy, and a closer look at a particular fund strategy and performance – the Vontobel TwentyFour Strategic Income Fund.
  • Fixed Income Performance Review and Insight. For investors in the  APAC region.
    Fixed Income Performance Review and Insight. For investors in the APAC region.
    Robin Marshall, Director of Fixed Income Research, Global Markets Research, FTSE Russell Recorded: May 13 2020 28 mins
    Fixed Income markets and the Covid-19 shock.

    Robin Marshall, FTSE Russell’s fixed income research specialist, will discuss fixed income market performance and macro-economic drivers, across conventional, inflation-linked, corporate and MBS indexes and markets.

    His analysis will be framed within the context of the Covid-19 crisis and will draw upon key findings from our Market Maps 'Fixed Income Insight' report, published last week.
  • Thematic Investing: Environmental Challenges
    Thematic Investing: Environmental Challenges
    Justin Simler, Tatton IM | Hasan Cerhozi, Vigeo Eiris | Joseph Lake, The Climate Service | Louise Dudley, Federated Hermes Recorded: May 12 2020 63 mins
    Environmental change (together with social factors) are two of the most recognised megatrends thanks to an increasing focus on ESG. However, the interconnections between this and the other megatrends are less commonly explored. Between 2017-2019, 44 separate climate issues affected financial markets to the tune of USD $456 Billion. These included both severe yet acute physical risks like hurricanes, bushfires, flooding, and global pandemics as well as more chronic risks affecting our ecosystem such as loss of biodiversity, sea level rise and water scarcity.

    In Episode 2 of Thematic Investing: How Megatrends Power Thematic Portfolios, we discuss the impact of physical risks on the environment and impact of adaption and mitigation responses to these physical risks.
  • Fixed Income Performance Review and Insight. For investors in the Americas
    Fixed Income Performance Review and Insight. For investors in the Americas
    Robin Marshall, Director of Fixed Income Research, Global Markets Research, FTSE Russell Recorded: May 12 2020 29 mins
    Fixed Income markets and the Covid-19 shock.

    Robin Marshall, FTSE Russell’s fixed income research specialist, will discuss fixed income market performance and macro-economic drivers, across conventional, inflation-linked, corporate and MBS indexes and markets.

    His analysis will be framed within the context of the Covid-19 crisis and will draw upon key findings from our Market Maps 'Fixed Income Insight' report, published last week.
  • US small caps' volatility & the global pandemic
    US small caps' volatility & the global pandemic
    Steven DeSanctis (Jefferies), Tim McCourt (CME Group), Kevin Davitt (CBOE Options Institute), Sean Smith (FTSE Russell) Recorded: May 12 2020 44 mins
    We are living through a historical time of unprecedented market volatility with US small caps among the most volatile of asset classes, with traders and investors questioning how to make sense of the markets and develop a strategy for today and tomorrow.

    - Will the roller coaster ride continue for US equity markets and small caps in particular?
    - Is now the right time to stay invested or invest in US small caps?
    - What tools and strategies can I use to help manage the ups and downs?

    Leading global index provider FTSE Russell is joined by special guest Jefferies US Small & Mid Cap Equity Strategist Steven DeSanctis and index derivatives partners Cboe Global Markets and CME Group to examine the current state of the small cap equity market and practical strategies and tools for managing through unprecedented levels of market volatility.

    The panel of speakers will cover a wide range of topics including:
    - The current market environment for US small caps
    - Historical perspective on US small cap performance in significant market downturns
    - Practical investment and protection strategies for addressing market volatility

    The panel will speak for 15-20 minutes and leave plenty of time for questions from webinar participants.

    *** Please note that this webinar is addressed exclusively to investors in the USA and/or jurisdictions where Cboe’s, CME’s and Jefferies’ products are approved for distribution. ***
  • No.9 Coronavirus caution: A focus on Private Markets
    No.9 Coronavirus caution: A focus on Private Markets
    Jeremy Lawson, Chief Economist & Gershon Cohen, HO Concession Infrastructure & Nalaka De Silva HO Private Mkts Sol Recorded: May 12 2020 47 mins
    Join our expert panel live where they will be discussing Private Markets in the unprecedented environment, sharing insights on market activity, transactions, liquidity and solvency. We’ll also discuss our view on asset allocation, creation of income streams and the resilience of concession infrastructure.

    Panel:
    Jeremy Lawson, Chief Economist
    Gershon Cohen, Global Head of Concession Infrastructure
    Nalaka De Silva, Global Head of Private Markets Solutions
  • Fixed Income Performance Review and Insight.
    Fixed Income Performance Review and Insight.
    Robin Marshall, Director of Fixed Income Research, Global Markets Research, FTSE Russell Recorded: May 12 2020 29 mins
    Fixed income markets and the Covid-19 shock

    Robin Marshall, FTSE Russell’s fixed income research specialist, will discuss fixed income market performance and macro-economic drivers, across conventional, inflation-linked, corporate and MBS indexes and markets.

    His analysis will be framed within the context of the Covid-19 crisis and will draw upon key findings from our Market Maps 'Fixed Income Insight' report, published last week.
  • Seizing the ESG data norm. For investors in the APAC region
    Seizing the ESG data norm. For investors in the APAC region
    Helena Fung, Head of Sustainable Investment APAC, FTSE Russell; Ji Min Choi, Analytics Consultant, FactSet Recorded: May 12 2020 49 mins
    ESG-driven investing is now more prevalent than ever, with company ESG data being incorporated into investment decisions, risk management and company engagement.

    Specialists from FTSE Russell and FactSet share the latest trends on incorporating ESG considerations into decision-making and take a closer look at how FactSet can help you build sustainable investment strategies and multi-asset class reports.

    Topics include:

    • ESG trends in Asia Pacific markets

    • Transparency comes first - Objectivity is at the heart of FTSE Russell’s ESG Ratings methodology. FTSE Russell discusses the data collection, the different levels of data and how it can be used by investors

    • Putting ESG into practice – FactSet will reveal how clients are utilizing FTSE Russell’s ESG Ratings by leveraging FactSet’s award winning technology and solutions
    a) ESG at a glance: Where to find ESG ratings data within FactSet, and how it integrates with other data on the platform
    b) Portfolio Analysis: How to dissect a portfolio through the ESG lens and what reports are available to fuel future investment decisions

    Speakers:
    • Helena Fung, Head of Sustainable Investment APAC, FTSE Russell
    • Ji Min Choi, Analytics Consultant, FactSet
    • Moderation will be provided by Cedric Tang, Head of Asset Owner Group, North Asia, FTSE Russell
  • COVID-19 and ESG in the 2020 AGM season
    COVID-19 and ESG in the 2020 AGM season
    PRI, APG, LGIM and CalSTRS Recorded: May 11 2020 59 mins
    Join this webinar to hear from Fiona Reynolds, CEO at the PRI, and investor speakers for an overview of the questions investors should raise on ESG issues during this year’s AGM season in response to COVID-19.

    Participants will also have the opportunity to share their views on the key issues investors should consider.

    Speakers include:
    - Aeisha Mastagni, Portfolio Manager, Sustainable Investment & Stewardship Strategies, CalSTRS
    - Anna Pot, Head of Responsible Investment Americas, APG
    - Maria Larsson Ortino, Global ESG Manager Investment Stewardship, LGIM
    - Moderated by Fiona Reynolds, CEO, PRI
  • A compliant 360-degree view of your client
    A compliant 360-degree view of your client
    Dominic Snell, Director of Consulting, Wealth Dynamix Recorded: May 7 2020 31 mins
    Compliance teams within wealth management firms have to deal with, on average, 220 regulatory alerts a day according to the 2019 Thomson Reuters Cost of Compliance report. A growing burden of regulatory pressure but a necessarily evil for wealth managers to protect both their clients and industry reputation.

    And that regulatory pressure is felt throughout the wealth management firm with advisors often reporting that one day per week is spent on compliance tasks. That’s one day a week of their valuable time which would otherwise be spent enriching client relationships and drawing in new business.

    Adhering to regulations, maintaining accurate client records and ensuring robust control measures are in place is an ongoing challenge for any financial institution. But this is never more true than in the current climate where remote-working has reshaped the traditional advisor-client communication landscape.

    How are savvy wealth managers transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add commercial value to the business?

    Join industry experts from Wealth Dynamix and Recordsure on a webinar to discover:

    •The potential compliance challenges exposed by the Coronavirus situation and how wealth managers can reduce risk
    •The practical measures firms are putting in place to gain a 360-degree view of their clients
    •How wealth managers are leveraging data captured for compliance to generate additional commercial value

    If you are a Chief Compliance Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to learn more about the benefits of a compliant 360-degree view of your clients.
  • Ensuring Readiness to Support CBILS: Rapidly Deploy a CBILS Application
    Ensuring Readiness to Support CBILS: Rapidly Deploy a CBILS Application
    Michael Heffner Vice President, Global Industry Leads Appian; Laura Paul Industry Leader, Financial Services Appian Recorded: May 7 2020 29 mins
    Find out how Appian is launching a CBILS application with one of the top four leading UK banks in a matter of days, to help automate the lending process for SMEs in need.

    This webinar will provide you with an overview and demonstration of how an Appian CBILS deployment can support UK banks and accredited lenders with:

    - A digital entry point for business loan applicants
    - Intelligent rules to check applications based on British Business Bank (BBB) requirements
    - Fraud management designed to detect multiple applications from the same borrower or nonexistent business
    - Integration with existing bank systems of record and with industry standard tools like DocuSign, OCR, etc.
    - Deployment on-prem or in Appian’s secure managed cloud depending on bank’s needs.

    Presenters include:
    Michael Heffner, Vice President, Global Industry Leads Appian
    Laura Paul, Industry Leader, Financial Services Appian
    Guy Mettrick, Financial Services Industry Lead for EMEA & APAC
    Appian
    Jennifer Durina, Solutions Consultant Appian
  • What’s been driving your hedge fund benchmark?
    What’s been driving your hedge fund benchmark?
    Duncan Moir, Joe Mizzoni & Jennifer Lau Recorded: May 6 2020 29 mins
    Join us live where our expert panel - ASI’s Duncan Moir and senior members of the alternatives strategies research team Joe Mizzoni and Jennifer Lau – will discuss how hedge funds and liquid alternatives coped during March. Also covered will be strategy performance, merger arb spreads and troubles in credit-land.
  • Solutions for Supply Chain Resilience in the New Normal
    Solutions for Supply Chain Resilience in the New Normal
    Global Industry Leaders Evi Cohen and Jenna Harvey, Appian Recorded: May 6 2020 29 mins
    COVID-19 has challenged businesses around the globe. Perhaps no area has proven more critical than our supply chains.

    Join us at 10 a.m. EDT / 3 p.m BST on Wednesday May 6, as Global Industry Leaders Evi Cohen and Jenna Harvey discuss the challenges of maintaining an effective supply chain during this difficult time. A demo of how Appian can help with supply chain resiliency will also be provided by Senior Solutions Consultant, Robert Vignerot.

    Attend this webinar to learn:
    Where organizations are struggling with their supply chain operations
    The benefits of a platform approach to supply chain orchestration
    Solutions for increasing supply chain agility
  • Webinar: Using AI to Maximize the ROI of Unstructured Data
    Webinar: Using AI to Maximize the ROI of Unstructured Data
    Patrice Neff, Co-Founder; Eric Robustelli, Head of Sales, North America - Squirro Recorded: May 5 2020 32 mins
    Data has grown to become an enormous cost when considering its storage and transfer. What typically goes uncalculated are the costs associated with the missed opportunities that stem from neglected data. This is especially true within financial services and banking organizations.

    Watch this webinar recording to learn how your organization can maximize its ROI by utilizing AI-driven insights to optimize business decisions.
  • Analysing the financial impact of COVID-19 on sovereigns using ESG metrics
    Analysing the financial impact of COVID-19 on sovereigns using ESG metrics
    Katie Prideaux, Analytics Product Specialist, Yield Book Recorded: May 5 2020 30 mins
    In the current volatile market environment, the benefits of considering non-traditional fundamentals in analysis are gaining more attention than ever before.

    Within sovereigns in particular, market participants are looking to the resiliency of healthcare services and the ability of governments to put control measures in place in order to achieve an understanding of the impact to the economic outlook of that country.

    Using Beyond Ratings’ leading ESG metrics on sovereigns in the Yield Book Add-In, Katie Prideaux, analytics product specialist, has recently WRITTEN A BLOG using healthcare system ESG metrics to analyse the financial impact to various countries’ abilities to tackling the crisis.

    You are invited to a webinar where we will discuss this and wider topics in depth:

    • ESG within fixed income
    • Overview of Beyond Ratings data and Yield Book functionality
    • Use case: ESG Healthcare metrics in sovereign analysis

    Presented by Katie Prideaux, analytics product specialist, Yield Book
  • Climate Change - what's the impact of coronavirus
    Climate Change - what's the impact of coronavirus
    Amanda Young, Global Head of Responsible Investment May 26 2020 1:15 pm UTC 45 mins
    Join us for episode 10 of our live Coronavirus webinars where we focus on Climate Change. Our panel of experts will look at the impact the coronavirus has had on the climate agenda and global emissions, specifically the longer term implications for certain industries and where we may see a ‘green recovery’ on the horizon. You will have the opportunity to ask questions of our panel of experts.

    Amanda Young, Global Head of Responsible Investment
    Stephanie Kelly, Senior Political Economist
    Eva Cairns, Senior ESG Investment Analyst – Climate Change
  • Webinar - Hyperautomation oltre l'RPA
    Webinar - Hyperautomation oltre l'RPA
    Ezio Viola The Innovation Group, Constanino Croce Appian, Fabrizio Custro Amadori, Alexia Zeri Prysmian Group May 26 2020 2:00 pm UTC 67 mins
    ho il piacere di invitarla al Webinar “Hyperautomation – oltre l’RPA” organizzato da Appian, in collaborazione con The Innovation Group, sul tema dell’automazione dei processi aziendali.
    In particolare di parlerà di automazione end-to-end dei processi e di come le applicazioni di Robotic Process Automation (RPA) oggi si stiano espandendo verso contesti di automazione più ampi.

    Nella sessione interverrano, oltre ad un esperto di automazione di Appian, un analista di mercato di The Innovation Group ed alcune aziende italiane che hanno già fatto esperienza ini questo percorso di automazione più ampio. Verranno trattati:

    Esempi applicativi per vari ambiti dell’impresa
    Automazione dei processi nell’area amministrativa
    Benefici raggiungibili con i sistemi RPA e limiti dei robot software
    Come unificare e orchestrare la collaborazione tra umani, bot e algoritmi IA
    Il valore di una piattaforma che unisce RPA, BPM e sviluppo Low Code
  • Managing Digital Adoption: Banking & Payments in a Contactless World
    Managing Digital Adoption: Banking & Payments in a Contactless World
    Dr. Louise Beaumont | Simon Cureton, Funding Options | Matt Phillips, Diebold Nixdorf | Ioannis Mallios, Profile Software May 26 2020 3:00 pm UTC 60 mins
    A discussion on open banking, the accelerating need for mobile and contactless payments, and how the ecosystem is being disrupted by COVID-19.
  • Data and Machine Learning in Financial Fraud Prevention
    Data and Machine Learning in Financial Fraud Prevention
    Kayla Hartman, Data Analyst, Alloy May 27 2020 12:00 pm UTC 34 mins
    According to Capgemini’s World Payments Report 2017, global digital payments are expected to rise to roughly 726 billion transactions in 2020. The growth of digital financial services offers innumerable opportunities, expanding access to financial services products and allowing for essentially instantaneous feedback loops. With these opportunities, however, also come risks, including fraud. The threat of fraud requires financial services organizations to act proactively to minimize losses due to fraud. Analysis of data surrounding their customers and transactions is an essential effort to ensure the benefits of the digital payments space continue to outweigh the risks.

    In this webinar, Kayla Hartman will discuss the various ways data is used in fraud prevention. As a Data Analyst at Alloy, a fintech company that provides identity verification APIs for clients’ KYC (know your customer) and AML (anti-money laundering), she has firsthand experience in enhancing fraud prevention efforts through data analysis. She will dive into the ways the use of data is currently advantageous to fraud prevention, as well as the challenges that are presented in this quickly changing space.
  • Spotlight on... Azqore
    Spotlight on... Azqore
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix May 27 2020 1:30 pm UTC 30 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Sebastien Buchard, Chief Sales Officer at Azqore, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • How Fintechs Can Balance Onboarding and Security Amidst COVID-19
    How Fintechs Can Balance Onboarding and Security Amidst COVID-19
    Claudia Bate, FleishmanHillard Fishburn | Philipp Pointner, Jumio May 27 2020 3:00 pm UTC 60 mins
    COVID-19 is testing fintech. With the accelerated adoption of digital technologies, the resulting user growth challenges platforms and increases the chances of vulnerabilities in the systems, which has an effect on customer security. What can fintechs do to ensure client onboarding is swift yet safe and effective?
    This webinar will discuss:
    - the measures fintechs can put in place to ensure their systems are effective and customer privacy is not sacrificed.
    - How to balance onboarding and risk monitoring.
    - Advances in AI and Machine learning that underpin identity verification
  • ターゲット・エクスポージャ・インデックスのご紹介
    ターゲット・エクスポージャ・インデックスのご紹介
    FTSE Russellアジア・パシフィックリサーチ・ヘッド 田村浩道 May 28 2020 1:00 am UTC 45 mins
    今回のオンラインセミナーでは、FTSE Russellアジア・パシフィックリサーチ・ヘッドの田村浩道が下記の内容、および今年にローンチされたFTSEターゲット・エクスポージャ・インデックスについて紹介します。
    •「ターゲット・エクスポージャ・インデックス」は新しい発想に基づく指数構築方法
    •望ましいレベルのエクスポージャを実現することにより、“ティルト法”の発展及び利点
    •ファクターに留まらず、ESGを含めたサステナブル投資指標の応用
  • The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment
    The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment
    Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting May 28 2020 1:00 pm UTC 33 mins
    Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting, discuss key topics, from the state of fund selection to ESG and the impact of COVID-19 on the investment industry.

    Get direct information about the fund selector process during a period of volatility and hear more on driving effective client communications for asset managers during this crisis.

    Our guest speaker, Jean-Francois is the founder and principal of Terres Neuves Consulting Limited, a consultancy focusing on partnering with asset gatherers for their investment product initiatives: Strategy, Marketing, Governance, innovation.

    Previously, he built the Product Strategy team of JPMorgan Asset Management in EMEA in the support and growth of the JPMorgan Asset Management’s EMEA Funds Distribution platform.

    Before JPMorgan, Jean-Francois worked at Unicredit, where he led the Pan European Fund Selection team.

    He was responsible for the evaluation and selection of the funds offered by the UniCredit Private Bank in Italy, Germany, Austria and CEE. He initiated and rolled out their Preferred Partner programme, with a selection of 10 international asset managers as exclusive providers of fund solutions.
  • Manage Workforce Safety and Readiness: Dealing with Returning to the Workplace
    Manage Workforce Safety and Readiness: Dealing with Returning to the Workplace
    Josh Seeman, Senior Director of Solutions Sasha Cassidy, Solutions Success Manager May 28 2020 2:00 pm UTC 31 mins
    Human Resources and Crisis Management teams, already strained by the COVID-19 pandemic, must now start planning how to return the workforce to the workplace. These transitions will be complex. HR pros will need to establish their own internal policies and procedures, while navigating a variety of potential national and regional government regulations.

    Based on our Low-code automation platform, Appian offers a Workforce Safety and Readiness application that can be implemented quickly to support this need; including:

    A unified command center to safeguard the health and safety of employees. Employers can see and manage the health and work status of all workers, by geography and department, in real time.
    Fast, easy workforce screening with employees using a simple web or mobile interface to submit and update personal health and risk data required by local law and by corporate policy.
    Support for phased return-to work that allows organizations to implement a safe, phased approach for return to a physical workspace.
    Fast issue resolution for exceptions or appeals, that can be quickly managed by HR using built-in case management capabilities.
    Privacy and security with an application that runs on the Appian HIPAA-compliant cloud and helps protect sensitive employee health data.
    Watch this webinar for an overview and demonstration of how Appian can support organizations’ return to the workplace.
  • FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    Marlies Van Boven, FTSE Russell; Kilian Thevissen, National Grid UK Pension Scheme; Fadi Zaher, LGIM May 28 2020 2:00 pm UTC 45 mins
    The FTSE Target Exposure Indexes are a suite of benchmarks and investable indexes designed to target specific characteristics—such as factor, climate and ESG exposures—while minimizing all off-target, consequential exposures. Target exposures are completely flexible and can be combined to cater to specific client objectives.

    The FTSE Target Exposure Indexes were launched at the end of 2019 with the FTSE All-World Target Exposure Qual Vol Factor Index being adopted by National Grid UK Pension Scheme, a UK-based defined benefit pension fund, with LGIM serving as the investment manager.

    During this webinar we will learn about National Grid UK Pension Scheme's investment objectives and how FTSE’s Target Exposure index solution helped to meet those objectives.

    Speakers:

    • Moderator: Paul Alakija, director, asset owner group, FTSE Russell
    • Kilian Thevissen, investment manager, National Grid UK Pension Scheme
    • Fadi Zaher, head of index solutions & investment specialists, LGIM
    • Marlies Van Boven, PhD, managing director, Research and Analytics, FTSE Russell
  • New normal for Wealth Managers: Engaging customers and communicating effectively
    New normal for Wealth Managers: Engaging customers and communicating effectively
    Jaime Bolivar | Begoña Rubio | Javier Carrallo | TechRules May 29 2020 8:00 am UTC 60 mins
    This webinar will cover the following areas:
    Digital Wealth Management and customer centric solutions
    Artificial Intelligence: emerging new combinations of science and human based advisory models
    How to cover regulation with technology easily
    Client expectations, no static info anymore, personalizing experiences
    Empower partners to achieve goals

    Presented by:
    Jaime Bolivar, Managing Director TechRules | Bergoña Rubio, International Partners & Managing Director, TechRules | Javier Carrallo, Sales Development Manager, TechRules
  • Operation Efficiency vs Regulatory Precision – Are the Two Mutually Exclusive?
    Operation Efficiency vs Regulatory Precision – Are the Two Mutually Exclusive?
    Sarah Peaston, Director, Regulatory Governance Consulting Limited May 29 2020 10:00 am UTC 60 mins
    Post trade execution operations’ processing flows have experienced a technology evolution over the past two decades and have been significantly streamlined, often to the lowest common denominator. When we consider this against the often highly intricate regulatory processing requirements, what do we find?

    During this session we will consider:
    − Operational processing efficiencies
    − Regulatory precision requirements
    − Whether the two strategies crossover and easily co-exist
    or
    − Whether operational efficiency and regulatory precision are mutually exclusive?
  • Spotlight on... Ortec Finance
    Spotlight on... Ortec Finance
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix May 29 2020 12:00 pm UTC 30 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Iwan Schafthuizen, MD Business Development at Ortec Finance, to discuss

    •Why is it important for wealth managers to offer clients a high-quality, client-centric financial planning service?
    •How can technology help to make the process more efficient and advisors more effective?
    •What does the future of financial planning look like? How can technology enable it to be more of a continuous process than one off?

    Look out for more exciting discussions in this webinar series!
  • Regulatory Reporting and Credit Risk Management on the Buy-Side
    Regulatory Reporting and Credit Risk Management on the Buy-Side
    Elena Kozhemyakina, Fintech4Funds | Igor Tesinsky, intelliBONDS | Parag Samarth, Magic Finserv May 29 2020 3:00 pm UTC 60 mins
    Regulatory Reporting and Credit Risk Management on the Buy-Side: How FinTech Can Assist with Upcoming Challenges

    Over the past 3-4 years the avalanche of new Regulations has exceeded all our expectations and created a new challenging environment for market participants. EMIR, MIFIDII, the upcoming SFTR and other Regulations all require both buy and sell side clients to report to regulators in a timely manner. Banks and other larger institutions have faced these challenges by dramatically increasing their Compliance, Operations and IT departments and introducing a lot of manual work arounds while they were developing internal technical solutions that allowed them to automate the processes and meet new criteria. Buy-Side clients, especially the small to medium sized ones, have never had the luxury of expanding their compliance personnel nor did they have budgets to develop solutions internally. Order Management Systems Providers were not able to respond from their side on time and those of them that were not CLOUD based had to spend months developing new upgraded versions. However, each upgrade of the systems needs to be integrated separately into the environments of individual clients. As a result, smaller clients are suffering at the expense of larger buy-side clients who bring the larger contracts and cash flows to the Providers.
  • Spotlight on... Indigita
    Spotlight on... Indigita
    Cédric Neuville, Head of Delivery, Wealth Dynamix Jun 2 2020 1:00 pm UTC 30 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Achille Deodato, CEO at Indigita, to discuss

    •The current cross-border regulatory challenges faced by wealth managers
    •How COVID-19 and the escalation of remote working impacted this
    •How Wealth Dynamix and Indigita (and technology in general) are addressing these challenges

    Look out for more exciting discussions in this webinar series!
  • EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    PRI & European Commission Jun 3 2020 1:30 pm UTC 60 mins
    The European Green Deal and the economic recovery from COVID-19 will both require substantial public and private finance. Building from the 2018 Action Plan on Financing Sustainable Growth, the renewed Sustainable Finance Strategy will seek additional reforms to align the financial system with the EU’s sustainability goals. This webinar will provide an update on the Commission’s open consultation, ongoing sustainable finance work programme and ongoing discussions on aligning the EU recovery programme with the principles of the Green Deal.

    Speakers:
    Alyssa Heath, Head of EU & UK Policy, PRI
    Martin Spolc, Head of Unit, Sustainable Finance, European Commission
  • When is a CRM not a CLM? When it’s a core banking system.
    When is a CRM not a CLM? When it’s a core banking system.
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix Jun 3 2020 2:00 pm UTC 45 mins
    Every private bank and wealth manager need to improve client engagement, formulate more compelling prospecting campaigns and offer more personalised services that drive AuM growth.

    And although you may think that Client Lifecycle Management (CLM) is easier said than done, it doesn’t have to be that way.

    •Do you fully understand what CLM is?
    •Do you have the right tools for the job?
    •Do you have full visibility of the client lifecycle, from end to end, via one single view?
    •Is your service quality suffering due to the range of disparate systems required to manage customer interactions and records efficiently?
    •Are you able to focus on client service and business development, without being distracted by complex, disjointed systems that fail to deliver best practice?

    If you answer “no” to one or more of these questions, it is time to re-evaluate.

    The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

    Join Wealth Dynamix and Azqore on a webinar to discover what best practice CLM looks like, and how to integrate it with your core banking system within a single, unified solution that spans the entire front to back office.
  • Fully insured, AAA rated - What's different about Canadian MBS?
    Fully insured, AAA rated - What's different about Canadian MBS?
    Marina Mets (FTSE Russell), Mark Raes, CFA (BMO Global Asset Management), Jimmy Karam, CFA (BMO Capital Markets) Jun 3 2020 3:00 pm UTC 60 mins
    Specialists from FTSE Russell and BMO talk Canadian National Housing Act mortgage-backed securities (NHA MBS). Get to know the merits of the new index licensed to BMO.

    FTSE Russell has recently extended its index expertise by introducing the first transparent Canada mortgage-backed securities index. The FTSE Canada NHA MBS 975 Index is licensed to BMO Asset Management, adding to its lineup of Canada fixed income ETFs.

    Fully insured, AAA-rated, Canadian National Housing Act mortgage-backed securities (NHA MBS) backed by the Canada Mortgage Housing Corporation (CMHC) have become a sizable portion of the Canadian fixed income market. Further, these securities have benefitted from recent updates aimed to increase their secondary liquidity. The market continues to evolve supporting investor interest in Canadian mortgage-backed securities.

    Learn more about the performance, risk and liquidity characteristics of these assets from the experts at FTSE Russell and BMO Global Asset Management.
  • WealthTech Talks: In conversation with Finantix
    WealthTech Talks: In conversation with Finantix
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Jun 4 2020 8:00 am UTC 60 mins
    In this first from our series ‘WealthTech Talks: In conversation with’, our co-founder Stephen Wall will interview Christine Ciriani, Chief Commercial Officer at Finantix to get an overview of Finantix, past, present and future, and the firm’s role and vision in the changing wealth management sector.

    Through this webinar, we will speak with Christine to understand aspects of Finantix, including:

    • The origins and major developments of the business since its founding
    • The firm’s history and client base in the wealth management sector
    • The firm’s acquisition by Motive Partners, the drivers behind that and what that means for Finantix
    • The firm’s current solution offering and how that will further develop in the wealth management space and why
    • How Finantix will develop as a business over the coming five years
    • The firm’s view on how the wealth management sector is being shaped now and how it should respond

    We look forward to our discussion with Christine on June 4th and learning more about Finantix and its role in the wealth management sector.
  • The Sales superpowers to increase engagement using the right tech
    The Sales superpowers to increase engagement using the right tech
    Chris Trapp, Head of Sales, Kurtosys Systems & Jim Goundry, Head of Sales, IHS Markit Jun 4 2020 1:00 pm UTC 45 mins
    Technology innovation continues to change sales organizations at a rapid pace, effectively gifting your reps and managers with superpowers.
    For asset managers – utilising the right sales and, content automation is critical. In our up and coming webinar, we will be discussing the problems asset managers face and how to overcome those problems.

    1. The urgency to streamline processes, cut costs and create brand differentiation.
    2. Making strategic investments in sales enablement and content automation technology.
    3. Create efficiencies, scale sales and marketing processes.
    4. Reduce risks and increase AUM.
    5. Discover new ways of keeping your products and investment ideas "top of mind".
    6. Finding a new and innovative approach to providing clients with important data and timely updates.

    Attend the webinar to learn about the technology that will help increase your sales and customer engagement.
  • Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Lauren Crossett, Ramprasad ‘RP’ Sandilya, Julie Coin Jun 4 2020 5:30 pm UTC 60 mins
    June 4, 2020 | 1:30 pm ET

    -Lauren Crossett, Wealth Vertical Lead, Plaid
    -Ramprasad ‘RP’ Sandilya, VP, Business Development, Wealth & BPO at Broadridge
    -Julie Coin, President, DriveWealth

    What you’ll learn:
    -The impact of evolving investor expectations on your practice
    -How to leverage emerging technologies to grow assets under management through improved account portability
    -How COVID-19 is changing what people demand from financial services and what it means for wealth management’s digital transformation

    Wealth management is an incredibly sticky service, with little customer churn. Few services organically increase per-customer revenue over time in the way that AUM fee-based wealth management does. In spite of this value, wealth management is becoming increasingly commoditized. Downward pressure on fees continues and we are approaching the end of paid trades. Consolidation of the advisory space has not occurred—rather, it has become more competitive—with robo advisory services and breakaway RIAs providing investors with a seemingly growing number of wealth management options.

    So what can wealth management firms do to compete and stand out in this increasingly commoditized market? Firms must put a continued emphasis on delivering best-in-class digital experiences. From account opening and funding to ongoing holistic financial advice, everything must be easy, seamless, and value additive for retail investors. This webinar will explore some of the ways in which firms can work with technology vendors to revamp their digital experiences in order to accommodate investor expectations and behaviors—both of which are rapidly evolving in real-time due to the COVID-19 pandemic.
  • Spotlight on... Apiax
    Spotlight on... Apiax
    Cédric Neuville, Head of Delivery, Wealth Dynamix Jun 9 2020 1:00 pm UTC 30 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a cozy fireside chat with our partners from the wealth management industry.

    In this episode we welcome Ralf Huber, Co-founder of Apiax, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • Thematic Investing: Technological Transformation
    Thematic Investing: Technological Transformation
    Justin Simler, Advisor, Tatton IM Jun 9 2020 3:00 pm UTC 60 mins
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.
    On Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, we will discuss how different industries are being affected by shifts in technologies and what it means for investors. Sub-trends include:

    Automation: key technologies include robotics and drones, autonomous vehicles, artificial intelligence, and 3D printing
    New Fintech and financial infrastructure: technology- enabled new entrants and business model innovations and blockchain
    Advanced healthcare: Precision medicine, next- generation genomics, and drug discovery.
  • AI InsurTech: How insurers can improve efficiency in 2020
    AI InsurTech: How insurers can improve efficiency in 2020
    TBD Jun 10 2020 3:00 pm UTC 60 mins
    This webinar will discuss:
    - Claims settlement
    - Back-office operational efficiencies
    - Policy pricing
    - New client on-boarding
    - Automated payments
  • The Inevitable Policy Response - The value of nature-based solutions
    The Inevitable Policy Response - The value of nature-based solutions
    The PRI and Vivid Economics Jun 11 2020 2:00 pm UTC 60 mins
    PRI and Vivid Economics present the latest outputs from the pioneering project the Inevitable Policy Response – focussing on the value of nature-based solutions and the opportunities for global investors.

    • An inevitable policy response to climate change will increase the breadth and ambition of forest policy, with enormous growth potential for nature-based solutions.
    • This large-scale climate forestry effort will involve massive increases in finance, ramped up rapidly across multiple regions.
    • Forest-based carbon stocks can generate nearly US$7.7 trillion in net present value through to 2050, increasingly relying on private sector financing mechanisms delivered through novel business models.
    • Investors will need to move early and support market development over the near-term in order to position themselves to take advantage of large medium and long term opportunities.

    Speakers include:
    Thomas Kansy, Director, Vivid Economics
    Gemma James, Head of Environmental Issues, PRI
    Moderated by: Sagarika Chatterjee, Director of Climate Change, PRI