Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Aggregated Tax and Financial Data, Supercharge Advisor Productivity Hazal Sabah, Senior Product Manager and Chuck Hayes, SVP Revenue Top advisors know that collecting actionable data about their clients’ financial picture is key to delivering exceptional service and informed advice.... 4 days ago | 55 mins ESG’s impact on MBS performance Katie Prideaux, Sustainable Investment Analytics | Marina Manoim, Quantitative MBS Data Modeling | Irene Shi, Data Analyst Appetite for ESG metrics in the mortgage-backed securities sector is gaining momentum, but finding relevant and quantitative approaches to this comple... 4 days ago | 49 mins Best Practices for Automation During Cloud Adoption Dave Kellermanns, Field CTO & Advisor for Automation, Broadcom Everyone is packing up and moving their workloads to the cloud, but one challenge remains - these workloads need to be automated. Whether cloud-native... 1 month ago | 21 mins Mastering Mindful Leadership | Episode 14 Cait Porte - CMO, Johnny Russo Johnny Russo is interviewed by Cait - Chief Digital Officer at Lamour, he leads the Direct to Consumer division for six e-commerce brands including Cr... 2 weeks ago | 19 mins Best Practices for Automation During Cloud Adoption Dave Kellermanns, Field CTO Advisor for Automation, Broadcom Everyone is packing up and moving their workloads to the cloud, but one challenge remains - these workloads need to be automated. Whether cloud-native... 2 months ago | 21 mins Is Your Agile Management Solution Value Stream Management Ready? Renu Motwani, Head of Product for Rally, Laureen Knudsen, Broadcom Software CTO, Emma Terzian, Value Stream Mgmt. Advisor In Value Stream Management, the objective is to deliver value to the customer. To do so, organizations must gain end-to-end visibility of the flow of ... 2 months ago | 62 mins Incorporating Sustainability Into the Advisor Workflow Shila Wattamwar, and Adam Fleck Today’s investors are demanding personalization more than ever, and sustainable investing introduces an opportunity for advisors to help consider (or ... 7 months ago | 58 mins Uncovering the AI Legal Tech Adoption Journey in Germany Nina-Marie Hackbarth, Artificial Intelligence Advisor, Germany for Linklaters LLP and Sam Morris, Practice Advisor, Litera Globally, the use of legal technology is on the rise, with more and more firms adopting a variety of solutions across different practice areas and fun... 4 months ago | 58 mins Tech in M&A Transactions: Better Informed and Better Managed at Every Stage Katina Banks, Josephine Good, Vanessa Davis, Corinne Geller Whether you began practicing law 5 or 25 years ago, it is clear that technology is transforming the way work is accomplished in the legal industry. Mo... 7 months ago | 61 mins Don’t Cut the Phone Lines! Scott Gamble, Senior Portfolio Manager - Technology Workflows, ServiceNow In this video, Scott will explore how demographics are changing within the workforce, and how organisations can optimise existing and new technology t... 6 months ago | 23 mins Load more
