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 The Future of Insurance Combines In-Person and Digital Interactions Pat Albert & Mary Ellen Power, OneSpan With the initial disruption of the pandemic now past, the insurance industry is looking to modernize how insurers and broker dealers interact with cli... 4 weeks ago | 61 mins The Future of Insurance Combines In-Person and Digital Interactions Pat Albert & Mary Ellen Power, OneSpan With the initial disruption of the pandemic now past, the insurance industry is looking to modernize how insurers and broker dealers interact with cli... 4 weeks ago | 61 mins Zoom & Voice: The RIA & BD Perspectives Adi Regev, Zoom; Allen Brandt, DTCC; Blane Warrene, Smarsh Broker-dealers and Registered Investment Advisors have all had to change the way that they engage their clients to replace in-person meetings. This se... 7 months ago | 39 mins Insurance: Combining Human Connections with Your Digital Document Processes Mary Ellen Power, OneSpan & Ruth Fisk, Smart Communications As carriers and broker-dealers focus on their digital transformation priorities, completing agreements is at the center of insurance. Whether completi... 5 months ago | 61 mins Insurance: Combining Human Connections with Your Digital Document Processes Mary Ellen Power, OneSpan & Ruth Fisk, Smart Communications As carriers and broker-dealers focus on their digital transformation priorities, completing agreements is at the center of insurance. Whether completi... 5 months ago | 61 mins Scaling up your practice Vinod Jain, Jain Privy Client Pvt Ltd. A Gold Medallist Chartered Accountant, Vinod Jain stared his mutual fund distribution firm in 2001 after quitting his corporate job. Jain built his pr... 1 year ago | 65 mins How to Supervise Your Suddenly Remote Broker-Dealers & Investment Advisors ROBERT CRUZ Sr. Dir of Information Governance, Smarsh; MARIANNA SHAFIR Regulatory Advisor, Smarsh; ELIN CHERRY CEO, Elinphant The global coronavirus (COVID-19) outbreak has caused many firms to quickly adjust to the realities of a remote workforce. For firms that must adhere ... 2 years ago | 53 mins Broker-Dealers on Social Media: Understanding the Risks Roman Tobe, Product Marketing Manager Regulations put broker-dealers squarely in the spotlight of various risks and responsibilities. FINRA and the SEC govern marketing communications and ... 3 years ago | 59 mins The Future of Insurance Combines In-Person and Digital Interactions Pat Albert & Mary Ellen Power, OneSpan With the initial disruption of the pandemic now past, the insurance industry is looking to modernize how insurers and broker dealers interact with cli... 10 months ago | 61 mins The Future of Insurance Combines In-Person and Digital Interactions Pat Albert & Mary Ellen Power, OneSpan With the initial disruption of the pandemic now past, the insurance industry is looking to modernize how insurers and broker dealers interact with cli... 10 months ago | 61 mins Load more
