Financial services firms are being challenged by three successive waves of challenges that have created the perfect storm for compliance, security and network professionals. In this webinar, Tom Dolan, Vice President of Sales for Financial Services will discuss how fast-changing regulatory requirements, advanced cybercriminals, and increasingly large and complex networks make compliance a top concern of financial services organizations.Read more >
The 2017 Digital Trends in Financial Services and Insurance report released by Econsultancy found that only 9% of financial services and insurance organisations reported being digital-first.
To keep up with consumer expectations, becoming digital-first is now a key to survival but what does this all mean for the financial services and insurance industry, which has fallen behind other sectors in the area of digital transformation? What can financial services organisations do to keep up with other industries and banking start-ups and live up to their customer experience priorities?
For financial services companies to overcome the challenges they must commit to a strong digital vision. By placing emphasis on customer experience and embracing technological innovation.
Outdated paper processes such as applications, loan documents, asset transfer requests and other forms can introduce significant delays, errors and costs into the daily operations of any Financial Services and Insurance company and can provide a poor customer experience. Fortunately, answers do exist and solutions are available that enable organisations to become more efficient and provide a customer experience that is increasingly expected in the market today.
Join Adobe and Econsultancy to learn more about:
• The 2017 Digital Trends in the Financial Services industry
• How to improve customer experience in the Financial Services Industry
• Digital customer onboarding & enrolment
• How electronic signatures can transform your user experience
Understanding credit risk and its impact on reserves and write-offs is fundamental yet challenging to manage. Join us as we share how to use Tableau to analyze exposure by risk characteristics, identify predictive indicators to illustrate potential exposure, and visualize risk concentration by risk rating.
View this webinar and we’ll cover:
-An overview on how leading financial institutions are managing borrower credit risk
-How to utilise Tableau dashboards to properly monitor risk exposure
-A data-driven strategy to leverage your analytics to improve credit risk
-Discover how your analytics can save you time and effort while maintaining the required level of risk --management and oversight needed in your operation.
Consolidating anti-money laundering and anti-fraud functions under an enterprise-wide “anti-financial crime" umbrella can deliver major efficiencies and cost-savings. But it must be approached carefully and thoughtfully, incorporating modern digital tools and developing agile risk management frameworks that enable Financial Institutions to act swiftly, reduce redundancies, and ensure compliance in an increasingly complex global banking environment. In this webinar, we will offer practical takeaways on:
•How merging AML and anti-fraud functions takes advantage of various synergies
•How risk executives can best address challenges in consolidating the two functions
•How a financial institution can maximize the benefits of AML and anti-fraud consolidation, while minimizing cost, burden and inefficiency
•How technological innovations can aid the convergence and make compliance resilient, responsive, and sustainable
IDC FutureScape reports are used to shape enterprise IT strategy and planning by providing a basic framework for evaluating IT initiatives in terms of their value to business strategy now and in the foreseeable future. IDC's FutureScapes are comprised of a set of predictions designed to identify a range of pending issues that CIOs and senior technology professionals will confront within a typical five-year business planning cycle. Each prediction is assessed based on its impact (a mix of cost and complexity to address) and time frame to expected stated adoption level.Read more >
This IDC Financial Insights study presents the top 10 predictions for the financial services industries. Each prediction is shaped by a common set of key drivers that provides a planning tool for technology leaders and their line-of-business counterparts to use in their IT strategic planning efforts. The challenges of the industry today continue to be shaped by trying to match fintech innovations while resources are scarce and regulatory burdens persist.Read more >
Are you Risk Tolerance Ready?
Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
In this webinar we will:
- Introduce Finworx360 & Our Behavioral Risk Survey
- Divulge Field-Tested Best Practices
- Deep Dive Into the Reporting Tools
- Discover the Four Individual Personas
In this new era of information and connections, the relationship between buyers and sellers has changed forever.
Whether you're beginning or mastering content and demand marketing, this session will provide actionable insights on:
* How to organize your data, tech stack, campaigns and ABM to drive consistency and growth across the customer experience
* Which content delivers the biggest impact across each stage of the customer experience
* How advanced machine learning and AI can help connect your content, to the right audience, at the right time
* How to more accurately attribute bookings and revenue growth to campaigns
In this webinar, Genady will talk about implementing AI projects in a financial services environment. More specifically, he will cover the following topic areas:
- Understanding what Artificial Intelligence can and can’t do
- What to take into consideration before the implementation and how FSI is different from other industries
- Step by step solution implementation avoiding common mistakes
- Choosing right resources for a task in-house vs. partnering vs. buying
In a changing world where 50% of home loans and 38% of auto loans are provided by a non-FI, how do you compete? The answer lies in how you collect, analyze and act on data. James will walk you through how to lay the foundation for an AI-driven approach to big data.
What You’ll Learn:
- Why data-driven financial institutions get better results
- How to build a foundation for a data-first approach
- How and when to use AI and Machine Learning in your financial institution
About the presenter:
James Dotter, Chief Financial Officer at MX, brings more than 16 years of management experience and financial expertise with industry-leading, billion-dollar technology companies. Previous to joining the MX team, Dotter managed finance and operations at InsideSales.com, one of the fastest growing tech companies in the US. He led InsideSales.com through five years of more than 100 percent revenue growth, directed talent acquisition of more than 100 employees per quarter, and raised more than $140 million in private equity financing, while building and maintaining strategic partnerships.
Come join the conversation with Don MacDonald and Jim Marous as they discuss the Digital Banking Report and the rich information it provides on how to survive in the data age.
It’s all but a foregone conclusion that financial institutions need to make the transformation to digital. In fact, many have already made huge strides and have become digital-first. But, once you’ve made the transformation, there’s a huge difference between having and using data.
There’s much hype and excitement around how AI and machine learning could transform the world of finance. But a key area of development growing behind the scenes of talking robots and automated assistants is how these new technologies will have a seismic impact on Anti-Money Laundering (AML) and Counter-terror Financing (CTF) back-end compliance processes. AI can dramatically improve AML risk data collection; spotting new risks faster and digging deeper for hidden risks.
It will also shift customer onboarding & KYC processes from ‘name matching’ to contextual ‘identity matching’ to reduce false positives and false negatives. Unlike other industries, the training data required to make this a reality with machine learning techniques are available today.
AI-driven compliance will ultimately have an enormous impact on how financial services will work - increasing automation, reducing manual overheads and helping prevent financial crime.
Presented by Charles Delingpole, CEO & Founder ComplyAdvantage
Charles Delingpole founded ComplyAdvantage in 2014, and as CEO leads the product development and growth of the company. Charles set up his first company, The Student Room Group, now the world’s largest student discussion forum, when he was 16. After completing his MA in Politics at Trinity College Cambridge, and then an MSc in Management, Strategy and Finance from the LSE, he became an associate at J.P. Morgan Cazenove. He then went on to co-found FinTech firm MarketInvoice, a peer -to - peer financing company which uses customer data to digitise the approach to financial risk analysis.
In this IDC FutureScape presentation, the IDC Worldwide Financial Services team discusses the key predictions that will impact CIOs and IT professionals in the worldwide financial services industry over the next one to three years. Senior IT leaders and line-of-business executives will come away with guidance for managing the implications these predictions harbor for their IT investment priorities and implementation strategies.
About IDC FutureScape
IDC FutureScape reports are used to shape enterprise IT strategy and planning by providing a basic framework for evaluating IT initiatives in terms of their value to business strategy now and in the foreseeable future. IDC's FutureScapes are comprised of a set of predictions designed to identify a range of pending issues that CIOs and senior technology professionals will confront within the typical three year business planning cycle. Each prediction is assessed on the basis of its complexity, organizational impact, and time frame to expected mainstream adoption.
Join Qlik® SVP of Global Marketing Robert Fleming, Lloyd’s of London, and Raymond James to learn how they’re unlocking transformative insights through data analytics. Find out how they’re using geospatial data from IoT devices to inform insurance underwriting, understanding customer profiles to inform financial advisors in real time, eliminating labor-intensive manual reporting, and more.Read more >
IDC's Consumer Banking Engagement Strategies provides critical analysis of the opportunities and options facing banks as they wrestle with their technology plans and investment decisions in alignment with their strategic goals. This research delivers key insights regarding the business drivers of and value delivered from customer-facing banking technology investments.Read more >
Hear the reactions to the Keylight GRC Platform implementation at CNO Financial.Read more >
Hear how CNO Financial has benefited from implementing the Keylight GRC Platform for their Compliance and Policy Management program.Read more >
Hear how CNO Financial handled it's audit process before adopting the Keylight GRC Platform.Read more >
Hear what drove CNO Financial to implement the Keylight GRC Platform for their Compliance and Policy Management program.Read more >
Despite the billions of dollars of investment and the rapid adoption of digital healthcare, the financial forces driving payment, claims, financing and revenue cycle have remained virtually unchanged for years, impacting care delivery, population health, and driving the unresolved political debate.
By comparison, the traditional industries of financial services and insurance are rapidly evolving and beginning to fundamentally change how transactions are conducted, to include platforms, access, monetization, and exchanges. Many of these technologies driving financial evolution in London, New York, Singapore and other centers of industry can directly apply to how healthcare can be "bought and sold," potentially democratizing healthcare transactions and changing revenue models, increasing care access and affordability.
This webinar will provide an overview of how healthcare and fintech can be combined to build a new transaction model that creates greater healthcare transparency and efficiency in care delivery
Your journey to the cloud simplified; find out how your financial services business can be faster to market, stay agile and be responsive to change. This webinar will help financial services organisations begin to plan the right way to migrate to the cloud, despite existing complex legacy infrastructure. We review business continuity, choosing what to migrate and when, ensuring comprehensive security, managing BYOD effectively and meeting budget requirements.
Registrants also get free access to Dimension Data's latest annual 'Digital Transformation Research Report'.