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    • Financial Institution Regulatory Update Financial Institution Regulatory Update Bill Gienke, Director – Financial Institutions, Bill Turner, Director – Risk Advisory , Cathy Dunn, Risk Advisory Recorded: Dec 6 2012 4:00 pm UTC 61 mins
    • The Consumer Financial Protection Bureau (CFPB) and other Dodd-Frank-related regulatory changes continue to stretch financial institutions’ ability to monitor operational activities and implement new requirements. Financial institutions need to understand the impact of these changes and apply streamlined compliance monitoring and implementation approaches.

      During this webinar, we'll highlight key regulatory trends and provide pragmatic insights into leading risk and compliance management practices. After participating in this webinar, you'll be able to:
      • Describe the requirements of recent Regulation E changes and other recent Dodd-Frank rulemaking initiatives
      • Prepare for a CFPB examination and identify actions that improve consumer complaint processes and minimize the risks of Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)
      • List key examination trends
      • Compare your compliance efforts to leading compliance programs and related practices

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    • Financial Institution Regulatory Update Financial Institution Regulatory Update Bill Gienke - Director – Financial Institutions, Bill Turner - Director – Risk Advisory and Rita Nash - Risk Advisory Prof Recorded: Jun 5 2013 3:00 pm UTC 60 mins
    • The Consumer Financial Protection Bureau (CFPB) and other regulatory agencies are now fully implementing the rules and oversight authority granted to them under the Dodd-Frank Act. Financial institutions need to understand these changes in order to enhance their compliance and risk management systems to meet these increased regulator expectations.

      During this webinar, we'll highlight key regulatory trends and provide pragmatic insights into leading risk and compliance management practices.

      After participating in this webinar, you'll be able to:
      •Articulate the key objectives of a compliance management systems (CMS) as defined by the CFPB
      •Describe and implement the CFPB’s “three lines of defense.”
      •Identify emerging examination trends and pressures
      •Identify requirements for model governance and current regulator expectations and leading practices related to model validation

      1 CPE Credit
      This is an intermediate-level, group-Internet based Webcast event; as directed by NASBA*, experience in management required. There is no advanced preparation required for this event in the Management Advisory Services field of study.

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    • Big data’s big advantage for financial institutions Big data’s big advantage for financial institutions Mark Melton, Sales Engineer, Platfora Recorded: Apr 28 2016 3:00 pm UTC 53 mins
    • For global financial institutions, it’s nearly impossible to keep up with market changes, regulatory changes, security concerns, and technology advancements. But the right big data discovery solution lets you quickly extract insights—and enables everyone across your organization to dig deep into your big data to stay ahead of market and compliance requirements. What’s more, you can view the insights directly in Platfora or export your findings into any BI tool you prefer.

      Join this webinar to see how Big Data Discovery helps detect and monitor these top challenges:
      • Anti-money laundering
      • Financial liquidity monitoring
      • Sector equity within retail wealth management

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    • Time for Financial Institutions to Get Serious about Predictive Analytics Time for Financial Institutions to Get Serious about Predictive Analytics Sirpa Nordlund (Mobey Forum), Kasper Sylvest (Danske Bank), Amir Tabakovic (BigML), Nick Jetten (VODW) Recorded: Jul 11 2016 2:00 pm UTC 61 mins
    • This first white paper of the new series discusses the value of predictive analytics for the financial industry and answers the
      question why this is the right time to start with predictive analytics and how to empower entire organisations to use it.

      As mobile technology evolves and everything around us – not just our mobile devices– is becoming connected we are
      entering a new era of connected experiences. The customer journey in the financial industry is completely digitized. This
      exponentially increases the number of interactions between a financial service company and its customers.
      Customers expect banks to understand their context and the challenge for financial industry is to be relevant at all these interactions.

      In this webinar, we will discuss:

      -How predictive analytics will lead to vast improvements of existing static business rules and achieve progress like reducing cost, increasing revenues and improving customer experience

      -Why Mobey Forum expects that predictive analytics skills will soon be essential for banks to keep their position in the market
      against non-banks but also other banks that will be using predictive analytics as a competitive weapon

      -Why we should not just focus on a "rear view mirror" approach, but also identify and address questions concerned with the future

      -Areas of application for predictive analytics in financial institutions

      -Case studies of card-linked offers, next best action, pricing, claim handling, risk assessment

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    • Financial Institution Regulatory Update Financial Institution Regulatory Update Duane Baldwin-Director, Information Security, Bill Gienke-Director, Financial Services, Bill Turner-Director, Risk Advisory Recorded: Jun 14 2012 3:00 pm UTC 60 mins
    • The Consumer Financial Protection Bureau (CFPB) and other Dodd-Frank related regulatory changes continue to stretch financial institutions’ ability to monitor operational activities and implement new requirements. In addition, expanded use of mobile banking and other technologies are adding additional burdens to the risk and compliance teams. Financial institutions need to understand the impact of these changes and implement streamlined compliance monitoring and implementation approaches.

      During this webinar, we'll highlight key regulatory trends and provide pragmatic insights into leading risk and compliance management practices.

      After participating in this webinar, you'll be able to:
      •Identify key risks associated with mobile banking and related mitigation activities
      •Describe the current status of the CFPB’s rule making and the impact on compliance activities and examinations
      •Describe the current status of key Dodd-Frank regulatory initiatives
      •Compare your compliance efforts with a model program

      Eligible for 1 CPE

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    • FinTech Rising: How to Create Synergies with Financial Institutions FinTech Rising: How to Create Synergies with Financial Institutions Collin Canright, Jason Henrichs, Jesse Podell and Jason O’Shaughnessy-YI Recorded: May 20 2015 5:00 pm UTC 63 mins
    • The financial services industry is in the early stages of a significant digital transformation. With investment in fintech rising from $520 million in 2010 to about $3 billion in 2014, the financial services industry is well funded to drive unprecedented change.

      Historically on opposite sides of the playing field, smart fintech firms and financial institutions are beginning to see that they need one another to thrive.

      Join Yodlee® Interactive for a webinar hosted by VentureBeat on May 20th at 10 a.m. PT, for engaging commentary and analysis about the evolution of the financial services model and how banks and fintech companies can work together through joint innovation.

      Hear from panelists Collin Canright, Principal at Canright Communications, Jason Henrichs, Partner at The Kenetic Group, Jesse Podell, Co-Founder and COO at TechDay and Jason O’Shaughnessey, VP of International at Yodlee Interactive.

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