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Marketing for Advisers: The How, What & Why's

Join a live panel of leading IFAs as they share their own examples of how they market themselves and their businesses. Each panelist will share experiences about what marketing they focus on (PR, television, offline, online), gaining referrals, targeting clients and evaluate what has and hasn't worked.

Attendees will be able to learn from real case studies, gathering ideas for their own marketing and hearing about both quick wins and longer term marketing strategies.
Recorded Jun 6 2012 63 mins
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Presented by
Richard Bishop; Paul Gorman; Dennis Hall; Marlene Shalton; Yvonne Goodwin
Presentation preview: Marketing for Advisers: The How, What & Why's

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  • Legacy Business Integration of Blockchain Technology Oct 12 2017 2:00 pm UTC 60 mins
    Wulf Kaal (University of St. Thomas School of Law) and Derin Cag (Richtopia)
    Playing around with the idea of introducing Blockchain to your business? Not sure how to make it an operational part of your organisation?

    Join this panel session where experts will discuss:

    -Industry use cases
    -Scaling opportunities for blockchain businesses
    -Emerging trends in ICOs
    -Common challenges with integration and how to overcome them
  • Mobile & Blockchain: An Intro to the Decentralised World Oct 12 2017 1:00 pm UTC 45 mins
    Matt Larson, Microsoft, Mobile & Blockchain Partner Executive
    Mobile technology has created distributed networks that allow us to interact with one another in entirely new ways.

    Blockchain brings trust and security to these networks and allows the world to connect and exchange value without intermediaries like we've never done before.

    From payments to identity and infrastructure, join this webinar to learn how the worlds of mobile and blockchain meet and what it means for our future.
  • How Smart Contracts & Blockchain can co-exist with current legal concepts Oct 11 2017 12:00 pm UTC 60 mins
    Lee Bacon, Nigel Brooke (Clyde & Co), Kevin Hobbs (Etherparty)
    The title smart contracts is used to refer to a number of arrangements in which relationships are governed by a pre-determined digitalised arrangement, so that coded instructions execute on the occurrence of an event.

    These often use Blockchain or distributed ledger technology to record and execute transactions. In their purest sense, the code – once agreed – becomes self-executing and self-governing and thus (it is argued) replaces the need for a wider contract or checks and balances.

    Whilst their common name is arguably a misnomer (they are not necessarily contracts in the traditional legal sense), their implementation can enable transparency in supply chains and the reduction of frictional and intermediary costs.

    This panel will examine how the concepts of smart contracts, utilising blockchain technology, can co-exist with existing legal concepts to include a review of:

    · The distinction between traditional legal prose/code and programming code.

    · Application of traditional principles (to include the three f-words: frustration, fraud and force majeure)

    · The allocation of responsibility and liability.

    · Practical steps and perspectives on the future.
  • Is code the new law? Regulation, Legality and Smart Contracts Oct 11 2017 10:00 am UTC 60 mins
    Ravikant Agrawal (Cognizant), Roderik van der Veer (SettleMint), Laurence Kirk (Extropy), Arnab Naskar (Innovationsforum)
    Regulation has been considered an obstacle when it comes to the adoption of blockchain technology. But many have taken on the challenge and have actively started to take blockchain and DLT as both a challenge and an opportunity.

    Join this panel where we will discuss:

    -ICOs, Self regulation of ICO, status of tokens in an ICO
    -How blockchain will affect existing market regulations
    -Which new regulations can we expect to respond to the ecosystem that blockchain has created?
    -How would the governance structure be determined?
    -How can the obstacle of a cross-border environment be tackled?
  • Mattereum - Pragmatic Smart Ledgers Without The Lawyers Oct 11 2017 8:00 am UTC 60 mins
    Professor Michael Mainelli, Co-founder of Z/Yen
    Much has been written about the power and scope of Smart Ledgers and Mutual Distributed Ledgers (MDLs, aka blockchains). Amidst the rush to find new applications for this versatile, ‘trustless’ technology, people overlook the challenge of governing Smart Ledger networks. Governance provides the mechanisms required to balance accountability of the governing body and its duty of meeting the specific objectives of the organisation.

    Effective governance of Smart Ledgers should answer four critical questions - How are rules created for the ledger and who oversees their application? What happens in the case of dispute? Who is allowed to change the software application and the data? How are security, risk and performance managed and reported?

    One approach is to embed these questions in existing legal structures, another to try to remain outside, but a third is to explore the appropriate role of arbitration, mediation, and expert determination, as far as possible avoiding enmeshing novel identity, document, and agreement exchanges within traditional legal structures.

    In this webinar, Professor Michael Mainelli will share research from the Mattereum initiative as well as Long Finance research sponsored by the Cardano Foundation. He will conclude that, while there is nothing new under the sun, Smart Ledgers may need to shift the balance of power from law, to code, to human wisdom.
  • Bitcoin Forensics Oct 10 2017 4:00 pm UTC 45 mins
    Anupam Tiwari, IT Security Consultant
    Bitcoin is all the rage right now. But many question the security behind this popular cryptocurrency.

    Join this session where Anupam's agenda will include:

    -Brief intro
    -Anonymity Vs. Pseudonymity
    -Bitcoin working mechanics and cryptography involved
    -Forensics
    -Transaction conduct and types
    -Wallets and types
    -Blockchain explorer
    -Bitcoin artifacts
    -Conclusion
  • Blockchain’s impact on Security, Authentication and Digital Identity Oct 10 2017 2:00 pm UTC 60 mins
    Gavin Pacini (Senior Consultant, EMEA Blockchain Lab, Deloitte), Oliver Naegele (Blockchain Helix), Oleg Gutsol (eResidency)
    Listen to expert panellists discuss:
    - Today’s landscape of security, authentication and digital identity
    - Issues and the future of security, authentication and digital identity
    - How is blockchain being applied in this industry?
    - How could blockchain do more in this industry?
  • Introduction to Blockchain: Bitcoin, Ethereum, Ledgers, and more Oct 9 2017 2:00 pm UTC 60 mins
    David Siegel, Blockchain, decentralization and business agility expert
    Still confused about this whole Blockchain thing? Interested in investing in digital currencies, but not sure where to start? Want to get a better idea of the threats and opportunities?

    David Siegel is a Blockchain, decentralization and business agility expert who has been a high-level management & strategy consultant to companies like Sony, Hewlett Packard, Amazon, NASA, Intel, and many start-ups. David has been praised for being able to explain Blockchain in the most simple and interesting way.

    What you will learn:
    -What is Bitcoin?
    -What is the blockchain?
    -What is Ethereum? What is Ether?
    -What is a distributed application?
    -What is a smart contract?
    -What is a triple ledger?
    -What about identity and security?
    -What business models are at risk?
    -What are the opportunities?
    -What should we do?
  • The Future of Digital Currencies Oct 9 2017 12:00 pm UTC 60 mins
    Jennifer Riggins (eBranding ninja), Aleksi Grym (Bank of Finland), Arwen Smit (dovu), Joshua Scigala (Vaultoro)
    Are we going to see digital central bank currencies in the future? Who will be the next country to introduce its own digital currency?

    All these and more will be tackled by our panel, so get your questions ready.

    Agenda points will include:

    -Is there going to be a Bitcoin crash?
    -What are some of the adoption issues for digital currencies?
    -The sustainability of blockchain and cryptocurrencies for making and processing payments
    -Assessment of risks
    -Introducing cryptocurrencies in the mobile world
  • Cybersecurity in FinTech Sep 27 2017 1:00 pm UTC 60 mins
    Innovate Finance
    Cybersecurity is a booming sector with plenty of implications for the FinTech industry. This webinar will look at the latest trends and emerging synergies in an increasingly complicated digital landscape.
  • Money Talks: Can banks switch to profiting from good financial behaviour? Sep 21 2017 2:00 pm UTC 60 mins
    Dr. Louise Beaumont (Publicis.Sapient), Aleksi Grym (Bank of Finland), Bharat Bhushan (IBM)
    Digital transformation is a promise that many have been skeptical of. Join this panel where industry experts will tackle all the tough questions and provide new and thought-provoking insights.

    Among others, they will discuss:

    -Can the banks switch to making money from enabling customers’ healthy financial behaviour, rather than from continuing to exploit ongoing financial self-harm?

    -Traditional banking is on the verge of major disruption, so digital transformation had better deliver *actual* transformation. Tinkering is expensively pointless

    -Continuing to exploit inertia-driven customer behaviour – and thus coining excess profits - will be seriously challenged by Open Banking

    Panelists:
    Moderator: Dr. Louise Beaumont, Head of Open Bank at Publicis.Sapient
    Aleksi Grym, Head of Digitalisation at Bank of Finland
    Bharat Bhushan, Industry Technical Leader, Banking and Financial Markets at IBM
  • Digital Transformation: Why is it a strategic issue for banks? Sep 21 2017 10:00 am UTC 60 mins
    JS Gourevitch, Alexa Fernandez (BBVA), Christoffer Hernaes (Skandiabanken), Arthur Leung (Curve), Laurence Leyden (SAP)
    Digital transformation is increasingly becoming a major strategic issue for banks. They increasingly understand that digital is not just another distribution channel but a major change in their business models, functioning, cultures themselves with major impacts and demanding change programs across the whole business and value chains.

    We will assess how these transformations are taking place, how do they impact the financial services sector, how the implementation of technologies such as blockchain are accelerating the transformation, where are the convergence and in particular how best startups and incumbents can work together.

    Moderator: Jean-stephane Gourevitch
    Panelists:
    Alexa Fernandez, Head of FinTech Partnerships at BBVA
    Christoffer Hernaes, Chief Digital Officer at Skandiabanken
    Arthur Leung, Product Lead at Curve
    Laurence Leyden, General Manager for Financial Services at SAP
  • Major Trends Shaping the Mobile Banking Industry Sep 20 2017 3:00 pm UTC 60 mins
    Katharina Lueth (Raisin), Rashee Pandey (Contis Group), Rich Wagner (APS Group)
    The use of mobile banking apps has doubled in 2 years. How can banks and fintechs capitalise on this and where what are the cool new innovations we can count on seeing next?

    Join this session where the panel will discuss:

    -The Payment Services Directive 2 (PSD2) is just around the corner. How will this change the banking landscape?

    -What kind of exciting solutions will appear in the next years?

    -What are the most exciting apps/new functionalities that you have seen/expect to come out of PSD2?

    -What are some of the most important customer benefits/use cases you see emerging – apart from a better user experience?

    -How will mobile banking and personal finance apps change user behaviour? Will approaches such as gamification have a lasting effect on the spending habits/financial literacy of future generations?

    -In the past 24 months a considerable number of challenger banks received a banking license from their local regulators. How will these banks change the game for their competitors

    -Millennials are at the moment the main target group of challenger banks. Will those new banks be able to successfully acquire a broader customer group?

    -What are the major trends that will shape the mobile banking industry in the next 3 to 5 years? API? AI?
  • Banks - Winning Brands or Dumb Pipes Sep 20 2017 1:00 pm UTC 60 mins
    Duena Blomstrom (Chief Growth Officer Marketplace, Temenos), Ed Cooper (Revolut), Moven
    Is it too late for incumbent banks to try and still win at the Relationship game, wow the consumer with addictive experience and become beloved brands? If we believe only new players will be able to do the above and many banks will become pipes - do they have a back-up business plan in place for that alternative?

    Attend this panel debate where the speakers will discuss all this and more:

    - What will banking look like in a post-PSD2 Europe and once Open banking models start to emerge? When will that be?
    - Is banking culture one of the inhibitors of change and what can we do to change that?
    - Define what "Invisible Banking" means to you and the consumer
    - What role will Platforms play in this new world over the next few years?
  • All Hands on Bank: How Mobile Banking is Changing Personal Finance Sep 20 2017 12:00 pm UTC 60 mins
    Jean-stephane Gourevitch, Lukas Zoerner (Mespo)
    Banking is changing! The emergence of digital technologies and fintech are supporting changes in the way consumers use these products/services, particularly millennials.

    These new style banking services are becoming much more than simply a way to look at one's bank account, or to pay. They are becoming truly financial cockpits and watchtowers that consumers can use for a wide range of usages whenever, wherever whether it is to manage better their finance, pay and order on mobile commerce, transfer money between them, etc.

    We will discuss the way they are transforming personal finance, how consumers change their usage patterns, what are the impacts, how startups innovate, how incumbents and new players are interacting, where are the truly disruptive services, etc.
  • The Evolution of Digital Banking Funding from 2011-2017 Sep 19 2017 3:00 pm UTC 60 mins
    Luka Ivicevic (Penta), Nigel Verdon (Railsbank)
    This panel of speakers from both VC's and start-ups will discuss:

    -How to understanding the unit economics of digital banking and why some VCs get things wrong
    -Where the digital banking market is going
    -Should legacy banks follow suit? Should they wait and see who will turn a profit/shut down?
    -What are some of the mistakes that digital banks are making that makes VC's hesitant to invest?
  • From Regulation to Reality: Making PSD2 Work Sep 12 2017 2:00 pm UTC 45 mins
    Marijke Koninckx – Product Marketing Manager – FIS
    While the launch of PSD2 is approaching fast, there is still some ground to cover to turn this regulation into reality.What are the challenges and opportunities and what is required to make PSD2 work?

    Marijke Koninckx, Product Marketing Manager at FIS, discusses how PSD2 transforms the relation between banks and their customers into a new 3-way relationship.

    How should banks manage this new 3 way relationship?
    What are the implications and what functional and technical issues need to be addressed to be successful?
  • The Bitcoin Fork: What you need to know (Live Q&A) Recorded: Aug 16 2017 64 mins
    Ina Yulo (BrightTALK), Dr. Craig Wright (nChain), David Siegel (20|30). Jameson Lopp (BitGo)
    On August 1, news of a bitcoin "hard fork" broke the cryptocurrency world. Traders were flung into uncertainty and many started wondering about the new Bitcoin Cash and what it means for the market.

    Should you invest in Bitcoin Cash? Why fork Bitcoin rather than just using a pre-existing cryptocurrency? Will there be more drastic price changes in the different cryptocurrencies? Will the value of bitcoin be diluted? What comes next?

    Join this session where an expert panel of bitcoin investors, engineers and entrepreneurs will discuss what you need to know about the bitcoin fork, the current situation of the market, the impacts of the hard fork, and their predictions for the future.

    They will also take audience questions live so make sure to tune in and have your questions ready.

    Moderator: Ina Yulo, Senior Content Strategy Manager at BrightTALK

    Panelists:
    David Siegel, Blockchain and decentralization expert at 20|30
    Jameson Lopp, software engineer at BitGo and creator of Statoshi fork of Bitcoin Core
    Dr. Craig Wright, Chief Scientist at nChain
  • Data Analytics in Financial Services: Identifying obstacles and key issues Recorded: Jul 20 2017 61 mins
    Alex Kwiatkowski (Finastra), Peter Jackson (Southern Water), Jessica Holzbach (Penta)
    In an increasingly digitalised world, the value of information grows ever higher. Winning organisations – whether in financial services or any other vertical sector – will be those who can harness the power of data analytics to develop microscopic levels of insight and foresight into customer behaviours and operational activities in order to make progressive improvements on a continuous basis. Product development informed by factual evidence rather than educated guesswork, or real-time risk management based on a hyper-accurate picture of exposures, bring significant internal and external benefits.

    However, while banks want to get closer to their customers, is the feeling mutual? Data privacy is a very sensitive issue, and the perception of what constitutes intrusion will likely vary between individuals. Institutions, therefore, need to walk a fine line between what’s genuinely useful and what’s genuinely creepy.

    During this webinar, a panel of respected subject matter experts will discuss and dissect the key issues related to the widespread use of data analytics in financial services, identifying the obstacles which need to be overcome and the enablers that will drive FS forward successfully.
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This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

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  • Title: Marketing for Advisers: The How, What & Why's
  • Live at: Jun 6 2012 12:00 pm
  • Presented by: Richard Bishop; Paul Gorman; Dennis Hall; Marlene Shalton; Yvonne Goodwin
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