Advisors will learn how to enhance their client review meetings by focusing on client life events. We will list several life events that could be developed like: singles get married, young married get children, children finish college, clients start a business/loose a job, parents become empty nest
Advisors will learn how to enhance their client review meetings by focusing on client life events. We will list several life events that could be developed like: singles get married, young married get children, children finish college, clients start a business/loose a job, parents become empty nesters, grandparents need help and clients retire. We will then review two or three specific life events in more detail. Handouts will include sample agendas for three or four life events.
Lenders today can benefit from a much wider range of the data to conduct credit scoring and KYC. Even though the technological backbone of lending certainly helps to perform better, the competition is on the raise too.
Attend this panel session where we will take a look at the main technological, operational and marketing KPIs for a successful online lender.
David Parker (Polymath Consulting), Corinne Thompson (GoCardless), Sarah Hynes (WorldRemit)
Banks have always had a strong hold on the payments industry, but now with the emergence of Fintech start-ups, there is a definite threat in the environment. Many banks have been investing in Fintech companies, which makes some wonder if they are doing this as a precautionary measure or maybe there is a genuine desire for partnership.
In this webinar, we will tackle:
-With banks offering security, and new players providing convenience, is there a middle ground we can reach?
-The benefits of digital transactions
-Changing consumer preferences
-Key challenges in the disrupted payment environment
-Predictions for 2016: will banks collaborate with the Fintech companies? Will there be more innovations within banks?
Digital is doing to financial services what it did to music. Payments have been among the first fintech segment to be deeply transformed by digital. From the first Internet payment services to mobile and contactless payments and wallets, the changes are accelerating and penetration of digital and mobile payments increasing.
In some emerging countries, where regulation has supported innovation, mobile payments have contributed to a very significant extent to improve financial inclusion and mobile operators have been playing a crucial role in these developments. On developed markets, the emergence of contactless and mobile wallets have been slower, but starting now to grow.
In this panel session, we will discuss:
- Strategic developments in payments and how the sector is disrupted by digital and mobile
- The role and strategic moves from market players in the payments ecosystems: Retailers, card schemes, banks, mobile operators in developed and emerging countries
- Lessons learnt and reverse innovation in emerging markets
- The risks and opportunities from regulation and competition policy: PSD2, Interchange Fees regulations, Open APIs and competition issues
Konstantin Rabin (Kontomatik), Rashee Pandey (Bankable), Anders La Cour (Saxo Payments)
Moderator Konstantin Rabin will provide general numbers on the payment industry, will take a look into start-up fundings and some examples of innovative companies in the payments industry.
Then, he will ask the esteemed panel of experts the following questions:
1) What are the main drawbacks of the current payment options?
2) What should be the primary focus of the innovation in payments and why? (speed, cost reduction, transparency or anything else)
3) Name a greatest innovation in payments happened till date
4) Importance of cryptocurrencies in the realm of payments
5) How do millennials change the way payments are going to develop?
6) What are the main obstacles that prevent innovation in payments? (regulation, lack of funding, absence of common technology or anything else )
7) What is more important to innovate, online or offline payment systems?
8) What is the most crucial part of the Payment Service Directive 2? (or perhaps any other local directive)
9) How large will be a share of businesses using alternative payments in 3 years from now?
10) How would just a regular payment look in 2026?
Julian Buhagiar (BrightTALK), Angus Scott (Euroclear), Ben Shepherd (Oliver Wyman), Nick Williamson (Credits Blockchain)
These days, no meaningful conversation on financial services innovation can be had without a mention of blockchain. It is believed by many to have the potential to address many limitations of current financial services processes and infrastructure by providing an irrevocable record of identity and provenance, and reconciling events so that there is a single version of truth. But with potential and interest also comes hype and confusion.
In this webinar, industry experts will cut through the hype and separate myth from reality. They will explore characteristics of blockchain technology that make it suitable for financial services applications, and what current industry issues can really be solved by distributed ledger technology.
Miranda Brawn (moderator), Donald Gillies (PassFort), Paul Higgins (Crowd Valley), Emma Lindley (Innovate Identity)
Digital developments are opening new paths that are making Regulation and Compliance not only constraints but also business opportunities to redefine the rules of the compliance game, make them more palatable, more efficient, cheaper and also open commercial prospects to providers of digital products and solutions aiming at using technology with regulation and compliance.
The So-called REGTECH sector is fast becoming particularly relevant in the fields of fintech and insurtech, using blockchain in particular as a key infrastructure to improve compliance in financial services, insurance but also trade.
This webinar will discuss how these new advances can help with the challenges institutions face in complying with challenges such as Know-Your-Customer (KYC) and data sharing.
Brendan Jones (EPC), Philip Rakhou (CLSA), James Ashe-Taylor (Constantine Cannon), Alexandre Gaillard (InvestGlass)
The new regulations that have been released have been a cause for worry by many a financial institution. From PSD2 to MIFID II, attend this panel session where our experts will make sure you aren't left in the dust regarding all the new directives that may affect the way you do business.
The panel will discuss:
• The Difference in Regtech implementation for startup firms and institutional financial firms
· In which direction should efforts be implemented to ensure collaboration is best supported between various parties involved and interested in RegTech
• Leveraging technology and resources to automate the regulatory process by incorporating regulatory requirements into technology protocols.
• In-built review process for continual assessment of data and analytics
• Technology awareness of the regulator
• Existing regulatory rules, policies and guidance restricting innovation and the adoption of RegTech solutions
Andra Sonea (Lloyds Banking Group), Daniel Haudenschild (EY), Andrew White (FundApps), Patrick Barnert (Qumram)
According to a report by Deloitte, “RegTech companies typically have four characteristics: agility, speed, integration and analytics.” Aside from helping senior managers to use existing data for regulatory reporting and compliance tasks, many have praised RegTech for its automation benefits.
Attend this panel session to hear an interactive discussion on:
-How IT departments can wean themselves from legacy systems and techniques in favour of newer technologies
-How to seamlessly transition your organisation’s compliance system
-How RegTech can help with data collection, management, and analysis to cut costs and time
-Top tips for organisations needing to make fast changes to comply with new regulations
The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?
George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.
The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.
Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.
You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance
Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.
Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
In this webinar, we will see that with the arrival of the Internet, tablets, and smartphones, the expectations of customers have changed over the past 15 years. While many industries have been disrupted, banking is one of the industries that is yet to experience a big change. This has created a big gap for Fintech to flourish.
Is banking under attack? No. Fintech represents the opportunity for banks to not only serve their clients better, but also generate more revenues by lending their infrastructure to Fintech and indirectly reaching out to new audiences.
In this panel session, we will discuss:
-Incumbent banks, challenger banks, neobanks, internet banks -- What are the different business models developing?
- What are the digital and additional distribution/commercial channels or major transformational events that are redefining banking business models?
-Are we going toward full-frontal competitive battles, coopetition or partnerships between banks and fintech?
-How are regulatory evolutions impacting - positively or negatively - digital banking?
-The centrality of the user/consumer experience and requirements
David Brear (Think Different), Chris Gledhill (CEO, Secco Bank), Eugene Danilkis (CEO, Mambu), Paul Rippon (Deputy CEO,Mondo)
There is much debate on fintech startups disrupting the traditional banking sector. What gives fintech companies the edge over traditional banks and how can they focus their business to do more of it? Join our panelists as they discuss the technology and processes that set fintech startups apart and how these companies can add value to the traditional/challenger banking ecosystem.
Luis Carranza, Gene Vayngrib (Tradle), Adi Ben-Ari (Applied Blockchain), Simon Taylor (Barclays), David Harvey (Dell)
This year we saw the attention turning from the bitcoin and cryptocurrencies to the underlying blockchain technology. Never before we had a network with memory that could perform computations. This alters the very foundation of the Internet and can fundamentally change how companies operate. With more and more banks looking to get involved in the Blockchain initiative, now more than ever, there is a need to fully understand the potential of Blockchain and how banks can use it to reinvent themselves.
Attend this panel session where industry luminaries will tackle the challenges that Blockchain poses and what steps the financial services industry should take in 2016 if they want to stay in the game.
Xavier HOVASSE, Head of the Emerging Equities team, Fund Manager; David Y. PARK, Fund Manager, Carmignac
What’s next for emerging markets after a turbulent 2015? The unexpected devaluation of the Yuan, the collapse of emerging currencies, large capital outflows, the implosion of China’s local market, freefalling oil prices as well as persistent political uncertainty, were only some of the numerous headwinds.
In an environment characterized by low commodity prices, rising rates and uncertainties around China, emerging markets will remain complex, but are likely to offer even more opportunities and alpha potential for those who know where to find them and how to avoid risks. Let us guide you through emerging markets in 2016.
Monica Ralli, CMO of Hay Group and Archana Singh, CHRO of Hay Group
Discover why brand and culture are two sides of the same coin in professional services, and how to align them to achieve your strategic goals. In this webinar, Monica Ralli CMO and Arch Singh CHRO share how they initiated a transformation effort to renew the organization’s brand and culture, increase employee engagement and accelerate commercial success. By developing a Client Value Proposition and Employee Value Proposition in tandem, Hay Group has created a compelling story on releasing the full people potential of both clients and colleagues that resonates in both the marketplace and the organization. Learn why HR and marketing should work so closely together and how to achieve this in your organization.
Jude Jennison, Director, The Leadership Whisperers
In challenging and rapidly changing business environments, new leadership skills and behaviours are needed to lead through uncertainty and transform business. Leaders need to be agile and influential at all levels within the organisation. The old style of command and control no longer works. Instead, blame, judgment and criticism need to be replaced by responsibility and shared leadership.
Organisations who embrace a collective leadership approach will engage teams, inspire their clients and create lasting change.
Research shows that in the presence of horses, people are more aligned, more authentic and more transparent in their approach. Horses model leading from the collective, where every member of the herd takes responsibility for combined success. Jude will explain how working with horses enables teams to model collective leadership and lead change with confidence and clarity.
Jude is an international speaker, Horse Assisted Educator and author of the book Leadership Beyond Measure. She helps senior leaders develop embodied leadership skills that have a profound impact on clients and teams. Through live events and workshops, she partners with horses who provide non-judgmental feedback, enabling clients to identify their leadership behaviours and transform themselves into courageous and hugely influential, non-verbal communicators.
Simon Jackson, Executive and Sales Coach, Aecern Coaching
When faced with increased market pressures and the unavoidable need for change, the first port of call for many organisations is to focus on the skills and capabilities of their people. Indeed, corporate training and development is a growing area. Research shows year on year double-digit growth since 2011 in corporate training spend. And whilst capability and skill development is an inevitable part of organisational development and effectiveness, the question however has to be, are we truly getting the returns on the investments being made? Is capability development meeting the needs of the organisation?
In this webinar Simon Jackson will share his experience and insight that has been developed over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore what is really needed to transform the capability of your people and create high performance.
Quite simply, Geoff teaches finance professionals how to get what they want. It’s not just about getting paid more, or promoted faster, or creating more career options. But how do you create the career you truly want?
As a former investment banker from Goldman Sachs and investor at the Carlyle Group, and today an advisor to CEOs and senior Wall Street professionals, Geoff knows your career from the inside-out, and will teach you how to win.
You will learn how to step back, get clear on what you want, build a process to make it happen, and build yourself into the person who can do it. If you want to win, you want to tune into this webcast.
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.
You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.