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Keep Business Digital: Get Smart, Be Paperless and Go Green

As the world moves to the cloud to keep businesses digital, more companies turn to mobile cloud, and social and solutions to save in printing, processing, distribution and storage costs. As a result of using electronic signatures and other innovative technologies, they are accelerating the velocity of business in areas such as sales, HR, finance, legal, operations, and more.

During this live webinar, you will hear about best practices, transformational trends, and success stories on how to increase efficiencies and:
· Eliminate mail, fax and storage costs

· Save time and close more deals

· Streamline business processes
Recorded Sep 26 2013 46 mins
Your place is confirmed,
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Presented by
Nancy Nardin, President, Smart Selling Tools; Zach Vidibor, DocuSign, zach.vidibor@docusign.com
Presentation preview: Keep Business Digital: Get Smart, Be Paperless and Go Green

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  • Data Analytics in Financial Services: Identifying obstacles and key issues Jul 20 2017 2:00 pm UTC 60 mins
    Alex Kwiatkowski (Misys), Peter Jackson (Southern Water)
    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.
  • Optimisation & Security: Personal Data's Impact on Retail and Financial Services Jul 20 2017 12:00 pm UTC 60 mins
    Jonathan Williams (MK2 Consulting)
    Financial Services companies rely on personal data for both their retail and business customers. Legislation and regulation, such as AMLD4, PSD2 and GDPR; both control and mandate its use.

    How can FS companies manage and use the data effectively? Join this panel where we'll discuss the many new regulations coming up and what you should be doing as early as now to prepare your organisation and optimise your processes.
  • Financial Market Perspective, H1 2017 - Inflection Points and Contrast Jul 12 2017 3:00 pm UTC 45 mins
    Eric Parnell, CFA, Founder & Director, Gerring Capital Partners
    The first half of 2017 has provided a lot of surprises, politically and economically, from the French and UK elections, activity in the Gulf, the direction of the US economy and the evolution of fiscal and monetary policy.

    Some were more predictable than others but what is becoming clear looking to Q3 and Q4 is the significant inflection points so far, and the contrast this will cause between the first and second half of the year.

    So join Eric Parnell, CFA and Founder & Director of Gerring Capital Partners as he provides a perspective on H1 2017 and an outlook for H2. Attend live and discover:

    - A variety of inflection points in both economics and policy in H1 2017
    - Why we are arriving at these inflection points and how these transitions are likely to impact stock, bond and commodities markets.
    - The reasons for and outcomes of the drastic contrast between H1 and H2 2017, including a expected increase in market volatility and uncertainty.
  • Live Video Panel : The (Data) Sharing Economy: Planning for 2018 Recorded: Jun 20 2017 41 mins
    Louise Beaumont (techUK), Andrew Steadman (Fiserv), Nick White (FINkit), Huw Davies (Token), Taylor Woolsey (Moven)
    2018 will be a year of change in Financial Services with GDPR, Open Banking and PSD2 looking to shake up the world of banking and payments as we know it. 

    Attend this debate where we've pulled together a panel of experts who will talk real-world case studies and discuss everything you'll need to stay ahead and capitalise on opportunities brought about by these new regulations. 

    This session will be filmed at BrightTALK's "Banking on the Future" meet-up on June 20th and will be streamed live from the event.
  • Live Video Panel: What does the Bank of the Future look like?  Recorded: Jun 20 2017 45 mins
    Becky Clements (Metro Bank),David Godfrey (ACI),Alex Kwiatkowski (Misys), Chris Gledhill (Secco),Matteo Rizzi (FinTech Stage)
    Will we see less brick and mortars and more digital-first entities? What makes a good app-only bank? Who's doing it right? How are new challengers using AI, machine learning and data visualization to win and retain customers? 

    Join this session where we'll analyse the current landscape and bring out our crystal balls to see what's in store for the year ahead.

    This session will be filmed at BrightTALK's "Banking on the Future" meet-up on June 20th and will be streamed live from the event.
  • Inside the Token Factory: A look at the process of crowdfunding using blockchain Recorded: Jun 15 2017 61 mins
    David Siegel (Innovator, Investor and Strategist)
    David Siegel, CEO of Twenty Thirty AG, a blockchain innovation platform, continues his webinar series on crypto-investing with an in-depth look at an ICO (Initial Coin Offering) from the inside. His company is crowdfunding and will launch an ICO soon, and this webinar gives you insights into the process, from writing smart contracts to marketing to legal compliance. Joining him will be some of his team from Twenty Thirty.

    It should be an informative look at crypto-crowdfunding and how you might be able to apply it to your business. It's also for investors who want to learn more about the upcoming Twenty Thirty token sale. See www.tokenfactory.io and www.2030.io to learn more.
  • Venture Investing and Entrepreneurship with David Siegel Recorded: May 24 2017 59 mins
    David Siegel, Angel Investor and Serial Entrepreneur
    David has been an angel investor for 20 years and has worked with Steve Jobs, Ed Catmul, and others in Silicon Valley. He played a significant role in the development of the Worldwide Web, has written five books, and coaches startups. Last year he was a candidate to be the next dean of Stanford business school. This year, he’s starting his 22nd company.

    In this 60-minute webinar, you'll learn what really causes startups to fail, why you shouldn't build an MVP, explore how you can use Kanban to improve team coordination, why understanding your market is more important than understanding your product, raising money from crazy investors, why you shouldn't go to business school, and building an agile culture. Here are some of his writings:

    www.theculturedeck.com

    www.openstanford.com

    www.globalbetaventures.com

    This webinar is for both early-stage investors and entrepreneurs at all levels.
  • Ask the Blockchain Expert: Live Q&A on Blockchain Basics and Beyond Recorded: Apr 6 2017 63 mins
    David Siegel, Blockchain and Decentralization expert
    What is this Blockchain thing? What can you do with it? Where do you go from here?

    David Siegel, Blockchain and Decentralization expert, is a web pioneer, author, and serial entrepreneur. He is the world’s first web designer, started one of the world’s first web-design agencies, and sold it to KPMG.

    Tune in to this session where David will answer all of your Blockchain-related questions from the most basic, to the more complex.
  • Measuring the qualitative – or how tech can save financial services from itself Recorded: Apr 6 2017 60 mins
    Jane Walshe (Enforcd), Malcolm Wright (Thomson Reuters), Mathias Wegmueller (Qumram), Jason Boud (RegTech Forum)
    2017 is shaping up to be the year in which RegTech catches up with FinTech and the sector is brimming with innovative ideas that can help regulated firms address regulatory requirements in an efficient and cost effective way.

    But how good is this technology, really? Can everything that is promised be delivered? At it’s best, RegTech can help firms to price and quantify the risks around a firm having a poor culture, and technology can solve problems of capturing qualitative concepts, such as behaviour and culture, and embedding these in to a firm's operational/conduct risk model.

    In this discussion, Jane Walshe of Enforcd is joined by other RegTech pioneers to discuss what RegTech can do, and also possible pitfalls to be avoided in its use.
  • Making Open Bank a success means driving customer adoption. So what's the plan? Recorded: Apr 5 2017 60 mins
    Dr. Louise Beaumont (techUK Open Bank), Richard Leader (Funding Options), Hilding Anderson (SapientRazorfish)
    The phrase 'Open Bank’ means nothing to consumers and small businesses - and probably never will.

    But the whole Open Bank endeavour will enable innovative new services, delivered by more competitive suppliers - meaning that customers will have access to services that are actually relevant to them and which work in today's (and tomorrow's) world.

    We'll discuss how to encourage consumers and small businesses to explore and embrace the new Open Bank world.
  • Join us for the launch of Companies to Inspire Africa, 2017 Recorded: Mar 31 2017 33 mins
    London Stock Exchange Group
    Who are Africa’s most dynamic private, high-growth companies – ones which have come to the attention of major global investors? For the first time ever, on March 31st, we offer the market a definitive report identifying hundreds of Africa’s most inspirational companies.

    ======
    Agenda
    ======
    08:30 - Opening Addresses
    Xavier Rolet, CEO, London Stock Exchange Group
    Rt. Hon Priti Patel, Secretary of State for International Development , UK Government

    08:45 - Keynote Address
    Mrs Stella Kilonzo, Division Chief for the Capital Markets Development Division, African Development Bank Group

    08:55 - Interview with Rt. Hon The Lord Boateng PC DL, The African Enterprise Challenge Fund

    09:10 - Panel I: Private Equity Landscape in Africa

    10:00 - Keynote Address
    Murray Grant, Managing Director Intermediated Equity, CDC Group

    10:10 - Keynote Address
    Jon Aarons, Senior Managing Director, FTI Consulting

    10:20 - Panel II: Featured Companies- Interview with the CEOs & Founders

    11:20 - Keynote Address
    Speaker: Warwick Hunt, Managing Partner for International Alliances, PwC

    11:30 - Keynote Address
    Speaker: Manolo Falcó, Head Europe, Middle East and Africa, Corporate and Investment Banking, Citigroup

    11:40 - Panel III: Celebrating Africa’s achievements

    12:20 Keynote Address
    Femi Jaiyeola, Chief Compliance Officer, Diamond Bank
  • Is the cost of cross border payments now a deciding factor for SMEs? Recorded: Mar 16 2017 60 mins
    Guste Sadaunykaite (TransferGo), Joe Goetz (Transpay), Philipp Buschmann (EuropeOne), Luka Ivicevic (Penta)
    According to the latest research done by ‘Saxo Payments’ on cross border B2B payments landscape, almost 50 percent of businesses are dissatisfied with the rates associated with cross border payments, with 80 percent stating that they would consider changing supplier if it reduced costs.

    But why the adaptation of alternative providers is so slow? What kind of other solutions SMEs really have? How this cross border payment friction can be removed?

    Join us in the discussion on “Is the cost of cross border payments now a deciding factor for SMEs?” and learn what the industry experts and market players think about this issue.
  • Ask the Advanced Payments Experts: Live Q&A on Digital Payments Recorded: Mar 15 2017 64 mins
    Samee Zafar (Director); Pascal Burg (Director); Ulf Geismar (Director); Martin Koderisch (Manager) at Edgar Dunn & Co
    Join this session where Advanced Payments experts from Edgar, Dunn & Company will discuss the key events in the payments industry with an emphasis on innovation and disruption.

    They will go over some of the frequently asked questions they receive when it comes to digital payments and will be available throughout the hour to answer and questions coming from the live audience.
  • Digital Payments: Where next? Recorded: Mar 15 2017 62 mins
    David Parker (Polymath), Paul Thomalla (ACI), Adam Kissane (Deloitte), Liam Spence (Vocalink), Alix Murphy (WorldRemit)
    Digital payments saw an increase in popularity last year and doesn't show any signs of slowing down. With more and more countries supporting the fight to go cashless, will 2017 truly be the year of digital payments?

    Join this panel where industry experts will discuss:

    · Digital Payments v the need of the consumer for instant gratification are they compatible.

    · Consumers say they want to deal with banks for security v Fintech and understanding consumers what they want

    · Data and the limitations of what goes down card scheme rails

    · Closed loop digital payment solutions v new schemes v open loop who will win

    · How long until the majority of consumers no longer feel the need to carry some cash, or is that an unrealistic expectation

    · Will increasing regulation mean frictionless digital payments become a mirage
  • The Requirement for Identity in Distributed Ledgers Recorded: Mar 14 2017 60 mins
    Ben Matthews and Matt Britton (BCS Consulting)
    As adoption of distributed ledger technology (DLT) in the financial services industry moves ever closer, discussion is progressing to the next level of detail on questions of identity, governance and jurisdiction.

    The majority view – shared by industry consortia and regulators - is that DLT networks in financial services will need to be private, permissioned environments in which all participants are fully identifiable, in contrast to the pseudonymous approach taken by Bitcoin.

    This webinar will explore requirements for identity in the context of industry-strength DLT networks, and highlight key considerations for industry participants going forward.
  • Payments in a Blockchain World Recorded: Mar 14 2017 61 mins
    Niamh O'Connell (Deloitte), Peter Bidewell (Applied Blockchain), Anders Brownworth (Circle), Philipp Netzer (Lykke)
    The payments industry has come under the microscope again as a means to apply blockchain technology. From tracking welfare payments by the government, to banks improving their payments products, to cross-border remittances becoming cheaper and easier, there is no stopping the impact the technology continues to have.

    This panel will open up the debate and discuss the following and more:

    -What is the effect of a distributed ledger solution on costly payment processing infrastructure?
    -Can blockchain technology make payments more secure?
    -Industry experts' experiences and applications
    -Future opportunities and risks involved
  • Get Your Own Damn Pay Recorded: Mar 8 2017 60 mins
    Scott Gamble (Mobios), Bruce Parker (Modo), Daniel Vallerey (Yello), Michael Rolph (Yoyo), Scott Underwood (Niu Solutions)
    In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems. Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer lifecycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.

    This talk will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
  • The FINTECH Book Series - Latest InsurTECH RegTECH & WealthTECH Trends explained Recorded: Feb 23 2017 56 mins
    Susanne Chishti, Shan Millie, Thomas Puschmann, Janos Barberis
    As the front-line industry insider's look at the financial technology explosion,
    "The FINTECH Book" is your primary guide to the financial technology revolution, and the disruption, innovation and opportunity therein.

    It was the first crowd-sourced, Amazon best-selling book on FINTECH globally, representing thought leaders across 27 countries.

    Now, the Editors are launching a new series of three books on InsurTECH, RegTECH and WealthTECH and are here to answer your nagging questions.

    Join the Editors in this live webinar where they will discuss:

    -InsurTECH, RegTECH and WealthTECH trends
    -Success stories & lessons learned from investors, entrepreneurs, and visionaries
    -New business & revenue models
    -How will the respective sectors change
    -Overview of The FINTECH Book Series which will be published by the leading publisher WILEY
    - You can still vote for the best abstracts on www.TheFINTECHBook.com until 28 Feb 2017
  • Banking 2020: A Vision of the Future Recorded: Feb 21 2017 60 mins
    Francisco Lorca (startupbootcamp), Philipp Buschmann (EuropeOne Bank), Nic Gidaracos (PACE Invoice), Luka Ivicevic (Penta)
    The terms neo bank, challenger bank, and digital bank have been thrown around a lot in the FinTech space. Attend this panel session to get the full low down on what exactly these are, what differentiates them, and what impact they will have on the banking space.

    The panelists will discuss:
    -The key differences with neo, challenger, and digital banks
    -Where are we in the innovation lifecycle?
    -What are some of the challenges (business model, customers expecting free services), etc?
    -What should incumbents be doing to keep their customers happy with all the new competition?
    -Where digital banking is moving from digital banks vs digitized legacy banks
    -Impact of 3rd party APIs on banking
  • PSD2: Will banks sink or swim? Recorded: Feb 20 2017 64 mins
    Alex Kwiatkowski (Misys), Adam Kissane (Deloitte), Steve Kirsch (Token), Stefan Weiss (Fidor), Ben Matthews (BCS Consulting)
    The seismic effects of PSD2 will hit banking hard in the next 18 months. And as the regulation lays the foundations for a new era of openness in financial services it is already disturbing the comfortable status quo. Banks will need to manage this revolutionary change and as the clock is ticking ever-louder towards the January 2018 deadline, we must look at what PSD2 involves, why it matters and identify threats and opportunities.

    We'll explore how banks can transform and importantly, what happens if they don't. Now is the time - sink or swim, win or lose?
Business insight for RIAs and fee-only FAs
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.

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  • Title: Keep Business Digital: Get Smart, Be Paperless and Go Green
  • Live at: Sep 26 2013 8:00 pm
  • Presented by: Nancy Nardin, President, Smart Selling Tools; Zach Vidibor, DocuSign, zach.vidibor@docusign.com
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