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Webinars

How to Read Financial Statements and Financial Journalism
HOW TO READ FINANCIAL STATEMENTS AND FINANCIAL JOURNALISM
Journalists — financial and otherwise — are not paid to compare carefully the strongest pro- and con- arguments of a proposition. Strong incentives push journalists toward producing loud click-bait. There is no day of reckoning for their views, as there is for investors who do as suggest...

Using Digital Transformation to Create Value and Unlock Working Capital In Your Supply Chain
USING DIGITAL TRANSFORMATION TO CREATE VALUE AND UNLOCK WORKING CAPITAL IN YOUR SUPPLY CHAIN
The interdependence between the physical and the financial supply chain is growing. As supply chains become more complex, they are constantly stressed with change, the demand for operational advantage, and the necessity to meet the exact needs of customers. The stress from all the change impacts pro...

From Open Banking to Open Finance
FROM OPEN BANKING TO OPEN FINANCE
Open Banking is not just a passing phase - it is set to permeate all areas of finance. It has come about through a combination of technology advancements, which have created new ways of transacting, storing and sharing data, as well as new regulatory measures to increase competition and empower the ...

Open Banking- the final push towards intuitive financial services
OPEN BANKING- THE FINAL PUSH TOWARDS INTUITIVE FINANCIAL SERVICES
Open banking represents a sea of change in the way financial services are operated and delivered, and yet at this stage in developments, many large financial institutions have not only missed various deadlines, they are set to miss the next tranche as well. What is the reason for this, are they stru...

Access to Finance
ACCESS TO FINANCE
Are your business clients struggling to find funding that fits their needs? As trusted advisers, accountants and financial advisers play a crucial role in helping them navigate their way through the fundraising process. But what are the different routes to finance worth exploring? And will it enable...

Positioning Investment Funds for Future Financing: Key Operating Agreement Provisions
POSITIONING INVESTMENT FUNDS FOR FUTURE FINANCING: KEY OPERATING AGREEMENT PROVISIONS
This CLE webinar will examine provisions that should be included in investment fund LLC or limited partnership agreements to facilitate future financing. The panel will discuss what commercial lenders require in connection with capital call and other credit facilities, and how to structure entities ...

Private Equity Real Estate Fund Formation: Capital Raising, Regulatory Issues, and Negotiating Trends
PRIVATE EQUITY REAL ESTATE FUND FORMATION: CAPITAL RAISING, REGULATORY ISSUES, AND NEGOTIATING TRENDS
This CLE webinar will discuss the crucial structural considerations and legal complexities of forming, launching and operating a private real estate fund. The program will review how recent regulatory developments impact fund managers and investors regarding issues like fees and expenses, co-investm...

Working capital can create a competitive advantage
WORKING CAPITAL CAN CREATE A COMPETITIVE ADVANTAGE
Learn how your organization can overcome the challenges of measuring working capital components in an actionable way—and positively impact your ROI. This webinar, hosted by Magnitude was created for line of business and finance leaders seeking to gain visibility across systems and data sets to...

Best Practices for Building a Risk Assessment Framework in Finance Systems
BEST PRACTICES FOR BUILDING A RISK ASSESSMENT FRAMEWORK IN FINANCE SYSTEMS
Many global organizations have decentralized accounting operations across various offices where different teams and accountants are responsible for certain legal entities. Developing an objective framework to determine the risk rating for various accounts is an essential part of mitigating and minim...

At Your Service: Financial Automation for the Hospitality Industry
AT YOUR SERVICE: FINANCIAL AUTOMATION FOR THE HOSPITALITY INDUSTRY
Travel and tourism support 266 million jobs around the world and represent 9.5% of the global GDP—the majority of which is produced by the hospitality industry. Companies in this sector are innovative and forward-looking, with a true passion for serving their guests. BlackLine knows that super...

Checking the Vital Signs of Your Financial Close
CHECKING THE VITAL SIGNS OF YOUR FINANCIAL CLOSE
Healthcare organizations face unique challenges. It’s difficult to find the balance between improving patient outcomes and streamlining operational efficiency—especially while relying on manual processes and incompatible systems. For high-growth companies to remain competitive, the finan...

Technology Transformation in the Capital Raising Process
TECHNOLOGY TRANSFORMATION IN THE CAPITAL RAISING PROCESS
Fintech has been applied pretty effectively to the consumer finance space. We all bank online and via our mobile phones now. Fintech has yet to create profound change in capital markets, particularly the capital raising space, which functions very similarly to how it did 10 or even 20 years ago. How...

An Introduction to Venture Capital Investment
AN INTRODUCTION TO VENTURE CAPITAL INVESTMENT
This webinar will cover the entire venture capital investment process, from sourcing deals through to the due diligence and approval processes and exiting from investments. Differences in the approach to investing between European and USA VC firms will also be covered. If you are new to venture capi...

Key Aspects in Mezzanine Financing
KEY ASPECTS IN MEZZANINE FINANCING
Gain an in-depth understanding of the key issues associated with mezzanine financings. Mezzanine loans will play an increasingly important role in meeting the financing needs of companies in the coming years. With the tightening of leverage multiples for senior debt, a growing number of companies an...

Small Business Lending Fund Update
SMALL BUSINESS LENDING FUND UPDATE
The Small Business Lending Fund is a $30 billion fund that was created as part of the Small Business Jobs Act. The Fund is intended to encourage lending to small businesses by community banks with total assets of less than $10 billion. This OnDemand Webinar will provide an overview of the Small Busi...

How CFOs Can Lead Working Capital Efficiency
HOW CFOS CAN LEAD WORKING CAPITAL EFFICIENCY
CFOs and senior finance leaders are under mounting pressure to generate additional free cash flow and improve net income for their organizations. To meet this need, a growing number of forward-thinking organizations are turning to technology providers to implement early payment to improve working ca...

Practical Inventory and Working Capital Improvement Tips
PRACTICAL INVENTORY AND WORKING CAPITAL IMPROVEMENT TIPS
This webinar is an extension of our previous webinar, ‘The Sense and Nonsense of Inventories’. In the webinar ‘Practical Inventory Analysis and Working Capital Improvement Tips’, Jacques and Richard will have a look at master data as well as operational data and will address:...

Tackling Working Capital Challenges in 2019
TACKLING WORKING CAPITAL CHALLENGES IN 2019
Learn 5 ways companies can tackle working capital challenges in 2019. Join PrimeRevenue’s CEO, PJ Bain, and CFO, Nathan Feather for a webinar discussing how establishing a strong working capital strategy now can help prepare your company for the unpredictability ahead.

Cash is King: Effective Cash Flow Management
CASH IS KING: EFFECTIVE CASH FLOW MANAGEMENT
Understanding and managing the cash flow in your business is critical to your success. Learn how to improve cash flow management, even in a weak economy. A balance sheet is often described as a snapshot of your financial situation at a single point in time (think of it as the balance in your persona...

Is the Venture Capital Process Right for Your Startup?
IS THE VENTURE CAPITAL PROCESS RIGHT FOR YOUR STARTUP?
In 2016, capital raised by venture funds hit a 10-year high, and venture capitalists invested nearly $70 billion across almost 8,000 companies. Robust VC activity presents an attractive opportunity for startups seeking capital and strategic advice. However, this opportunity can be lost without adequ...

Dividend Investing Best Practices
DIVIDEND INVESTING BEST PRACTICES
Investors looking to create a reliable source of income from their portfolios have often looked to dividend stocks for help. However, selecting the wrong dividend investments can lead to higher expenses, increased taxes, and greater portfolio volatility. This topic explains the importance that divid...

Avoiding Potential Pitfalls of Raising Capital
AVOIDING POTENTIAL PITFALLS OF RAISING CAPITAL
The Jumpstart Our Business Startups Act (the "JOBS Act") became law on April 5, 2012, and was designed, in part, to enhance the raising of capital, especially by small or emerging businesses. As a result of the JOBS Act, the SEC has promulgated new rules to facilitate capital formation. Wh...

3 Ways Your Marketing Success Depends on Digital Asset Management
3 WAYS YOUR MARKETING SUCCESS DEPENDS ON DIGITAL ASSET MANAGEMENT
The right Digital Asset Management (DAM) solution can be the glue for your digital marketing organization. DAM bridges the gaps between creative efforts, operations, delivery, and publication, making it easy to streamline processes and drive productivity throughout your organization. Learn how to fu...

Pragmatic AI for asset management
PRAGMATIC AI FOR ASSET MANAGEMENT
Unlocking value from unstructured data is critical to the role of an asset/investment manager. Genpact's Digital VP Satya Iluri and Digital AVP Prabhod Sunkara show how to aggregate, extract, normalize, and streamline structured and unstructured data with AI and machine learning, and how to powe...

Advanced Capital Budgeting: Improving Your ROI on Long Term Investments
ADVANCED CAPITAL BUDGETING: IMPROVING YOUR ROI ON LONG TERM INVESTMENTS
This topic will help you prepare decision approval packages that evaluate the full range of risk and opportunity from long term capital investment opportunities. Using decision analysis and statistical techniques, you will learn how to quantify the risk of these significant capital expenditures to a...

Working Capital Management: Effective Policies and Techniques
WORKING CAPITAL MANAGEMENT: EFFECTIVE POLICIES AND TECHNIQUES
Learn effective techniques for managing working capital in your business. Liquidity is top of mind for executives and they are looking at all sources of incremental free cash flow within their organizations. One area that is on everyone's list of sources is working capital, but most companies fa...

IMA: Maximize Accounting & Finance Resources for Finance Transformation Projects
IMA: MAXIMIZE ACCOUNTING & FINANCE RESOURCES FOR FINANCE TRANSFORMATION PROJECTS
Institutional knowledge is a key differentiator in any effective transformation, such as an ERP upgrade. Freeing internal resources from their daily workload to support such a project is a challenge. Join us as Molly Boyle and Thyra Williams, of BlackLine, examine how financial close automation solu...

Culture and Conduct in Financial Services
CULTURE AND CONDUCT IN FINANCIAL SERVICES
Do you know where your culture and conduct strategy stands relative to your industry peers? Hear what Financial Services professionals are saying about the culture and conduct at their organizations in the latest BAI Banking Outlook research.

How Continuous Accounting Can Make You Best-in-Class
HOW CONTINUOUS ACCOUNTING CAN MAKE YOU BEST-IN-CLASS
Every organization is constantly expected to run leaner while becoming more effective. This is especially true for Accounting and Finance, which are required to not only deliver periodic financial data and reports, but also real-time analysis and intelligence. Continuous Accounting enables a more ef...

The Finance & Accounting Evolution:Don’t Get Left Behind.
THE FINANCE & ACCOUNTING EVOLUTION:DON’T GET LEFT BEHIND.
Against the backdrop of change and uncertainty, there’s an immediate need for the finance function to evolve. The opportunity has never been greater, the stakes have never been higher, and the risk of doing nothing is growing every day. What’s a Senior Finance Executive to do? Join us fo...

Varian’s Roadmap to Continuous Accounting with SAP and BlackLine
VARIAN’S ROADMAP TO CONTINUOUS ACCOUNTING WITH SAP AND BLACKLINE
As the pace of business accelerates, the need for accurate, real-time financial data increases – but how do Accounting and Finance teams adjust? One innovative approach is Continuous Accounting, and Varian Medical Systems has a multi-year plan to get there.

CFO: The Impact of Innovative Technology on Finance & Accounting
CFO: THE IMPACT OF INNOVATIVE TECHNOLOGY ON FINANCE & ACCOUNTING
Accounting has evolved, and like the rest of the world, it is in the middle of a digital transformation. Hear first-hand from Hyatt and the impact technology and process improvements have made on transforming and modernizing the way its finance and accounting teams work.

Why Organizations Need Finance Innovation
WHY ORGANIZATIONS NEED FINANCE INNOVATION
Roche is a global pioneer in personalize healthcare. An organization where “innovation is in their DNA,” and this is especially true among their Financial Shared Service Centers. Join Dominic Racine, Manager, General Accounting, Roche Diagnostics as he describes their journey from manual...

Expedite an Accurate Month-End Financial Close
EXPEDITE AN ACCURATE MONTH-END FINANCIAL CLOSE
Despite being one of the most burdensome processes finance and accounting teams deal with today, automating the financial close process is often an afterthought as accountants continue to rely on the same manual, spreadsheet-driven processes that have always been in place. Join this webinar as Arman...

Driving Agility Through Intelligent Finance Transformation
DRIVING AGILITY THROUGH INTELLIGENT FINANCE TRANSFORMATION
The Office of the CFO is expected to play a leading role in accelerating strategic growth across the enterprise. That’s easier said than done in today’s disruptive business landscape. As resources and talent are constantly evolving, agility becomes the key to success. Leading Finance exe...

CFO: How Finance Leaders Overcome the Top Intercompany Accounting Challenges
CFO: HOW FINANCE LEADERS OVERCOME THE TOP INTERCOMPANY ACCOUNTING CHALLENGES
As companies face growing scrutiny over intercompany transactions, finance leaders are seeking new ways, including the latest technological advances, to improve both clarity and transparency. But finance leaders, especially at companies with global subsidiaries or recent acquisitions, are likely to ...

Quarterbacking Long Term Retail Deposits – Presenting and Selling Long Term Deposits
QUARTERBACKING LONG TERM RETAIL DEPOSITS – PRESENTING AND SELLING LONG TERM DEPOSITS
Learn how to develop a cohesive sales process that can be executed at the point of contact with reads and progressions.  Here we will focus on the presentation of offers in a sequential process that touches key principles in intentional ways to build confidence that our financial institution ha...

2019 Banking Industry and Business Risks for Bank Accountants and Auditors
2019 BANKING INDUSTRY AND BUSINESS RISKS FOR BANK ACCOUNTANTS AND AUDITORS
This banking risk training explains the banking industry and how it fits into the US capitalist system. This webinar includes dialogue about topics including the role of the Fed – the Central Banking System The capital markets (stock, bond, and money markets) The Fed’s monetary tools to ...

Personalization in Banking: Aspiration to Execution
PERSONALIZATION IN BANKING: ASPIRATION TO EXECUTION
Industry pundits and customer surveys indicate that an increasing number of consumers and businesses would like, if not expect, their financial institution to personalize their banking experience. Much like they experience from other service providers like Amazon, Netflix and Facebook, users are loo...

What’s new in WSO2 Open Banking
WHAT’S NEW IN WSO2 OPEN BANKING
WSO2 Open Banking has undergone several feature enhancements over the past couple of months. Many of them focus on the Open Banking UK API standard v3.1. This session will take you through the feature enhancements and discuss what lies ahead for WSO2 Open Banking.

Easy Oracle Financial Reporting with GL Connect
EASY ORACLE FINANCIAL REPORTING WITH GL CONNECT
GL Connect for Oracle EBS (R11 and R12) allows finance users to easily build, update and refresh their financial reports directly from Excel using real-time, live, drillable data! All financial reports and statements are automatically configured to your existing Oracle EBS Security, Chart of Account...

Winning Over the Digital Banking Customer
WINNING OVER THE DIGITAL BANKING CUSTOMER
It’s common knowledge that branch traffic has been slowly and steadily declining. Now that consumers increasingly turn to digital channels to meet their everyday banking needs, financial institutions are being forced to revisit the role the branch will play in the future. Specifically, FIs hav...

Managing the tension between business growth and credit risk
MANAGING THE TENSION BETWEEN BUSINESS GROWTH AND CREDIT RISK
Companies are under pressure to grow and at the same time they are expected to manage financial risk and the developing challenges of not doing business with “dubious organizations”.

Top 10 Trends in Retail Banking & Payments, 2019
TOP 10 TRENDS IN RETAIL BANKING & PAYMENTS, 2019
Join Aite Group research director Julie Conroy and her expert team for a one-hour webinar as they identify the top 10 trends that will shape the retail banking and payments landscape around the globe in 2019 and beyond.

Future of Banking: Personalization of the Customer Journey
FUTURE OF BANKING: PERSONALIZATION OF THE CUSTOMER JOURNEY
The pace of innovation is accelerating, and consumer expectations are on the rise. How can marketers manage these expectations in a digital world while managing multiple lines of business and breaking down silos between sales and marketing within their organization?

Banking on Trust: Employee Advocacy in Financial Services
BANKING ON TRUST: EMPLOYEE ADVOCACY IN FINANCIAL SERVICES
Globally, financial services rank the lowest of all industries for customer trust according to Edelman research. This is why leading brands are harnessing their collective employee voices instead of corporate channels.

The Case for Continuous Accounting
THE CASE FOR CONTINUOUS ACCOUNTING
Michael Shultz, of BlackLine, will discuss defining the work and workload in the accounting department, as well as identifying opportunities to move work out of the close. In addition, you will hear from Michael DalPoggetto of Varian Medical Systems, an organization well on its way to utilizing cont...

The Impact of Innovative Technology on Accounting
THE IMPACT OF INNOVATIVE TECHNOLOGY ON ACCOUNTING
Hear first-hand from Hyatt and the impact technology and process improvements have made on transforming and modernizing the way its finance and accounting teams work. Increased visibility and streamlined the month-end close Eliminated the need to pull data for auditors – estimated 700 hours sa...

Your Digital Finance Journey: Maintaining Momentum After Implementation
YOUR DIGITAL FINANCE JOURNEY: MAINTAINING MOMENTUM AFTER IMPLEMENTATION
The end of your initial BlackLine implementation is not the end of your digital finance journey – don’t let innovation stop after implementing your first BlackLine solution. From adding new solutions to leveraging current products in an ‘outside the box’ manner, join us for a...

The Business Case for a Finance-Lead Digital Transformation
THE BUSINESS CASE FOR A FINANCE-LEAD DIGITAL TRANSFORMATION
Hear from leading experts on proven methods and approaches for initiating and delivering transformation efforts to bring process improvement in the finance organization. Discover how to leverage your investment in BlackLine and other cloud platforms to digitize the financial close, planning, and rep...

Commercial Construction Lending
COMMERCIAL CONSTRUCTION LENDING
Construction loans for commercial real estate (CRE) remain a major part of commercial bank lending. Many community banks attempt to use versions of their residential formats and policies to administer commercial construction loans; however, this generally does not adequately control the situation du...

Incentives, Ethics, Account & Loan Growth
INCENTIVES, ETHICS, ACCOUNT & LOAN GROWTH
In November of 2016, The Consumer Financial Protection Bureau, CFPB, warned financial companies about sales and production incentives that may lead to fraud or consumer abuse. How does an organization know if employee’s goals fall under this warning? This webinar will discuss several related i...

AUSTRALIA POST ACCOUNTING TEAM DELIVERS RESULTS WITH AUTOMATION & CONTROLS
AUSTRALIA POST ACCOUNTING TEAM DELIVERS RESULTS WITH AUTOMATION & CONTROLS
Australia Post has come a long way from delivering mail by pack horse in 1809. The government-owned corporation started with the telegraph in the late 1800s and has evolved to today’s use of more than 1,000 ecofriendly electric delivery vehicles—the largest fleet in the country. That spi...

WHY SAP USERS NEED SAP INTERCOMPANY FINANCIAL HUB BY BLACKLINE
WHY SAP USERS NEED SAP INTERCOMPANY FINANCIAL HUB BY BLACKLINE
This blog originally appeared on SAP’s blog, and is Part 5 of this blog series. Read the full series here. Before we dive into the technology, let’s discuss what intercompany accounting is and acknowledge the associated challenges. Intercompany accounting can be extremely time-consuming,...

Trust Is in the Process: Optimizing Account Reconciliations
TRUST IS IN THE PROCESS: OPTIMIZING ACCOUNT RECONCILIATIONS
Trusting your account reconciliations process is vital. It’s how you can facilitate meaningful reporting and evaluate business performance. That’s why it’s important to ensure accuracy and scalability for your company’s growth and success. With digital financial automation yo...

It
IT'S ACCRUAL WORLD OUT THERE: RECONCILING ACCOUNTS FEARLESSLY
Trusting your account reconciliations process is vital. It’s how you can facilitate meaningful reporting and evaluate business performance. That’s why it’s important to ensure accuracy and scalability for your company’s growth and success. With digital financial automation yo...

Trust is in the Balance
TRUST IS IN THE BALANCE
Building and maintaining trust is more important than ever in our increasingly uncertain world. Yet only 38% of finance professionals say they completely trust the accuracy of their financial data. When you’re mired in manual processes, it’s difficult to feel confident in producing finan...

The Future of Accounting Is Now
THE FUTURE OF ACCOUNTING IS NOW
A progressive shift is taking place within organizations. Finance automation tools are enabling corporations to increase efficiency, improve accuracy, and decrease risk. Accountants are unleashed to be more proactive, focused on complex and judgmental areas, and drivers of strategic business decisio...

From Startup to Scalable: Building a World-Class Accounting Organization
FROM STARTUP TO SCALABLE: BUILDING A WORLD-CLASS ACCOUNTING ORGANIZATION
The game is changing. Accounting teams are expected to close the books faster and more accurately than ever before, and what used to be their entire focus is now just the price of admission. As a result, future-focused accounting and finance leaders must move beyond their traditional role to partner...

Universal Banker: SWARM Banking & Branch Transformation
UNIVERSAL BANKER: SWARM BANKING & BRANCH TRANSFORMATION
A holistic service approach that focuses on the customer experience can drive efficiency through the entire organization. Extraco’s SWARM Banking™ is more than a cross training, rotation, and technology method used to create a successful universal banker in this new bank era. In this web...

5 Steps to Successful Accounts Payable Automation
5 STEPS TO SUCCESSFUL ACCOUNTS PAYABLE AUTOMATION
Value drivers for any best-in-class AP department are tied to basics like a solid procurement policy, high quality invoice data, master data management and automation. But these are just labels which is why we want to dig deeper and examine what specifically is required for any of these elements to ...

Writing New Accounts Procedures with New CDD
WRITING NEW ACCOUNTS PROCEDURES WITH NEW CDD
During this webinar, we will take the core document from deposit accounts documentation and set up a working document so that you can tailor your procedures into the framework we will provide. You will receive a "core document" in a word document that you can drop your individualized docum...

Agricultural Loan Documentation & Administration
AGRICULTURAL LOAN DOCUMENTATION & ADMINISTRATION
Gain an essential understanding of agricultural collateral, risk management, loan documentation, loan administration and loan monitoring.This webinar will provide bankers with an essential understanding of agricultural collateral, the risks presented by agricultural lending, agricultural loan docume...

Loan Documentation 101: Basic Secured Loan Documentation
LOAN DOCUMENTATION 101: BASIC SECURED LOAN DOCUMENTATION
Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements. Borrowing base certificates and other documentation topics will also be discussed.
We'll also present collateral documentation checklists for intangible personal pr...

Basics of Banking
BASICS OF BANKING
This webinar will provide an “introduction” to the banking industry and touch on most all aspects of banking. It is a must for all new bankers and/or those that want to "brush up" on their general banking knowledge!

Bank Call Report Preparation for Beginners - Part 2
BANK CALL REPORT PREPARATION FOR BEGINNERS - PART 2
Designed for bankers new to call report preparation, this series will cover basic reporting requirements, operational schedules, loan schedules, maturity and repricing, and Basel III risk based capital, plus recent accounting changes affecting the Call Report. FFIEC 041 and 051 forms will be used du...

Successful Workout Strategies for Problem Loans
SUCCESSFUL WORKOUT STRATEGIES FOR PROBLEM LOANS
This webinar is designed to provide the participant with a disciplined strategy for approaching the loan when it reaches the workout situation. We'll begin with a look at some early warning signs of an impending problem and then provide a step-by-step approach including what to do first, pitfall...

What
WHAT'S HOT IN MORTGAGE COMPLIANCE NOW?
Changes in regulations, interest rates, and advances in technology that shaped 2018 play an even bigger role in the mortgage industry in 2019. To succeed, your organization must be able to keep pace with the changes. Designed to prepare mortgage employees to comply and excel in their careers, this n...

Opening Fiduciary Accounts
OPENING FIDUCIARY ACCOUNTS
From court ordered accounts to authorized signers, a fiduciary account has to be set up correctly and handled perfectly so that your customer gets the best results from the account. We will cover the documents needed, the signature set up and managing fiduciary money. If you open accounts, you won&r...

Basics of Banking: An Overview
BASICS OF BANKING: AN OVERVIEW
This webinar will provide an “introduction” to the banking industry and touch on most all aspects of banking. This webinar is a must for all new bankers and/or those that want to “brush up” on their general banking knowledge!

Loan Structuring Basics
LOAN STRUCTURING BASICS
The principal goal of this course is to enable you to appropriately structure credit exposures, matching loan type, terms and conditions to the borrower’s identified primary and secondary loan repayment sources and underlying credit risks.

Advanced Commercial Loan Documentation
ADVANCED COMMERCIAL LOAN DOCUMENTATION
Everything a commercial loan officer should know about the core commercial loan documentation package, including perfecting security interests on commercial collateral, loan agreements, signature requirements, loan closings and more. This fast-paced seminar will focus on the purpose, use and content...

Elder Financial Exploitation
ELDER FINANCIAL EXPLOITATION
One of the saddest and most disturbing crimes is watching our elderly suffer from financial exploitation. It could be a romantic scam, check scam, problem with a caregiver, unusual transactions of the customer’s account and it is costing your customer his or her life savings. What can you do? ...

7 Ways To Safely Store Your Digital Coins
7 WAYS TO SAFELY STORE YOUR DIGITAL COINS
The very first step you have to take in order to purchase and being able to hold your coins is to open up a cryptocurrency wallet. There are different choices of wallets depending on if you want to simply hold the largest coins - Bitcoins and Litecoin - or hold many different types. In this class we...

Can private blockchains scale?
CAN PRIVATE BLOCKCHAINS SCALE?
CoinDesk is the leading digital media, events and information services company for the crypto asset and blockchain technology community. As enterprises around the world examine how to incorporate blockchain efficiencies into their business processes.

Crypto Basics - Wallets - 7 Ways To Safely Store Your Digital Coins
CRYPTO BASICS - WALLETS - 7 WAYS TO SAFELY STORE YOUR DIGITAL COINS
The very first step you have to take in order to purchase and being able to hold your coins is to open up a cryptocurrency wallet. There are different choices of wallets depending on if you want to simply hold the largest coins - Bitcoins and Litecoin - or hold many different types. In this class we...

Personal Finance in the Cryptocurrency World
PERSONAL FINANCE IN THE CRYPTOCURRENCY WORLD
What is blockchain? and why are cryptocurrencies important? Webinar main topics: Identifying cryptocurrencies and ICOs suitable for investment. Cryptocurrencies are the future of finance, and it might be a good idea to diversify your portfolio. The future of Personal Finance. Strategies for personal...

Crypto Basics - Regulations - Government Regulations & the Safety of Cryptocoins
CRYPTO BASICS - REGULATIONS - GOVERNMENT REGULATIONS & THE SAFETY OF CRYPTOCOINS
How regulators like the SEC define and treat cryptocurrencies is important because it affects both the value of cryptocurrencies, and how likely it is that blockchain technology will thrive in a particular jurisdiction. Just recently China stopped bitcoins (and other cryptocurrencies) shuttering the...

How to win over market crisis
HOW TO WIN OVER MARKET CRISIS
The last crisis in the Euro zone Italy due to the possible Italian default left the euro zone currencies in a depreciation of more than 200 points from the moment it started. Many traders were stuck with trades over long trades with other option but to take loses.

Know The Best Mutual Funds To Invest In
KNOW THE BEST MUTUAL FUNDS TO INVEST IN
For the first time, Mr. Shailesh Saraf will be hosting a webinar which will focus on guiding you on the best Mutual Funds to invest in. As stock market has sectors, Mutual Fund has different categories. We will be training you on different categories of Mutual Funds. If you know which category gives...

LEARN MORE ABOUT THE FIRST GUIDANCE TO HELP THE BANKING INDUSTRY ADOPT THE TCFD RECOMMENDATIONS
LEARN MORE ABOUT THE FIRST GUIDANCE TO HELP THE BANKING INDUSTRY ADOPT THE TCFD RECOMMENDATIONS
Sixteen banks working in collaboration with UNEP FI, risk and investment management experts, and leading scientists have recently published a jointly developed methodology that will enable banks to be more transparent about their exposure to climate-related risks and opportunities, in line with the ...

FINANCE MECHANISMS TO ACHIEVE THE SDGS
FINANCE MECHANISMS TO ACHIEVE THE SDGS
Over two years ago, in September 2015, 193 governments adopted the UN Sustainable Development Goals (SDGs), which provide a framework for global development and set quantitative targets for the world to achieve by 2030. A global investment of $5 to $7 trillion a year, from 2015 to 2030, is estimated...

POSITIVE IMPACT – REAL ESTATE INVESTMENT FRAMEWORK
POSITIVE IMPACT – REAL ESTATE INVESTMENT FRAMEWORK
The UNEP Finance Initiative (UNEP FI) and collaborators (RICS, PRI, Global Investor Coalition) is developing an impact-based investment framework for real estate to address the SDG financing gap. UNEP FI’s Property Working Group has issued a discussion paper which introduces a positive impact ...

The Increasing Role of the Banks’ Treasury
THE INCREASING ROLE OF THE BANKS’ TREASURY
The world of the banks’ treasury is changing. Treasurers are getting more involved with corporate governance, risk management and regulatory reporting. In this webinar, we will discuss the latest results of a survey run by Banking Technology with more than 100 treasurers earlier this year and ...

Building Your Bank’s Mobile Payment Strategy
BUILDING YOUR BANK’S MOBILE PAYMENT STRATEGY
Apple Pay, Google Wallet, voice payment, payment in messaging apps, Bitcoin, merchant-led solutions, bank-owned solutions. Payment options — driven by a whirlwind of new technology and shifting consumer preferences — are changing. And banking executives are faced with sorting out if and ...

Securing Your Foundation - Mortgage Management and Refinancing
SECURING YOUR FOUNDATION - MORTGAGE MANAGEMENT AND REFINANCING
This is a past recording from a live webinar. As with any live event, some of the information discussed may be subject to change over time. Whether you’re a homeowner, a potential homeowner, or just interested in the mortgage industry, everyone can benefit.

Collaboration is key to digital banking
COLLABORATION IS KEY TO DIGITAL BANKING
Ecosystems forming for financial services, and will find it harder and harder to maintain their competitive market position. Knowing what you need, what to avoid, and solutions for leading your organisation to innovate with fintechs collaboratively can seem daunting. Sign up here and listen to Red H...

PSD2 Open Banking For Programme Managers
PSD2 OPEN BANKING FOR PROGRAMME MANAGERS
Global Processing Services and Konsentus explored the implications of PSD2 open banking and the challenges Programme Managers face to meet the new regulations. March 14 2019 – it’s only 2 months until everyone has to have their solutions available for external testing. Will you be ready?...

Credit Earnings Volatility and Share Price Performance: Implications of IFRS 9 and CECL
CREDIT EARNINGS VOLATILITY AND SHARE PRICE PERFORMANCE: IMPLICATIONS OF IFRS 9 AND CECL
The new accounting standards can have material implications for allowance and earnings dynamics. Join our researchers, Amnon Levy and Pierre Xu, explore a large sample of banks to better understand channels by which the standards affect shareholder value.

Building the Digital Bank of the Future: The Emerging Role of Quality Assurance
BUILDING THE DIGITAL BANK OF THE FUTURE: THE EMERGING ROLE OF QUALITY ASSURANCE
Banking will remain relevant in the coming years, but banks as we know them may not. This is due to a new consumption paradigm, compelling banks to pivot from banking-as-a-product to banking-as-a-lifestyle. As banks evolve beyond selling products to selling experiences, they must assure these experi...

Universal Banker: Recruiting, Hiring, & Training
UNIVERSAL BANKER: RECRUITING, HIRING, & TRAINING
Learn how to increase the quality of the hiring model through technology, using a certified panel, and unorthodox questioning. Improve customer and employee retention by creating an enhanced, consistent customer and employee experience by developing a training program that reduces on the job trainin...

Business Banking Insights
BUSINESS BANKING INSIGHTS
Do you know what your business banking customers are looking for in a financial services organization? BAI conducted a survey of business owners to find out. Join us for this complimentary BAI webinar to gain actionable insights that will help you make smart business decisions in the year ahead.

TRADING CLASSICS: PRICE ACTION TRADING STRATEGIES
TRADING CLASSICS: PRICE ACTION TRADING STRATEGIES
Tired of sophisticated trading strategies that don’t let you spot real market opportunities? We have an easy fix!,Orbex Team has prepared a comprehensive webinar on Price Action trading technique that is so popular among professional traders. Price action is the only technique that can be cons...

TRADING WITH THE STOCHASTIC
TRADING WITH THE STOCHASTIC
In this session, James will discuss the stochastics indicator which is one of the most popular forex tools. During the webinar, you will learn what the indicator is as well as how to trade the indicator, from basic methods through to advanced methods including how to combine the indicator with other...

Streamlining the Early Stages of Budgeting as Part of Your Planning Process
STREAMLINING THE EARLY STAGES OF BUDGETING AS PART OF YOUR PLANNING PROCESS
Despite all of the advances in finance technology, many organizations continue to struggle through the budgeting and forecasting process by relying on spreadsheets. Finance teams are spending the majority of their time collecting and entering data, especially in the early stages of the budgeting pro...

The Risks of Using Manual Processes for Period-End Tasks
THE RISKS OF USING MANUAL PROCESSES FOR PERIOD-END TASKS
Manual processes may be costing your team more than just valuable hours. When accounting teams rely too heavily on spreadsheets for managing period-end tasks, they may unknowingly put your business at significant risk for financial statement inaccuracies and noncompliance; in addition, unstandardize...

The latest trends in mobile banking malware… and how to fight them
THE LATEST TRENDS IN MOBILE BANKING MALWARE… AND HOW TO FIGHT THEM
Mobile banking trojans increased 60% last year showing us that the malware problem isn’t going away.
Since 2010 this scourge has continuously gown and bedeviled financial institutions and their customers – and there’s no end in sight. Clearly, ignorance surely isn’t bl...

Digital banking in a cloud world – 5 steps to evaluate private, hybrid and multi cloud strategies
DIGITAL BANKING IN A CLOUD WORLD – 5 STEPS TO EVALUATE PRIVATE, HYBRID AND MULTI CLOUD STRATEGIES
Changing customer behavior and expectations are having a profound effect on how financial services are delivered. Financial service organizations are employing technology and adopting new business models to reshape the competitive landscape in a digital world.

Simple and Effective way to Make Money from Stock Markets
SIMPLE AND EFFECTIVE WAY TO MAKE MONEY FROM STOCK MARKETS
There can be no doubt that modern day market is complex and dynamic. But whatever market wants to do, the most important and prominent method to understand the market's psychology is following the price action of the stocks or indices. As retail traders or investors often we have a scarcity of t...

Bitcoin and Blockchain
BITCOIN AND BLOCKCHAIN
The hype-fog surrounding the blockchain and its offspring cryptocurrencies is peaking, and this webinar slices through it. Is the blockchain revolutionary in scope? Absolutely will it all play out in line with the investment dollars? Not at all. Squaring the Blockchain Circle critiques the blockchai...

How Strong is the Conservative Case for a Carbon Tax?
HOW STRONG IS THE CONSERVATIVE CASE FOR A CARBON TAX?
In the debate over anthropogenic climate change, one important difference has emerged among self-described economic and political conservatives: Would a tax on greenhouse gas emissions, whether imposed by the US alone or by international agreement, further the goals of environmental improvement and ...

Fintech, Tokens, & Private Currency: Why Everything Old is New Again
FINTECH, TOKENS, & PRIVATE CURRENCY: WHY EVERYTHING OLD IS NEW AGAIN
Join CEI experts for a lunch discussion about encouraging freedom and innovation through antitrust reform. Calls on Capitol Hill for increased antitrust scrutiny have been fanned by recent administration challenges to mergers, related criticism of big tech, and the rise of so-called 'hipster ant...

THE BIGGEST OBSTACLES TO TRUSTWORTHY FINANCIAL DATA AND HOW CFOS OVERCOME THEM
THE BIGGEST OBSTACLES TO TRUSTWORTHY FINANCIAL DATA AND HOW CFOS OVERCOME THEM
Amid ongoing advances in technology and ever-increasing expectations that CFOs will take the lead in planning for the future of their organisations, C-level executives should believe they can rely on the accuracy of financial data to inform their organisations’ decisions.

Trade With No Stop Loss, How To Win In The Currency Markets Hedging
TRADE WITH NO STOP LOSS, HOW TO WIN IN THE CURRENCY MARKETS HEDGING
Market strategy is about choosing the entry and exit prices. If a trader is on swing trading or scalping the exit price is crucial. The volatility for an intraday trader will play against its on trading every time a stop loss is placed. There is a safer and winning way to protect the entry without s...

Introduction to Automated Trading
INTRODUCTION TO AUTOMATED TRADING
Do you know how automated trading works?  In this webinar, you will learn the basics of automated trading, its advantages over manual trading and how to use it through the MT4 platform. Content: Definition of Automated Trading In a very didactic way, we will enter into automated trading. You wi...

Mortgage Compliance Refresher and Checklist
MORTGAGE COMPLIANCE REFRESHER AND CHECKLIST
Failing to address the significant industry changes exposes organizations to enforcement activities, examination problems, and/or private litigations or complaints. The pace of mortgage industry regulation from Washington and state agencies is significant, and the compliance demands on bank and non-...

Complete Commercial Real Estate Loan Closing Checklist
COMPLETE COMMERCIAL REAL ESTATE LOAN CLOSING CHECKLIST
Don't risk making mistakes - learn the ins and outs of the commercial real estate closing process.Prepare yourself for the return of commercial real estate lending, learn to make the transactions you are involved in run more smoothly, and set yourself apart from your peers, by learning the ins a...

Blockchain-Enabled Use Cases for Utilities
BLOCKCHAIN-ENABLED USE CASES FOR UTILITIES
The proliferation of blockchain technology in the energy sector has seen a remarkable new breadth of applications for utilities. Utilities are facing an extremely uncertain future with the advent of disintermediated p2p energy transactions. Nonetheless, utilities can use blockchain to enhance and de...

Blockchain impact on solar energy
BLOCKCHAIN IMPACT ON SOLAR ENERGY
We've uploaded the recordings and slides of our "Blockchain impact on solar energy" webinar of December 14. Access all the proceedings of this insightful webinar and get answers to all your questions about the Blockchain.

The Stocks in 2019
THE STOCKS IN 2019
This webinar will focus on the stocks view for 2019, stocks to invest in after analyzing their fundamentals on the basis of value investing and also understanding the best performing sectors. A great opportunity to understand which are the stocks one needs to pick in this market which may  beco...

The Best All Around Forex & Cryptocurrency Indicator - MACD
THE BEST ALL AROUND FOREX & CRYPTOCURRENCY INDICATOR - MACD
MACD is one of the most popular and reliable indicators for trading. M.A.C.D. is an abbreviation for Moving Average Convergence Divergence. It is fairly easy to learn and add into your trading plan to make great decisions. This indicator involves plotting two momentum lines. The MACD line is the dif...

Personal Finance in the Cryptocurrency World
PERSONAL FINANCE IN THE CRYPTOCURRENCY WORLD
What is blockchain? and why are cryptocurrencies important? Webinar main topics: Identifying cryptocurrencies and ICOs suitable for investment. Cryptocurrencies are the future of finance, and it might be a good idea to diversify your portfolio The future of Personal Finance. Strategies for personal ...

Account Takeover Fraud – How To Protect Your Business
ACCOUNT TAKEOVER FRAUD – HOW TO PROTECT YOUR BUSINESS
The financial industry considers Account Takeover Fraud as the most common cause of loss to their digital business. Fraudsters gain unauthorized access to accounts using many different techniques. Financial institutions need to take proactive measures and a multi-layered approach to monitor, detect ...

The ROI of AI – Converting conversational AI into revenue for banks
THE ROI OF AI – CONVERTING CONVERSATIONAL AI INTO REVENUE FOR BANKS
Conversational AI has changed the way people bank, delivering enhanced user experiences and re-establishing trust. But what can this new technology do for your bottom line? As it turns out, it can do quite a lot. Listen on demand to FinTech Futures, Finn AI and Juniper Research discuss how conversat...

AML Transaction Monitoring for Banks with IdentityMind 2.0
AML TRANSACTION MONITORING FOR BANKS WITH IDENTITYMIND 2.0
You know what you need to do to make your AML program a success. But, the gap between what you know you need and what you can deliver relegates those plans to the wish list. You’ve tried connecting different systems and data sources but find yourself stuck with a limited system that cannot kee...

How Can Mobile Banking Apps Fight Back?
HOW CAN MOBILE BANKING APPS FIGHT BACK?
Digital channels have become a high-risk environment due to data breaches, phishing, malware, and social engineering attacks. Banks need to better serve their customers by overcoming these security concerns - especially in mobile. To understand current trends in online and mobile banking fraud, the ...

HOW TO INCREASE YOUR ACCOUNTS RECEIVABLE EFFICIENCY
HOW TO INCREASE YOUR ACCOUNTS RECEIVABLE EFFICIENCY
Is your Accounts Receivable department burdened with manual invoicing processes and inefficiencies related to handling paper invoices?, Do you struggle to comply with the various tax regulations and local laws, while satisfying your customers’ individual requirements for receiving invoices? Do...

SUPERCHARGE YOUR BANK ACCOUNT RECONCILIATION PROCESS
SUPERCHARGE YOUR BANK ACCOUNT RECONCILIATION PROCESS
The bank account reconciliation process is one of the big headaches for the Accounts Receivable function. Costly and time-consuming manual processes in receivables matching delay the allocation of incoming payments to the right customers, prevent the efficient use of liquidity, and cause unintended ...

Cryptocurrency Capital Markets
CRYPTOCURRENCY CAPITAL MARKETS
The first step to investing is understanding the product you invest in – cryptocurrency.  You can register to one promo webinar a week, alternatively you can always register to a paid seminar here and learn everything there is.

Cryptoassets and Social Signals
CRYPTOASSETS AND SOCIAL SIGNALS
While Wall Street was built from a closed circuit of insiders who guarded insight and built fortunes from information asymmetry, the world of cryptocurrency investing and trading flips this script. Analysts and traders use social signals and share information in real time on a global scale. These si...

Developing financial wellness tools with artificial intelligence
DEVELOPING FINANCIAL WELLNESS TOOLS WITH ARTIFICIAL INTELLIGENCE
Recent research shows that consumers are interested in using a digital financial coach to help them proactively manage their finances. However, most are using online banking tools that just give a full view of their financial picture without offering up any advice or guidance on how to improve their...

How are banks implementing their digital transformation?
HOW ARE BANKS IMPLEMENTING THEIR DIGITAL TRANSFORMATION?
Tanya is one of the world's best insiders on how banks are using and deploying technology. From legacy core banking systems to the new Fintech trends, she has seen it all - and has an informed opinion on what works and what doesn’t. Following her contribution to CFTE's Fintech Foundati...

Customer Experience in Banking - a CTO
CUSTOMER EXPERIENCE IN BANKING - A CTO'S PERSPECTIVE
Customer Experience in Banking - a CTO's Perspective Customer Experience in Banking: A CTO’s Perspective Shubhra Sinha VP, Portfolio Marketing DataStax Brett Brunick Chief Technology Officer TCF Bank In a rapidly evolving world. Each new innovation accelerates expectations © 2017 Data...

TAXES IN EMONEY: FINANCIAL PLANNING AFTER THE TAX CUTS AND JOBS ACT
TAXES IN EMONEY: FINANCIAL PLANNING AFTER THE TAX CUTS AND JOBS ACT
Take an in-depth look at how taxes are handled in eMoney, including new features added for the Tax Cuts and Jobs Act, and discover new ways to customize your tax options and create compelling simulations. This course specifically highlights taxation within the eMoney financial planning platform. Cou...

Making the Most of PSD2 and Open Banking
MAKING THE MOST OF PSD2 AND OPEN BANKING
Intended to protect consumers, promote innovation, and make European payments services safer, complying with the Revised Payment Service Directive (PSD2) and Open Banking requirements can be both challenging and rewarding. Envestnet | Yodlee® and Fintech Futures have teamed up to discuss how PSD...

New York State
NEW YORK STATE'S NEW CYBERSECURITY REQUIREMENTS FOR FINANCIAL SERVICES COMPANIES (BANKS, INSURANCE COMPANIES AND INSURANCE AGENCIES) (MLC776E)
The New York State Department of Financial Services has issued new cybersecurity requirements for financial services companies – defined to include New York-chartered banks, Department of Financial Services-authorized branches of out-of-country foreign banks, and New York-licensed insurance co...

BLOCKCHAIN & CRYPTOCURRENCIES: WHAT CPAS NEED TO KNOW TO SERVICE CLIENTS
BLOCKCHAIN & CRYPTOCURRENCIES: WHAT CPAS NEED TO KNOW TO SERVICE CLIENTS
Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. Yet, few business professionals can grasp the intricacies, opportunities and challenges posed by this new technology. This course intends to give you a thorough understanding of the hi...

Planning for UCC Article 4A: eBanking, SWIFT and ACH Fraud Risk Management and Contractual Mitigation
PLANNING FOR UCC ARTICLE 4A: EBANKING, SWIFT AND ACH FRAUD RISK MANAGEMENT AND CONTRACTUAL MITIGATION
Gain a better understanding of up-to-date electronic payment rules and developments, learning from recent cases how electronic payment fraud is occurring and what the courts are saying about who is responsible, and identifying safeguards against electronic payment liability. General benefits include...

Top 10 Trends in Wholesale Banking & Payments, 2019: Accelerate and Integrate
TOP 10 TRENDS IN WHOLESALE BANKING & PAYMENTS, 2019: ACCELERATE AND INTEGRATE
Join Aite Group research director Christine Barry and her expert team for a live one-hour webinar as they identify the top 10 trends that will shape the wholesale banking and payments landscape around the globe in 2019 and beyond. Attend the webinar to: Understand the key factors driving change in t...

The Future of Adaptive Authentication in Financial Services
THE FUTURE OF ADAPTIVE AUTHENTICATION IN FINANCIAL SERVICES
The number of cyberattacks on financial institutions (FIs) cannot be overstated. In the past year, there have been more than one billion cyberattacks on financial institutions. That is three hundred times more than any other industry, such as retail, insurance, or healthcare. At an average cost of $...

Open Banking Impact on Digital Customer Acquisition
OPEN BANKING IMPACT ON DIGITAL CUSTOMER ACQUISITION
Open Banking is revolutionising the financial technology landscape worldwide. How should your digital acquisition and onboarding initiatives capitalise on the changing landscape of permissions and opportunities driven by Open Banking? In this webinar, The Open Data Institute & Avoka will present...

Blockchain and Cryptocurrency Part 2: Maximize Potential, Minimize Risk
BLOCKCHAIN AND CRYPTOCURRENCY PART 2: MAXIMIZE POTENTIAL, MINIMIZE RISK
While blockchain technology has the potential to dramatically transform businesses, it will also expose them in a way they have never encountered. To respond appropriately, it is crucial that business leaders educate themselves on the risks and rewards associated with blockchain and cryptocurrency. ...

How to Kick-start Your Digital-First Banking Transformation
HOW TO KICK-START YOUR DIGITAL-FIRST BANKING TRANSFORMATION
However, if these touchpoints are isolated from each other or from traditional channels such as call centre or branch, your customers will use them as standalone services with rather low engagement. And you’ll continue losing money on routine operations and IT maintenance of all the siloed pro...

UNCRATE THE TRADITIONAL BANK: Building the Model Bank in Today’s Digital World
UNCRATE THE TRADITIONAL BANK: BUILDING THE MODEL BANK IN TODAY’S DIGITAL WORLD
Customers have changed. And businesses are getting smarter about stealing them away. Watch this on-demand webinar to learn how building a better digital model can help your bank meet customer needs.
Internet banking, mobile apps and PFM are no longer cutting edge—they’re a checkbo...

SET YOUR FINANCIAL INSTITUTION FREE: Caging Fraud and Security Concerns
SET YOUR FINANCIAL INSTITUTION FREE: CAGING FRAUD AND SECURITY CONCERNS
What’s the scariest thing going on right now in the banking world? Attend this webinar to find out why security risks are your biggest and most unpredictable threats.Whether it’s fraud or cybersecurity—or both—the first way to protect your institution is understanding what yo...

How to Build Loan Volume with Financing of New Homes
HOW TO BUILD LOAN VOLUME WITH FINANCING OF NEW HOMES
Watch this informative webinar presented by the experts at National Mortgage News and sponsored by Finastra. Mortgage lenders looking to make up for lost volume in today's tight housing market are warming up to helping finance new home construction. Products like bridge loans and single-close mo...

Preparing for CECL 2020: Considerations for U.S. Financial Institutions
PREPARING FOR CECL 2020: CONSIDERATIONS FOR U.S. FINANCIAL INSTITUTIONS
The new CECL accounting standard takes effect January 2020. It overhauls the way potential credit losses are calculated and accounted for by U.S. financial institutions.Watch this webinar now as we discuss: What is CECL? Implications and Challenges Business Impacts How Can Banks and Credit Unions Pr...

Path to Digitalization for Financial Services
PATH TO DIGITALIZATION FOR FINANCIAL SERVICES
Collaboration and efficiency through digitalization has become increasingly important for financial services firms today. For digital business executives, four particular area of focus for 2018 include: digital experience, operations, innovation and building out of digital ecosystems

Revolutionary mode of SIP for Stock Investments
REVOLUTIONARY MODE OF SIP FOR STOCK INVESTMENTS
Understand what Quick SIP is all about  Learn how to do the 3 step Quick SIP in Stocks Explore features like auto step up (to increase SIP amount), Instant Order Placement in market hours and more Know more about recommended Stocks and ETF available under Quick SIP

Mortgage Lender Training Part 2: Mortgage Life-of-Loan: Processing, Underwriting & Notices
MORTGAGE LENDER TRAINING PART 2: MORTGAGE LIFE-OF-LOAN: PROCESSING, UNDERWRITING & NOTICES
Examiners expect compliance with the annual training requirements of the mortgage loan originator rules. Can you prove that training has been provided and that it was effective? This three-part mortgage lending training series will outline the required steps at each point of the mortgage lifecycle. ...

Stop Payment Versus Written Statement of Unauthorized Debit (WSUD): Which Is It?
STOP PAYMENT VERSUS WRITTEN STATEMENT OF UNAUTHORIZED DEBIT (WSUD): WHICH IS IT?
ACH payments are supposed to be automated. However, sometimes manual intervention is required – and it can be confusing! ACH items can be returned as stop payment or unauthorized, but which code is right and does the accountholder need to complete a Written Statement of Unauthorized Debit or a...

Real Estate Loan Collection Rules for Lenders & Mortgage Servicers
REAL ESTATE LOAN COLLECTION RULES FOR LENDERS & MORTGAGE SERVICERS
Financial institutions are subject to an overwhelming – and changing – myriad of federal laws that deal with real estate loan collections and servicing, including the Truth in Lending Act (Reg Z), the Real Estate Settlement Procedures Act (Reg X), the Fair Debt Collection Practices Act (...

Interactions Data: The New Currency in Capital Markets
INTERACTIONS DATA: THE NEW CURRENCY IN CAPITAL MARKETS
In today's market, harnessing interactions data is key. This data validates the value that sell side firms provide, and can have material benefits in respect of fewer rejections, ease of payment justification, faster invoice payments and improved cash flow.Capturing and deploying this data is st...

Economic Scenario Generation Best Practices: Overcoming Risk Neutral Modeling Challenges
ECONOMIC SCENARIO GENERATION BEST PRACTICES: OVERCOMING RISK NEUTRAL MODELING CHALLENGES
The insurance industry has utilized risk neutral models for many years to help manage market risks embedded in complex insurance products such as variable annuities (VAs). However, as the complexity of VA guaranteed living benefit riders has increased, insurers have needed to adopt more sophisticate...

Mortgage Lender Training Part 3: Mortgage Life-of-Loan: Decision-Making, Appraisals, Post-Closing Requirements
MORTGAGE LENDER TRAINING PART 3: MORTGAGE LIFE-OF-LOAN: DECISION-MAKING, APPRAISALS, POST-CLOSING REQUIREMENTS
Examiners expect compliance with the annual training requirements of the mortgage loan originator rules. Can you prove that training has been provided and that it was effective? This three-part mortgage lending training series will outline the required steps at each point of the mortgage lifecycle. ...

Commercial Appraisal Review: Income & Sales Approach
COMMERCIAL APPRAISAL REVIEW: INCOME & SALES APPROACH
Commercial appraisals are lengthier, more challenging, and exponentially more complex than residential reports. In residential appraising, the sales comparison approach is the main event. But in commercial appraising, any of three approaches can be relied upon in the final reconciliation process. Ac...

WHAT BLOCKCHAIN MEANS TO HIGHER EDUCATION
WHAT BLOCKCHAIN MEANS TO HIGHER EDUCATION
First recognized as the basis of Bitcoin and other cryptocurrencies, blockchain may change the relationship among colleges and universities, providing a globally distributed network for securely sharing resources and records, including student transcripts, degree information and other data.How might...

New Accounts Series: Opening Accounts for Nonresident Aliens
NEW ACCOUNTS SERIES: OPENING ACCOUNTS FOR NONRESIDENT ALIENS
Opening and managing accounts for nonresident aliens (NRAs) can be a daunting task. Learn how to effectively identify nonresident aliens, conduct enhanced due diligence at account opening, and appropriately monitor these accounts. You will also gain important insight into proper tax reporting of NRA...

Cash Management: How Sales, Operations & Technology Can Collaborate to Generate More Fee Income
CASH MANAGEMENT: HOW SALES, OPERATIONS & TECHNOLOGY CAN COLLABORATE TO GENERATE MORE FEE INCOME
Cash management products and services provide both. This webinar will provide an in-depth look at cash management products and services (AKA treasury management). Learn about available cash management products and services, identify the products and services your institution offers, find what you&rs...

Closing or Changing Deposit Accounts for Consumers & Businesses
CLOSING OR CHANGING DEPOSIT ACCOUNTS FOR CONSUMERS & BUSINESSES
Financial institutions routinely open accounts for consumers and businesses and the rules for providing account disclosures, account agreements, and signature cards are well established. However, the legal and compliance issues involved with closing accounts are often more complicated. Why? Because ...

ACH Specialist Series: ACH Tax Refund Exceptions, Posting & Liabilities
ACH SPECIALIST SERIES: ACH TAX REFUND EXCEPTIONS, POSTING & LIABILITIES
The federal government is one of the largest single users of the ACH network, but did you know that they don’t follow the same NACHA Operating Rules as a typical Originator? IRS tax refunds must be handled with care. The average IRS tax refund is almost $3,000 and every financial institution r...

Right of Setoff on Deposit Accounts & Loans: Legal Issues
RIGHT OF SETOFF ON DEPOSIT ACCOUNTS & LOANS: LEGAL ISSUES
Your institution has a common law right to setoff a depositor’s account for a debt owed to your institution – if certain legal requirements are satisfied. In addition, your institution may have a contractual right of setoff – depending on the terms of your deposit contracts. If a d...

ACCELERATE DIGITAL 12 Trends Reshaping Banking in 2019
ACCELERATE DIGITAL 12 TRENDS RESHAPING BANKING IN 2019
It took ten years for customers to shift from branches to digital channels. Industry estimates suggest, it will take half as much time, for fifty percent of banking transactions to move from bank-owned channels to third-party channels – thanks to open banking, which is a key trend reshaping th...

Profiting From Mobile Payments: How Do Banks Make Money From Mobile Wallets?
PROFITING FROM MOBILE PAYMENTS: HOW DO BANKS MAKE MONEY FROM MOBILE WALLETS?
In this mobile payments for banks webinar you will be provided with a snapshot of the market as it stands. This will include facts and figures about current mobile payment methods, mobile payments adoption, banker perception, smartphone penetration and the regulatory environment.

Advanced Cash Flow Analysis
ADVANCED CASH FLOW ANALYSIS
This webinar will explore multiple models of both business and personal (business owner) cash flow analyses.The session will begin with the business “traditional” EBITDA cash flow and personal cash flow of the “business owner” (using the 1040 tax return, including tax schedul...

HOW TO IMPROVE YOUR ACCOUNTS PAYABLE PROCESSES & SAVE MONEY
HOW TO IMPROVE YOUR ACCOUNTS PAYABLE PROCESSES & SAVE MONEY
Does your Accounts Payable department spend a lot of time on manual, paper-based tasks? Is the verification, approval and posting process for your purchase invoices streamlined? Is your AP department able to pay all purchase invoices on time? These are just some of the pain points caused by ineffici...

Blockchain technology & emerging opportunities
BLOCKCHAIN TECHNOLOGY & EMERGING OPPORTUNITIES
Second of the three-part on-demand webinar series on digital transformation brought to you by ISDI Digital UniversityThe webinar titled "Blockchain technology & the Emerging Business Opportunities" will throw light on - ISDI Digital University is an education entity offering a first of...

Legal and Financial Aspects of Lost Profits Damages in Commercial Litigation
LEGAL AND FINANCIAL ASPECTS OF LOST PROFITS DAMAGES IN COMMERCIAL LITIGATION
Learn how lost profits damages are calculated and how to effectively use an expert.Financial experts are typically hired to analyze and present complex financial quantifications and issues to a trier of fact. A financial expert's calculation of damages should be credible and be able to withstand...

Trends in FinTech for Muni Bonds & Community Banks
TRENDS IN FINTECH FOR MUNI BONDS & COMMUNITY BANKS
In today’s stringent regulatory environment, successfully navigating the ever-changing landscape of compliance obligations is a daunting task imposed on previously monotonous corners of the market. Along with Dodd-Frank came increased requirements for investing in municipal securities as ratin...

Canadian Banks Navigating Consumer Credit Risks, New TLAC Rules
CANADIAN BANKS NAVIGATING CONSUMER CREDIT RISKS, NEW TLAC RULES
Consumer credit trends and mortgage risks remain benign despite looming risks of elevated consumer debt and higher interest rates. However, Canada's banks are well capitalized in the face of rising uncertainty. We'll look at banks’ wholesale funding trends and what to expect from imple...

Everything You Need to Know About High Yield Bonds in Today
EVERYTHING YOU NEED TO KNOW ABOUT HIGH YIELD BONDS IN TODAY'S MARKET
In a changing fixed-income market environment, investors have to carefully balance yield generation with rising interest rates that are likely to result in slower economic growth, and perhaps even a recession. Some have looked into the high-yield, debt market as a means to generate attractive income...

Unbenched: How Alternative Data is Changing the Game for Fintechs & Other Financial Institutions
UNBENCHED: HOW ALTERNATIVE DATA IS CHANGING THE GAME FOR FINTECHS & OTHER FINANCIAL INSTITUTIONS
One in five Americans have little or no credit histories, but that doesn’t mean they aren’t creditworthy. Experian partnered with Aite Group to take an in-depth look into how FinTechs and Financial Institutions are using alternative data across the lending lifecycle. Which types of alter...

Accounting Basics/Refresher for Bankers
ACCOUNTING BASICS/REFRESHER FOR BANKERS
This webinar will provide the banker with the “basics/ refresher” of accounting. The training session will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.The session will also cov...

Why open source is a critical ingredient for open banking
WHY OPEN SOURCE IS A CRITICAL INGREDIENT FOR OPEN BANKING
Net new revenue can only come from net new offerings. Expanding the landscape by embedding services into daily activities brings financial transactions into context for customers. Where innovation in open source is leading the way. Why safety and trust will become more critical than ever. How open p...

Bull or Bear: How to Prepare 2019 Portfolios for Both
BULL OR BEAR: HOW TO PREPARE 2019 PORTFOLIOS FOR BOTH
Where has the time gone? As the end of the year quickly approaches, investors should be taking a hard look at their investment portfolios and preparing for 2019. In this upcoming webcast, IndexIQ and ETF Trends will review 2018 and recent trends to better help advisors outline potential market risks...

The Outlook for Crypto in 2019 (And What Financial Advisors Are Doing About It)
THE OUTLOOK FOR CRYPTO IN 2019 (AND WHAT FINANCIAL ADVISORS ARE DOING ABOUT IT)
Blockchain, bitcoin and other cryptoassets suffered a difficult 2018, with some assets down 80% or more. But as 2019 approaches, and firms like Fidelity and the NYSE’s parent company launch major crypto platforms, could the tide be turning?In this upcoming webcast, Bitwise Asset Management and...

Payroll Compliance Update: New Laws and Required Changes in 2019
PAYROLL COMPLIANCE UPDATE: NEW LAWS AND REQUIRED CHANGES IN 2019
The requirements of the Fair Labor Standards Act are complex. Employers often misunderstand how the FLSA is applied, and the rules for determining overtime pay. Misunderstandings about these critical concepts can expose an employer to millions of dollars in back pay claims. This material will explai...

Captive Insurance Taxation and Accounting Issues
CAPTIVE INSURANCE TAXATION AND ACCOUNTING ISSUES
There are currently over three thousand United States domiciled captive insurance companies, which provide a broad range of direct insurance coverage and reinsurance coverage to a wide variety of United States based businesses including Fortune 500 publicly traded companies, trade association sponso...

How to plan an efficient market trade
HOW TO PLAN AN EFFICIENT MARKET TRADE
A market entry must respond to a specific price whether to buy or sell, from there the analysis is done over the exit price and the conditional price or expiration of the order. An efficient entry must meet the criteria of profitability and risk simultaneously. The technique in which you enter the m...

From the High Street to Cryptocurrency:Digital ID Verification for On-boarding and Compliance
FROM THE HIGH STREET TO CRYPTOCURRENCY:DIGITAL ID VERIFICATION FOR ON-BOARDING AND COMPLIANCE
Join this webinar as John Devlin, Founder and Lead Analyst of P.A.ID Strategies, FinTech Futures and Mitek explore where financial institutions currently stand in their account opening efforts, as well as how digital identity verification can help bridge the gaps between compliance, security and use...

Buying & Selling Cryptocurrency in Canada
BUYING & SELLING CRYPTOCURRENCY IN CANADA
With recent gains in the cryptocurrency space, people are starting to get interested in this asset as an investment.  A lot of people reached out with questions about bitcoin. How do I go about acquiring bitcoin or any other cryptocurrency? The process of going about getting cryptocurrency can ...

Cryptocurrency & ICO Compliance: How to Detect and Manage Conflicts of Interest
CRYPTOCURRENCY & ICO COMPLIANCE: HOW TO DETECT AND MANAGE CONFLICTS OF INTEREST
Do your cryptocurrency policies protect from Insider Trading? As trading in virtual currencies moves to mainstream, are your compliance policies keeping up? Join Elin Cherry, Compliance Executive and CEO of Elinphant and MCO for a discussion on how to: Understand basics of Cryptocurrency regulation,...

How Bank Digitization is Driving New Trends in Large Corporate Banking
HOW BANK DIGITIZATION IS DRIVING NEW TRENDS IN LARGE CORPORATE BANKING
Key challenges and priorities from Treasurers, and how they see the impact(s) of cash repatriation .Where banks are with their digitization process to make it easier for corporates in banking, cash management and trade finance. How to have a discussion with important bank providers about service lev...

Dynamics and Implications of Next-Gen Banking
DYNAMICS AND IMPLICATIONS OF NEXT-GEN BANKING
Banks across the globe are investing heavily in innovative technologies such as AI, blockchain and RPA to drive operational efficiencies and improve customer experience. Banks also are partnering with Fin-Tech and Reg-Tech firms to make sure they can get ahead of the competition. In this session, Ow...

Using the Economics Calendar to Make Profitable Forex Trades
USING THE ECONOMICS CALENDAR TO MAKE PROFITABLE FOREX TRADES
A smart trader can easily use the economics calendar to predict successful moves in the market. Join our webinar and learn how to trade in the forex market and how to easily apply the economics calendar to make great trading decisions. In this class we will show you a quick easy method to build a tr...

What Are the Most Accurate Forex Indicator & How to Use Them?
WHAT ARE THE MOST ACCURATE FOREX INDICATOR & HOW TO USE THEM?
Identifying and applying the best indicator combinations in Forex is not only simple and effective but they also serve various purposes. In today’s webinar we will discuss which indicator and indicator tool combinations are in my opinion the best in the field of Forex trading. In this class we...

How to Earn Profit Investing & Trading Cryptocurrencies (Bitcoin, Ripple & Ethereum)
HOW TO EARN PROFIT INVESTING & TRADING CRYPTOCURRENCIES (BITCOIN, RIPPLE & ETHEREUM)
Cryptocurrency trading can be extremely profitable for professionals or beginners. The market is new, highly fragmented with huge spreads. Arbitrage and margin trading are widely available. Therefore, many people can make money trading altcoins. You can also trade CFDs and the new ETF’s. Digit...

Intelligent Investigations Transform Financial Crime Management
INTELLIGENT INVESTIGATIONS TRANSFORM FINANCIAL CRIME MANAGEMENT
Join our April 24 webinar, Intelligent Investigations Transform Financial Crime Management, to hear how firms are addressing rising transaction volumes, sophisticated financial crimes and more alerts with intelligent automation. The one hour session will include industry stats, best practices and pr...

Guard Against Fraud and Financial Crime with NICE Actimize & AWS
GUARD AGAINST FRAUD AND FINANCIAL CRIME WITH NICE ACTIMIZE & AWS
Learn why financial institutions, investors, and consumers worldwide rely on NICE Actimize solutions on AWS to protect their assets. Actimize technology quickly identifies anomalous behavior enabling real-time, cross-channel fraud, anti-money laundering, bribery, corruption, and trading surveillance...

WordPress for Finance - Enabling Digital Transformation
WORDPRESS FOR FINANCE - ENABLING DIGITAL TRANSFORMATION
Watch this recorded webinar where we take a deep dive into how Kurtosys has created an optimised framework of industry-specific modules and secure controls for financial services marketers, using the world's most popular CMS, WordPress. Presented by Rich Watts, Head of Online Delivery at Kurtosy...

The Future of Marketing in Financial Services
THE FUTURE OF MARKETING IN FINANCIAL SERVICES
In a world where technology is permeating every part of our lives, it’s more important than ever that financial firms embrace the changes and use them to enhance customer relationships. Firms that adapt will win.Digital and marketing trends in the financial industry are dramatically changing t...

US and Emerging Markets Credit Strategy Outlook
US AND EMERGING MARKETS CREDIT STRATEGY OUTLOOK
After a choppy 2018 that has seen struggling performance across most spread product, what does 2019 have in store for US and Emerging Market credit? What are the biggest risks, and where might we get some upside surprises?Join Bloomberg Intelligence Noel Hebert, Director of Credit Research, and Dami...

Cellular Compliance and Security in Capital Markets
CELLULAR COMPLIANCE AND SECURITY IN CAPITAL MARKETS
Join Aite Group senior analyst Danielle Tierney for a live webinar as she discusses compliance and security issues concerning cellular devices, including several high-profile insider trading cases that involved the use of cellular devices in the workplace. How regulations affect your compliance poli...

Facing a Digital Future: Addressing Four Urgent Insurance Threats
FACING A DIGITAL FUTURE: ADDRESSING FOUR URGENT INSURANCE THREATS
From new forms of risk and emerging InsurTechs, to unbalanced portfolios and ever-changing customer expectations, it may seem we’ve entered a whole new world for insurance carriers. While threatening on its surface, this new digital environment also presents a tremendous opportunity.  Inn...

How much is financial wellness worth to consumers?
HOW MUCH IS FINANCIAL WELLNESS WORTH TO CONSUMERS?
Research shows the value of using artificial intelligence to create an engaging, interactive experience and how it helps consumers take control of their financial health via personal financial wellness tools, for which they are willing to pay. But how do you go beyond managing banking transactions a...

What’s next for top-tier banks and financial messaging?
WHAT’S NEXT FOR TOP-TIER BANKS AND FINANCIAL MESSAGING?
WIFT remains a mission critical channel for all financial institutions. But the cost and complexity of operating SWIFT for top-tier banks has increased substantially since the introduction of SWIFT’s CSP programme. As payments and connectivity become increasingly commoditised for all financial...

Opportunity Zones Under Tax Reform
OPPORTUNITY ZONES UNDER TAX REFORM
The Tax Cuts and Jobs Act of 2017 (the 'Act') made significant changes to U.S. federal tax law. One of these changes was the establishment of a new tax regime relating to qualified opportunity zones ('Opportunity Zones') under Sections 1400Z-1 and 1400Z-2 of the Internal Revenue Code...

Fundamental Banking of the Medical, Legal and Accounting Professional
FUNDAMENTAL BANKING OF THE MEDICAL, LEGAL AND ACCOUNTING PROFESSIONAL
The topic will address the three most important issues in providing bank products and services to these professionals including marketing to the practice, financing the practice, and managing the relationship. The marketing section will cover 'targeting' the bank's products/services to f...

Better Banking Live: Modernizing Lending for Today’s Customer
BETTER BANKING LIVE: MODERNIZING LENDING FOR TODAY’S CUSTOMER
In the midst of the digital revolution your customers are behaving in new ways. They require faster, simpler and more interactive financial guidance. Join us for an in-depth look at how you can successfully digitize your process for better banking that’s available anytime, anywhere. Learn how ...

Banking Cores and Clouds in Asia Pacific: understanding Banks Use of Cloud Computing
BANKING CORES AND CLOUDS IN ASIA PACIFIC: UNDERSTANDING BANKS USE OF CLOUD COMPUTING
The banking sector has been amongst the slowest industries to migrate core processing to the cloud. This transition can lead to many key benefits including agility and innovation. With regulators increasingly recognizing the positive and economic benefits and impact of using cloud technology to digi...

Ins and Outs of Integrating Banks and NetSuite
INS AND OUTS OF INTEGRATING BANKS AND NETSUITE
One of the keys to streamlined financial processes is automating the processing of bank receipts and payments in NetSuite. Companies that process a large number of check payments or vendor payments can spend hours in manually processing payment files, matching invoices, uploading files, reconciling ...

New Age data Architectures for Banks and Financial Institutions – Business first!
NEW AGE DATA ARCHITECTURES FOR BANKS AND FINANCIAL INSTITUTIONS – BUSINESS FIRST!
Organizations, over the years, have been dealing with various data management challenges. They have been struggling to build a strong and secure data foundation to run their work processes smoothly. Keeping these issues in mind, we are excited to introduce you to a platform that reduces data managem...

Effective Financial Crime and Compliance: How Successful Banks Are Addressing this Complex Issue?
EFFECTIVE FINANCIAL CRIME AND COMPLIANCE: HOW SUCCESSFUL BANKS ARE ADDRESSING THIS COMPLEX ISSUE?
With the increased complexity of financial crimes and growing regulatory pressures, banks & financial institutions today face higher risks of not only actions but also incurring trust deficit in the eyes of customers. Pace of regulatory changes and severe penalties from the regulators have resul...

Revolutionizing Insurance: Customer Experience in an Age of Predictive Analytics
REVOLUTIONIZING INSURANCE: CUSTOMER EXPERIENCE IN AN AGE OF PREDICTIVE ANALYTICS
Today’s customer demands increasingly more efficient, personalized customer service that mirrors their experience with digital-native businesses like Amazon or Uber. At the same time, competition between insurers is increasing. Well-funded Insurtech start-ups are not only offering new products...

Optimize Your Bank’s Technology to Meet the Demands of Your Customer
OPTIMIZE YOUR BANK’S TECHNOLOGY TO MEET THE DEMANDS OF YOUR CUSTOMER
In this on-demand webinar, learn how to rethink your banking technology strategies with industry experts from Pega and CEB.Today’s banking customers are more empowered and informed than ever before. In order for your global retail or commercial bank to meet the needs and preferences of your cl...

Customer Centric Banking: Insightful Engagement Every Time
CUSTOMER CENTRIC BANKING: INSIGHTFUL ENGAGEMENT EVERY TIME
With the explosion of new digital sources of information, it has become difficult to attract the attention of increasingly digitally-oriented customers. At the same time, customer of all ages are still using live channels, and in some cases even prefer live channels; 42% of consumers prefer to recei...

Future of Insurance: Connecting Customers to Outcomes
FUTURE OF INSURANCE: CONNECTING CUSTOMERS TO OUTCOMES
We look at some of the well-intentioned mistakes organisations make when embarking on a digital transformation. Hear our perspectives on: The traps of chasing digital transformation in a world of digital chaos. How insurance companies can future proof their business one journey at a time. Why connec...

How AI Refocuses Your Bank on the Customer
HOW AI REFOCUSES YOUR BANK ON THE CUSTOMER
From SIRI to self-driving cars, artificial intelligence (AI) is progressing rapidly. This is no different within the financial services space. Why? Because AI enables a new way to engage a new way of doing business that’s smarter, better. While banks are well-aware of AI, many are unclear abou...

AI and the Value of Personalized Banking
AI AND THE VALUE OF PERSONALIZED BANKING
Customer expectations are higher than ever. Customers want an understanding of their unique situation and, in turn, expect relevant offers, accessibility, responsiveness, and readiness. To effectively build personalized 1:1 relationships with customers, banks can use their existing data to create pr...

Bitcoin, Cryptocurrencies and Blockchain 101: What Every Bank and CU Needs to Know
BITCOIN, CRYPTOCURRENCIES AND BLOCKCHAIN 101: WHAT EVERY BANK AND CU NEEDS TO KNOW
This FinTech webinar will present the fundamental workings of virtual currencies with an emphasis on Bitcoin and the current state of the regulatory front.  We will get your thinking caps energized as to how treasury professionals and bankers might approach virtual currencies and some thoughts ...

What All Banks Should Know
WHAT ALL BANKS SHOULD KNOW
How can financial institutions protect and control their keys in today's increasingly complex, open and interconnected IT scene? Data and interconnectedness is growing in today’s digital landscape providing new opportunities for banks and their clients. Yet even with superior security, fin...

Blockchain: Going Beyond Trading for Financial Services
BLOCKCHAIN: GOING BEYOND TRADING FOR FINANCIAL SERVICES
Blockchain in Financial Services is receiving a lot of attention, especially for synchronizing financial agreements between institutions. But how can blockchain be used outside of this context? Can it apply to use cases such as identity, fraud, and AML?Watch this short webinar to hear how blockchain...

IT incident response in financial services
IT INCIDENT RESPONSE IN FINANCIAL SERVICES
In today’s high demand for digital banking with the explosion of fintech, IT has no choice but deliver first class quality services and of course they need to quickly restore them when they fail. But how can IT respond to this new pressure? Everbridge and FinTech Futures have surveyed the indu...

How ready is your data center for Banking & Financial Services 4.0?
HOW READY IS YOUR DATA CENTER FOR BANKING & FINANCIAL SERVICES 4.0?
Disruptive FinTech innovators are mounting increasing challenges to the established order in Financial Services. To compete with their agile business models, unencumbered by legacy network infrastructure, established players need to invest to support effective digital transformation. This webinar is...

Cryptocurrencies and the rise of blockchain
CRYPTOCURRENCIES AND THE RISE OF BLOCKCHAIN
Registration is now closed, please complete the form on the right to receive the recording on exclusive digitalization of investment banking webinar. In this webinar Sam Chadwick, Director of strategy in innovation and blockchain at Refinitiv, and James Giancotti, CEO, Oddup will be discussing crypt...

How to harness technology to make the most of open banking opportunities
HOW TO HARNESS TECHNOLOGY TO MAKE THE MOST OF OPEN BANKING OPPORTUNITIES
Open banking and PSD2 are set to change the way consumers manage their finances and represents a fundamental shift in the banking industry. For the first time, authorised third party providers will have access to customer accounts and the information around those - in short, the information that ban...

How to Establish Open Banking Step by Step and Be PSD2 Compliant?
HOW TO ESTABLISH OPEN BANKING STEP BY STEP AND BE PSD2 COMPLIANT?
As the year is coming to a close, many wonders how to get a fast track to PSD2 compliance and full digital transformation. Yet, sometimes, killing two birds with one stone can’t be realistic, and, what’s more, can be exhaustive and lead to serious errors. Under the pressure originating f...

Open Banking and the challenges to implementation
OPEN BANKING AND THE CHALLENGES TO IMPLEMENTATION
The effect of Open Banking is to improve customers’ choice of financial services providers. It is a major source of innovation across the banking industry and forces banks to look at the services they offer. To be more competitive through the use of API networks, partnerships and improve their...

Loan Participations for Community Banks: Risks & Rewards
LOAN PARTICIPATIONS FOR COMMUNITY BANKS: RISKS & REWARDS
This program covers the risks and rewards of loan participations to both the lead bank and the purchasing bank. Attendees will gain a thorough understanding of Participation Agreements. A participant's checklist for a well-drafted Participation Agreement will be reviewed, and administration of t...

Biggest Advantage Community Financial Institutions Don’t Realize They Have
BIGGEST ADVANTAGE COMMUNITY FINANCIAL INSTITUTIONS DON’T REALIZE THEY HAVE
66% of lenders agree that the biggest challenge to portfolio profitability and growth is data collection and management. 30% of regulatory enforcement are due to data related credit administration problems. This community banking webinar will discuss the benefits banks can yield from proper data col...

AI and automation in financial services: What does the future hold?
AI AND AUTOMATION IN FINANCIAL SERVICES: WHAT DOES THE FUTURE HOLD?
Advances in artificial intelligence (AI) and automation will soon affect nearly every function of the financial system. Where will the impacts be felt most, and what ripple effects could they have? We'll discuss. Implications of AI and automation in financial services, both near and long term. H...

Robotic Process Automation in Banking and Financial Services A key enabler of digital transformation
ROBOTIC PROCESS AUTOMATION IN BANKING AND FINANCIAL SERVICES A KEY ENABLER OF DIGITAL TRANSFORMATION
There are many disruptive technologies such as Blockchain, Internet of Things (IoT), and Artificial Intelligence (AI) to select from when you choose how to invest in the digital transformation of your company. It can be so overwhelming that it is difficult to know where to start. Robotic Process Aut...

Cybersecurity as a Business Enabler for Banks
CYBERSECURITY AS A BUSINESS ENABLER FOR BANKS
This webinar will provide an overview of the cybersecurity environment banks face. It will discuss the actions banks can take to build more robust cybersecurity programs that enhance their resilience, educate consumers, and enable a more efficient and customer-friendly experience. The webinar will d...

Artificial Intelligence in Banking
ARTIFICIAL INTELLIGENCE IN BANKING
The rise of the robots is driving continued change across traditional banking processes and customer expectations. Watch our debate between experts at SAS, Barclays, Starling, and Monzo Bank to discover how they’re combining AI with embedded processes to help customers make the most of their f...

AI Propels Financial Institutions into a New Era of Customer Engagement
AI PROPELS FINANCIAL INSTITUTIONS INTO A NEW ERA OF CUSTOMER ENGAGEMENT
The customer is now back high on the agenda in Asia/Pacific financial institutions. With the right technologies in place, organisations will be in a better position to plan customer engagement to suit the demands of customers – changed by the new world of financial services. In a recent IDC Fu...

Artificial Intelligence in Banking: Where to Start?
ARTIFICIAL INTELLIGENCE IN BANKING: WHERE TO START?
Artificial Intelligence takes many forms in banking, but most firms have yet to begin implementing the technology. Learn where AI can add value to your bank and which specific technologies you should evaluate first. Artificial Intelligence (AI) is extraordinarily popular when judged by today’s...

Blockchain in Action in Corporate Banking
BLOCKCHAIN IN ACTION IN CORPORATE BANKING
Blockchain in corporate banking is moving from experiment to live transactions, proving value and feasibility but not yet demonstrating viability (e.g., scale). Celent showcases 12 contenders in payments, trade finance, and syndicated loans. Early movers have gone from proofs of concept to pilots an...

THE BENEFITS OF SETTING UP AN IN-HOUSE BANK
THE BENEFITS OF SETTING UP AN IN-HOUSE BANK
Are you looking for concrete tools to help you manage cash and working capital efficiently, increase visibility and reduce risk? Register to join this demo and we will show you how you can centralize and automate your financial processes by setting up an in-house bank. We will walk you through the p...

Advisors Ask: How Blockchain Technology is Reshaping the Financial Services Industry
ADVISORS ASK: HOW BLOCKCHAIN TECHNOLOGY IS RESHAPING THE FINANCIAL SERVICES INDUSTRY
Blockchain is the technology behind bitcoin and other cryptocurrencies, it is a digital distributed ledger in which transactions are recorded chronologically and publically. I am excited to have hosted this webinar with our guest speaker Anil Patel who builds and manages digital asset portfolios. An...

Digital Transformation: Why is it a strategic issue for banks?
DIGITAL TRANSFORMATION: WHY IS IT A STRATEGIC ISSUE FOR BANKS?
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 ...

AI: The key to creating a next-gen banking experience
AI: THE KEY TO CREATING A NEXT-GEN BANKING EXPERIENCE
AI apps are shaping up to be an essential part of financial institution and fintech offerings. Yet these innovative solutions are only as useful as the data they can access. In our webinar, we’ll show you how to apply predictive analytics and AI to a massive scale of data to derive valuable in...

2018 State of Digital Sales in Banking
2018 STATE OF DIGITAL SALES IN BANKING
Watch this webinar with Avoka and Accenture to learn trends in digital sales in banking. Hear results from a research study that evaluated the quality and quantity of digital customer acquisition readiness for 50 of the largest banks globally. This year shows big changes in year over year North Amer...

How Banks can Win New Small Business Customers
HOW BANKS CAN WIN NEW SMALL BUSINESS CUSTOMERS
Metro Bank to understand SME banking frustrations. Understanding the behaviour and challenges of your business customers is the recipe to providing successful banking services, and to winning new business customers. Business customers expect bank services to be multi-channel and automated, together ...

Banking on Success? Target America’s Affluencers
BANKING ON SUCCESS? TARGET AMERICA’S AFFLUENCERS
Understanding affluent influencers Affluencers is critical for all businesses, particularly those in categories experiencing technological change and disruption. Deeply engaged in the categories they influence, Affluencers are the researchers and early adopters who road test new technologies and sha...

Top 10 Trends in Retail Banking & Payments, 2018: Accelerating Evolution
TOP 10 TRENDS IN RETAIL BANKING & PAYMENTS, 2018: ACCELERATING EVOLUTION
Join Aite Group research director Julie Conroy and her expert team for a one-hour webinar as they identify the top 10 trends that will shape the retail banking and payments landscape around the globe in 2018 and beyond. Understand how artificial intelligence-based technologies, such as machine learn...

Blockchain Trends & Applications
BLOCKCHAIN TRENDS & APPLICATIONS
Blockchain technology and digital currencies are changing the Fintech landscape and beyond. Join us for this pre-recorded webinar and find out what the future holds. We’ll cover emerging trends, the most active VCs, and how corporates are thinking about blockchain, and more. The Crowded Fintec...

Blockchain technology for your finance function
BLOCKCHAIN TECHNOLOGY FOR YOUR FINANCE FUNCTION
Blockchain-based technology is revolutionizing business practices as we know them. The finance function is no exception. Watch this recorded webcast to learn more about what blockchain is and how it may transform areas from accounting and financial reporting to improving decision-making across the b...

Is in-house banking the right solution for you?
IS IN-HOUSE BANKING THE RIGHT SOLUTION FOR YOU?
Is establishing an in-house bank the next step in centralizing your cash management and treasury operations? It is not the right solution for everyone but if it is a good fit for your organization, the benefits to be gained are considerable. Watch this webinar to learn more about in-house banking an...

Blockchain and Cryptocurrency: Maximize Potential, Minimize Risk
BLOCKCHAIN AND CRYPTOCURRENCY: MAXIMIZE POTENTIAL, MINIMIZE RISK
While blockchain technology has the potential to dramatically transform businesses, it will also expose them in a way they have never encountered. To respond appropriately, it is crucial that business leaders educate themselves on the risks and rewards associated with blockchain and cryptocurrency.

Understanding Blockchain Technology Risks and Insurance Coverage Issues
UNDERSTANDING BLOCKCHAIN TECHNOLOGY RISKS AND INSURANCE COVERAGE ISSUES
In this practical webinar, you will learn about risks that can be associated with blockchain use, including for companies directly using blockchain and those transacting business with companies that use blockchain technology. Among other things, you will learn what steps can be taken to lessen or av...

The digital transformation of finance departments is finally within reach
THE DIGITAL TRANSFORMATION OF FINANCE DEPARTMENTS IS FINALLY WITHIN REACH
Robots are not about to take over finance and accounting, but a set of emerging technologies will enable any department to finally redefine itself as a forward-looking strategic partner to the rest of the company. This webinar, aimed at finance and accounting professionals, presents a concise assess...

Blockchain Technology - The Tax Implications & Opportunities
BLOCKCHAIN TECHNOLOGY - THE TAX IMPLICATIONS & OPPORTUNITIES
The value of Bitcoin keeps making headlines (for good and bad) - and with it, come flurries of stories on tax problems. But there's more to blockchain technology than just Bitcoin, and it could have substantial tax implications - but probably not in the way that you think. This webinar will look...

Insurance 2025: The Evolution of the Bots
INSURANCE 2025: THE EVOLUTION OF THE BOTS
Customer experience and claims in the age of virtual assistants and chatbots.The evolution of the bot: what capabilities and opportunities will AI create?Where will the main use-cases for chatbots and virtual assistants lie?The impact of chatbots and virtual assistants on the customer interface.Desi...

The Fourth Industrial Revolution in Insurance
THE FOURTH INDUSTRIAL REVOLUTION IN INSURANCE
The insurance industry stands on the precipice of change, with waves of innovation and disruption unlocking new algorithmic possibilities across all areas of the business including pricing underwriting, claims and fraud. This webinar is perfect for anyone running a department, who wants to understan...

Insurers, AML and the Fight against Financial Crime
INSURERS, AML AND THE FIGHT AGAINST FINANCIAL CRIME
Join CSI and guest Forrester for an in-depth look at the current anti-money laundering (AML) landscape and how insurance companies can mitigate risk and reduce financial fraud. Anti-money laundering (AML) programs are becoming more demanding and increasingly complex, especially for insurance compani...

Uncrate the Traditional bank  Building the Model Bank in Today’s Digital World
UNCRATE THE TRADITIONAL BANK BUILDING THE MODEL BANK IN TODAY’S DIGITAL WORLD
Customers have changed. And businesses are getting smarter about stealing them away. Watch this on-demand webinar to learn how building a better digital model can help your bank meet customer needs. Internet banking, mobile apps and PFM are no longer cutting edge they’re a checkbox on a list o...

Crypto Conflagration and Securing the Cryptocurrency Ecosystem
CRYPTO CONFLAGRATION AND SECURING THE CRYPTOCURRENCY ECOSYSTEM
Not only do cryptocurrencies rely on blockchain for their security, but they also rely on an ecosystem of software that runs exchanges, wallets, smart contracts and more. This software ecosystem, as well as the infrastructure on which it runs are required to be secure. Whether you are a builder, inv...

Blockchain, AI/ML and Containers The impact on Financial Services
BLOCKCHAIN, AI/ML AND CONTAINERS THE IMPACT ON FINANCIAL SERVICES
Huge technological breakthroughs have been made over the past few years, with the rise of Artificial Intelligence, Blockchain, containers, Kubernetes all becoming ‘must-have’ technologies. There’s increasing pressure on financial services to change and roll out, but how do they sta...

Financial Services Optimizing L&D for a Changing Industry
FINANCIAL SERVICES OPTIMIZING L&D FOR A CHANGING INDUSTRY
With changing technology, shifting regulations, increasing globalization and a fast-evolving workforce, financial services companies recognize the need for better training programs to come out ahead. But with 15% to 20% operational cost savings needed to restore bank economic viability, the pressure...

Banking in the Age of FINTECH
BANKING IN THE AGE OF FINTECH
Banking is facing a revolution of consumer demand and expectations that is disrupting traditional industry structures. In the decade since the emergence of the smartphone, a whole generation of Fintechs, armed with speed, data and a great customer experience (CX) have risen to change how consumers t...

Is Blockchain Right for Banking?
IS BLOCKCHAIN RIGHT FOR BANKING?
Cryptocurrencies, Blockchain and Distributed Ledger Technologies continue to dominate the headlines of banking industry articles and have even become household terms.  Will it really transform the banking industry? How do you separate the hype from the reality?  This webinar will provide y...

5 CRITICAL COMPONENTS OF BLOCKCHAIN APPLICATIONS
5 CRITICAL COMPONENTS OF BLOCKCHAIN APPLICATIONS
Blockchain technology is poised to revolutionize the way the world’s legal and economic systems operate. Through decentralization, new cryptography paradigms, and elimination of intermediaries in fields like banking, brokerage, and contract law, apps built on a blockchain foundation offer a mo...

Procurement In The Age of Cloud, AI and Blockchain
PROCUREMENT IN THE AGE OF CLOUD, AI AND BLOCKCHAIN
In the last few years, a lot of emphasis has been placed on the procurement function as being strategically important to the business. It drives value, generates massive savings opportunity, and increases the overall operational efficiency. With cloud technology changing at a rapid pace and procurem...

Blockchain and Fraud Prevention in Financial Services
BLOCKCHAIN AND FRAUD PREVENTION IN FINANCIAL SERVICES
Blockchain technology is one of the most popular topics in both the business and technology industries. Tune in to free talks and panel sessions where leading experts from companies like Ethereum, Revolut, Ripple, IBM discuss the biggest trends and changes in the industry. Erik Wilgenh of Plante, Ch...

Getting Prepared for Blockchain
GETTING PREPARED FOR BLOCKCHAIN
Blockchain is a new technology and despite an increasing interest in the technology and its applications, its specifics remain largely unknown to most of the world. The demand for Blockchain Engineers has grown 700% from January 2017 to January 2018. Blockchain is disrupting the Banking, Finance, He...

Blockchain-The Possible And The Probable
BLOCKCHAIN-THE POSSIBLE AND THE PROBABLE
Join our fintech analysts on June 14th as they dive into the data, revealing the latest trends and insights on financial institutions' engagement with blockchain. The topics to be discussed include. The basics of blockchain financial institutions that are using and investing in blockchain. The m...

The Future of Blockchain Based KYC Utilities
THE FUTURE OF BLOCKCHAIN BASED KYC UTILITIES
This webinar features experts from the financial services industry, as well as technologists and KYC utilities and will explore the following issues. The specific technology and operational benefits that KYC utilities offer capital markets firms. The lessons learned from the initial foray into KYC u...

Democratization of blockchain in financial services
DEMOCRATIZATION OF BLOCKCHAIN IN FINANCIAL SERVICES
The mainstreaming of blockchain has been slower than expected, but more financial organizations are looking at it to help improve process scalability, security, and efficiencies. Given the prevailing consensus around the benefits of blockchain, are more use cases likely to go live at scale? We'l...

Open Banking Opening the Door
OPEN BANKING OPENING THE DOOR
The reality is that financial services today is no longer a simple relationship between consumers and their financial institution. Now, it’s a growing ecosystem that includes telecoms and fintechs and other non-traditional banking organizations that are looking to expand their relationships wi...

AI as an Innovative Disruptor in Banking
AI AS AN INNOVATIVE DISRUPTOR IN BANKING
Artificial intelligence innovations and capabilities are becoming more and more mainstream and the financial services industry is taking advantage of the transformational benefits. AI can enable businesses to change the way they do things, becoming more efficient, innovative, and operating more smoo...

CRM and Digital Banking: Two Sides of the Same Coin
CRM AND DIGITAL BANKING: TWO SIDES OF THE SAME COIN
Today’s leading banks view CRM and digital banking as one, connected strategy to drive stronger customer relationships. Both pieces are key to fueling seamless, personalized experiences that put customers at the center of every engagement. Watch this on-demand webinar to learn how to. Create a...

What will banking look like in 2025?
WHAT WILL BANKING LOOK LIKE IN 2025?
People want a seamless customer experience and smart digital platforms. Digital banking providers, however, are struggling to complete. Legacy systems are delaying digital transformations for 77% of financial institutions, and stopping half of them. Agility and streamlined systems are crucial to del...

Changing Finance: Game-Changing Applications of the Blockchain
CHANGING FINANCE: GAME-CHANGING APPLICATIONS OF THE BLOCKCHAIN
We’ve all heard hundreds of blockchain pitches and use cases, yet there seems to be little to show for it. Why is that so? There are many reasons, including the industry’s infancy, the lack of standards and scalability and the obsession with “retrofitting” applications that c...

Digital Currencies: The Evolution of Currency from Gold to Fiat to Crypto
DIGITAL CURRENCIES: THE EVOLUTION OF CURRENCY FROM GOLD TO FIAT TO CRYPTO
Currency has been many things over the ages. First, it was barley, salt and cattle. It then became metal, mostly gold and silver. Representational currency came next, where pieces of paper represented holdings in gold or silver. Then fiat became the norm, where the currency's value was supported...

The Teslification of Banking: The Role of Ethical AI in Sustainable Finance
THE TESLIFICATION OF BANKING: THE ROLE OF ETHICAL AI IN SUSTAINABLE FINANCE
Artificial Intelligence has a huge role to play in banking, no more so than in sustainable finance. However, data is very patchy and much source data is not available to inform Sustainable Finance. The challenge as we set off on this new journey is to make sure that the data and algorithms used are ...

Open Banking: Designing & delivering services that work in an Open Future
OPEN BANKING: DESIGNING & DELIVERING SERVICES THAT WORK IN AN OPEN FUTURE
It will stretch and stress banks’ brands resulting in both the potential for significantly increased reach, and reputational enhancement and risk. It will change and complicate how banks talk to consumers and SMEs whether direct, intermediated, invisible, or all three simultaneously.
Th...

Learn how Customer Intelligence Management
is helping banks & insurers
LEARN HOW CUSTOMER INTELLIGENCE MANAGEMENT IS HELPING BANKS & INSURERS
In a rapidly changing competitive landscape, banks and insurers are embarking on digital transformations where customer experience is instrumental to success. Leaders are leveraging big data and analytics to build intelligent Customer 360s that help address key use cases at every step of the custome...

The Reality of Collaborative Banking
THE REALITY OF COLLABORATIVE BANKING
Platform companies are taking over, and changing the way companies do business. And with Open Banking now on the horizon, banks cannot afford to sit back and not seize the opportunities available from collaboration. Forecasting the impact of increased collaboration in banking What are the partnershi...

Customer onboarding and Origination for Temenos Digital Banking Solution
CUSTOMER ONBOARDING AND ORIGINATION FOR TEMENOS DIGITAL BANKING SOLUTION
Customer onboarding and origination is the most important engagement for banks. Tech savvy customers tend to open bank accounts from any device. Aspire’s Customer Onboarding Plug n Play built for Temenos Digital Banking Channel users curbs attrition rates and reduces average onboarding time.

The Future of Banking Data, Big Tech, and Open Banking
THE FUTURE OF BANKING DATA, BIG TECH, AND OPEN BANKING
With Big Tech and e-commerce players like Amazon and Alibaba moving into the Financial Services space, the future of banking has become more and more exciting, but perhaps, challenging as well. The data revolution privacy, data management, and optimising the customer experience. The effects of new r...

Emerging Trends in Financial Services: IoT, AI, and Blockchain
EMERGING TRENDS IN FINANCIAL SERVICES: IOT, AI, AND BLOCKCHAIN
The world of money is constantly changing. Artificial intelligence and the Internet of Things have helped us extract more value from data and utilise it to provide a better service for customers. Leveraging the powerful blockchain technology has resulted in the creation of new financial ecosystems.

Why an Operational Data Layer is Critical for Open Banking
WHY AN OPERATIONAL DATA LAYER IS CRITICAL FOR OPEN BANKING
Innovative banking applications and comprehensive, instant insight into customer interactions are critical to competing in today’s disruptive competitive landscape. Not only do customer expectations continue to grow, but payment infrastructure evolution and compliance requirements mean access ...

The Era of the Customer-Driven Bank
THE ERA OF THE CUSTOMER-DRIVEN BANK
Identifying the real needs of the digital banking customer.What are the current challenges that banks face when connecting with consumers? Brand or real-time experience: which matters more to the user? Will open banking enhance or eliminate current customer personalisation strategies Dealing with de...

The age of marketplace banking
THE AGE OF MARKETPLACE BANKING
The ‘marketplace’ concept is not new, but following recent marketplace launches from the likes of Starling, the concept, now turned reality, has risen to the top of the agenda for incumbents and challengers alike. Is it a game changer and how will this trend alter the playing field? How ...

Securing the Cryptocurrency Exchange
SECURING THE CRYPTOCURRENCY EXCHANGE
Now, more than ever, cryptocurrency exchanges are facing security threats in the form of volumetric, application layer, DDoS, and account takeover (ATO) attacks. Although the success of cryptocurrency exchanges makes them especially attractive to cybercriminals, attacks of late are taking exchanges ...

Blockchain Strategy: The Future of Crypto
BLOCKCHAIN STRATEGY: THE FUTURE OF CRYPTO
From regulatory challenges to Bitcoin's rollercoaster journey on the stock markets, many are questioning the future of cryptocurrencies. Could a strategy focus on blockchain be the answer to these obstacles? Join this panel where experts will discuss blockchain strategy as a whole and its impact...

The return to growth in Financial Services - Opportunities and Getting it Right
THE RETURN TO GROWTH IN FINANCIAL SERVICES - OPPORTUNITIES AND GETTING IT RIGHT
The last time the banks were investing the world was a very different place. Prior to 2008 social media was still nascent, there were no bitcoins and there was no ‘Fintech’ the first generation iPhone had only just been released. However, despite many of these advances and the emergence ...

Cryptocurrencies: A Catalyst Driving Cyber Crime
CRYPTOCURRENCIES: A CATALYST DRIVING CYBER CRIME
Cybercrime has risen exponentially across the world in the past four years, causing insurmountable damage in its wake. One of the many reasons cybercrime models have been successful is the adoption of payment models that facilitate the anonymization of criminal activities. Cryptocurrencies have give...

Peering into the instant payments crystal ball
PEERING INTO THE INSTANT PAYMENTS CRYSTAL BALL
Real-time payments from The Clearing House makes the instant movement of good funds a reality for financial institutions. With other P2P money movement services in the mix banks are remaining cautious about which direction and investments they should make in the future. Some are even asking for a cr...

Auditing Your Bank Secrecy Act Program
AUDITING YOUR BANK SECRECY ACT PROGRAM
As part of the scoping and planning process, examiners should obtain and evaluate the supporting documents of the independent testing (audit) of the bank's BSA/AML compliance program. The federal banking agencies' reference to "audit" does not confer an expectation that the require...

Embracing Digital in Traditional Financial Services
EMBRACING DIGITAL IN TRADITIONAL FINANCIAL SERVICES
Competing online-based business models, continuing low-interest policy, and the increased regulation demands in-particular, are pressuring institutions to act. With regulation demands connected to the intensified protection of investors by MiFID and PRIIPs regulation financial institutions urgently ...

Building a Digital Banking Platform with APIs
BUILDING A DIGITAL BANKING PLATFORM WITH APIS
More and more financial institutions are partnering with FinTechs and leveraging Application Program Interfaces (APIs) to attract new prospects and to delight current consumers through unprecedented Customer Experience (CX). APIs offer a bridge between systems while paving a digital path to a connec...

Closing the Digital Divide – How Citizens Turned Customer Experience Into Its Biggest Weapon
CLOSING THE DIGITAL DIVIDE – HOW CITIZENS TURNED CUSTOMER EXPERIENCE INTO ITS BIGGEST WEAPON
During this webinar, hear from Citizens Bank who partnered with Relay Network to embrace a new model of communications and digitally connected with 88 percent of its customers, ultimately establishing a foundation for lifelong customer relationships. Citizens Bank and Relay Network will speak to how...

Fintech Partnerships Getting the Balance Right
FINTECH PARTNERSHIPS GETTING THE BALANCE RIGHT
Financial institutions understand the value and necessity for partnering with fintechs. So what’s next in terms of selecting a partner, identifying where they can best add value and how best to measure success? Join us for this complimentary BAI webinar and hear from Jason Henrichs, Managing D...

AI in Financial Services: Solving the Mortgage Document Problem
AI IN FINANCIAL SERVICES: SOLVING THE MORTGAGE DOCUMENT PROBLEM
Capturing, sorting and extracting key data from inbound documents levies a heavy burden on organizations. No other vertical faces this challenge more than the financial services industry. Stephen Boals, Vice President at Ephesoft will present his findings on the latest technology solutions for banks...

Private Equity Funds - The Commercial Aspects Explained
PRIVATE EQUITY FUNDS - THE COMMERCIAL ASPECTS EXPLAINED
This webinar will cover the key aspects of how private equity funds are structured. It will explain the general partner and limited partner relationship as well as alternatives to the typical 10-year fund. If you are new to private equity and wish to learn about the commercial aspects of private equ...

Banking on Hispanics for Growth
BANKING ON HISPANICS FOR GROWTH
Hispanics and non-Hispanics differ in their definitions of prosperity. For Hispanics, it’s about progression, moving forward, living the American dream. Non-Hispanics focus on stability, freeing themselves from stress, being comfortable. For marketers, this means you might advertise more aspir...

Blockchain and Cryptocurrencies in 2018
BLOCKCHAIN AND CRYPTOCURRENCIES IN 2018
In this Webinar Scott Picken, CEO of Wealth Migrate will talk to David about what 2018 is going to hold for Blockchain development and what we can expect to see in terms of cryptocurrencies.

Blockchain as a Platform for Banks
BLOCKCHAIN AS A PLATFORM FOR BANKS
Over the last ten years, platforms have successfully emerged and are now dominating all industries prime examples being Airbnb, Amazon, Netflix, and Google. Platforms give ultimate control connecting buyers and sellers to create economies of scale on both the demand and supply side.  Blockchain...

Risks of PACE Financing: Bringing the CFPB and Banks Together
RISKS OF PACE FINANCING: BRINGING THE CFPB AND BANKS TOGETHER
Property Assessed Clean Energy (PACE) financing allows an owner of residential or commercial real estate to pay for energy efficient upgrades through 'loans' they pay back annually through their property tax assessments. PACE financing creates a super-priority lien on the property that runs ...

Fintech Innovative Banking
FINTECH INNOVATIVE BANKING
Fintech can be defined as the application of digital technologies to create, record, transfer and manage financial value and risk. This course focuses on three areas of fintech that are of particular interest to bankers: Blockchain, Digital Payments, and Digital Identity.

Blockchain - An Emerging Trend in Fintech
BLOCKCHAIN - AN EMERGING TREND IN FINTECH
The blockchain is largely regarded as the technology powering up the bitcoin virtual currency. However, blockchain market applications have gone way beyond the cryptocurrencies.

The Fintech Trends in Retail Banking
THE FINTECH TRENDS IN RETAIL BANKING
Imarticus Learning is India’s leading professional education institute, offering certified industry-endorsed training in Financial Services, Investment Banking, Business Analysis, IT, Business Analytics & Wealth Management.

Pragmatic approach to implementing AI for Financial Services
PRAGMATIC APPROACH TO IMPLEMENTING AI FOR FINANCIAL SERVICES
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 imp...

Creating Financial Wellness Using Artificial Intelligence
CREATING FINANCIAL WELLNESS USING ARTIFICIAL INTELLIGENCE
While traditional Personal Financial Management capabilities such as budgets and savings tools initially attract customer interest, engagement often drops off after the first few interactions. But there is a way to keep digital banking customers engaged and interested and it involves leveraging arti...

Insights from Veteran Cryptocurrency Traders
INSIGHTS FROM VETERAN CRYPTOCURRENCY TRADERS
After entering the cryptocurrency space and learning the bare basics of trading, many users remain lost on how to get better and what mistakes they are making. In this BrightTALK webinar, Travin Keith, Managing Director at Agavon and Administrator at BitcoinMarkets, leads a panel discussion with vet...