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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? What is the response? During this program, we will look at the problem of elder abuse and see what our role can be in protecting our elderly.
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This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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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 Foundation course, we asked Tanya to share her views and insights on the key elements of a successful digital transformation. From her exposure to the industry, she will outline good and bad examples of Financial Institutions' digital strategies.
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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 experiences under their brand. Enterprise QA must therefore transform itself from a monolithic function to one that can orchestrate a heterogeneous ecosystem of processes, assets and talent beyond the bank.
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