Invox Finance Platform Version 1.08

April 27, 2018

We are excited to offer small businesses worldwide a solution to their cash-flow problems by providing accessible, low-interest financing through our distributed invoice financing platform. The traditional invoice financing model does not create a direct relationship between the person funding an invoice and the person paying that invoice. Our proposal is to create a decentralized platform which will connect all parties, distribute information with greater flexibility, and lower the risks of all involved.

Spotlight

McNally Capital

McNally Capital is the leader in providing Direct Family Capital. We help family offices and privately-owned companies navigate the world of direct private investments through two primary, interrelated disciplines: - Direct Investing (making control, non-control, and co-investments in partnership with value-adding family office investors) - Merchant Banking (providing M&A buy-side advisory, capital raising and strategic advisory services).

OTHER WHITEPAPERS
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The Road to Smart Banking

whitePaper | May 3, 2022

A world-class customer experience is mandatory for banks that wish to build engagement and loyalty, and expand their share of wallet. Smart banking is crucial to providing and supporting such an experience.

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Digital Transformation for Banks

whitePaper | May 12, 2022

Conversational AI is a type of artificial intelligence that facilitates the human like conversation between a human and a software system in real time. It is a piece of software that a person can talk to, like chatbot, social messaging app, interactive agent, or smart device.

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Cloud contact centers for financial services: delivering agility and superior CX at scale

whitePaper | December 7, 2021

The financial services industry has long held a reputation of being traditional and conservative, largely due to the security and regulatory guidelines under which it operates. Yet, being conservative and reactive aren’t the qualities you need to improve the customer experience. On the contrary, your organization needs to be agile and responsive to a changing business environment One way to ensure that your financial services firm stays agile is to implement a cloud contact center. This eBook explores how cloud contact centers enable financial services organizations to stay agile and elevate the customer experience. Moreover, it examines how versatile cloud contact centers adapt to the unique needs of diverse institutions such as banking, investment management, and insurance.

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The Future of Private Assets in Retail Investors’ Portfolios

whitePaper | June 15, 2023

Asset managers headquartered in Europe saw their private market assets continue to grow in 2022, albeit more slowly than in previous years, and their total assets under management (AUM) exceeded €2.3 trillion (US$2.4 billion) by the end of the year. Institutional investors remain the region’s major allocators to private assets—European high-net-worth (HNW) and ultra-high-net-worth (UHNW) investors are still underexposed to private asset classes, although that is set to change.

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“No Regrets” Moves: How Midsize Banks Can Enhance Their Risk Capabilities

whitePaper | March 22, 2023

It’s been said that “history doesn’t repeat itself, but it often rhymes.” The adage certainly applies to banking crises in the US: every crisis, however unique the cause, has typically been followed by a new wave of regulations. This trend is likely to continue in the wake of the current crisis. In fact, reporting from the Wall Street Journal and other sources indicates that the Federal Reserve and other banking regulators are already in discussions about changes to the US regulatory regime, especially for midsize banks.

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Immersive Banking: A New Paradigm for Customer Engagement in Financial Services

whitePaper | August 2, 2023

As immersive technologies evolve primarily powered by investments from big techs like Apple (Apple placing its most recent bet with Vision Pro), Meta in Metaverse, and related AR/VR technologies, the possibilities are further enhanced by the revolution in the Generative AI space by leaders like Open AI (ChatGPT) and Google (Bard).

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Spotlight

McNally Capital

McNally Capital is the leader in providing Direct Family Capital. We help family offices and privately-owned companies navigate the world of direct private investments through two primary, interrelated disciplines: - Direct Investing (making control, non-control, and co-investments in partnership with value-adding family office investors) - Merchant Banking (providing M&A buy-side advisory, capital raising and strategic advisory services).

Events