Presentation: Digital Financial Wellness: The Future of Money
Presented by: Mohamed Khalil, Head of Product, Data & Marketing, Moven
Mobile technology coupled with data and behavioral sciences now allow for highly personalized, real time interactions that alter consumer behaviors. This talk will examine how the retail financial services model must adapt to survive this digital disruption.
http://www.bdionline.com/
Presentation by Alex Sion, Moven. Why mobile has already changed everything regarding everyday commerce, money and the world of banking. Who wins, who looses and how competition for customer engagement could play out. How traditional banks and fintech players can collaborate to win.
Fintech: The User Experience opportunityRaphael Ouzan
For years, banks have been banking on consumer friction and the lack of understanding from consumers to make money. But we are not ready to accept that anymore. Standards are changing and consumers learned to demand much more from services they use everyday. As consumers turn to tech companies to handle their finances, we're seeing a massive opportunity to reinvent the user experience of how we interact with our money.
Using BillGuard as a use case, this presentation goes through examples of carefully crafted mobile experiences to think about when reinventing consumer elements of finance.
Georgine Muntz's presentation at CBA LIVE touched on the technologies that can help auto lenders reach an ideal level of efficiency, including eSignatures, automated communication, and loan origination systems. She also discussed the importance of collaboration, examined the uses of detailed data analysis, and explained how hiring both experienced veterans and younger innovators helps to build the most agile and capable teams possible.
We are following John and Jane through a typical day and explore their every day banking needs. The aim of this presentation is to showcase how modern day banking is transforming today and in the future.
The future of payments is uncertain, unknown and impossible to predict.
Our strategist, Tzachi Toledo shared his thoughts as a keynote speaker at Visa Europe Innovation Day in Prague. In his presentation he talked about the future of digital payments to an audience of technologists and bankers.
UX Design for Mobile Payment ExperiencesSkip Allums
O'Reilly Webcast: Oct 14, 2014
With mobile devices emerging as new tools for transactions and identification, designers face challenging interactions and user expectations from payment scenarios. Consumers expect mobile payment experiences to be frictionless and familiar, while faithfully protecting their financial data. Falling short on any of these aspects will cause users to drop out, or worse, compromise their financial privacy. In this webcast, we'll look at ten emerging UX design best practices for mobile payment interactions.
References:
Apps mentioned:
http://www.paywithisis.com
http://www.squareup.com
https://www.google.com/wallet/
https://www.venmo.com
http://www.thelevelup.com
http://www.capitalone.com/online-banking/mobile/wallet/
https://www.lyft.com/
https://www.groupon.com
https://www.uber.com/
https://www.coinbase.com/
https://www.simple.com/
https://www.paypal.com/
https://www.apple.com/iphone-6/apple-pay/
http://www.starbucks.com/coffeehouse/mobile-apps/mystarbucks
Merchant Category codes
http://www.irs.gov/irb/2004-31_IRB/ar17.html#d0e1647
PCI DSS Compliance
https://www.pcisecuritystandards.org/security_standards/documents.php?document=pci_dss_v2-0#pci_dss_v2-0
Challenges for the Future of Retail BankingDesignit
Digital transformation in retail banking is a thriving and complex phenomenon. We at Designit try to make sense of it by identifying leading trends in three deeply interdependent categories: new enabling technologies, new customer expectations, and new strategic trends. The future holds uncertainty and promise, but some immediate actions are patently necessary for banks that want to stay relevant in an increasingly dynamic scenario.
Presentation by Alex Sion, Moven. Why mobile has already changed everything regarding everyday commerce, money and the world of banking. Who wins, who looses and how competition for customer engagement could play out. How traditional banks and fintech players can collaborate to win.
Fintech: The User Experience opportunityRaphael Ouzan
For years, banks have been banking on consumer friction and the lack of understanding from consumers to make money. But we are not ready to accept that anymore. Standards are changing and consumers learned to demand much more from services they use everyday. As consumers turn to tech companies to handle their finances, we're seeing a massive opportunity to reinvent the user experience of how we interact with our money.
Using BillGuard as a use case, this presentation goes through examples of carefully crafted mobile experiences to think about when reinventing consumer elements of finance.
Georgine Muntz's presentation at CBA LIVE touched on the technologies that can help auto lenders reach an ideal level of efficiency, including eSignatures, automated communication, and loan origination systems. She also discussed the importance of collaboration, examined the uses of detailed data analysis, and explained how hiring both experienced veterans and younger innovators helps to build the most agile and capable teams possible.
We are following John and Jane through a typical day and explore their every day banking needs. The aim of this presentation is to showcase how modern day banking is transforming today and in the future.
The future of payments is uncertain, unknown and impossible to predict.
Our strategist, Tzachi Toledo shared his thoughts as a keynote speaker at Visa Europe Innovation Day in Prague. In his presentation he talked about the future of digital payments to an audience of technologists and bankers.
UX Design for Mobile Payment ExperiencesSkip Allums
O'Reilly Webcast: Oct 14, 2014
With mobile devices emerging as new tools for transactions and identification, designers face challenging interactions and user expectations from payment scenarios. Consumers expect mobile payment experiences to be frictionless and familiar, while faithfully protecting their financial data. Falling short on any of these aspects will cause users to drop out, or worse, compromise their financial privacy. In this webcast, we'll look at ten emerging UX design best practices for mobile payment interactions.
References:
Apps mentioned:
http://www.paywithisis.com
http://www.squareup.com
https://www.google.com/wallet/
https://www.venmo.com
http://www.thelevelup.com
http://www.capitalone.com/online-banking/mobile/wallet/
https://www.lyft.com/
https://www.groupon.com
https://www.uber.com/
https://www.coinbase.com/
https://www.simple.com/
https://www.paypal.com/
https://www.apple.com/iphone-6/apple-pay/
http://www.starbucks.com/coffeehouse/mobile-apps/mystarbucks
Merchant Category codes
http://www.irs.gov/irb/2004-31_IRB/ar17.html#d0e1647
PCI DSS Compliance
https://www.pcisecuritystandards.org/security_standards/documents.php?document=pci_dss_v2-0#pci_dss_v2-0
Challenges for the Future of Retail BankingDesignit
Digital transformation in retail banking is a thriving and complex phenomenon. We at Designit try to make sense of it by identifying leading trends in three deeply interdependent categories: new enabling technologies, new customer expectations, and new strategic trends. The future holds uncertainty and promise, but some immediate actions are patently necessary for banks that want to stay relevant in an increasingly dynamic scenario.
Design Teams as connectors for organisational changeHarriet Wakelam
Financial services innovation is exploding in London however; there is the emergence of a two-speed innovation culture where banks and start-ups work together and against each other in an uneasy and sometimes volatile partnership. This talk shares the most exciting directions from the big smoke but also looks at the huge opportunities for the experience design skills of idea connection, cross-disciplinary action and collaboration. Find out how what you know is more valuable than you think.
«Branch, Internet, Mobile, Digital» is a study that aims to synthesize and connect some of the most innovative actions that Banks, Fintechs and other actors are undertaking to develop a new model for the financial services.
Views expressed in this presentation are my own.
Opportunities for disruption in Financial Services (with a mobile focus)Nadya.Powell
A talk given at the IPA on opportunities for disruption in Financial Services with a focus on mobile. Three strategies to employ, case studies and three golden rules. Thanks to Zoe Decool for research help.
Disruption, mobile and financial servicesNadya Powell
A presentation given for the IPA on disruption, mobile and financial services. Three strategies to employ and the best disruptive uses of mobile out there. Thanks to Zoe Decool for research help.
Banking Future by Design the Future Tadeusz KifnerTadeusz Kifner
Banking in the future will be different than now. Banking is not equal banks. How new financial world will be look like from customer point of view? Slides present possible innovation strategies:
• customers will compare their digital banking experience with other business sectors,
• banks will be hidden behind the daily business services and not visible for customers,
• customers will expect a seamless integration of the entire banking experience.
Digest form of information helps in further discovery of the subject.
The future of banking - NextBank Sydney 2013Jenny Williams
The future of finance is digital. If you are a financial services company. The problem isn’t predicting whats going to happen or what you NEED to do .... its figuring out what you CAN do and HOW you are going to achieve it.
What Can FinTechs and Traditional Banks Learn from each other?Mike Parsons
"What Can FinTechs and Traditional Banks Learn from each other?"
From platform thinking to risk management - there's plenty to learn from challenger and traditional banks. This talk presents eight ideas and learnings from a global point interview. Key topics: technical architecture, teams, culture, growth, trust, branding, risk management and customer satisfaction.
Lessons from Revolut
1. Banking as a Platform
2. Getting it Done
3. Growth Teams
4. No Middle Man
Lessons from Traditional Banks
1. Build Trust via Advice
2. Invest in Branding
3. Building Business
4. Owning the Majority
In September 2014, CG surveyed 1,005 U.S. consumers online and conducted qualitative phone interviews with ten financial services executives at the top 20 U.S. financial institutions, to understand how mobile banking and the shift of mobile device size (tablets getting smaller, smartphones getting larger) will influence how Americans do their banking in the 21st century. This presentation details the findings of this research.
To receive a copy of the white paper, due out in March 2015 please email insight@cgcginc.com. For more information about CG’s Digital Practice please visit https://www.carlisleandgallagher.com/insights/research-insights or follow #CGDigital on Twitter.
Banking Disruption in Financial Services: Threats and OpportunitiesDogTelligent
There are three forces shaping the future of banking. Technology innovation is the first. For most traditional financial institutions -- banks and credit unions -- technology innovation is a weakness; instead, they rely on third-party firms ranging from established core providers to startups to provide them with a mix of products that they repackage and resell to their customers. Demographics is the second force. Millennials now account for 25% of the US population with 80 million and growing. The third force is the emergence of new business models on the one hand driven by Millennial demand and communication preferences, and on the other, enabled by new technologies as they are invented.
The report examines data from multiple sources and suggests potential defenses for institutions to fend off competitive threats from technology, retail, and telecom firms that are gaining traction in the payments and banking arenas.
Case study: DBS's digitalization in Southeast AsiaVarun Mittal
DBS Bank‘s internationalization strategy is built on the cornerstone of a customer-centric digital platform which goes beyond banking by focusing on the customer’s lifestyle and evolving needs. EY has been a proud collaborator to DBS in this journey, advising on the formulation of strategy for Indonesia.
"Smart Banking- Real Time Driven at Number26", Christian Rebernik, CTO at Num...Dataconomy Media
"Smart banking: Real Time Driven Processing at Number26", Christian Rebernik, CTO at Number 26 GmbH
YouTube Link: https://www.youtube.com/watch?v=Hg-Uu0nzd0U
Watch more from Data Natives 2015 here: http://bit.ly/1OVkK2J
Visit the conference website to learn more: www.datanatives.io
Follow Data Natives:
https://www.facebook.com/DataNatives
https://twitter.com/DataNativesConf
Stay Connected to Data Natives by Email: Subscribe to our newsletter to get the news first about Data Natives 2016: http://bit.ly/1WMJAqS
About the Author:
Christian was born in Vienna, Austria and studied economics and informatics in Vienna. Before he joined NUMBER26 in the position of CTO, he founded his own company and worked as a CTO for Zanox, Parship and Immobilien.net. On top of this Christian acts as a Mentor and Coach to several startups during their founding phase and he consulted the United Nations World Food Programme in the creation of the Share the Meal app.
We’ve asked customers and partners, spoken to industry experts and made our own conclusions and predictions to help financial organisations succeed in mobile
in 2015.
Who are the mobile innovators and disruptors of the financial industry? How will banks tackle mobile security threats in 2015? What will Apple Pay mean for the financial institutions? What’s the regulatory impact of new mobile technology such as wearables? How do financial institutions stay on top of mobile technology with an accelerated pace of innovation? How much longer will employees of financial firms be tied to a desktop? You'll find the answers in this presentation.
Design Teams as connectors for organisational changeHarriet Wakelam
Financial services innovation is exploding in London however; there is the emergence of a two-speed innovation culture where banks and start-ups work together and against each other in an uneasy and sometimes volatile partnership. This talk shares the most exciting directions from the big smoke but also looks at the huge opportunities for the experience design skills of idea connection, cross-disciplinary action and collaboration. Find out how what you know is more valuable than you think.
«Branch, Internet, Mobile, Digital» is a study that aims to synthesize and connect some of the most innovative actions that Banks, Fintechs and other actors are undertaking to develop a new model for the financial services.
Views expressed in this presentation are my own.
Opportunities for disruption in Financial Services (with a mobile focus)Nadya.Powell
A talk given at the IPA on opportunities for disruption in Financial Services with a focus on mobile. Three strategies to employ, case studies and three golden rules. Thanks to Zoe Decool for research help.
Disruption, mobile and financial servicesNadya Powell
A presentation given for the IPA on disruption, mobile and financial services. Three strategies to employ and the best disruptive uses of mobile out there. Thanks to Zoe Decool for research help.
Banking Future by Design the Future Tadeusz KifnerTadeusz Kifner
Banking in the future will be different than now. Banking is not equal banks. How new financial world will be look like from customer point of view? Slides present possible innovation strategies:
• customers will compare their digital banking experience with other business sectors,
• banks will be hidden behind the daily business services and not visible for customers,
• customers will expect a seamless integration of the entire banking experience.
Digest form of information helps in further discovery of the subject.
The future of banking - NextBank Sydney 2013Jenny Williams
The future of finance is digital. If you are a financial services company. The problem isn’t predicting whats going to happen or what you NEED to do .... its figuring out what you CAN do and HOW you are going to achieve it.
What Can FinTechs and Traditional Banks Learn from each other?Mike Parsons
"What Can FinTechs and Traditional Banks Learn from each other?"
From platform thinking to risk management - there's plenty to learn from challenger and traditional banks. This talk presents eight ideas and learnings from a global point interview. Key topics: technical architecture, teams, culture, growth, trust, branding, risk management and customer satisfaction.
Lessons from Revolut
1. Banking as a Platform
2. Getting it Done
3. Growth Teams
4. No Middle Man
Lessons from Traditional Banks
1. Build Trust via Advice
2. Invest in Branding
3. Building Business
4. Owning the Majority
In September 2014, CG surveyed 1,005 U.S. consumers online and conducted qualitative phone interviews with ten financial services executives at the top 20 U.S. financial institutions, to understand how mobile banking and the shift of mobile device size (tablets getting smaller, smartphones getting larger) will influence how Americans do their banking in the 21st century. This presentation details the findings of this research.
To receive a copy of the white paper, due out in March 2015 please email insight@cgcginc.com. For more information about CG’s Digital Practice please visit https://www.carlisleandgallagher.com/insights/research-insights or follow #CGDigital on Twitter.
Banking Disruption in Financial Services: Threats and OpportunitiesDogTelligent
There are three forces shaping the future of banking. Technology innovation is the first. For most traditional financial institutions -- banks and credit unions -- technology innovation is a weakness; instead, they rely on third-party firms ranging from established core providers to startups to provide them with a mix of products that they repackage and resell to their customers. Demographics is the second force. Millennials now account for 25% of the US population with 80 million and growing. The third force is the emergence of new business models on the one hand driven by Millennial demand and communication preferences, and on the other, enabled by new technologies as they are invented.
The report examines data from multiple sources and suggests potential defenses for institutions to fend off competitive threats from technology, retail, and telecom firms that are gaining traction in the payments and banking arenas.
Case study: DBS's digitalization in Southeast AsiaVarun Mittal
DBS Bank‘s internationalization strategy is built on the cornerstone of a customer-centric digital platform which goes beyond banking by focusing on the customer’s lifestyle and evolving needs. EY has been a proud collaborator to DBS in this journey, advising on the formulation of strategy for Indonesia.
"Smart Banking- Real Time Driven at Number26", Christian Rebernik, CTO at Num...Dataconomy Media
"Smart banking: Real Time Driven Processing at Number26", Christian Rebernik, CTO at Number 26 GmbH
YouTube Link: https://www.youtube.com/watch?v=Hg-Uu0nzd0U
Watch more from Data Natives 2015 here: http://bit.ly/1OVkK2J
Visit the conference website to learn more: www.datanatives.io
Follow Data Natives:
https://www.facebook.com/DataNatives
https://twitter.com/DataNativesConf
Stay Connected to Data Natives by Email: Subscribe to our newsletter to get the news first about Data Natives 2016: http://bit.ly/1WMJAqS
About the Author:
Christian was born in Vienna, Austria and studied economics and informatics in Vienna. Before he joined NUMBER26 in the position of CTO, he founded his own company and worked as a CTO for Zanox, Parship and Immobilien.net. On top of this Christian acts as a Mentor and Coach to several startups during their founding phase and he consulted the United Nations World Food Programme in the creation of the Share the Meal app.
We’ve asked customers and partners, spoken to industry experts and made our own conclusions and predictions to help financial organisations succeed in mobile
in 2015.
Who are the mobile innovators and disruptors of the financial industry? How will banks tackle mobile security threats in 2015? What will Apple Pay mean for the financial institutions? What’s the regulatory impact of new mobile technology such as wearables? How do financial institutions stay on top of mobile technology with an accelerated pace of innovation? How much longer will employees of financial firms be tied to a desktop? You'll find the answers in this presentation.
The presentation 'Money Is Broken; Its Future Is Not' was given by Tyler and Cameron Winklevoss at the Money20/20 conference in Las Vegas, NV on November 3, 2014.
A tide of technology — cryptocurrencies, P2P economies, payment APIs — is reshaping the world before our very eyes. We rarely memorize, wait in line, rewind, unfold, print or phone anymore. There has never been a better time to map the phenomenon of human innovation, and there is no better place to start with than with money.
«Branch, Internet, Mobile, Digital» is a study that aims to synthesize and connect some of the most innovative actions that Banks, Fintechs and other actors are undertaking to develop a new model for the financial services.
Views expressed in this presentation are my own.
Mobile Banking - much more than an iPhone App, February 2013Frank Schwab
Summary
The number of banks in the US and in Germany halved between 1990 and 2012. Traditional banking is under pressure by at least 4 mega trends in banking: Increase of regulation, legacy technology, consolidation and changing customer behaviour.
By 2016 the number of Internet capable mobile devices will reach more than 4 billion devices globally and smart phones are already used always and everywhere.
The future is always here – it’s just not evenly distributed yet. You can see this if you take a look at digital natives, the usage of phones in Africa, Google wallet and Square.
For banks it will become critical to position themselves in the world of customer experience much earlier.
The MyPrivateBanking Mobile Applications Report 2011 gives banks on average a score of 35 out of 100 points. Major critiques are “only simple basis services”, “mainly useless information”, “available only for iPhone” and “security issues”. A look at current mobile banking offerings does not disprove the report. They are mainly static, text based and lack of visual experience.
But you can think different about mobile banking. Actually you can build native apps for all platforms that are highly dynamic and provide an experience, e.g. by making use of augmented reality technology embedded in customers’ life. Banks may be able to win back the car loan business at the point of sale and embed mobile and tablet technologies in their sales processes.
Commonwealth Bank of Australia’s “Kaching” and moven are examples of what can be done.
Public talk "Банки будущего" В.Солодкого со студентами ВШЭ 24.10.14Vladislav Solodkiy
Public talk на тему "Банки будущего. FinTech - next big thing в венчурной индустрии" управляющего партнера венчурного фонда Life.SREDA Владислава Солодкого со студентами ВШЭ и предпринимателями в DI Telegraph 24 октября 2014 года. Прямая трансляция велась проектом FutureBanking по адресу: http://futurebanking.ru/post/2634
Strategy and planning in a fast changing worldCarlos M. Henao
Based in facts of many real cases, the author tells the story of the journey of a CEO in his journey to transform his company using next-generation strategy and planning.
Presentation: Social listening trends and the paradigm change in financial services
Presented by: Melissa King, Social Analytics Consultant, Brandwatch
Social media’s impact on the relationships between businesses and consumers has led to a defined shift in how the heavily regulated financial services sector interacts with customers. This session will address how FinServ professionals can leverage the insights uncovered via social listening tools (including ways to mitigate risk, what drives consumers’ decisions, and what motivates them to choose particular services) to make an impact, support customers, and generate revenue.
http://www.bdionline.com/
Creating a Holistic Financial Experience Strategy BlendConf 2013Rikki Teeters
Big Banks have lost the trust of the people. Traditional relationships between banks and the people need to change from Sales People / Customers to Trusted Advisors / Clients. The traditional branch is not dead, it just needs to evolve. It is crucial for banks to create a Holistic Experience Strategy in order to survive in the future. The Financial Industry must stop penalizing people with fees and start adding value to their lives. It is our job to leave the industry a better place than when we found it!
Creating a Holistic Financial Experience Strategy from BlendConf 2013
Insights Success has come up with a distinctive issue “The 10 Most Influential Voices in Banking” which recognizes the incalculable contribution of banking enthusiasts who has revolutionized banking processes with their inventive excellence.
Educating The Customer – Leading To Better SaleseTailing India
People used to create brand through a process, through awareness, product proposition and then may be getting loyalty but now things are fast.Products are becoming very complex where today products are a combination of product and service. So it becomes difficult whether you educate about the product or the service.
On 18 April, Codehouse hosted The Financial Generation Gap – an event that brought experts and brands across the financial services marketing community together to discuss and debate how companies need to change how they market to and service the different generations of customers in today’s world – or risk the gap between what consumers want and what financial services brands offer becoming too wide to cross.
Speakers included:
Oliver Chesher, MD at Galibier
Dr Emmanuel Mogaji,. Lecturer in Advertising and Marketing Communications at University of Greenwich
Aadeel Peerally, chief product officer at WeSwap
Shaun Miller, digital experience consultant at Codehouse
Paul Jarrett, MD at Sonin
Skills for the customer centered economy, st. louis oct 15 2014Blair Forlaw
Trends and challenges facing business and talent in the Age of the Customer. Background for panel discussion with HR leaders from five customer-centric firms. St. Louis Oct 15.
Fastest path to mortgage purchase business Mortgage Coach
Dave Savage's newest presentations on how top loan officers are winning more purchase business and getting more referrals from current Realtors with record breaking speed
Presentation: The Business of Blogging (for Lawyers)
Presented by: Gene Quinn, Patent Attorney and Founder, IPWatchdog.com
One of the primary reasons for undertaking a blog is to engage in business development of one kind or another. People who will find you online are searching for answers. If you want to capitalize on this opportunity it will be necessary to provide intelligent, insightful information that the reader did not possess prior to visiting your website. Over time your job will be to provide lots of that information that ties together little by little to demonstrate that you have a deep level of understanding. The lesson is simple: It is far better for a prospective client or customer to come to the understanding that you know what you are talking about for themselves than it is for you to tell them you know what you are talking about directly. It should go without saying, that the plan requires that you are read by others, which means you absolutely, positively cannot write like a lawyer!
Presentation: Content is Still King: A look at best practices for creating and distributing quality Content
Presented by: Scott Mozarsky, President - Cross Platform Businesses , Bloomberg BNA
This session will focus on best practices for creating Content that will enable marketers to achieve strong ROI in their Content Marketing efforts. The session will also focus on the elements of a multi-faceted engagement and distribution strategy that will ensure that if you build it, they will come.
Presentation: Use Storytelling to Define Your Brand and Connect on Social Media
Presented by: Tammy Mangan, Director of Marketing, Sterne Kessler Goldstein & Fox
Storytelling is not just for campfires. Good stories compel action, change, even forge relationships. This presentation will cover the fundamentals of storytelling and the use of stories to create a connection with your brand and services and grow business.
Presentation: Combining Eyes and Ears: The Visual Search for Social
Presented by: Aaron Hayes-Roth, VP of Strategic Alliances, Brandwatch & Mary Tarczynski, CMO, Ditto Labs
Photo sharing on social media only continues to grow as people capture and share their passions on a daily basis. This often includes brands - but when 85% of images don’t reference the brand name in the text, how can brands and agencies accurately measure and engage with their audiences? This session will cover some of the most common use cases for social and visual measurement and explore the insights and benefits brands and agencies can gain from using social listening and analytics across visual platforms.
Presentation: Digital Marketing Strategies to Drive Enrollment
Presented By: Jon Fox, President,Flightpath &
Jon Wexler, Vice President of Enrollment Management, Fairleigh Dickinson University
Jon Fox founded the agency that would become Flightpath in his Greenwich Village apartment in 1994. A veteran of twenty years of digital marketing, he is a recognized leader in helping organizations of all sizes maximize their investments across the web and broader channels. Jon is an exceptional business analyst focused on achieving measurable results for his clients. In his role as president, Jon drives the overall direction of Flightpath, oversees/guides digital strategy for a number of key accounts and works hard to develop and mentor his talented staff. Jon recently completed his 11th NYC Marathon. He lives in Brooklyn with his wife, kids and dog.
As the vice president of enrollment management for Fairleigh Dickinson University, Jonathan Wexler is regularly traveling across the country and around the world representing FDU! Over the past four years, Wexler has worked to increase applications for freshman and transfer admissions by more than 65 percent — while collaborating on new education initiatives — including Silberman College of Business’s Saturday MBA Program and the University-wide Combined Degree Advantage Program. Wexler received his bachelor’s degree at Goucher College in Baltimore, Md. before completing a master’s in higher education administration at University of South Carolina. He joined FDU in 2008.
Presentation: People are (S)Talking: How to Get Users to Participate, Not Just Spectate
Presented by: Donna Talarico-Beerman, Director of Integrated Communications, Elizabethtown College
Donna Talarico-Beerman has been helping tell the Elizabethtown College story since 2010. Her past experiences in radio, newspapers, eCommerce and education thrive together in happy harmony at E-town, where she is director, integrated communications. She manages the College’s official social media channels and is editor of Elizabethtown magazine and the online newsroom E-town NOW. She also collaborates with the rest of the award-winning marketing and communications team on marketing planning, media relations, copywriting and multimedia story-telling for a variety of projects.
http://www.bdionline.com/
Presentation: The Power of Social Listening
Presented by: Andrew Ruder,Senior Consultant & Social Business Intelligence, Brandwatch
Andrew Ruder is a senior consultant in social business intelligence for Brandwatch, one of the world’s leading social media monitoring providers, where he helps enterprise organizations develop strategies for solving business challenges using social media intelligence and analytics. A SaaS veteran, Andrew’s prior experience includes roles at companies including Cision/Radian6 and Sysomos, where he assisted both brands and agencies in implementing social media intelligence solutions. Andrew earned a bachelor’s degree in business administration from Marquette University and is a proud native of Chicago, where he lives with his wife and son.
http://www.bdionline.com/
Presentation: How Investors Will Communicate as the Internet Swallows Everything
Presented by: Leigh Drogen, Founder and CEO, Estimize
Collaboration between investors via the internet is changing the way investment decisions are made and critical research and data are sourced. In his talk, Leigh will provide an overview of how information flow between and amongst investors, companies, and the sell side is rapidly changing, the new platforms and philosophies which are facilitating this shift, and what it means for industry incumbents.
Presentation: The New Communications Paradigm in Financial Services: The Penn Mutual Case Study
Presented by: Kim Harmsen, Associate Vice President, Gregory FCA & Greg Matusky, President and Founder, GregoryFCA
Join Gregory FCA and The Penn Mutual Life Insurance Company as they present a blueprint for creating a best practice communications platform in a highly socialized, networked world. Penn Mutual provides a compelling blueprint for optimizing communication among media channels, both old and new. Their success serves as a shining case study for how long-term players in financial services can benefit from all that the new paradigm offers in communications, and now offers to financial service organizations.
http://www.bdionline.com/
Presentation: Bitcoin & The Sharing Economy
Presented by: Nikos Bentenitis, Chair, Education Committee, Bitcoin Foundation, and Founder, CoinSimple
Bitcoin is a digital currency and payment network that has attracted significant attention recently. In his talk, Nikos will briefly describe Bitcoin and a few potential applications of the technology in financial services. The purpose of the talk is to provide you with a framework that you can use to think about the Bitcoin technology in your business.
http://www.bdionline.com/
Presentation: Hearts, Heads and Hands: How cupcakes, sidewalk chalk, and the story of a teen driver connected a CEO with his workforce and connected the workforce to the company strategy.
Presented by: Stephani Gordon, Internal Communications Business Partner to the CEO, Zurich Insurance Group
With an employee demographic that trends outside the ‘social’ scene, Zurich Insurance Group has achieved tremendous communications and engagement success by refreshing traditional marcomm channels with enticing storytelling, strong visual imagery, creative video and ‘social’ buzz. Stephani Gordon will share several executive communications project samples that include a strategy rap, a mobilization campaign built on the concept of graffiti tagging, and a CEO’s invitation to people to ‘walk away’ from their desks. This presentation is the story of coaching senior executives on what it means to connect in today’s world.
Presentation: Content is still King: A look at best practices for creating and distributing quality Content
Presented by: Scott Mozarsky, President - Cross Platform Businesses , Bloomberg BNA
This session will focus on best practices for creating Content that will enable marketers to achieve strong ROI in their Content Marketing efforts. The session will also focus on the elements of a multi-faceted engagement and distribution strategy that will ensure that if you build it, they will come.
Presentation: Developing and Sustaining an Effective Mobile Strategy
Presented by: Varun Parekh, Director, Sales Technology & Operations, Bankers Life and Casualty
A look into how Bankers Life has invested in an integrated and long term mobile strategy to grow business and reduce expense.
Presentation: Make Friends First, Do Business Last: Relationship Marketing Using Social Media & More
Presented by: Phil Gerbyshak, Director of Social Strategy, Actiance, Inc
Are you wondering how you can do social media the right way, without pushing your products and services? Do you want your company and your employees to be top of mind when people are thinking of where to go for what you offer? The key is making “friends” first, and doing business last. It's no longer enough to just BE on social media as a business. You need to be using it effectively, and you need to engage your employees to tell your stories and show you as the place to go in your community.
Presentation: The New Communications Paradigm in Financial Services: The Penn Mutual Case Study
Presented by: Joe Anthony, President, Financial Services, GregoryFCA
Join Gregory FCA and The Penn Mutual Life Insurance Company as they present a blueprint for creating a best practice communications platform in a highly socialized, networked world. Penn Mutual provides a compelling blueprint for optimizing communication among media channels, both old and new. Their success serves as a shining case study for how long-term players in financial services can benefit from all that the new paradigm offers in communications, and now offers to financial service organizations.
Presentation: Using Social Media Ethically
Presented by; Erin Wright Lothson, Corporate Counsel, Intellectual Property, Groupon, Inc.
This segment will briefly discuss the Illinois Rules of Professional Conduct and how these Rules apply to Illinois lawyers and their use of social media. We will review common issues that arise by using social media and will cover recommendations and best practices to mitigate the risks of an ethics violation.
Presentation: The Power of Social Media: Attracting the Next Generation of Clients
Presented by: Trevor Daughney, VP Marketing, Actiance, Inc
The most important thing sellers can do for their firm is bring in new clients. There is a major movement of wealth a foot: from Baby Boomers to Millennials. Financial advisers and wealth managers need to shift their focus to a younger generation. To be successful, they need to change how they communicate.
In this presentation, you’ll learn that:
These young people are increasingly on social networks and stepping away from email.
Financial firms need to adjust to this change.
Marketers, compliance officers and corporate counsel can overcome the challenges and lead their firms to make the switch.
Empowering your sellers to use social media can help close more deals.
Presentation: It’s a Marathon, Not a Sprint:
How to Build a Successful Social Media Strategy from Scratch
Presented by: Bethy Hardeman, Communications Manager, Credit Karma, Inc.
Learn how Credit Karma grew its Facebook fanbase from the hundreds to the hundreds of thousands (and still growing!) with a slow-and-steady strategy. If there are two things I know, it’s how to train for a marathon and how to grow a social media fan following. Of course, it starts with an awesome product that people love. But what’s next? In this session, I’ll talk you through how Credit Karma has grown its social media following, mistakes we made along the way and specific strategies you can use in the financial services realm.
Presentation: The Power of Celebrity and Partnerships, Your Brand and Your Online Audience
Presented by: Jennifer Smith, Director, Communications and Marketing, AriZona Iced Tea
Since joining AriZona Beverages last year, we have successfully launched three new beverages to market without ever advertising. How did we do that? By tapping into the power of our celebrity partners, our strategic brand partners and our online fans, who have become Ambassadors for our brand.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
Buy Verified PayPal Account
Looking to buy verified PayPal accounts? Discover 7 expert tips for safely purchasing a verified PayPal account in 2024. Ensure security and reliability for your transactions.
PayPal Services Features-
🟢 Email Access
🟢 Bank Added
🟢 Card Verified
🟢 Full SSN Provided
🟢 Phone Number Access
🟢 Driving License Copy
🟢 Fasted Delivery
Client Satisfaction is Our First priority. Our services is very appropriate to buy. We assume that the first-rate way to purchase our offerings is to order on the website. If you have any worry in our cooperation usually You can order us on Skype or Telegram.
24/7 Hours Reply/Please Contact
usawebmarketEmail: support@usawebmarket.com
Skype: usawebmarket
Telegram: @usawebmarket
WhatsApp: +1(218) 203-5951
USA WEB MARKET is the Best Verified PayPal, Payoneer, Cash App, Skrill, Neteller, Stripe Account and SEO, SMM Service provider.100%Satisfection granted.100% replacement Granted.
12. There’s Almost Always an App for That
When was the last time you couldn’t…
…find your way?
…plan your day?
…get the best price?
…find the best product?
…etc.
13. But What about Banking?
Almost every bank app today is…
…a digital version of a paper statement
…unable to give you meaningful insights
…focused on selling more banking services
When it comes to innovation, banks have
often resisted changes that benefit consumers
• Overdraft Fee Reforms
• Same Day ACH
• Student Loan Refinancing
What is the behavior change we’re trying to drive?
14. "Apple will sell a few to its fans, but the iPhone
won't make a long-term mark on the [financial]
industry."
Bloomberg, January 14, 2007
This is how the industry thinks about disruptions
17. ELIMINATING FRICTION
In a perfect world you would
• buy everything at a discount
• without a physical wallet/purse (Apple Pay)
• and without having to check out
The goal is to make spending invisible
with little thought to the consequences.
18. No one. Ever.
“I really wish it were easier
for me to spend my money.”
23. So What is the real Need?
Tough financial times for Millennials in the US
Average debt $45,000
Avg. credit cards 3
Unemployment 12.4%
Live with their parents 24%
Don’t pay bills on time 42%
No cash savings 70%
24. Can it work the other way?
Financial apps can be built to make saving,
not just spending, easier.
25. Transform the retail banking
account into a primary financial
app
Cost-effective business
model focusing on financial
wellness
3-5x interactions a day with
higher engagement than any
other basic banking product
✓
✓
✓
Reinventing Personal Banking
26. 1 2 3
Download the app,
use debit card or
contactless sticker
Get instant feedback
with every purchase
Track spending
across all accounts
Send money easily
with social integration
4
The Phone as Your Account
27. The New Way of Getting Around
Context:
Where Am I
Control:
What Can I Do
Advice:
What Should I Do
Action
How do I do It
28. The New Way of Getting Around
Context:
Where Am I
Control:
What Can I Do
Advice:
What Should I Do
Action
How do I do It