Financial Services publik
[search 0]
Lebih

Unduh Aplikasinya!

show episodes
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industries great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
 
This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
Loading …
show series
 
Pete Everitt is a Digital Strategist & Consultant | Helping businesses achieve through Web Development, SEO and Digital Marketing. He is the co-founder of https://seohive.co/ Director of: https://www.so-theagency.com/ Check out his podcast: https://www.peteeveritt.com/podcast/Oleh Alex Curtis, Pete Everitt
 
Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. In accordance with the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
 
Walter Obermeier has worked for some real powerhouses of tech, HP, Accenture and UiPath. At 16, he had his first insight into the power of technology and IT in banks. In his view, technology is something that you use in a bank, and it's necessary and a tool, but it will not deliver growth. Instead, growth is delivered by people. The most important …
 
As we close Series 13, host Julia Streets is joined by Eli Albrecht, Associate Attorney at Gibson, Dunn & Crutcher LLP, and George Bettany, Co-founder of Sanctus. Together they share their personal and professional insights exploring the value of balance, rest and mental health and offer suggestions about how to navigate the balance in demanding pr…
 
This week on Flex and the City I talk with Johnny Black, Head of Commercial & Strategy, Advisor Sector, abrdn Jonny Black is far from Black - he's colourful, sparkly, and energetic which is just what the industry needs. Not afraid to challenge and call things out. Fresh air. Jonny celebrates difference - and the power that difference (we even talke…
 
In this Swift Chat -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age. Lear…
 
Today’s guest is Julien Cerutti, Vice President for Sales & Client Success, Enterprise Americas at Meltwater. Meltwater is a financial services company that focuses on drawing insights from outside data sources from various sources. Our focus this week is the topic of unlocking the power of external data. In this episode, Julien discusses a particu…
 
In part 2 of "Things You Need To Know About Financial Services Websites" covers website hosting and security. This should help you make the right decision in which hosting package and company you use to ensure your site loads quickly and doesn't get hacked!Oleh Alex Curtis
 
OK, so they’d probably be a bit funnier than us two, but Ralph Jackson of Lansons has been doing policy making on behalf of financial services firms since before I even knew it was a thing. He has a wealth of knowledge and insight about how the system works and how firms engage with political change.…
 
There are some important things you need to know if you have or are planning on launching a website. Alex shares some key lessons so you can avoid some incredibly stressful situations.Here's everything you need to know about domain names.Oleh alex curtis
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidanc…
 
Victor Iancu leads the Business and Service Design practice of KPMG in Romania and Moldova. He is a serious UX design and strategy guru, a seasoned business strategist and advisory leader supporting private and public sector clients in an emerging economy for almost 20 years. He combines strategy tools, business & economic research with design thin…
 
The state pension age is being reviewed so I’ve put together some facts, figures and reflections on our state pension and why the whole mess is Bismarck’s fault. I've included a comparison with how the French do it. I’ve also looked at the Government’s response to the DWP Committee’s report on pension freedoms and what it tells us about government …
 
The lang cat’s own ace data and insights analyst Steve Nelson, and antipodean refugee turned Citywire journalist James Fitzgerald talk through what’s happening in the world of retail investment platforms. Also, why Transact is the Sergei Bubka of platform pricing. If you want to know more about the lang cat's research into the platform market, head…
 
When you understand what's great about your favourite lead source you can then start to replicate the quality.In this episode, we uncover your favourite lead source and deconstruct what's great about the enquiries. We then use this to work out how we should market our business.It's the ultimate introduction to online lead generation.…
 
I've heard over the years from a number of sources that Christophe Girondel is a respected leader. Even at the beginning of the podcast recording, Christophe creates a climate of trust. He stands for trust and authenticity. We talked about the Nordic influence on his leadership which I've coined "Hygge" Leadership but we also talked about the power…
 
Prakash Pattni is MD, Financial Services Digital Transformation, responsible for partnering with financial services clients to deliver their transformational outcomes through IBM Cloud. Prakash spent over 20 years working at esteemed banks, such as JPMorgan and Goldman Sachs. Bringing deep financial services experience gained across technology, inv…
 
In this Swift Chat, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients. The two discuss converting referrals into engaged introductions, why …
 
Joseph Stone Capital helps LPs to find the best PE firm to park their funds for significant returns on investment. It analyzes the past performance of the fund and also checks where the PE firm would invest its funds and what is the upside potential before recommending a PE fund. Joseph Stone Capital, LLC is a Full-Service Broker firm with decades …
 
Not the definitive list of problems but a walk through some of the key pension policy issues that are on my mind, including pension freedom and taxation, Value For Money and Consumer Duty, the Statement Season that isn’t, the lack of joined-up-ness on the Stronger Nudge and the Treasury’s plans for regulatory reform. If you have any feedback on thi…
 
In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance…
 
Please help support Paul raise money for Cancer Research UK "In 2022, I wanted to find a fundraising event that was very different, something that might inspire people to donate their hard earned money. Now the dieting, hard work and sacrifice begins to make sure I’m ready for Fri 13th May, I am no spring chicken so this is without doubt the hardes…
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidanc…
 
In this episode, we talk to Constantin Mareş, the Chief Digital Officer of OTP Bank Romania and a serious transformation expert. He has over 20 years of banking experience and is an experienced technology leader within the banking sector. A firm believer that an engaged and motivated workforce, one that is aligned, and committed to a strategy, is k…
 
Few individuals or organisations involved come out of this looking good. Philippa Hann of Clarke Wilmott gives an excellent explanation of what's been happening at British Steel; we also talk about some of the persistent flaws in the regulatory regime, including Professional Indemnity insurance and the regulation of Appointed Representatives.…
 
First of all, I don’t claim to be a social media expert, influencer or strategist. Our business creates social media content but it’s not a core part of our service. We don’t rely on getting leads for our clients or our own business through social media.Social media has had an impact on my business though so I want to explain how, why and what I do…
 
This week’s guest is Brett Beranek, Vice-President & General Manager of Security & Biometrics Line of Business at Nuance Communications. In today’s episode, Brett speaks with us about the fraud-related trends in the financial services industry as a result of COVID and some of the concrete use-cases we could consider to address them moving forward. …
 
Host Julia Streets is joined by Jeremy Seeff, partner at Epstein Rosenblum Maoz (ERM) and Director of LGBTech, and Nava Swersky Sofer, a board member, CEO and consultant on innovation, entrepreneurship, venture capital and technology transfer. Together they discuss the vibrancy and innovation of the rise of the tech industry in Israel. They look at…
 
Now the dust has settled, Rachel Vahey from AJ Bell talks about the Spring Statement and what it means from the perspective of the financial services industry. We also talk about the boundary between advice and guidance and what can be done to meet the needs of consumers.Oleh the lang cat
 
This week on Flex and the City we interviewed Denise Thomas who is the COO of abrdn. Authentic isn’t quite a big enough word to describe Denise Thomas. I prefer the acronym WYSIWYG or Down to Earth; Real; Fun. I would work for Denise. I connected with Denise because she’s genuinely interested in people. She is curious about people. Deeply curious. …
 
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Travis Parry, a speaker, coach and author who has a Masters degree in Psychology and a Doctorate in Family and Human Development. Travis focuses on helping people achieve balance in their life. The two discuss what led Travis into this field and how he helps advisors reach t…
 
Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. In accordance with the rule the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
 
In this episode we focus on black and ethnic minority enterprise and investment. Host Julia Streets is joined by Eric Collins, CEO and Founding Member of Impact X Capital Partners and Host of Channel 4’s The Money Maker and Ali Kazmi, Founder of Ethical Equity. Together they discuss how investing in black and under-represented entrepreneurs will be…
 
Loading …

Panduan Referensi Cepat

Google login Twitter login Classic login