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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.
 
If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
 
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.
 
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 ...
 
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 industry's 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
 
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
 
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 ...
 
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Alex and Tessa talk through their current podcast recording equipment and how that may have changed since episode 1. You'll get an idea of what kind of investment you might need to make to get started. Brought to you by the team at The Lead Engine who use podcasting as part of financial services content marketing to generate leads.…
 
HolyWally 👉 https://bit.ly/3h2hkWl Omar Halabieh, Head of Technology at Amazon Payment Services joins us as our 10th guest. By now, our panel of guests have managed to sketch an overarching theme of the vast and diverse financial landscape. If financial services are to achieve financial inclusion and answer for the 1.6 billion people unbanked, tech…
 
In this episode, host Julia Streets is joined by Danny Harmer, Chief People Officer for Aviva Plc. As an ally, Danny shares her views about the privilege of allies, how allyship can drive meaningful change and the ways in which advocates and active bystanders can support and amplify the diversity and inclusion agenda. Together they explore the gene…
 
Steven Van Tuijl is a Leader. Human, Humble and Honest. A man born in the flatlands of the Netherlands, he shares his passion for taking inspiration, energy and perspective from the Swiss Alps. He shares stories of the great Ray Dalio as well as the incredible ability Michael Schumacher had to harness the collective within the team to ensure succes…
 
Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. 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 week’s guest is Sankar Narayanan, Chief Practice Officer at Fractal. Fractal is a unicorn company focusing on services and solutions in various industries, including financial services. In this episode, we unpack what the post-covid world looks like from a priorities standpoint for financial services leaders. Sankar shares perspectives from ac…
 
In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including: - Micha Baxley, Vice President of Business Development of Allianz Life Ins…
 
Alex & Tessa talk through their experiences of launching their own podcasts and what we do with our clients at The Lead Engine Thinking about launching a new podcast yourself? You may be thinking "How long should the episodes be?", "How often should I release episodes?", "Should I do solo or interview episodes, or both?" In this episode, you'll lea…
 
In this episode, host Julia Streets is joined by Bukola Adisa, Founder/CEO of Career Masterclass and Joseph Williams, Founder and CEO of Clu. Together they look at some of the barriers to entry into the workforce for ethnic minorities, refugees, and people with disabilities, and how social mobility could sustain the pipeline of the current skills g…
 
HolyWally 👉 https://bit.ly/3h2hkWl The payments revolution of the past few years shows no sign of slowing. In fact, propped up by the dizzying speed of eCommerce growth since the pandemic, fintech companies around the world have long prepared for a scenario referred to as the death of cash: the accomplishment of a completely cashless society. Howev…
 
Connect with Darin on Linkedin and check out Bomb Bomb for yourself Brought to you by the team at The Lead Engine who specialise in generating mortgage leads, bridging leads, pension leads, wealth management leads, and equity release leads.Oleh Darin Dawson, Alex Curtis
 
Marius Istrate is an advisor and investor in tech startups that wish to go global as well as partnering with venture capital firms to help accelerate their portfolio's growth. He was Chief People Officer at UiPath between 2017 - 2020, setting up and running the company's people and talent function during its rapid growth from 100 to 3,000 employees…
 
Kavitha Ramachandran is a legend in the Luxembourg financial services industry. In this podcast, Kavitha shares her story of growing up in Chennai, coming to Europe and joining the financial services industry. Kavitha embodies a growth mindset. She is deeply curious, authentic, open-minded and prepared to step out of her comfort zone. Courageous an…
 
In honour of World Menopause Month, host Julia Streets is joined by Sam Simister, co-founder of GenM and Rachel Lankester, founder of Magnificent Midlife. Together they focus on redressing the balance and creating a more positive discussion about the menopause, while also focusing their attention on some key areas of concern, for example gendered a…
 
Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. We 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.…
 
In this second conversation, which forms part of a two-part special episode celebrating and understanding neurodiversity, host Julia Streets is joined by Dan Harris, CEO of Neurodiversity in Business. Dan shares how it is important to welcome, maintain and retain neurodivergent talent. They discuss the realities of self-disclosure through the recru…
 
Welcome to Series 2 Episode 4 of Spotlight on Financial Services Tax Series. Tetiana Sphak will kickstart the conversation with Bilal Abba (Director - Middle East Tax Information Reporting Leader) on the proposed amendments to the Common Reporting Standard as well as a release of a new global tax transparency framework, which introduces the automat…
 
In the first episode of this series on Financial Services Transfer Pricing: The rise and rise of digital banking, Safae Guennoun, Zachary Noteman and Zeeshan Humayun discussed, amongst other aspects, the importance of transfer pricing considerations from a banking perspective; key transfer pricing considerations when launching a digital bank; how t…
 
Micaela Forelli is the first Italian to be interviewed on Flex & the City. As with many Italian greats, she is innovative, kind and visionary. 🇮🇹 Micaela talks about the critical importance of continuous innovation in financial services, plus how some of the softer leadership skills such as caring, being inclusive, getting curious, and maintaining …
 
Here at The Lead Engine, we see a lot of data on a daily basis. The majority of that data and probably the most important is analysing the website visits that make and enquiry vs those that don't.With millions of pounds spent over a 20-year period, you start to build an excellent picture of what works and what doesn't. There are some key things tha…
 
Today’s guest is Nirupam Sarkar, VP of Data Science at Fidelity Investments, a legacy financial institution that presides over about $4.5 trillion in assets under management. In today’s episode, Nirupam discusses two workflows with broad applications across regulation-heavy industries. He also details use-cases involving summarization in wealth man…
 
In this first conversation, which forms part of a two-part special episode, host Julia Streets is joined by Lou Anderson, Senior Sales Development Representative at Connectr to discuss neurodiversity. Lou shares her personal journey, of living and working with Autism and Attention Deficit Hyperactivity Disorder (ADHD), talking about the language of…
 
A report by the MENA Fintech Association found that the region has historically been inclined to cling to cash payments, and the banking sector has been slower to adapt. Despite this, the report also concluded that 7 out of 10 payment transactions in the Middle East will be non-cash in 2023, with the UAE more specifically likely to account for 73 p…
 
For anyone who has worked in the financial services industry in Luxembourg, you will undoubtedly have heard of, worked for or met the inimitable Chris Edge. Chris shared the importance of doing the right thing and supporting others without fear. Chris talks about the need to take opportunities as they come up and for leaders to embody an "entrepren…
 
Radu Georgescu is a serial entrepreneur and Venture Capitalist with over 30 years of experience founding and developing software, Internet, and eCommerce companies. He managed successful exits including the acquisition of RAV antivirus technology by Microsoft, ePayment business by Naspers, Avangate by Francisco Partners and Vectorwatch technology b…
 
To kick off Series 14, we are joined by two titans of tech, Russ Shaw, Founding Partner of London Tech Week and London Tech Ambassador for the Mayor of London and an advisory member for Founders4Schools, and Dr Sue Black, technology evangelist, digital skills expert and Professor of Computer at Durham University.In this two-part interview, we discu…
 
In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Founder and CEO of AdvisorEngine. The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of thei…
 
It's been a year since our last Google Ads FAQs episode so we've done a little update for you. We're often asked how much you need to spend on ads, what you need and how it works.Tom Maplethorpe and Alex Curtis discuss everything about Google Ads for financial services.Oleh Tom Maplethorpe, Alex Curtis
 
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's comprehensive system improves the h…
 
Open banking describes the process of banks and other traditional financial institutions opening up data for regulated providers to access, use and share with their customers' permission. In an age where most of us are concerned about our data privacy, this might sound unsafe, but putting these infrastructures in place allows banks to ultimately im…
 
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