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Innovation in Financial Services

A discussion of trends in innovation management within financial institutions, and the key processes, technology and cultural shifts driving innovation.

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Data Analytics in Wealth Management

Wealth Management is undoubtedly in a period of constant change, motivated in part by changing investor preferences, regulatory developments, and evolving technologies. As Wealth Managers formulate business and technology strategies, discussions on a variety of areas ranging from how best to integrate new and legacy applications, selecting suitab...

/ai

Linda Zaikovska-Daukste

Linda Zaikovska-Daukste Co-founder | COO | CFO at UXDA

Increasing Demand of Digital Financial Product Through Value

We have all heard of products that offer several features but still do not retain their share of the market. At the same time there are the “fortunate ones,” who seem to do nothing but have incredible demand anyway. Why is it? What does it depend on, and how do we use it purposefully? To answer this question, I will take you thorugh the five stage...

/startups

Retired Member

Retired Member 

DMP vs CDP

The Financial Services sector has undergone a radical digital transformation in recent times. This change can be attributed to the popularity of services such as digital banking, online trading, and online insurance schemes. Going the digital way has also resulted in the generation of large amounts of digital data. As the industry is highly data-d...

/inclusion

Retired Member

Retired Member 

Build or Buy a Customer Data Platform: How should Financial Marketers evaluate this?

Marketers in the financial services sector has been seen many a times confused when it comes to build or buy a customer data platform. It is quite difficult for them to evalute the entire process without knowing in-depth information about it. So, lets get dive into the differeneces, pros and cons for buy or build customer data platform Factors to ...

/inclusion

Thomas Pintelon

Thomas Pintelon Head of Strategy at Capilever

How liquid asset based lending brings benefits to both banks and their customers

Imagine you have a short-term cash need [university fees for your kids] but you do have some long-term bonds in your investments portfolio. Wouldn’t it be great if your bank allows you to temporarily block these assets and get a short term loan facility to bridge the gap? Lending against liquid assets that customers hold within their bank, is an u...

/retail

Mark Cresswell

Mark Cresswell CEO at LzLabs

Insurance tech: should legacy applications stand in the way of innovation?

The insurance industry is ripe with innovation. Tempted by the fruits of technological change, insurers seek greater opportunities for data collection, smart, adaptive policies and fraud detection that can lead to better risk identification and mitigation measures. For traditional players, existing IT infrastructure stands firmly in the way of thi...

/devops

Tom Blacksell

Tom Blacksell Managing Director B2B at Experian

Technology key to stop consumers leaving before the checkout

We continue to live through a period of significant economic and political uncertainty and that is putting extra pressure on organisations to make more efficient and effective decisions. Acquiring a more sophisticated view of our customers behaviour and the markets we serve is critical, if we are going to survive and thrive in these unpredictable ...

/ai

Ron Cogburn

Ron Cogburn CEO at Exela Technologies

Where to Automate Your Business To Drive The Most Innovation

"In this world there is always danger for those who are afraid of it." George Bernard Shaw This article is a reprint from my recent article for the Forbes Technology Council Innovation is often framed as a eureka moment, but really, it’s more of an iterative process based on short-term needs. I’ve seen this time and again in the world...

/ai

David Bernard

David Bernard Managing Director, Decisioning Software at Experian

10 reasons why automation is good for financial service providers

The topic of automation is top of the minds of many businesses across the UK. In fact, Experian research shows 2 in 5 businesses plan to automate many of their current processes this year, specifically investing in advanced analytics, such as AI, to make this happen. However, this doesn’t come without challenges. Even the definition of what automa...

/cloud

Retired Member

Retired Member 

Is Your Banking User Centered? UX Cheklist and Tips to Integrate Right Away

In the digital age, in which there's an app for everything and almost everyone is able to build one, experience is what makes a difference. FinTechs are continuing their confident victory march in the monopoly once owned only by the big banks. That's why it has never before been so critical for financial product success, or even survival, to deliv...

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