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Disrupt or Be Disrupted – A quick guide on how fintech companies are changing the financial services industry landscape Free white papers, case studies, magazines, and eBooks

A guide to establish an ascendancy of innovation for the financial services industry. 

It used to be that financial services companies and technology companies traveled side by side, sometimes on the same roads but not usually in each other’s lanes. But now, the lines between financial services and technology firms have blurred to the point that the roads are a free-for-all and previously distinct sectors are colliding. Many technology companies are applying for financial services licenses, and financial organizations have begun calling themselves technology companies.

Fintech, or financial technology, is at the epicentre of this transformation. The financial and technology industries are both using it to sharpen operational efficiency, lower costs, improve customer experience, and heighten the appeal of their products and services. They’re also carving out new commercial possibilities. “Digital-only banks are offering redesigned client propositions and cost profiles. Investment managers are deploying fully customized Robo-advice. Insurers are using sensors to monitor people’s health and help prevent illness. And according to a recent PwC survey, consumers are ready for the digital shake-up.” The question is no longer whether fintech will transform financial services, but which firms will apply it best and emerge as leaders.

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Disrupt or Be Disrupted – A quick guide on how fintech companies are changing the financial services industry landscape Free white papers, case studies, magazines, and eBooks

 

A guide to establish an ascendancy of innovation for the financial services industry. 

It used to be that financial services companies and technology companies travelled side by side, sometimes on the same roads but not usually in each other’s lanes. But now, the lines between financial services and technology firms have blurred to the point that the roads are a free-for-all and previously distinct sectors are colliding. Many technology companies are applying for financial services licenses, and financial organizations have begun calling themselves technology companies.

Fintech, or financial technology, is at the epicentre of this transformation. The financial and technology industries are both using it to sharpen operational efficiency, lower costs, improve customer experience, and heighten the appeal of their products and services. They’re also carving out new commercial possibilities. “Digital-only banks are offering redesigned client propositions and cost profiles. Investment managers are deploying fully customized Robo-advice. Insurers are using sensors to monitor people’s health and help prevent illness. And according to a recent PwC survey, consumers are ready for the digital shake-up.” The question is no longer whether fintech will transform financial services, but which firms will apply it best and emerge as leaders.

 

 

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Free Finance Magazines and Downloads from vcdynamics.tradepub.com

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Beyond Apps: The SMS Opportunity in Financial Services Free white papers, case studies, magazines, and eBooks

In this guide, we look at how mobile messaging excels at delivering empathetic CX – and how to get started.

Read the guide to discover:

  • Why mobile messaging is a complementary channel (not a replacement) for mobile apps
  • How branded, interactive RCS messaging will transform CX
  • Examples of empathetic moments for financial services customers
  • What you need to look for in a messaging partner

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Five Ways Appian Helps Financial Institutions Turn Ideas to Impact — Fast Free white papers, case studies, magazines, and eBooks

Is your financial institution able to drive innovation quickly? How can the financial services industry transform core architectures to build the digital future—one that integrates Artificial Intelligence (AI), Robotic Process Automation (RPA), FinTech, and RegTech—without having to retool to get started? Financial services institutions are spending 15 to 25% of their IT budget on entrenched legacy systems. They must find new ways to innovate and differentiate in the midst of digital disruption without expensive, lengthy retooling.

Discover the benefits of low-code, a simpler way to create powerful software that innovative banks and capital markets providers are adopting to drive breakthrough value. Use low-code to increase your speed to market, operational efficiency, compliance, customer journeys, and power to innovate—fast.

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Why Law Firms Should be Concerned with Financial Crimes Risk Free white papers, case studies, magazines, and eBooks

Legal firms routinely handle large sums of money on behalf of clients, which ‘clean’ the money by disguising its origin. This creates a significant overlap between the services a law firm offers and money laundering methods; thus, designating the legal sector as a high-risk industry. 

Amidst greater pressure on the legal industry to address financial crime compliance, how can you protect your law firm from risk, improve regulatory compliance, and avoid fines or reputational damage?

Download this in-depth infographic that covers in detail:

  • Guidelines and best practices to help firms and solo-practitioners ensure compliance 
  • 3 considerations when implementing best practices
  • The current compliance landscape including: screening challenges; common approaches to financial crime compliance; what defines risk; and typical risk screening standards.

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CXO’s Guide To Improving Healthcare’s Financial and Clinical Performance Free white papers, case studies, magazines, and eBooks

As you undertake the journey of digital transformation for your organization, are you able to bring in the desired changes in how you serve your customers by offering more personalization and therefore improvement in patient engagement and experience while controlling the associated costs.

Download this eBook that is exclusively curated for you to learn how you can improve your healthcare practice’s financial and clinical performance and administer overall ecosystem efficiency.

  • What are some of the challenges and factors driving this transformation (e.g. Disruptors like health tech, rising labor costs and low productivity )
  • How do you bridge the consumers engagement gap with their health?
  • How do you reinvent hospital operations and administrations?
  • How do you bend the healthcare cost curve?
  • How do you administer overall ecosystem efficiency?

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The Economist – The Road Ahead: AI & The Future of Financial Services Free white papers, case studies, magazines, and eBooks

In this new study from the Economist, companies report how AI will transform their businesses in a number of ways over the next five years. The benefits include spurring the creation of new products and services, opening up new markets and industries, and paving the way for innovation. Explore the transformative nature of AI and how it can improve customer and stakeholder relationships.

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How to Effectively Manage 2020’s Financial Issues Free white papers, case studies, magazines, and eBooks

From compliance and risk to digital transformation and community intelligence, leaders need the right tools to manage the unknown.

In addition to his five strategies, Tony will also discuss:

  • How to mitigate risk and gain greater control over compliance hurdles
  • Ways to improve resilience and stay strong despite market volatility
  • Key KPIs to monitor in order to improve efficiency

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Real Cases of Salesforce Platform Put to Work for Financial Services Companies Free white papers, case studies, magazines, and eBooks

As many Salesforce platform’s offerings were designed with financial services in mind, Salesforce by far surpasses other platforms, be it advanced analytics, integrations, or data models. 

But the Salesforce platform alone does not do miracles. In fact, the Salesforce ecosystem has so many options that our clients are sometimes overwhelmed by the possibilities — that’s where an external help comes handy.

We combined this brochure to demonstrate how the BFSI companies evolved into unique systems by making Salesforce characteristics operate together.

Typically, the financial service companies suffer the pains with: 

  • quality deployment vs timely project implementation 
  • fitting integration model vs optimal interoperability 
  • talent gap vs financial services enterprise scalability 

 

We know how to deal with that. Don’t take our word for it. See for yourself.

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Tips to Kickstart Your Financial Planning Services During Volatile Times Free white papers, case studies, magazines, and eBooks

Date: Wednesday, June 24, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion Advisor Tech

The current economic downturn may have your clients making emotional or quick investment decisions, and it’s up to you to guide them through these uncertain times by grounding them with a solid financial plan. Market declines can be viewed as a time to beef up your financial planning services and refine your clients’ strategies — which could result in business growth.

Join this complimentary webcast for tips to kickstart your financial planning efforts during volatile times. You will learn how to:

  • Introduce planning services through a variety of what-if scenarios
  • Implement actionable recommendations to increase your financial planning services
  • Use best practices to market yourself and your business to existing and new clients
  • Gain additional revenue

Speaker:

Jake Leise | Senior Product Marketing Manager | Orion Advisor Tech

 

1325-OAS-5/20/2020

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