January 28th 2021, 3:00 pm
The financial institutes are recognizing the importance of improving Know-your-customer (KYC) and compliance processes as they focus on reducing their operational cost towards the labor-intensive, unnecessary repeated and manual work involved in this area. This, combined with effect of the pressure from the regulators to enhance their KYC refresh efforts, there is a need for a stronger, resilient and scalable compliance network.
January 21st 2021, 7:00 pm
With the FCC’s June 30, 2021 deadline quickly approaching, STIR/SHAKEN and call blocking are top of mind for many contact center and customer experience leaders. In addition, increased consumer distrust in phone calls is making it more difficult than ever for businesses to contact their customers. Join us for this webinar as legal and operations experts take an in-depth look at the impact of this new rule.
January 19th 2021, 7:00 pm
There has been an unprecedented influx of new online consumers and businesses launching new digital products with urgency. At a time when digital transformation is running at a sprint, what should fintechs and lenders be doing to avoid stumbling over the all-important hurdle of online security? We will discuss how strategies must change depending on the threat, and how to ensure enterprise-level security that makes fraudsters’ attacks far too difficult to execute.
December 17th 2020, 7:00 pm
In this session, an expert panel will discuss the future of collateral valuation in digital lending, what collateral valuation will look like in five years and the most recent exciting developments, the future of appraisal inspections and the role of non-appraisers, and more.
December 16th 2020, 7:00 pm
Brian Kale, Head of Customer Success at Bank Novo, will share the story of what they did from day 1 to manage their rapidly expanding customer base, and he will be joined by Kristen Durham, VP of Startups at Zendesk, to share what she's seen at countless other fintech startups as well as findings from Zendesk's 2020 Startups CX Benchmark report.
December 10th 2020, 7:00 pm
The social imperative in finance is clear: Consumers want to do with business with brands committed to fairness and inclusion. Talent and capital want to affiliate with companies that set high standards for diversity and belonging. What's being done to meet these social and business goals and reverse generations of bias and discrimination in financial services?
December 10th 2020, 2:00 pm
A seismic shift is expected to Financial Institutions Know Your Customer processes over the next two years, with digital identity verification technology providing the most significant change. For decades, the only real way to verify someone’s identity online was to compare self-reported information, usually captured on an online form, to a third-party database or credit bureau.
December 7th 2020, 9:30 pm
Hear from Congressman Lynch, Chairman of the Financial Technology Committee and Congressman Foster, Chairman of the Artificial Intelligence Committee as they talk about their goals for Fintech in the new Congress.
November 19th 2020, 7:00 pm
The speed in which you reach new customers, deliver personalized offers and can scale will determine if you are a leader or be left behind. Traditional institutions have been stuck in the slow lane, trying to compete with new agile competitors that are siphoning off customers with compelling digital offers. Regardless if you’re an existing bank or credit union looking to accelerate your digital capabilities, a neo bank looking to stand up a completely cloud-based bank or a Fintech looking to serve the financial needs of a market niche, the technology enablers remain the same.
November 18th 2020, 7:00 pm
Join us for a live panel discussion around the current state of identity verification as more financial organizations and businesses move to digital. From this discussion, you’ll learn: how online abandonment impacts your conversion rates, 5 tips for streamlining onboarding and understanding the pitfalls of traditional KYC and Identity Verification
November 5th 2020, 7:00 pm
Deals are moving faster and becoming more complex, yet too much of the process is still organized in an inefficient way. This webinar will look at streamlining the painstaking deal process in debt capital markets.The panel will discuss how deal teams are innovating to operationalize all phases of the deal lifecycle. The smart money is moving to collaborative deal marketing platforms to close deals faster while reducing risk, increasing efficiency and gaining actionable insights into deal activity.
November 5th 2020, 3:00 pm
In these economically fraught times, lenders need more tools than ever to manage risk and create loan products that better suit small-to-medium enterprise (SME) borrowers’ needs. Thankfully, digital technology is now starting to deliver those tools through the next generation of financial technology. Lending 3.0 intelligently bridges the gap between lending and payments to help realise previously inconceivable lending propositions.
October 29th 2020, 5:00 pm
Efforts to contain the spread of COVID-19 this past spring effectively stopped the U.S. economy. With lockdowns now eased and businesses attempting to get back to normalcy, lending institutions face a new and unfamiliar environment. During this fireside chat, with leading industry innovators, we will discuss consumer lending strategies that are helping them successfully navigate these turbulent times and support their employees, customers and communities through the recovery and beyond.
October 28th 2020, 6:00 pm
The panel will discuss how the current economic crisis has exposed the flaws in today’s credit decisioning processes and how a new approach led by open banking will transform the experience going forward.
October 22nd 2020, 6:00 pm
The risk landscape for unsecured loans has radically changed within the last year. As lenders work to find solutions to help identify well-qualified borrowers, they also face unprecedented consumer demands for technology-driven capabilities and convenience. Learn why some lenders are leveraging digital income and employment verifications to extend credit to more consumers and to help close more deals.
October 21st 2020, 6:00 pm
In this session, we'll review how you can bring the online and offline channels into a single journey for your customers. By leveraging marketing cloud technology, Cloud Direct, highly personalized direct mail touchpoints can be added into your customer's journey for increased ROI.
October 15th 2020, 6:00 pm
Now that we’re months into living with COVID-19, the need for FIs and other businesses to reexamine back-end operations is clearer than ever. With economic instability and uncertainty, many lenders have scaled back on lending and focused on managing their existing portfolio while data scientists work diligently to recalibrate models behind the scenes.
September 24th 2020, 6:00 pm
The promise of fintech has always included talk of how much technology can help transform the way we interact with financial services. Technology has its limits, building the right digital experience starts with a better understanding of what the customer needs and finding a better way to interact with each other.
September 17th 2020, 1:00 pm
Lenders across EMEA have typically approached credit with trepidation for a myriad of reasons: political conflict, economic uncertainties, changing regulations. And now with the ongoing impact of COVID-19, the lending industry is more complicated than ever for both lenders and borrowers.
September 16th 2020, 6:00 pm
The COVID-19 Pandemic has triggered an imminent credit crisis and the worse is yet to come. Loan loss provisions have skyrocketed, delinquencies and charge-offs will begin to mount. This panel will discuss how FI’s are in a unique position to be heroes as consumers and small businesses try to navigate these challenging times.
September 15th 2020, 6:00 pm
The pandemic has changed almost all aspects of banking and lending, with collections being more important than ever before. Industry experts will talk about best practices and future trends related to collections. What are best practices being applied today, related to outreach, modeling, and offers.
September 10th 2020, 7:00 pm
The digital revolution is here. This new era of customer engagement demands lenders to sharpen their focus on the customer experience. Federally funded stimulus initiatives have buoyed the consumer credit market through the pandemic. But for how long? Originations are down and delinquency statistics combined with accommodations make forecasting difficult. Now more than ever, there is a clear need for scalable strategies to drive consumer engagement.
August 27th 2020, 3:00 pm
With the ongoing crisis affecting delinquency rates, banks and financial institutions cannot rely on conventional methods to improve collections without affecting customer experience. Can banks make existing debt collection processes more intelligent with AI? This webinar will discuss how collections teams can be empowered with AI enabled risk segmentation, early prediction of delinquent accounts; and suggested treatment plans based on risk segment, which helps them improve efficiency and customer experience.
August 26th 2020, 7:00 pm
There has never been a more important time than now to build financial products that are fair and have the customers interests in mind. Fintech has come a long way in the last decade and it is now delivering on its promise.This panel will examine opportunities for companies and lenders to create new products that utilize financial data to help underbanked people in the U.S.
August 25th 2020, 6:00 pm
Banks, Lenders and FinTechs have spent the last months responding to the crisis. From office closures, the CARES Act and resulting economic impact, it feels like we have been in a constant state of reaction to market events. When will be the shift from reaction to proactively accepting this new normal? What does the path back to growth look like?
August 20th 2020, 3:00 pm
Expectations of financial services have never been higher. Customers expect frictionless and secure access, while demanding evermore streamlined registration processes. This webinar explores: How do you balance frictionless registration, secure identity management, and regulatory compliance?
August 18th 2020, 4:00 pm
In the last 6 years, LatAm fintech investment has grown from less than $50mn to more than $2.1bn. Some of the world’s hottest fintech companies call LatAm home and investors globally were anxious to get in while the market was hot. Then Covid happened. This webinar will look at how venture investors view the region’s fintech market today.
August 11th 2020, 6:00 pm
COVID-19 has changed the landscape for personal and business lending. Rapidly changing conditions for consumers and companies, coupled with factors like high unemployment, make legacy risk and lending models obsolete. In this panel discussion, leading financial services companies and technology providers discuss the trends in lending techniques in the era of COVID-19 and beyond.
July 28th 2020, 6:00 pm
COVID was a shock to the financial system as much as it has been a shock to society the last few months. Lenders of all stripes were forced to look at their systems and figure out how to overhaul any manual processes overnight. This session will examine some of the lessons learned and how to apply them to the new reality going forward. Manual has had its day, digital will be the way forward and ensuring these changes are efficient and safe is how lenders keep these customers for life.
July 22nd 2020, 6:00 pm
The economic downturn has caused financial hardship to businesses and individuals everywhere triggering impacts to cashflow and credit delinquencies. As a result, banks will have to immediately shift focus to remediation strategies in order to help customers who are in financial distress and act as a bridge towards financial recovery. Learn how to leverage insights and analytics to proactively educate customers, determine restructuring strategies and provide the support they need to reintegrate.
July 14th 2020, 6:00 pm
Changing customer expectations and demands have forever changed many industries, financial services and banking among them. The heart of providing an exceptional customer experience begins with analyzing each and every customer interaction so you can instantly discover warning signs of dissatisfied customers. Join this webinar featuring Calabrio, Idaho Central Credit Union, and LendingClub.
July 9th 2020, 3:00 pm
Decentralized Finance (DeFi) on public blockchains is one of the most interesting and quickly growing technological innovations to happen in financial services. The rapid growth of the blockchain ecosystem, specifically in regards to DeFi, has resulted in the influx of capital, entrepreneurs, and users to the ecosystem. This webinar will take a look into how the market is maturing and what the challenges look like.
July 7th 2020, 2:00 pm
With the onset of the current crisis traditional and digital banks find themselves working overtime to handle the influx of digital activity. Will this trend stick? Fintechs believe it is only a matter of time before customers came online with digital banking being more convenient and cheaper. Changing behavior is not easy as we’ve seen with past crises. This panel will discuss how customer behavior has changed since the pandemic started and if the short term trend will last.
July 2nd 2020, 2:00 pm
CBILS-accredited fintech lenders tell the story of the good, the bad and the ugly of the government programs. Should fintech lenders have access to the cheap funding that banks enjoy? What needs to happen to accelerate the funding to small businesses? How have the lenders adapted their systems to process the loans efficiently? What are the data and verification considerations?
June 30th 2020, 6:00 pm
Lenders today are under a massive amount of stress as many borrowers feel increased fluctuation in their financial health. In this webinar, hear from industry leaders at Salesforce and Truist on how they are managing demand volumes, relief requests and production operations in our new normal. Learn how lenders are leveraging technology to solve for the challenges of today.
June 29th 2020, 5:00 pm
Innovative fintech lenders and traditional institutions are growing their lending portfolios by offering specialty consumer and small business loan programs that address specific customer needs. Learn how lenders are utilizing a cloud based core banking system and services as a fully integrated lending platform or to extend their existing systems to quickly launch niche lending programs.
May 21st 2020, 5:00 pm
Lenders today are grappling with the unknown as the global economy experiences the deepest dive in close to a century – which has caused rapid changes in consumer creditworthiness, and expanded gaps in traditional credit data. The changing shape of the credit landscape makes maintaining the health and profitability of lenders’ portfolios, while growing business safely even more critical.
May 20th 2020, 6:00 pm
Join OakStar Bank, Salesforce and Persistent Systems for a roundtable discussion how institutions can deploy a platform that allows organizations to quickly launch new loan offerings that address specific customer needs.
April 28th 2020, 6:00 pm
With the onset of the current crisis fintechs, especially digital banks, will have the light shone on them for the first time during bad economic times. Customers are unable to go to bank branches and will be looking for the best, most cost effective tools to help them get to the other side.
April 17th 2020, 5:00 pm
Learn how the consumer lending environment has changed in the last few weeks and how companies are adjusting to the new reality. How are lenders adjusting underwriting and marketing? What are they doing to help their existing borrowers? How will this economic disruption affect the industry going forward?
April 9th 2020, 5:00 pm
As the effects of COVID-19 become more widespread and impactful, many fintech leaders are considering having some, or all of their contact center agents, work from home. Shifting to a dispersed, remote workforce comes with unique performance, managerial, and security challenges. This is especially true for the fintech sector where compliance concerns and customer experience remain key.
April 3rd 2020, 5:00 pm
The largest stimulus package in US history is now a reality. This is going to have a huge impact on fintech companies. For small business lenders this is an exciting opportunity to be a real part of the solution. But across all of fintech every company will be impacted. Hear from our panel of experts to understand how this unprecedented move by the federal government will affect your business.
March 26th 2020, 5:00 pm
These are uncertain times. While lenders need to do everything they can to support affected borrowers they also need to make sure they maintain a healthy and sustainable business. Learn how these lenders are balancing these issues during this time of crisis.