Finovate Webinar

Finovate Webinar: Innovations in AI-Powered Observability

Finovate Webinar: Innovations in AI-Powered Observability
By Julie Muhn (@julieschicktanz) Posted on
Categories: Finovate Webinar, Sponsored

The idea of a black box has always been unacceptable in financial services. Financial institutions must be able to explain to clients and regulators how decisions are made – are they fair, justified, and sensible?

This is where observability comes in and it can do much more than setting your moral compass right.

Join Dynatrace, Deloitte, and AWS on October 24 at 2 pm Eastern for a 45-minute live webinar tailored for executives in the financial services industry. This session will feature a panel of experts discussing the latest strategies for modernizing financial services infrastructure and applications through AI-powered observability.

In this in-depth discussion, the panel will explore the integration of AI-powered observability and financial services, focusing on how organizations can enhance their operations, ensure data protection, and comply with regulations. The experts will delve into the transformative potential of AI, including Generative AI, in boosting overall productivity and maintaining regulatory compliance.

Why should you attend?

  • Gain strategic insights: Learn from industry leaders about the latest trends and strategies in AI-powered observability tailored specifically for financial services.
  • Enhance operational efficiency: Discover how to leverage AI and automation to streamline operations, mitigate risks, and ensure compliance.
  • Real-world applications: See live demonstrations and hear real-life use cases from Dynatrace customers, showcasing practical implementations and outcomes.
  • Interactive learning: Participate in a live Q&A session with experts, allowing you to get personalized answers to your specific challenges and questions.

Among the panel of experts is Wayne Segar, Field CTO at Dynatrace; Paul Barnhill, Managing Director at Deloitte; and Eric Baran, Principal Segment Leader- DevOps – Global Financial Services at AWS.

Learn more or register today.

Photo by Ron Lach

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Putting the Recipient First: How to Prioritize the Customer Experience in Your Payments Strategy

Putting the Recipient First: How to Prioritize the Customer Experience in Your Payments Strategy
By Lili Nguyen Posted on
Categories: Finovate Webinar, Sponsored

 📅 Wed, August 21, 2024     🕙 10:00 am ET     ⌛ 1 hour

In today’s instant digital economy, providing your customers with a unique experience can translate to a crucial advantage for your firm. Your payments strategy plays a critical role in this.

Join this webinar and discover how to design a customer-centric payments strategy driven by choice, convenience, and speed.

Key takeaways:

  • Understanding Customer Needs: Learn how to identify and analyze the specific needs and preferences of your customers when it comes to payment options.
  • Seamless Payment Processes: Explore strategies for creating smooth and frictionless payment experiences that enhance customer satisfaction.
  • Discover: Find out how to personalize payment experiences to build stronger customer relationships and loyalty.

Hear from:

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4 Game-Changing Benefits of Modernizing Your Fraud & Dispute Management

4 Game-Changing Benefits of Modernizing Your Fraud & Dispute Management
By Lili Nguyen Posted on
Categories: Finovate Webinar

Finovate webinar on demand, in collaboration with Quavo, on digitizing fraud & dispute management.

Financial institutions suffer billions in losses, expenses, and fines every year due to fraud, and the resultant impact on customer trust and loyalty presents an even bigger problem. 77% of customers say they would leave their bank if they do not receive a refund in the event of fraud yet, conversely, 80% say they would leave their bank for blocking a legitimate transaction.* Is there any way to win this battle?

Absolutely! But financial institutions must be willing to move away from antiquated systems and outdated processes that can no longer keep up with ever-evolving fraud and account holder expectations.

After nearly 20 years of working disputes at a top two bank and dealing first-hand with the challenges of outdated systems, Joseph McLean, Founder & CEO of Quavo Fraud & Disputes stepped out on his own to develop a better solution to significantly:

  • Reduce losses
  • Enhance the account holder experience
  • Improve operational efficiencies
  • Ensure regulatory and network compliance

How did he do it? What were the results? What are financial institutions saying about the AI-driven automation technology that has transformed fraud and dispute management? 

*Data sourced by Feedzai

In collaboration with

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Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI
By Lili Nguyen Posted on
Categories: Finovate Webinar, Webinars

Finovate webinar on demand, co-sponsored by Genesys and AWS

Hear wealth management experts from Genesys and AWS discuss how to navigate the changing client experience landscape. Learn how to leverage cloud technology to optimize your service model, balance shifting priorities, and enable goals-based wealth management. We’ll also explore how new technologies like generative artificial intelligence (AI) can enhance the client experience.

Webinar takeaways:

  • Learn about the evolution of the different service models, including Advisor-led, Self-serve and Hybrid approaches and growing client needs from UHNWI, HNWI, Family office, and Mass affluent customers
  • Gain a deeper understanding of client experience priorities including onboarding, service and channels, personalization, security, and education/financial literacy
  • Understand the potential and client use cases for generative AI – what’s real now and what’s coming next, the approach, and using it for internal vs. external workflows

Led by David Penn, Senior Research Analyst, Finovate, the panel will feature:

  • David Porter, Managing Director, Genesys
  • Christopher R. McDonald, Leader, Wealth Management Sector, AWS

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Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services

Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services
By Lili Nguyen Posted on
Categories: Finovate Webinar

Finovate webinar, on demand, in collaboration with Yext

The financial services industry is undergoing significant transformation driven by evolving customer expectations, the macroeconomic landscape, and the consumer need for personalization across their experience.

In today’s financial services environment, consumers are asking more questions than ever. The days of using family advisors and banking institutions are over, and the age of the personalized banking experience is here.

Watch this webinar and you’ll learn:

  • The current happenings in financial services
  • How consumer preferences are changing and why personalization is taking over the industry
  • Technology and tools to make personalization easy
  • And much more!

Led by Julie Muhn, Senior Research Analyst, Finovate, the panel will feature:

  • Shane Closser, Head of Industry/General Manager for Financial Services, Yext
  • Steve Ramirez, Advisor, Financial Services, Yext

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Unlocking Open Banking Data: A Masterclass in Cash Flow-Based Underwriting

Unlocking Open Banking Data: A Masterclass in Cash Flow-Based Underwriting
By Lili Nguyen Posted on
Categories: Finovate Webinar

In the constantly evolving landscape of open banking, lenders are presented with a remarkable opportunity to redefine their underwriting processes. By harnessing the power of cash-flow data, lenders can elevate their precision in assessing customer risk and confidently explore untapped markets. 

As open banking data becomes more accessible worldwide, a central question emerges: How can lenders effectively utilize this data? 

Join us for a groundbreaking discussion led by industry experts in open banking, where we will delve into the current state of the open banking landscape in credit underwriting (B2C and B2B). 

Discuss strategies on how to effectively:

  • Tag and categorize cash flow data 
  • Extract valuable signals tailored to your use case 
  • Combine data from multiple open banking sources 
  • Optimize your underwriting infrastructure to better leverage cash flow data 

Don’t miss this unique opportunity to gain invaluable insights into the future of underwriting and discover how open banking can empower your lending strategies.

Moderated by Julie Muhn, Senior Research Analyst, Finovate

On the panel:

  • Maik Taro Wehmeyer, CEO, Taktile
  • Abhinav Swara, VP and Head of Credit Risk, Bluevine
  • Jonathan Gurwitz, Credit Lead, Plaid

In collaboration with

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Optimize Onboarding to Maximize Revenue

Optimize Onboarding to Maximize Revenue
By Lili Nguyen Posted on
Categories: Finovate Webinar, Trulioo, Webinars

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Markets around the world have shifted from a growth-at-all-costs mentality to a more targeted approach that emphasizes onboarding the right customers while decreasing acquisition costs. But costs alone don’t tell the whole story. Successful customer onboarding strategies take into account risk tolerance, user experience, abandonment rates, operational costs, and the lifetime value of a good customer.

In this webinar, we’ll share how some of the world’s leading fintechs have optimized their onboarding to realize double-digit verification rate increases in key markets, improve onboarding rates, and gain significant operational savings.

Zac Cohen from Trulioo will share firsthand insights, including:

  • Key strategies to immediately optimize onboarding
  • How analytics changes the game for consumer and business verification
  • Real-world examples of how optimization can improve performance, speed, and the customer experience

Efficiencies deployed only during lean times can lead to short-term gains. But optimization with an eye toward the future can drive a long-term competitive advantage.

In collaboration with

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Building the Foundations for Next-Gen Technology to Transform Customer Experience

Building the Foundations for Next-Gen Technology to Transform Customer Experience
By Lili Nguyen Posted on
Categories: Finovate Webinar, InterSystems, Webinars

Finovate webinar, in collaboration with InterSystems, Thu 12 Oct, 3pm BST / 10am ET

How can financial services firms improve the client journey and experience? Next-generation technologies that advance digital transformation are at the heart of that answer, but these rely on the firm’s ability to gather and analyze all available data across the business.

By now, many in financial services will have adopted technologies such as AI, ML, and analytics to enhance the experience their customers receive. However, to reach their full potential, they depend heavily on a solid data technology platform to build, train, and continuously improve model quality and predictions.

Hyper-personalization can foster loyalty in an era in which loyalty has declined, and it pushes customers and investors towards those firms which can be agile in what they offer. This level of hyper-personalization offers immense growth opportunities for all providers if they can cater to small and specific groups – but on a large scale.

Watch this webinar and learn from the experts:

  • How to achieve competitive differentiation by delivering better customer experiences.
  • How to optimize your existing infrastructure with a smart data fabric.
  • How other firms are building these data foundations and the results of their deployment.

On the panel:

  • Joe Lichtenberg, Global Head of Product and Industry Marketing, InterSystems
  • Virginie O’Shea, CEO and Founder, Firebrand Research

In collaboration with

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Identity Verification in the World of Global Money Movement

Identity Verification in the World of Global Money Movement
By Lili Nguyen Posted on
Categories: Finovate Webinar, Webinars

As new trends emerge, such as the growth of P2P push payments, businesses need to implement verification processes to better protect their customers. Additionally, cross-border transactions require meticulous compliance with international AML regulations which can be challenging to navigate.

In this webinar, we’ll explore the role of identity in global payments and moving money across borders. Join our experts as they discuss strategies to ensure seamless customer experiences while staying fully compliant, incorporating essential concepts like KYB and KYC.

Key points of discussion will include:

  • Best trust and safety and compliance practices for moving money cross border and instantly 
  • How account creation fraud spurs push payment fraud and ways to mitigate these joint abuses 
  • How payments can be, simply put, better 

In collaboration with

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Finovate Webinar: Successful Client Onboarding – Take Out the Guesswork with the Right Metric

Finovate Webinar: Successful Client Onboarding – Take Out the Guesswork with the Right Metric
By Lili Nguyen Posted on
Categories: Finovate Webinar, Sponsored

Getting that signature on the contract is a great feeling reflecting weeks, months, or, sometimes, years of effort. However, this moment is only the beginning of the process of earning the confidence and realizing the mutual benefits for both parties. During the client onboarding process, you lay the foundation of trust with your customer, a crucial factor in client retention.

With a 77% customer retention rate*, optimizing the customer onboarding process is crucial. Improving your onboarding process without comprehensive data and insights is like navigating with no map. Establishing and keeping track of the right onboarding metrics is the key to accomplishing this.

In this webinar, our group of talented onboarding expert panelists will discuss the best metrics to put in place to help deliver the optimal customer onboarding experience for your organization. We’ll start with a review of the most popular metrics. Panelists will share the best practices for introducing these metrics into your company and helping make the process tracking a sustainable operating practice. We’ll also share some helpful tips and resources to help you get started.

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Digital Identity: Fintech’s Key to Unlocking Growth

Digital Identity: Fintech’s Key to Unlocking Growth
By Charlie Burgess Posted on
Categories: Experian, Finovate Webinar, Webinars

In today’s digital-first environment, fraud threats are growing in sophistication and scope, and risks of online and financial crime have intensified. At the same time, fintechs are prioritizing growth, and need to do so in a way that is safe, secure, and keeps bad actors out. 

Watch back on this Finovate webinar, with Experian Chief Innovation Officer for Decision Analytics Kathleen Peters, as she explores the meaning of digital identity, and how fintechs can leverage identity-proofing strategies to position themselves for growth without diminishing security. Learn:

  • The role of digital identities in advancing increased personalization, speed, and growth responsibly in fintech and financial services
  • How data can aid in making smart, risk-based decisions across the user journey 
  • How to unlock financial growth opportunities by offering solutions to previously unavailable consumers due to verification constraints

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Onboarding: Customizing the User Journey

Onboarding: Customizing the User Journey
By Charlie Burgess Posted on
Categories: Finovate Webinar, Webinars

The first step of the customer journey is often a user’s onboarding on a platform or application. This critical phase predicates how a user interacts with a business, and often cements their first impression and subsequent brand loyalty.

Identity verification plays an important role in ensuring a user exists and is who they say they are. But businesses must strike a fine balance of friction and convenience. Too little friction in the identity verification process might result in bad actors flooding in. This can damage a business’s reputation, and give the impression that a platform is unsafe. Too much friction might result in user frustration and attrition.

How can businesses seamlessly and securely onboard users? Orchestration holds the key to unlocking customer-centric practices, customizing the user journey, and ultimately ensuring legitimate users are allowed in while bad actors are stopped.

Watch this webinar featuring Hal Lonas, Trulioo Chief Technology Officer, on

  • What identity proofing orchestration entails and how active and passive methods of authentication can be layered during the onboarding process
  • How orchestration goes hand-in-hand with a risk-based approach to onboarding and establishing trust and safety between businesses and users
  • What business, customer risk, and regulatory factors to consider when adopting a risk-based approach 

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