financialservices

Affiliate marketing has undergone immense evolution, but are you truly leveraging its potential? In this enlightening discussion, Mark A Preston and Charles Floate unpack the seismic shifts in affiliate marketing, specifically in the realm of SEO. From Charles' transition from traditional affiliate marketing to focusing on CPA and lead generation for diverse markets, there's a world of untapped opportunities, especially in international niches. With astonishing commission rates and lifetime recurring benefits in specific niches, isn’t it time you reconsider your strategies? Whether you're just starting in affiliate marketing or seeking to elevate your game in international markets, this episode is a treasure trove of insights.

Stuart Elliott sits down with Louise Swaffield this week, Future Skills Talent Director at Fidelity International. Louise talks through Fidelity’s approach to mobility and development opportunities, the importance of upskilling and the advent of hiring based on skillset rather than qualifications. 

Louise Swaffield has worked in the HR world for over 20 years, beginning at Accenture working across a variety of global talent and HR roles, before taking on a brand new role at Fidelity International where she is leading efforts to embed a strategic skills framework across the organization. 

In this episode, Stuart and Louise discuss the creation of a talent marketplace within Fidelity in order to maximize mobility, growth learning and development particularly within Financial Services. Louise also highlights the shift in hiring preferences to a more skill-based approach and the importance of enhancing proficiency to maintain an agile and successful career. 

Key Time Stamps:
-   1:10 – Introduction into Louise Swaffield and her background
-   10:00 – Fidelity’s approach to people mobility and development opportunities
-   11:39 – What does the talent marketplace at Fidelity look like? 
-   15:50 – Fidelity’s talent strategies and accelerators reversing the trend of skill scarcity within Financial Services
-   19:15 – Challenges that we’ll see going forwards in terms of advances in skills and work
-   23:40 – The potential gender disparity of skill self promotion in Financial Services 
-   26:15 - Fidelity’s utilization and distribution of skills data within the organization
-   28:18 – Are people starting to look more at the skills that they need for a job rather than qualifications?
-   31:30 – Are Fidelity investing in the Learning Development of their people to make them have a broader skillset? 
-   32:30 – Fidelity’s focus in terms of future skills

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Identity thieves have their eye on young consumers through everyday actions like looking for an apartment, raising the retirement age for airline pilots and helping kids learn the basics of investing.

In this week’s episode, Eric talks with Richard Davies, CEO of Allica Bank and ex CEO of Revolut and OakNorth. Richard has helped build three unicorn challengers in the fintech space (the third being as a non-exec for World Remit), but he’s also spent time at big incumbent banks. He has a unique perspective on not only what it takes to build a unicorn, but also what the biggest differences are between how incumbents and challengers go to market and approach growth. Eric and Richard also dig into effective org design models for product and marketing teams and how the Spotify squad model has had a big impact on how he’s approached building teams. Read more here - https://productschool.com/blog/product-management-2/spotify-model-scaling-agile/. 

Connect with Richard here - https://www.linkedin.com/in/richard-davies-1323b2/

Check out Allica here - https://www.allica.bank/

Smart link: https://link.chtbl.com/scratch

There are many unknowns in today's environment, and even industry veterans admit they've never seen anything like this. However, one thing is certain: Life insurance underwriting can be challenging if you aren't proactive with your clients. In this episode, Crump Senior Vice-President and Head of Underwriting Chris Cook joins us. Chris offers valuable insight on the impact of Long COVID,  an update on APS requirements, and a cautionary story about the underwriting risks if clients wait.

Austin's tech scene is showing no signs of slowing, and Charles Schwab's tech-focused campus in North Austin has the bandwidth to bring on plenty of new talent. In this episode, Austin Business Journal Managing Editor Will Anderson welcomes Managing Director & Chief Information Officer Dennis Howard who shares his vision for Austin, and Charles Schwab's plan for continued growth in Texas.

In the blink of an eye, Tink has gone from a B2C player in one country in Europe to a B2B solution in eighteen markets, giving them access to more than 250m customers in Europe.

Rafa Plantier, Head of UK & Ireland at Tink describes to Lloyd Wahed how Tink is product growth led and their innovation is driving a rapid development in networks and services to providing accessibility for millions of people to the trusted institutions that hold and manage our money. One institution with decades of “trust capital” is Visa, who recently announced to acquire Tink, that will further their “network of networks” concept faster than they could have hoped a few years ago, opening up a global opportunity. You can feel the excitement from Rafa when he describes the opportunities that are presenting themselves around the world as markets open up.

Rafe worked at Stripe prior to joining Tink and so he has seen twice recently how a company can “grow out of a crowded market” and in open banking he is able to be part of “optimising the foundations for growth” at enterprise level. In Europe there is work to be done with the EU over regulation as the “currency of open banking is trust” and that needs suppliers, enterprises and states to be aligned.

Tink has nearly doubled it’s headcount in two years and because most of that time has been in the pandemic there are a significant number of staff who have not worked from a Tink office or met their colleagues face to face. Tink managers prioritise understanding the individual challenges of each staff member and this is also key to helping the integration of acquired teams. The nature of open banking is collaboration so one cultural pillar comes from the market, but there is no room for complacency, as the changes in work induced by the pandemic are unprecedented.

Speculations, hypes, doges, icos, nfts aside.. what’s next for blockchain in financial services? How can this underlying technology disrupt the banking system? 

This week we are presenting a very special panel session as part of Fintech Week London 2021 broadcasted live from Barclays Rise. We’ll have Chris Skinner, author of the Finanser, Marcus Treacher, board director of ClearBank/ ex-Ripple, Haydn Jones, PwC Director and Blockchain Specialist and the very Simon Taylor, co-founder and blockchain lead at 11:FS.

Big thanks to our co-organizers Erlang Solutions, the éminence grise behind some fintech projects of Klarna, Mastercard, Bloomberg LP. 

Who this panel is for:

• All invested in the London FinTech ecosystem
• Decision-makers in financial services
• CEOs and founders setting the pace in the FS startup space
• FinTech scale-ups looking to accelerate growth
• CTOs, lead architects & senior developers wanting to share and gain domain knowledge

Why you should listen:

• To discover where the real business value exists from blockchain away from the hype
• Learn from those at the cutting edge of the tech powering FinTech’s next steps
• Find jargon-busting real-world use cases from tech and business level experts to reduce costs, improve processes and gain competitive advantage

Find more episodes on blockchain with previous guests from Binance, Kraken, Celsius Network, Gemini, Luno, Eterna Capital and more on searchingformana.com

Chief Strategy + Revenue Officer at Altruist, Pete Dorsey, in this episode gives us the 411 on why he made the unconventional move from TD Ameritrade to Altruist and what he believes the future of the custody space is.

Pete shares his new skool approach on creating a digital-first, human and inclusive platform for the advisor of today to better serve their clients.

LinkedIn:  https://www.linkedin.com/in/pete-dorsey-3b10a73/

Website: https://altruist.com/

Twitter: https://twitter.com/pjdorsey?lang=en

Mentioned in this episode: 

Schwab <> TD Acquistion:  https://www.businesswire.com/news/home/20201006005590/en/Schwab-Completes-Acquisition-of-TD-Ameritrade

EPISODE 3 Part A:  

In Part A of our third episode, we discuss the need to embed a top-down cybersecurity strategy in your organisation to build resilience against attacks and ransomware.  

Tune in to hear more, including:

1. Keep up with security hygiene 
2. Foster a culture of security
3. Build cyber resilience
4. Take ransomware seriously

 Wayne and Sean delve into the detail of how these elements can strengthen an organisation’s defences against increasingly common cyber threats.

Go: Talks podcast from Equifax shows you how to use data, analytics and technology to make critical decisions. Our hosts and expert guests analyse the latest market insights and what it means for risk management, business growth, customer retention and much more.

EPISODE NOTES
For more information, please visit our Knowledge Hub and follow us on LinkedIn

Disclaimer
This information does not constitute legal, accounting or other professional financial advice. The information may change, and Equifax does not guarantee its currency or accuracy. To the extent permitted by law, Equifax specifically excludes all liability or responsibility for any loss or damage arising out of reliance on information in this release and the data in this report, including any consequential or indirect loss, loss of profit, loss of revenue or loss of business opportunity.  

So how did a couple of kids from a small town in East Texas build one of the biggest financial services companies in America? Listen and learn in this episode... It's thanks to a simple, old fashioned formula: Stay humble, work hard, hire good people, and answer only to the people who matter most- your clients. When you sit down and listen to Gary Dudley and Charlie Amato, you'll realize they're pretty much the same guys  that grew up together in La Porte. In this episode, SABJ Managing Editor Ed Arnold shares a fun, and insightful conversation with two of America's most successful business leaders, born & bred here in Texas!

After 33 years climbing the corporate ladder at USAA, Wayne Peacock took over as President & CEO on February 1, 2020. Weeks later, the pandemic forced Peacock and his leadership team to protect the safety and well being of their 33,000 employees and 13 million members around the globe. In this episode, SABJ Editor-In-Chief Tony Quesada connects with Peacock to revisit his rise to the CEO role, the past year, and what the future holds for USAA.

Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more accessible and relatable for women of color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach. 

Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.

Twitter:  https://twitter.com/anjiekonte

Instagram: https://www.instagram.com/anjiekonte/?hl=en 

LinkedIn: https://www.linkedin.com/in/annanjie/

Mentioned in this episode: 

Carl Richards: https://www.youtube.com/watch?v=5MaHKPL8Mr4&list=PLKT45m1ksR2Q21lwjjcbVugmjZ_nVYVah

One of the most important, yet often overlooked responsibilities for financial advisors and life insurance agents is the policy review.  Crump has streamlined this often tedious and time consuming process, making it easy to complete and opening new opportunities to assist your clients. In this episode, Crump's Brandi Graver shares her insight and advice, and tells us why 2021 could be a busy year for life insurance professionals.

Let's face it: The insurance industry has been slow to innovate and implement digital change. But COVID changed that, and the investment that Crump and carrier partners made in digital solutions prior to the pandemic paid off for financial advisors, and more importantly, their clients. Now, it's easier than ever to transact business, freeing up time to spend with your current relationships, and cultivating relationships with new clients. In this episode, Crump's Digital Adoption Manager Zack Zerbe shares the latest digital tools to help you grow your business and save time.

In this episode, Dr. Louise Beaumont talks about the idea of exploiting disruption: the most meaningful and promising disrupting trends or technologies she is watching, as well as how open and accessible data changes the landscape of financial services, and the technologies driving change around data usage.

She also discusses the concept of open banking and its goal to provide services we didn’t know we needed, but now can’t live without, and the value of industry vertical marketplaces.

Episode Links

Banking Industry Home - For various articles and papers.

Capital Markets Home - Among other things, you’ll find a great e-book on Enabling the capital markets firm of the future.

Financial Services Blog

Guest

Dr. Louise Beaumont has a soft spot in her heart for true innovation and disruption in financial services. She works with legislators and regulators to drive positive disruption with established organizations to cope with disruption, and with start-ups to exploit disruption. As such, she has a rounded perspective on FinTech’s future and the smart, open and accessible data required to fuel it.

Follow her on LinkedIn or Twitter.

Hosts

Paul Maher is General Manager of the Marketplace Onboarding, Enablement, and Growth team at Microsoft. Follow him on LinkedIn and Twitter.

David Starr is a Principal Azure Solutions Architect in the Marketplace Onboarding, Enablement, and Growth team at Microsoft. Follow him on LinkedIn and Twitter.

In this episode, we discuss trends and technologies influencing and supporting the financial services industry with special guest, Nasir Zubairi, CEO of the Luxembourg House of Financial Technology (LHoFT), a public/private sector initiative to drive fintech and digitalization for Luxembourg's financial services industry.

Nasir shares with us innovations that the LHoFT has given their customers and its overall mission and purpose, Luxembourg as a global financial center, financial Inclusion and its relationship to the blockchain, how blockchain is being used in Financial Technology aka Fintech, current technologies used in Fintech and what the future holds, the emerging role of data and statistical analysis in Fintech, and if he sees AI as a promising aide here.

We also talk about how technology providers like Microsoft are playing a role in Fintech’s digital transformation, and what the emergence of the Central Bank Digital Currency (CBDC) means for the industry.

Episode Links

The LHoFT – Luxembourg House of Financial Technology (Twitter / LinkedIn)

Banking Industry Home - Here, you’ll find various articles and papers.

Capital Markets Home - Among other things, you’ll find a great e-book on enabling the capital markets firm of the future.

Financial Services blog

Guest

Nasir Zubairi is CEO of the Luxembourg House of Financial Technology (or LHoFT), a public/private sector initiative to drive fintech and digitalization for Luxembourg's financial services industry.

Follow Nasir on Twitter or LinkedIn.

Hosts

Paul Maher is General Manager of the Marketplace Onboarding, Enablement, and Growth team at Microsoft. Follow him on LinkedIn and Twitter.

David Starr is a Principal Azure Solutions Architect in the Marketplace Onboarding, Enablement, and Growth team at Microsoft. Follow him on LinkedIn and Twitter.

COVID-19 has pushed marketing to the forefront in many businesses as the full client experience is now being delivered digitally. Sales and marketing teams are working together more closely than before and investment officers now seek out their marketing departments’ help to develop online client engagement strategies. Does this present an opportunity for marketers to build relationships and strengthen engagement with key stakeholders across the business.

In this week’s episode, Twink talks to Jackie Boylan, Head of the UK Adviser Platform at Fidelity International, and Curt Custard, Chief Investment Officer at Newton Investment Management, to discuss stakeholder management, impact and influence.

Themes covered in this podcast:

-          The prominence of marketing within investment management companies and how it is cultivated at a cultural and individual level

-          Tips on how to approach and get attention of senior stakeholders 

-          How to prioritise the stakeholders you need to engage with

-          Tips for dealing with old-school, antagonistic stakeholders who are patronising towards marketing

-          How marketers can build and maintain stronger relationship with key stakeholders i.e. sales teams, investment managers and compliance

Jackie Boylan is an experienced executive with a demonstrated history of working in the financial services industry. Upon joining FundsNetwork in 2017, Jackie assumed the responsibility for the management and development of the service and experience that FundsNetwork delivers to advisory firms. Prior to joining the Fidelity, Jackie spent 22 years at BT Financial Group, where she held a number of management positions and was  instrumental in enhancing the customer and adviser experience.

Curt Custard is responsible for all aspects of Newton’s global investment processes and team. He joined Newton in 2017 to lead the investment teams for the firm, including the portfolio managers, research analysts and the trading function. Prior to joining Newton, Curt was head of the Global Investment Solutions division of UBS Asset Management where he oversaw a 130+ person investment team in five locations.

Remote working has rapidly swept across the UK due to social distancing. Many of us may start to experience unanticipated mental health consequences from mandated remote work. As this leads to elevated levels of stress and anxiety, it is imperative that employers recognise the importance of workplace mental health.

In this week’s episode Twink welcomes back Janice Benning, Founder and Director of NeuroVitality Ltd to discuss how we can manage for mental health – a topic that is very much in the forefront now as we cope with isolation. 

Themes covered in this podcast: 

-          Spotting the ‘warning signs’ in individuals

-          Approaching friends or colleagues to start a conversation about their mental health

-          How managers can support employees who are showing signs of being mentally unwell

-          The risk to people’s mental health when moving back to the office 

-          How we can support ourselves and others to try get back to a healthier place

 Janice specialises in creating and delivering individual and group training sessions promoting resilience, wellbeing, and personal development both in and out of the workplace. As someone who is passionate about ensuring others maintain health and balance in a challenging business world, Janice established NeuroVitality Ltd to prevent ill health, absenteeism, and improve staff retention rates. 

The AIM High podcast is hosted by Twink Field, CEO and Founder of White Marble Marketing and The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers. Welcome to the AIM High podcast, hosted by Twink Field, CEO and Founder of White Marble Marketing, for The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers.

Building high-performing leadership teams is essential for business success, and this is arguably even more crucial in highly unusual operating environments. This week Twink talks about what makes a good leader and how teams can improve, as she’s joined by Andy Brown, Director at etc Advisory and Farley Thomas, Founder of True Dawn.

Find out more about:  

-          The growing importance of coaching and mentoring 

-          What makes a good leader

-          How the demands of leadership have changed over time 

-          Ways to improve team dynamic 

-          Tips for investment marketers working on their leadership skills

Andy Brown, Director of etc Advisory, provides transformative support for agency founders and leaders based on the three pillars of clarity, tools, and talent. With over 20 years’ experience in leadership roles, Andy is an accomplished adviser who thrives when working with enthusiastic and audacious people. 

Farley Thomas, Founder of True Dawn, is an experienced coach and leadership adviser, working with a diverse set of clients who lead high-growth businesses. Drawing on over two decades of achievement in leadership, Farley helps organisations grow by sparking valuable conversations, developing actionable insights and identifying and shifting unconstructive work patterns. 

The AIM High podcast is hosted by Twink Field, CEO and Founder of White Marble Marketing and The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers. Welcome to the AIM High podcast, hosted by Twink Field, CEO and Founder of White Marble Marketing, for The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers.