Podcasts about aite group

With Jeff ‘planting trees' on Earth Day, guest host Liz Skinner steps in to chat with Bruce and guest Dennis Gallant of Aite Group about Bruce's annual IBD report card. This year's theme? Fees. Commission to fee-only, fee erosion and how this affects wirehouses.

Secret Double Octopus was founded in 2015. The company jumped onto the growing demand for enterprise-level passwordless authentication. In 2020 they raised $15 million in the Series B funding round, and by 2021, they were named best in class for their category by the AITE Group. Their growth has been fast, so in 2021 they also brought on Horacio Zambrano as CMO to help scale the business accordingly. Horacio has launched multiple cybersecurity start-ups and has led marketing teams up to Series C. One of Horacio's big strategies is to collect and utilize intent data. His team then ties that data into a coordinated outreach strategy from SDRs and nurtures those leads for the long game. He tells us all about the stack he's built to collect and use that data, and he also shares the different strategies he uses to keep a functional stack in times of growth.Join us every week as we journey to the bleeding edge of the modern tech stack. You'll hear from real experts on how to nail your strategy, build a revenue machine and take your sales to the next level.

Find out more on our website: https://bit.ly/3yXMkeX As you age, you tend to look at new new things with an old pair of eyes. What have these got in common? Faxes, telex, mobile phones, online shopping, streaming video, internet-enabled devices, machine learning (AI), 3D printing, IBM punchcards, PCs, minicomputers, microcomputers, internet for trading, cloud, blockchain, DeFi... Yes they're all much older than they look. They are all subject to Bannister's laws of technology. Join a fun discussion on what goes round comes round again a second time in a different way. Z/Yen conducts an irregular series of short webinars, CommunityZ Chest, featuring people from its various communities and clubs, viz. technology, financial services, civil society, and business. These webinars provide an opportunity to meet people from the wider CommunityZ, to share ideas, and to make connections. Speaker: David Bannister has been writing about technology for 40 years having started on Personal Computer World in 1979, and has specialised in financial services technology for nearly 30 years. For the past five years, David has worked as an industry analyst covering wholesale payments, transaction and corporate banking, financial market infrastructures and regulation, and analysis of the fintech sector. In this role he joined Ovum, part of Informa plc, in 2016 and between 2019 and 2021 worked as a senior analyst in Boston-based Aite Group's wholesale banking and payments practice, providing both firms' prestigious international banking and financial infrastructure clients with insightful analysis of market developments. He currently works at UK-based Bloor Research, focussing on the rapid acceleration of change technology is having on the way business and commerce function. He has contributed to Dealing with Technology, Waters magazine, Financial Markets IT, Financial News, as well as The Daily Telegraph, The Financial Times, The Times, and BBC Radio 4, Channel 4 News, BBC Newsnight and Sky News. David spent 12 years as the editor of Banking Technology magazine. He's a well-known moderator, panellist and speaker and has taken part in many international conferences, including Swift's Sibos, EBAday, Finextra's NextGen Banking and Finovate events in Europe and Asia. David has provided consultancy and training for leading IT and financial technology providers including IBM, HP, Misys (now Finastra), Temenos, and many others, including several of the world's Top Five banks.

In this episode, Alois Pirker shares the human-side of wealth management research, his origin story, personal and professional motivations and the future of wealthtech digital client experiences from an insider's perspective.  Alois Pirker is the Wealth Management Research Director at Aite Group, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.

Interview with Dennis Gallant on the Annual IBD Report Card — 2:15-29:15The tipping point in IBDs relying on fee-based revenues.The path from commission-based to fee-based.How this affects the wirehouses and how they scale around it.Have IBDs taken on digital marketing?Where do fee-based resources go next?Does the growth protect against fee erosion?Interview with Natalie Kenway on ESG & the Global ESG event — 30:20-40:30The state of ESG investing in Europe.The Global ESG event and how global it gets.The keynote speakers from the UN.ESG Clarity details.Related Article:  In face of pandemic, IBDs proved resilient in 2020Guest Bios: Dennis Gallant is a senior analyst for Aite Group's Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors and independent and insurance-affiliated broker-dealers. Mr. Gallant conducts numerous presentations, speeches, and workshops for client and industry conferences, and is often quoted in industry trade publications including WSJ, InvestmentNews, Financial Advisor Magazine, Financial Planning, Ignites and Institutional Investor.Natalie Kenway:  Editor of @ESGclarity, the go-to website for fund selectors with an interest in responsible investments. Passionate about #ESG and #Diversity. 

Aite Group Senior Analyst, Capital Markets Spencer Mindlin joins Ronan and JR to dig into the market structure topics shaping up to take the spotlight in 2021 from short selling to settlement cycles to the shrinking universe of private companies.

This week's top-5 trends: Amazon's in-house shipping network becomes an empire, thanks to pandemic-fueled growth; why the future is passwordless; Shake Shack shakes up its drive-thru, digital and mobile order-ahead process; the luxury e-commerce wars heat up; and why contactless payments will continue to dominate, with Julie Conroy, Research Director for Aite Group. #Kount5in5

The Aite Group's Christine Barry on what commercial banks should look for when adding cash management technology and how lenders can better cross-sell cash management and treasury services. 

Host Jeff Lin is joined by Mike Trilli, Research Director at the Aite Group. Mike and Jeff discuss the consumer payment journey amid the COVID-19 pandemic and beyond, referencing data from recent reports published by InstaMed and Aite Group. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play HealthcareNOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Listen to Samantha Chow, Senior Life and Annuity Analyst from Aite Group and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on U.S. Life Insurance. We welcome your questions or comments at researchinsights@soa.org.

Alissa Knight, Senior Analyst at Aite Group, discusses API security, the Magecart hacking group, recent breaches, formjacking skimmers and her upcoming book. Join us in the fight against cybercrime: https://www.infosecinstitute.com. Special offer for Cyber Work listeners: https://www.infosecinstitute.com/podcast.

Trace Fooshee, senior analyst at Aite Group and former head of fraud strategy at SunTrust, explains fraudsters’ latest tactics and the best methods of self-defense.

Alissa Knight, senior analyst at Aite Group, discusses her work penetration testing connected cars and the ups and downs of her security career, from getting arrested for hacking as a teenager to becoming a senior security analyst and her upcoming book on hacking modern vehicles. Join us in the fight against cybercrime: https://www.infosecinstitute.com. Special offer for Cyber Work listeners: https://www.infosecinstitute.com/podcast.

The New Payday Lending Alternative: Employer Based Lending Benny Yiu, HoneyBee Safwan Shah, PayActiv Jon Schlossberg, Even Doug Farry, Employee Loan Solutions, LLC Moderator: Leslie Parrish, Aite Group

TEISS speaks with Julie Conroy, Research Director for Aite Group’s Retail Banking practice about "digital identity"...Can we reclaim our scattered digital footprint? How can we secure our online identities? How can we predict the future with digital identity? Listen to this podcast where Julie tackles these questions and more...! Music: The Pain, Nick Homes (check out Nick's YouTube channel Jazz Duets) https://www.youtube.com/channel/UCqimxUbWsE26KSpx2_OcmmA

The next 12 to 18 months could be the “make or break” period for blockchain technology and the financial services industry according to analyst Gabriel Wang with Aite Group. Wang has been working closing with blockchain industry experts since 2016 to provide comprehensive research on how blockchain can best serve the financial services industry. Aite Group is an independent research advisory firm that focuses on the global capital market as well as evolving market structures and how to comply with domestic and global regulation. According to Wang, blockchain technology can be applied to traditional centralized operating systems to improve daily operations and increase safety, efficiency and profits. Wang predicts the tremendous amount of research and experiments with emerging technologies will soon result in a shift toward blockchain technology in the financial services industry particularly with the shift towards digitalization on organizations and the vital role that blockchain can play in that transition.

As more consumers rely on using credit and debit cards for retail transactions, payment card data theft has become a hotbed for cyber-criminal activity. In fact, a 2016 study from the Aite Group said that costs associated with card-not-present fraud will exceed over $7 billion by the end of 2020. So how can enterprises protect themselves from cardholder data theft? Tune into the latest episode of Herjavec Group's Cybersecurity Cast to hear from David Mundhenk to learn more about whether your business needs to be PCI compliant, how you can ensure you are compliant, and why complying with the latest PCI DSS compliance requirements is necessary.

Interview with banking fraud expert Julie Conroy of Aite Group

The Faster Payments Task Force of the Federal Reserve  just released its final report with proposals to be adopted by 2020.   Today, Ron Shevlin hosts a member of that task force-  Travis Dulaney, Founder and CEO of Push Payments.   James Wester, Research Director of Worldwide Payment Strategies at IDC will also being joining to discuss the 10 different proposals, the future of banking, and the idea of virtual accounts vs legacy accounts. Also, we are talking about #VoicePay and #AmazonPay with Brian Roemmele. Julie Conroy, from Aite Group, talks to Ron about the new uses of AI and how it will enhance faster payments and assist fraud prevention accuracy.  

David Weiss, senior analyst at Aite Group, weighs in on the IBM/Promontory deal and how humans and artificial intelligence programs will interact in the field of bank regulatory compliance.

The ongoing battle between the FBI and Apple over encryption could have consequences not only for iPhone and mobile banking security, but overall software security and the privacy of customer records, according to David Weiss, senior analyst at Aite Group.

ACI and Aite Group discuss a recent survey of Merchant Acquirers in the US Market and consider the need for a merchant acquiring technology refresh. Easing the Pain: Finding New Growth Opportunities.   ACI Worldwide software powers electronic transactions for financial institutions, processors and retailers around the world - all the time, without fail.   ACI Merchant Acquiring solution page

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It's happened to me and I am sure it's happened to you: you've wasted money on something you never intended to pay for. Americans are wasting $14.3B in grey charges, according to a study by the Aite Group for BillGuard.com. What are grey charges? Find out in this interview with BillGuard.com CEO Mary Keegan. The average consumer can save $200 a year by spotting and stopping these charges, so stop throwing your money away! This episode aired live July 29, 2013.