Marketing automation is a smoking hot topic for financial services companies like banks, credit unions and mortgage companies. Here’s why. Financial institutions offer consumer and commercial products, as well as referral partners that drive sales, and each target segment requires a different approach to reach untapped consumers. This results in a lot of “marketing automation
The financial planning process requires due diligence at every step to lay out the income, expenses, and goals based on one’s risk-taking capacity. However, there are certain thumb rules that one may use to bring the personal finances on track. Once accustomed to the rules, proper financial planning exercises can be conducted to bring savings
JUNE 16-17, 2022 | HILTON MIDTOWN, NEW YORK
JUNE 16-17, 2022 | HILTON MIDTOWN, NEW YORK Featuring engaging demos, interactive panels, and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.
May 10, 2022 | 08:45 | UK
May 10, 2022 | 08:45 | UK The latest IPCC report highlights the inequity of climate change, with those least responsible bearing many of the worst impacts. This event covers the unequal impacts of climate change, the role of policy and regulation in incorporating justice into the low carbon transition, and the impact investors can
May 05, 2022 | 11:00 AM CEST | USA
May 05, 2022 | 11:00 AM CEST | USA Anaplan enabled SoftwareONE to eliminate budgeting via spreadsheets and introduce workflows which helped their 180 strong planning team to collaborate more efficiently on all aspects of their profit and loss including intercompany budgeting. Read More
The advancement of technologies expectedly leads to growing client requests, stimulating the Fintech industry to keep up with the times and be quick in offering popular services. The last year spurred a substantial transformation in financial technologies and highlighted issues that need to be addressed in the nearest future. Here is an overview of Fintech
26TH MAY 2022 | 6:30 PM
26TH MAY 2022 | 6:30 PM The Impact Management Platform is a collaboration between leading providers of public good standards, frameworks, tools, and guidance for managing sustainability impacts. Through the Platform, initiatives will work together to identify opportunities to consolidate existing sustainability resources, collectively address gaps, and coordinate with policymakers and regulators to support the
In this Episode of AntKast, we are joined by Fintech and Investment expert, Xavier Gomez, to discuss the topic of green finance. Founder and COO of Paris-based Data and Analytics consultancy INVYO, Xavier is an active speaker and thought leader in the technology and entrepreneurial world.
16TH-17TH AUGUST 2022 | VENICE, ITALY
16TH-17TH AUGUST 2022 | VENICE, ITALY International Conference on Financial Accounting and Management aims to bring together leading academic scientists, researchers, and research scholars to exchange and share their experiences and research results on all aspects of Financial Accounting and Management. It also provides a premier interdisciplinary platform for researchers, practitioners, and educators to present
08TH-09TH AUGUST 2022 | AMSTERDAM, NETHERLANDS
08TH-09TH AUGUST 2022 | AMSTERDAM, NETHERLANDS International Conference on Financial Accounting and Investment Management aims to bring together leading academic scientists, researchers, and research scholars to exchange and share their experiences and research results on all aspects of Financial Accounting and Investment Management. It also provides a premier interdisciplinary platform for researchers, practitioners, and educators to
26th-27th May 2022 | Rome, Italy
26th-27th May 2022 | Rome, Italy The idea of the conference is for the scientists, scholars, engineers, and students from the Universities all around the world and the industry to present ongoing research activities, and hence foster research relations between the Universities and the industry. This conference provides opportunities for the delegates to exchange new
29th-30th November 2022 | Bangkok, Thailand
29th-30th November 2022 | Bangkok, Thailand International Conference on Finance Accountability and Accounting aim to bring together leading academic scientists, researchers, and research scholars to exchange and share their experiences and research results on all aspects of Finance Accountability and Accounting. It also provides a premier interdisciplinary platform for researchers, practitioners, and educators to present and
