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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industry's great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
 
This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
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show series
 
Here at The Lead Engine, we see a lot of data on a daily basis. The majority of that data and probably the most important is analysing the website visits that make and enquiry vs those that don't.With millions of pounds spent over a 20-year period, you start to build an excellent picture of what works and what doesn't. There are some key things tha…
 
Today’s guest is Nirupam Sarkar, VP of Data Science at Fidelity Investments, a legacy financial institution that presides over about $4.5 trillion in assets under management. In today’s episode, Nirupam discusses two workflows with broad applications across regulation-heavy industries. He also details use-cases involving summarization in wealth man…
 
In this first conversation, which forms part of a two-part special episode, host Julia Streets is joined by Lou Anderson, Senior Sales Development Representative at Connectr to discuss neurodiversity. Lou shares her personal journey, of living and working with Autism and Attention Deficit Hyperactivity Disorder (ADHD), talking about the language of…
 
A report by the MENA Fintech Association found that the region has historically been inclined to cling to cash payments, and the banking sector has been slower to adapt. Despite this, the report also concluded that 7 out of 10 payment transactions in the Middle East will be non-cash in 2023, with the UAE more specifically likely to account for 73 p…
 
For anyone who has worked in the financial services industry in Luxembourg, you will undoubtedly have heard of, worked for or met the inimitable Chris Edge. Chris shared the importance of doing the right thing and supporting others without fear. Chris talks about the need to take opportunities as they come up and for leaders to embody an "entrepren…
 
Radu Georgescu is a serial entrepreneur and Venture Capitalist with over 30 years of experience founding and developing software, Internet, and eCommerce companies. He managed successful exits including the acquisition of RAV antivirus technology by Microsoft, ePayment business by Naspers, Avangate by Francisco Partners and Vectorwatch technology b…
 
In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Founder and CEO of AdvisorEngine. The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of thei…
 
From the team at The Lead Engine we share some of the fundamentals about SEO for financial services as it's one of the ways that we generate mortgage leads, financial planning leads, bridging leads and later life lending leads.Alex Curtis, Tom Maplethorpe
 
To kick off Series 14, we are joined by two titans of tech, Russ Shaw, Founding Partner of London Tech Week and London Tech Ambassador for the Mayor of London and an advisory member for Founders4Schools, and Dr Sue Black, technology evangelist, digital skills expert and Professor of Computer at Durham University.In this two-part interview, we discu…
 
It's been a year since our last Google Ads FAQs episode so we've done a little update for you. We're often asked how much you need to spend on ads, what you need and how it works.Tom Maplethorpe and Alex Curtis discuss everything about Google Ads for financial services.Alex Curtis, Tom Maplethorpe
 
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's comprehensive system improves the h…
 
Open banking describes the process of banks and other traditional financial institutions opening up data for regulated providers to access, use and share with their customers' permission. In an age where most of us are concerned about our data privacy, this might sound unsafe, but putting these infrastructures in place allows banks to ultimately im…
 
We've had a request to share our thoughts on a recent Google algorithm update so Tom Maplethorpe joins Alex to discuss.There are some interesting choice of words in Google's release, we dissect whether we're making any changes to how we work or if it's business as usual.Alex Curtis, Tom Maplethorpe
 
Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. Joseph Stone Capital continues to strive to exceed the demands of the investment industry with valuable insight and financial guidance while taking the time to understand your individual needs and what matters most to you. From br…
 
Our guest on today's episode of the AI in Financial Services podcast is Managing Director for Render at Fintern Jonathan Mascie-Taylor. Jonathan and Emerj CEO Daniel Faggella discuss his experience in product launches and how lenders, in particular, can approach AI adoption to enhance the process. Jonathan also explains in-depth strategies for iden…
 
There's a lot packed into this 40 minute conversation with Guy: He talks about Pension Awareness Week; the Midlife MOT; Pension Dashboards; consolidation of pots, pensions and regulators; the role of trustees; Value for Money; Pension Freedom and decumulation; and he talks about Pension Credit. He's also not shy with his praise and his criticism.…
 
In this second episode of the new FAR Sight Advisor series brought to you by Finance America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver. Marie and the guests discussed Imposter Syndrome and if they had been misidentifie…
 
Contactless payments soared during the height of the pandemic and with customers everywhere demanding greater convenience and a more frictionless payment experience, industry experts believe we are not far away from witnessing the introduction of biometric payments and other methods that negate the need for a physical device entirely. Today we are …
 
In this episode, you'll hear whether people actually read content on websites, because financial services is boring right?You'll hear about the different types of searches like informational, transactional and commercial searches. We also discuss what type of content works with each type of search.Much less complicated than it sounds!…
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Financial Advisor Joseph Stone Capital, LLC upholds a culture of influential philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight …
 
In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is dete…
 
1.7 billion people globally are underbanked. In the MENA region more specifically, one in five adults do not have a bank account. The impact? In the words of one of our former guests, Andrew Gold, "If you don't have a bank account, you are now cut off from so many of those financial services that are really critical to establishing wealth, building…
 
Reels are short videos, normally around a minute and some brokers are getting millions of views and hundreds of leads.Ash Borland joins us to discuss whether this is an easy-to-do sustainable source of leads or whether is it harder than it looks.Alex Curtis, Ash Borland
 
This is the big one, clear the diary, wrap a wet towel round your head and get to grips with the Consumer Duty. In this episode, Mike Barrett and I discuss the key challenges and how firms can survive and thrive in this new world order. Links: PS22/9: A new Consumer Duty (fca.org.uk) FG22/5: Final non-Handbook Guidance for firms on the Consumer Dut…
 
In today’s episode, we’re talking about becoming data-driven in financial services. Our guest is Tanvi Singh. At the time of this recording, she was wrapping up nearly eight years with Credit Suisse, most recently as Managing Director of Digital Transformation and Product Labs. She is now the Group Head of the ADA Foundations Hub at UBS. There are …
 
Alain Desmier set up Contact State to help clean up the lead buying industry using innovative tech.Contact State helps companies buy confidently and profitably from Europe’s best and most trusted lead generation firms.We catch up on what's changed since we last heard from Alain (ep35) three years ago!We discuss what the imminent "Consumer Duty" mea…
 
One of the financial services spaces that fintech is most effectively disrupting is payments. Fintech innovation is making it easier than ever to make payments and get paid, eliminating the need for the clumsy and outdated systems involving IBANs and SWIFT codes that have dominated these processes for far too long. In this episode, we are unpacking…
 
You'll find out why websites are so important and why some websites can climb the Google rankings much faster than others.In this episode, Alex talks you through the key components we look at when performing a website audit, from how the website could get more visitors to converting those visitors into enquiries.…
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Financial Advisor Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies.
 
Valerie is addicted to learning and consuming knowledge. She is a digital marketing strategist, speaker, author, and trainer who helps busy experts share their brand message and expertise with the world with the power of authority-building content. She helps them position them as the leaders in the field with the power of digital marketing, social …
 
In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including: Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC Dan Wa…
 
If you want a perspective on UK pension provision and policy from someone who has spent time working on other pension systems around the world, Jamie Jenkins from Royal London is your man. We talk here mostly about UK pensions but with some interesting insights from others' experieneces.the lang cat
 
What do you think is the most pressing pain point for SMEs in the MENA region? Pluto Card Co-Founder and CEO Mo Aziz believes it is the inefficiency of B2B payments and how they limit small businesses' ability to pay and get paid safely and seamlessly. Pluto Card is on a mission to revolutionise this process. Mo stepped up to the mic on The Future …
 
Joseph Stone Capital, LLC Financial Advisor has upheld a culture of powerful philosophies and unique monetary strategies for our clients. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance while taking the time to understand your individual needs and what matters most to you.…
 
Many in the industry, myself included, have worried the advice/guidance boundary prevents businesses from helping their customers. With the help of Ian Beestin of Money Alive and Philip Hodges of Guiide, this episode explores how Guidance can in fact work within the current framework. Guiide the Happy Retirement Designer Risk Management Via Video E…
 
In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features: - Shawna Ohm, Founder of Content 151 - Katryna Deligiannis, Senior Social Media Manager at Morningstar - Aleksandr Spencer, CFA, Chief Investment Offic…
 
"Don't allow the regulatory imperative to extinguish agency and the power of people " said Noel Fessey, CEO of European Fund Administration, with enthusiasm and sapient wisdom. I loved interviewing Noel who brings a wealth of knowledge from the military and from history to the financial services industry. He speaks with passion and authority about …
 
Some of the best leads are the people who call you directly. It sounds obvious but if you miss that call then that opportunity has gone.No matter the size of the business it's normally rare that someone is free to answer straight away.This is why so many advisers use a call answering service like MiPa which also helps out with admin too. Emma and h…
 
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