Marketing / PR Insights

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How wealth managers can master the digital client experience

26th April 2018

Company: IRESS
By 2020 customer experience will overtake price and product as a key brand differentiator and for the most part, the experience will be digital. That’s the prediction by customer intelligence consultancy, Walker. As the gap in the mobile and online experiences between financial brands widens, wealth and investment managers must become... read more
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GDPR: The 6 legal bases for processing

25th April 2018

Company: Fenergo
The first principle of data protection requires that all personal data be processed lawfully, fairly and transparently. A legal (or lawful) basis for processing must be satisfied before an organization can process any personal data. GDPR outlines six scenarios in which data processing is legally permitted. Unless the organization can show that... read more
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Technology, MiFID II and 2027: The changing face of the post-trade industry

16th April 2018

The Markets in Financial Instruments Directive (MiFID) II is the largest regulatory change to hit the financial services industry since the crisis. Although the legislation has been in effect since January 2018, the industry is still scrambling to put the infrastructure in place to meet the new transparency requirements. The far-reaching nature of... read more
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How tighter compliance can boost the reputation and value of ICOs

16th April 2018

Company: Accuity
In 2017 Initial Coin Offerings (ICOs) became the hottest new tool for startups, and transitioned from being a relatively unknown fundraising method used in the blockchain community, to raising over $4bn by the end of the year. Just like Kickstarter or Go Fund Me, ICOs let entrepreneurs take their business plans directly to non-accredited (any... read more
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“Banks must prepare for API unknowns”

12th April 2018

Company: bobsguide
A lack of clarity over the potential products and services spawning from the open banking revolution will make it difficult for the industry to prepare for how the market will change. “I don’t think there’s anyone that can tell you what kind of services will be delivered off the back of these APIs,” says Nick White, vice... read more
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Fintalk podcast | 100 day countdown to GDPR

22nd March 2018

Company: bobsguide
On 25 May 2018 the General Data Protection Regulation will come into force in the UK, affecting every business that collects data on its customers. Financial services is one of the industries most heavily affected, so are institutions on top of compliance? With 100 days remaining until its implementation date, we take a closer... read more
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The 2018 Fintech conferences not to miss

20th February 2018

Company: bobsguide
Conferencing is a key part of the fintech industry and the only way to stay up to date with the ever quickening pace of technological change in your sector.  This list provides you with all the dates, prices and event bios all in one, handy place. Be sure to bookmark this page as we will be updating when and where event information is... read more
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8 disruptive fintechs to watch out for in 2018

12th February 2018

Company: bobsguide
The second installment of our ‘fintechs to watch’ series looks at the exciting world of newcomer fintechs since 2015. These are the companies we’ve come across (and spoken to!) who we think have a fantastic product and proposition as well as the right people and passion to guide them to success in 2018 and beyond.   ... read more
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The shifting priorities of CIOs in 2018

6th November 2017

Company: bobsguide
Whilst this last decade has been anointed with grand, sweeping titles, the fact remains that society is changing irreversibly. Historians of the future will look back on the post-noughties as the dramatic information shift. First, we developed the hardware, with the rise of Jobs and Wozniak, then we developed the software, and now we’re... read more