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Face-to-Face Events:
October 21-23, 2012
Advanced Trading's Buy-Side Trading Summit 2012
October 21-23, 2012
Advanced Trading's Buy-Side Trading Summit 2012
Online Events:
Upcoming Online Events
Online Events Archive
Wealth Management Goes Mobile: Providing Financial Advisors with Seamless Access to Documents, Systems and Processes
A Wall Street & Technology Webcast
As clients have become more demanding, financial advisors are finding that performance alone is not enough, while quality of client service is critical. To be more efficient, on-the-go- financial advisors need access to all information flows, systems and processes in a single place, which means the key to success is the mobile platform.
Topics include:
- Freeing the advisor from desk to gain efficiency and optimize client service
- Integrating and managing all documents, systems and processes financial advisors need on a mobile device.
- Building applications once to run on the web and mobile devices including the IOS and Android without recoding
Time: 9:00 AM PT / 12:00 PM ET Duration: 60 minutes
A Wall Street & Technology Webcast
As clients have become more demanding, financial advisors are finding that performance alone is not enough, while quality of client service is critical. To be more efficient, on-the-go- financial advisors need access to all information flows, systems and processes in a single place, which means the key to success is the mobile platform.
Topics include:
- Freeing the advisor from desk to gain efficiency and optimize client service
- Integrating and managing all documents, systems and processes financial advisors need on a mobile device.
- Building applications once to run on the web and mobile devices including the IOS and Android without recoding
Time: 9:00 AM PT / 12:00 PM ET Duration: 60 minutes
May 16, 2012
Capacity Management As You Know it is Dead: How Top Financial Services Organizations Are Managing Virtual & Cloud Infrastructure
An InformationWeek Financial Services Webcast
Capacity management may not be quite dead, but the days of making periodic decisions using trending models are. Financial services organizations are radically changing how they plan and manage infrastructure to cope with the complexity of large-scale virtual and cloud environments. The focus has shifted toward approaches that model demand "pipelines" and forecast based on capacity bookings, which more resembles a hotel reservation system than traditional capacity management. This is creating a whole new operational model that enables infrastructure planners, application owners and capacity teams to measure, control and plan for the constant flow of workloads. Join CiRBA CTO & Co-founder Andrew Hillier as he outlines best practices for gaining control and automating the management of dynamic capacity supply and workload demand in large scale virtual and cloud infrastructure.
Date: Tuesday, April 10, 2012 Time: 9:00 AM PT / 12:00 PM
An InformationWeek Financial Services Webcast
Capacity management may not be quite dead, but the days of making periodic decisions using trending models are. Financial services organizations are radically changing how they plan and manage infrastructure to cope with the complexity of large-scale virtual and cloud environments. The focus has shifted toward approaches that model demand "pipelines" and forecast based on capacity bookings, which more resembles a hotel reservation system than traditional capacity management. This is creating a whole new operational model that enables infrastructure planners, application owners and capacity teams to measure, control and plan for the constant flow of workloads. Join CiRBA CTO & Co-founder Andrew Hillier as he outlines best practices for gaining control and automating the management of dynamic capacity supply and workload demand in large scale virtual and cloud infrastructure.
Date: Tuesday, April 10, 2012 Time: 9:00 AM PT / 12:00 PM
April 10, 2012
Analytics: The Key To Avoiding Past Mistakes
A Bank Systems & Technology, Insurance & Technology, and Wall Street & Technology Webcast
By attending this webcast, you will learn how through advanced analytics, banks of all sizes now have the solutions required to gain a solid understanding of their risk exposure and take the right steps to address them. Join this web seminar and learn how you can avoid repeating history by understanding and addressing the critical risk issues you may face today and in the future.
Time: 10:00 AM PT / 1:00 PM ET Duration: 60 Minutes
A Bank Systems & Technology, Insurance & Technology, and Wall Street & Technology Webcast
By attending this webcast, you will learn how through advanced analytics, banks of all sizes now have the solutions required to gain a solid understanding of their risk exposure and take the right steps to address them. Join this web seminar and learn how you can avoid repeating history by understanding and addressing the critical risk issues you may face today and in the future.
Time: 10:00 AM PT / 1:00 PM ET Duration: 60 Minutes
March 7, 2012
Best Practices for Building a Private Cloud for Financial Services Organizations: How to speed up migration, while ensuring lower infrastructure cost and risk
A Bank Systems & Technology, Insurance & Technology, and Wall Street & Technology Webcast
Many financial services organizations have recognized the advantages to be gained by adopting a cloud-based operating model that leverages next generation X86 hosting platforms. But, building a private cloud is a complex undertaking and reliance on manual processes and spreadsheet models to plan the deployment and on-boarding is inefficient and often inaccurate. The process of determining infrastructure requirements, assessing workload suitability, and planning the environment without proper analytics slows down the migration process while inflating costs.
Join Intel and CiRBA as they discuss how leading financial service institutions have leveraged analytics to increase speed and reduce costs in their private cloud by 30% and learn about best practices for moving to next generation X86 platforms.
Date: Tuesday, March 6, 2012 Time: 9:00 am PT / 12:00 pm ET
A Bank Systems & Technology, Insurance & Technology, and Wall Street & Technology Webcast
Many financial services organizations have recognized the advantages to be gained by adopting a cloud-based operating model that leverages next generation X86 hosting platforms. But, building a private cloud is a complex undertaking and reliance on manual processes and spreadsheet models to plan the deployment and on-boarding is inefficient and often inaccurate. The process of determining infrastructure requirements, assessing workload suitability, and planning the environment without proper analytics slows down the migration process while inflating costs.
Join Intel and CiRBA as they discuss how leading financial service institutions have leveraged analytics to increase speed and reduce costs in their private cloud by 30% and learn about best practices for moving to next generation X86 platforms.
Date: Tuesday, March 6, 2012 Time: 9:00 am PT / 12:00 pm ET
March 6, 2012
Optimizing Customer Communications and Content Management to Improve Profitability
An Insurance & Technology Webcast
Today's insurers must strive to create an optimal customer experience to reach a savvy and demanding customer base. Customer communications and content management (3CM) are critical components of any customer experience initiative, since documents and information that insureds and prospects receive help shape their overall impression of an insurance organization. Join Insurance & Technology and EMC for this complimentary, one-hour Webcast to learn how insurers can use 3CM solutions to: Streamline customer communications to increase revenue and boost profitability Enhance the customer experience and improve operations Create and implement a successful customer communications and content management strategy Date: Tuesday, February 28, 2012 Time: 10:00 AM PT / 1:00 PM ET Duration: 60 Minutes
An Insurance & Technology Webcast
Today's insurers must strive to create an optimal customer experience to reach a savvy and demanding customer base. Customer communications and content management (3CM) are critical components of any customer experience initiative, since documents and information that insureds and prospects receive help shape their overall impression of an insurance organization. Join Insurance & Technology and EMC for this complimentary, one-hour Webcast to learn how insurers can use 3CM solutions to: Streamline customer communications to increase revenue and boost profitability Enhance the customer experience and improve operations Create and implement a successful customer communications and content management strategy Date: Tuesday, February 28, 2012 Time: 10:00 AM PT / 1:00 PM ET Duration: 60 Minutes
February 28, 2012
What's the Ideal Web Experience for Today's Financial Services Consumer?
An Insurance & Technology Webcast
It's not news that insurers' and banks' current customers and prospects want to communicate more with their carriers via online channels. Now that the secret is out, simply having customer portals, mobile applications, and social media presences isn't enough. Financial institutions looking to differentiate themselves from the competition must provide an experience through those channels that shows an understanding of the nuances and preferences of the connected consumer.
An Insurance & Technology Webcast
It's not news that insurers' and banks' current customers and prospects want to communicate more with their carriers via online channels. Now that the secret is out, simply having customer portals, mobile applications, and social media presences isn't enough. Financial institutions looking to differentiate themselves from the competition must provide an experience through those channels that shows an understanding of the nuances and preferences of the connected consumer.
February 15, 2012
Public Cloud vs. Private Cloud: Which is Best for Your Wealth Management Organization?
A Wall Street & Technology Webcast
The usage of cloud computing has increased drastically during the past few years as wealth management firms have become more comfortable with the technology and have realized certain benefits. Today, many wealth management organizations are considering taking a bigger step to the cloud and are looking for insights into the benefits of private vs. public cloud. Join Wall Street & Technology's Editorial Director, Greg MacSweeney, Paul Rowady, Senior Analyst, Tabb Group, and Jason McDermott, Vice President, Financial Services, from NexJ Systems to discuss how to select and deploy wealth management applications for the cloud.
Topics include:
- Benefits of cloud-based technology
- Selection of public versus private cloud deployments
- Real-world examples of how organizations are using cloud technology to deploy Integrated Advisor Desktop
Time: 11:00 AM PT / 2:00 PM ET Duration: 60 minutes
A Wall Street & Technology Webcast
The usage of cloud computing has increased drastically during the past few years as wealth management firms have become more comfortable with the technology and have realized certain benefits. Today, many wealth management organizations are considering taking a bigger step to the cloud and are looking for insights into the benefits of private vs. public cloud. Join Wall Street & Technology's Editorial Director, Greg MacSweeney, Paul Rowady, Senior Analyst, Tabb Group, and Jason McDermott, Vice President, Financial Services, from NexJ Systems to discuss how to select and deploy wealth management applications for the cloud.
Topics include:
- Benefits of cloud-based technology
- Selection of public versus private cloud deployments
- Real-world examples of how organizations are using cloud technology to deploy Integrated Advisor Desktop
Time: 11:00 AM PT / 2:00 PM ET Duration: 60 minutes
February 9, 2012
Reference Architecture for Hadoop in Banking - Industry Perspective
UBS has been an early adopter of Hadoop and continues to test a number of data processing & analytics use cases. In this webcast, Executive Director at UBS, Dave Casper will discuss how Hadoop fits the overall Data & Architecture strategy at UBS. Joining Dave in this discussion is Abhishek Mehta, (Founder, Tresata) and Arun Murthy (Hortonworks) who will outline a template to design, build and implement a Hadoop powered Data Processing & Analytics Platform within the confines of an Enterprise Data Stack. Get expert advice on how financial organizations can introduce Hadoop into a traditional Banking data environment while symbiotically integrating with existing tools and technologies.
UBS has been an early adopter of Hadoop and continues to test a number of data processing & analytics use cases. In this webcast, Executive Director at UBS, Dave Casper will discuss how Hadoop fits the overall Data & Architecture strategy at UBS. Joining Dave in this discussion is Abhishek Mehta, (Founder, Tresata) and Arun Murthy (Hortonworks) who will outline a template to design, build and implement a Hadoop powered Data Processing & Analytics Platform within the confines of an Enterprise Data Stack. Get expert advice on how financial organizations can introduce Hadoop into a traditional Banking data environment while symbiotically integrating with existing tools and technologies.
February 1, 2012
Delivering Real-Time Analytics for Proactive Capital Markets Risk Management
A Wall Street & Technology Webcast
In this Wall Street & Technology Editorial Webcast, learn how newer tools and systems are allowing capital markets firms to improve financial results, while meeting compliance mandates. During this 60-minute presentation, you will hear from the Aite Group, Informatica, and EMC about the latest trends and technology that financial firms are deploying in their quest to improve real-time financial analytics.
This webcast will cover:
- Real-world financial analytic challenges
- Tools and solutions to meet compliance demands
- Analytic strategies to improve financial/trading performance
Time: 9:00 AM PT / 12:00 PM ET Duration: 60 Minutes
A Wall Street & Technology Webcast
In this Wall Street & Technology Editorial Webcast, learn how newer tools and systems are allowing capital markets firms to improve financial results, while meeting compliance mandates. During this 60-minute presentation, you will hear from the Aite Group, Informatica, and EMC about the latest trends and technology that financial firms are deploying in their quest to improve real-time financial analytics.
This webcast will cover:
- Real-world financial analytic challenges
- Tools and solutions to meet compliance demands
- Analytic strategies to improve financial/trading performance
Time: 9:00 AM PT / 12:00 PM ET Duration: 60 Minutes
January 26, 2012
Today's Wealth Manager: Integrating CRM to Improve Customer Service
As the markets continue their rollercoaster ride, investor's anxiety continues to increase. Financial advisors are fielding more inquiries from their clients who are looking for information about their investments. In order to respond to the flood of inquiries from clients, financial advisors need to have the capability to view their client's complete investment profile in a single space and must have the ability to have customer relationship systems integrated across applications. However, financial advisors and wealth managers are often challenged by older, disparate systems that require multiple log-ins, duplicate data entries and other time-consuming tasks. Join this webinar to learn how new customer relationship management tools are allowing financial advisors to respond to client inquiries with world class customer service.
As the markets continue their rollercoaster ride, investor's anxiety continues to increase. Financial advisors are fielding more inquiries from their clients who are looking for information about their investments. In order to respond to the flood of inquiries from clients, financial advisors need to have the capability to view their client's complete investment profile in a single space and must have the ability to have customer relationship systems integrated across applications. However, financial advisors and wealth managers are often challenged by older, disparate systems that require multiple log-ins, duplicate data entries and other time-consuming tasks. Join this webinar to learn how new customer relationship management tools are allowing financial advisors to respond to client inquiries with world class customer service.
November 29, 2011
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