Innovation News Items

FREE webinar - Behaviorally SMART Financial Personality

Bill Hortz's picture

Highly recommended advisor webinar from DNA Behavior

Tuesday, July 11, 2017 1:00 PM - 2:00 PM EDT

Research shows that 93.6% of the financial planning process is behavioral management of the client. In the highly competitive world of financial planning, Advisors need to become behaviorally smart for demonstrating sustainable value to their clients.

Webinar will guide you on how to:
•    Gain accurate and reliable behavioral insights for knowing who your clients are
•    Manage your clients’ emotions and help them to more confidently make committed decisions
•    Customize client meetings with behavioral questions to deepen discovery
 
Join this 1 hour webinar to discover 10 predictable behavioral insights about your clients' financial personality and help manage relationship risks that will have a significant impact on their financial planning.

To register for FREE access CLICK HERE.

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FREE 5/23 CBInsights webinar: Investment Trends in Wealth Tech

Bill Hortz's picture

Tuesday, May 23 at 1 PM ET CBInsights webinar:

Fintech companies disrupting wealth management set a record with 74 deals worth $657M in 2016. Recent highlights include a $100M mega-round to Betterment and $110M investment to Robinhood, making it the first wealth tech unicorn at a $1.3B valuation. 

These wealth tech companies are offering investors alternatives to traditional wealth management firms and leveraging technology to advance the investment and wealth management profession.

Topics to be discussed:

  • What market trends are enabling the rise of wealth tech companies
  • Which areas of wealth tech are seeing the most activity
  • Spotlight on robo-advisor investment trends
  • How incumbent wealth management firms are fighting back
  • What’s ahead for the future of wealth tech

Click here for FREE registration to CBInsights webinar.

 

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4/12 webinar: How are chatbots being used today?

Bill Hortz's picture

Title: How are chatbots being used today?

Date: Wednesday, April 12, 2017

Time: 02:00 PM Eastern Daylight Time

Duration: 30 minutes

Presenter: Brian Loveys, IBM Watson

eMarketer predicts that by 2019, 65% of the global population will be using messaging apps. With so many messaging apps now supporting chatbots, it's not surprising that the global chatbot market is expected to grow exponentially between 2016 and 2023 (source: Credence Research).

Today chatbots are popping up in huge variety of ways:

  • a hotel concierge bot that offers restaurant recommendations and helps answer your hotel-related questions
  • a recipe bot that suggest recipes based off ingredients you have
  • a pizza ordering bot
  • schedule organizer bot to help you stay on top of your schedule
  • a bot helps you pick out and order flowers

Attend this webinar to discover some of the many ways chatbots are being used in the real-world today. Then stay tuned to get a quick demonstration to see just how easy it is to build your own!

Details and to register for FREE:

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Accelerating Advisor Tech: Learnings from T3

Bill Hortz's picture
Tuesday, April 11, 2017 1 PM ET, 10 AM PT Duration: 60 minutes

 

Presenters:

Joel Bruckenstein,CFP® Producer, T3 Advisor Conference

Bob Conchiglia VP, Advisory Sales - SS&C Advent 

 

Join this FREE interactive webinar for the latest in financial advisor tech trends, direct from financial technology expert and producer of the T3 Advisor Conference.

At the recent T3 conference, it was clear that the pace of change continues to accelerate and advisors have a plethora of choices.

Joel and Bob will provide an inside view on tech needs for leading advisory practices.

 

Click here to register for FREE.

 

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CB Insights FinTech Webinar Series

Bill Hortz's picture

CB Insights has planned a series of upcoming webinars on FinTech in 2017. If you’re into everything fintech and are interested in becoming an instant expert, register for these webinars which are running from now until April. Check them out:

Fintech Trends - February 16, 2017 at 1 PM ET
Where is fintech heading in 2017? Answering your questions about where new early-stage bets are being made, which market segments are gaining or losing momentum, where banking and insurance incumbents are investing and partnering, and where major players like Ant Financial are making moves.

RegTech Startup Trends - February 23, 2017 at 1 PM ET
Regtech startups are helping companies decipher regulatory complexities, leveraging AI and data analytics, and proactively identifying and mitigating risk. On Feb 23 we’ll dive into investment areas, trends, and how companies like Fenergo and Avalara are removing gaps in compliance across industries.

Blockchain Trends and Applications - March 23, 2017 at 1 PM ET
We’ll answer: Who are the most active VCs? How are corporates thinking about blockchain? Is blockchain really the everything disruptor?

State of Insurance Tech - April 11, 2017 at 1 PM ET
We’re covering the startups you need to know, the smart money insurtech bets, and the big moves from insurance incumbents and big tech.

Even if you can’t attend live, sign up anyway and they will send you the recording and PDF after each webinar. 

Enjoy!

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