Innovation News Items

IID Financial Services Innovation Forum at the NASDAQ

Bill Hortz's picture
The Institute for Innovation Development - an educational and business innovation network for growth oriented financial advisors and industry executives - will be having a regional Financial Services Innovation Forum in New York City on Thursday 6/23 8:30AM-12:30PM. The event is being hosted by the NASDAQ at its One Liberty Plaza headquarters in lower Manattan. The Institute will be bringing together a cross-section of our strategic partners, Founding members, and innovation experts from our Advisory Board to discuss progressive industry topics and explore new initiatives and resources from the Institute. All stakeholders and their guests are cordially invited!

 

Feature guest speakers include:

 

  Mark Landis & Andrew Dassori, Wavelength Capital Management - an innovative money management firm leading the efforts in connecting artificial intelligence(AI) and the ongoing academic research supporting AI to the investment process. Besides working with institutional clients, Wavelength works with other money managers and advisors providing an AI overlay across their portfolio management process. 

 

Startupbootcamp FinTech pitch session - Startupbootcamp is one of the largest startup support organizations and FinTech accelerators in the world. Besides running accelerators in 11 major technology hub cities across the globe, Startupbootcamp takes part in over 100 FastTracks and technology conferences all over the world each year. Startupbootcamp FinTech NYC will be running a FinTech pitch session for us with three early-stage FinTech companies from their NYC accelerator.

 

Hitendra Patel PHD, IXL Center - Leading a global innovation consulting company IXL Center based in Cambridge, Hitendra has not only helped drive innovation transformation initiatives at large corporations, but also helped many small-medium businesses globally build innovation capabilities. For the past 5 years, he is also dedicated to building the world’s largest start-up accelerator for budding young entrepreneurs through the Hult Prize in collaboration with President Bill Clinton and his team. As a Professor of Innovation, he has taught innovation courses at top MBA universities and Executive Education programs worldwide. He is also a thought leader in innovation having written books, articles and whitepapers, and case studies. Hitendra will be sharing his knowledge on what he has learned about training business leaders on innovation and some of the novel ways, like IXL's Innovation Olympics program, that his organization as developed to jump start innovation at companies in record time.

 

Bill Trigleth, Cannon Financial Institute - As the Director of Research and Development for Cannon, Bill coordinates Cannon's efforts to gain deep understanding of financial services client needs, the changing environment in which advisors operate and the trending consumer preferences that impact how to best serve the market and deliver financial services. Bill will be speaking about the IID Advisor Practice Management 3.0 initiative and the need for business innovation training for financial advisors and industry executives. 

 

NASDAQ executive - An overview of leading NASDAQ innovation projects and new services for financial advisors will be discussed.

 

  Here are some of the Institute's initiatives and programs we are developing and will also be discussing:

 

1. Advisor practice management 3.0 - developing 2 levels of innovation best practice training for growth-oriented advisor groups (keynotes/workshops/training series/Advisory Board innovation experts)
  

PracMgt 1.0 = core business/marketing training - excellent and needed training but designed and works best in a stable environment, not rapid business change

PracMgt 2.0 = tech/digital marketing training - vital, but technology is a tool, not the solution

PracMgt 3.0 = innovation best practice training = becoming a continuously self assessing firm that can adapt to ongoing external business & cultural changes to remain relevant and profitable - innovation mindset and 4 business decisions/steps needed now. 

 

 

2. "redefining retirement" "entrepreneurial services" & "community innovation engagement" programs -  3 specific local community innovation marketing/branding opportunities

 

Advisors as social entrepreneurs - Another component and goal of the institute and the above programs are to mobilize the financial advisor community to become recognized as "social entrepreneurs" by being more fully aware and active in supporting local/regional entrepreneurial efforts and economic development. The Institute is developing strategies for advisors on how to find and collaborate with startup community leaders in their communities. This can provide advisors with a powerful local community engagement strategy that will help them work with and support business owners, CEOs/CFOs, family offices, millennials, educational institutions, and local community centers of influence.

 

 3. FinTech Radar program - building more communication & access between start-up community and financial services leaders to support access to latest new ideas, technologies, investment products, platforms and client engagement services. 

 

 

  For more information on the Institute and list of benefits for joining, visit: https://innovationdevelopment.org/annual-membership      Call with any questions or for further details. Love to hear from you. We hope to see you there!

 

  Bill Hortz Founder and Dean Institute for Innovation Development Tampa, FL  917-319-7233 cell   www.innovationdevelopment.org/annual-membership   www.linkedin.com/in/williamhortz   @innovationIID
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IID Launches Fintech Radar Program in Partnership with Startupbootcamp

Bill Hortz's picture

Institute for Innovation Development Launches Fintech Radar Program in Partnership with Startupbootcamp

 

INITIATIVE TO DEVELOP COLLABORATIVE ENVIRONMENT BETWEEN FINANCIAL ADVISORS AND FINTECH FIRMS

This press release was orginally distributed by ReleaseWire

Tampa, FL -- (ReleaseWire) -- 05/05/2016 -- The Institute for Innovation Development [IID], an educational and business innovation network for growth oriented financial advisors and financial services industry executives, is bringing together the early stage FinTech and financial advisor communities, starting an event partnership with Startupbootcamp FinTech New York.

The FinTech Radar program is one of three major programs that IID will launch this year. The other two are an Adviser Practice Management 3.0 program, which entails the introduction of business innovation training and best practices for financial advisers; and the development of Community Innovation Centers to help advisers position themselves at the center of economic development in their local communities.

Bill Hortz, Founder & Dean, IID, explained that he has lined up a number of event partnerships with Startupbootcamp and other accelerators/incubators to promote more communication, access and working collaborations between the early stage FinTech community and top financial advisor firms and industry executives. 

"We are confident that our FinTech Radar Program will provide IID members access to leading edge financial ideas, technologies, research/investment platforms and client engagement services, while concurrently creating a platform for early stage FinTech companies to connect with a nation-wide network of progressive financial advisors and industry executives to act as mentors, beta testers and product development collaborators," stated Hortz. "We are particularly pleased and honored to be working with Startupbootcamp, due to their premier position as the leading global accelerator focused on financial innovation."

"By collaborating with organizations like the Institute for Innovation Development on social events, workshops and mentoring opportunities, we not only connect the greater FinTech Community, but we also take an active role nurturing startups - helping them reach their fullest potential," says Jesse Podell, Managing Director Startupbootcamp FinTech New York.

Leaders of both organizations will be creating numerous ways to link up their two growing communities, including an exclusive reception being held at Startupbootcamp NYC offices in lower Manhattan on the evening of Thursday May 12. IID will also add a Startupbootcamp FinTech pitch session to its upcoming IID Financial Services Innovation Forum on Thursday June 23rd hosted by the NASDAQ at its One Liberty Plaza offices.

About Institute for Innovation Development
The Institute for Innovation Development is an educational and business innovation network for growth-oriented financial advisers, industry executives, and innovative vendor partners to the financial services industry. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their growth, differentiation and unique community engagement strategies. The Institute was launched with the support and foresight of our Founding Sponsor partners – Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, & Charter Financial Publishing (FA & Private Wealth magazines). 

For additional information visit http://www.innovationdevelopment.org or contact Bill Hortz at bhortz@innovationdevelopment.org 

About Startupbootcamp 
Founded in 2010, Startupbootcamp is a global network of industry-focused startup accelerators, running 13 programs in Amsterdam, Barcelona, Berlin, Istanbul, London, Miami, New York, Singapore, with a mentor and alumni network in over 30 countries. More than 300 startups have been accelerated by Startupbootcamp, of which 72% have received funding. For more information visit: http://www.startupbootcamp.org

For more information about Startupbootcamp Fintech New York, please contact Shawna Motley at FintechNYC@startupbootcamp.org. For media inquiries, please contact Diana.Alickaj@cognitomedia.com

 

For more information on this press release visit: http://www.releasewire.com/press-releases/institute-for-innovation-development-launches-fintech-radar-program-in-partnership-with-startupbootcamp-687157.htm

Media Relations Contact

Claudio Pannunzio
Telephone: 203-532-5881
Email: Click to Email Claudio Pannunzio
Web: http://innovationdevelopment.org/



Read more: http://www.digitaljournal.com/pr/2928930?platform=hootsuite#ixzz489qHl3bF

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Front End of Innovation - May 10-12, Boston, MA

Bill Hortz's picture

INSPIRATION NEEDS EXECUTION

The Full Spectrum Innovation Event- From Ideation through To Execution

FEI 2016 - May 10-12, Boston, MA

The 14th annual FEI: Front End of Innovation is a conference that senior level R&D, Innovation, and Product Development executives rely on to thwart the growing threat of disruption by non-traditional competitors. Large organizations are under fire to be more agile and opportunistic in their approach to innovation, adaptation, and disruption. That's why the 2016 curriculum is designed to help systematically tackle the innovation process- from ideation through execution- in order to capture immense innovation.

Innovation guides responsible for setting the strategy at the most admired innovation brands push you to challenge your assumptions and rethink your strategy through a series of workshops, case studies, and innovation excursions.

The Institute strongly recommends members experience a cross-industry innovation conference as part of your development as innovators. You will be exhilarated and amazed...

Visit www.iirusa.com/feiusa for more information.

Use the Institute 20% discount code: FEI16INNOVDEV

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FREE 4/7 Webinar: Capitalizing on Wealth Management Innovation

Bill Hortz's picture

FREE Webinar: Capitalizing on Innovation -top trends driving engagement in Wealth Management

April 7, 2016
2 PM ET/11 AM PT
Brought to you by American Banker

 

The wealth management space will continue to be a key battleground for financial service providers as an estimated $41 trillion begins to transfer over to the next generation. So whether your financial institution has begun looking into the trends that are driving your expansion in the investor space or not, it is important to consider how these initiatives can be leveraged to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.

Join us as we discuss the trends and opportunities driving change in wealth management at leading financial institutions. Hear the latest data from Alois Pirker, Javier Paz, and Will Boland from the Aite Group, and Jay Hummel, Envestnet, and John Bird, Envestnet | Yodlee, as we discuss:
 

  • What are the key trends driving change in wealth management
  • How these trends may affect your ability to deliver goal-based advise
  • The future of wealth management and digital advisor solutions

 

FREE Registration: Click here

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Institute Stakeholders Meeting - 3/2/16, Atlanta

Bill Hortz's picture
The Institute for Innovation Development - an educational and business development catalyst for growth oriented financial advisors and industry executives -  will be having a regional stakeholder meeting in the Buckhead area of Atlanta on Wednesday 3/2 1-4pm. We will have a cross-section of our strategic partners, Founding members, and innovation experts from our Advisory Board to discuss progressive industry topics and explore new initiatives and resources from the Institute. All stakeholders are cordially invited!   Featured guest speakers include:  

 

Larry White, The Ritz Group and Corporate Foundry/Brite Idea Lab - Larry is dedicated to enhancing Georgia's entrepreneurial investment community and leveraging his corporate and entrepreneurial expertise to provide major corporations, small businesses, and higher education with a suite of programs and technologies to foster internal and open 360 Innovation.  

 

Thomas Mark Keith, AI Innovation Technology -Mark will share a new application in the artificial intelligence field- digitizing wisdom and replicating human expertise. Its benefit is in closing the quality gap of subjective decisions between an expert and others making similar decisions. This innovative approach in the field of decision science is disrupting "Big Data" and has important implications for every organization including financial services. Be one of the first to explore this new approach in leveraging artificial intelligence in unique ways.  

 

Vance Howard, Howard Capital Management - Vance will discuss his expertise on the application of risk management algorithms to the retirement plans arena. His 401k Optimizer is Dalbar certified as a ‘computer model’ which meets the detailed requirements of ERISA for fiduciary relief.  

 

Gregory Todd Jones Ph.D., Faculty University of GA - Dr. Jones will share a fascinating technology that can read marketing material both printed and on-line, assess the message and compare that brand’s position to like kind organizations. Displayed in a 3D visualization,  advisors firms can understand their brand in relation to others and identify crowded and open spaces in the landscape where they tweak their brand to rise above the noise of a commoditized industry and create competitive advantage.  

 

Here are some of the Institute's initiatives and programs we are developing and which we will also be discussing:  

 

1. Advisor practice management 3.0 - developing 2 levels of innovation best practice training for growth-oriented advisor groups (keynotes/workshops/training series/Advisory Board innovation experts)
   PracMgt 1.0 = core business/marketing training - excellent and needed training but designed and works best in a stable environment, not rapid business change

 

PracMgt 2.0 = tech/digital marketing training - vital, but technology is a tool, not the solution

 

PracMgt 3.0 = innovation best practice training - becoming a continuously self assessing firm that can adapt to the external business & cultural changes for growth, differentiation, and client engagement - 2 levels of professional development: innovation mindset and 4 business innovation decisions/steps needed now.  

 

2. "redefining retirement" "entrepreneurial services" & "community innovation engagement" programs -  3 specific local community innovation marketing/branding opportunities for financial advisors.  

 

Advisors as social entrepreneurs - Another component and goal of the institute and the above programs are to mobilize the financial advisor community to become recognized as "social entrepreneurs" by being more fully aware and active in supporting local/regional entrepreneurial efforts and economic development. The Institute is developing strategies for advisors on how to find and collaborate with startup community leaders in their communities. This can provide advisors with a powerful local community engagement strategy that will help them work with and support business owners, CEOs/CFOs, family offices, millennials, educational institutions, and local community centers of influence.  

 

3. FinTech Radar program - building more communication & access between start-up community and financial services leaders to support access to latest new ideas, technologies, investment products, platforms and client engagement services.     

 

Stakeholders of the Institute (Founding Sponsors, Founding Innovator members, Advisory Board members, and strategic partners) are invited and able to invite a limited number of guests. Others interested in attending should contact:

 

Bill Hortz, Founder/Dean, Institute for Innovation Development bhortz@innovationdevelopment.org

 

For more information and list of benefits for joining the Institute for Innovation Development, visit: https://innovationdevelopment.org/annual-membership 
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