In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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As banks continue investing in technology to boost productivity, they aren't losing sight of their call centers' human sides. Even as AI grows in importance, agents are more important than ever
November 20
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Maryling Yu ("Mare") is vice president of marketing at CCC Intelligent Solutions, responsible for all aspects of marketing at the company, with a strategic focus on developing and retaining customers across the entire lifecycle and has over 20 years of marketing experience. Previously, she was the chief marketing officer for Backstop Solutions, a Chicago-based financial technology company. During her tenure, she played a key role in the company's growth, helping it double in size from 2016 to 2022 before its successful sale to ION Analytics. Mare specializes in B2B technology marketing and has also held senior level marketing positions at Sungard Availability Services and has consulted for many Silicon Valley-based technology companies.
November 20
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The fintech's Cash Out product charges the equivalent of 300% interest, the Attorney General alleged.
November 20
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Robert Thompson was charged with using nonpublic information about New York Community Bank and Capital One to execute stock trades. His guilty plea could come with up to 25 years behind bars.
November 20
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Banks solved the issue of consumer data sharing years ago. Why is the Consumer Financial Protection Bureau stepping in now, with a rule that could make sharing data less safe and secure?
November 20
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The House Financial Services Committee dug into regulators' plans for the interim period before President-elect Trump takes office, and lobbed pointed questions at Federal Deposit Insurance Corp. chair Martin Gruenberg, who several members said should have resigned his post amid a sexual harassment scandal at the agency.
November 20
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By adding Affirm, major now/pay later partner, to its Flexible Credential, the payment network is deepening its embrace of a popular product that's not going away.
November 20
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The five-part framework suggests both technical and governance solutions to protect consumers from losing money to scammers and fraudsters.
November 19
