Technology
Learning programs are listed below. Visit our blog for additional content on this topic.
- Contains 2 Component(s), Includes Credits Recorded On: 09/07/2022
Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.
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- Contains 2 Component(s), Includes Credits Recorded On: 05/18/2022
Hear about the digitization trends and use cases that have made Luxembourg the FinTech gateway to Europe.
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- Contains 2 Component(s), Includes Credits Recorded On: 04/07/2021
Industry buzz regarding Cryptocurrency and Tokenized Assets abounds. In this installment of the Reality Behind Buzzwords series, we will discuss the opportunities and challenges for the asset management and financial services industries. Expert panelists will explore issues around regulatory, risk, data security, and tax considerations. Join us to take a deeper dive into the implications for traditional asset servicers in terms of accounting, custody, record-keeping, safekeeping, and regulatory reporting. Discover the growth opportunities over the next 2-5 years, and explore what it means for related technologies such as distributed ledger, and the implications to financial services as we know them.
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- Contains 2 Component(s) Recorded On: 03/31/2021
The COVID-19 pandemic has highlighted the potential of technology and why it could reshape the asset management landscape. With a spotlight on digital client interaction and resiliency, asset managers are adapting to the increasing importance of technology, but the industry has a way to go in terms of intervention and innovation. Northern Trust’s Dan Houlihan recently discussed this issue in an interview with Asset Servicing Times. Join us to hear Dan’s insights first hand as he shares his perspective with fellow Nicsa members, with Keith Slattery from JP Morgan.
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- Contains 2 Component(s) Recorded On: 01/13/2021
AI is driving operational efficiencies, enhancing compliance and informing investment decisions. Join a candid discussion with some of today’s leading experts on where budget dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry.
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- Contains 2 Component(s), Includes Credits Recorded On: 12/09/2020
Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build you digital strategy and incorporate disruptive technologies into your ecosystem.
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- Contains 1 Component(s) Recorded On: 05/20/2020
Automation can be a vital component of streamlined, efficient front- to back-office processes. Join our panel of experts—representing technology, fund admin, and operations perspectives—as they explore lessons learned during the global pandemic environment, as well as how to identify and embrace your team’s automation capabilities.
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- Contains 1 Component(s) Recorded On: 04/15/2020
Industry leaders share experiences related to identifying essential workers, utilizing new technology platforms, maintaining productivity, and managing the needs of remote teams.
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- Contains 1 Component(s) Recorded On: 11/20/2019
With advanced technology and new ways to tell the story of a customer experience, client journey mapping has moved into an integrated, data-driven operational program.
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- Contains 1 Component(s) Recorded On: 11/20/2019
Eric Johnson of DFIN shares insights on evolving customer and regulatory demands
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- Contains 1 Component(s) Recorded On: 09/18/2019
This webinar will be focusing on the buzzword "blockchain," and its use in cryptocurrency.
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- Contains 1 Component(s) Recorded On: 04/30/2019
Learn how asset managers can turn the digital transformation into opportunity.
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- Contains 1 Component(s) Recorded On: 04/02/2019
A look at the transformative technologies trending in the asset management industry.
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- Contains 1 Component(s) Recorded On: 01/24/2019
Hands on applications of machine learning in today’s asset management industry.
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- Contains 1 Component(s) Recorded On: 01/15/2019
The current state of AI in Asset Management.
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- Contains 1 Component(s) Recorded On: 12/12/2018
Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions.
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- Contains 1 Component(s) Recorded On: 10/03/2018
An overview of biometrics technologies.
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- Contains 1 Component(s) Recorded On: 05/15/2018
Use cases in asset management: RPA, BPM, AI
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- Contains 1 Component(s) Recorded On: 05/10/2018
Technologists and operations executives from leading asset management firms discuss the integration of these distinct yet inter-dependent business lines.
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