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Banks, payment companies, mortgage lenders and insurance providers are racing to seize an advantage from generative artificial intelligence. Some have been especially aggressive in deciding which workflows — or entire jobs — can be handed off to AI.
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Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.
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The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.
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With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.
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Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.
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Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.
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How technology is enabling new types of payment transmission and what this means for banking.
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Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.
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An interactive dialogue with Founder and CEO of NorthOne on the fintech industry, the growing needs of challenger banks, and the future of SMB banking.
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An exclusive Arizent consumer survey indicates that consumers are becoming increasingly uneasy with the tradeoff of letting companies use their personal data in exchange for a customized experience. What does that portend for the future? Mark Weinstein is already tackling this head-on in the social media sphere. Join us in a conversion with Mark Weinstein, as we discuss: Privacy and security Combating the virus of disinformation Corporate social responsibility and ethical business practices
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It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.
December 12
Carson Group -
Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.
November 13 -
Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1 -
The Betterment chief dishes on why flat fees may just be a “thing of the moment.”
April 17 -
The question may not be if tech giants will become a force in wealth management — but what can possibly stop them?
March 27 -
Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.
February 24 -
Ninety million Americans have an adversarial relationship with their finances, says Dee Choubey, CEO and founder of MoneyLion.
December 7 -
Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.
November 28 -


















