financial services

Marquis Who's Who Honors Rodger K. Johnson for Expertise in Financial Services

Rodger K. Johnson has made his mark on the world of financial planning across more than 45 years





financial services

LeGrand S. Redfield, Jr. Earns Retirement Income Certified Professional (RICP®) from The American College of Financial Services

LeGrand S. Redfield, Jr., President of Asset Management Group, Inc, in Stamford, Connecticut has earned the designation of Retirement Income Certified Professional (RICP®) from The American College. Unlike a general financial planning program like the CFP® or ChFC®, the RICP® delves much more deeply into the specific area of retirement income planning. It also trains advisers to plan for potential issues that can have a serious negative impact on a person's retirement plans.




financial services

Dell Financial Services - SAVE $20 on all Flat Panel...

SAVE $20 on all Flat Panel Monitors




financial services

Business Priorities Driving BYOD Adoption: A Case Study of a South African Financial Services Organization

Aim/Purpose: Bring your own device (BYOD) provides opportunities for both the organization and employees, but the adoption of BYOD also introduces risks. This case study of an organization’s BYOD program identifies key positive and negative influences on the adoption decision. Background: The consumerization of IT introduced the BYOD phenomenon into the enterprise environment. As mobile and Internet technologies improve employees are opting to use their personal devices to access organizational systems to perform their work tasks. Such devices include smartphones, tablets and laptop computers. Methodology: This research uses a case study approach to investigate how business priorities drive the adoption of BYOD and how resulting benefits and risks are realized and managed by the organization. Primary empirical data was collected using semi-structured interviews with 15 senior employees from a large South African financial services organization. Policy documents from the organization were analyzed as secondary data. Contribution: Thematic analysis of the data revealed six major themes: improving employee mobility; improving client service and experience; creating a competitive industry advantage; improving business processes; information security risks; and management best practices. Findings: The themes were analyzed using the Technology-Organization-Environment (TOE) framework, showing the key positive and negative influences on the adoption decision. Recommendations for Practitioners: Organizations need to clearly understand the reasons they want to introduce BYOD in their organizations. The conceptual framework can be applied by practitioners in their organizations to achieve their BYOD business objectives. Recommendations for Researchers: BYOD remains an important innovation for organizations with several aspects worthy of further study. The TOE framework presents a suitable lens for analysis, but other models should also be considered. Impact on Society: The findings show that organizations can use BYOD to improve client service, gain competitive advantage, and improve their processes using their digital devices and backend systems. The BYOD trend is thus not likely to go away anytime soon. Future Research: The applicability of findings should be validated across additional contexts. Additional models should also be used.




financial services

AMAG Technology Introduces Financial Services Program

AMAG Technology Financial Services offers customized, flexible leasing solutions via a partnership with Vantage Financial.




financial services

Native Smart Properties Secures Credit Facility With Alarm Financial Services

The relationship with Native marks Alarm Financial Services’ first venture into financing integrated smart security in the multi-dwelling property space. 




financial services

Bandhan Financial Services acquires global IT company Genisys

Bandhan Financial Services Ltd (BFSL), promoter of Bandhan Bank, has ventured into the IT sector by acquiring Genisys group of companies for nearly Rs 100 crore. This strategic move aims to leverage technology for business solutions and enhance shareholder value. Genisys, specializing in AI-enabled solutions for various sectors, will operate under BFSL with expanded capabilities.




financial services

Elevating financial services in digital age: Hybrid multicloud approach

While, traditionally, the financial services sector has taken a cautious approach to cloud adoption, the tide is turning, and adoption rates are accelerating across all cloud models.




financial services

James A. Powers Celebrated for Dedication to the Financial Services Industry

James A. Powers lends years of expertise to his work with the Wealth Management Group of KC




financial services

Marquis Who's Who Honors Crystal L. Wolf for Expertise in Financial Services

Crystal L. Wolf recognized as a leader in Federal financial management




financial services

Susan Ghabious Khirs, CPA, Honored for Expertise in Financial Services and Accounting

Susan Ghabious Khirs, CPA, celebrated for over 15 years of success in the financial industry




financial services

Marquis Who's Who Honors Philip G. Ferraro III for Expertise in Financial Services

Philip G. Ferraro III is a financial expert dedicated to helping people overcome challenges and achieve their goals




financial services

Marquis Who's Who Honors Omar Chyou for Expertise in Financial Services

Omar Chyou is a distinguished financial advisor and senior vice president at Merrill Lynch Wealth Management




financial services

Marquis Who's Who Selects Toni E. Whaley for Success in Financial Services

Ms. Toni E. Whaley is lauded for her success as the owner and chief executive officer of Paladin Advisor Group/PlanMember Financial Center




financial services

Marquis Who's Who Honors Avinash Boodram for Expertise in Financial Services and Entrepreneurship

Avinash Boodram excels in finance and business management and as the owner of two successful companies




financial services

Marquis Who's Who Honors Mark D. Lechowicz for Expertise in Financial Services

Mark D. Lechowicz is a seasoned wealth advisor who caters to high-net-worth business owners and executives




financial services

Carla H. Midyett Celebrated for Excellence in Financial Services

Carla H. Midyett is a senior vice president and senior credit officer at Encore Bank




financial services

Marquis Who's Who Honors Sujatha Ramesh, MBA, MS, for Leadership and Contributions to the Financial Services and Technology Sectors

Sujatha Ramesh, MBA, MS, is recognized as a distinguished global leader with extensive expertise across the financial services and technology sectors.




financial services

Marquis Who's Who Honors Trevor Black for Expertise in Financial Services and Military Operations

Trevor Black is an expert in strategic planning and predictive analytics in his leading roles at USAA




financial services

Harold Singleton III Celebrated for Dedication to the Financial Services Industry

Harold Singleton III channels years of expertise into board service with Hershey Trust Company and Fidelity Rutland Square Trust II at Fidelity Investments




financial services

Financial Services HR Roundtable: Employment Agreements for Financial Institutions




financial services

Financial Services Roundtable: Update on Compensation Trends in the Financial Services Industry




financial services

Financial Services and Corporate Compliance




financial services

Scrapping the UK Banker Bonus Cap — What Next for Financial Services Pay?

Financial services firms regulated in the UK by both the Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA) have long caused confusion, particularly in international financial services groups, with their complex regulatory pay structures and infamous bonus cap.




financial services

Regulatory Roundup – Key Developments in UK Financial Services

In this article, we share a round-up of the key developments from a regulatory perspective for HR Professionals in UK financial services firms. This covers expected changes to the SMCR regime, regulatory remuneration requirements and whistleblowing framework. We also look at the increasing focus of the regulator on culture and conduct within financial services firms in the wake of recent sexual harassment allegations within a UK asset manager. 

SMCR




financial services

Financial Landscape in the United Kingdom and Ireland: Financial Services Union

Room 21, Parliament Buildings



  • Committee for Finance

financial services

Digital Financial Services (DFS) - Ecosystem

Digital Financial Services (DFS) - Ecosystem




financial services

Digital Financial Services (DFS) - Consumer Experience and Protection

Digital Financial Services (DFS) - Consumer Experience and Protection




financial services

Digital Financial Services (DFS) - Interoperability

Digital Financial Services (DFS) - Interoperability




financial services

Digital Financial Services (DFS) - Technology, Innovation and Competition

Digital Financial Services (DFS) - Technology, Innovation and Competition




financial services

Digital Financial Services (DFS) - Recommendations

Digital Financial Services (DFS) - Recommendations




financial services

Digital Financial Services (DFS) - Executive Summary

Digital Financial Services (DFS) - Executive Summary




financial services

Digital Financial Services (DFS) - Glossary

Digital Financial Services (DFS) - Glossary




financial services

DSTR-DFSECO - The digital financial services ecosystem

DSTR-DFSECO - The digital financial services ecosystem




financial services

DSTR-DFSREG - Regulation in the digital financial services ecosystem

DSTR-DFSREG - Regulation in the digital financial services ecosystem




financial services

DSTR-DFSCA - Competition aspects of digital financial services

DSTR-DFSCA - Competition aspects of digital financial services




financial services

DSTR-DFSCP-Commonly identified consumer protection themes for digital financial services

DSTR-DFSCP-Commonly identified consumer protection themes for digital financial services




financial services

QSTR-SS7-DFS - SS7 vulnerabilities and mitigation measures for digital financial services transactions

QSTR-SS7-DFS - SS7 vulnerabilities and mitigation measures for digital financial services transactions




financial services

FIGI - DFS - Digital Financial Services Consumer Competency Framework

FIGI - DFS - Digital Financial Services Consumer Competency Framework




financial services

FIGI - DFS - Security testing for USSD and STK based Digital Financial Services applications

FIGI - DFS - Security testing for USSD and STK based Digital Financial Services applications




financial services

FIGI - DFS - Digital Financial Services Security Assurance Framework

FIGI - DFS - Digital Financial Services Security Assurance Framework




financial services

FIGI - DFS - e-KYC use cases in Digital Financial Services

FIGI - DFS - e-KYC use cases in Digital Financial Services




financial services

FIGI - DFS - Technical report - Digital Financial Services security audit guideline

FIGI - DFS - Technical report - Digital Financial Services security audit guideline




financial services

QSTR-USSD - Low resource requirement, quantum resistant, encryption of USSD messages for use in financial services

QSTR-USSD - Low resource requirement, quantum resistant, encryption of USSD messages for use in financial services




financial services

FIGI - DFS - Implementation of secure authentication technologies for digital financial services

FIGI - DFS - Implementation of secure authentication technologies for digital financial services




financial services

[ D.263 (05/19) ] - Costs, charges and competition for mobile financial services (MFSs)

Costs, charges and competition for mobile financial services (MFSs)




financial services

[ D.Sup4 (04/20) ] - ITU-T D.263 - Supplement on Principles for increased adoption and use of mobile financial services (MFSs) through effective consumer protection mechanisms

ITU-T D.263 - Supplement on Principles for increased adoption and use of mobile financial services (MFSs) through effective consumer protection mechanisms




financial services

2023 Vertical Markets Spotlight: Speech Technology in Financial Services

Rise in voice banking requires a rise in voice-based support, verification, and AI.




financial services

2024 Vertical Market Case Studies: Speech Technology in Financial Services

Verint Speech Analytics saves money for Premier Bankcard.