ºÝºÝߣshows by User: IRESS / http://www.slideshare.net/images/logo.gif ºÝºÝߣshows by User: IRESS / Thu, 21 Dec 2017 11:55:17 GMT ºÝºÝߣShare feed for ºÝºÝߣshows by User: IRESS What will drive financial services in 2018? /slideshow/iress-predictions-2018-regulation-transformation-conversation-84622717/84622717 iresspredictions2018-171221115518
Three key themes: regulation, transformation and conversation will redefine the delivery of financial services this year. ]]>
Three key themes: regulation, transformation and conversation will redefine the delivery of financial services this year. ]]> Thu, 21 Dec 2017 11:55:17 GMT /slideshow/iress-predictions-2018-regulation-transformation-conversation-84622717/84622717 IRESS@slideshare.net(IRESS) What will drive financial services in 2018? IRESS Three key themes: regulation, transformation and conversation will redefine the delivery of financial services this year. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iresspredictions2018-171221115518-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Three key themes: regulation, transformation and conversation will redefine the delivery of financial services this year.
What will drive financial services in 2018? from IRESS
]]> 1382 1 https://cdn.slidesharecdn.com/ss_thumbnails/iresspredictions2018-171221115518-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 The hybrid planner - the do's and don'ts of digital /slideshow/the-hybrid-planner-the-dos-and-donts-of-digital/81847696 iresschrispittfofpppt241017-171110102142
At the recent PFS Festival of Financial Planning event, Chris Pitt discussed what being digital really means for today's financial planning firms. What should they definitely have on their digital roadmap in 2018 and what factors might need a bit more thought.]]>
At the recent PFS Festival of Financial Planning event, Chris Pitt discussed what being digital really means for today's financial planning firms. What should they definitely have on their digital roadmap in 2018 and what factors might need a bit more thought.]]> Fri, 10 Nov 2017 10:21:42 GMT /slideshow/the-hybrid-planner-the-dos-and-donts-of-digital/81847696 IRESS@slideshare.net(IRESS) The hybrid planner - the do's and don'ts of digital IRESS At the recent PFS Festival of Financial Planning event, Chris Pitt discussed what being digital really means for today's financial planning firms. What should they definitely have on their digital roadmap in 2018 and what factors might need a bit more thought. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iresschrispittfofpppt241017-171110102142-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> At the recent PFS Festival of Financial Planning event, Chris Pitt discussed what being digital really means for today&#39;s financial planning firms. What should they definitely have on their digital roadmap in 2018 and what factors might need a bit more thought.
The hybrid planner - the do's and don'ts of digital from IRESS
]]> 395 2 https://cdn.slidesharecdn.com/ss_thumbnails/iresschrispittfofpppt241017-171110102142-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Henry Woodcock IRESS - IRESS Mortgage Conference 2017 /slideshow/henry-woodcock-iress-iress-mortgage-conference-2017-80651812/80651812 henrywoodcock-iress-iressmortgageconference2017003-171010134029
Innovation and efficiency in the mortgage market conference 2017.]]>
Innovation and efficiency in the mortgage market conference 2017.]]> Tue, 10 Oct 2017 13:40:29 GMT /slideshow/henry-woodcock-iress-iress-mortgage-conference-2017-80651812/80651812 IRESS@slideshare.net(IRESS) Henry Woodcock IRESS - IRESS Mortgage Conference 2017 IRESS Innovation and efficiency in the mortgage market conference 2017. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/henrywoodcock-iress-iressmortgageconference2017003-171010134029-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Innovation and efficiency in the mortgage market conference 2017.
Henry Woodcock IRESS - IRESS Mortgage Conference 2017 from IRESS
]]> 268 3 https://cdn.slidesharecdn.com/ss_thumbnails/henrywoodcock-iress-iressmortgageconference2017003-171010134029-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 GDPR - Threat or opportunity? /slideshow/gdpr-threat-or-opportunity-80601313/80601313 iressgdproct2017slideshare-171009094729
Is GDPR a threat to financial services businesses, or are there potential opportunities to embrace? We weigh up both sides and offer our perspective.]]>
Is GDPR a threat to financial services businesses, or are there potential opportunities to embrace? We weigh up both sides and offer our perspective.]]> Mon, 09 Oct 2017 09:47:29 GMT /slideshow/gdpr-threat-or-opportunity-80601313/80601313 IRESS@slideshare.net(IRESS) GDPR - Threat or opportunity? IRESS Is GDPR a threat to financial services businesses, or are there potential opportunities to embrace? We weigh up both sides and offer our perspective. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iressgdproct2017slideshare-171009094729-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Is GDPR a threat to financial services businesses, or are there potential opportunities to embrace? We weigh up both sides and offer our perspective.
GDPR - Threat or opportunity? from IRESS
]]> 573 5 https://cdn.slidesharecdn.com/ss_thumbnails/iressgdproct2017slideshare-171009094729-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 MiFID II Update August 2017 /slideshow/mifid-ii-update-august-2017/79056088 mifidii-updateaugust2017-170822142755
Chris Pitt, Head of Market Analysis UK, details the upcoming implementation of the EU’s second Markets in Financial Instruments Directive (MiFID II).]]>
Chris Pitt, Head of Market Analysis UK, details the upcoming implementation of the EU’s second Markets in Financial Instruments Directive (MiFID II).]]> Tue, 22 Aug 2017 14:27:55 GMT /slideshow/mifid-ii-update-august-2017/79056088 IRESS@slideshare.net(IRESS) MiFID II Update August 2017 IRESS Chris Pitt, Head of Market Analysis UK, details the upcoming implementation of the EU’s second Markets in Financial Instruments Directive (MiFID II). <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/mifidii-updateaugust2017-170822142755-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Chris Pitt, Head of Market Analysis UK, details the upcoming implementation of the EU’s second Markets in Financial Instruments Directive (MiFID II).
MiFID II Update August 2017 from IRESS
]]> 773 7 https://cdn.slidesharecdn.com/ss_thumbnails/mifidii-updateaugust2017-170822142755-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 What will the financial advice process look like in 2025? /slideshow/what-will-the-financial-advice-process-look-like-in-2025/77608367 04iresslive2017-chrispitt-updated-170707105650
Technology and regulatory change are transforming financial advice as we know it. From MiFID II to PSD 2, see what the future of advice will look like.]]>
Technology and regulatory change are transforming financial advice as we know it. From MiFID II to PSD 2, see what the future of advice will look like.]]> Fri, 07 Jul 2017 10:56:50 GMT /slideshow/what-will-the-financial-advice-process-look-like-in-2025/77608367 IRESS@slideshare.net(IRESS) What will the financial advice process look like in 2025? IRESS Technology and regulatory change are transforming financial advice as we know it. From MiFID II to PSD 2, see what the future of advice will look like. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/04iresslive2017-chrispitt-updated-170707105650-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Technology and regulatory change are transforming financial advice as we know it. From MiFID II to PSD 2, see what the future of advice will look like.
What will the financial advice process look like in 2025? from IRESS
]]> 438 5 https://cdn.slidesharecdn.com/ss_thumbnails/04iresslive2017-chrispitt-updated-170707105650-thumbnail.jpg?width=120&height=120&fit=bounds presentation White http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Solving the scalability challenge /slideshow/solving-the-scalability-challenge/77373543 slideshare-compeeryearlyreview17-andrewfoster-170629144127
With rising service costs (and growth targets), achieving scalability is more important than ever for wealth management firms. ]]>
With rising service costs (and growth targets), achieving scalability is more important than ever for wealth management firms. ]]> Thu, 29 Jun 2017 14:41:27 GMT /slideshow/solving-the-scalability-challenge/77373543 IRESS@slideshare.net(IRESS) Solving the scalability challenge IRESS With rising service costs (and growth targets), achieving scalability is more important than ever for wealth management firms. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/slideshare-compeeryearlyreview17-andrewfoster-170629144127-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> With rising service costs (and growth targets), achieving scalability is more important than ever for wealth management firms.
Solving the scalability challenge from IRESS
]]> 252 3 https://cdn.slidesharecdn.com/ss_thumbnails/slideshare-compeeryearlyreview17-andrewfoster-170629144127-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 IRESS photography /slideshow/iress-photography/77210364 iressphotography-170623154052
The winners from our IRESS internal photography competition. All winners will have the honour of seeing their work displayed on the walls of our new building. ]]>
The winners from our IRESS internal photography competition. All winners will have the honour of seeing their work displayed on the walls of our new building. ]]> Fri, 23 Jun 2017 15:40:52 GMT /slideshow/iress-photography/77210364 IRESS@slideshare.net(IRESS) IRESS photography IRESS The winners from our IRESS internal photography competition. All winners will have the honour of seeing their work displayed on the walls of our new building. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iressphotography-170623154052-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> The winners from our IRESS internal photography competition. All winners will have the honour of seeing their work displayed on the walls of our new building.
IRESS photography from IRESS
]]> 348 3 https://cdn.slidesharecdn.com/ss_thumbnails/iressphotography-170623154052-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 IRESS Market Data Roadmap /IRESS/iress-market-data-roadmap iressmarketdataroadshowslidesharemay2017-170612071749
Highlighting the significant progress made to date towards integrating IRESS and INET BFA market data solutions.]]>
Highlighting the significant progress made to date towards integrating IRESS and INET BFA market data solutions.]]> Mon, 12 Jun 2017 07:17:49 GMT /IRESS/iress-market-data-roadmap IRESS@slideshare.net(IRESS) IRESS Market Data Roadmap IRESS Highlighting the significant progress made to date towards integrating IRESS and INET BFA market data solutions. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iressmarketdataroadshowslidesharemay2017-170612071749-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Highlighting the significant progress made to date towards integrating IRESS and INET BFA market data solutions.
IRESS Market Data Roadmap from IRESS
]]> 423 5 https://cdn.slidesharecdn.com/ss_thumbnails/iressmarketdataroadshowslidesharemay2017-170612071749-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Delivering cost-effective financial advice /slideshow/delivering-costeffective-financial-advice/76770470 westminstercity-08june2017v2-170608152827
Explore some of the fintech tools and innovations that are helping advisers to reduce the cost of financial advice and scale up their service.]]>
Explore some of the fintech tools and innovations that are helping advisers to reduce the cost of financial advice and scale up their service.]]> Thu, 08 Jun 2017 15:28:27 GMT /slideshow/delivering-costeffective-financial-advice/76770470 IRESS@slideshare.net(IRESS) Delivering cost-effective financial advice IRESS Explore some of the fintech tools and innovations that are helping advisers to reduce the cost of financial advice and scale up their service. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/westminstercity-08june2017v2-170608152827-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Explore some of the fintech tools and innovations that are helping advisers to reduce the cost of financial advice and scale up their service.
Delivering cost-effective financial advice from IRESS
]]> 314 3 https://cdn.slidesharecdn.com/ss_thumbnails/westminstercity-08june2017v2-170608152827-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 We're all technology companies now /slideshow/were-all-technology-companies-now/76218016 iressmmilrwidescreen-170522155741
Find out how UK financial advisers are embracing technology to offer a digital advice service]]>
Find out how UK financial advisers are embracing technology to offer a digital advice service]]> Mon, 22 May 2017 15:57:41 GMT /slideshow/were-all-technology-companies-now/76218016 IRESS@slideshare.net(IRESS) We're all technology companies now IRESS Find out how UK financial advisers are embracing technology to offer a digital advice service <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iressmmilrwidescreen-170522155741-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Find out how UK financial advisers are embracing technology to offer a digital advice service
We're all technology companies now from IRESS
]]> 225 5 https://cdn.slidesharecdn.com/ss_thumbnails/iressmmilrwidescreen-170522155741-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Is digital transformation just the latest fad /slideshow/is-digital-transformation-just-the-latest-fad/75652416 isdigitaltransformationjustthelatestfad-170503202746
Is digital transformation just the latest fad to make businesses invest in more technology? Henry Woodcock, Principal Mortgage Consultant speaking at BSA Conference 3rd May]]>
Is digital transformation just the latest fad to make businesses invest in more technology? Henry Woodcock, Principal Mortgage Consultant speaking at BSA Conference 3rd May]]> Wed, 03 May 2017 20:27:46 GMT /slideshow/is-digital-transformation-just-the-latest-fad/75652416 IRESS@slideshare.net(IRESS) Is digital transformation just the latest fad IRESS Is digital transformation just the latest fad to make businesses invest in more technology? Henry Woodcock, Principal Mortgage Consultant speaking at BSA Conference 3rd May <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/isdigitaltransformationjustthelatestfad-170503202746-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Is digital transformation just the latest fad to make businesses invest in more technology? Henry Woodcock, Principal Mortgage Consultant speaking at BSA Conference 3rd May
Is digital transformation just the latest fad from IRESS
]]> 985 4 https://cdn.slidesharecdn.com/ss_thumbnails/isdigitaltransformationjustthelatestfad-170503202746-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Intermediary Mortgage Survey 2017 /slideshow/intermediary-mortgage-survey-2017/75434202 ims2017henrywoodcock010417169-170426154619
Henry Woodcock presenting the IRESS Intermediary Mortgage Survey 2017 findingsat Mortgage Business Expo in Leeds on 26th April 2017.]]>
Henry Woodcock presenting the IRESS Intermediary Mortgage Survey 2017 findingsat Mortgage Business Expo in Leeds on 26th April 2017.]]> Wed, 26 Apr 2017 15:46:19 GMT /slideshow/intermediary-mortgage-survey-2017/75434202 IRESS@slideshare.net(IRESS) Intermediary Mortgage Survey 2017 IRESS Henry Woodcock presenting the IRESS Intermediary Mortgage Survey 2017 findingsat Mortgage Business Expo in Leeds on 26th April 2017. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/ims2017henrywoodcock010417169-170426154619-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Henry Woodcock presenting the IRESS Intermediary Mortgage Survey 2017 findingsat Mortgage Business Expo in Leeds on 26th April 2017.
Intermediary Mortgage Survey 2017 from IRESS
]]> 213 8 https://cdn.slidesharecdn.com/ss_thumbnails/ims2017henrywoodcock010417169-170426154619-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 The Death of Legacy Systems? /slideshow/the-death-of-legacy-systems-74455883/74455883 thedeathoflegacysystems-170405150338
IRESS & ComPeer our research partner interviewed COO's and Heads of Technology who are responsible for £100bn assets under management to understand the challenges of ageing legacy systems. IRESS present their key findings and conclusions from this industry wide Wealth Management research. ]]>
IRESS & ComPeer our research partner interviewed COO's and Heads of Technology who are responsible for £100bn assets under management to understand the challenges of ageing legacy systems. IRESS present their key findings and conclusions from this industry wide Wealth Management research. ]]> Wed, 05 Apr 2017 15:03:38 GMT /slideshow/the-death-of-legacy-systems-74455883/74455883 IRESS@slideshare.net(IRESS) The Death of Legacy Systems? IRESS IRESS & ComPeer our research partner interviewed COO's and Heads of Technology who are responsible for £100bn assets under management to understand the challenges of ageing legacy systems. IRESS present their key findings and conclusions from this industry wide Wealth Management research. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/thedeathoflegacysystems-170405150338-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> IRESS &amp; ComPeer our research partner interviewed COO&#39;s and Heads of Technology who are responsible for £100bn assets under management to understand the challenges of ageing legacy systems. IRESS present their key findings and conclusions from this industry wide Wealth Management research.
The Death of Legacy Systems? from IRESS
]]> 94 3 https://cdn.slidesharecdn.com/ss_thumbnails/thedeathoflegacysystems-170405150338-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Getting commercial about customer experience (and 3 things that should be high on your CX agenda) /slideshow/getting-commercial-about-customer-experience-and-3-things-that-should-be-high-on-your-cx-agenda/73209307 iress-gettingcommercialaboutcustomerexperience-170316120335
Customer Experience (CX) has become the buzzword of 2017, but why exactly should it be a key commercial priority for wealth management firms, and what are the three areas that should be at the top of your CX agenda?]]>
Customer Experience (CX) has become the buzzword of 2017, but why exactly should it be a key commercial priority for wealth management firms, and what are the three areas that should be at the top of your CX agenda?]]> Thu, 16 Mar 2017 12:03:35 GMT /slideshow/getting-commercial-about-customer-experience-and-3-things-that-should-be-high-on-your-cx-agenda/73209307 IRESS@slideshare.net(IRESS) Getting commercial about customer experience (and 3 things that should be high on your CX agenda) IRESS Customer Experience (CX) has become the buzzword of 2017, but why exactly should it be a key commercial priority for wealth management firms, and what are the three areas that should be at the top of your CX agenda? <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iress-gettingcommercialaboutcustomerexperience-170316120335-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Customer Experience (CX) has become the buzzword of 2017, but why exactly should it be a key commercial priority for wealth management firms, and what are the three areas that should be at the top of your CX agenda?
Getting commercial about customer experience (and 3 things that should be high on your CX agenda) from IRESS
]]> 539 2 https://cdn.slidesharecdn.com/ss_thumbnails/iress-gettingcommercialaboutcustomerexperience-170316120335-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 The Paraplanners' Perspective - Technology & the Advice Process /slideshow/the-paraplanners-perspective-technology-the-advice-process/72754595 cisiparaplannerworkshop010317slideshare-170302220601
The Paraplanners's perspective - from the evolution of technology to how technology has enhanced the advice process and the role of Paraplanners'. Colin Sloss outlines his thoughts at a recent CISI Paraplanner workshop. ]]>
The Paraplanners's perspective - from the evolution of technology to how technology has enhanced the advice process and the role of Paraplanners'. Colin Sloss outlines his thoughts at a recent CISI Paraplanner workshop. ]]> Thu, 02 Mar 2017 22:06:01 GMT /slideshow/the-paraplanners-perspective-technology-the-advice-process/72754595 IRESS@slideshare.net(IRESS) The Paraplanners' Perspective - Technology & the Advice Process IRESS The Paraplanners's perspective - from the evolution of technology to how technology has enhanced the advice process and the role of Paraplanners'. Colin Sloss outlines his thoughts at a recent CISI Paraplanner workshop. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/cisiparaplannerworkshop010317slideshare-170302220601-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> The Paraplanners&#39;s perspective - from the evolution of technology to how technology has enhanced the advice process and the role of Paraplanners&#39;. Colin Sloss outlines his thoughts at a recent CISI Paraplanner workshop.
The Paraplanners' Perspective - Technology & the Advice Process from IRESS
]]> 257 3 https://cdn.slidesharecdn.com/ss_thumbnails/cisiparaplannerworkshop010317slideshare-170302220601-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 The evolving role of technology /IRESS/the-evolving-role-of-technology-colin-sloss-cisi-london theevolvingroleoftechnology-colinsloss-cisilondon-170201122234
Colin Sloss presented 'Lifestyle goals investment planning - the evolving role of technology' at the CISI financial planners event at their London head office in January 2017.]]>
Colin Sloss presented 'Lifestyle goals investment planning - the evolving role of technology' at the CISI financial planners event at their London head office in January 2017.]]> Wed, 01 Feb 2017 12:22:34 GMT /IRESS/the-evolving-role-of-technology-colin-sloss-cisi-london IRESS@slideshare.net(IRESS) The evolving role of technology IRESS Colin Sloss presented 'Lifestyle goals investment planning - the evolving role of technology' at the CISI financial planners event at their London head office in January 2017. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/theevolvingroleoftechnology-colinsloss-cisilondon-170201122234-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Colin Sloss presented &#39;Lifestyle goals investment planning - the evolving role of technology&#39; at the CISI financial planners event at their London head office in January 2017.
The evolving role of technology from IRESS
]]> 380 4 https://cdn.slidesharecdn.com/ss_thumbnails/theevolvingroleoftechnology-colinsloss-cisilondon-170201122234-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Voice of the client - 1000 HNW and affluent investors /IRESS/voice-of-the-client-1000-hnw-and-affluent-investors iress-voiceoftheclient-161208103222
IRESS, research partner to Compeer, responds to research findings of a 1000 high net worth and affluent investors. Presented at the Clients' View conference, 1st December 2016.]]>
IRESS, research partner to Compeer, responds to research findings of a 1000 high net worth and affluent investors. Presented at the Clients' View conference, 1st December 2016.]]> Thu, 08 Dec 2016 10:32:21 GMT /IRESS/voice-of-the-client-1000-hnw-and-affluent-investors IRESS@slideshare.net(IRESS) Voice of the client - 1000 HNW and affluent investors IRESS IRESS, research partner to Compeer, responds to research findings of a 1000 high net worth and affluent investors. Presented at the Clients' View conference, 1st December 2016. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iress-voiceoftheclient-161208103222-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> IRESS, research partner to Compeer, responds to research findings of a 1000 high net worth and affluent investors. Presented at the Clients&#39; View conference, 1st December 2016.
Voice of the client - 1000 HNW and affluent investors from IRESS
]]> 298 5 https://cdn.slidesharecdn.com/ss_thumbnails/iress-voiceoftheclient-161208103222-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Is Investing Dull? How technology can be used to promote and sustain client engagement /slideshow/is-investing-dull-how-technology-can-be-used-to-promote-and-sustain-client-engagement/68895170 iresssimonnew-isinvestingdull-technologyforclientengagement-161114101454
Presented at the WMA Annual Summit 2016, Simon New explored the current world of investing and suggested ways in which the industry can take inspiration from others to enhance the client investment process through better engagement]]>
Presented at the WMA Annual Summit 2016, Simon New explored the current world of investing and suggested ways in which the industry can take inspiration from others to enhance the client investment process through better engagement]]> Mon, 14 Nov 2016 10:14:54 GMT /slideshow/is-investing-dull-how-technology-can-be-used-to-promote-and-sustain-client-engagement/68895170 IRESS@slideshare.net(IRESS) Is Investing Dull? How technology can be used to promote and sustain client engagement IRESS Presented at the WMA Annual Summit 2016, Simon New explored the current world of investing and suggested ways in which the industry can take inspiration from others to enhance the client investment process through better engagement <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iresssimonnew-isinvestingdull-technologyforclientengagement-161114101454-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Presented at the WMA Annual Summit 2016, Simon New explored the current world of investing and suggested ways in which the industry can take inspiration from others to enhance the client investment process through better engagement
Is Investing Dull? How technology can be used to promote and sustain client engagement from IRESS
]]> 3121 7 https://cdn.slidesharecdn.com/ss_thumbnails/iresssimonnew-isinvestingdull-technologyforclientengagement-161114101454-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 IRESS solutions for Integrated Trading and Clearing /slideshow/iress-solutions-for-integrated-trading-and-clearing/66943852 iressitacshowcase-161010062915
Shaun Nicholson presents IRESS solutions at the JSE Integrated Trading and Clearing Showcase.]]>
Shaun Nicholson presents IRESS solutions at the JSE Integrated Trading and Clearing Showcase.]]> Mon, 10 Oct 2016 06:29:15 GMT /slideshow/iress-solutions-for-integrated-trading-and-clearing/66943852 IRESS@slideshare.net(IRESS) IRESS solutions for Integrated Trading and Clearing IRESS Shaun Nicholson presents IRESS solutions at the JSE Integrated Trading and Clearing Showcase. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/iressitacshowcase-161010062915-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Shaun Nicholson presents IRESS solutions at the JSE Integrated Trading and Clearing Showcase.
IRESS solutions for Integrated Trading and Clearing from IRESS
]]> 505 4 https://cdn.slidesharecdn.com/ss_thumbnails/iressitacshowcase-161010062915-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 https://cdn.slidesharecdn.com/profile-photo-IRESS-48x48.jpg?cb=1547726735 The leading supplier of technology for wealth management, financial markets and the mortgage industry. www.iress.com https://cdn.slidesharecdn.com/ss_thumbnails/iresspredictions2018-171221115518-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/iress-predictions-2018-regulation-transformation-conversation-84622717/84622717 What will drive financ... https://cdn.slidesharecdn.com/ss_thumbnails/iresschrispittfofpppt241017-171110102142-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/the-hybrid-planner-the-dos-and-donts-of-digital/81847696 The hybrid planner - t... https://cdn.slidesharecdn.com/ss_thumbnails/henrywoodcock-iress-iressmortgageconference2017003-171010134029-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/henry-woodcock-iress-iress-mortgage-conference-2017-80651812/80651812 Henry Woodcock IRESS -...