�ݺ�ߣshows by User: nicsaonline

�ݺ�ߣshows by User: nicsaonline / http://www.slideshare.net/images/logo.gif �ݺ�ߣshows by User: nicsaonline / Fri, 15 Nov 2019 17:11:43 GMT �ݺ�ߣShare feed for �ݺ�ߣshows by User: nicsaonline Understanding ROI: The Real Impact of Data Quality /slideshow/understanding-roi-the-real-impact-of-data-quality/193997772 understandingroi11-191115171143
Calculating ROI on data initiatives is critical to business planning. Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points. This panel of asset managers and data professionals will investigate strategies, implementation and measurement at various firms.]]>
Calculating ROI on data initiatives is critical to business planning. Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points. This panel of asset managers and data professionals will investigate strategies, implementation and measurement at various firms.]]> Fri, 15 Nov 2019 17:11:43 GMT /slideshow/understanding-roi-the-real-impact-of-data-quality/193997772 nicsaonline@slideshare.net(nicsaonline) Understanding ROI: The Real Impact of Data Quality nicsaonline Calculating ROI on data initiatives is critical to business planning. Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points. This panel of asset managers and data professionals will investigate strategies, implementation and measurement at various firms. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/understandingroi11-191115171143-thumbnail.jpg?width=120&height=120&fit=bounds" /> Calculating ROI on data initiatives is critical to business planning. Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points. This panel of asset managers and data professionals will investigate strategies, implementation and measurement at various firms.

Understanding ROI: The Real Impact of Data Quality from NICSA

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1 The Reality Behind Buzzwords Series: Blockchain /slideshow/the-reality-behind-buzzwords-series-blockchain/175143345 realitybehindbuzzwordsblockchainslidedeck-190923153645
Business execs looking for the latest update on technology issues impacting the global asset management industry are invited to join NICSA’s panel of experts as they guide participants through case studies and applications of the most buzzworthy innovations. In this ongoing webinar series, we will focus on one buzzword at a time to learn “tech speak,” fine tune the application of the term, and know what buzzwords are a reality in practical business models within the asset management industry.]]>
Business execs looking for the latest update on technology issues impacting the global asset management industry are invited to join NICSA’s panel of experts as they guide participants through case studies and applications of the most buzzworthy innovations. In this ongoing webinar series, we will focus on one buzzword at a time to learn “tech speak,” fine tune the application of the term, and know what buzzwords are a reality in practical business models within the asset management industry.]]> Mon, 23 Sep 2019 15:36:45 GMT /slideshow/the-reality-behind-buzzwords-series-blockchain/175143345 nicsaonline@slideshare.net(nicsaonline) The Reality Behind Buzzwords Series: Blockchain nicsaonline Business execs looking for the latest update on technology issues impacting the global asset management industry are invited to join NICSA’s panel of experts as they guide participants through case studies and applications of the most buzzworthy innovations. In this ongoing webinar series, we will focus on one buzzword at a time to learn “tech speak,” fine tune the application of the term, and know what buzzwords are a reality in practical business models within the asset management industry. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/realitybehindbuzzwordsblockchainslidedeck-190923153645-thumbnail.jpg?width=120&height=120&fit=bounds" /> Business execs looking for the latest update on technology issues impacting the global asset management industry are invited to join NICSA’s panel of experts as they guide participants through case studies and applications of the most buzzworthy innovations. In this ongoing webinar series, we will focus on one buzzword at a time to learn “tech speak,” fine tune the application of the term, and know what buzzwords are a reality in practical business models within the asset management industry.

The Reality Behind Buzzwords Series: Blockchain from NICSA

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1 Industry Leaders Outlook: Product & Marketing Roundtable /slideshow/industry-leaders-outlook-product-marketing-roundtable/171667092 nicsaproductmarketingroundtable9-190913182319
New ways of attracting and engaging investors make 2019 an exciting (and challenging) time to work in global asset management. The industry is facing rapid evolution in terms of product development and marketing trends. Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty. Find out what product trends have traction for the long term and how product and marketing teams are working together to support these trends.]]>
New ways of attracting and engaging investors make 2019 an exciting (and challenging) time to work in global asset management. The industry is facing rapid evolution in terms of product development and marketing trends. Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty. Find out what product trends have traction for the long term and how product and marketing teams are working together to support these trends.]]> Fri, 13 Sep 2019 18:23:19 GMT /slideshow/industry-leaders-outlook-product-marketing-roundtable/171667092 nicsaonline@slideshare.net(nicsaonline) Industry Leaders Outlook: Product & Marketing Roundtable nicsaonline New ways of attracting and engaging investors make 2019 an exciting (and challenging) time to work in global asset management. The industry is facing rapid evolution in terms of product development and marketing trends. Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty. Find out what product trends have traction for the long term and how product and marketing teams are working together to support these trends. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsaproductmarketingroundtable9-190913182319-thumbnail.jpg?width=120&height=120&fit=bounds" /> New ways of attracting and engaging investors make 2019 an exciting (and challenging) time to work in global asset management. The industry is facing rapid evolution in terms of product development and marketing trends. Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty. Find out what product trends have traction for the long term and how product and marketing teams are working together to support these trends.

Industry Leaders Outlook: Product & Marketing Roundtable from NICSA

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1 Understanding Regulation Best Interest /slideshow/understanding-regulation-best-interest/164083262 finalnicsaunderstandingregbi-190815171351
This presentation will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI.]]>
This presentation will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI.]]> Thu, 15 Aug 2019 17:13:51 GMT /slideshow/understanding-regulation-best-interest/164083262 nicsaonline@slideshare.net(nicsaonline) Understanding Regulation Best Interest nicsaonline This presentation will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/finalnicsaunderstandingregbi-190815171351-thumbnail.jpg?width=120&height=120&fit=bounds" /> This presentation will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI.

Understanding Regulation Best Interest from NICSA

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1 Trends in the Advisor Market /slideshow/trends-in-the-advisor-market/161213238 cogentadvisortrendswebinar-7-190805125710
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.]]>
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.]]> Mon, 05 Aug 2019 12:57:10 GMT /slideshow/trends-in-the-advisor-market/161213238 nicsaonline@slideshare.net(nicsaonline) Trends in the Advisor Market nicsaonline Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/cogentadvisortrendswebinar-7-190805125710-thumbnail.jpg?width=120&height=120&fit=bounds" /> Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.

Trends in the Advisor Market from NICSA

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1 New Challenges on the TA Compliance Landscape /slideshow/new-challenges-on-the-ta-compliance-landscape/148869485 nicsanewchallengesonthetacompliancelandscapewebinar41-read-only-190604190750
Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.]]>
Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.]]> Tue, 04 Jun 2019 19:07:50 GMT /slideshow/new-challenges-on-the-ta-compliance-landscape/148869485 nicsaonline@slideshare.net(nicsaonline) New Challenges on the TA Compliance Landscape nicsaonline Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsanewchallengesonthetacompliancelandscapewebinar41-read-only-190604190750-thumbnail.jpg?width=120&height=120&fit=bounds" /> Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.

New Challenges on the TA Compliance Landscape from NICSA

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1 Navigating Turbulent Changes to the Sanctions Landscape /slideshow/navigating-turbulent-changes-to-the-sanctions-landscape/148012198 sixnicsasanctionswebinar2019-190528191906
Recent geo-political events have made for challenging times for sanctions compliance professionals. SIX is hosting a webinar with NICSA members to explore ways to reduce operational risk by staying one step ahead of evolving economic sanctions.]]>
Recent geo-political events have made for challenging times for sanctions compliance professionals. SIX is hosting a webinar with NICSA members to explore ways to reduce operational risk by staying one step ahead of evolving economic sanctions.]]> Tue, 28 May 2019 19:19:06 GMT /slideshow/navigating-turbulent-changes-to-the-sanctions-landscape/148012198 nicsaonline@slideshare.net(nicsaonline) Navigating Turbulent Changes to the Sanctions Landscape nicsaonline Recent geo-political events have made for challenging times for sanctions compliance professionals. SIX is hosting a webinar with NICSA members to explore ways to reduce operational risk by staying one step ahead of evolving economic sanctions. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/sixnicsasanctionswebinar2019-190528191906-thumbnail.jpg?width=120&height=120&fit=bounds" /> Recent geo-political events have made for challenging times for sanctions compliance professionals. SIX is hosting a webinar with NICSA members to explore ways to reduce operational risk by staying one step ahead of evolving economic sanctions.

Navigating Turbulent Changes to the Sanctions Landscape from NICSA

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1 Engaging and Empowering A Diverse Workforce /slideshow/engaging-and-empowering-a-diverse-workforce/140908268 diversityprojectwebinarpresentation-190415164912
Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry. Rethink industry hiring practices and explore how diversifying the workplace reshapes opportunity. Listen to panelist Dan Houlihan, Head of Asset Servicing for North America, and Jim Fitzpatrick, President of NICSA, as they share more information about The Diversity Project North America, an organization dedicated to a more inclusive workforce culture.]]>
Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry. Rethink industry hiring practices and explore how diversifying the workplace reshapes opportunity. Listen to panelist Dan Houlihan, Head of Asset Servicing for North America, and Jim Fitzpatrick, President of NICSA, as they share more information about The Diversity Project North America, an organization dedicated to a more inclusive workforce culture.]]> Mon, 15 Apr 2019 16:49:12 GMT /slideshow/engaging-and-empowering-a-diverse-workforce/140908268 nicsaonline@slideshare.net(nicsaonline) Engaging and Empowering A Diverse Workforce nicsaonline Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry. Rethink industry hiring practices and explore how diversifying the workplace reshapes opportunity. Listen to panelist Dan Houlihan, Head of Asset Servicing for North America, and Jim Fitzpatrick, President of NICSA, as they share more information about The Diversity Project North America, an organization dedicated to a more inclusive workforce culture. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/diversityprojectwebinarpresentation-190415164912-thumbnail.jpg?width=120&height=120&fit=bounds" /> Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry. Rethink industry hiring practices and explore how diversifying the workplace reshapes opportunity. Listen to panelist Dan Houlihan, Head of Asset Servicing for North America, and Jim Fitzpatrick, President of NICSA, as they share more information about The Diversity Project North America, an organization dedicated to a more inclusive workforce culture.

Engaging and Empowering A Diverse Workforce from NICSA

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1 Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes /nicsaonline/retirement-2020-maximize-participationboost-efficiency-accelerate-outcomes nicsaretirement2020final-190325204454
There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules. This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies. Key Objectives: Our panel will take a deep dive into the trends driving the retirement industry foreword including: Behavioral finance strategies aimed at closing the retirement savings gap Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity]]>
There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules. This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies. Key Objectives: Our panel will take a deep dive into the trends driving the retirement industry foreword including: Behavioral finance strategies aimed at closing the retirement savings gap Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity]]> Mon, 25 Mar 2019 20:44:54 GMT /nicsaonline/retirement-2020-maximize-participationboost-efficiency-accelerate-outcomes nicsaonline@slideshare.net(nicsaonline) Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes nicsaonline There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules. This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies. Key Objectives: Our panel will take a deep dive into the trends driving the retirement industry foreword including: Behavioral finance strategies aimed at closing the retirement savings gap Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsaretirement2020final-190325204454-thumbnail.jpg?width=120&height=120&fit=bounds" /> There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules. This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies. Key Objectives: Our panel will take a deep dive into the trends driving the retirement industry foreword including: Behavioral finance strategies aimed at closing the retirement savings gap Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity

Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes from NICSA

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1 Building Deeper Advisory Relationships with Data /slideshow/building-deeper-advisory-relationships-with-data/137481360 buildingdeeperadvisoryrelationshipswithdatafinal-190321132621
An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors. The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management.]]>
An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors. The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management.]]> Thu, 21 Mar 2019 13:26:21 GMT /slideshow/building-deeper-advisory-relationships-with-data/137481360 nicsaonline@slideshare.net(nicsaonline) Building Deeper Advisory Relationships with Data nicsaonline An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors. The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/buildingdeeperadvisoryrelationshipswithdatafinal-190321132621-thumbnail.jpg?width=120&height=120&fit=bounds" /> An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors. The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management.

Building Deeper Advisory Relationships with Data from NICSA

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1 FinReg Outlook: Clouds on the Horizon /slideshow/finreg-outlook-clouds-on-the-horizon/133923342 finregoutlookcloudsonthehorizonfinal-190301191532
Will regulatory temperature rise again this year? With regulators on both sides of the Atlantic poised to take action on multiple fronts, it is important that asset managers understand what issues are on the horizon. This webinar aims at giving you key information on new developments, regulations, and trends that we think asset managers should be tracking for the year ahead. EU elections in May 2019: What to expect? EU policymakers face a tight deadline to get all open legislative proposals approved ahead of the EU Parliamentary elections in May 2019. Key open issues include: updates to the UCITS and AIFMD frameworks, a proposed Environmental, Social, and Governance (ESG) framework, the creation of a Pan-European Personal Pension Product, and changes to the European Market Infrastructure Regulation. What’s in the Pipeline? Get the latest insight on UCITS 6, AIFMD 2, PRIIPS2, MiFID 3, as well as the latest on the regulation of digital assets from a panel of industry experts and thought leaders. ]]>
Will regulatory temperature rise again this year? With regulators on both sides of the Atlantic poised to take action on multiple fronts, it is important that asset managers understand what issues are on the horizon. This webinar aims at giving you key information on new developments, regulations, and trends that we think asset managers should be tracking for the year ahead. EU elections in May 2019: What to expect? EU policymakers face a tight deadline to get all open legislative proposals approved ahead of the EU Parliamentary elections in May 2019. Key open issues include: updates to the UCITS and AIFMD frameworks, a proposed Environmental, Social, and Governance (ESG) framework, the creation of a Pan-European Personal Pension Product, and changes to the European Market Infrastructure Regulation. What’s in the Pipeline? Get the latest insight on UCITS 6, AIFMD 2, PRIIPS2, MiFID 3, as well as the latest on the regulation of digital assets from a panel of industry experts and thought leaders. ]]> Fri, 01 Mar 2019 19:15:32 GMT /slideshow/finreg-outlook-clouds-on-the-horizon/133923342 nicsaonline@slideshare.net(nicsaonline) FinReg Outlook: Clouds on the Horizon nicsaonline Will regulatory temperature rise again this year? With regulators on both sides of the Atlantic poised to take action on multiple fronts, it is important that asset managers understand what issues are on the horizon. This webinar aims at giving you key information on new developments, regulations, and trends that we think asset managers should be tracking for the year ahead. EU elections in May 2019: What to expect? EU policymakers face a tight deadline to get all open legislative proposals approved ahead of the EU Parliamentary elections in May 2019. Key open issues include: updates to the UCITS and AIFMD frameworks, a proposed Environmental, Social, and Governance (ESG) framework, the creation of a Pan-European Personal Pension Product, and changes to the European Market Infrastructure Regulation. What’s in the Pipeline? Get the latest insight on UCITS 6, AIFMD 2, PRIIPS2, MiFID 3, as well as the latest on the regulation of digital assets from a panel of industry experts and thought leaders. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/finregoutlookcloudsonthehorizonfinal-190301191532-thumbnail.jpg?width=120&height=120&fit=bounds" /> Will regulatory temperature rise again this year? With regulators on both sides of the Atlantic poised to take action on multiple fronts, it is important that asset managers understand what issues are on the horizon. This webinar aims at giving you key information on new developments, regulations, and trends that we think asset managers should be tracking for the year ahead. EU elections in May 2019: What to expect? EU policymakers face a tight deadline to get all open legislative proposals approved ahead of the EU Parliamentary elections in May 2019. Key open issues include: updates to the UCITS and AIFMD frameworks, a proposed Environmental, Social, and Governance (ESG) framework, the creation of a Pan-European Personal Pension Product, and changes to the European Market Infrastructure Regulation. What’s in the Pipeline? Get the latest insight on UCITS 6, AIFMD 2, PRIIPS2, MiFID 3, as well as the latest on the regulation of digital assets from a panel of industry experts and thought leaders.

FinReg Outlook: Clouds on the Horizon from NICSA

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1 Preparing for the Next-Gen Client Base /nicsaonline/preparing-for-the-nextgen-client-base nicsapreparingforthenext-genclientbasefinal-190212183758
Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate. Tenured experts from Broadridge and Cogent will take a deep dive into the profile of the Affluent Millennial including: - Product usage - Risk tolerance - Financial priorities]]>
Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate. Tenured experts from Broadridge and Cogent will take a deep dive into the profile of the Affluent Millennial including: - Product usage - Risk tolerance - Financial priorities]]> Tue, 12 Feb 2019 18:37:58 GMT /nicsaonline/preparing-for-the-nextgen-client-base nicsaonline@slideshare.net(nicsaonline) Preparing for the Next-Gen Client Base nicsaonline Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate. Tenured experts from Broadridge and Cogent will take a deep dive into the profile of the Affluent Millennial including: - Product usage - Risk tolerance - Financial priorities <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsapreparingforthenext-genclientbasefinal-190212183758-thumbnail.jpg?width=120&height=120&fit=bounds" /> Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate. Tenured experts from Broadridge and Cogent will take a deep dive into the profile of the Affluent Millennial including: - Product usage - Risk tolerance - Financial priorities

Preparing for the Next-Gen Client Base from NICSA

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1 Tax & Reporting Update: Avoiding Fund Reporting Traps /slideshow/tax-reporting-update-avoiding-fund-reporting-traps/129754936 nicsataxandreportingupdate-190129203526
As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019. Join NICSA for recap of recent and proposed legislation impacting financial reporting. Get an up-to-the-minute state of the union and hear the questions most asked by fund boards. Professionals from State Street and EY will provide an in depth look at the tax developments and accounting standards having the biggest impact on the upcoming reporting periods. Learning Objectives: • Understanding of the current regulatory environment • Overview of reporting requirements with biggest impact to asset managers • Tax legislation and technical corrections update, including Section 199]]>
As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019. Join NICSA for recap of recent and proposed legislation impacting financial reporting. Get an up-to-the-minute state of the union and hear the questions most asked by fund boards. Professionals from State Street and EY will provide an in depth look at the tax developments and accounting standards having the biggest impact on the upcoming reporting periods. Learning Objectives: • Understanding of the current regulatory environment • Overview of reporting requirements with biggest impact to asset managers • Tax legislation and technical corrections update, including Section 199]]> Tue, 29 Jan 2019 20:35:26 GMT /slideshow/tax-reporting-update-avoiding-fund-reporting-traps/129754936 nicsaonline@slideshare.net(nicsaonline) Tax & Reporting Update: Avoiding Fund Reporting Traps nicsaonline As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019. Join NICSA for recap of recent and proposed legislation impacting financial reporting. Get an up-to-the-minute state of the union and hear the questions most asked by fund boards. Professionals from State Street and EY will provide an in depth look at the tax developments and accounting standards having the biggest impact on the upcoming reporting periods. Learning Objectives: • Understanding of the current regulatory environment • Overview of reporting requirements with biggest impact to asset managers • Tax legislation and technical corrections update, including Section 199 <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsataxandreportingupdate-190129203526-thumbnail.jpg?width=120&height=120&fit=bounds" /> As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019. Join NICSA for recap of recent and proposed legislation impacting financial reporting. Get an up-to-the-minute state of the union and hear the questions most asked by fund boards. Professionals from State Street and EY will provide an in depth look at the tax developments and accounting standards having the biggest impact on the upcoming reporting periods. Learning Objectives: • Understanding of the current regulatory environment • Overview of reporting requirements with biggest impact to asset managers • Tax legislation and technical corrections update, including Section 199

Tax & Reporting Update: Avoiding Fund Reporting Traps from NICSA

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1 Next Generation Proxy Voting /slideshow/next-generation-proxy-voting/128198254 nicsanextgenerationproxyvotingfinal-190116172251
Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals. Join us for a discussion about the rise of social media and text messaging and how to apply these digital strategies to shareholder voting and how distributed ledger technology eliminates the need for post-vote reconciliation. Participate in an active discussion on how the accuracy, transparency, and efficiency of the proxy voting and solicitation system can be improved via digital strategies.]]>
Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals. Join us for a discussion about the rise of social media and text messaging and how to apply these digital strategies to shareholder voting and how distributed ledger technology eliminates the need for post-vote reconciliation. Participate in an active discussion on how the accuracy, transparency, and efficiency of the proxy voting and solicitation system can be improved via digital strategies.]]> Wed, 16 Jan 2019 17:22:51 GMT /slideshow/next-generation-proxy-voting/128198254 nicsaonline@slideshare.net(nicsaonline) Next Generation Proxy Voting nicsaonline Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals. Join us for a discussion about the rise of social media and text messaging and how to apply these digital strategies to shareholder voting and how distributed ledger technology eliminates the need for post-vote reconciliation. Participate in an active discussion on how the accuracy, transparency, and efficiency of the proxy voting and solicitation system can be improved via digital strategies. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsanextgenerationproxyvotingfinal-190116172251-thumbnail.jpg?width=120&height=120&fit=bounds" /> Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals. Join us for a discussion about the rise of social media and text messaging and how to apply these digital strategies to shareholder voting and how distributed ledger technology eliminates the need for post-vote reconciliation. Participate in an active discussion on how the accuracy, transparency, and efficiency of the proxy voting and solicitation system can be improved via digital strategies.

Next Generation Proxy Voting from NICSA

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1 Best Practices in Building a Global Compliance Program /slideshow/best-practices-in-building-a-global-compliance-program/126358187 nicsa-bestpracticesforbuildingaglobalcomplianceprogramslides-181220152810
Investment firms with an international footprint are beginning to integrate a global view on their overall compliance policies and programs. Join our panel of experts for an in-depth discussion about the challenges firms face, and the efficiencies they can gain, by creating and maintaining a global compliance program. What does the interaction across jurisdictions look like? How do firms coordinate across borders? Hear a panel of asset managers and financial service providers dissect the best practices and overall impact of globalizing risk and compliance programs. ]]>
Investment firms with an international footprint are beginning to integrate a global view on their overall compliance policies and programs. Join our panel of experts for an in-depth discussion about the challenges firms face, and the efficiencies they can gain, by creating and maintaining a global compliance program. What does the interaction across jurisdictions look like? How do firms coordinate across borders? Hear a panel of asset managers and financial service providers dissect the best practices and overall impact of globalizing risk and compliance programs. ]]> Thu, 20 Dec 2018 15:28:09 GMT /slideshow/best-practices-in-building-a-global-compliance-program/126358187 nicsaonline@slideshare.net(nicsaonline) Best Practices in Building a Global Compliance Program nicsaonline Investment firms with an international footprint are beginning to integrate a global view on their overall compliance policies and programs. Join our panel of experts for an in-depth discussion about the challenges firms face, and the efficiencies they can gain, by creating and maintaining a global compliance program. What does the interaction across jurisdictions look like? How do firms coordinate across borders? Hear a panel of asset managers and financial service providers dissect the best practices and overall impact of globalizing risk and compliance programs. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsa-bestpracticesforbuildingaglobalcomplianceprogramslides-181220152810-thumbnail.jpg?width=120&height=120&fit=bounds" /> Investment firms with an international footprint are beginning to integrate a global view on their overall compliance policies and programs. Join our panel of experts for an in-depth discussion about the challenges firms face, and the efficiencies they can gain, by creating and maintaining a global compliance program. What does the interaction across jurisdictions look like? How do firms coordinate across borders? Hear a panel of asset managers and financial service providers dissect the best practices and overall impact of globalizing risk and compliance programs.

Best Practices in Building a Global Compliance Program from NICSA

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1 AI Trends with Traction /slideshow/ai-trends-with-traction/125921423 nicsaaitrendswithtractionfinal-181214193811
Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions. Join our candid discussion with some of today’s leading experts on where the dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry. Hear asset management case studies in and get an insider’s “reality check” on all things AI.]]>
Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions. Join our candid discussion with some of today’s leading experts on where the dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry. Hear asset management case studies in and get an insider’s “reality check” on all things AI.]]> Fri, 14 Dec 2018 19:38:11 GMT /slideshow/ai-trends-with-traction/125921423 nicsaonline@slideshare.net(nicsaonline) AI Trends with Traction nicsaonline Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions. Join our candid discussion with some of today’s leading experts on where the dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry. Hear asset management case studies in and get an insider’s “reality check” on all things AI. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsaaitrendswithtractionfinal-181214193811-thumbnail.jpg?width=120&height=120&fit=bounds" /> Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions. Join our candid discussion with some of today’s leading experts on where the dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry. Hear asset management case studies in and get an insider’s “reality check” on all things AI.

AI Trends with Traction from NICSA

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1 Rule 30e-3: Best Practices for Notice, Access & E-Delivery /slideshow/rule-30e3-best-practices-for-notice-access-edelivery/124842460 nicsa-30e3webinarslide-181203214538
Join our panel of experts to explore the key aspects and required action items related to the 30e-3 ruling. This webinar will take a deep dive into the impact on multiple facets of the industry and will provide insight from diverse perspectives regarding implementation and execution strategies. Tenured experts from Invesco, MFS, Morgan Stanley and Broadridge will take a deep dive into the following issues: - What are the implications for fund complexes, broker dealers, and investors? - What preparatory actions are asset managers taking now? - What are BDs doing to prepare? - What solutions are you considering? - Will it change the client experience? ]]>
Join our panel of experts to explore the key aspects and required action items related to the 30e-3 ruling. This webinar will take a deep dive into the impact on multiple facets of the industry and will provide insight from diverse perspectives regarding implementation and execution strategies. Tenured experts from Invesco, MFS, Morgan Stanley and Broadridge will take a deep dive into the following issues: - What are the implications for fund complexes, broker dealers, and investors? - What preparatory actions are asset managers taking now? - What are BDs doing to prepare? - What solutions are you considering? - Will it change the client experience? ]]> Mon, 03 Dec 2018 21:45:38 GMT /slideshow/rule-30e3-best-practices-for-notice-access-edelivery/124842460 nicsaonline@slideshare.net(nicsaonline) Rule 30e-3: Best Practices for Notice, Access & E-Delivery nicsaonline Join our panel of experts to explore the key aspects and required action items related to the 30e-3 ruling. This webinar will take a deep dive into the impact on multiple facets of the industry and will provide insight from diverse perspectives regarding implementation and execution strategies. Tenured experts from Invesco, MFS, Morgan Stanley and Broadridge will take a deep dive into the following issues: - What are the implications for fund complexes, broker dealers, and investors? - What preparatory actions are asset managers taking now? - What are BDs doing to prepare? - What solutions are you considering? - Will it change the client experience? <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsa-30e3webinarslide-181203214538-thumbnail.jpg?width=120&height=120&fit=bounds" /> Join our panel of experts to explore the key aspects and required action items related to the 30e-3 ruling. This webinar will take a deep dive into the impact on multiple facets of the industry and will provide insight from diverse perspectives regarding implementation and execution strategies. Tenured experts from Invesco, MFS, Morgan Stanley and Broadridge will take a deep dive into the following issues: - What are the implications for fund complexes, broker dealers, and investors? - What preparatory actions are asset managers taking now? - What are BDs doing to prepare? - What solutions are you considering? - Will it change the client experience?

Rule 30e-3: Best Practices for Notice, Access & E-Delivery from NICSA

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1 Rethinking Product Development /slideshow/rethinking-product-development/122558288 nicsarethinkingproductdevelopment-181109135548
How are product development processes within the asset management industry evolving to support innovation? NICSA’s panel of experts explores how product teams are vetting and nurturing ideas, what factors are considered in vehicle structure decisions, and the operational aspects involved in launching new products. Participants will come away with actionable steps and key trends based on recent studies and reports from Ignites Research.]]>
How are product development processes within the asset management industry evolving to support innovation? NICSA’s panel of experts explores how product teams are vetting and nurturing ideas, what factors are considered in vehicle structure decisions, and the operational aspects involved in launching new products. Participants will come away with actionable steps and key trends based on recent studies and reports from Ignites Research.]]> Fri, 09 Nov 2018 13:55:48 GMT /slideshow/rethinking-product-development/122558288 nicsaonline@slideshare.net(nicsaonline) Rethinking Product Development nicsaonline How are product development processes within the asset management industry evolving to support innovation? NICSA’s panel of experts explores how product teams are vetting and nurturing ideas, what factors are considered in vehicle structure decisions, and the operational aspects involved in launching new products. Participants will come away with actionable steps and key trends based on recent studies and reports from Ignites Research. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsarethinkingproductdevelopment-181109135548-thumbnail.jpg?width=120&height=120&fit=bounds" /> How are product development processes within the asset management industry evolving to support innovation? NICSA’s panel of experts explores how product teams are vetting and nurturing ideas, what factors are considered in vehicle structure decisions, and the operational aspects involved in launching new products. Participants will come away with actionable steps and key trends based on recent studies and reports from Ignites Research.

Rethinking Product Development from NICSA

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1 The Bottom Line: Exploring the Benefits of Wellness in the Workplace /slideshow/the-bottom-line-exploring-the-benefits-of-wellness-in-the-workplace/121546406 nicsawellnessintheworkplace2018-181102124229
Financial services firms continue to re-imagine their business models. As our industry re-defines the workplaces of the future, more firms are implementing and scaling workplace wellness programs. Research shows we cannot deny the positive impact of these programs from reduced health care costs to increased productivity. Forward thinking firms are viewing the employee value proposition through a broader lens and this lens includes multi-dimensional wellness programs. In this webinar, we'll share diverse points of view on the value of wellness programs, how to get started, and ideas for developing impactful and rewarding programs. Join NICSA and a panel of wellness leaders in asset management as they explore and share: • Examples of wellness programs and emerging trends (what’s next in the evolution of wellness programs). • The business benefits and implications of workplace wellness programs – talent acquisition and retention, increased productivity, decreased stress and health care costs. • Ideas on getting started – corporate and grassroots programs]]>
Financial services firms continue to re-imagine their business models. As our industry re-defines the workplaces of the future, more firms are implementing and scaling workplace wellness programs. Research shows we cannot deny the positive impact of these programs from reduced health care costs to increased productivity. Forward thinking firms are viewing the employee value proposition through a broader lens and this lens includes multi-dimensional wellness programs. In this webinar, we'll share diverse points of view on the value of wellness programs, how to get started, and ideas for developing impactful and rewarding programs. Join NICSA and a panel of wellness leaders in asset management as they explore and share: • Examples of wellness programs and emerging trends (what’s next in the evolution of wellness programs). • The business benefits and implications of workplace wellness programs – talent acquisition and retention, increased productivity, decreased stress and health care costs. • Ideas on getting started – corporate and grassroots programs]]> Fri, 02 Nov 2018 12:42:29 GMT /slideshow/the-bottom-line-exploring-the-benefits-of-wellness-in-the-workplace/121546406 nicsaonline@slideshare.net(nicsaonline) The Bottom Line: Exploring the Benefits of Wellness in the Workplace nicsaonline Financial services firms continue to re-imagine their business models. As our industry re-defines the workplaces of the future, more firms are implementing and scaling workplace wellness programs. Research shows we cannot deny the positive impact of these programs from reduced health care costs to increased productivity. Forward thinking firms are viewing the employee value proposition through a broader lens and this lens includes multi-dimensional wellness programs. In this webinar, we'll share diverse points of view on the value of wellness programs, how to get started, and ideas for developing impactful and rewarding programs. Join NICSA and a panel of wellness leaders in asset management as they explore and share: • Examples of wellness programs and emerging trends (what’s next in the evolution of wellness programs). • The business benefits and implications of workplace wellness programs – talent acquisition and retention, increased productivity, decreased stress and health care costs. • Ideas on getting started – corporate and grassroots programs <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsawellnessintheworkplace2018-181102124229-thumbnail.jpg?width=120&height=120&fit=bounds" /> Financial services firms continue to re-imagine their business models. As our industry re-defines the workplaces of the future, more firms are implementing and scaling workplace wellness programs. Research shows we cannot deny the positive impact of these programs from reduced health care costs to increased productivity. Forward thinking firms are viewing the employee value proposition through a broader lens and this lens includes multi-dimensional wellness programs. In this webinar, we'll share diverse points of view on the value of wellness programs, how to get started, and ideas for developing impactful and rewarding programs. Join NICSA and a panel of wellness leaders in asset management as they explore and share: • Examples of wellness programs and emerging trends (what’s next in the evolution of wellness programs). • The business benefits and implications of workplace wellness programs – talent acquisition and retention, increased productivity, decreased stress and health care costs. • Ideas on getting started – corporate and grassroots programs

The Bottom Line: Exploring the Benefits of Wellness in the Workplace from NICSA

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1 Data Analytics 301: Converting Analysis into Business Strategy /slideshow/data-analytics-301-converting-analysis-into-business-strategy-120693536/120693536 nicsadataanalytics2018-181025133913
You’ve identified, sourced, and analyzed your most valuable data. Now what? During our Data Analytics Webinar Series, we’ve discussed the basics of kick-starting data tools, as well as the application of advanced modeling techniques. Now, learn from leading financial institutions how to turn analytics into actionable business strategies. This webinar will discuss how to build the right dashboards for specific business lines, and how to put those dashboard to work. Hear current use cases demonstrating how asset managers are leveraging transactional, demographic and marketing data into action items for sales and distribution teams. Join our live webinar to hear notable experts offer invaluable insight on: - Building dashboards for sales and distribution teams - Converting analytics to actionable business goals - Developing a cohesive data-based business strategy]]>
You’ve identified, sourced, and analyzed your most valuable data. Now what? During our Data Analytics Webinar Series, we’ve discussed the basics of kick-starting data tools, as well as the application of advanced modeling techniques. Now, learn from leading financial institutions how to turn analytics into actionable business strategies. This webinar will discuss how to build the right dashboards for specific business lines, and how to put those dashboard to work. Hear current use cases demonstrating how asset managers are leveraging transactional, demographic and marketing data into action items for sales and distribution teams. Join our live webinar to hear notable experts offer invaluable insight on: - Building dashboards for sales and distribution teams - Converting analytics to actionable business goals - Developing a cohesive data-based business strategy]]> Thu, 25 Oct 2018 13:39:13 GMT /slideshow/data-analytics-301-converting-analysis-into-business-strategy-120693536/120693536 nicsaonline@slideshare.net(nicsaonline) Data Analytics 301: Converting Analysis into Business Strategy nicsaonline You’ve identified, sourced, and analyzed your most valuable data. Now what? During our Data Analytics Webinar Series, we’ve discussed the basics of kick-starting data tools, as well as the application of advanced modeling techniques. Now, learn from leading financial institutions how to turn analytics into actionable business strategies. This webinar will discuss how to build the right dashboards for specific business lines, and how to put those dashboard to work. Hear current use cases demonstrating how asset managers are leveraging transactional, demographic and marketing data into action items for sales and distribution teams. Join our live webinar to hear notable experts offer invaluable insight on: - Building dashboards for sales and distribution teams - Converting analytics to actionable business goals - Developing a cohesive data-based business strategy <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/nicsadataanalytics2018-181025133913-thumbnail.jpg?width=120&height=120&fit=bounds" /> You’ve identified, sourced, and analyzed your most valuable data. Now what? During our Data Analytics Webinar Series, we’ve discussed the basics of kick-starting data tools, as well as the application of advanced modeling techniques. Now, learn from leading financial institutions how to turn analytics into actionable business strategies. This webinar will discuss how to build the right dashboards for specific business lines, and how to put those dashboard to work. Hear current use cases demonstrating how asset managers are leveraging transactional, demographic and marketing data into action items for sales and distribution teams. Join our live webinar to hear notable experts offer invaluable insight on: - Building dashboards for sales and distribution teams - Converting analytics to actionable business goals - Developing a cohesive data-based business strategy

Data Analytics 301: Converting Analysis into Business Strategy from NICSA

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1 https://cdn.slidesharecdn.com/profile-photo-nicsaonline-48x48.jpg?cb=1573837889 NICSA is a nonprofit association that connects global asset management industry participants to help identify leading operating practices. www.nicsa.org https://cdn.slidesharecdn.com/ss_thumbnails/understandingroi11-191115171143-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/understanding-roi-the-real-impact-of-data-quality/193997772 Understanding ROI: The... https://cdn.slidesharecdn.com/ss_thumbnails/realitybehindbuzzwordsblockchainslidedeck-190923153645-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/the-reality-behind-buzzwords-series-blockchain/175143345 The Reality Behind Buz... https://cdn.slidesharecdn.com/ss_thumbnails/nicsaproductmarketingroundtable9-190913182319-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/industry-leaders-outlook-product-marketing-roundtable/171667092 Industry Leaders Outlo...