Whitepapers

Assessing the Digital Landscape for Financial Institutions: How to Lead the Charge with People and Technology


Click the image on the left to download now!

Sheds light on the current state of the industry's advances in digital transformation and the important role of technology in that progress. It presents survey-based insights into how financial leaders in digital strategy and marketing are striving to become the disruptor rather than the disrupted in the age of the connected customer.

Key points include:

  • Silos' effect on customer retention and how to avoid them
  • Spreading customer interaction to teams other than marketing
  • Promoting a change-ready company culture

PDF

NetFinance Interactive 2016 Attendee List

A Who's Who of everyone you'll be mixing and mingling with at NetFinance Interactive 2016. Download the preliminary agenda today! Updated 11-23-16

NetFinance Interactive 2015 Attendee List

Join us this December in San Diego to discover how to manage innovative and disruptive technologies, craft omni-channel strategies, improve your analytics, monetize mobile, and create the ideal digital advisor. Intimate and senior level, NetFinance Interactive will be a worthwhile investment for you and your team.

Click the image to the left to see who you could meet at NetFinance Interactive 2015!

Why Attend NetFinance Interactive?

  • High Value: 3 Days, 50 sessions, 60 Financial Services Speakers, 200 actionable takeaways
  • Most Senior Conference In The Industry: 85% of speakers are at a VP level or above. Hear from the people making real decisions
  • Highest Ratio Of FI’s To Vendors In The Industry: Meet and network with your peers by having at least 2 Financial Services executives to each solution provider
  • The Most In-Depth Content: Addressed by the leading pioneers in the industry due to 9 months of research, organization & planning
  • Ability To Set Up One To One Meetings With Speakers: Have your most pressing questions answered
  • Wide Range Of FI’s Speaking & Represented On Each Panel: Enhanced diversity and learning from multiple institutions
  • Private Roundtable Discussions For Each Industry: Tailored conversations specifically for your type of organizations without being pitched

B2B Fintech: Payments, Supply Chain Finance, & E-invoicing Guide 2016

The B2B Fintech: Payments, Supply Chain Finance & E-invoicing Guide 2016 gives you global insights on the B2B payments, supply chain finance & e-invoicing market.

Read what industry experts have to say about the potentially untapped opportunities in cross-border B2B payments, how banks are innovating, what are the latest innovations in SMB financing, what are the most important regulatory updates and many other topics.
Highlights from the Guide:
- the future of banking innovation from two leading banks (Deutsche Bank, UniCredit);
- the most interesting use cases for blockchain in B2B payments and supply chain finance (Aite Group, Innopay, Orchard Finance);
- how to reinvent the correspondent banking model as we know it today (SWIFT);
- the challenges for international payments & financing projects (sharedserviceslink, KAE, NAPCP, Token, Future Asia Ventures, INTIX);
- supply chain finance: a significant new proposition in the financing of trade and supply chains, but what’s next (ICC Banking Commission, Windesheim & Capital Chains, Magnus Lind – The Talent Show, Anita Gerrits);
- the steps needed for successful open & cross-border e-invoicing (Comarch EDI, Fraunhofer Institute, simplerinvoicing);
- the regulation helps or hinders innovation and growth: up-to-date insights on PSD2, Directive 2014/55/EU, Prompt Payment Code, etc. (Brendan Jones, EESPA, Asset Based Finance Association, The International Association for Alternative Finance - IAAF)
<

Reports & Studies

The Online Payments Market Guide

The Online Payments Market Guide puts together a comprehensive overview of the global e-payments ecosystem, mapping out ongoing developments, emerging trends and evolving business models.
The Guide is released by The Paypers on an annual basis and is aimed at delivering a state-of-the-art overview of the global e-payments and ecommerce ecosystem.

You can download a free copy here.

VIP Think Tank White Paper: Tank 3 Keys for Innovating with the Customer in Mind

During the NetFinance 2014 VIP Think Tank, a private forum which took place this past April at NetFinance in Miami, digital executives from banks like Chase, Wells Fargo, Citi, TD, Bank of the West and BBVA Compass came together to discuss what was next for mobile banking.  Contained herein are their top three keys to innovating with the customer in mind.

Click the image to the left to download this content.

Five Best Practices for Marketing Cloud Management with MCM

This white-paper, part two of a three-part series, highlights how leading companies, including InterContinental Hotels Group and Equifax, have increased their website's performance by implementing MCM. 

Click the image to the left to download this content.

To download the first part, which defined Marketing Cloud Management, click here.

Ghostery Study Uncovers Major Security Gaps in Leading Sites Due to Marketing Cloud Technologies

In a groundbreaking new study, Ghostery conducted a thorough security review and identified instances of non-secure tags firing on secure pages across 50 companies in the airline, financial services, insurance, news publishing and retail sectors. The data were captured this summer from Ghostrank’s 20 million real user community and include both active and passive content.

A striking majority of all sites surveyed were exposing ostensibly secure pages to non-secure data calls, resulting in material compromise to security and ROI.

Companies with high customer traffic on secure pages risk material impact to their online ROI by failing to control of the mixed-content on their website.


Click the image to the left to download this content.

The Journey to Digital Maturity


The present study evaluates the digital maturity of financial services companies, assessing the obstacles that are inhibiting their digital development, as well as the solutions and capabilities that are enabling it. The study also evaluates how financial institutions are impacting the customer experience and how they are leveraging mobile. Although the majority of financial institutions surveyed indicated that they are investing in their digital capabilities, only 3% of respondents believed that they have reached full digital maturity. This underlines the fact that digital maturity is a fluid process that often involves the transformation of  organizational structures and technology platforms. This study reflects data gathered at NetFinance 2014, the premier digital conference for financial services.

Click the image to the left to download this content.

EMV in the USA - Too Much, Too Little, Too Late?

In this presentation Nick Holland, Senior Analyst-Payments, of Javelin Strategy & Research covers EMV chip technology, its adoption, and its applications. The USA lags way behind Europe and Asia in terms of adoption - read on to learn more!

Click the image to the left to download this content.

PDF

NetFinance Interactive 2014 Attendee List

Join us this December in San Diego to discover how to manage innovative and disruptive technologies, craft omni-channel strategies, improve your analytics, monetize mobile, and create the ideal digital advisor. Intimate and senior level, NetFinance Interactive will be a worthwhile investment for you and your team.

Click the image to the left to see who you could have met at NetFinance Interactive 2014... 2015 list coming soon!