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278 Results from 2023, /regulation

Pulkit Giria

Pulkit Giria Functional Consultant at Tata Consultancy Services

How can marketers manage consent and preferences of the customers to enhance personalization?

Today, financial services marketers are facing great challenges with recent laws and increased customer sensitivity around data privacy while communicating with their customers across channels. Any communication that can identify an individual can be shared only if there is explicit consent from the person and effective security controls. It is ve...

/security /regulation Marketing in Financial Services

Retired Member

Retired Member 

Consumer Duty: Five questions to test your organisation’s preparedness

As the first quarter of 2023 draws to a close, Financial Services Institutions (FSIs) are one step closer to needing to demonstrate compliance with the Financial Conduct Authority’s (FCA) Consumer Duty. Coming into force for most FSIs on 31 July 2023 (or 30 April for manufacturers and investment businesses that produce, issue, design or build fina...

/regulation /retail Financial Services Regulation

John Bertrand

John Bertrand MD at Tec 8 Limited

Association of Corporate Treasures (ACT) March 23 Cash Management Conference

The ACT Cash Management conference held in London last week was a well attended, outstanding event covering many issues facing the Corporate Treasures, banks and our selves in these uncertain times. What was clear, real time information and transactions are now a strong driver in business. The arrival of the New Payment Architecture (NPA) in the U...

/payments /regulation Treasury Management

Nevan McBride

Nevan McBride Risk Practice Director at Jaywing Risk

Consumer Duty: How data and modelling can detect and prevent consumer vulnerability

The final rules and guidance for a new Consumer Duty, published by the FCA in a policy statement in July 2022, set higher and clearer standards of consumer protection across financial services, and requires firms to put their customers’ needs first. The rules require firms to consider the needs, characteristics and objectives of their customers – ...

/regulation Banking Regulations

Last Feremenga

Last Feremenga Director of Applied AI Research at Saifr

ChatGPT and its successors still need a helping hand

Last November ChatGPT, a chatbot developed by the research lab OpenAI, reached the million-subscriber mark just a week after its launch. I could not resist the allure and signed up. When I asked the bot to write a blog for a company executive on the future of crypto markets, I was impressed with the results. The response recognized current specula...

/regulation /markets Artificial Intelligence and Financial Services

Vall Hèrard

Vall Hèrard CEO and Co-founder at Saifr™

The illusion of explainability in machine learning models

In a global report issued by S&P, 95% of enterprises across various industries said that Artificial Intelligence (AI) adoption is an important part of their digital transformation journey. We’re seeing expanded interest in the adoption of AI for many reasons, including lowering costs, increasing sales, and improving worker productivity. At the...

/regulation /markets Artificial Intelligence and Financial Services

Nick Green

Nick Green Director at Purple Patch Broking Ltd

3 Emerging Data Challenges in Credit Management (According to McKinsey)

In recent years, financial institutions have increased their adoption of data and new technologies to manage credit portfolios. In fact, McKinsey’s recent survey of financial institutions says there is significant progress in using new data and techniques for credit portfolio management. But it also shines a spotlight on the challenges that remai...

/regulation /retail Financial Risk Management

Retired Member

Retired Member 

Why is it critical to have a robust intraday liquidity management system coupled with stress testing

It’s been a topic of discussion lately whether banks are conducting adequate stress tests on their liquidity, particularly when it comes to intraday liquidity. Many banks see these tests as a regulatory obligation rather than a crucial aspect of their risk management framework. Typically, these tests involve pre-defined scenarios that are inflexib...

/regulation /wholesale Treasury Management

Simon Kent

Simon Kent Global Head of Financial Services at Kearney

Reducing complexity: a key driver for competition in UK banking?

After the confidence crisis caused by the failures of Silicon Valley Bank (SVB) and then, stunningly, Credit Suisse this month, one key change for UK banking may have flown somewhat under the radar. At the very end of February, the Prudential Regulatory Authority (PRA) announced a new consultation paper: CP5/23 – Remuneration: Enhancing proportion...

/regulation /retail Banking

Nick Green

Nick Green Director at Purple Patch Broking Ltd

The FCAs data priorities through to 2025 (the 4 most important)

Keeping up with regulations is one of the toughest challenges facing the financial service sector. That’s why the FCA is prioritising data and innovation as a key feature of its Business Plan 2022/23, accompanied by its three-year strategy 2022-2025. Emerging themes include data quality, CRA transparency, Big Tech, and data for BNPL firms. If you...

/regulation /retail Financial Services Regulation

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