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35 Total results for product and free and sample content found

Financial Institution Pricing Data

Benchmarking Mortgage Lending – Delivering Value to Members

Benchmarking Mortgage Lending – Delivering Value to Members

Joined by ACUMA and special guest Cory Bland of Navy Federal Credit Union, our FBX mortgage experts discuss how important it is for Credit Unions to affirm their value proposition to their Members. We explore how benchmarking your lending performance can provide insights across functional areas. Do you know if you are priced competitively and if your Application-to-Funding times are optimal? Let’s find out!

Topic Industry News

EPFR - fund flow & allocations data

EPFR's 2021 Q1 wrap - Reflation, Inflation & Volatility

IGM Playbook Strategies

The first quarter of 2021 saw the global reflation vs. inflation story develop. February brought with it a record number of flows into equity funds and as we move through March, our research team continues to compile EPFR-tracked fund flows and allocations data to ascertain whether global reflation will trigger higher-than-expected inflation. During our webinar, our panel of experts recap the data analysis of Q1 2021, and conclude with insight into our most recent ‘volatility’ indicator – which assesses the speed of rotation across - asset classes, countries, sectors, FX currencies, long and short bond duration and, SRI/ESG. - suggesting that volatility is indeed picking up. They also offer their thoughts on the market rebound vs. recovery conundrum– which we believe will gain momentum over the next few months.

Topic Industry News

Digital Banking Research

Webinar Recording: What Does Credit Union Membership Mean in 2021?

Webinar Recording: What Does Credit Union Membership Mean in 2021?

Joined by guest speakers from CUInsight and Digital Credit Union, the team at FBX ran a live panel event to explore: - The challenges Credit Unions face from existing and new competition - Which key membership value points you should be promoting in 2021 - The benefits and experiences that are most important to Credit Union members

Topic Industry News Digital Banking

Zephyr Portfolio Analytics

Be Active Webinar: Spotting and contending with the potential hurdles of ESG investing

Be Active Webinar: Spotting and contending with the potential hurdles of ESG investing

There is no doubt that ESG investing is good morally, but implementing ESG into your client portfolios comes with a new set of challenges advisors need to prepare for as it continues to trend in both headlines and investing. In 2020, investors put a record of $27.4 billion into U.S.-traded ETFs focused on ESG practices, essentially doubling the size of the sector. As an advisor, what should you watch out for and how can you prepare as ESG grows in demand—and as you are asked to align client investments with their values?

Topic Industry News

IGM FX and Rates

Navigate 2021 with IGM G10 FX Playbook

Navigate 2021 with IGM G10 FX Playbook

IGM introduced their latest offering – the IGM G10 FX Playbook – during this webinar that offers insight on the key market narratives of 2021. Learn more about how to navigate the currency markets through our quantitative signals, as our thought leaders discuss commodities, safe haven plays and fund flow positioning.

Topic Industry News

EPFR - fund flow & allocations data

EPFR's 2020 wrap, and a look ahead to 2021

EPFR's 2020 wrap, and a look ahead to 2021

After more than two decades of tracking mutual fund flows and allocation data, we’ve come to believe that each year, or indeed each time period, has its own special “data signature”. It could be said that 2020 has one of the most unique signatures we've seen in a long time. Our 2020 wrap takes a look at this past year, we discuss the reactions we saw in the fund flows and allocations data to the pandemic, China, the US election, the continued demand for greener investing and more. As we position our sights on the year ahead, we discuss the outlook for ESG, Emerging Markets and Japan...

Topic Industry News

LendersBenchmark™ - Financial Lending Analyti...

Interest Rate Gravity: How Rates (not Coronavirus) Defined Lending in 2020

Interest Rate Gravity: How Rates (not Coronavirus) Defined Lending in 2020

Interest Rates in all shapes and forms take center stage in this webinar. With rates at all-time lows and unemployment at all-time highs, the problem everyone in the financial services space has been dealing with is how borrowers and competitors have shifted their behaviors and strategies to adjust to this new normal. As Warren Buffett once said: “Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” How have rate movements by the Fed and financial institutions driven changes in the value placed on lending both from a borrower’s and lender’s point of view? Join our very own Princeton economist, Rene Segura, as he guides us through a year-in-rate view as we re-visit industry rates across Auto, Home Equity, Mortgage, and Personal Loans to help answer how borrowers (and lenders) are shifting behaviors in this environment; and what signs that may give us for what’s to come in 2021.

Topic Industry News

Zephyr Portfolio Analytics

The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

If you’re like most advisors, adjusting to the new socially-distanced reality has impacted many aspects of your practice—but none more than prospecting for new business. Gone are the days of social events and face-to-face meetings that drive new accounts. But in order to succeed, prospecting needs to remain a significant priority if you’re to win new clients today—and get new ones tomorrow. While the pandemic has put a strain on individual health and the global economy, at a business level it is preventing you from having precious facetime with your prospects and clients. In addition, ever increasing competition requires you to “wow” clients and prospects in order to set yourself apart from the competition. In this webinar, we will present efficient and effective ways to set yourself up to win clients looking to make a change—and keep existing clients happy now and in the future. We will examine the client lifecycle from relationship building to exploration to proposal to closed won and loyalty.

Topic Industry News