Wednesday Jan 30, 2013

Personal Financial Management – The Need for Resuscitation

pfmPFM should be a part of any banking engagement rather than an analysis tool. It should be contextual so that customers can make insight based decisions. So what can be done to resuscitate PFM? Join Salil as he takes a look at what steps banks can take to engage more effectively with their customers on this front.
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Utilising the Delay in Solvency II to your advantage

solvency IIThere is little doubt that the full implementation date for Solvency II will be put back to 2016. How can insurers manage capital and risk data and use it for both regulatory reporting and business benefits ? What is the starting point for embarking on this journey? What approach can insurers take given their current state of IT systems and processes? Join me as  I lay out some of the underlying challenges and means to address them.

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