As of January 1, 2017, the new regulation for Packaged Retail and Insurance-based Investment Products will become effective. Each financial institution must enclose information sheets when selling financial products to retail clients. financial.com and WM Group, the German numbering agency, have entered into a partnership to provide a comprehensive industry solution where each issuer submits regulatory documents. With a complete database the WM Data Hub is an ideal offering for financial institutions to comply with the new regulatory directives.
The 12th annual conference of the Münchner Finance Forum was attended by 500 institutional investors. Five industry leading experts presented their views on “Investing in times of unconventional monetary policy”. The Münchner Finance Forum was founded in the environment of financial.com and is a non-profit organization focusing on knowledge sharing between capital market practitioners and scientists. Over the years it has grown to the leading investment forum in southern Germany.
At today’s Online Marketing Finance Conference in Berlin, Alexis Eisenhofer presented on the rise of machines in the financial services industry. The slides are available here.
At TNG’s Big Techday 9 in Munich, Alexis Eisenhofer of financial.com presented innovative websites of financial services companies.
financial.com was again one of the presenting companies at the Thomson Reuters 2016 Digital Financial Services Symposium on May 24th 2016 in New York City. This year’s symposium, attended by 100+ senior decision makers and industry experts, explored Innovation Across the Investment Cycle examining how innovation has streamlined the strategy and tactics of best practices in a constantly evolving market place. Key issues and trends discussed included the challenges of innovation vs. organizational requirements as they relate to the realization of future opportunities and to driving growth.