Advisors to the financial services industry.

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Presentations



Best Practices in Retail Banking Symposium — Turning Point in Multi-channel Distribution

March 14, 2013

At a time of profound pressure on banking economics and the inexorable movement of customers to virtual channels, retail banks are re-thinking multi-channel distribution for the unfolding new era of competition.

CBA Live! — Small Business Segmentation: Beyond Traditional Chalklines

March 13, 2013

The small business market is too broad and diverse to treat as a single segment. Conventional approaches to segmentation have tended to be one-dimensional, assigning customers to sales channels based on company size.

CBA Live! — Winning with the Multi-Channel Consumer

March 13, 2013

Consumers have shifted their behavior to be more digital and more multi-channel. Learn how banks can tie multiple channels together and implement successful sales strategies.

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CBA Live! — Mass Affluent: Who Are They Really and What Do They Want?

March 12, 2013

Banks are now facing a burning platform: the crisis in the mass market, the opportunity in the mass affluent, and the retirement crisis facing the mass affluent.



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Videos


Michael Rice of Novantas discusses recent measures taken by banks to help cut costs

First Business — Bankable Solutions

9th December 2011

Banks are facing a severe revenue drought from the recent onslaught of regulations. While significantly impacting banks now, these full effects of these regulations won't even be fully felt until 2012. Banks are in desperate need of solutions to help make up these lost revenues.

The Wall Street Journal — Advisers Setting Up Shop in the Wrong Spots

3th August 2011

Location, location, location is a mantra in real estate, but isn’t on the minds of enough advisers, Novantas’s Wayne Cutler tells Dow Jones’s Jennifer Hoyt Cummings how heat map technology can help grow your business.

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Podcasts


Photo of UK and US Flags

Novantas Podcast Series — Financial Reform in the EU: What it Means for the US

2nd September 2010

Now that Capitol Hill has passed financial reform — at breakneck speed — all eyes turn towards Europe for the next chapter in the roll out of the new architecture. Cicero Consulting’s Iain Anderson and Novantas’s Kevin Travis outline the expected next steps and provide the bigger picture of where Brussels will be going on this issue.

Photo of Big Ben: New Government Coalition

Novantas Podcast Series — Update on UK Elections: Expected Effect on World Financial Sectors

14th May 2010

Following a most unusual outcome for the UK election, Cicero’s Iain Anderson explains the likely effects the new coalition government will have on the financial sector.

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Webinars


Webinar: Annetta Cortez of Novantas discusses basic building block of credit analytics.

Bankerstuff — Building Blocks of Risk Management in the Post Credit Crisis Era

25th March 2010

Coming out of the credit crisis, most banks are rethinking their credit risk management and mitigation capabilities. This thinking starts with the basic building block of credit analytics and extends to techniques to manage the full customer lifecycle in partnership with business teams.

Webinar: Wayne Cutler of Novantas discusses the challenges and opportunities presented by an estimated $9 trillion in non-structured retirement funds.

Novantas Webinar Series — The Shadow Retirement Market

27th May 2009

Retirement is a pretty scary concept now that nest eggs have shrunk by up to 40%. Shadow retirement money is actually retirement funds that people keep in non-retirement financial products; products such as bank CDs, or stock and bonds. The customer intends to use this money for …