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When Banks Meet Bots: The AI Transformation of Finance

Tom Spencer

AI refers to computer systems that can perform tasks that normally require human intelligence, such as recognizing patterns, learning from experience, and making decisions. The vast amount of data generated by financial transactions, customer interactions, and market movements makes banking a fertile ground for AI.

Banking 78
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Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g., advisors, consultants, recordkeepers, investment only).

Finance 150
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Resource Management Conflicts Caused by Matrix Organizational Structure

Epicflow

engineering, marketing, finance, etc.) References Wigert, B. A matrix organizational structure means that a companys employees report to multiple managers, e.g., a project (or product) manager and a functional manager. This approach makes it possible to engage resources from different departments (e.g., Retrieved from: [link]

Resources 238
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Top 15 Capacity Planning Tools for Your Business [2024]

Epicflow

Understand your organization’s needs This criteria refers to: The size of your organization and the number of projects it runs; The size and complexity of projects; The number of people involved in projects; The types of resources (people, equipment, facilities, etc.).

Tools 264
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How to Develop Your Tagline to Win More Work

Successful Independent Consulting

A marketing tagline is short phrase that helps people remember you in a certain way. Remember, clients want to hire The Expert, so be sure to market yourself as one! [1] When you are perceived as an expert, you’ll get more referrals and win more work. You get the idea. The 4th and 5th examples were invented by me.) [2]

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From Vaults to Virtual: The Rise of Blockchain in Banking

Tom Spencer

2024, the global cryptocurrency market capitalisation reached more than US$3.7 In October 2020, HSBC launched theContour platform, which uses blockchain to digitize trade finance and reduce friction in international trade transactions.

Banking 88
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Applied Behavioral Economics Rule of Thumb #5: Recognize the Possibilities and Perils of Anchors

Steve Shu Consulting

customer discovery, customer validation, go-to-market). finance), application (e.g., Reference: Jacowitz, Karen E., Since they affect both judgments and decisions, it is appropriate to consider the role of anchoring on behavior throughout business processes (e.g., The effect of anchors will likely be dependent on domain (e.g.,

Examples 195