Author: Lien Luu
Publisher: Routledge
ISBN: 100051630X
Category : Business & Economics
Languages : en
Pages : 319

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Book Description
Written in an accessible style from a consumer perspective and blends academic research with professional insights. Deals with all essential aspects of financial services that affect consumers and how they can exploit opportunities. Each of the chapters contain a list of learning objectives; a range of scenarios, case studies, examples and articles to provide a “real world” context to the discussion; a key points summary with referencing and further reading and useful on-line resources, as well as, a selection of short self-review questions. Enables readers to understand how the operations, complexity and dynamism of an ever-changing financial services industry shape the financial opportunities and risks they face.

Author: Bryan Foss
Publisher: Kogan Page Publishers
ISBN: 9780749436964
Category : Business & Economics
Languages : en
Pages : 724

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Book Description
Packed with international case studies and examples, the book begins with a detailed analysis of the state of CRM and e-business in the financial services globally, and then goes on to provide comprehensive and practical guidance on: making the most of your customer base; systems and data management; risk and compliance; channels and value chain issues; implementation; strategic implications.

Author: Christophe Langlois
Publisher:
ISBN: 9781907720154
Category : Business & Economics
Languages : en
Pages : 240

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Book Description
Book 1 in the new series 'Customer Experience Without Borders' Everything you ever wanted to know about social media in financial services ... but were afraid to ask Web 2.0, Twitter, Facebook, YouTube, blogging, virtual worlds ... is social media all a bit unfamiliar as a working tool? All a bit smoke and mirrors? Do people really want to interact with their financial services providers in cyberspace? What about the potential for reputational risk? And there's no bottom-line impact, surely? Best just leave it to the marketing people .... WRONG! The benefits of leveraging social media go well beyond marketing. Blogs, YouTube, Twitter and Facebook have quickly became essential tools to manage reputation, foster innovation, develop new products, strengthen customer relationships and satisfaction, drive customer advocacy, aid recruitment, and increase market share. Social media has increased expectations: now your customers expect you to show you listen to them - they want to be able to trust you. And word of mouth is increasingly powerful: it is critical to know who your key influencers, advocates and, yes, your detractors, are, and to find the best way to engage with them. So, you need a complete social media strategy. And A Practical Guide to Social Media in Financial Services contains everything you need to get it. It offers a pragmatic approach to social media in our heavily regulated financial services industry. Its compelling theme is how to create an ever greater customer experience through engaging with them and rewarding them for their support. A Practical Guide to Social Media in Financial Services is both a start-up guide for the social media novice and a best practice guide for the more experienced. In it, you'll find all you need to know about: Judging and assessing your social media operation; Proving the business case and ROI (get a copy for your Chief Financial Officer); The commonly made mistakes (and how to avoid them); Recruiting and managing talent, working with, not against, your social media team, improving worker relations, and breaking silos; Best practice by banking market and segment; The most comprehensive financial social media case book ever assembled; Learning the lessons and assessing the contribution of those who didn't execute their initiatives properly; The more challenging questions you need to be asking a social media software vendor; And, of course, a forecast of where the industry might go next. The risk of not embracing or at the very least acknowledging social media is considerable. So ... what are you going to do about it?

Author: B D Chatterjee
Publisher: Bloomsbury Publishing
ISBN: 939017662X
Category : Law
Languages : en
Pages : 750

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Book Description
About the Book An effective Financial Due Diligence exercise is the cornerstone of a successful merger & acquisition deal between a prospective buyer and a seller willing to carry out an arm's length deal throwing up a win-win situation for both. A robust Financial Due Diligence is even more necessary in today's business environment to critically assess the health and hygiene of the target entity to drive a proper valuation acceptable to both the constituents. This book will equip you with the knowledge, practical tools and techniques you need to enable you to conduct an effective financial due diligence. It also discusses aspects of corporate restructuring including the possible impact of the ongoing pandemic on the target organization. Key features A curtain raiser on corporate restructuring. Impact of the ongoing pandemic on the financial due diligence exercise on the target organization. Broad commentary on the due diligence approach with broad emphasis on financial due diligence. The seller side approach to financial due diligence and the pitfalls leading to proverbial black hole of valuation. Deep dive into the buyer side approach to financial due diligence. Financial modelling as an important tool use for financial due diligence. Financial statement analysis and use of financial ratios with illustrations to support the conclusions of financial due diligence. Various methods used in Business Valuation with illustrations. Risk Analysis and Management as an integral part of financial due diligence exercise. Distress Analysis of target entities. Illustrations and case studies picked up from practical experience of the author. Contains a questionnaire for guideline on how to carry out a financial due diligence exercise.

Author: Chris Hegarty
Publisher:
ISBN: 9781911035558
Category : Law
Languages : en
Pages : 112

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Book Description
This practical guide discusses the specific intersection of the laws of tort and contract with financial services and where this gives rise to claims against financial institutions and professionals.

Author: Michael Jonathan Sacks
Publisher:
ISBN: 9780954756802
Category : Financial services industry
Languages : en
Pages : 233

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Book Description

Author: Dermot Turing
Publisher: Bloomsbury Professional
ISBN: 9781845927349
Category : Business & Economics
Languages : en
Pages : 248

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Book Description
"This practical guide on the management of financial risk is an essential reference source for a wide range of professionals in fields related to financial services. The book adopts a highly practical approach and helps the reader to understand the main classes of risk affecting a financial institution and how they are managed. The clear layout encourages the reader to dip in to the book for guidance on particular subject areas, making this title an essential guide on the subject."

Author: Stacey English
Publisher: Bloomsbury Publishing
ISBN: 1526505223
Category : Law
Languages : en
Pages : 359

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Book Description
Are you fully prepared for the implementation of the Senior Managers and Certification Regime across financial services firms and the related regulatory scrutiny on conduct and accountability? The 2008 financial crisis sparked major changes in global financial services regulation with attention and resources focused on the behaviour of firms and senior individuals and how they conduct their business. Regulatory reforms have been designed and implemented globally to address accountability and conduct in financial services. In the UK this has resulted in the Senior Managers and Certification Regime (SM&CR) being implemented across all FSMA-regulated firms. Conduct and Accountability in Financial Services: A Practical Guide provides comprehensive and expert guidance on how best to implement and comply with the SM&CR. In addition to acting as a guide to rule book requirements and regulatory expectations, it provides an in-depth look at the implications of the global focus on culture and conduct risk. A must-read text for all staff in UK financial services firms, professional associations, industry bodies, regulators, academics and advisers to financial services organisations, it covers: The context and regulatory basis for SM&CR including an overview of the development and roll-out of the regime Analysis of key changes from the previous 'approved person' approach Practical considerations for HR, internal audit and non-executive directors The increasing role of culture and conduct risk A practical overview of enforcement, penalties and learning lessons from enforcement actions Overarching principles of how to manage personal regulatory risk Regulatory relationship management The impact of technology An overview of related global developments Appendices with timeline, bibliography and a selection of other useful sources for senior managers Conduct and Accountability in Financial Services: A Practical Guide is on the syllabus reading list for the Regulation and Compliance exam offered by the Chartered Institute of Securities and Investments.

Author: Lien Luu
Publisher: Taylor & Francis
ISBN: 1315531488
Category : Business & Economics
Languages : en
Pages : 298

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Book Description
Young people face unprecedented financial challenges: rising student debt, stiff competition for jobs, barriers to home ownership, dwindling state benefits and prospects of a longer working life. Today, students need financial knowledge and skills more than ever before, not just to build their own financial security, but to create the new generation of advisers that can help all citizens navigate the complex world of personal finance. Essential Personal Finance is a guide to all the key areas of personal finance: budgeting, managing debt, savings and investments, insurance, securing a home and laying the foundations for retirement. It also provides an introduction to some of the essential foundations of a modern undergraduate finance qualification, including: The nature of financial institutions, markets and economic policy that shape the opportunities and decisions that individuals face. The range of financial assets available to households, the risk-return trade-off, basics of portfolio construction and impact of tax. The importance of the efficient market hypothesis and modern portfolio theory in shaping investment strategies and the limitations of these approaches. Behavioural finance as a key to understanding factors influencing individual and market perceptions and actions. Using financial data to inform investment selection and to create financial management tools that can aid decision-making. A comprehensive companion website accompanies the text to enhance students' learning and includes answers to the end-of-chapter questions. Written by authors who contribute experience as financial advisers, practitioners and academics, Essential Personal Finance examines the motivations, methods and theories that underpin financial decision-making, as well as offering useful tips and guidance on money management and financial planning. The result is a compelling combination of an undergraduate textbook aimed at students on personal finance and financial services courses, and a practical guide for young people in building their own financial strength and capability.

Author: Matthew Tagliani
Publisher: John Wiley & Sons
ISBN: 0470383720
Category : Business & Economics
Languages : en
Pages : 564

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Book Description
The Practical Guide to Wall Street is an indispensable resource for anyone who aspires to a front-office sales or trading position on Wall Street and an essential desk reference for market practitioners and those who interact with this exciting but widely misunderstood industry. Written by an experienced trader in a clear, conversational style and assuming no previous background in finance, The Practical Guide to Wall Street provides a thorough schooling in the core curriculum of the equity and equity derivatives sales and trading business - exactly what you would learn from sitting beside the traders at a tier-one Wall Street investment bank (except that in practice, traders rarely have time to provide such detailed explanations!) Topics covered include: Clear, detailed and intuitive explanations of all major products, their function, pricing and risks (several of which are unavailable anywhere else despite producing billions of dollars in annual revenue for Wall St.) The layout of the trading floor, the roles and responsibilities of the different sales and trading groups and how they interact to service the client business An overview of the structure of the macro-economy and the trader’s perspective on the significance of economic data releases and their impact on the financial markets A review of those concepts from fundamental valuation and financial statement analysis of greatest relevance on the trading floor (as opposed to abstract valuation models) Practical details of the structure and functioning of the equity and derivative markets including translations of trader jargon, Bloomberg tips, market conventions, liquidity and risk considerations and much more… This book provides the first comprehensive explanation of all aspects of the functioning of the equities division, with information, details and insights previously only available to those who already worked on a trading floor. The availability of this material in a format accessible to non-professionals fundamentally changes the level of industry knowledge employers in the financial services industry can expect of new hires.