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GDPR for Digital Marketers: our next Mezzo Labs event

The next Mezzo Labs event will be on GDPR, the new EU data protection regulation… from a digital marketer’s point of view.

It sounds like an IT or legal issue, but if you are a digital marketer or in web analytics, you need to know about this. To give you some idea, rather than face crippling fines, some of America’s biggest martech companies have threatened to pull out of Europe altogether!

In two hours, we’ll give you what you need to know – what marketing you’ll have to stop, what you’ll need to change, and what do you need to do to be ready – plus a Q&A session with an expert panel to answer your questions.

You can attend either the evening briefing or the breakfast briefing – the content and speakers are the same for both.

Tickets & details

Source: GDPR for Digital Marketers: our next Mezzo Labs event | Adrian Kingwell | Pulse | LinkedIn

What does GDPR mean for marketing? – Mezzo Labs

Tom Davenport, Data Scientist at Mezzo Labs, describes how GDPR is going to affect the world of digital marketing and, more specifically, web analytics.

I’ve been to several conferences around the UK recently, from Datafest in Edinburgh to MeasureCamp down in London, and GDPR has appeared on the agenda at every one.

In this post, I’ll describe what every digital marketer needs to know and how it’s going to affect our field: digital marketing and web analytics.

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Source: What does GDPR mean for marketing? – Mezzo Labs

Are Asset Managers the Big Winners From Fintech Innovation? – Copylab

Fintech chatter often assumes new technology will result in smaller, agile companies winning over business from the large incumbents. But nearly a decade into the first wave of fintech innovation, this wisdom is being challenged. At a recent FSF event  held at the offices of Henderson Global Investors, a radical proposition was discussed: Could it be that it’s the large asset managers and banks who stand to gain the most from fintech?

The three start-up founders on the panel were finance industry insiders – all have previously worked with investment banks and asset managers, and each of their companies provides targeted solutions for large financial institutions:

Door is a fund due-diligence (DD) start-up that seeks to save time and hassle for both asset managers and investors. The company has already signed up 18 asset managers (including BNY Mellon, Aberdeen Asset Management, Schroders and Franklin Templeton) and 26 distributors (including HSBC, Barclays and Deutsche Bank). Co-founder Rob Sanders was previously global head of marketing at Aberdeen Asset Management.

Apply Financial is a global provider of payment-validation tools for banks, non-banking financial institutions and corporates, including HSBC and Towers Watson. Its clients typically deal with a high volume of large, contract-settling payments – industry-wide, one in ten of these payments falls through due to incomplete or erroneous data, and it’s this problem the company seeks to address. Its founder, Mark Bradbury, has 30 years’ experience in starting, working in and running financial solutions providers.

BoldMind is a cloud-based engine using data generated by sensors, buildings and the urban environment to aid and automate decision-making in retail. The company took part in Canary Wharf’s smart city accelerator, and has been awarded a contract to develop further solutions within the area’s smart city hub. Co-founder and CEO Dagmara Lacka has worked extensively with large media firms.

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Source: Are Asset Managers the Big Winners From Fintech Innovation?

Neil Curham: 3 technology enabled business trends to follow | Clear Path Analysis


An interview with Neil Curham, Executive Director, Alpha Financial Markets Consulting.

Zara Amer, Head of Content, Clear Path Analysis: Which three trends would you rate as being the most important and how have they impacted the market so far?

Neil Curham: The investment management industry is undergoing unprecedented levels of stress and change at present, and you can only see it getting even more complex. In terms of trends, we’ve had lots of turbulence at the macro-level, that are well covered by the market and economy in general

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Source: 3 technology enabled business trends to follow | Clear Path Analysis Blog

GDPR and Marketing Automation | CleverTouch

General Data Protection Regulation in the Context of Marketing Automation

The General Data Protection Regulation (GDPR) has been made with the intention of strengthening and unifying data protection for individuals within the European Union. Although Britain has voted to leave the EU, Article 50 is yet to be signed so we are still bound by EU regulations. In fact, forecasters have predicted that it’s unlikely we’ll be able to leave the EU in a hurry, with GDPR being in full force by the time we do.

This means that UK organisations will have to comply with the GDPR, just as they did with the ‘Cookie Laws’ – although the implications and responsibilities are more demanding and rigorous –it’s something you can’t ignore. Here’s a high level overview of the General Data Protection Regulation and why you should take notice of it immediately.

Firstly, the regulation applies if organisations are processing personal data or the person is based in the EU. Personal data is described as any information relating to an individual – whether in their private, professional or public life, i.e. a name, email address (both personal or work), photo or social networking posts etc.

There are three main principals to adhere to GDPR:

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Source: GDPR and Marketing Automation | CleverTouch

Wealth and Asset Management 2016 – Redesigning Business Models

The Wealth and Asset management sector is facing an evolving and complex regulatory environment with a rapidly changing client base in a world dominated by ever greater risk and volatility. Traditional businesses are losing margins and many firms are being forced to consider redesigning their business models as they look to diversify revenue streams, control costs and find new opportunities.

This conference will look at the changing framework of the wealth and asset management industry against the backdrop of regulatory and technological developments including the FCA Asset Management Market Study, FAMR and MiFID II.

30th November 2016

London Marriott Hotel

Canary Wharf


E14 4ED

More info & register

Source: Wealth and Asset Management 2016 – Westminster and CityWestminster and City

The impending Brexit data dilemma – StoneShot Blog

In the weeks leading up to the UK’s EU referendum, experts clamored to have their opinions heard regarding the ramifications of the potential departure of the UK from the EU, alternately dubbed, “Brexit”. The doom and gloom speculation from experts in various fields was rampant and left many overwhelmed and bewildered. One of the primary problems with wrapping your head around the maelstrom of information presented before and after the vote is the absence of recent historical precedent for such an event. Even if there was any recent historical precedent, it would need to have been extremely recent since the proliferation of technology in the last ten years has resulted in an economic and political landscape vastly different from any other period of time. This fact is never more evident than when considering the future of data regulation in the soon-to-be-independent UK.

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Source: The impending Brexit data dilemma – StoneShot Blog

Digital Media under the FCA – CTP Event

Digital Media and the FCA

Course Outline & Objectives

The new and ever changing world of digital media offers tremendous opportunities – and significant risks – to financial services organisations, and something of a headache to regulators.

Specifically developed for Compliance, Legal and Marketing specialists in FCA regulated firms, this timely course will bring you up to date with the latest FCA regulations, guidance and approach to digital media and examine the implications for your marketing activities and compliance controls.

Attending will enable you to:

  • Analyse how Financial Promotion requirements apply to digital media
  • Review the FCA’s approach to the supervision of ‘new’ and digital media, including the most recent developments and communications
  • Examine digital media risks, your organisation’s risk appetite in this area and the MI and controls appropriate to managing and mitigating these risks
  • Consider digital media in the context of key regulatory themes and priorities, such as TCF, conduct risk, SYSC and aggregator and comparison websites
  • Benchmark your approach against industry best practice and regulatory expectations

Who will benefit

This course will be of value to Compliance, Legal and Marketing specialists, as well as Senior Managers with oversight responsibility for Compliance, Marketing and Corporate Communications.

Training Approach

This course will use a combination of tutor input, discussion, examples and case studies to identify and address the practical digital media issues facing financial institutions. Class size will be limited to 16 to ensure a high quality learning environment.

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Source: Digital Media under the FCA

FCA ‘Regulatory Sandbox’ Enables Fund Marketers to Test New Ideas

The FCA is showing it takes its mandate to foster competition within financial services seriously with the launch of a new initiative.

The regulator has unveiled plans for what it calls a ‘regulatory sandbox’. Just as children play in a real sandbox, the FCA’s version aims to create a safe space in which firms can test out new ideas for products and services without any regulatory consequences.

It’s all part of Project Innovate, a year-old scheme to encourage financial firms to develop disruptive technologies that can potentially shake up the industry and benefit the end consumer.

From spring 2016, groups can apply to take part in the sandbox, although only a limited number will be able to join during the first year.

Unregulated firms accepted on to the scheme will be subject to a tailored authorisation process restricted just to the testing of products and services.

Authorised firms will be given assurances that enforcement action will not be taken against them at a later date.

The regulator hopes the sandbox scheme will cut the time it takes to roll out new products and services, and help it to put in place the right safeguards for consumers before new offerings hit the mass market.

The FCA thinks the process could be particularly valuable in the development of roboadvice, blockchain technology, and Regtech (technologies which help firms manage regulatory requirements and reduce compliance costs).

As it celebrates its first anniversary, Project Innovate has helped over 175 innovative businesses, the FCA says, five of which have since been authorised to undertake regulated activities.


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Source: FCA ‘Regulatory Sandbox’ Enables Fund Marketers to Test New Ideas

FCA guidance: Outsourcing to the ‘cloud’

GC15/6: Proposed guidance for firms outsourcing to the ‘cloud’ and other third-party IT services

The FCA has invited views on the proposed guidance, which intends to clarify the requirements on firms when outsourcing to the ‘cloud’ and other third-party IT services.

This guidance is intended to help all firms to effectively oversee all aspects of the life cycle of their outsourcing arrangements: from making the decision to outsource, selecting an outsource provider, and monitoring outsourced activities on an ongoing basis, through to exit.

Guidance Consultation 15/6

Who does this guidance affect?

This guidance will be of particular interest to firms interested in outsourcing to the cloud and other third-party IT services.

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