FinTech Conferences and Events in London – Best of 2016

With start-up friendly regulation, access to capital and a dynamic and innovative workforce London’s FinTech scene is stronger than ever, easily fending off claims of being just another tech bubble.

Over the last 5 years only 19 UK tech firms have raised at least $100 mln however this will soon change with London still ahead of the rest of the world and hot on the heels of our transatlantic cousins in the US. With the ‘Silicon roundabout’ thriving, helped in part by its proximity to the City, London is one of the FinTech hotspots of the world where ideas, vision and backing mean that financial technology is pushed further and goalposts constantly move.

The FinTech industry, including P2P lending, personal finance, cutting edge payment mechanisms, pay per use insurance, bitcoins, etc…, will continue to grow with London Mayor Boris Johnson and UK chancellor George Osborne making it part of the government manifesto. iPushPull has benefited from such government support winning two InnovateUK Smart Grants supporting research and development in mobile security and advanced access control.

Looking ahead to 2016 you do not want to miss out on business and networking opportunities that are happening all over London at the major FinTech conferences and events. We have compiled a list of the key events below;

FinTech Events in January 2016

FinTech Events in February 2016

FinTech Events in March 2016

FinTech

Fintech Events in April 2016

FinTech Events in June+ 2016

Here is a table of all the events, do share or embed it in your blog. You can create and embed live Excel spreadsheets in web pages using our Free WordPress Plugin

Also you can check FinTech Event Calendar 2016 for some of the Global FinTech Events during 2016.


Please let us know in the comments if we have missed any London FinTech events and we are happy to add them to this list.

Matthew Cheung, former COO of RANsquawk, joins iPushPull as CEO

London based Financial Technology start-up iPushPull, which delivers secure document distribution and live data sharing between desktop applications, is pleased to announce the appointment of Matthew Cheung as its new Chief Executive Officer (CEO).
Matthew will be responsible for harnessing the innovation of iPushPull’s two founders, Dan Eccleston and David Jones, by defining and implementing tested business strategies to accelerate and sustain growth in sales, product, staff and company awareness.

Matthew Cheung

Matthew Cheung led RANsquawk from start-up to market leader

Matthew joins from RANsquawk, a leading real-time financial news service for traders, which he co-founded in 2005 as the Chief Operations Officer (COO) and where he was responsible for product, sales and business development. Over a decade, Matthew led RANsquawk from start-up to market leader, building a substantial client base including hedge funds, banks, brokers, retail trading platforms and individual traders. Prior to this Matthew worked as an analyst and as a trader at various financial institutions.

Matthew Cheung, CEO, comments: “London is at the spearhead of global financial technology and I am excited to bring my management and financial market experience to a FinTech company that not only has highly innovative products and R&D but has two founders with well-established track records. I am incredibly thrilled to be in a position to further strengthen an already solid team and to advance iPushPull to compete with major players in business and consumer technology.”

 

Co-founder Dan Eccleston comments: “We’re very excited to welcome Matthew to head up the commercial side of the business. The recent delivery of our desktop-to-cloud data and document sharing platform places iPushPull in a unique position to lead a paradigm shift, not only in financial markets live data sharing and research delivery, but also in the broader business information sharing and collaboration space. As well as sharing our vision for the market Matthew’s track record shows he has the experience to deliver significant revenue growth both through our direct sales and web businesses, exploiting iPushPull’s highly innovative and evolving technologies to the full.”

Matthew holds an MSc Finance from Imperial College and BSc Investment & Financial Risk Management from Cass Business School.

About iPushPull

iPushPull‘s services enable its customers to securely share live data between desktop applications like Microsoft Excel, and distribute documents and research on a fully access-controlled and audited platform. To date, it has won two UK Government grants for its innovative research and development work.

Contact: info@ipushpull.com, +44(0)20-3808-4085 Original PR at PRnewswire 

Could MiFID II and Commercial Pressures spell the end for Email Distribution of Financial Research?

In the $3.4bn market for financial research, two powerful forces are driving companies away from email distribution towards comprehensive document sharing solutions. In Europe, the MiFID II regulatory changes will require consumers to monitor and report their use of research. And in the US, research producers are tightening controls to ensure only those people who have paid for access will be able to read their reports.

Updated European Rules for the Financial Research Market (MiFID II)

In Europe, MiFID II regulations will require asset managers and pension funds to disclose exactly how much of their clients’ money they are spending on financial research. Currently, the cost of research is included in the trading fees paid by these organisations to brokers and investment banks. This could lead to conflicts of interest, as a recent Financial Times article pointed out:

[The FCA] has warned that managers could be wooed into executing trades with the brokers who were especially generous in passing on free research, whether or not using that broker represented the best deal for the client.

To minimise the chances of this happening, from 2017 onwards brokers and investment banks will separate, or unbundle, the costs of financial research from their overall trading charges. Asset managers will be required to monitor their use of research, record how much they are spending with each producer and report these costs to the regulator and their customers. The upshot of this is that traditional means of research delivery, typically email, will have to be replaced by robust solutions that allow the consumers of research to accurately track their usage.

Commercial Pressures drive increased controls in the US

These regulations don’t apply in the US, but a move away from email distribution is also happening there, this time being driven by the providers of research: the Investment Banks. Investors there consume almost two-thirds of research via email, according to a recent Bloomberg article. The problem with this approach is that once a PDF has been emailed it can be distributed far beyond its original intended readership, and the original publisher has no means of tracking who is reading it. So investment banks are moving to alternative solutions, as Bloomberg reports:

Bank of America Corp. has started embedding analysts’ reports into web pages, so it can more easily restrict access than with PDF files that are widely shared with people who aren’t paying clients, said Candace Browning, the firm’s head of research. It’s joining rivals Morgan Stanley and Citigroup Inc. in limiting access, and more plan to follow. The approach also makes it easier to track analysts’ readership and customize products for specific types of clients, according to bank executives and consultants.

These two trends, driven by both the producers and consumers of financial research, are moving the global research market away from email towards document sharing platforms.

At iPushPull we’ve always been dedicated to reducing the amount of email our customers have to deal with, whether through our Excel data sharing service or our PDF distribution platform. They both provide an access controlled and monitored solution for sharing data and documents around companies and between companies and their clients, without the need for emails.

We’ve recently signed our first partnership in the financial research market with FutureTechs, a leading provider of technical analysis to the futures market. The iPushPull document distribution platform lets FuturesTechs easily and securely share their reports with their clients on an access controlled and monitored platform. To try it for yourself, please get in touch or sign up for a free trial today.

FuturesTechs chooses iPushPull for Secure Delivery of Financial Research

iPushPull and FuturesTechs Joint Venture

iPushPull is delighted to announce our new partnership with FuturesTechs, the FCA regulated & award-winning technical research company. FuturesTechs is using iPushPull’s new document distribution feature to securely deliver daily technical analysis research to their clients. This new feature enables iPushPull’s customers to share content with their clients across all devices while letting them control access and monitor document usage.

Clive Lambert, the founder of FuturesTechs, said yesterday:

“We feel the future of Research under the new MiFID II unbundling rules set to come in in 2017 will require secure delivery across all manner of devices, with the ability to audit, control and track usage. With the help of iPushPull, Futurestechs will be well placed to partner with all manner of financial institutions, offering a clean, flexible technology-driven solution to ensure white-label clients can control their brand, reach and pricing; offering our well respected and entirely independent analysis to their clients as a viable, compliant and cost effective alternative to the pre-MiFID II options currently available”.

Dan Eccleston, one of the co-founders of iPushPull, said:

“The way in which information is shared is changing rapidly as enterprises try to keep up with the flexibility of the cloud services now commonplace in consumer markets, while at the same time trying to maintain the all-important control and security businesses require. In addition to these challenges, regulators in financial markets are introducing rules which require businesses to show a far greater degree of transparency than has previously been required, particularly in relation to research materials.

We’re delighted that FuturesTechs has chosen iPushPull as a partner both to help them meet these regulatory challenges and to leverage iPushPull’s unique distribution platform to scale up its ability to distribute information simply and securely”.

For a free trial of FuturesTechs on iPushPull, please click here

About FuturesTechs

FuturesTechs is one of the UK’s leading independent technical analysis companies, founded by Clive Lambert in 2000. It is recognised as a leading research house and the winner of multiple industry awards. Clive is a well-known figure in the technical analysis and Futures industries. He was a board member of the UK Society of Technical Analysts between 2003 and 2011 and is still a regular speaker on their yearly Diploma Course, and is the Author of “Candlestick Charts“, published in 2009. FuturesTechs is FCA registered, registration number 460598.

Embed live Excel spreadsheets in web pages using our WordPress Plugin

Free_Excel_Wordpress_Plugin

We’ve had a great response to the ipushpull WordPress plugin we released back in August! The plugin lets you display live Excel data in your webpages when you’re using desktop Excel. We weren’t entirely sure what people would do with it and it’s been fascinating to find out the kind of uses it’s being put to. Here’s what some of our customers have been doing:

Monetizing the results of data mining and number crunching (using Excel VBA)

Excel VBA lets you build powerful applications in desktop Excel but they just don’t work in Excel Online. ipushpull lets you retain the power and flexibility of your desktop sheets but also lets you see them updating live on the web. The following customer project is still under wraps so unfortunately we can’t be too specific. As soon as it’s been uncloaked we’ll publish full details!

One of our customers in the travel sector uses custom Excel VBA to pull live data from multiple public APIs into their spreadsheet. They then analyse this raw data with bespoke algorithms, and display the resulting information in an ipushpull-enabled sheet. Each time this sheet updates, our customer’s WordPress website updates too. This derived information is so valuable that they are able to charge their own customers for access to it. Building a standalone app to do all this would be expensive and inflexible – ipushpull makes it easy and it’s extremely good value, of course!

Displaying live data from business-critical systems on the web (ERP and CRM)

Many companies still depend on locally-hosted ERP and CRM systems and are reluctant to migrate to web-hosted alternatives because of the expense, disruption and security risk.  These kinds of systems generally don’t have native web capabilities. So how can you access data from them when you’re out of the office? Step forward Excel and ipushpull…

Excel lets you import data from any local database directly into your spreadsheets using an ODBC link. One customer, a lighting manufacturer in Pennsylvania, uses this approach to pull purchase order information from their ERP system into Excel. ipushpull publishes this data to a dashboard which is displayed on a monitor in their workshop, so the team always knows when to expect materials. ipushpull makes it easy to link legacy systems to the web and, because you control the content and layout of what you publish, it’s simple to update when your requirements change.

Password Protected Pricelists

Access Control in WordPress

ipushpull pages can be public, so everyone can see them, or private, so they can only be viewed by the people you specify. Another customer, a supplier of motorcycle spares, wants to keep some of his price lists private for his favoured customers only. So he updates this list every day and publishes it to an ipushpull page which is encrypted using a password that he’s shared with those customers.

We’ve built some powerful features into ipushpull:

  • Use it to display live Excel data on your webpages
  • You don’t need to save the source spreadsheet to update the data
  • Your content updates automatically – the reader does not need to refresh the browser to get the latest update
  • You choose the range of cells that gets displayed
  • You control the update frequency – every few seconds, every hour, every day
  • Your data can be public or password protected

Now try it for yourself! Sign up for a free trial today!

Display live data from Excel spreadsheets in your WordPress website or blog

ipushpull now lets you embed live, updating data from your desktop Excel spreadsheets in your WordPress website or blog! Whether you’ve a price list that you want to publish every morning, or finance data that changes every few seconds, we’ve made it incredibly easy to send this data directly from your desktop Excel spreadsheet to your site. You don’t need to save the Excel spreadsheet and upload it every time you make a change, and your website visitors don’t need to refresh the page to see updates. With ipushpull it’s automatic, in just a few easy steps.

Live Demo

The blog you’re reading is powered by WordPress, so it’s the ideal place for a demo. Here’s a simulated stock portfolio, updating every few seconds:

This portfolio is being updated by a desktop Excel spreadsheet running at ipushpull HQ down in the Silicon Basement. The data you’re looking at is updated every time the source sheet changes. The formatting and styles are being captured from the original Excel source, and this page also includes some links to other iPushPull pages, letting you drill down from the summary to the details. So you can build a hierarchy of live data pages as complex or simple as you like, using the tools that you already use, and publish them live in your website. There’s no development required. This is what we like to do at ipushpull – take the tools you love, like Excel and WordPress, and link them together to make difficult jobs simple.

Other Features

Make your data Public or keep it Private

The demonstration page displayed above is a public page, so anyone who visits your site will be able to see it. But you can also use ipushpull’s access control features to restrict access to your data, meaning that your site’s visitors will only be able to access the data by entering a password. Keep a price list private for priority customers, or publish individual pages for all your clients and embed them in your site with no development required on your side.

Display data from any application, not just Excel

If your data’s in Microsoft Excel, the ipushpull WordPress plugin now lets you get it onto your website. We’re also working on new integrations (watch this space for our Google Sheets add-in). But remember that ipushpull is an open platform and you can use our APIs to integrate it with any system or online service.

Not just WordPress

If you don’t use WordPress for your website you can still embed ipushpull pages in it. See this page in our Support Centre for details.

How to do it

The ipushpull WordPress plugin lets you embed pages in your site with a single line of code. For more details visit the ipushpull WordPress plugin page in the WordPress plugin directory. It includes full instructions about installing and using the plugin, but if you need further help please visit the ipushpull Support Centre or email support@ipushpull.com.

Start using ipushpull today by signing up for a free trial.

Another day, another hack – using client-side encryption to protect your data online

Encryption

The theft of extremely sensitive data at extra-marital affairs site Ashley Madison is just the latest in a series of online data thefts to hit the headlines. As each new case is reported, it reinforces the message that client-side (or end-to-end) encryption – encrypting your data before it leaves your computer or phone – is the best way to be sure that your data is safe online. This article looks at the threats and three ways you can protect your files, data and messages on the web.

Inside Jobs, Social Engineering and Weak Passwords

Ashley Madison claimed that it had received an award for its security measures but unfortunately it was not immune to the inside job – it appears that a company contractor with access to their database has stolen the personal data of millions of users, leaving them and the company open to blackmail and fraud.

Other widely reported hacks have been performed using social engineering. This is the practice of tricking the operators of web sites and services to reveal information or perform actions such as resetting passwords. Many social engineers are highly skilled at this kind of manipulation, but it’s often weak practices at the companies themselves that lead to security compromises.

But probably the most common cause of security breaches is still good old-fashioned password guessing. Too many people still use weak passwords, or the same password across multiple sites, so as soon as one of their sites is compromised all their accounts are at risk.

The best way to protect your data online is to encrypt it before it even gets there. That way, even if an attacker gets access to your account, they cannot decrypt it unless they have access to the keys and they reside on your computer or mobile phone. There’s no way to compromise your data without having access to one of your client devices.

Protecting your files online with SpiderOak and Tresorit

File Sync and Share services such as Dropbox and Google Drive are immensely popular because of their convenience and price. But they don’t encrypt your files before they leave your device – if an attacker gets access to your account at the cloud service they will have full access to all your files. High security alternatives such as Tresorit and SpiderOak are a much safer bet. Their client applications encrypt your files before they leave your computer and let you keep control of the encryption keys. By the time your files reach the cloud their content is unintelligible, and can only be decrypted on your computer or phone by you or someone you’ve authorised.

Protecting your live data online with iPushPull

We’ve built client-side encryption into iPushPull so you can share live data between Excel spreadsheets securely without any middle man being able to intercept it. This isn’t possible with Google Sheets or Excel Online which don’t support client side encryption. And because we’ve built encryption across our entire suite of applications, you can access and update your encrypted data on your mobile phone, in desktop Excel and using our upcoming Google Sheets plugin.

Instant Messaging – who can you trust?

The most popular business messaging services such as Skype do not support end-to-end encryption and are widely believed to have been compromised. In response, the number of end-to-end encrypted messaging services is increasing rapidly and includes established players such as BlackBerry Messenger Protected and more recent entrants such as the highly-respected Wickr. The EFF has produced a handy summary of the strengths and weaknesses of many of the players in the instant messaging market.

The cloud is a convenient place to store and share files, data and messages but your stuff isn’t always as safe as you might want it to be. However, with minimal extra effort you can add end-to-end encryption to stay in control and keep your data secure.

Want to securely share live data between your spreadsheets and the web? Sign up for a free trial of iPushPull today.

 

iPushPull Update: New Dashboard plus improved navigation and editing

We’ve been busy improving the iPushPull user experience and now we’re ready to go public with the new updates! This release adds a new dashboard to our web app with quick access to support and the latest company news. We’ve also made it easier to navigate around your folders and pages and improved page editing on our desktop and mobile sites. We’ve added comprehensive help for each new iPushPull update to the iPushPull Support Site.

New Dashboard

Several customers have asked us if we could make it easier to access support, product update information and company news from within the web app. So we’ve added a new dashboard to the site – see the picture above. The dashboard features quick links to useful support information plus the latest company news and tweets. You can also customise the dashboard by adding shortcuts to your favourite pages. Click on the following links to find out more about the Desktop Dashboard and Mobile Dashboard.

The dashboard will be displayed each time you log in, unless you choose your default folder and page instead (see this link for instructions about setting defaults). You can also display the dashboard by clicking the Home button in the top left corner of the web app.

New Navigation Bar

Our new Navigation Bar groups links to the dashboard, your personal profile settings and our support pages together in a single place. On desktop you can find it on the top left of the screen, under the iPushPull logo – for full details click here. On mobile it’s displayed at the top of your Folder List and Page List screens – click here for details.

Improved Navigation between your Folders and Pages

We’ve made it easier to drill down into your pages and move back up to your folder list. This is particularly useful when you have access to more than one folder or when you’re using our mobile site. Details about the desktop site here and the mobile site here.

Easier Page Editing

We’ve reduced the number of steps you need to take when editing your pages, and simplified the edit menu without reducing functionality. The result is a more streamlined experience, particularly when you’re using the mobile app. For more details click here for the desktop site and here for mobile.

We hope you like these improvements as much as we do! If you have any questions or comments you can reach us at support@ipushpull.com.

Enrich your live iPushPull pages by adding links

Link your iPushPull pages to each other, to external websites, and to phone, email and SMS apps

Have you added links to your iPushPull pages yet? You can add links between iPushPull pages and to external websites, and links that launch your phone, SMS or email applications directly from your live data pages.

Adding links between your iPushPull pages lets you build rich, deep and LIVE websites, and our Microsoft Excel Add-in lets you add them quickly and easily. Links let you structure your data exactly the way you want to – with index pages and high level summary reports connected to detailed breakdowns, allowing your colleagues and clients to drill down to exactly the level of information they need. None of this compromises security – each user can still only access just those pages you’ve granted them permission to see.

One of our financial markets customers uses the iPushPull mobile app to keep their risk manager up-to-date with the latest market moves.  The summary page displays constantly updating headline information about each of their traders’ positions, risk and P&L. Each row links to an individual page showing detailed activity data for the particular trader, so the manager can dive in whenever he needs more information. Another customer has built a set of pages linking the latest stock levels in their warehouse to delivery schedules. In both cases our customers are pulling live data from external systems (trading and ERP, respectively) into desktop Microsoft Excel, and pushing it to iPushPull directly from their spreadsheets. They’re using iPushPull as a live Content Management System. Try doing that with Google Sheets!

Drill down into trading history from portfolio screen

We’ve embedded a simulation of a live stock portfolio being generated by an iPushPull-enabled spreadsheet below. Click on the underlined links to see the trading history for each stock, and click Back to return to the portfolio page.

To view this in our web app on desktop or mobile click here. Please note that we’ve made these pages public for demo purposes – if this was your portfolio they would be protected by iPushPull’s award-winning security and encryption!

Launch your Email, Phone and SMS apps direct from your pages

With iPushPull links you’re not limited to creating connections between iPushPull pages. You can add links to external websites, and create links which launch email, phone and SMS apps with the email addresses and numbers you’ve specified when they’re tapped or clicked. Build a shared directory page for your team, or create live data pages for your clients and let them contact you directly from the page with no fiddling around switching apps or looking for numbers.

Here’s one we prepared earlier, quickly and easily, within Microsoft Excel using our Add-in. Click on any of the links to see what happens:

To view this in our web app click here. It’s best experienced on a mobile phone or similar device with phone and SMS capability. We don’t recommend you try calling any of the numbers!

For detailed instructions how to create links in your iPushPull pages, read our excellent support pages:

Why not sign up for a free trial and try it for yourself?

Link Excel spreadsheets so no more email attachments

Link_Excel_Spreadsheets

If you scroll down your email inbox I’ll bet you’ll see a fair few paper clips, highlighting those emails that arrived complete with their own attachment. Let’s take a look at a few, shall we, and see what’s attached? Ah – here’s an MS Excel spreadsheet with those sales forecasts you were waiting for. And here’s the updated pricelist you were expecting from your supplier. And timesheets from your sales people out on the road. And…

Let’s open one of these emails. Done? Right – download that attachment. Then try to work out where it’s been downloaded to. Found it? OK, fire up Excel, open the sheet and scan through it to find the particular range of cells you’re actually interested in and finally copy them into your master sheet. Job done?

If you’re lucky that might be the end of your work. But perhaps you have to generate a company-wide sales report from separate sheets submitted by all your branch offices, or maybe you have to process time sheets from all your remote workers. As companies spread and more staff work remotely, more and more spreadsheets will be dropping into your inbox. And the alternatives to sharing this way are not much better.

You could try a shared sheet on a cloud drive like Dropbox instead. But do you really want everyone working on the same sheet? Should your New York office be able to see London’s figures? Has everyone updated their bit yet? Who’s got the file open now? Which version are we working on again?

There is a better way.

Link Excel Spreadsheets with iPushPull

iPushPull lets you link Excel spreadsheets, whether they’re in the same office or on opposite sides of the world. So every remote office or worker can update their own sheets independently without blocking anyone or accessing anyone else’s data. The instant they make their changes they’re pushed to iPushPull. And the moment the changes are pushed to iPushPull every linked sheet will be updated automatically – there’s no need to save or refresh anything.

Here’s a head office report that consolidates key figures from every branch office in a single place. Each row of the report is linked to a remote sheet and updates whenever the remote sheet is changed:

Sample_Global_Sales_Report

The Time Updated and Who Updated fields show when each remote site updated their data and who did it, so it’s easy to see who deserves a pat on the back and who needs a gentle nudge (hurry up, Eddy!). Each office can only access its own data so only you can see this big picture. And because you can view your live iPushPull data securely on your mobile phone, you can check it on your way into the office. So you’re ahead of the game.

iPushPull works with all versions of Excel from 2007 onwards and it’s easy to integrate it with your existing spreadsheets. You don’t have to change your business processes – just make them much faster and simpler.

So if you’d like fewer paper clips in your inbox in future, why not try iPushPull free today?

iPushPull – link Excel spreadsheets