BIP.Monticello closed out March celebrating International Women’s Month 2023 together on Wall Street! Diversity, Equity, and Inclusion within the Financial Services world was certainly a topic of discussion, and we’re so grateful to have a firm culture that fully supports & encourages our professional growth, as well as an amazing women’s network within our growing team! Cheers to all that’s ahead for us women in the business and in our community - together we are stronger. Thank you Nikoleta Palmer for organizing this awesome event for us!
Global Team & Client Happy Hour in Tribeca!
BIP.Monticello enjoyed getting together with our global team and clients in Tribeca! Thanks to all who joined us, spending the evening catching up over great food, drinks and music.
BIP Management team in NYC!
BIP.Monticello was so pleased to welcome our global management team to NYC! Firm leadership came from Milan, Rome, London, Miami, Chicago, D.C. and Dallas to gather together for breakout sessions to discuss our exciting partnership and growth opportunities ahead. Thank you to all who traveled near and far for this important week together, cheers to continued success as a global team!
Celebrating Black History Month 2023 with the CFA Society NY!
BIP.Monticello celebrated Black History Month with the CFA Society NY, at their important event focused on empowering change in investment management! The CFA Society assembled a panel of seasoned diverse Investment Management professionals well versed in what it takes to start, grow, and manage a successful money management firm, including Juliette Menga, CFA, featured here. Thank you to all of those who joined this event, but more importantly, all of our D&I champions who push for growth and equity!
BIP.Monticello Winter 2023 Virtual Social!
BIP.Monticello, thanks to our fabulous virtual social guru, Rebecca Smith, hosted a fun and engaging trivia night with a winter theme! The team brought their A (Student) game and their favorite beverages, while we sweat through this tough trivia challenge. Thanks again Rebecca for organizing this virtual event for us last night!
CV Housing - Promoting Affordability & Community Integration
BIP.Monticello is so grateful to support the Children’s Village in all of their efforts - especially their work with improving Housing for the Community in which we live and serve- promoting affordability and Community Integration, which they highlighted in their recent webinar. The leaders reviewed what they’re doing to support and improve today’s current state to make quality housing affordable in the city, including the Eliza, the newest beautiful low-cost housing fully funded by the Children’s Village in NYC. To learn more, pls visit: Home - The Children's Village (childrensvillage.org)
NAF Organization Support - CTE Month
BIP.Monticello is honored to support one of our local community partners, the NAF Org., who works tirelessly to transform the high school experience for the underserved members in NYC and across the country. Please join us on CTE month (Career & Technical Education) which focuses on education that directly prepares students for high-wage, high-skill and high-demand careers! #upflift #community #CTEmonth #NYC #partnerships #startingyoung #educate #support
BIP.Monticello Joined Discussion on the State of Digital Lending
The BIP.Monticello team attended the American Bankers Association (ABA)’s ‘The State of Digital Lending’ webinar recently. This informative webinar highlighted the key benefits of banks implementing a digital strategy in lending. The keynote speakers discussed how customers of all ages have come to expect a seamless digital banking experience. The pandemic accelerated this expectation in financial services, digital lending and specifically in Buy Now Pay Later (BNPL).
The speakers noted the benefits of an agile project delivery approach, where incremental product improvements and operational efficiencies can be gained in most financial transactions. Examples of strategic digital projects are leveraging customer data for marketing, artificial intelligence for operational tasks in loan originations and underwriting and creating application dashboards for customers to view their products online. These projects enhance the experience of the consumer while shifting the client’s emphasis to advisory and technology. Using this incremental approach, banks of all sizes can spearhead the firm strategy in initiatives such as data usage, project planning and transitioning of the banking team into digital operations.
At BIP.Monticello, our consultants actively participate in webinars, conferences, and round table discussions to ensure our clients are advised on emerging trends and risks their organizations may face in financial services, banking, and technology. We look forward to working with our clients to support their digital journeys in 2023 and beyond.
First Team Happy Hour for 2023!
Cheers to the first Team Happy Hour for 2023! Thank you Nikoleta Palmer for organizing this event for us - it was so nice to catch up with a dozen of our BIP.Monticello colleagues over great food and drink as we kick off an exciting New Year together!
Celebrating Dr. Martin Luther King Jr. Day!
BIP.Monticello honors and celebrates Dr. Martin Luther King Jr. today - the visionary, brave and brilliant civil rights leader who taught Americans and the world to have more compassion, leading to true justice. His impact left on our society is immeasurable…as we push on for further growth in inclusion in our world today, we thank Dr. King for paving the way during his time on Earth. #Ihaveadreamtoo #MLKday2023 #thankyouDr.King #neverforgotten #society #together #justice #oneday
Happy Holidays 2022 from our team to yours!
Happy Holidays 2022 from our team to yours! This holiday season, we are grateful for so many people whom we work with, share our community efforts with, and grow with. Thank you all for your partnerships- sending our best wishes for the holidays and New Year, from everyone at BIP.Monticello! #thankyou #community #team #partnerships #share #holidayspirit #celebrate #cheers
Happy Hanukkah 2022 from BIP.Monticello!
Happy Hanukkah 2022 from all of us at BIP.Monticello! Wishing you and your families lots of happiness and joy during this special time of year! #enjoy #holidays #celebration #festivities #happiness #HappyHanukkah2022
BIP Global Virtual Holiday Party 2022
Today we gathered with our BIP colleagues across the globe, to virtually celebrate the 2022 Holiday season! Check out our colleague, Jared Eder, speaking to the global group on the virtual panel about his passion as we close out 2022…cheers to many more joyful celebrations ahead!
BIP.Monticello Joined Discussion on Adopting AI in the Financial Services Industry
The BIP.Monticello team recently attended Gartner’s Move Towards an AI-Forward, Autonomous Finance Future webinar. This webinar emphasized the importance of different kinds of change that are required for an organization to adopt AI practices in an applicable and sustainable way. These changes are necessary for organizations, as greater data complexity is starting to exponentially outpace data volume growth—even though Excel is the tool most often used to manage this data. As much as data is an asset, it is also a liability that needs to be managed effectively.
Gartner presented their AI-Forward Framework for taking the next steps towards a strong autonomous finance future: 1.) Skills, 2.) Software & Data, 3.) Organization, 4.) Culture, and 5.) AI Strategy & Process. These five characteristics of the AI-Forward Framework are presented in a circular loop diagram, as each characteristic must continue to be developed to successfully maintain AI progress within an organization. For organizations that are especially new to Adopting AI, the presenter recommended starting with the Skills and Software & Data parts of the framework. For the “Skills” portion, it is important to hire and continuously train employees. It is not as important for these people to be professional data scientists as it is for them to think like them and be able to work comfortably with data. For the “Software & Data” portion, it is good to buy new software when possible; it is crucial to circumvent the need for internal development when the same solutions have already been built elsewhere. Additionally, investing in data pipelines leads to users accessing data more easily and concentrating instead on solving problems. Following this framework allows people and machines to each use their strengths to find solutions to the complex problems that businesses face every day.
The number of use cases for AI in the financial services industry is enormous, and there are straightforward ways for AI to have useful applications in your business. One of the best introductions to AI is software that can help identify and explain errors—much like what accountants and auditors use. AI can also be very helpful with financial forecasting because of the strength machine learning has at making predictions. Additional reconciliation, planning, management, and monitoring functionalities can also be explored.
At BIP.Monticello, we embrace continuous learning about evolving technologies in the Digital Financial Transformation space and working with our clients on individualized solutions to help their businesses and stakeholders.
BIP.Monticello Holiday party in NYC
BIP.Monticello gathered together to celebrate the Winter Holiday season in NYC @ Agave West Village! We enjoyed catching up over great food, drink and festive decorations, as we look forward to an exciting year ahead for our firm. Happy holidays team!
Delicious Mexican food & drink @ Agave NYC!
Holiday sweater time!
Cheers ladies!
Dia de Los Muertos 2022 Celebration - Virtual Social!
Thanks to our teammate, Rebecca Smith, BIP.Monticello enjoyed virtually meeting and sharing the experience of making a Dia de Los Muertos tequila/mezcal themed cocktail in honor of Dia de Los Muertos – a joyful Mexican holiday.
In celebration of those who have crossed the marigold bridge, we learned about tequila making, the history of this tradition, and enjoyed this holiday time together. Cheers to the next social – virtually or in person in NYC! 😊
Community Partnerships - Giving Tuesday!
BIP.Monticello presented to the BIP global teams across the globe our mission to create an environment of inclusion, with our community involvement adding to our firm culture. With these amazing organizations in mind, please join us supporting one of our community partners today, on giving Tuesday!
Happy Thanksgiving 2022~
Our team is grateful for so many things this year, especially for each other and the opportunity to serve our clients and our community in NYC! BIP.Monticello wishes all of our friends, family and colleagues a joyful Thanksgiving Holiday - cheers!
Teaching Financial Literacy in NYC!
Our D&I teammates was honored to spend time with a special classroom last evening in NYC teaching financial literacy, in partnership with the High Water Women Org.! We reviewed with these women the important topics around calculating earnings, skillsets for various job opportunities, education, and investments in career choices. It was rewarding & valuable to connect with these wonderful women with such curious minds and bright futures ahead of them - thank you for taking time to learn with us!
PhytCares Puerto Rico & NYC Support!
BIP.Monticello is pleased to once again support PhytCares Puerto Rico & NYC - a wonderful community organization who focuses on empowering our youth in New York City, Puerto Rico and throughout the U.S. through fitness! Please join us in uplifting the Hispanic community with Phyt -Phyt Cares | BetterUnite