Description

Digital Mindset in Financial Organizations: On-Demand

This seminar presents the challenges, benefits, and pitfalls of digital transformation forfend tech companies, wealth management, and relationship management. We will also take a quick look into the future that digital transformation can bring to financial organizations.

What You Will Learn

At the end of this program, you will be able to:

Understand the impact that digital is making on the economy and on customer expectations in the financial services marketplace

Assess the nature and drivers of the digital transformation

Understand digital change and definition of transformation and the challenge of digitalization on new banking business models, bundling and unbundling services, and disruptive financial technologies

Evaluate digital transformation successes and failures in the financial services world

Understand how digitalization affects high net worth clients, their access, loyalty, and use of digitalization in their banking and investments

Develop an awareness of technology change and trends in banking and financial technology to meet the challenges of customer service and financial technology in the future

Getting Started

Foundation Concepts: Digital Transformation

What is "New" about Digitalization?

Driving Forces

Digital Transformation Successes

Digital Transformation and the High-Value Client

Digital Wealth Management

Omnichannel Concept

Pathway to Digital Wealth Data Transformation

Digital Technologies and Relationship Management

Relationship Management

The Evolution of Touch Points

The human factor in Digital Transformations

Financial Technology Trends

Big Data and Analytics

Other Major Trends

Preview of Coming Attractions

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Digital Mindset in Financial Organizations: On-Demand

By IIL Europe Ltd

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