Digital transformation
The Program
Digital transformation is redefining the future of the financial sector, offering a critical pathway to meet evolving customer expectations and competitive pressures.
By leveraging advanced technologies such as artificial intelligence, cloud computing, and data analytics, financial institutions can streamline operations, enhance customer experiences, and unlock new revenue streams.
For banks and credit unions, embracing this transformation is not just an opportunity but a necessity to remain agile, innovative, and resilient in a rapidly changing financial landscape.
DAY 1
Embracing Digital Transformation in Finance
Date
April 23rd, 2025
SESSION 1
8:30 AM - 12:00 PM
SESSION 2
1:00 PM - 5:00 PM
First half-day
8:30 AM – 12:00 PM
Lunch: 12:00 a 1:00 PM
SESSION 1
Setting the Stage for Digital Transformation
- Defining Digital Transformation – Understanding the drivers, trends, and impact on the financial sector.
Interactive Activity
Vision Board Creation - Imagine your ideal digital future for your institution.
Case Study Analysis
Exploring successful digital transformation journeys in the financial services industry.
- Coffee Break
- Identifying Your Digital Readiness – Assessing your organization's current state and establishing a baseline
Hands-on Session
SWOT Analysis Workshop - Identify Strengths, Weaknesses, Opportunities, and Threats related to your digital strategy.
Guest Speaker
A FinTech Leader discussing the latest disruptive innovations impacting the industry.
Practical considerations
For integrating digital solutions with existing banking infrastructure.
SESSION 2
Demystifying Blockchain and its Potential
- Blockchain Fundamentals – Understanding the underlying technology, its benefits, and limitations in financial services
Interactive Quiz
Test your knowledge of core blockchain concepts.
Live Demonstration
Exploring real-world blockchain applications for payments, identity management, regulatory compliance, and other areas
- Coffee Break
- The Future of Blockchain in Financial Services – Examining potential use cases and exploring how it can transform your operations
Group Discussion
Identifying potential applications of blockchain technology for your organization.
Guest Speaker
A Blockchain expert discussing the regulatory landscape and future trends.
Last half-day
1:00 PM – 5:00 PM
Lunch: 12:00 a 1:00 PM
DAY 2
Harnessing AI and Technology for a Customer-Centric Future
Date
April 24th, 2025
SESSION 3
8:30 AM - 12:00 PM
SESSION 4
1:00 PM - 5:00 PM
First half-day
8:30 AM – 12:00 PM
Lunch: 12:00 a 1:00 PM
SESSION 3
Leveraging Artificial Intelligence (AI) for Growth
- The Power of AI in Finance – Understanding AI applications like machine learning, natural language processing, and data analytics
Interactive Activity
"AI in Action" - Explore how AI can be used for fraud detection, customer service personalization, and risk management.
Case Study Analysis
Investigating successful AI implementations across various financial institutions.
- Coffee Break
- Implementing AI Solutions – Evaluating different AI solutions, assessing their feasibility, and developing a strategic roadmap
Hands-on Session
Building a Use Case for AI - Identify a specific area within your organization where AI can be applied and develop a plan for implementation.
Group Discussion
Sharing best practices for ethical and responsible use of AI in financial services.
SESSION 4
Leveraging Emerging Technologies and Platforms for Omnichannel Marketing
- Understanding the Evolving Customer Journey – Analyzing customer behavior and expectations in the digital era
Exploring AI, machine learning, and their applications in marketing
Developing a cohesive omnichannel marketing strategy
Techniques for seamless integration across various platforms and touchpoints.
Measuring the effectiveness of your omnichannel marketing efforts.
- Coffee Break
- Hands-On Workshop and Case Studies
Interactive sessions with digital marketing tools and platforms.
Group activities and real-world case studies to apply learned concepts
Developing actionable digital marketing strategies for your organization.
Last half-day
1:00 PM – 5:00 PM
Lunch: 12:00 a 1:00 PM
DAY 3
Pioneering Innovation and Leadership in Digital Transformation
Date
April 25th, 2025
SESSION 5
8:30 AM - 12:00 PM
SESSION 6
1:00 PM - 3:30 PM
First half-day
8:30 AM – 12:00 PM
Lunch: 12:00 a 1:00 PM
SESSION 5
Leading the Digital Transformation Journey
- Developing a Digital Transformation Strategy – Aligning digital initiatives with your overall business goals and strategy
Interactive Discussion
Identifying key performance indicators (KPIs) to measure the success of your digital transformation journey.
Case Study Analysis
Examining successful digital transformation strategies within the financial services industry
- Coffee Break
- Leading Change and Building Capability – Developing leadership skills for navigating change management and building a future-proof workforce
Aligning digital initiatives with business objectives and customer needs
Group exercises on developing a digital transformation strategy for a hypothetical bank.
SESSION 6
Bringing It All Together: Celebrating Success and Building Connections
The final day is designed to celebrate participant achievements while fostering valuable industry connections.
This immersive session brings together participants, industry experts, session sponsors, and vendors for a unique networking and demo day event.
This interactive, in-person session will include live demonstrations, panel discussions, and informal networking opportunities in a dynamic and engaging environment. Breakfast and lunch will be provided.
We will present Certificates of Completion to participants who have successfully met the training criteria, recognizing their commitment to digital transformation leadership.
Interactive Networking
Engage with peers, industry leaders, and fintech innovators to exchange ideas and explore potential collaborations.
Industry Demonstrations
Sponsors and vendors will showcase cutting-edge solutions, tools, and strategies that can accelerate digital transformation in your organization.
Certificate Ceremony
Celebrate your accomplishments with a formal certification, symbolizing your enhanced readiness to lead in the digital age.
Keynote Insights
Gain actionable insights from a renowned industry leader, providing inspiration and forward-looking strategies to apply beyond the training.
Last half-day
1:00 PM – 5:00 PM
Lunch: 12:00 a 1:00 PM