Course 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.
Upcoming start dates
Suitability - Who should attend?
Who should Attend
This course is designed for anyone who is interested in understanding the impact of the digital transformation on the organization.
Outcome / Qualification etc.
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
Training Course Content
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
Course delivery details
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- 120 Days access. Take your courses on your schedule.
Why choose IIL Europe
2,000,000+ people trained by IIL
50,000 annual online conference visitors
2,000+ companies have chosen to partner with IIL as their Learning Partner
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IIL Global
At IIL, our fundamental values of Intelligence, Integrity, and Innovation guide our actions and achievements with each customer, partner, and colleague. Our deepest purpose is to foster the growth and success of individuals, teams, and organizations through enduring relationships and...