Leading Digital Transformation in Financial Services

Digital transformation is reshaping financial services, disrupting business models, customer expectations, and regulatory demands. This intensive three-day program equips finance professionals with the insights, tools, and strategies to not just adapt but to lead.

Participants will explore cutting-edge technologies, risk and compliance imperatives, and practical frameworks for building transformation roadmaps, empowering them to drive innovation, strengthen trust, and secure long-term advantage in a rapidly evolving financial landscape.

  • Foundations of digital transformation industry drivers, digital maturity models, and customer journey mapping.
  • Technology deep dives AI, blockchain, cloud, APIs, data analytics, and cybersecurity with practical exercises and case studies.
  • Sector applications digital transformation use cases across corporate financial services (trade finance, treasury, risk management, insurance) and personal financial services (retail banking, payments, lending, wealth management, neobanks).
  • Risk, compliance, and trust regulatory frameworks including PSD2, GDPR, AML/KYC, Basel III, plus cybersecurity playbooks and incident response scenarios.
  • Strategy and execution building transformation roadmaps, aligning with ESG, and applying tools, templates, and capstone workshops for real-world implementation

Why You Cannot Miss This Event?

  • Financial Services is one area where digital transformation is advancing most rapidly.
  • Non-traditional competitors are exploiting opportunities in the digital space.
  • Potential positive or negative impacts on customer experience.
  • Opportunity to accelerate product and service development and deployment. Opportunity to take a leading position in a complex and evolving industry.
  • Falling behind competitors: Traditional firms risk losing market share to agile fintechs and digital-first players if they fail to innovate.
  • Rising risks in trust and compliance: Outdated systems increase vulnerability to regulatory penalties, cyber threats, and eroding customer confidence.

Learning Outcome

By the end of this program, participants will be able to:

  • Identify the key drivers of digital transformation in financial services and evaluate their organization’s digital maturity.
  • Apply emerging technologies such as AI, blockchain, cloud, APIs, data analytics, and cybersecurity to corporate and retail financial services.
  • Develop sector-specific strategies by addressing digital opportunities and challenges in trade finance, treasury, retail banking, payments, wealth management, and insurance.
  • Navigate regulatory, compliance, and risk considerations (PSD2, GDPR, AML/KYC, Basel III) while strengthening trust and resilience.
  • Design and present actionable digital transformation roadmaps using case studies, templates, checklists, and capstone exercises to ensure real-world implementation.

Who Should Attend

This program is designed for senior leaders, decision-makers, and professionals who play a critical role in finance decision making including:

  • Chief Financial Officers
  • Financial Controller
  • Director Finance
  • Financial services professionals (banking, insurance, investment, fintech)
  • Technology leaders in finance
  • Regulators and policymakers
  • Consultants and business transformation leaders