What we offer
Masterclass Academy
- Reskill/upskill people, develop new competences
- Discover competitive and innovative solutions in specific fields
- Learn about customer experience management, innovation, AI, CRM
- Many others
- Learn from renowned practitioners
Advisory
- Envision the future
- Formulate a strategic review
- Support in creating solutions
- Inspiration and good practices in all retail financial services areas
Leadership & coaching Academy
- Leadership and corporate culture development
- Leadership in the digital age
- Creating high-performance, low stress teams
- Coaching style for management teams
In-house conferences
- Unique exclusive event for your institution only
- Inspiration in all retail financial services area
- A conference either online or in your premises
- Program and format following your requirements
Our expertise
The participants will learn AI through collaboratively working on building a solution to improve customer
engagement: refining the problem statement, collecting the data, wrangling data,
building models and delivering results.
Educating managers in the skills required to adopt a coaching style with peers and direct reports.
This will enable managers to become more sophisticated in how they develop human performance.
Understanding of business transformation and change management related to the evolution
of business models required to be significantly more customer-centric and relationship-centric and
a progression from good customer experiences to good customer relationships.
Cultural change forms a key focus of this required change.
How to have impact, drive growth, and maintain customer-centricity in these challenging times and
through remote collaboration.
The course aims to support the people responsible for the branch management in the
process of the branch transformation – from understanding the changes at the banking
landscape to creating the best solution and idea of the branch, in all the areas: process,
people, customer experience, technology.
Understand how the innovation process moves from functionality and channel design to a
process focused on creating value for customers. This course is crafted around a different
approach to innovation and business design based on guiding desired outcomes for customers
Future success will be determined by leaders and the environment they create.
These courses seek to transform leadership quality by developing relationally intelligent
leaders who are driven to create high-performing, low-stress teams; teams that are
characterized by positive working relationships, where people feel valued,
a sense of belonging, and where cooperation and collaboration are normalized behaviors.
A major area of focus reported by many member banks - how to change the mindset to digital,
how to educate their customers, reskilling and upskilling of existing staff,
how to help them to adapt to a new way of working alongside the requirement for
learning new skills.
With the right digital sales practices, companies can create significant long-term value;
discuss and learn how to design and deliver end-to-end digital sales solutions that create
value across the full customer decision journey.
Understanding how to design and manage change/transformation programs in organizations of different sizes.
A course that is informed by latest evidence into the psychology of high performing teams.
Participants will gain a comprehensive knowledge of stress and resilience, and how elite
performers in sport and military conceptualize, and strive for, performance excellence.
Why agile? Agile organizations have a flexible structure that can be adjusted
to best respond to business challenges.
The financial sector is undergoing a digital transformation.
It needs innovative partners to create competitive solutions and get success.
Open banking is the shift from closed to open banking models.
Bank products, services, functions and data are shared with 3rd parties to
add additional value and create new business models.
Faced with a constantly changing competitive environment,
banks are on the lookout for new growth drivers and new levers to better satisfy
the needs of their customers.
By 2025, risk functions in banks will likely need to be fundamentally different
than they are today. As hard as it may be to believe,
the next ten years in risk management may be subject to more transformation
then the last decade.
The biggest challenges for SMEs are business finance management and forecasting cash flow.
Banks are perfectly placed to help them. But first, they have to change
their way of building an offer and the relationship with them.
How insurers respond not just to the pandemic’s impact but to longer-term shifts in technology,
the economy, and consumer preferences will be critical. Indeed,
generating continuous innovation in insurance policies, sales strategies,
operations, and customer experience could turn out to be the best differentiator in the future.
Masterclasses
Efma International Master Classes support not only the entire institution but also individuals who want to succeed at the highest levels of the organization.
Value of Efma International Master Classes:- Exclusive programs for the employees of financial institutions from the whole world
- Knowledge and best practices from the most successful financial institutions and experts
- Ability to link and share knowledge and experiences of people from different financial institutions from the whole world
- Practical solutions ready to be implemented in everyday business
- Programs are run by international experts with top backgrounds from financial institutions
- Live programs, collaborative online learning sessions
- International Efma certificate
Upcoming
Understanding Experiential Innovation
28 June 2021
Physical distribution in a digital world
29 June 2021
Leadership Development Program
15 July 2021
Our experts and partners
George Beatty
Innovative payments
Paul Berry
Performance excellence
Emel Çuhacı
Behavorial & Cognitive Science
Carlo Giugovaz
Fintech Collaboriation & Innovation
Raphaël Goué
Consumer Finance
Meaghan Johnson
Customer Journey
Michael Lor
Business Transformation
Tsukasa Makino
AI and Robotics, Innovation in Insurance
Rudradeb Mitra
AI and Machine Learning
Yvon Moysan
Open Banking, Digital Marketing, Digital Banking, Big Data
Meral Ahu Ozcan Karageyim
Digital Marketing & Social Media
Joep Paemen
CX Innovation, Design Thinking
Michael Ruckman
Digital Transformation, Customer Experience
Therese Torris
Blockchain
Sandy Vaci
Sales Management
René van der Poel
Bancassurance and Insurance
Urszula Wysocka
Bank branches transformationWhat people say about the initiative
It was very great experience to organize our “InnovationDay19” event in collaboration with Efma. Efma helped us to tailor this event by facilitating on-site professional speakers and bankers which have the same positioning in other regional markets. At the end, we had a rich session thanks to Efma involvement with much positive feedbacks from the audience.
We asked Efma to help us understand the value proposition of other banks in the SME field. The result was a perfectly organized trip that enabled us to learn first-hand about our topics of interest. The trip was very insightful and we thank the Efma team for that.
They have trusted us
Financial institutions can collaborate to learn best practices from the most innovative ecosystems.
