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


  • 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

Masterclasses and Essentials

The Efma International Essentials Courses & Masterclasses are designed for individuals who want to progress their careers and succeed at the highest levels of their organization.

We have selected topics that are at the heart of business transformation and our goal is to increase your expertise in these areas to give you the edge. Due to our unique neutrality, we are then able to freely handpick the best in class experts from around the world to ensure you learn from the most experienced leaders.

The Efma International Essentials Courses & Masterclasses will provide you with :

  • An exclusive program on the key topics from with the industry
  • Learning directly from selected international leader experts from financial and learning institutions
  • Live programs, collaborative online learning sessions meaning the chance to exchange in real time and undertake Q&A
  • The opportunity to learn and share knowledge between financial institutions from around the world
  • Knowledge and best practices from the most successful financial institutions and experts
  • Practical solutions ready to be implemented in everyday business
  • International Efma certificate to be added to your CV and digital profiles

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


Sandy Vaci

Sales Management

René van der Poel

Bancassurance and Insurance

Urszula Wysocka

Bank branches transformation

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What 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.

Meet the team

Rastislav Križan

Philippe van Fraechem

Urszula Wysocka