Better understand and drive financial services changes

Why this new service?

Thanks to the relevance of the expertise provided by Efma Senior Advisors to our members and following an increasing demand, Advisory Services are becoming an important part of Efma’s offering.

Why Efma?

It takes an organization with significant expertise and the right resources to properly parse the information in the financial services space, and produce a clearer path to success for all of its players. Being the global network of financial institutions, Efma understands the ever-changing challenges, from the need to develop leaders, addressing generational changes, to building teams and achieving operational performance.

Why the Efma senior advisors?

Experts in their respective fields, our Senior Advisors use quality insights and market research from world renowned consultancies/IT firms along with our community’s innovation portals to provide customized, hassle-free and on-premises services. The advisors are in capacity to assist our members across their business cycle, from getting to grips with the latest trends, fostering professional development, to getting strategic recommendations on how to improve their operating models.

Efma Academy Briefings (EAB)
    What are Efma Academy Briefings?
  • 10-20 top and middle management participants per briefing (capacity flexible)
  • 1 or 2-day training sessions at your premises incl. workshops
  • Presentation of in-depth specific topics by an Efma Senior Advisor, expert in the topic, with practical case studies
  • Highly customized and tailor-made event
  • Benefit: Foster professional development and get inspired by the trending topics that interest you! Be prepared for the impact of new digital customer expectations
  • BUDGET € 10-15K + expenses
    What expertise are you looking for?
  • Digital marketing
  • Open Banking PSD2 & API banking
  • How to collaborate with Fintechs
  • CX in a digital world
  • Digital transformation
  • Digital channels
  • Design thinking
  • AI & Bots
  • Blockchain
  • Big data, customer data (KYC), data monetization
  • Innovative payment
  • Physical Channels & ATM
  • Sales Management & Sales workforce
Executive Advisory Program (EAP)
    What are Executive Advisory Program?
  • 1-3 C-level executive per session
  • 2 meetings per year per Efma member at your premises
  • In-depth specific topic presentation by an Efma Senior Advisor, expert in this topic, with analysis of case studies
  • Aim: Engage your top leaders in digital and inspire them thanks to Efma's community and senior advisors
  • Benefit: Get strategic insights, save time, catch up with peers, and get all key learnings from Efma reports as well as an overview of what is up in the financial services industry
  • BUDGET € 15-20K + expenses
    What expertise are you looking for?
  • Open banking, Fintech & API: what are the new models for banking?
  • AI: how technology can reduce costs and bring extra value for the customers
  • Big data, customer data (KYC), data monetization: how to predict customer behavior and increase cross sell? What is the value of data and how best to monetize it?
  • Customer service & experience: how to differentiate and increase NPS?
  • Innovative payment: how to secure customer relationships and data thanks to wallets and innovative payment?
  • Distribution: how to increase sales efficiency by leveraging digital channels?

For more information about the Efma Advisory Services, please contact:

Eva Bozekova
Efma Advisory Services
Project Leader

Meet our Senior Advisers

George Beatty
Senior Advisor at Efma Product Strategy, Marketing & Innovation Specialist Retail Industry Leader, Principal of Beatty Advisory Group - AUSTRALIA
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John Berry
Senior Advisor at Efma Internationally Recognized Transformational Leader & Trainer Delivering Cultural & Customer Centric Change in Banks - UNITED KINGDOM
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Carlo Giugovaz
Senior Advisor at Efma Fintech Influencer, Business Angel, Entrepreneur in Innovation, Marketing & Sales, Founder & CEO of Supernovae Labs - ITALY
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Datuk Michael Lor Chee Leng
Senior Advisor at Efma Strategic Business Transformation Leader, Regional Financial Services & Digital Transformation Advocate - MALAYSIA
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Tsukasa Makino
Senior Advisor at Efma Senior Research Officer at Tokio Marine Research Institute Manager, IT Planning Dept. and Government & External Relations Dept. at Tokio Marine & Nichido Fire Insurance JAPAN
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Rudradeb Mitra
Focus on AI/ML adoption, Writer, Invited Speaker in 11 countries, 6 start-ups, 9 years as AI Researcher/Engineer
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Peter A. Soraparu
Senior Advisor at Efma Retired Senior Executive Vice President American Trust & Savings Bank - USA
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Emel Temuçin
Digitalization Consultant Customer Experience and Behavorial Science Strategist
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Sandy Vaci
Faculty Member at School for Executive Education and Development, former CEO of Royal Bank of Scotland Austria and Chairman of the Credit Bank of Moscow, Various former executive roles at Citibank, Raiffeisen, CIBC and Royal Bank of Canada
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