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EBA delivers impactful learning experiences and advisory services incorporating insightful knowledge, case studies/best practices, and live testimonials from practitioners.
EBA helps financial institutions manage successful transformations, in partnership with leading professional industry experts and educational organizations.
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.
George is a retail banking and payments specialist, having led businesses in Asia Pacific with GE Capital and leading Australian banks. Together with group roles in the Middle East as MD Consumer Banking with NBAD, and GM Consumer with NBK.
Now principal of Beatty Advisory Group, and a senior advisor to Efma, George advises consumer businesses on product innovation, multi-channel delivery, CX and network design.
Possessing a management consulting background in channel strategy and improvement, George has substantial national product launch experience, including award winning retail financial services packages, mobile apps, and digital products.
George has championed significant cultural change projects to transform organisations, improve competitiveness and drive...
Paul is a performance psychologist and leadership coach focusing in the following areas:
- Developing more robust self-confidence
- Coping with pressure & stress
- Overcoming the fear of not being good enough
- Maintaining motivation and reducing procrastination
- Helping newly appointed leaders develop a clear leadership philosophy
Paul has worked with a range of performers, from RAF Typhoon pilots to Hedge Fund traders, university students and senior leaders in Banking and Private Equity
Görkem Çokçetin is the former head of Fintech Engagements and Partnerships in Emirates NBD. He conducted Fintech engagements for the banks from scouting to implementation to deliver solutions for business needs and create new products and services with Fintechs and other partners. He created his own methodology known as SEEED to effectively engage with Fintechs. He was a key member of the team which developed E20. The first digital business bank of UAE for SMEs and entrepreneurs
He has +20 years’ experience in banking and started his carrier as an RM in corporate/commercial banking in 1999 and worked for both branch, regio...
Emel Temuçin is an Ankara University graduate from the Political Science Faculty.
Starting her business career at Akbank in 2000, she carried on with Oyak Bank and Yapı Kredi. After her role in Yapı Kredi as the Self Service Banking & Cross Channel Coordination Director, she took a different route as a Director of Business Development and Foreign Markets at OBSS, an IT company.
Meanwhile, she supported her interests and studies on customer experience with neuroscience which she also completed a master program on neuromarketing in Hamburg Media School.
Together with the experiences she gained from the 16 years of her working life, she did studies on the effective usage of neuroscience on working life and established LeadNeuro, a neuromarketing agency. She d...
Carlo is among the pioneers of the digital banking and he is considered a visionary innovator and one of most recognized fintech thought leader in Europe.
He has worked in banking industry as Management Consultant and as Bank Manager for over 30 years and more recently he started a new path as entrepreneur by founding Supernovae Labs, a Business accelerator for Fintechs and Banks. He swims in innovation, surfing new technology & way of doing, weighting the soundness of business ideas and connecting them with the reality of internal legacies, cultural gaps and spaghetti systems. That puts him in the position to devise a clear vision about the upcoming disruption, and figure out how banks can successfully embrace, rather than counter it, leveraging a new breed of technology, f...
Raphaël Goué is sharing his time between Europe and Asia and has been handling cross-border projects between the two regions since the mid 90’s, focusing significantly on financial services with an expertise especially in consumer finance and international business development. His personal residence has been Beijing for 8 years. Raphaël also has more than 20 years of experience in consumer finance.
Since September 2009, Raphaël has been developing Euracific Strategies, an advisory company focusing mainly on financial services. Beyond China, Mongolia and Singapore, where Euracific is present, he has led projects in several ASEAN countries including Myanmar (where he started to be involved on a part-time basis since May 2012) as well as Cambodia, Malay...
Digital Financial Services Researcher, Customer Journey Expert, Strategy Consultant and UX Design
Meaghan is a customer journey, product and fintech expert. She holds seven years’ experience working with dozens of digital teams at global banks, fintech startups and company builders as an Associate Director at Informa, Co-Founder of 11:FS and Founder at Digital Magss.
Meaghan has launched research platforms, designed mobile customer experiences, conducted customer testing, facilitated bank and fintech partnerships and demystified emerging technologies for banks. With unique full-scale research and consulting background and unparalleled knowledge of digital banking experiences, she enjoys informing and inspiring digital teams to create truly digital custo...
Datuk Michael has built a distinguish track-record of over 32 years across the Southeast Asian region as a senior-level banker with extensive focus in strategic business transformation, risk management and corporate governance; organization and human capital development.
He is presently an Advisor to the Ministry of Economy and Finance, Cambodia; where he led the development of the Strategic Frameworks for the SME Bank of Cambodia, the SME Sector Rejuvenation Initiative, and the Credit Guarantee Corporation of Cambodia, respectively.
Amongst his prior professional appointments, he was previously the CEO of Canadia Bank PLC, Cambodia; where he led the transformation of this local bank into a regional financial services group. Prior to Canadia Bank, he was the Group ...
Tsukasa Makino is the Senior Research Officer at The Tokio Marine Research Institute, as well as the Manager at IT Planning Dept. and Government & External Relations Dept. of Tokio Marine & Nichido Fire Insurance Co., Ltd.
He is conducting long range and international research on various fields such as advanced IT, Cyber-security, and Singularity. His research activities include travelling around the world, presenting at conferences and seminars.
As a visiting lecturer at The University of Tokyo and visiting professor at University of Tsukuba, he is teaching “Addressing Social Issues with ICT”, “Career Development”, “and Engineer’s Ethics”.
Rudradeb Mitra started his career as an AI researcher in 2002 and worked with research labs (like IBM Research Lab, TZI), startups and banks (Winterthur, AXA) to build AI products. During that period he also published ten research papers on AI.
After graduating from the University of Cambridge, he entered the startup world and built six tech startups (one with multi-million dollars in profits) in 4 countries. One of his startups was an insurance tech Machine Learning startup in Belgium which was collecting driving data and analyzing driving behavior to make risk estimations.
In the last two years, besides working on building AI products, he is also busy with sharing his knowledge and experiences. He is a mentor of Google Launchpad, MIT Enterprise, and Founders Inst...
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Eric is Senior Advisor in Open Innovation and the fintech incubator Startup in Residence (SeR) Director at Desjardins, the largest federation of credit unions in North America. Previously, he was Vice-President and Partner at Flinks, a data company that empowers businesses to connect their users with financial services they want.
In addition, he is an active advisory board member for a few high-profile Canadian fintechs including Flare Systems, a Montreal-based cybersecurity startup that helps financial institutions track and avoid security threats. Eric also works as an advisor at Holt Fintech AI Accelerator and is a guest-sherpa expert at Fintech Cadence.
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Yvon Moysan is CEO at Saint Germain Consulting, a consulting firm in digital marketing with an expertise in the banking and insurance industries. He is also Lecturer in Digital Marketing at IESEG School of Management and member of IESEG Center for Marketing Analytics (ICMA). He started his career in 2000 as e Business Product Manager at BNP PARIBAS-BANQUE Directe, he then joined HSBC France in 2003 as Commercial Banking e Business Senior Manager, he joined AXA worldwide headquarter in 2009 to lead the Multi-Channel worldwide project. In 2011 he joined CSA Consulting to lead the Customer experience and Digital strategy business unit. In 2014 he joined IESEG School of Management and founded Saint Germain Consulting. He graduated from Harvard and ESSEC Business School.
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Meral is a product development and customer journey expert with a communications focus. She is currently a professor of marketing at Bogazici University in Turkey and a researcher at Université Paris – Sud. Her research focuses on online communities in financial services. As a senior advisor she is working on growth mind set and digital transformations. She has also written a variety of research papers on topics such as segmentation in the Turkish banking industry and consumers' behaviors related to digital channels. Prior to entering the academic world, she worked for 10+ years for a number of Turkish and international financial institutions. She has experience in developing and launching several retail banking products and services.
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Joep is the founder and lead-partner at Flow Design Works (flowdesignworks.com), a value-centered innovation agency.
He has held a variety of roles on the intersection of digital, marketing and customer experience for companies like PWC, American Express, Citibank, BNP Paribas in London, New York, Paris, Dublin and Brussels.
He has led projects for large clients such as Engie, Euroclear, AstraZeneca, KBC, ING, BNP Paribas and the European Commission, for mid-sized companies such as Bru, Scabal & Qualitel as well as startups such as Cartagenia, Revon,and Sleepscore labs.
He has facilitated innovation sprints and design projects in countries like China, Brazil, the United States, France, the United Kingdom, Germany, Belgium, Malta, Ireland
, Russia, the UAE, Japan, Sou...
Michael Ruckman President - Senteo International Michael is the founder and President of Senteo, and head of the offices in Russia and Nevada. During his career, he has worked both as a retail banker and as a consultant for retail banks around the world. He has worked in over 16 countries, and has delivered work from strategy through implementation in areas such as retail strategy, retail banking transformations, branch and alternative channel roll-outs, sales development and training, strategic alliances and ventures, and systems implementation. He is viewed as an expert in retail banking and has worked to launch several successful projects with brands such as Atlantico (Millennium BCP), Abbey National, Citibank, Banco Venezolano, ING, Vneshtogbank, Bank Menetep SPb and Alfa Bank. Mich...
Consultant, Entrepreneur and Writer: Innovation, Content Marketing, Digital Transformation
Professional experience
• Independent consultant for French and international clients: digital transformation, innovation, Fintech and eCommerce.
• Vice-President in charge of international content, catalogue management and indexing at price comparison sites Twenga − a start-up that shot up to global top 10 within 3 years.
• Senior Vice-President, Director of Research EMEA, Forrester Research − global leader in research and consulting in digital strategy.
• Director of Consulting, Director of Research, Gartner Group − global leader in research and consulting in technology for business.
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Faculty Member SEED Business School (HU), Suprvisory Board Member OTP Bank (UA), Senior Banker CapPlus Exchange (USA), CEO of Bay Devonshire Ltd (UK).
Sandy is the former CEO of Royal Bank of Scotland (AT) and Chairman of the Credit Bank of Moscow (RUS). He started his career at Procter & Gamble in Canada (7 years) then worked for the next 30+ years across 60+ countries on 4 continents.
In addition to Royal Bank of Scotland and Credit Bank of Moscow, he held various executive positions at Cadbury International, Royal Trust (Royal Bank) of Canada, CIBC, Citibank Global Consumer Bank (EMEA) and Raiffeisen International (CEE).
His functional responsibilities covered retail and SME segments, sales, marketing, product management, CRM, strategic planning, bu...
René is global insurance expert and delivers consultancy and training services on bancassurance and insurance topics. He is actively advising on distribution, partnership development, digitization & innovation, regulation, strategy and operational execution. He is a well known speaker and chairman at various physical and digital conferences around the world. René has 30 years experience in financial services and worked and lived in the Netherlands, USA, the Caribbean, India, Germany and Austria. Over the years 2010-2017, René developed and headed the International Competence Center Bancassurance ERGO in Europe and Asia. This team was also global expert team for Munich Re. Prior to this, René worked in various management roles within ING Group. Amongst them as Sales Director of ING Li...
At Efma - Country Manager for Poland and Physical Channels Council Director.
Banking expert, a manager with 20-years of experience in the financial sector, where she managed or took part in the projects of the strategy of development (retail banking, bank branches management), creating value for the customers and risk management. They all led to the business increase. These were the projects that led to building a leading position on the local market, the projects that created value on the market, a new way of sales management, high quality of service or implementing strategies for new markets.
She worked for the biggest banks in Poland and the world: Bank Pekao SA, Santander Bank Poland. Also for PZU, the Polish Bank Association and Polish Financial Supervision Au...
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.
