Strategic Management for Banks

Fintech: Strategic Challenges and Opportunities for Banks

Face-to-face2 days

Course Overview

GBRW’s Fintech training programme is designed to raise awareness of management teams on Fintech trends, opportunities and threats, and to help them create a strategy for participating in Fintech developments through innovation, partnerships and investments. This comprehensive course covers all the latest developments in Fintech worldwide, numerous case studies of successful and unsuccessful Fintech companies, and best practices from the Fintech strategies of leading financial services companies from around the world. The programme is offered as a two-day event, but a compressed version can be provided for top management of the company if required.

Download Course Outline

  • Learn about . . .

    The latest trends in Fintech, and which aspects of banking they are impacting.

  • Understand . . .

    How your bank can convert Fintech threats into opportunities, and best practice in partnering with Fintech start-ups.

  • Look at . . .

    Case studies of successful and unsuccessful Fintech companies and Fintech initiatives.

Objectives: Participants in this course will come away with…

  • A sound understanding of global Fintech trends and issues
  • Practical knowledge of real Fintech innovation cases
  • Detailed insight into how to build a Fintech venture business case
  • Practical ideas for how to create a Fintech strategy for their organisation

Course Instructor

Michael Pearson

Course Instructor

Michael Pearson is an experienced executive and consultant with over 30 years of experience in financial services. He currently works as an independent consultant with a focus on strategy, innovation, digital and fintech topics in financial services.

He is the author of “Fintech Financing and Performance in the UK” which is a detailed analysis of nearly 100 start-up Fintech companies. The latest edition of the study has been published in partnership with KPMG and Google. His articles on Fintech have been regularly published in Financial World magazine, a publication of the London Institute of Banking and Finance.

Michael has prepared numerous studies for clients on strategy and innovation in financial services including for Efma (a global retail financial services association) and for Infosys. Recent research for clients has covered issues such as artificial intelligence, blockchain, open banking and digital transformation.

Earlier in his career, Michael worked for major UK banks TSB and Lloyds TSB in a variety of corporate strategy, corporate development and corporate venturing roles, and for LEK Consulting as a strategy consultant. Michael has an MA from Cambridge University and an MBA from Harvard Business School.

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Course Modules

  • 1. global fintech trends and developments

    • A brief history of Fintech
    • Global and regional investment in Fintech
    • Technology drivers of Fintech developments
    • Approaches of regulators to Fintech
    • Fintech trends - sector differences
    • Fintech trends - regional differences

  • 2. understanding fintech sub-sectors

    • Banking
    • Payments
    • Lending
    • Wealth management
    • Insurance
    • Regulation and Compliance

  • 3. assessing the local fintech environment

    • Start-ups
    • Competitor strategies
    • Regulators
    • Opportunities
    • Barriers to Fintech

  • 4. understanding fintech start-ups

    • Financing of start-ups
    • Valuation issues
    • Performance trends
    • How to scale up a Fintech start-up
    • Critical success factors for Fintech companies

  • 5. corporate fintech strategies

    • How established FS players are approaching Fintech
    • Incubators and accelerators
    • Investment in Fintech start-ups
    • Partnerships with Fintech start-ups
    • How to develop a corporate Fintech strategy

  • 6. developing a new fintech venture business case

    • Market research
    • Proposition development
    • Operational planning
    • Financial planning

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