DRIVING CHANGE IN FINANCIAL SERVICES

ADVISORYSERVICES

efma.com/eas

EFMA ACADEMY1HOW CAN WE HELP DRIVE YOUR TEAM?

• 10 to 20 top and middle management participants per briefing (flexible capacity)

• 1 or 2 day interactive training sessions organized at your premises including workshops

• Presentation of in-depth specific topics by an Efma Senior Advisor (expert in the chosen topic) with practical case studies

• Knowledge transfer

• Highly customized and tailor-made event

BENEFITS

Foster professional development and get inspired by trending topics that interest you!

Be prepared for the impact of new digital customer expectations.

BUDGET €15-25K + expenses for Efma members €20-35K + expenses for non members

2 EXECUTIVE BRIEFINGS

HOW CAN WE HELP DRIVE YOUR TEAM?

• 1 to 3 C-level executives per session (format similar to a one-to-one meeting)

• 2 to 3 meetings per Efma member, organized at your premises (length of each meeting customized from 2 hours to half-day sessions)

• Presentation of an in-depth specific topic by an Efma Senior Advisor (expert in the chosen topic) with analysis of case studies

AIM

Inspire your top leaders with insights from Efma’s community and Senior Advisors.

BENEFITS

Receive strategic insights, save time, catch up with peers, and explore key learnings from Efma reports as part of a comprehensive an overview of recent trends in the financial services industry.

BUDGET

SENIOR ADVISORSMeet Efma’s Senior Advisors and explore their global expertisewww.efma.com/eas

SENIOR ADVISORSMeet Efma’s Senior Advisors and explore their global expertisewww.efma.com/eas

Customized event Customized event

€15-25K + expenses for Efma members €20-35K + expenses for non members

PRIVATE LEARNING EXPEDITION3

• Group of up to 20 participants from your institution

• Visit to a destination and/or institutions of your choice (e.g. AI in Japan, Fintechs in Israel, Innovations in UK)

• Meeting of senior executives for high-level discussion and debate

• One-to-one knowledge transfer

HOW CAN WE HELP DRIVE YOUR TEAM?

AIM

AIM

Discover the most innovative local markets worldwide. Drawing on the hosting institution’s resources, explore cutting-edge tech and the latest trends in the industry.

Get immersed in local culture with tour guides, gastronomy and meetings.

Enhance your event agenda with expert speakers and inspirational stories from across the financial industry.

BENEFITS

BENEFITS

Hands-on experience from a leading institution. Incentive for your most valuable employees.

Gain exposure to the latest industry insights from major players in the financial world. Add diverse perspectives to your internally-organized events to foster innovation and embrace disruption.

SENIOR ADVISORS

SENIOR ADVISORS

BUDGET

BUDGETMeet Efma’s Senior Advisors and explore their global expertisewww.efma.com/eas

Meet Efma’s Senior Advisors and explore their global expertisewww.efma.com/eas

Flexible, based on needs

Customized event Customized event

4 IN-HOUSE CONFERENCE

HOW CAN WE HELP DRIVE YOUR TEAM?

• Efma recruits external speakers via our extensive global network for conferences organized by member institutions internally

• Various options of external speakers from both financial institutions and outside-industry providers

• First-hand accounts from Efma members on their most successful innovations

€15-45K + expenses for Efma members €20-60K + expenses for non members

6 RESOURCES USED BY ADVISORS

Using a wide range of quality insights and market research from world renowned consultancies & IT firms, along with our community’s innovation portals, Efma’s experts bring with them an extensive knowledge of industry best practices and case studies in their chosen domain.

Efma proprietary research and Efma co-branded market reports and whitepapers

Efma innovation portals with over 3,310 banking and 1,160 insurance case studies

Hundreds of speaker presentations from Efma conferences, councils and local events

SENIOR ADVISORS’ EXPERTISE5

SALES MANAGEMENT &

SALES WORKFORCE

INNOVATIVE PAYMENTS

DIGITAL TRANSFORMATION

CONSUMERFINANCE

CX IN A DIGITAL WORLD

NEUROSCIENCE

BIG DATA, KYC, DATA MONETIZATION

OPEN BANKINGPSD2 & API

COLLABORATION WITH FINTECHS &

INSURTECHS

DIGITAL CHANNELS AND MARKETING : AGILE

MARKETING IN A FAST-CHANGING CONTEXT

PHYSICAL CHANNELS & ATM

AI, BOTS& MACHINE LEARNING

BLOCKCHAIN

INSURANCE &BANCASSURANCE

SME BANKING

SME

among others...

Innovative Payments George Beatty

Customer Experience John Berry

Risk Management, Digital TransformationLincoln Teo

Fintech collaboration & innovationCarlo Giugovaz

Consumer FinanceRaphaël Goué

SME BankingLukas Dzuroska

Corporate & Business bankingStephan Yang

Private bankingSilvia Cunill

Artificial Intelligence & Machine LearningRudradeb Mitra

Fintech Engagements & InnovationGorkem Cokcetin

Sales ManagementSandy Váci

Customer JourneyMeaghan Johnson

Business transformationMichael Lor

BlockchainTherese Torris

Open BankingYvon Moysan

Fintech & Open BankingEric Morin

CRM & MarketingMark Holtom

Behavioral & Cognitive ScienceEmel Temuçin

Digital Marketing & Social MediaAhu Ozcan Karageyim

AI & Robotics, InsuranceTsukasa Makino

InsuranceRené van der Poel

AI, Innovation, Open Banking & Fintech

Efma Senior Advisors are experts in:

CX, Marketing, Distribution, Sales, Big Data

Segments (Private & SME)

Blockchain, Payment & Risk

Insurance

Consumer Financeefma.com/eas

Efma’s purpose is to support our members and create a strong community based on expertise and skills. In order to do so, we have put together a growing team of Senior Advisors, covering a large variety of fields with their expertise.

EFMA SENIOR ADVISORS7

AGENDA EXAMPLES8

Morning session:

Introductions and purpose of event:• Key messages and issues of focus• Briefing on method of approach• Future business requirements

The changing world of retail banking - Major trendsimpacting future performance requirements:• Customer Experience• Distribution• Marketing• Transformation

Group discussions on current view on internal“barriers” to achieving greater successOpen forum, Questions & Feedback on issues raised

Morning session:

Group presentations from work undertaken the afternoon of Day 1Review & discussion on findings

Customer Experience Challenge:• Why focus on experience delivery• Learning from the industry leaders• Key areas of focus to deliver increased

business performance• People – leadership behaviours/measurement

and reward/empowerment

Questions & discussion

Afternoon session:

Impact of digitization on the future of retail banking(including questions) :• What does digitization mean from both customers

and banks perspective• Removing barriers to deliver success• Impact of non-banks on consumer attitudes

& behaviours• Innovation driving pace of change

Group work on areas of change :• A look at the account opening process,

as it is now• Groups to present the current bank process for a

product of their choice – Presentation of findings

Afternoon session:

Preferred future approach – what is required formarket leading success

Groups to discuss and then present top 5 suggestionsEvent summary and way forward Future focus – areas of priority for future profitability

PRO

GRA

M D

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1PR

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Y 2

Delivering excellence in performance through customer centricity in a digitally transforming worldby John Berry

Morning session:

Why ML (for C-level executives):• What is ML and how can it be used• Unlearning and relearning ML• Some specific case studies of ML (from banking

and other industries)• What is the return of investment for ML• How ML can help build trust with customers• Cost of not doing

Morning session:

How to make users adopt ML products (for ProductOwners, Managers, Developers):• What are the challenges• Tips for successful adoption• Case studies from banking and other

industries (successful user adoption)• Workshop with hands-on experience

in product building

Afternoon session:

How can ML be used to predict behaviors and build personalized experiences (Senior-levelexecutives and Product Managers)• How can ML be used to predict behaviors• Case studies from banking and other industries• How ML can help build a rockstar customer

experience bank• How ML can be used to acquire new

customers, make a better risk assessment, acquire new customers, improve engagement and reduce cost

• How to build such a system in 6-12 months

Afternoon session:

How to build your ML team (for Product Owners,Managers, and HR)• How to acquire and retain top talent• What features and attributes to look for• How to work with a distributed and

decentralized team• Workshop with hands-on experience

in team building

PRO

GRA

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1PR

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RAM

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Y 2

Artificial intelligence (AI)& Machine learningby Rudradeb Mitra

THEY ALREADY TRUST EAS9

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.

Members can collaborate to learn best practices in the most innovative financial ecosystems

What do members say about EAS? Dorine Van AmeromHead of Advisory Servicesdorine@efma.com

Alexandra KolevAdvisory Services Representativealexandra@efma.com

10 CONTACT US

efma.com/eas

Efma Advisory Services are the best tool to foster professional development and inspire your top leaders with insights from Efma’s community and Senior Advisors.

Efma members can benefit from a 33% discount. Are you a member and want to take advantage of these services? Our team is here to help. Get in touch now!

A global non-profit organization, established in 1971 by banks and insurance companies, Efma facilitates networking between decision-makers. It provides quality insights to help banks and insurance companies make the right decisions to foster innovation and drive their transformation. Over 3,300 brands in 130 countries are Efma members.Headquarters in Paris. Offices in London, Brussels, Andorra, Stockholm, Bratislava, Dubai, Milan, Montreal, Istanbul, Beijing, Tokyo and Singapore.Learn more efma.com

Efma sarl l 10 bd Haussmann l FR-75009 Paris l Tel: +33 1 47 42 52 72 l Fax: +33 1 47 42 56 76 l www.efma.com

Sarl au capital de €15,000 l NIF/TVA: FR 38 313 062 788 l N° SIREN: 313 062 788 l RCS PARIS B 313 062 788 l Code APE: 5819Z