agenda

agenda

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Digital Transformation in Banking & Capital Markets | Agenda

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Live virtual course | Agenda timing is in GMT

Respective time in HKT/SGT:
Start: 4:30pm
Break: 6:30pm
Finish: 7:45pm
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08:30 – 09:30

Digital transformation (DX) in the era of Covid-19

10:00 - 11:00

  • Introduction to DX
  • Disruption - Digital innovation model vs traditional business model 
  • Drivers of Digitization - Myths & Reality
  • Legacy, Historical Context, and the 2020 Tipping Point

09:30 – 10:30

Customer Insight - Centrality of the Client & User in DX

10:00 - 11:00

  • DX Trends  & Client Focus within Financial Services
  • User Experience (UX), Design Thinking, Customer Journeys
  • Practicalities - Portals, Workflows and Services
  • Case Studies: Onboarding Systems and Trading Platforms

10:30 – 10:45

Break

10:00 - 11:00

10:45 – 11:45

Full Case Study: The digitalization of Know Your Customer (KYC) compliance

10:00 - 11:00

  • The development of KYC compliance under digital transformation 
  • The key components of digital KYC implementation
  • Data and Automation-driven approach
  • Current practices, challenges and solutions 

08:30 – 09:30

Business Model & DX - Data Management and Operational Process

10:00 - 11:00

  • Business Models and the building blocks of DX
  • Data Management - Define, Capture, Store, Access, Use
  • Artificial Intelligence, Machine Learning and Cloud
  • Operational Process - Mapping, Controlling, Optimizing
  • Themes - Atomisation, Normalisation, Data Privacy, Cyber Security Risks
  • Altered Business Models & New Operational Risks

09:30 – 10:30

Change & DX - Concepts and Methodologies

10:00 - 11:00

  • DX Change Management Concepts
  • DX for Business Analysts & Project Managers
  • Iteration - Continuous Development and Testing
  • DX and Support
  • Alternative Approaches and Implementation Risks

10:30 – 10:45

Break

10:00 - 11:00

10:45 – 11:45

Capital Market Reg-Driven DX Case Studies

10:00 - 11:00

  • Uncleared Margin Rules - drivers and benefits of DX
  • IBOR Reform and Treasury - drivers and benefits of DX
  • Frameworks and Applicability of DX
  • Utilities, Services and 3rd Party Risks

08:30 – 09:30

Fintech & DX - financial services, banking and capital markets

10:00 - 11:00

  • Shifting to the remote working model 
  • Fintech players and products
  • Retail Banking and Payments
  • Digitalization of Contracts and Assets (including DLT & Crypto)
  • Disintermedation and New Non-Bank Players

09:30 – 09:45

Break

10:00 - 11:00

09:45 – 10:45

Future of Digital Transformation in Financial Services

10:00 - 11:00

  • Changing Market Structure - Regulation and Technology Drivers of DX
  • DX highlights by Industry (within Financial Services)
  • DX highlights by Function (front, middle and back office under transformation)
  • The Digital Ecosystem and a new Digital Toolkit
  • The Future of the Industry and changing types of Risk