agenda
agenda
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