ISFB Future of Finance Certificate
Category
Support and Transversal Functions
Management and Human Resources
Private Banking & Asset Management
Retail & Corporate Banking
Management and Human Resources
Private Banking & Asset Management
Retail & Corporate Banking
Level
Maîtrise
Format
Presential
Duration
6 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Lino Finini
Manager
Oscar Marano
Type
ISFB Certificates
Description
Prices & Admission
Content
Testimonials
Context
Artificial intelligence, big data, neo-banking, blockchain, cloud: the development of new technologies and related industries has been growing exponentially in recent years. As is often the case with technological revolutions, the effects and consequences on both industry and day-to-day work remain difficult to pin down precisely. Nevertheless, trends are clearly emerging today, confirming the global and horizontal nature of the change to come. Whether in terms of customer relations, product and service selection and distribution, portfolio optimization or the strategic redefinition of the bank, digitalization will affect all business lines, creating new opportunities but also challenges and new categories of risk.
This training course will enable you to acquire knowledge and understanding of technologies and their applications, as well as analytical tools and food for thought that will enable you to position your professional activity.
This training course will enable you to acquire knowledge and understanding of technologies and their applications, as well as analytical tools and food for thought that will enable you to position your professional activity.
Key objectives
1. Identify and analyze the present and future impacts of new technologies on the banker's daily work and positioning
2. Position your business to use new technologies as a lever for personal and collective growth
3. Identify and manage technological, strategic, ethical and regulatory risks.
2. Position your business to use new technologies as a lever for personal and collective growth
3. Identify and manage technological, strategic, ethical and regulatory risks.
Target audience
- Anyone working in the banking and finance sector whose business is affected by digital transformation.
Stakeholders
ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.
Reviews
Oral examination
Practical information
ISFB Certificates of Specialization are recognized by all member institutions. They are an important professional asset on the job market in French-speaking Switzerland.
Price
- Public: CHF 6,600
- Member : CHF 4'950.-
- HG / OCAS / OCE : CHF 3'300.-
- FFPC : CHF 0.-
Admission requirements
FF1
Fintech ecosystem
Contents: The main trends in fintech
The main technologies
Analysis of 5 years of fintech history
Confirmed trends and false starts
Issues and current situation
Sources of information and technology watch
The main technologies
Analysis of 5 years of fintech history
Confirmed trends and false starts
Issues and current situation
Sources of information and technology watch
Duration: 4h00
Format: In-person
Possible contributors: FININI Lino
SAQ code(s) assigned: CWMA-ISFB-23-1149
FF2
Digital strategy and toolbox
Content: By generating a mini-project in a group, participants learn to use the following tools:
Design thinking (empathy map, big idea vignette, priority map)
Business model canvas (business model, disvtinctive selling proposition)
Minimum Viable Product
Pichdeck - project presentation
Design thinking (empathy map, big idea vignette, priority map)
Business model canvas (business model, disvtinctive selling proposition)
Minimum Viable Product
Pichdeck - project presentation
Duration: 4h00
Format: In-person
Possible speakers: RAMIREZ MORENO Ignacio
FF3
Digital communication
Contents: The challenges of modern customer relations
Target audience and persona
Digital communication tools
Selecting the right tool for your situation and objectives
Case studies
Target audience and persona
Digital communication tools
Selecting the right tool for your situation and objectives
Case studies
Duration: 4h00
Format: In-person
SAQ code(s) assigned: CWMA-ISFB-23-2150
FF4
Machine learning & artificial intelligence
Contents: Definition and scope of artificial intelligence (AI)
Examples of classical AI
Introduction to deep learning
Examples of uses and applications
Outlook for AI
Examples of classical AI
Introduction to deep learning
Examples of uses and applications
Outlook for AI
Duration: 4h00
Format: In-person
Possible contributors: LAZAREVIC Sasha
SAQ code(s) assigned: CWMA-ISFB-23-1151
FF5
Blockchain
Contents: Components of blockchain
Operation and features
Practical uses
Extensions of blockchain
Application examples: ICO's/cryptocurrencies
Data protection in blockchain
Development avenues and potential
Operation and features
Practical uses
Extensions of blockchain
Application examples: ICO's/cryptocurrencies
Data protection in blockchain
Development avenues and potential
Duration: 4h00
Format: In-person
SAQ code(s) assigned: CWMA-ISFB-23-1152
FF6
Cryptoactives
Contents: Blockchain or distributed network
Crypto-assets or digital assets: regulatory framework
Crypto-assets or digital assets: taxonomy and opportunity
Market pulse: what are institutional players doing?
Possible positioning for a bank: opportunities
Crypto-assets or digital assets: regulatory framework
Crypto-assets or digital assets: taxonomy and opportunity
Market pulse: what are institutional players doing?
Possible positioning for a bank: opportunities
Duration: 4h00
Format: In-person
SAQ code(s) assigned: CWMA-ISFB-23-1153
FF7
Cybersecurity
Content: Digitalization and the implications for IT risk management: Cloud, AI, Open Banking.
The fundamental principles of information security: integrity, confidentiality and availability.
FINMA regulations on technological risk management, cybersecurity, continuity management and customer data protection.
The principles of personal data protection.
Cyber-security considerations for Cloud Banking in Switzerland.
The fundamental principles of information security: integrity, confidentiality and availability.
FINMA regulations on technological risk management, cybersecurity, continuity management and customer data protection.
The principles of personal data protection.
Cyber-security considerations for Cloud Banking in Switzerland.
Duration: 4h00
Format: In-person
Possible speakers: FONTIGNIE Jacques
SAQ code(s) assigned: CWMA-ISFB-23-3154
FF8
Crowdinvesting
Contents: Alternative methods of financing
Origins and development of crowdfunding
Context worldwide and in Switzerland
Focus on Crowdlending
Origins and development of crowdfunding
Context worldwide and in Switzerland
Focus on Crowdlending
Duration: 4h00
Format: In-person
Possible speakers: CROISIER David
SAQ code(s) assigned: CWMA-ISFB-23-1155
FF9
Data & analytics
Contents: Data as a vector for strategic change ("game changer")
Data and the transformation of banking businesses
The stages of data-driven business transformation
Opportunities and challenges linked to artificial intelligence and big data, and examples of applications
Principles of governance and data quality management
Regulatory obligations and ethical issues raised by data management
Data and the transformation of banking businesses
The stages of data-driven business transformation
Opportunities and challenges linked to artificial intelligence and big data, and examples of applications
Principles of governance and data quality management
Regulatory obligations and ethical issues raised by data management
Duration: 4h00
Format: In-person
SAQ code(s) assigned: CWMA-ISFB-20-3063
FF10
Data management
Contents: Scope definition
Data acquisition and collection
Filtering, cleaning and calibration
KQI - Key quality indicators
Data acquisition and collection
Filtering, cleaning and calibration
KQI - Key quality indicators
Duration: 4h00
Format: In-person
Possible contributors: SINGH Stephan
SAQ code(s) assigned: CWMA-ISFB-23-1157
FF11
Innovation management
Content: Forms of innovation
Motivations for innovation
Tools for generating innovation
Tools for managing innovation
Collective innovation process
Characteristics of innovative companies
Motivations for innovation
Tools for generating innovation
Tools for managing innovation
Collective innovation process
Characteristics of innovative companies
Duration: 8h00
Format: In-person
Possible speakers: MOECKLI Alexis
EXAFF
Project presentation
Duration: 2h00
Format: In-person
ISFB Future of Finance Certificate: Lino Finini presents the challenges and objectives of the program
Lino Finini - Program Director (ISFB) and Advisor
"We believe it is essential to have employees with excellent skills, and these skills must be kept up to date because the banking industry is changing very rapidly."
Read the interview
Interview with Marion Fogli - Adapting, learning and evolving: the key to transforming finance
Marion Fogli - Deputy CEO (Banque Alpian)
"At Alpian, we firmly believe that education and accessibility are the keys to fairer finance. This type of training enables professionals not only to keep up with market developments, but also to actively contribute to a financial system that is more closely aligned with the real needs of clients."
Read the interview
Information
A question about this service? Our manager is at your disposal
Category
Support and Transversal Functions
Management and Human Resources
Private Banking & Asset Management
Retail & Corporate Banking
Management and Human Resources
Private Banking & Asset Management
Retail & Corporate Banking
Level
Maîtrise
Format
Presential
Duration
6 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Lino Finini
Manager
Oscar Marano
Type
ISFB Certificates
Information
A question about this service? Our manager is at your disposal
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