An Intensive 5-day Training Course

Digital Transformation in Financial Services

Driving Growth and Excellence in Financial Services through Cutting-Edge Digital Transformation Strategies

NASBA

Course Introduction

This Oxford Management Centre training course focuses on the emerging digital disruption by sophisticated data analytics applied to all sectors of the financial services industry, including: commercial banking, investment banking, stock markets, bond markets, money markets, currency markets, portfolio management, insurance, and financial intermediation. Global FinTech is at the forefront of significant transformations for senior managers to imagine, create, and implement intuitive real-time decision tools. Finance executives are in a unique position to lead this change, harnessing emerging FinTech products and platforms to create innovative operational solutions-Apps that drive sustainable growth. To successfully navigate this shifting landscape, you will need a strategic approach that transcends traditional IT functions and aligns with the broader organizational objective and goals. This executive training course is designed specifically to equip senior leaders across the global financial services sector with the requisite skills and mindset to design proprietary data analytics initiatives within their organizations and implement strategic KPIs using state-of-the-art FinTech models and software.

This Digital Transformation in Financial Services training course will highlight:

  • Recognize disruptive trends from various digital technologies and develop a plan to leverage them to transform an organization through innovation and long-term sustainable growth.
  • Determine the strategy, organization, and leadership perspectives required for sustaining digital transformation through high-end data analytics.
  • Build sustainable growth models via digital innovation. 
  • Understand how digital transformation can drive long-term value in financial services, balancing cost, quality, and real-time access.
  • Develop and gain a strong working knowledge of these transformative digital technologies: A.I. + Machine Learning including [ChatGPT, Google Copilot, and other new entrants], Industry Cloud Platforms + Service Provider Networks, SaaS and NaaS, Blockchain + Distributed Ledger Technology, Quantum Computing, Edge Computing, VR-AR-IoT, WiFi6, Super-Apps, BCI [Brain Computer Interface], and emerging API deployment. 
  • Assess the role of leadership in moving the organization from disruption to transformation.
  • Evaluate the organization’s readiness and the preparedness required to transform and sustain long-term growth and gain a competitive advantage. 
  • Determine strategies that enhance the vigilance and agility of the organization. 
  • Build a perspective on the future with insights from case studies of digital finance leaders.
  • Leverage new technologies, innovation, customer insights to disrupt old business models.

Objectives

At the end of this Digital Transformation in Financial Services training course, you will be able to: 

  • Customize tangible data-analytics models-metrics-Apps that can be implemented right away.
  • Process-flow a comprehensive strategy to address current and projected external environments.
  • Design specific expectations for innovation and digital transformation within your organization.
  • Audit, assess, and map the best techniques, functional capabilities, and models-methods for use throughout your financial services network of facilities and professional personnel.
  • Link this digital transformation directly to the revenues, costs, and margins of your organization’s broader Business Model. 
  • Directly apply FinTech tools and perspectives for leading-driving organizational change.
  • Recognize the ways Big Data are tasked, curated, and packaged as actionable-intel for high level decision making by the full range of financial services leaders and professionals.
  • The training course primary objective is tangible great take-aways financial professionals can use right away - the very next day when back to your workplace. The process-flow of the training course moves from a comprehensive overview of the current and projected external environment, to the specific expectations for innovation and digital transformation initiatives. With those two bases in place:
  • The training course then moves to seeing the best techniques, functional capabilities, and models-methods in place in real financial services organizations, sectors, markets. Then: 
  • These are linked directly to the revenues, costs, and margins of the organization’s broader Business Model and developing new tangible ROI.  Next: 
  • Learn directly with the tools and perspective for leading-driving organizational change. Finally:
  • Attendees will interact with the training course director and fellow-professionals to define the very best take-aways with a plan and timeline to DO these in their own financial services settings.

Training Methodology

This Digital Transformation in Financial Services training course will use a highly interactive case-application method to develop dozens of connections between key financial services industry assessment metrics, “best practices” analytics models, and using actual AI-based software to analyze case-data and discuss decision applications for senior managers. The main approach is to use inductive reasoning for introducing new terms-concepts-models-methods, followed with active-engagement case discussion aimed at practical application. Small-group team case projects will apply all training course content and concepts directly to the attendees’ firms, organizations, industries.  The main focus is about being proactive in developing a strong understanding of digital transformation for strategic, value-added ROI across a wide range of settings and professionals.

Organisational Impact

Attendees will have immediate return-on-investment [ROI] to their own financial firms/organizations by bringing models, concepts, terminology, perspectives, and specific FinTech context process-solutions directly to their workplace, colleagues, staff, and senior management teams.  The ROI is that attendees will be ready to demonstrate these tangible skills and competencies:

  • A strong understanding and direct applications of data analytics methods and models. 
  • Tailored Learning Journey: Choose from tracks to customize your learning experience, ensuring it aligns with your personal and professional aspirations in financial services leadership.
  • Insights from Global Finance Experts: Gain valuable knowledge from global industry leaders who are at the forefront of innovative FinTech practices. Their insights will provide you with a fresh perspective on the digital transformation in the financial services sector.
  • Global Networking Opportunities: Connect with a diverse group of other accomplished managers. This network will offer new approaches to leadership and a broader understanding of global FinTech challenges and solutions.

Personal Impact

Attendees will further their own professional development by:

  • Understanding key nuances, differences, and similarities across a wide range of senior managerial decision-making areas focused specifically on financial services industries and the latest FinTech. 
  • Gaining a new managerial mindset about how best to approach and problem-solve using high-end FinTech data analytics, models, and systems.  
  • Enhancing their direct competencies with cutting-edge real-world AI-driven software training courses. 
  • Objectively assess the full range of financial services data, KPIs, and systems-integration.
  • Learning forward-thinking processes to identifying and designing digital transformation solutions.

Who Should Attend?

This Digital Transformation in Financial Services training course is suitable to a wide range of healthcare related professionals but will greatly benefit:

  • Professional Managers in banking, insurance, portfolio management, and financial intermediation who want to implement FinTech processes-solutions for their varied clientele.
  • CFOs looking to improve data analytics insights using cutting-edge FinTech to dramatically improve gross profit margins, operating profits, and overall ROI on assets deployed. 
  • CEOs looking to improve insights and decision-making on a wide range of business opportunities and projects throughout the financial services industry.
  • CROs [Chief Revenue Officers] looking to identify new sources of funds coming directly from improved FinTech enabled product-service and marketing expansion opportunities. 
  • Board Members looking to enhance strategic insights for competitive positioning in various global financial services marketplaces. 
  • Business Development Directors looking to proactively open up new market opportunities to expand client bases and product-service reach using FinTech application-solutions.
  • This training course is designed for a broad range of financial services professionals, tasked with overseeing digital infrastructure and strategic preparedness, or spearheading innovation and growth across different areas of the business. Participants will find immense value in this comprehensive curriculum and gain a nuanced understanding of strategy, organization, and leadership in the context of the newest Fintech. Equipped with this knowledge, you'll be prepared to stay ahead in an external landscape that's constantly being reshaped by digital advancements.

Course Outline

Day One

Day 1 : The Future of Financial Services: Strategic Perspective, Trends, Challenges and Opportunities

  • Major Changes in All Facets of the global financial services Industries
  • Mapping the New Competitive Landscape for Global Finance.
  • Decentralization and Specialization Across Financial Services Sectors
  • Pros and Cons of Virtual Reality/Augmented Reality/IoT simulations in global finance.
  • Cyber Risks and Supply-Chain Risks Management
  • Government Finance vs. Private Markets Finance.
  • New Entrants to Global Finance Markets
  • Introduction-Overview to the evolution of contemporary FinTech in global financial services
  • Introduction to ChatGPT, Google Copilot, IBM’s Webster: How A.I. progressed from an Evaluative tool to a Predictive function and then a Generative capability
Day Two

Day 2 : Innovation, Digital Transformation, Digital Techniques, Capabilities, and Methods

  • Organizational Structures to Support Systemic Data Analytics Innovation
  • 6 Primary Venues for Digital Transformation in Financial Services markets 
  • Strategic Digital Techniques: Bottom Up and Top Down Approaches
  • Financial Services Functional Capabilities Assessment and Innovation
  • Quantum Computing and Edge Computing Convergence in FinTech
  • Artificial Intelligence and Machine Learning in FinTech Innovation
  • VR-AR-IoT-Beacons and Interactive Applications for Financial Services markets
  • How BCI [Brain Controlled Interface] revolutionizes financial services client interaction.
  • Regression Simulations and Blockchain in Financial Services
Day Three

Day 3 : Business Models for Innovation and Digital Transformation, Dynamic Capabilities and Driving Organizational Change

  • Developing Sound Business Models Across All Financial Services Industry-Market Sectors 
  • Systematizing Creativity and Innovation for Process-Flow
  • Identifying “Things to Avoid” and “Things to Pursue” in Financial Services/FinTech Apps
  • The “Brave New World” of Nimble FinTech Functional Capabilities 
  • Re-Imagining the Financial Services Organization as Originating Innovation and Change
  • Vision and Creativity in Financial Services Process-Flow 
  • The 5-Year Strategic Technology Roadmap for Global FinTech Preparedness 
  • Big Data Driving VR AR IoT Financial Services Performance Analysis
  • ICPs, SPNs, and APIs that deliver faster Data Analytics results to your firm/organization
Day Four

Day 4 : Everything You’ll Want About Your Big-Data, AI in FinTech: A Leadership Guide

  • AI and Machine Learning in Enhanced Finance-Client Experience
  • VR and AR in Enhanced Finance-Client Experience in the Competitive Environment
  • Data Segmentation Strategies to Streamline FinTech Efficiencies 
  • AI Scenario-Analysis and Permutations Assessment Matrices
  • Big Data and Leading the “New” FinTech Organization 
  • Leadership and Championing AI Creativity and Innovation in Financial Services
Day Five

Day 5 : Best Take-Aways: Your Plan and Timeline to Execute, Monitor, and Assess Tangible ROI

  • Review “Best Practices” and Applications 
  • Review AI Software Value-Added in a Strategic Framework for Change and Innovation
  • Finalizing the Development of Your Implementation Plan 
  • Strategies for Successful Execution of Systems-Processes Innovation

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

Accreditation

NASBA

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

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Digital Transformation in Financial Services
Duration
5 days
Format
Classroom, Live/Online
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
London
28 Jul-01 Aug 2025
Fee: $5,950
Book your place
Dubai
08-12 Dec 2025
Fee: $5,950
Book your place
Online Sessions
Live/Online
28 Jul-01 Aug 2025
Fee: $3,950
Book your place

FREQUENTLY ASKED QUESTIONS

Category: FAQ page

To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us

Category: FAQ page

Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:

Category: FAQ page

Yes, Oxford Management Centre is accredited by the following professional bodies;

National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.

Category: FAQ page

Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]

Note: Discounts are not applicable with any other special offer that may be available.

Category: FAQ page

There are 2 easy ways to register:

  • Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
  • E-mail: Send your details to [email protected]
Category: FAQ page

We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.

For more information request, email [email protected] or call +971 50 985 0174.

Category: FAQ page

The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.

While, online training fees cover the course presentation and digital documentation and relevant materials.

Category: FAQ page

The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.

Category: FAQ page

Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.

Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.

Category: FAQ page

Upon receipt of your registration form, we will send you the following by e-mail:

  • Registration Confirmation
  • Invoice/Receipt (where appropriate)

If you register online you will receive an e-mail within 24 hours confirming your registration.


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