An Intensive 5-Day Online Training Course

Technology in Finance

Bringing the Banking and Finance to your Fingertips


09 - 13 Oct 2023 Live/Online US $ 3950 Enroll now

This highly participative online training course will help you to understand the concepts such as digital platforms and finance technology ecosystems, recognise emerging and existing technology in finance and master a new toolbox for successfully competing on innovation in the digital era of finance.  

As the technology keeps growing and taking almost the whole of our everyday lives the financial industry must cope with the influence of technology and adopt to the ever-growing needs of its customers and stakeholders. Waiting in lines in the bank and cumbersome paperwork must become the things of the past or the financial institution will become extinct, as the customers will turn away from it.

Participants attending the Technology in Finance online training course will develop the following competencies:  

  • Knowledge of the evolution of wealth management
  • Effective reshaping of finance industry through technology
  • Understanding of the technology disruptions within the finance industry
  • Ability to API-fy the finance industry
  • Mobility through the different finance technologies
  • Creativity of funding the early stages of introduction of Technology in Finance
Training Objectives

This Technology in Finance online training course aims to enable participants to achieve the following objectives:  

  • Implementing technology within the finance industry to honour the liability
  • Enabling the direct contact between the investors and lenders
  • Reduction of risks and premiums in insurance industry
  • Providing the services on a global scale
  • Optimised wealth management
  • Connecting mobility with finance industry trough technology
Training Methodology

The Technology in Finance training online course will combine presentations with interactive practical exercises, supported by video materials, activities and case studies. Delegates will take the whole journey through the waves of new technologies in financial sector, and learn to use the disruptor technologies within the finance industry. 

Training Summary

The Technology in Finance online training course covers essential skills required for the finance industry sector, which will introduce them to the new frontier breakthrough within the technology applied in finance and banking sectors as well as the ways that will technology be used to enable trust and the confidence of people to honour the liability they undertake, being the guardian of finances.

Training Outline
Day 1: Evolution of Technology in Finance Industry
  • Wealth management evolution
  • Banking evolution
  • Insurance industry evolution
  • New social expectations of financial institutions
  • Digital wallets
Day 2: Technology Disruptors in Finance Industry
  • Digital Onboarding Process
  • POS systems
  • Automating investment
  • P2P Insurance
  • New paradigms in customer engagement
Day 3: Lending Industry Innovation
  • P2P lending
  • POS lending
  • B2B/B2C lending
  • Microfinancing
  • Crowdsourcing and crowdfunding
Day 4: Mobility and Financial Technology
  • Customer experience trough mobile applications
  • Globalisation of finance
  • Finance cloud and Pay-Per-Use
  • Responsive Web Design (RWD)
  • Internet Of Things (IOT) in finance and banking
Day 5: The Road Ahead for Technology in Finance 
  • The sea of opportunities
  • Companies within Technology in Finance
  • Global services locally
  • Funding for the Technology in finance
  • Technology in Finance trough the continents




Do you have any questions about this course?
Do you wish for us to conduct this course at your premises?
Discover In-House Solutions
Request for In-house