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Driving change in financial services

Why this new service?

Thanks to the relevance of the expertise provided by Efma Senior Advisors to our members and following an increasing demand, Advisory Services are becoming an important part of Efma’s offering.

Why Efma?

It takes an organization with significant expertise and the right resources to properly parse the information in the financial services space, and produce a clearer path to success for all of its players. Being the global network of financial institutions, Efma understands the ever-changing challenges, from the need to develop leaders, addressing generational changes, to building teams and achieving operational performance.

Why the Efma senior advisors?

Experts in their respective fields, our Senior Advisors use quality insights and market research from world renowned consultancies/IT firms along with our community’s innovation portals to provide customized, hassle-free and on-premises services. The advisors are in capacity to assist our members across their business cycle, from getting to grips with the latest trends, fostering professional development, to getting strategic recommendations on how to improve their operating models.

Efma Academy
  • 10 to 20 top and middle management participants per event (flexible capacity)
  • 1 or 2-day interactive training sessions organized at your premises including workshops
  • Presentation of in-depth specific topics by an Efma Senior Advisor (expert in the chosen topic) with practical case studies
  • Knowledge transfer
  • Highly customized and tailor-made event
Foster professional development and get inspired by trending topics that interest you! Be prepared for the impact of new digital customer expectations
BUDGET: €15-25K + expenses
Executive Briefings
  • 1 to 3 C-level executives per session
  • 2 to 3 meetings per year, per Efma member, organized at your premises
  • Presentation of an in-depth specific topic by an Efma Senior Advisor (expert in the chosen topic) with analysis of case studies
Inspire your top leaders with insights from Efma's community and Senior Advisors
Get strategic insights, save time, catch-up with peers, and get key learnings from Efma reports as well as an overview of recent trends in the financial services industry
BUDGET: €15-25K + expenses
Private Learning Expedition
  • Group of (up to) 20 participants from your institution
  • Visiting a destination and/or institutions of your choice (e.g. AI in Japan, Fintechs in Israel, Innovations in UK)
  • Senior executives meet for high level discussion and debate
  • One-to-one knowledge transfer
  • Discover one of the most innovative local markets worldwide
  • Drawing on the hosting institution’s resources, explore cutting-edge tech and the latest trends in the industry
  • Get immersed in local culture with tour guides, gastronomy and meetings
  • Hands-on experience from a leading institution
  • Incentive for your most valuable employees
BUDGET: €25-45K
AI Executive Certificate NEW TRAINING!
In a bid to help retail financial services executives understand how AI can dramatically transform their business, Efma and École des Ponts Business School have joined forces to create the AI Executive Certificate: an advanced training program that will provide operational and strategic benefit.
Key benefits:
  • Get a unique and actionable understanding of AI from some of the leading experts in the field;
  • Gain a comprehensive and in-depth understanding of AI and its implications for the industry and beyond;
  • Acquire actionable expertise that can be immediately applied in leading the transformation AI inevitably harbingers for the banking sector;
  • Work on real-life projects they can bring back to your organizations or come with a project sponsored by your own organization;
  • Seize the opportunity to access the accelerated version of the Global Executive MBA program from École des Ponts Business School and join the exclusive alumni network.
Format and duration:
  • Date: from April to December 2019
  • Duration: 150 hours spread over 9 months, including the 4-day Learning Expedition in Asia
  • Location: Paris
  • Language: English
  • Certification: Official Executive Certificate from École des Ponts Business School, amounting to one third of an Executive MBA
  • Remote program available for a reduced fee and a certificate of completion instead
Requirements: Reserved for employees of Efma member institutions:
  • Fluent in business English
  • Personal motivation letter
  • Education: Bachelor or equivalent
  • €29K (excl. VAT) includes the fee of the Learning Expedition in Asia
  • €24K (excl. VAT) in case of remote attendance
  • Extra costs: flight tickets and accommodation for both the program modules in Paris and the Learning Expedition in Asia
Module Dates Location
The AI Mindset April 9 and 10 Paris
Rethinking the Future of AI and Innovation April 11 and 12 Paris
AI Prototyping Challenge May 15 Paris
AI Driving Performance June 20 Paris
AI Driving Performance July 9 Paris
AI Prototyping Challenge August 28 Paris
Learning Expedition in Asia September 16 to 20 Singapore / Japan
AI Driving Customer Relations October 24 Paris
AI Driving Customer Relations November 19 Paris
AI Driving Strategy December 3 and 4 Paris
AI Prototyping Challenge December 5 and 6 Paris

For more information about the Efma Advisory Services, please contact:

Eva Bozekova
Efma Advisory Services
Project Leader

Meet our Senior Advisers

George Beatty
Senior Advisor at Efma Product Strategy, Marketing & Innovation Specialist Retail Industry Leader, Principal of Beatty Advisory Group - AUSTRALIA
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John Berry
Senior Advisor at Efma Internationally Recognized Transformational Leader & Trainer Delivering Cultural & Customer Centric Change in Banks - UNITED KINGDOM
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Carlo Giugovaz
Senior Advisor at Efma Fintech Influencer, Business Angel, Entrepreneur in Innovation, Marketing & Sales, Founder & CEO of Supernovae Labs - ITALY
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Mark Holtom
Director, eventricity Ltd and Event Driven Marketing Specialist
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Meaghan Johnson
Digital Financial Services Researcher, Customer Journey Expert, Strategy Consultant and UX Design
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Datuk Michael Lor Chee Leng
Senior Advisor at Efma Strategic Business Transformation Leader, Regional Financial Services & Digital Transformation Advocate - MALAYSIA
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Tsukasa Makino
Senior Advisor at Efma Senior Research Officer at Tokio Marine Research Institute Manager, IT Planning Dept. and Government & External Relations Dept. at Tokio Marine & Nichido Fire Insurance JAPAN
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Rudradeb Mitra
Focus on AI/ML adoption, Writer, Invited Speaker in 11 countries, 6 start-ups, 9 years as AI Researcher/Engineer
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Eric Morin
Senior Advisor at Efma, Fintech Influencer, Open Banking Expert, Senior Advisor in Innovation and Startup in Residence (SeR) Program Lead at Desjardins
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Yvon Moysan
Digital Marketing, Digital Banking, Big Data expert
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Emel Temuçin
Digitalization Consultant Customer Experience and Behavorial Science Strategist
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Sandy Vaci
Faculty Member at School for Executive Education and Development, former CEO of Royal Bank of Scotland Austria and Chairman of the Credit Bank of Moscow, Various former executive roles at Citibank, Raiffeisen, CIBC and Royal Bank of Canada
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Rene van der Poel
Global insurance and bancassurance expert; 30 years of experience in financial services gained in the Netherlands, USA, the Caribbean, India, Germany and Austria
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