FinTech CTO: Demystifying Retail Banking

Retail Banking services and key functionalities

FinTech CTO: Demystifying Retail Banking
FinTech CTO: Demystifying Retail Banking
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About the course

This session offers a comprehensive exploration of Retail Banking, covering core functions, technological trends, and IT transformation. Part 1 introduces Retail Banking services and key functionalities, including branch systems and direct banking channels. Part 2 discusses Retail Banking data landscape and technology systems, emphasizing decision-making and customer experience. Part 3 explores the necessity of IT transformation and emerging technologies like cloud computing for Retail Banking's future. Attendees gain valuable insights crucial for navigating the evolving Retail Banking technology landscape.

Who should attend

  • Reconciliation Associates working in Investment Banking & Fund Services.
  • Accounting graduates who want to launch their career as a fund accountant.
  • MBA Finance graduates who want to work in Hedge Fund and Private Equity firms.

What you will learn

  • Welcome and Course Overview: Kick-off the session with introductions, a high-level course overview, and a roadmap for the module.
  • Retail Banking Introduction and Service Overview: Gain a foundational understanding of Retail Banking services and how they cater to individual customers.
  • Exploring Key Functions and Products in Retail Banking: Delve into the core functionalities of Retail Banking, including deposit accounts, lending, and wealth management products.
  • Indirect Channels: Examining Branch Systems: Explore the role of branch networks and the technologies used to support them.
  • Direct Channels Discussion: Call Center, ATM, Online Banking: Discuss the functionalities and technologies behind various direct banking channels, including call centers, ATMs, and online banking platforms.
  • Online Banking Applications Infographic
  • Retail Banking Data Landscape Discussion: Explore the vast amount of data generated in Retail Banking and its role in decision-making and customer experience.
  • Mortgage Banking Applications Infographic
  • Marketing Systems Introduction: Functions Overview: Understand the role of marketing technology in a Retail Banking context.
  • Retail Banking Financing and Accounting Applications Discussion: Discuss the importance of robust financial management systems for Retail Banking institutions.
  • Systems in Retail Banking Discussion: Explore the various technology systems that underpin Retail Banking operations.
  • IT Transformation in Retail Banking: Necessity Discussion: Discuss the critical need for IT transformation in Retail Banking to remain competitive and deliver exceptional customer experiences. Explore the drivers of change and emerging technologies like cloud computing.
  • Retail Banking: Customer 360 & Cloud Transformation Architectures
  • Retail Bank Cloud Adoption: Architecture Discussion

About the instructor

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