This programme is designed to help senior executives in traditional and digital banks, technology companies, entrepreneurs, and founders of fintech firms navigate the future of finance. Learn from a team of highly experienced futurists, bankers, technologists and researchers with incredible insights into the technologies and geo-political realities taking place today.
The training covers all areas of banking— balance sheet, capital, credit, products, risk and regulation, technologies, distribution channels, payments and related infrastructure—and ties them to the latest developments in platforms, tokens, wallets and decentralised finance. Learn how these are applied to the metaverse in gaming and virtual reality. The program helps participants identify new scenarios as they shape their own future.
The programme is an amazing investment that involves a two-day MasterClass, one day site visits supported by reading materials and podcasts. You'll be inducted into a community and will have access to the faculty and cohorts for discussions and updates over a year, with training, mentoring, benchmarking, and consulting advice based on solid research. The course utilizes compelling case studies, data, and insights in simulations and discussions to crystallize ideas. It also leverages participants' experience to develop actionable ideas for your respective institutions.
The programme is made up of a two-day MasterClass, but also includes a one-year membership to the following
Monthly updates
Research data
Video interviews and presentations
Recordings of all MasterClass sessions
Peers chat-group with other members
Links to third party sources
*The proposed sites are subject to confirmation and change based on various factors.
A programme of this nature can only be presented by highly experienced professionals who have been entrenched in the industry over many years.
This programme is designed for:
Board members, chief executives of banks making the transition into digital finance
Digital Bankers looking to create new opportunities in their respective markets
Entrepreneurs and co-founders of new fintechs
Technology players building transformational platforms, products and services in finance
Business, research and technology analysts
US$ 6,000 US$ 4,000
Early Bird PRICE (30 June 2023)
(upon sucessful attendance to two Group Chat Sessions and one video interviews in the year)
We are able to run an in-house version of this programme specific to your institution. We will prepare an in-depth research and SWOT analysis on your institution and marketplace so the programme will be tailored to the realities of your marketplace. It can be designed in the form of training modules or a workshop for your board members and senior managers.
Contact us to design a programme that best suits your need.
Internationally renowned banking industry expert Emmanuel Daniel designed this programme for leaders entrusted with defining new frontiers in banking and responding to new technologies as they evolve. He is the author of The Great Transition – the personalization of finance is here which has received rave reviews in the US and around the world.
Emmanuel is the founder of TAB Global, the parent of The Asian Banker, The Banking Academy and TAB Insights, amongst others. He is also a consultant and advisor to leading banks in Asia and has served on government committees on the future of finance. He developed the scorecards that are used for benchmarking leading financial institutions around the world. He divides his time between New York, Beijing and Singapore, which gives him unique insights on developments in banking worldwide.
Wilson is one of the most experienced digital bankers in the world with over 30 years as a career banker, mostly with Standard Chartered Bank in international positions. He was also as a director in Fullerton Financial Holdings, the financial services investment arm of Singapore’s sovereign fund Temasek, where he served in board positions in India, Pakistan, China, Malaysia, Indonesia and others.
He has a strong sense of the bottomline, garnered from his financial-controller roles in multinational companies prior to banking. He continues in advisory roles to CEOs of leading banks in emerging markets especially in the area of digitalising their traditional business lines. His strong balance sheet, funding and product disciplines makes him an invaluable contributor to the operational areas covered in this programme.
Axel Winter is a highly experienced technology leader with strong hands-on experiences in the banking, retail and start-up worlds. He was previously Global Head of Enterprise Architecture & Technology Strategy for Standard Chartered Bank and had similar roles at GE Money and Cisco Systems. He has consulting experience at Accenture and Deloitte, and has recently founded a corporate start-up partnering with Grab and JD.Com. He is currently the Chief Digital Officer for a luxury mall operator and advises start-ups in asset tokenization and eCommerce. His expertise in technology infrastructure for banks and large businesses makes him a valuable contributor.
Christian Kapfter is managing director of TAB Insights, the research arm of The Asian Banker and TAB Global. He has been the head of the Excellence in Retail Banking programme since 2008. TAB Insights, which has developed a rich repository of the data on the global digital banking industry, publishes the annual Digital Banking Ranking, the key findings of which will be shared in this programme. Christian also provides banks with internal benchmarking consulting services and help with their vendor selection exercises.
Other subject matter specialists are brought into the programme from time to time to tap their respective areas of specialty.
Chief Digital & Technology Officer, Partner, & Advisor
Axel Winter is a highly experienced technology leader with strong hands-on experiences in the banking, retail and start-up worlds. He was previously Global Head of Enterprise Architecture & Technology Strategy for Standard Chartered Bank and had similar roles at GE Money and Cisco Systems. He has consulting experience at Accenture and Deloitte, and has recently founded a corporate start-up partnering with Grab and JD.Com. He is currently the Chief Digital Officer for a luxury mall operator and advises start-ups in asset tokenization and eCommerce. His expertise in technology infrastructure for banks and large businesses makes him a valuable contributor.
Chairman, Wealth and Society
Gordian Gaeta has been an investment consultant for more than 25 years. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues. He is currently the principal of Leopard Capital. As chairman, he convenes the advisory boards in their core function of validating the matrices used in the programmes ratings, rankings and awards to ensure that they are conducted in a professional, impartial and accountable manner.
Member, Excellence in Retail Financial Services Awards Programme The Asian Banker
Wilson Chia is a highly seasoned banker with over 30 years of experience in the financial services industry. was formerly the regional head of consumer banking of Standard Chartered in South East Asia as well as EVP of commercial and SME banking at Fullerton Financial Holdings which manages the portfolio of financial institution investment of Temasek Holdings. As a banking consultant/advisor he has participated in bank transformation in the region. Recently, in 2020, he was the strategic planner and project leader for a digital banking applicant seeking a Digital Bank license in Singapore.
Expert in SME Banking, Credit and Risk Management
Advisor, Excellence in Retail Financial Services Awards Programme, The Asian Banker
Andrew McRobert is a credit and risk management specialist in development, commercial and SME banking. He currently runs a training and consulting firm in SME and small business banking. He started his banking career in Citicorp and has also held various positions in commercial banking. Andrew had also worked in corporate finance at Price Waterhouse in Jakarta, Indonesia and has undertaken credit, problem loans and risk management assignments for the Asian Development Bank, IFC, African Development Bank and others. He has designed, written and presented financial markets seminars in nearly 30 countries in the Asia-Pacific, Middle East and African markets.
Founder, TAB Global
Emmanuel Daniel is the founder of TAB Global which includes The Asian Banker, Wealth & Society, RadioFinance, The Banking Academy and The Skill Store. He is an award-winning writer and author with a background in management consulting. He previously served in several government advisory councils, interviewed some of the leading chairmen, chief executive officers, policy makers and entrepreneurs around the world and currently consults with banks on investor, media relations and strategy formulation. His recent book, The Great Transition - The personalization of Finance is Here, was published in September 2022.
Chairman and Founder, Triple Bottom Line Investing (TBLI) Group
Member of Advisory Council, Wealth and Society
Robert Rubinstein, chairman and founder of TBLI Group, has been instrumental in building the environmental, social, and governance (ESG) and impact investing ecosystem, even before these terms were coined. He taught courses in sustainable finance at the Rotterdam School of Management from 2003-2006, and delivered numerous lectures at international business schools and universities throughout his career.
TBLI is a leading global ESG/impact investing network that has been educating, advising and connecting investors for 25 years.
Mr. David Gyori is a globally renowned fintech consultant, trainer, author and keynote speaker. He is the chief exefcutive officer of Banking Reports based in London and is a founding member of the World FinTech Association. Gyori is a faculty member of the Retail Banking Academy, one of the most prestigious banker-training facilities.
