Be part of an inspiring and engaged community 2 Who we are Efma is - PowerPoint PPT Presentation

Be part of an inspiring and engaged community 2

Who we are Efma is a non-profit organization created in 1971 by CDC . It brings together thousands of retail financial services companies, retail banks, insurance companies and other financial institutions from over 140 countries all around the world: And many more on www.efma.com/members 3

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Efma chairmanship “ I am honored and delighted to serve as Chairwoman of Efma. Efma is ideally placed at the center of innovation, customers, and financial services, to drive progress across the industry. I look forward to collaborating with Efma’s members and the Efma leadership team in my new role Yolande Piazza CEO Citi FinTech at Citi & Chairwoman at Efma 5

Near 3,000 innovations fully detailed from 687 institutions Key figures 647,000 275 presentations per year, 10 flagship conferences efma.com sessions 1800 Fintech 300 participants in councils 3 ceremonies, 18 Awards 57% top and C-level in conferences 2,600 innovations 280,000 500 articles read by 29,000 persons contacts at Efma 37 events 35 reports per year, 9,600 downloads 20 IT & consulting 7 clubs 4 digital portals, 47,900 users partners 6

Efma community Colleagues Peers Insurers Experts Analysts FinTech InsurTech RegTech X-Tech Central banks Policy makers 7

Efma Portals More information at www.efma.com/portals/index 8

Fintech Portal More information at www.efma.com/portals/fi ntech 9

Efma Advisory Services Better understand and drive financial services changes Efma Academy Briefings (EAB) • 10-20 middle executive management participants per briefings • One 2-day briefing of your premises • Benefit: Foster professional development Executive Advisory Program (EAP) • 1 or 2 C-level executives per session • Three meetings per year per Efma member of your premises • 1-hour for each session • Benefit: Get strategic recommendations More information at www.efma.com/advisoryservices 10

Efma Advisory Services Better understand and drive financial services changes Digital marketing Agile marketing in a Innovative fast-changing context payment Open Banking PSD2 & API banking Blockchain EAB TOPICS How to Big data, customer collaborate data (KYC), data with Fintechs monetization CX in a digital world AI & Bots Digital Design transformation thinking Digital channels 11

Customized learning expeditions Do you want to facilitate your team members' hands-on training in world-renowned innovation hubs in a destination of your choice and allow them exclusive access behind the scenes? Personalize your learning expedition according to your • needs (choice of the country, the date, the program, the institutions…) Get best practices from the visits to • major overseas banks Discover cutting-edge technologies in world’s best -in- • class labs Learn from new markets and get the inspiration you need! • Strengthen the relation between the members of your • team... and have fun  Check out the photo gallery of the learning expedition to San Francisco, Israel, New York, London and Toronto 12

Efma Preview Lab Physical Lab gathering multiple experts, advisors to accelerate banking & insurance innovations Aggregation of expertise from multiple Efma « associate members » (pre selected partners): • ideation, methodology & specifications, infrastructure, development, design. Quick : 1 full week to create a preview POC (mock up with very limited working functionalities) • Free and exclusive to Efma members but need commitment by the member to involve business • and innovation teams Agile : flexibility in timing and resources • Location : at Efma Lab (Paris center - Opera) • Confidential : Under NDA to keep intellectual property at Efma member institution • Disclose NDA if the member decides a no go. • 13

Expert resources tab Major resources from Efma partners accessible in one place Benefits More resources to add in your • presentations and take right decisions Sorted by sources and formats • Includes video, infographics, • Case studies, reports, links Sources: aggregate from our «associate members » Forrester, Gartner, Google, Microsoft, McKinsey, BCG, Deloitte, EY… 14

New meet up conference More information at www.bankplusfintech.com 15

New conference and Expert meetings More information at www.ccx-forum.com 16

Endorsement and testimonials: Largest banks & consulting companies recommend to join Efma 17

Endorsement and testimonials “ In a more open and competitive world, it is very valuable for banks and insurance companies to join the Efma banking and insurance community where one can share best practices in innovation and build the future of the financial services industry. Piercarlo Gera Senior MD, Distribution, Marketing FS, Worldwide at Accenture 18

Endorsement and testimonials “ The banking sector is experiencing continuous waves of change, leading to a need of always-on transformation. Efma offers great forums to banks where they can share on leading edge models and how to roll them out. It is a unique place for banks to shape their vision of their future. Axel Reynaud GM & Senior partner at BCG 19

Endorsement and testimonials “ As banks redefine their core, non-core and partnership capabilities, banks could position themselves as the centre of an alliance ecosystem in a much more diverse competitive environment. Successful banks will be ubiquitous in customers’ life-cycle, promoting a continuous dialogue through a variety of value-added services – and may look to technology (social network tools, web 2.0, machine learning…) or external partnerships with other providers such as FINTECH more and more integrated in their value chain to develop this approach. Moreover, there could also be a new non-banking competition – take for example Telco’s search to diversify revenues through entering mobile banking; or retailers and utilities providers which seek to leverage their brand strength or distribution networks. In this context, it is key to stay on top of fast-paced evolutions, opportunities brought about by technology and networking. Thus, being part of Efma and other professional networks is also becoming more necessary. Joël Nadjar Financial Services WW Lead at Wavestone 20

Endorsement and testimonials “ In an increasingly digital World customer expectations from banks are compared with performance from digital providers. In order to maintain the edge of the customer relationship financial institutions need to be at the forefront of innovation and digital even for complex products. In the context of PSD2 and open banking, I encourage banks and insurance companies executives to connect with their peers and key players in the digital ecosystem through non-profit organizations and initiatives such as Efma community, industry forums, international boards, in order to exchange knowledge, ideas and learn from each other experiences. Miguel Cal Jean-Christophe Mieszala Manager of Retail Banking EMEA Chief Risk Office at McKinsey & Co. Woldwide at McKinsey & Co. Woldwide 21

Endorsement and testimonials “ Leading innovative banks and insurance companies value Efma The benefit of Efma as a global network is to help detect key initiatives and industry trends from around the world. Javier San Félix SEVP, Global Head of Retail & Commercial Banking at Santander 22

Contact us Efma 10 Boulevard Haussmann 75009 Paris – France Tel: + 33 1 47 42 52 72 Fax: + 33 1 47 42 56 76 www.efma.com info@efma.com 23