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

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Apr 19, 2023 468 likes •711 views

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

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Be part of an inspiring and engaged community

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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

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Saisir texte

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“

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

Efma chairmanship

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Key figures

275 presentations per year, 10 flagship conferences

Near 3,000 innovations fully detailed from 687 institutions

2,600 innovations 280,000

contacts at Efma

35 reports per year, 9,600 downloads

1800 Fintech 57% top and C-level in conferences 3 ceremonies, 18 Awards 300 participants in councils

7 clubs

500 articles read by 29,000 persons 4 digital portals, 47,900 users

20 IT & consulting

partners

647,000

efma.com sessions

37 events

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Efma community

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

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Efma Portals

More information at www.efma.com/portals/index

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Fintech Portal

More information at www.efma.com/portals/fi ntech

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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

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Efma Advisory Services

Better understand and drive financial services changes

Digital marketing Agile marketing in a fast-changing context Open Banking PSD2 & API banking CX in a digital world Innovative payment Digital transformation How to collaborate with Fintechs Digital channels Design thinking AI & Bots Blockchain Big data, customer data (KYC), data monetization

EAB

TOPICS

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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 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?

Customized learning expeditions

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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.

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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…

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New meet up conference

More information at www.bankplusfintech.com

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New conference and Expert meetings

More information at www.ccx-forum.com

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Endorsement and testimonials:

Largest banks & consulting companies recommend to join Efma

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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

Endorsement and testimonials

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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

Endorsement and testimonials

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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

ther professional networks is also becoming more necessary.

Joël Nadjar Financial Services WW Lead at Wavestone

Endorsement and testimonials

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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 Manager of Retail Banking EMEA at McKinsey & Co. Woldwide Jean-Christophe Mieszala Chief Risk Office at McKinsey & Co. Woldwide

Endorsement and testimonials

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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

Endorsement and testimonials

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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