Data and Technology in Finance

Date05 Feb 2025
Time13:00 - 16:00
LocationVideoconference
Prof. Laurent Frésard, SFI Senior Chair, Università della Svizzera italiana
Roger Fehr, Head of Data Management & Analytics, Swisscom (Schweiz) AG

Currently fully booked;
registrations possible on the waiting list.

 

In a digitized world, the ability to understand new technologies and to link them to existing data is of crucial importance. In the last decade, the availability and variety of data has exploded, following fast improvements in digital technologies and computing power. The increased focus of the business community on data has fostered the development of new tools to generate, analyse, and extract value from large amount of data. Like many industries, the financial sector is currently experiencing a technological shake-out, as many players rush to assess how to optimize and use existing data in creative and profitable ways. An in-depth understanding of new data-related technologies and the new opportunities that they offer constitutes an essential success factor for financial actors and thus an indispensable prerequisite for professional development.


Current Situation and Objective

Financial institutions worldwide are spending billions of dollars to understand how to harness the power of data and rethink their technology strategies and operations accordingly. Current developments around data and analytics can however appear nebulous, daunting, and complex. Media outlets are flooded with buzzwords, ranging from “big data”, “digital transformation”, “artificial intelligence”, “algorithms”, “machine learning”, “data science”, “FinTech”, or the “zettabyte” economy.


The Master Class “Data and Technology in Finance” proposes to pause, step back, and decrypt these buzzwords and trends through an intuitive and deliberately non-technical perspective. The aim is to provide a deeper understanding of current applications and development based on the combination of new data and technologies in the financial sector. The class discusses concrete examples from the practice, including for instance fraud detection, clients’ profiling, credit screening, or compliance.
 

SFI Master Class Features and Target Audience

SFI Master Classes offer seasoned banking and finance professionals a unique opportunity to exchange knowledge and share their professional views with peers, top-level academics, and industry experts in an interactive learning environment. Master Classes incorporate hands-on group work and opportunities for discussion.
 

The Master's class is aimed at professionals in the financial industry who wish to broaden their knowledge capital and deepen their understanding of new trends in financial technology (data and tools). The focus is on enabling participants to think critically about the future opportunities and challenges for their job, team, and organization.      


SAQ Recertification

This SFI Master Class is an acknowledged SAQ recertification measure and comprises four learning hours for the following SAQ profiles: 

  • Wealth Management Advisor (CWMA)

  • Certified Corporate Banker (CCoB)

This SFI Master Class covers the aspects "industry knowledge" and "conduct."


Late cancellations and no-shows

If you have registered for a Master Class but are unable to attend, we kindly ask that you inform us as soon as possible. Places are limited, and late cancellations and no-shows not only prevent those on the waiting list from attending, but also result in an inefficient allocation of valuable resources. Your cooperation in communicating any unexpected changes regarding your participation at this Master Class is greatly appreciated.

Registration

Personal Information

Persönliche Angaben

Informations personnelles

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Each SFI Master Class targets experienced specialists and leaders from the banking and finance industries. The profile for participants is:
  • At least 10 years of relevant professional experience; management and leadership experience is considered a plus.
  • Strong analytical skills.
  • Capacity for in-depth, interdisciplinary thinking.
  • A university background or corresponding professional qualifications.

Jede Master Class richtet sich an erfahrene Fach- und Führungskräfte aus der Banken- und Finanzbranche. Das Teilnehmerprofil umfasst:
  • mindestens 10 Jahre einschlägige Berufserfahrung; Management- und Führungserfahrung sind von Vorteil.
  • ausgeprägte analytische Fähigkeiten.
  • Fähigkeit zu tiefgreifendem, interdisziplinärem Denken.
  • eine Hochschulausbildung oder eine entsprechende berufliche Qualifikation.

Chaque Master Class s'adresse à des spécialistes expérimentés et à des dirigeants du secteur bancaire et financier. Le profil des participants est le suivant:
  • Au moins dix années d'expérience professionnelle pertinente ; une expérience managériale est considérée comme un atout.
  • De solides compétences analytiques
  • Une capacité de réflexion approfondie et interdisciplinaire
  • Une formation universitaire ou des qualifications professionnelles correspondantes.
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Data Sharing Approval

Zustimmung zur Datenweitergabe

Autorisation de partage des données

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SAQ Recertification

SAQ-Rezertifizierung

SAQ Recertification fr

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SFI Newsletter

SFI Newsletter

Newsletter SFI

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Terms and Conditions

Geschäftsbedingungen

Conditions générales

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Applicable law and place of jurisdiction: The contract for the execution of SFI Master Classes exists between
individual participants and the Swiss Finance Institute. This contract is subject to Swiss law. The place of jurisdiction is the city of Zurich.

Disclaimer and Contact

Haftungsausschluss und Kontakt

Clause de non responsabilité et contact

Program management reserves the right to decide whether each SFI Master Class will take place or not.

Contact: SFI Master Class Team, masterclass@sfi.ch