{"id":191,"date":"2019-03-19T18:02:00","date_gmt":"2019-03-19T17:02:00","guid":{"rendered":"https:\/\/www.microsave.net\/helix-institute\/?page_id=191"},"modified":"2025-06-17T14:48:51","modified_gmt":"2025-06-17T11:48:51","slug":"digital-transformation-for-financial-institutions","status":"publish","type":"page","link":"https:\/\/www.microsave.net\/helix-institute\/digital-transformation-for-financial-institutions\/","title":{"rendered":"Digital Transformation for financial institutions"},"content":{"rendered":"<p>[vc_row type=&#8221;vc_default&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1750160876182{margin-top: -50px !important;}&#8221; el_class=&#8221;course-inner-section&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1553018004954{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-619\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/aper\u00e7u-300x300.png\" alt=\"\" width=\"40\" height=\"40\" \/>Course at a glance<\/h6>\n<p>[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1695359656343{margin-top: 10px !important;}&#8221;]Financial institutions have been increasingly facing the pressure to go digital. The benefits are numerous. The digital transformation of financial institutions may result in a significant reduction in operational costs. It can considerably increase the outreach and efficiency of institutions and enable a better focus on\u00a0client-centric solutions. However, as digital transformation is complicated and the operational challenges can quickly overwhelm institutions, there is a need for financial institutions to develop a common vision for digital transformation.<\/p>\n<p>Financial institutions can realize this vision by recognising the variety of strategic and operational choices and their pros and cons. We have developed this training course to help financial institutions to understand what digital transformation may mean to them. It helps them understand the strategic and\u00a0operational options available to implement digital financial services.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/b1DT74YOIw0&#8243;][\/vc_column_inner][vc_column_inner][vc_column_text]The course covers the nuances of digital transformation, such as the strategic planning, digital transformation of the product, process, channel, and technology. It also covers risk management, project management, and change management. This course provides an overview of the approach and framework\u00a0involved in digital transformation from the institutional introspection that necessarily precedes it. It covers strategic planning, process, product, channel and technology automation, and operational integration.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner gap=&#8221;35&#8243; css=&#8221;.vc_custom_1742453749691{margin-top: 0px !important;}&#8221; el_class=&#8221;why-this-box&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1744015615037{margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-630\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/interet-300x300.png\" alt=\"\" width=\"40\" height=\"40\" \/>Why this training?<\/h6>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1695359681935{margin-top: 10px !important;}&#8221;]This course will help you to understand the importance of a systematic approach to digital transformation, examine options and opportunities for digital transformation of financial institutions from the case studies and best practices. This course will also equip the leadership of the financial institutions with the skills and resources to plan and manage digital transformation initiatives. And finally, it will appreciate the practical nuances of digital transformation and gather lessons from the field.[\/vc_column_text][vc_single_image image=&#8221;161&#8243; img_size=&#8221;full&#8221; css=&#8221;.vc_custom_1744015704805{margin-top: 20px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1553018275516{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-622\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/cible-300x300.png\" alt=\"\" width=\"40\" height=\"40\" \/>Who should attend?<\/h6>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;10px&#8221;][vc_column_text]We have designed this course specifically for directors and CXOs of financial institutions involved in high-level business strategy from financial institutions. Our course suits professionals who are actively considering digital transformation and implementing digital financial services.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_column_text css=&#8221;.vc_custom_1553018355043{margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-627\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/contenu.png\" alt=\"\" width=\"40\" height=\"40\" \/>Topics covered<\/h6>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;15px&#8221;][vc_column_text]<img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Financial inclusion and digital financial services\u2019 ecosystem<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Importance and relevance of digital transformation for banks and MFIs<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Strategic planning for digital transformation<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Product innovation for digital transformation<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Process re-engineering for digital transformation<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Delivery channel and distribution design<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Risk management for digital transformation<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Implementing digital transformation[\/vc_column_text]<style type=\"text\/css\" data-type=\"the7_shortcodes-inline-css\">#default-btn-5051bec4fac4765331f7bb76b690243d > i {\n  font-size: 11px;\n}\n#default-btn-5051bec4fac4765331f7bb76b690243d * {\n  vertical-align: middle;\n}\n<\/style><div class=\"btn-align-center\"><a href=\"https:\/\/www.microsave.net\/helix-institute\/contact-us\/\" class=\"default-btn-shortcode dt-btn dt-btn-l  vc_custom_1702037554395\" id=\"default-btn-5051bec4fac4765331f7bb76b690243d\"><span>Contact us<\/span><\/a><\/div>[vc_row_inner css=&#8221;.vc_custom_1551137930367{margin-top: 50px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1554565229779{margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6>Our general trainings<\/h6>\n<p>[\/vc_column_text]<div class=\"hr-thin style-line hr-left\" style=\"width: 5%;border-color: #049eb5;border-top-width: 4px;\"><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner css=&#8221;.vc_custom_1750160891372{margin-top: 40px !important;}&#8221; el_class=&#8221;our-training-section&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1060&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/agent-banking-getting-strategy-and-operations-right\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;156&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/managing-risks-and-fraud-in-digital-finance\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;155&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/digital-transformation-for-financial-institutions\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;157&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/optimising-your-dfs-agent-network\/&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;153&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/digital-credit-managing-risk-and-achieving-scale\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1062&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/designing-and-implementing-innovative-solutions\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;293&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/rethinking-marketing-for-d%E2%80%8Bigital-finance\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;552&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/business-correspondents-bcs-in-the-indian-banking-scenario\/&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=&#8221;courses-box&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;860&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/building-msmes&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1063&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/climate-finance-101&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1064&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/building-state-capacity&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row type=&#8221;vc_default&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1750160876182{margin-top: -50px !important;}&#8221; el_class=&#8221;course-inner-section&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1553018004954{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;] Course at a glance [\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1695359656343{margin-top: 10px !important;}&#8221;]Financial institutions have been increasingly facing the pressure to go digital. The benefits are numerous. The digital transformation of financial institutions may result in a significant reduction in operational costs. It can considerably&hellip;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages\/191"}],"collection":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/comments?post=191"}],"version-history":[{"count":28,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages\/191\/revisions"}],"predecessor-version":[{"id":1248,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages\/191\/revisions\/1248"}],"wp:attachment":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/media?parent=191"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}