“Beyond Private Banking and Financial Advisory” is an Executive Program which explores how strategy, innovation and artificial intelligence are transforming private banking. It addresses the use of algorithms to improve client relationships, automate processes and design customized products, empowering managers to face competition, optimize compliance and manage risks effectively.

PRIVATE BANKING

Features

DURATION: 10 weeks (8 weeks of academic content and 2 weeks of development and resolution of practical cases).

CASE STUDIES: Students will examine multiple case studies throughout the program, gaining insights into the practical application of course concepts and the best practices based on successful case outcomes.

Objectives

  • Analyze the current context of falling interest rates, in which Private Banking must focus on finding more attractive returns and developing innovative financial products with greater added value.
  • Address the challenges faced by Private Banking as it competes with Neobanks and especially Challenger Banks.
  • Integrate new technologies, particularly Artificial Intelligence, into the core of its strategy to engage the new generation of Millennials, who will inevitably replace the more mature generations of customers.
  • Emphasize the usefulness of artificial intelligence algorithms in process automation.
  • Enhance efficiency in compliance and risk management through the use of new technological tools.
  • Describe the role of Artificial Intelligence in predicting market trends and, consequently, in the design of financial products.

Who is this program aimed at?

  • Private Banking Executives and Managers

  • Customer Relationship Managers

  • Financial Advisors

  • Family Offices

  • Independent Financial Advisory Firms (EAFI)

  • Data management and processing managers

  • All those interested in the application of Artificial Intelligence in Private Banking.

PROGRAM OBJECTIVES

Analyze the current context of falling interest rates, in which Private Banking must focus on finding more attractive returns and developing innovative financial products with greater added value

Address the challenges faced by Private Banking as it competes with Neobanks and especially Challenger Banks.

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  • ➞Integrate new technologies, particularly Artificial Intelligence, into the core of its strategy to engage the new generation of Millennials, who will inevitably replace the more mature generations of customers.
  • ➞Emphasize the usefulness of artificial intelligence algorithms in process automation.
  • ➞Enhance efficiency in compliance and risk management through the use of new technological tools.
  • ➞Describe the role of Artificial Intelligence in predicting market trends and, consequently, in the design of financial products.
  • ➞Analyze the importance of Artificial Intelligence in personalizing product offerings to Private Banking customers, increasing cross-selling, and providing a much more efficient and personalized service at a lower cost.
  • ➞Detail the various professional profiles that Private Banking will need to incorporate in order to carry out these tasks.
  • ➞Analyze the growing trend to develop in-house Artificial Intelligence algorithms in order to minimize dependence on external technology consultants and reduce costs.
  • ➞Conclude with an explanation of the risks associated with these technologies, along with strategies for effectively managing them.

METHODOLOGY

The Executive Program is available in both online and hybrid formats, combining virtual learning with in-person sessions. For corporate clients, the format is fully flexible and can be customized to meet specific organizational needs.

INDEX

In this context, trends are examined, and the most disruptive and innovative strategies are identified through the analysis of multiple case studies, which reveal the key factors contributing to the success or failure of companies and financial institutions.

DURATION

The Executive Program runs for 8 weeks (2 months). For corporate clients, the duration is flexible and can be adapted to meet specific organizational needs.

CASE STUDIES

Students will examine multiple case studies throughout the program, gaining insights into the practical application of course concepts and the best practices based on successful case outcomes.

WHO IS THIS PROGRAM AIMED AT?

– Private Banking Executives and Managers

– Customer Relationship Managers

– Financial Advisors

– Family Offices

– Independent Financial Advisory Firms (EAFI)

– Data Management and Data Processing Managers


– All those interested in the application of Artificial Intelligence in Private Banking

PROGRAM COORDINATORS

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POSITION

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POSITION

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