Why Open Banking and Platforms and Where to begin?

Across the globe, Platforms are increasingly demanded by customers, and implemented by incumbents. This is proving to be the largest provider of the change in the modern financial services industry. But from Open Banking to platforms, from digital ecosystems to APIs, from PSD2 to Third Party Providers, it can be very confusing. For this reason, CFTE has designed this Masterclass to give you a sound understanding of how platforms are transforming financial services.

5 of the Top 10 Financial Institutions are now Platforms

Global Industry Experts and Programme Directors

Learn from

On top of being CFTE's co-founder, Huy is an experienced practitioner with extensive experience in both finance and technology. He had been a CEO of a Tech Company in New York and currently is the CEO of the Disruptive Group, where he advises executives and builds innovative business models with strong leverage on finance and technology. Prior to this, Huy had a successful banking career as Managing Director of Citi, where he grew a business that helped Europe's largest insurance companies, pension funds and international banks adapt to an increasingly complex environment.

Huy Nguyen Trieu

Co-Founder of CFTE

Global Industry Experts and Programme Directors

Learn from

Dr. Stephan Murer, owner of Murer Consulting GmbH, is an independent technology consultant and board member. Until 2017 he was Group Chief Technology officer at UBS AG, responsible for architecture and innovation of UBS’s information systems. Before that, Stephan Murer performed the same role over many years at Credit Suisse. In parallel to his corporate functions, Stephan has remained active in the academic world by teaching at various universities including at the Computer Science department of Oxford University, and by publishing regularly. Furthermore, Stephan Murer is engaged with startup firms and private equity funding.

Stephan Murer

Ex-CTO at UBS

After this masterclass, you will be able to:

  • Identify the impact of Open Banking and Platforms in Financial Services

  • Understand the urgency for incumbent financial institutions to develop and execute a strategic plan to implement Open Banking

  • Analyse the various challenges faced in the Financial Industry when seeking to adopt the platform business model

Course curriculum

  • 01

    Welcome to the Masterclass on Platforms in Financial Services

    • Introduction by Huy

  • 02

    Presentation on Platforms in Financial Services

    • Open Banking: Industry Overview

    • Open Banking: Challenges for Incumbents

    • Conclusion

  • 03

    Overview of Open Banking and Platforms in Finance Specialisation

    • Overview of Open Banking and Platforms in Finance Specialisation

    • Introduction to Business Models and Implementation of New Entrants by Anna Maj

    • Introduction to Business Models and Transformation of Incumbents by Secil Watson

    • Introduction to Regulations, Standards and Operational Risks by Carlos Figueredo

    • Introduction to Technology and Security by Stephan Murer

  • 04

    Sample Lecture from Business Models and Transformation of Incumbents by Secil Watson

    • Open Banking APIs: Benefits & Monetisation Lecture

    • Quiz

    • ━━ READINGS ━━

    • ━━ INDUSTRY EXPERT━━

    • Course 3 Glossary

  • 05

    Masterclass Conclusion

    • Concluding Remarks from Huy!

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