Qualification of management and personnel

• Several banks – including a major bank, several regional banks, and an asset manager – faced increasing customer demand for digital assets coupled with growingregulatory requirements (such as MiCAR)
• Internally, vastly different levels of knowledge clashed – from the board and product management to sales, IT, operations, and back office
• Inconsistent terminology and fragmented knowledge hindered a shared strategic direction and made it difficult to establish organizations for seamless operational execution
• The challenge lay in creating a common language and a robust understanding – as a basis for management decisions and operational implementation

FinPlanet designed and implemented a target-group-oriented, modular education program that systematically addresses different roles and learning needs:

• App-based micro-learning with easily integrated learning units and repeatable videos for targeted refresher courses
• Accompanying workshops and webinars to clarify questions and sharpen understanding, as well as in-depth sessions
• End-to-end view: Fundamentals & terminology, bank-relevant use cases, specific business models, regulatory frameworks, product understanding, process and operational logic, and risk and technical dependencies
• Target-group-specific content : Knowledge transfer taking into account the activities and concerns of employees and management, e.g.:
  
  • Executive Board & Management: Strategic classification, regulatory frameworks, use cases, business models
  • Sales: Communication skills for customer inquiries, classification of the product offering (excluding investment advice)
  • Operations/IT/Back Office: In-depth knowledge of process and operational issues and operational management skills