Catalog Continuing education ISFB Future of Finance Certificate

ISFB Future of Finance Certificate

Context

Artificial intelligence, big data, neo-banking, blockchain, cloud: the development of new technologies and related industries has been growing exponentially in recent years. As is often the case with technological revolutions, the effects and consequences on both industry and day-to-day work remain difficult to pin down precisely. Nevertheless, trends are clearly emerging today, confirming the global and horizontal nature of the change to come. Whether in terms of customer relations, product and service selection and distribution, portfolio optimization or the strategic redefinition of the bank, digitalization will affect all business lines, creating new opportunities but also challenges and new categories of risk.
This training course will enable you to acquire knowledge and understanding of technologies and their applications, as well as analytical tools and food for thought that will enable you to position your professional activity.

Key objectives

1. Identify and analyze the present and future impacts of new technologies on the banker's daily work and positioning
2. Position your business to use new technologies as a lever for personal and collective growth
3. Identify and manage technological, strategic, ethical and regulatory risks.

Target audience

- Anyone working in the banking and finance sector whose business is affected by digital transformation.

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Reviews

Oral examination

Practical information

ISFB Certificates of Specialization are recognized by all member institutions. They are an important professional asset on the job market in French-speaking Switzerland.

Price

Public: CHF 6,600
Member : CHF 4'950.-
HG / OCAS / OCE : CHF 3'300.-
FFPC : CHF 0.-

Admission requirements

FF1

Fintech ecosystem

Contents: The main trends in fintech
The main technologies
Analysis of 5 years of fintech history
Confirmed trends and false starts
Issues and current situation
Sources of information and technology watch

Duration: 4h00

Format: In-person

Possible contributors: FININI Lino

SAQ code(s) assigned: CWMA-ISFB-23-1149

FF2

Digital strategy and toolbox

Content: By generating a mini-project in a group, participants learn to use the following tools:

Design thinking (empathy map, big idea vignette, priority map)
Business model canvas (business model, disvtinctive selling proposition)
Minimum Viable Product
Pichdeck - project presentation

Duration: 4h00

Format: In-person

Possible speakers: RAMIREZ MORENO Ignacio

FF3

Digital communication

Contents: The challenges of modern customer relations
Target audience and persona
Digital communication tools
Selecting the right tool for your situation and objectives
Case studies

Duration: 4h00

Format: In-person

Possible speakers: MILICI Sonia

SAQ code(s) assigned: CWMA-ISFB-23-2150

FF4

Machine learning & artificial intelligence

Contents: Definition and scope of artificial intelligence (AI)
Examples of classical AI
Introduction to deep learning
Examples of uses and applications
Outlook for AI

Duration: 4h00

Format: In-person

Possible contributors: LAZAREVIC Sasha

SAQ code(s) assigned: CWMA-ISFB-23-1151

FF5

Blockchain

Contents: Components of blockchain
Operation and features
Practical uses
Extensions of blockchain
Application examples: ICO's/cryptocurrencies
Data protection in blockchain
Development avenues and potential

Duration: 4h00

Format: In-person

Possible contributors: PIGNON Vincent

SAQ code(s) assigned: CWMA-ISFB-23-1152

FF6

Cryptoactives

Contents: Blockchain or distributed network
Crypto-assets or digital assets: regulatory framework
Crypto-assets or digital assets: taxonomy and opportunity
Market pulse: what are institutional players doing?
Possible positioning for a bank: opportunities

Duration: 4h00

Format: In-person

Possible contributors: PIGNON Vincent

SAQ code(s) assigned: CWMA-ISFB-23-1153

FF7

Cybersecurity

Content: Digitalization and the implications for IT risk management: Cloud, AI, Open Banking.
The fundamental principles of information security: integrity, confidentiality and availability.
FINMA regulations on technological risk management, cybersecurity, continuity management and customer data protection.
The principles of personal data protection.
Cyber-security considerations for Cloud Banking in Switzerland.

Duration: 4h00

Format: In-person

Possible speakers: FONTIGNIE Jacques

SAQ code(s) assigned: CWMA-ISFB-23-3154

FF8

Crowdinvesting

Contents: Alternative methods of financing
Origins and development of crowdfunding
Context worldwide and in Switzerland
Focus on Crowdlending

Duration: 4h00

Format: In-person

Possible speakers: CROISIER David

SAQ code(s) assigned: CWMA-ISFB-23-1155

FF9

Data & analytics

Contents: Data as a vector for strategic change ("game changer")
Data and the transformation of banking businesses
The stages of data-driven business transformation
Opportunities and challenges linked to artificial intelligence and big data, and examples of applications
Principles of governance and data quality management
Regulatory obligations and ethical issues raised by data management

Duration: 4h00

Format: In-person

Possible speakers: NEMOND Marie

SAQ code(s) assigned: CWMA-ISFB-20-3063

FF10

Data management

Contents: Scope definition
Data acquisition and collection
Filtering, cleaning and calibration
KQI - Key quality indicators

Duration: 4h00

Format: In-person

Possible speakers: NÉGRI Marc

SAQ code(s) assigned: CWMA-ISFB-23-1157

FF11

Innovation management

Content: Forms of innovation
Motivations for innovation
Tools for generating innovation
Tools for managing innovation
Collective innovation process
Characteristics of innovative companies

Duration: 8h00

Format: In-person

Possible speakers: MOECKLI Alexis

EXAFF

Project presentation

Duration: 2h00

Format: In-person

Possible contributors: FININI Lino

Training tomorrow's finance professionals: interview with Vincent Pignon, lecturer in the ISFB Future of Finance Certificate.

Vincent Pignon - CEO (WeCan)

"Rather than imparting fixed knowledge, it's about providing the keys to understanding and the tools to navigate a constantly changing environment."

Read the interview

ISFB Future of Finance Certificate: Lino Finini presents the challenges and objectives of the program

Lino Finini - Program Director (ISFB) and Advisor

"We believe it is essential to have employees with excellent skills, and these skills must be kept up to date because the banking industry is changing very rapidly."

Read the interview

Interview with Marion Fogli - Adapting, learning and evolving: the key to transforming finance

Marion Fogli - Deputy CEO (Banque Alpian)

"At Alpian, we firmly believe that education and accessibility are the keys to fairer finance. This type of training enables professionals not only to keep up with market developments, but also to actively contribute to a financial system that is more closely aligned with the real needs of clients."

Read the interview

Interview with Florian Dugerdil, ISFB Future of Finance Certificate participant

Florian Dugerdil - Branch Manager (Raiffeisen Geneva Rhône Region)

"Interacting with other professionals in Geneva's financial center not only enriches our network, but also our understanding of other institutions' practices, inspiring us to adopt best practices in our own company."

Read the interview

Lino FININI

Lino began his career at Banque Indosuez, where he spent eight years in software development and systems maintenance. This period confirmed his decision to turn his passion for IT into his profession. He then joined Lasercom (now Vilt), where he spent five particularly rewarding years traveling across Europe, putting his IT expertise at the service of banks and insurance companies. He supported and trained new employees and provided clients with integrated solutions designed specifically for their needs. He left the company with numerous successful software and hardware implementations under his belt, as well as solid managerial experience. When he joined the Swissquote Group, he was ready to take on the challenge of creating a bank from scratch. For 22 years, he played a key role in operations management, developing extensive expertise in several areas.

Ignacio RAMIREZ MORENO

A Fixed Income Advisor at Pictet, he is also a CFA charterholder. As a financial content creator on LinkedIn, he has built a community of around 46,000 followers interested in market news. Passionate about finance, he is particularly interested in the modernization of financial practices and innovation in the sector.

Sonia MILICI

Sonia Milici is Head of Marketing, Sales & Customer Care at Yuh, Switzerland's largest neobank. With over 20 years of marketing experience, both in agencies and in-house, she has built her career in Switzerland and sub-Saharan Africa. Since Yuh's inception, Sonia has been at the heart of its development, shaping the brand and its positioning in a highly competitive market. With an eMBA in Innovation from EPFL, she combines strategic vision, creativity, and a keen sense of customer focus. Her mission: to make finance more human, inclusive, and impactful—while inspiring teams to push the boundaries of the status quo.

Sasha LAZAREVIC

Sasha is an IT architect for AI solutions with over 7 years of experience in the field and more than 20 years of experience with banking projects in Switzerland and the EU. He holds a master's degree in computer science and an MBA, as well as a degree in artificial intelligence from Stanford University. He has also earned numerous professional certifications that demonstrate his commitment to staying at the cutting edge of technology. He is a speaker at international conferences and a recognized expert in the field of quantum computing.

Vincent PIGNON

Founder & Executive Chairman of Wecan Group, Vincent is a serial entrepreneur active in the field of finance and technology. Previously, he was Digital Advisor to the State of Geneva and Director of the Entrepreneurship Certification Program at the Geneva University of Applied Sciences. Vincent holds a PhD and two Master's degrees in Science.

Jacques FONTIGNIE

Jacques Fontignie is a cybersecurity professional with extensive experience in defining and implementing information security strategies in complex and highly regulated IT environments. His expertise covers risk management, security architecture, and compliance with key frameworks and regulations such as NIST, GDPR, DORA, and FINMA.

David CROISIER

David Croisier is a Swiss entrepreneur and executive, founder and CEO of Beedoo since 2017.
In addition to his entrepreneurial activities, he has been teaching at the Haute École de Gestion (HEG) since 2019, where he shares his expertise in entrepreneurship and digital technology.

Marie NEMOND

Marie Nemond is Executive Director at Pictet within the Technology & Operations division. In her nine years at Pictet, she has held several roles related to the deployment of the Group's data strategy (Data Platform Manager, Group Chief Data Officer, Head of Business Insights and Analytics). Before joining Pictet, Marie was Associate Partner at Oliver Wyman in the Financial Services and Organization and Transformation practices. She is a graduate of ESSEC Business School and Sciences Po Paris.

Marc NEGRI

Marc Negri is a data management and architecture specialist based in Geneva. With a background in computer engineering and an Executive MBA, he has been working for several years at the intersection of technology, strategy, and data governance. Curious and pragmatic, he is particularly interested in how organizations can better use their data to make more informed decisions and create sustainable value.

Alexis MOECKLI

Alexis Moeckli is a Swiss entrepreneur specializing in collaborative innovation and design thinking. Founder of WENOVE Innovation Studio, he supports organizations and teams in creating innovative solutions by placing people at the heart of the process. He is also involved in the entrepreneurial ecosystem through initiatives that promote collective intelligence.