#DigLitBootcamp – Webinar Library

Opportunities and enablers of digitalisation for microfinance institutions (19/12/2018)

Download webinar recording (audio)

To help all interested European microfinance institutions understand better how to position themselves in the digital space, the European Commission sponsored a webinar organised under the umbrella of the EaSI Technical Assistance for Microfinance programme and hosted by the Microfinance Centre (MFC).

Being present online is a must for microfinance institutions. However, a big question is how to do it effectively to ensure an institution’s visibility to the customers they want to attract.

The webinar presented strategies that microfinance institutions can use to improve their visibility and to stand out in the digital space taking into account the preferences of their clients and the internal capacity of their staff.

This event will be based on the lessons learnt from a mentoring process with 3 organisations, which are currently digital leaders in their sector and have improved greatly their online presence:

Representatives from these organisations will present practical considerations that need to be taken into account to improve the digital presence of microfinance institutions in a cost effective manner.

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Key elements of successful digital customer acquisition (08/10/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video)

During the webinar participants have learnt about the available channels and their potential to reach out to clients and increase their engagement. They could understand batter how to select and manage the relationship with digital marketing agency, so that the investment pays off. They could learn the basics of running safe marketing campaigns and the measures to track their success. The presentation covered best practices and key principles that prevent pitfalls.

Presenter: Bernard Golko, independent consultant

 

Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

Credit scoring for digital lending (18/10/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video) 

The webinar discussed the experience of Kredytmarket – an on-line lending platform to micro enterprises, successfully kicked off in 2016. In 2018, the company started to use own credit risk models to assess credit applications based on own credit risk models and using an artificial intelligence models to prevent fraud. The company’s risk manager  shared the experience of developing and using the credit scoring based on own and external data.

Presenter: Piotr Woźniak, Risk Manager at Kredytmarket 

 

Piotr has 20+ years experience in banking sector – he worked for one of the biggest polish banks PKO BP, as well for Polish Credit Bureau, being responsible for implementation of credit scoring models and processes ensuring the data quality.

 

Innovations in EU Policy and Legislation: Opportunities for Microfinance (24/10/2019)

CLICK TO WATCH THE WEBINAR RECORDING(video)

This webinar aims at informing MFC members of the implications of recent EU legislation and policies in financial services, and to assist them in identifying potential market opportunities. It will delve into the EU’s Second Payment Services Directive (PSD2), the EU Commission’s Fintech Action Plan and its crowdfunding proposal, providing a main summary of the innovations these policies introduce. Further it will highlight specific opportunities for microfinance institutions based in the EU.

The participants can expect to gain the high level understanding of the PSD2, the Fintech Action Plan and the current draft of the crowdfunding proposal and their implications for microfinance institutions.

Presenter: Ariadne Plaitakis, CGAP
Ariadne’s LinkedIn

 

Ariadne is an independent consultant with over 20 years of extensive on-hands experience in digital finance and payments regulation, open banking, financial inclusion, privacy/data protection, e-commerce, competition law, and consumer protection in the EU and emerging markets. Her current projects focus on open banking/PSD2, future of work in Africa, payment interoperability, competition in digital financial services (DFS), and regulatory models for DFS, and her current clients include CGAP/WB, the Bill and Melinda Gates Foundation, Fintechstage, BFA, Mastercard Foundation and the GSMA. Ariadne is a UK-qualified solicitor with an MA in Jurisprudence from the University of Oxford and a BSc in Foreign Service from Georgetown University.

Recruitment and monitoring of IT contractors (31/10/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video)

In this session, we will look deeper into tricks and tips on how to select the right service provider and how to follow up on their work. Which hard and soft criteria do you need to take into account during your selection process and how can you communicate in a clear way with the developers by using Users Stories.

This session is meant for smaller MFIs who don’t have their own IT department or for those who are at the start of their digital transformation. The session will also dive into the Non-Profit discounts for NGOs.

Presenter: Jente Minne, microStart

 

After his MSC in Industrial design and a specialization in microfinance at the European Microfinance Programme, Jente started working as a volunteer manager for microStart, the leader in professional microfinance in Belgium. As he was always passionate about IT-systems and digitalization, he became responsible for the digital transformation of microStart in 2016. His speciality is the selection of low-cost but efficient IT-tools and the implementation of an agile mindset in the organisation.

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

 

GDPR unpacked with Allen & Overy (07/11/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video)

This webinar targets  executive management, Board members and other staff/ stakeholders recommended by the CEO, as it will tackle some of the critical issues relating to data protection.  Data protection regulation comes at a time when businesses are increasingly data driven. The volume of personal information that they are collecting and keeping is increasing with the information becoming, in many cases, a key business asset. This is an asset that can be exploited not just through increasingly sophisticated marketing operations but also through techniques such as “big data” analysis and the development of artificial intelligence. Institutions that understand their data protection obligations and seek to meet them in an intelligent way will be best placed to unlock the benefits of the personal data that they hold.

Allen & Overy LLP is an international law firm advising national and multinational corporations, financial institutions, and governments. Allen & Overy is one of the ten largest law firms in the world measured by revenue and is regularly listed as one of the most prestigious and elite law firms in the world.

To ensure that all participants have a base knowledge some articles will be circulated in advance. It is expected that all participants take the time to read through them. Everybody will have the opportunity to submit specific questions. This will allow A&O to prepare a presentation that relates to the audience. To ensure that we generate sufficient quality questions David Kruijff (davidkruijff@me.com), who will moderate the webinar, will set-up a slack group for the occasion which should stimulate the discussion.

Speaker: Nicole Wolters Ruckert, Allen & Overy’s

Nicole heads Allen & Overy’s Data Privacy team in Amsterdam and specialises in data protection, privacy and technology. She advices both local and international companies on an array of data protection matters ranging from data protection compliance, to assisting enforcement processes conducted by the relevant Data Protection Authorities and advising on new data-driven business models. An important part of her practice involves advising on the data protection implications of the GDPR and the e-Privacy Directive (or future e-Privacy Regulation) on technological developments like AI and Big Data. She has specific experience advising on the data protection aspects of marketing and online advertising (i.e. ad tech) and works across a range of business sectors including technology, media, telecom, retail, financial services and insurance. She started her career in 2004, after graduating cum laude from two Masters of Law at both the University of Amsterdam and the University of Antwerp.

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

5 things you need to know about mobile apps development (12/11/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video)

Using examples of mobile apps created by itCraft, the presenter will discuss the success and failure factors, technical and legal issues and payment systems. He will share how to assess the strengths and weaknesses of certain ideas, and what initial assumptions and knowledge are needed before investing any money in an idea of the app. Eventually, he will point out mistakes to be avoided.

During the webinar, the participants will be able to acquire answers to the following questions:

  • When can you build your Minimum Viability Product within days and when can you create a fully working system within 4 months?
  • Is it ok to create mobile app without defined business model?
  • Which payment system is best for mobile apps?
  • When is using maps in mobile apps not free?
  • Native apps vs. cross-platform development vs. web development?
  • Which came first: the chicken or the egg? Offer-demand problem in mobile apps and how to solve it?
  • How to position mobile apps high in Google Play and App Store searches?

Presenter: Karol Wegner, co-founder, itCraft

 

itCraft has been on the market since 9 years; it delivers native mobile applications and web solutions for a range of industries: healthcare, logistics, retail, m-commerce, fintech and others. itCraft employs over 40 developers, specialists in Java, Android & iOS, JS and UX/UI designers.

Prior to his current position, Karol was a Project Manager and a Technical Lead in software company providing enterprise solutions for banks and insurance companies. He has 13 year experience in creating many different mobile and web projects, also developing his own mobile apps startups.

 

Constant dripping wears the stone – Introduction to the power of content marketing
(19/11/2019)

 WEBINAR RECORDING – write an e-mail to Ewa Bańkowska at ewa@mfc.org.pl to get a link to the video!

Content is king – all around the same message. The webinar will explain the why and the how: the participants will understand the reasons for using the content in their marketing activities. They will get to know the basic rules on how to create content, that brings value to the potential clients. The webinar will list sample measures of content success. Last but not least, the participants will understand the need and ways of scaling and promoting the best pieces of their content.

Presenter: Łukasz Ciechanek, independent consultant

 

Throughout the professional career he has been developing online products for Bisnode, Netsprint Group, Acxiom and their clients. Evangelist of content marketing and native advertising in Poland. Co-founder and Vice president of Content Marketing and Native Advertising Task Force at Interactive Advertising Bureau (IAB). Long-term active member of IAB, since 2018 added to a prestigious group of IAB Poland Experts List. Alumn of Warsaw School of Economics and Brand Strategy School by Marketing Communication Association SAR.

 

Kickstarting your on-line sales channel (28/11/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video)

The goal of this webinar is to equip audience with enough knowledge to build and execute plan of launching on-line sales. You will know what minimum skill-base is needed, how to build it and how to secure BPC (Business Process Continuation). You will understand techniques, tools and technology – no rocket scientists required. You will also get clarity about reaching for allies on the market and how to effectively close ROI positive deals.

Bernard Gołko, independent consultant

 

Executive with a proven ability to develop and implement Digital Strategies. Have led key online initiatives for several major international financial organizations in Poland. Recognized on the market as expert in aspects of Digitisation and Process Reengineering. In 2009 created first on PL market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). Since 2016 Digital Director, CIO, CMO – Europe at international Private Equity Investment Fund and Management Board Member at the portfolio of companies. Independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development.

 

Free/discounted IT tools for non-profit (05/12/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video) 

More and more organisations offer free or discounted IT tools for non-profit organisations and the discounts can play an important role on your final choice. During this webinar, we will look into tools such as: G-Suite, Microsoft, Salesforce (Singlify), Trello, Hotjar, Google analytics, Google Digital Ateliers and Google Adwords. The discounts to access these tools can be dependent on your region and the legal status of your enterprise.

Presenter: Jente Minne, microStart

After his MSC in Industrial design and a specialization in microfinance at the European Microfinance Programme, Jente started working as a volunteer manager for microStart, the leader in professional microfinance in Belgium. As he was always passionate about IT-systems and digitalization, he became responsible for the digital transformation of microStart in 2016. His speciality is the selection of low-cost but efficient IT-tools and the implementation of an agile mindset in the organisation.
This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

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PSD2, the future of payments with Allen & Overy  (11/12/2019)

CLICK TO WATCH THE WEBINAR RECORDING (video)

The overall objective is to provide audience with a broad overview of the Payment Services Directive (2015/2366) or PSD II.

The webinar will present details on the regulations of the Directive itself including the scope and the new regulated services in comparison to PSD I: payment initiation and account information services. The (practical) consequences for banks and customers – client authentication, remote communication, information security – will be broadly discussed.The participant will hear also about the licencing process and the new entries to the regulated financial markets that we see. Finally the webinar will look onto market developments and key questions from clients that are received in the firm.

Presenters: Pien van Vliet & Joost Elsenburg, Allen & Overy

 

Pien is an associate in the International Capital Markets department and a member of our Financial Markets Regulation practice, with a particular focus on FinTech and payments. She advises financial institutions on financial regulatory matters, including MiFID II, PSD2 and licence applications. She has also experience in a wide range of international capital markets transactions. Pien joined Allen & Overy in 2018 after graduating from Leiden University and the Vrije Universiteit Amsterdam.

 

 

Joost specialises in international capital markets law with a focus on financial regulatory supervision. He advises both banks and companies on matters relating to market abuse, transparency requirements and compliance. In July 2008 Joost completed cum laude the Grotius course in Financial Law. Prior to joining Allen & Overy in 2008, Joost worked as a legal counsel of the Netherlands Authority for the Financial Markets (AFM). In his role at the AFM he advised the supervisory teams that approve prospectuses and perform the real -time monitoring of listed entities (market abuse and transparency requirements). In 2014 Joost left A&O to work for ABN AMRO Bank N.V. where he was member of the IPO team, that was responsible for the listing of ABN AMRO and he was the manager of the Capital Markets Team Legal. After the listing of ABN AMRO, Joost assisted in the listing (and sell downs) of several other companies where ABN AMRO had a role (e.g. Adyen, NIBC and Alfen) and was a member of the ABN AMRO Blockchain tribe. Joost rejoined in 2018.

 

Allen & Overy LLP is an international law firm advising national and multinational corporations, financial institutions, and governments. Allen & Overy is one of the ten largest law firms in the world measured by revenue and is regularly listed as one of the most prestigious and elite law firms in the world.

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Designing and positioning of successful web page for financial institution [track 2]

(04/02/2020)

CLICK TO WATCH THE RECORDING (video)

The webinar will discuss the design of the financial institution web page, which attracts the target audience. We will share the practical tips on how to understand what works and what does not work on your web page, and how to change it. We will also talk about ‘must have’ elements that appeal to users. In simple language we will talk also about optimisation of your web page for mobile phone users as well as about search engine optiomisation for better positioning of your MFI in Internet. BCRS from UK, with one of the most successful web pages, will share their know-how.

Presenter: Lauren McGowan, Digital Marketing Assistant

 

Looks after everything digital in the marketing department, key duties including websites and social media. Extensive knowledge on what makes a good website and key aspects to look out for. Taking lead in social media campaigns and implementing key media tools to drive traffic to the website to create quality leads and analyse how these leads convert to enquiries.

Sprint approach: Agile mindset and the Scrum framework [track 5]

(11/02/2020)

CLICK TO WATCH THE WEBINAR (video)

Agile and Scrum are the new buzzwords. But how can MFIs benefit from applying them? During this webinar we will focus on the features that can be useful for MFIs in implementing IT projects (like apps development or clients’ management platform) and in implementing other functional ideas (for example, communication strategy). We will also define the necessary conditions for financial institution to apply agile mindset or scrum methods. Additionally, we will capture some pitfalls while implementing Agile and key tips for writing user stories. microStart’s will share their practical experience.

Presenter: Jente Minne, microStart

After his MSC in Industrial design and a specialization in microfinance at the European Microfinance Programme, Jente started working as a volunteer manager for microStart, the leader in professional microfinance in Belgium. As he was always passionate about IT-systems and digitalization, he became responsible for the digital transformation of microStart in 2016. His speciality is the selection of low-cost but efficient IT-tools and the implementation of an agile mindset in the organisation.
This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Build an optimal scoring system based on your legacy data [track 4]

(18/02/2020)

CLICK TO WATCH THE WEBINAR (video)

During the webinar, the participants will learn why and how they can use their current and past client information for assessing new loan requests. We will explain the process of statistical regression which can be used to analyze available client’s data to build an optimized scoring system allowing further to increase speed of loan assessment and improve overall quality of portfolio. We will detail what resources and capacities are required from the institution to develop and sustain the loan scoring over time.

 

Presenter: Peter Hauser, Business and Finance Consulting

  • Senior Bank Advisor
  • Over 20 years of experience in analytics, credit scoring, MSME lending development, and financial institution due diligence
  • Specializing in the development and implementation of statistical credit scoring systems for banks and MFIs
  • Holds an MBA from Georgetown University
  • Speaks fluent English and Russian

Contact: hauser@bfconsulting.com

 

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

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Digitalizing internal communication [track 5]

(25/02/2020)

CLICK TO WATCH THE WEBINAR (video) 


No doubt effective internal communication is crucial for success of any FI – we have seen so many failures in operations due to information battle necks or neglecting the need for time spent on discussing the issues with field staff or middle management. At the same time, effective communication becomes a challenge in large institution, well spread geographically. Crystal from Georgia did more than that while applying one solution. This webinar will showcase how digital solution can be effectively used for team meetings, credit committee meetings, client due diligence, trainings. Crystal  will share their experience with applying Microsoft 360 to communicate, share work on documents on-line, digitalize back office support to field staff and improving communication in areas of risk, HR, control and other. The presentation will cover the results of going through a major internal change in this 1000 employee MFI.

Presenter: Beka Tsitskishvili, Crystal CIO

 

 

Joined “CRYSTAL” as position of CIO in May 2018, responsible for company’s information systems strategy, digitalization, development and creation of business values through technology. With more than 15 years’ experience in financial sector and international companies

 

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Digital capabilities for MFIs to succeed in digital era [track 5]

(10/03/2020)

CLICK  TO WATCH THE WEBINAR (video)

We keep on hearing microfinance needs to change and adapt in order to keep up with the fast changing digitalising world. This webinar will discucc the key capabilities you need to have as an MFI in order not only to survive, but to succeed. We will define the key roles you need to ensure among the staff, to bridge the generation gap. We will identify the key elements needed for building digital culture in an MFI.

Presenter Jarek Dmowski, independent consultant

Jarek Dmowski is a senior executive currently independently helping large organizations and startups to define and implement Digital Strategies. Previously, Jarek served as the Chairman of the Supervisory Board of Netsprint Group (adtech/digital solution company) and as a Partner and Managing Director at Boston Consulting Group. Before BCG, Jarek spent 5 years as M&A investment banker (at ABN AMRO Corporate Finance). Jarek holds Masters in Finance & Banking and Quantitative Methods & Information Systems (2000).
He worked among others with BCRS from UK, Crystal from Georgia, and KMF from Kazakhstan.

 

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

MFI in social media: good practice in BCRS [track 2]

(17/03/2020)

CLICK TO WATCH THE WEBINAR (video)

How can your MFI use social media for new clients on-boarding or engaging with existing clients? This webinar will discuss the experience of BCRS from UK in using Twitter and LinkedIn to engage with clients and network of agents. You will learn how they choose the channels, as well as when they decide to post the content. You will get insights how BCRS creates customer stories and videos, as well as how they use content marketing through the blog writing. We will not forget about measuring efficiency with some specific numbers

Presenter: Lauren McGowan, Digital Marketing Assistant

 

 

Looks after everything digital in the marketing department, key duties including websites and social media. Extensive knowledge on what makes a good website and key aspects to look out for. Taking lead in social media campaigns and implementing key media tools to drive traffic to the website to create quality leads and analyse how these leads convert to enquiries.

 

 

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Open Banking, Open APIs, and Open architecture [track 5]

(24/03/2020)

CLICK TO WATCH THE WEBINAR (video)

Opening the “open” – during the webinar, we will unpack the concept of “Open” banking, “Open” APIs, “Open” architecture. The webinar will help key decision makers in the financial institution discuss strategic decisions related to investment into information systems and software. We will explain how financial institution can easily incorporate external data into its own MIS, for example from credit bureau, registry office or a bank used by client, due to open architecture. We will also discuss, how open Application Programming Interface can help connecting two different software, limiting the necessary investment into adopting the information systems used in MFIs. The webinar will help you understand and communicate with IT managers and providers.

Presenter: Alexis Lebel, Chief Executive Officer at OpenCBS

Alexis LEBEL started his career as an auditor with KPMG in the financial services industry. In 2004, he joined an international NGO in Afghanistan, where he worked on a World Bank financed community mobilization and local governance programme. He subsequently specialised in microfinance and spent a further four years in Afghanistan where he started the greenfield microfinance institution OXUS, now one of the market leaders in the country. This is the time when, with a handful of other passionate people, he started to work on Octopus, the ancestor of OpenCBS, which originally was developed for the OXUS network of Microfinance Institutions.

After 2010 he worked in China, Rwanda, Liberia, Azerbaijan, Tajikistan and Afghanistan as a consultant on technical assistance projects in microfinance and SME finance. In 2013, together with most of the team which used to develop Octopus, he co-founded OpenCBS, which has now become a successful technology company developing an Open Source Core Banking Software for banks and microfinance institutions. He is CEO of the company since October 2015.

OpenCBS is Fintech company offering an Open Source Core Banking System as well as other value-added solutions for the financial services industry: a Tablet application for eKYC, Digital Field Application and appraisal, and a Loan Origination Solution. OpenCBS products are ready for Open Banking and based on Open APIs. As one of the few social businesses operating in Fintech, OpenCBS proposes very affordable products for all types of financial institutions. Contrary to other software providers, OpenCBS does not make users hostage but rather works with them as partners: they are involved in the design of the roadmap, they are welcome to suggest improvements and they are encouraged to team up together in order to share development costs. Over the past few years, OpenCBS has been growing with its clients and has continuously developed its technical platform using agile methodology. This community-based approach has served OpenCBS well: the platform is now used by 20 paying clients and over 160 free users, mostly microfinance institutions, social lenders, credit companies and banks in developing countries, impacting above 400,000 end-clients. By offering an affordable and simple platform that allows institutions to provide financial services in a transparent and efficient manner, OpenCBS contributes actively to financial inclusion and responsible financial services.

Customer digital behaviour [track 1]

(31/03/2020)

 WEBINAR RECORDING – write an e-mail to Ewa Bańkowska at ewa@mfc.org.pl to get a link to the video!

Do you wonder how to communicate with Millennials (generation Y), and generation Z? Join us for the webinar, that will discuss the differences between the two generations and their impact on your digital communication with them. Learn how to speak their language. Get inspired with practical cases and tips.

Presenter: Łukasz Ciechanek, independent consultant

 

Throughout the professional career he has been developing online products for Bisnode, Netsprint Group, Acxiom and their clients. Evangelist of content marketing and native advertising in Poland. Co-founder and Vice president of Content Marketing and Native Advertising Task Force at Interactive Advertising Bureau (IAB). Long-term active member of IAB, since 2018 added to a prestigious group of IAB Poland Experts List. Alumn of Warsaw School of Economics and Brand Strategy School by Marketing Communication Association SAR.

Google Analytics: How to Measure the Success of your Marketing

(21/04/2020)

CLICK TO WATCH THE WEBINAR (video)

The webinar will provide an overview of Google Analytics – a free web analytics tool, which helps monitoring your website traffic. This monitoring is a key for deeper understanding of microfinance clients digital behavior on your web page and thus allows identifying growth opportunities. During the webinar, we will discuss the following topics:

– Overview of Google Analytics functionalities

– Key things to set it up correctly on your website

– How to read the statistics and how to share the data with relevant department

– How to track the success of your marketing channels

 

Presenter: Nadia Szypilow, independent consultant

 

 

As an experienced digital marketing expert, Nadia has worked across multiple marketing disciplines in various sectors: e-commerce, microfinance, IT. She stepped into digital world in 2005 working for web analytics tools developer, holding multiple lectures about effective usage of web analytics tools at conferences or as an invited lecturer at the SGH Warsaw School of Economics. Last 10 years she has been working as a digital consultant in several e-commerce projects, using her knowledge of web analytics tools in practice. As MFC Communication Manager (2018-2019) Nadia had a deep dive in to the microfinance sector and gained good understanding of the background and challenges related with digitalization for microfinance practitioners

 

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Building landing pages for MFIs

(27/04/2020)

CLICK TO WATCH THE WEBINAR (video)

Landing page of your product is a door step to your client experience with your institution. This webinar will inspire MFIs about building successful landing pages. We will talk about the role of landing page in an MFI and the key principles to design a good landing page focused on conversion of leads. We will discuss which visual elements make the lending page persuasive. We will explain wireframes and eventually we will unpack the A/B testing.

Speaker: Marina Shideroff, Fram, Founder & Chief Design Officer

 

 

 

Marina Shideroff is the Founder and Chief Design Officer at Fram, a next-gen design company that specialises in smart design solutions for businesses in the digital era. As a seasoned design strategist and consultant, Marina’s mission is to help brands navigate steadily through the stormy waters of great design that simultaneously reflects the dynamics and trends in the digital environment and achieves outstanding business results. That is what Fram is all about: moving forward, in Norwegian. With a strong focus on UX/UI design for SaaS, web, mobile and digital products, Fram’s portfolio showcases great examples of brand and corporate identitiies, design for websites, mobile, apps, icons, digital and marketing campaigns, corporate and public events. Fram confidently integrates innovative and new technology, including AR/VR, in designing a seamless brand experiences for its clients.

FRAM's operations

FRAM's operations

Fram has unmatched experience in designing for the FinTech Industry, both for disrupters (block chains, crypto and ICO), and established players (digital payments, e-commerce), the IT and the start-up sectors, as well as for the more traditional companies and brands that want to enhance and grow their digital presence and explore new opportunities in developing digital pre. Marina has a broad experience, both on the Bulgarian and the international markets, with strong exposition towards Germany, France and Switzerland, as well as Far East Asia. Major clients include Bauhaus, Bayer, Arvato, Trelleborg, Air Liquide, Thales, PWC, Good Year, Forbes, Herbalife, Bulpros.
This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

Key digital trends in the financial sector [track 3]

(28/04/2020)

CLICK TO WATCH THE WEBINAR (video)

This will be an update on key trends in financial sector – we are going to discuss the latest developments in use of digital solutions by various financial institutions from around the world. We are going to discuss the case studies of digital-only financial institutions; the customers preferences towards mobile applications allowing financial operations in their mobile phone, including the mobile payments. Last but not least we are going to touch upon robotic process automation (RPA) in financial institutions. With all this, we will try to look into the future, to predict the nearest outlook of the financial sector and discuss, which of the trends will impact microfinance.

Presenter: Karol Wegner, itCraft

 

itCraft has been on the market since 9 years; it delivers native mobile applications and web solutions for a range of industries: healthcare, logistics, retail, m-commerce, fintech and others. itCraft employs over 40 developers, specialists in Java, Android & iOS, JS and UX/UI designers.

Prior to his current position, Karol was a Project Manager and a Technical Lead in software company providing enterprise solutions for banks and insurance companies. He has 13 year experience in creating many different mobile and web projects, also developing his own mobile apps startups.

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.

 

Leveraging Robotic Process Automation (RPA) in microfinance

(05/05/2020)

CLICK TO WATCH THIS WEBINAR (video)

Robots are no longer about the future. A quiet revolution has been happening for years. More and more intelligent machines and industrial robots are capable of performing routine tasks faster and more efficiently than humans; as a result, they replace millions of workers in manufacturing, logistics and transport. Even in the industries like financial services, many tasks are taken over by algorithms and smart machines. From the employee perspective, the Robotic Process Automation is often recognised as a threat. On the other side, it helps decreasing costs and increasing revenues. Research has shown that one robot can substitute six employees on average. This webinar is focused both on understanding the RPA trends and on particular usage financial services. We are trying to answer the question how and to what extent can microfinance use RPA?

Presenter: Bernard Golko, Independent consultant

 

 

Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

 

Your Mobile Brand Experience – Becoming Clients’ Friend and Advisor Through Mobile Presence 

(12/05/2020)

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Talking about digitalisation since at least 10 years, many companies and brands haven’t noticed that the human experience simply got mobile in so many aspects of our lives. In this webinar, we are presenting inshights on people’s behavior related to sales of products and services via mobile channels, developing applications and optimizing the communication with customers, and surfing habits related to the smallest screen (mobile phone). We are sharing on how people use mobile internet and apps in Central and Eastern European countries. We are discussing how desktop internet experience differs from what do we watch, read, play and how do we interact using our phones. Eventually, we are providing tips on how to improve your mobile presence in couple of simple steps. The webinar provides you with the opportunity to get to know the case studies from market leaders, including financial sector. You will also get a chance to receive feedback on your website, search engine and social media presence in terms of its mobile potential.

Presenter: Marta Klepka, Independent consultant

 

 

Marta has over 10 years of experience as B2C and B2B marketer and business developer in fast-growing, innovative companies from FinTech, e-commerce, media agency and MarTech industries. Her professional passions are digital & mobile communication and technology. She is a data person using insights and business intelligence to set measurable goals, make informed decisions and even to tell brand stories.
Her career started in Gemius, international marketing technology and research agency, where with the team of over 20 sales and marketing specialists she developed the company presence from 3 to 18 markets. Afterwards she worked with Publicis agencies: ZenithOptimedia, Starcom and VivaKi to enhance key customers’ portfolio with online campaigns and develop e-marketing skills in the CEE region. Later on she has moved to the client side and led marketing and e-commerce and raised awareness of Audioteka – the company producing and selling audiobooks on 15 markets. In 2018 she joined a FinTech company, TMS Brokers. For couple of years she consults small and medium-size businesses regarding their digital strategies and presence.
Marta shared her experience presenting and taking part in the debates on nearly 50 marketing events in Europe. Privately she is a happy mum of 2 kids, ecologist and evangelist of a personal development. She loves life and needs to learn new things all the time.

 

GoogleAds basics – how to get it right?

(19/05/2020)

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GoogleAds is the most accesible and basic form of online advertising. The webinar presents the basic principles of using GoogleAds, that will help you optimise your investment into online marketing. We are listing types of ads in Google inventory and their uses in the context of microfinance. We are talking about selecting relevant keywords for financial sector and rules of setting up first advertising campaigns. We are also covering the legal constrains for financial institution advertising, depending on their legal status. This webinar precedes the discussion about Google Display Network, scheduled for 09.06.2020 (see below).

Presenter : Artur Podgórzak, Independent Consultant

Artur, as an expert in performance marketing and client onboarding, has co-created multiple paid marketing strategies within different B2B and B2C market segments with variety of media budget sizes. Managing 7 digit budgets he learnt best practices in terms of marketing strategies, online customer behavior and lead generation, which can be successfully implemented in business of any size. Currently he leads the implementation of advanced customer onboarding strategy in top European B2B Start-up, selling its product in 26 countries world-wide. Working with Google products on daily basis, he is always up to date with newest quirks and features. Personally pasisionate about social media’s impact on society, mobile apps and fintech. Believes that future of financial services is digital.

Payments trends shaping future

(26/05/2020)

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The webinar starts with overview of trends in the payment methods, while identifying the key drivers for change and its main players. We are talking about payments potential uses for disbursement of loans and collection of installments by MFIs. Next, we are focusing on influence of generation Z on payment methods, covering customer experience and biometric authentication evolution – we are answering the question about future of the payment cards. Eventually, we are touching upon privacy and security and network tokenisation. All this illustrated with examples.

Presenter: Bernard Golko, Independent consultant

 

 

Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

Programmatic Digital Advertising explained: what it is and why you should use it?

(2/06/2020)

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Programmatic advertising is a powerful method to reach prospects and clients in a quick and precise way. Currently, it is mostly used in buying and selling online ads. However, it is also applicable for TV and audio campaigns, although not on such a scale. As a complex phenomenon, it is one of the most misunderstood and misinterpreted terms by marketers, but at the time, the fastest-growing segment of the digital display advertising marketplace. How is this possible? Join us on this webinar and get to know: what Facebook and Google have in common with programmatic? Is programmatic always automatic? What is the role of real-time bidding (RTB) in the programmatic buying and selling ecosystem? Our expert will explain three main components of getting your programmatic strategy right: technology, data, and knowledge. We will go through case studies of successful campaigns and point out possible scenarios of its practical use for MFIs.

Presenter: Marta Klepka, Independent consultant

 

Marta has over 10 years of experience as B2C and B2B marketer and business developer in fast-growing, innovative companies from FinTech, e-commerce, media agency and MarTech industries. Her professional passions are digital & mobile communication and technology. She is a data person using insights and business intelligence to set measurable goals, make informed decisions and even to tell brand stories.
Her career started in Gemius, international marketing technology and research agency, where with the team of over 20 sales and marketing specialists she developed the company presence from 3 to 18 markets. Afterwards she worked with Publicis agencies: ZenithOptimedia, Starcom and VivaKi to enhance key customers’ portfolio with online campaigns and develop e-marketing skills in the CEE region. Later on she has moved to the client side and led marketing and e-commerce and raised awareness of Audioteka – the company producing and selling audiobooks on 15 markets. In 2018 she joined a FinTech company, TMS Brokers. For couple of years she consults small and medium-size businesses regarding their digital strategies and presence.
Marta shared her experience presenting and taking part in the debates on nearly 50 marketing events in Europe. Privately she is a happy mum of 2 kids, ecologist and evangelist of a personal development. She loves life and needs to learn new things all the time.

Introduction to Google Display Network

9 June 2020, Tuesday, 11:00-12:00  (Warsaw, Amsterdam, Sarajevo)

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The webinar explains what Google Display Network is and its basic functionalities. We are discussing the benefits and costs related to its use, as well as provide general rules and conditions, under which small and medium MFIs should use it for effective outreach to clients. Among others, we are reviewing the types of campaigns and their structure. As the proper targeting is key to success, we are unpacking the details how to do it right to succeed. We are providing tools for your staff to define criteria for targeting. Last but not least, we are talking about the right marketing towards those users, who have already visited our web page (remarketing).

Presenter : Artur Podgórzak, Independent Consultant

Artur, as an expert in performance marketing and client onboarding, has co-created multiple paid marketing strategies within different B2B and B2C market segments with variety of media budget sizes. Managing 7 digit budgets he learnt best practices in terms of marketing strategies, online customer behavior and lead generation, which can be successfully implemented in business of any size. Currently he leads the implementation of advanced customer onboarding strategy in top European B2B Start-up, selling its product in 26 countries world-wide. Working with Google products on daily basis, he is always up to date with newest quirks and features. Personally pasisionate about social media’s impact on society, mobile apps and fintech. Believes that future of financial services is digital.

 

Social media effective play

16 June 2020, Tuesday, 11:00-12:00 (Warsaw, Amsterdam, Sarajevo)

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This webinar discusses very practical issues related to MFI’s presence in social media. We are talking about various strategies, which depend on availability of staff, marketing budget (including small institutions, where there are no dedicated resources. We are discussing tricks and tips for no-budget online advertising and effective grow of followers, relevant to MFI’s business. We are reviewing changes in social media trends caused by Covid19 crisis. Eventually, we are again touching upon setting and monitoring of KPIs.

Presenter: Nadia Szypilow, independent consultant

 

 

As an experienced digital marketing expert, Nadia has worked across multiple marketing disciplines in various sectors: e-commerce, microfinance, IT. She stepped into digital world in 2005 working for web analytics tools developer, holding multiple lectures about effective usage of web analytics tools at conferences or as an invited lecturer at the SGH Warsaw School of Economics. Last 10 years she has been working as a digital consultant in several e-commerce projects, using her knowledge of web analytics tools in practice. As MFC Communication Manager (2018-2019) Nadia had a deep dive in to the microfinance sector and gained good understanding of the background and challenges related with digitalization for microfinance practitioners

SEO for Microfinance – optimise for success!

23 June 2020, Tuesday 11:00-12:00, (Warsaw, Amsterdam, Sarajevo)

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SEO is one of the best long-term client acquisition strategies to ensure sustainable growth of your business. Both SEO and the user experience go hand in hand. Headings and easy navigation allow both users and search engines to find information and understand your content. As one of the key area of your activity in Internet, SEO requires continuous involvement of the team and long-lasting improvement plan. Such an investment, once properly executed, effects in increase of loyal customers, enhanced visibility within the competitive scope and happy CFO – since it brings up sales in ROI-positive way. During this webinar you will learn:

• why SEO complements Microfinance Marketing strategy
• how to start applying Pareto rule and enforcing focus on ROI
• who in your company should take the responsibility and what skills are required to ensure the success
• what market trends are shaping the future of SEO We will touch base on the tools and metrics necessary to apply before we execute the SEO development plan.

Last but not least we will discuss real-life cases and understand both pitfalls and best white-hat practices.

Presenter: Bernard Golko, Digital market expert

 

 

Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

Native ads – smart, easy and cost effective alternative for Google and Facebook

30 June 2020, Tuesday, 11:00-12:00, (Warsaw, Amsterdam, Sarajevo)

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Native advertising can help you get more leads or visits than Google or Facebook, at a lower cost. The webinar discusses this alternative method of online outreach to clients, by explaining what it is and how exactly the leads are generated. We are covering tips and tricks you must remember to boost efficiency of native ads. The participants will get the basic understanding, allowing them to start working with native ads immediately.

Presenter: Łukasz Ciechanek, independent consultant

 

Throughout the professional career he has been developing online products for Bisnode, Netsprint Group, Acxiom and their clients. Evangelist of content marketing and native advertising in Poland. Co-founder and Vice president of Content Marketing and Native Advertising Task Force at Interactive Advertising Bureau (IAB). Long-term active member of IAB, since 2018 added to a prestigious group of IAB Poland Experts List. Alumn of Warsaw School of Economics and Brand Strategy School by Marketing Communication Association SAR.

The mystery of UX/UI unfold

7 July 2020, Tuesday, 11:00-12:00

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Throughout discussions about digital transformation, we keep on hearing UX/UI is a key to success in digital presence. The effectiveness of our online existence depends on quality of user experience (UX) and user interface (UI). What are we actually talking about? This webinar unpacks what User Experience really is. It provides review of methods you can use to develop your services in the way they match clients digital expectations and preferences. We discuss the new approach to product and service development, that address people’s digital behaviors – about design thinking and design sprints. The webinar reviews the trends in design of UX/UI from the perspective of financial institution.

Presenter Bartosz Narzelski, Independent Consultant

 

 

Bartosz Narzelski is Service & Product Designer with strong communication mindset. He facilitates the design strategy implementation in teams, which work on developing and validating business ideas by prototyping. He lectures on tools that help designing innovation and team building in one of the Polish universities.

As a strategist and service designer he worked for digital agencies and their clients coming from different sectors: business, public and non-government organizations.

An evangelist of Agile methodology and service design methods – one of the best way to solve complex problems. Privately he is a fan of alternative education and LEGO, stealing them from his three kids.

 

How to start digital transformation in an MFI

14 July 2020, Tuesday, 11:00-12:00

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Digital transformation offers many opportunities to MFIs in terms of improving outreach and efficiency. So many, that one needs to carefully decide, where to start. Otherwise random digitalization may cause inefficient investments and frustration from ineffective solutions. This webinar will help you design a roadmap for digital transformation: it will present a process for identifying the digitalization needs at the level of clients and the microfinance institution; it will provide tips for prioritizing the actions and planning the activities. We will also present some ready to use tools, that help MFI team in taking the right decisions. The webinar is based on practical experience of microStart (link) from Belgium and the Microfinance Centre. The webinar should be attended especially by key decision makers and people responsible for the process of digitalization.

Presenter: Jente Minne, microStart & Justyna Pytkowska, Microfinance Centre

 

 

Justyna manages research projects and is the author of the annual publication on the state of microfinance industry in Eastern Europe and Central Asia. She also conducts market research studies in the demand for microfinance products (credit, savings, microinsurance), access to finance and the use of financial services, indebtedness, using a variety of research techniques (focus group discussions, in-depth interviews, questionnaire-based surveys).

She has 20 years experience working in development in Eastern European countries and the Commonwealth of Independent States and 12 years experience in conducting microfinance research. This includes hands-on experience in conducting qualitative research and quantitative data analysis using statistical software, writing and publishing articles on the state of microfinance in the region.

 

 

 

After his MSC in Industrial design and a specialization in microfinance at the European Microfinance Programme, Jente started working as a volunteer manager for microStart, the leader in professional microfinance in Belgium. As he was always passionate about IT-systems and digitalization, he became responsible for the digital transformation of microStart in 2016. His speciality is the selection of low-cost but efficient IT-tools and the implementation of an agile mindset in the organisation.

InsurTech for Microfinance 

8 September 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

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Technology is a key enabler for pushing the boundaries towards new distribution models, on demand services and unprecedented level of customer interaction. Sheer scale is no longer the only way to build a market and to become profitable: it’s increasingly about granular data & real time insight. The insurance sector shows similar trends. The increased availability of data and the lower costs of digital distribution enables new, affordable insurance and risk management solutions to be created that contribute to closing existing protection gaps. This webinar will provide you with an overview of trends & developments in the global Insurtech ecosystem. New innovative insurance solutions like on demand, parametric, inclusive or micro-insurance products will be introduced, and we will explore how these new concepts are of value to microfinance institutions. What are the key technologies that should be on your radar? What are some of the most inspiring innovations? What can microfinance organisations learn from the collaboration between insurance companies and startups?

Presenters:

Don Ginsel, Founder of Holland FinTech

Don Ginsel is a Civil Engineer and former banker at ABN AMRO and Deutsche Bank. After leaving banking for Venture Capital, the innovative power of technology and start-ups drove him to choose the startup side for a while. He has since been active as entrepreneur, investor and as mentor and coach through several accelerators and incubators.

He founded Holland FinTech in 2014, currently the largest financial innovation ecosystem in Europe, aiming to use the momentum in the financial industry, to change it for the better. Holland FinTech has built a strong knowledge base through research and insights gained through the enormous network of change agents that tie strongly into the financial industry across Europe. Working through a program for collaboration, transformation and impact, Holland Fintech offers its vast network of over 500 member companies a unique advantage to be part of the future of the financial industry and drive forward the digital economy.
See also: https://hollandfintech.com. Don is active as entrepreneur and board member in several initiatives that are driving forward digital transformation and building innovation ecosystems across the world.
For more information about Don, please see: Don’s LinkedIn Profile

Onno Bloemers, Partner at First Day Advisory Group

Onno Bloemers has a broad experience as an insurance innovator. He is a strong advocate of the idea that the future of insurance lies in a shift from managing policies towards managing risks. This means augmenting traditional policy solutions that do not actively contribute to safety and customer engagement with new technologies and services that do. Reinventing how we manage risks & safety, so to speak. Over the past decade, Onno has worked with leading insurers and Insurtechs implementing these concepts. And while technology & data are crucial to make this happen, this is first and foremost about building awareness and the ability to effectively change, on both an organisational and an individual level. Onno is one of the founding partners of First Day Advisory Group, helping organisations in their search for future-proof, sustainable business models and contributing to their successful realisation.

For more information about Onno, please see: Onno’s LinekdIn Profile

Artificial Intelligence State of Tech 

15 September 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

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The webinar explores the state of tech and importance of Artificial Intelligence for finance. We are reviewing all the elements of AI landscape, providing examples from financial sector. We are touching upon machine learning, block chains, and all sorts of algorithms leading to automating credit scoring or fraud detection, and more. This webinar will be followed by the one on October 6th, with even deeper dive into application for microfinance.

Presenter: Don Ginsel

 

Don Ginsel is a Civil Engineer and former banker at ABN AMRO and Deutsche Bank. After leaving banking for Venture Capital, the innovative power of technology and start-ups drove him to choose the startup side for a while. He has since been active as entrepreneur, investor and as mentor and coach through several accelerators and incubators.

He founded Holland FinTech in 2014, currently the largest financial innovation ecosystem in Europe, aiming to use the momentum in the financial industry, to change it for the better. Holland FinTech has built a strong knowledge base through research and insights gained through the enormous network of change agents that tie strongly into the financial industry across Europe. Working through a program for collaboration, transformation and impact, Holland Fintech offers its vast network of over 500 member companies a unique advantage to be part of the future of the financial industry and drive forward the digital economy.
See also: https://hollandfintech.com. Don is active as entrepreneur and board member in several initiatives that are driving forward digital transformation and building innovation ecosystems across the world.
For more information about Don, please see: Don’s LinkedIn Profile

Mobile only loan process – KMF experience 

22 September 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

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KMF is the largest MFI in Kazakhstan, with ca. 220,000 clients and 300 mn USD in portfolio. In 2014, KMF launched a mobile application for Loan Officers, allowing them to enter data in real time and receive an initial scoring of a client on clients’ spot. In 2019, they launched a mobile application for clients, through which clients can apply for all types of loans, and sign the loan agreement also online. For consumer loans, the whole process is completely mobile, without necessity to meet a Loan Officer or visit a branch.

During the webinar, KMF will share its experience in designing and implementing their mobile app. They will talk about client mobile identification, mobile scoring, as well as successes and challenges related to implementation of the app at the client and staff level.

Presenter: Oxana Bukhtiyarova, Innovative Solutions Department Manager KMF

 

 

 

 

Oxana is a graduate of the University of International Business in Almaty with over 18 years of experience in microfinance sector. She joined KMF in 2002, starting as Loan Officer and building her career up to heading Innovative Solutions Department as its Manager. Her department is responsible for developing fast and high-level service for customers, mobile app, and in-demand and competitive products.

Marketing automation in MFIs 

29 September 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

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Marketing is one of the business areas where robots have been increasing productivity for some time already. Marketing automation solutions manage processes and multifunctional campaigns, across multiple channels of communication… automatically. Such tools make the campaigns more accurate, generate better leads, and achieve greater return on investment (ROI). Equipped with AI (artificial intelligence) engines and connected to our CRM, the marketing automation empowers the field staff with the possibility to massively address a huge number of clients with tailor-made offers. It boosts loyalty, NPS (net promoter score) and revenue. It helps to win-back the customers and acquire new ones.

In this webinar we will explain - click here to discover more

In this webinar we will explain - click here to discover more

• What are the benefits of the introduction of marketing automation in a Microfinance institution?

• How do you make the best use of marketing automation tools?

• What processes we can and should automate?

• What key functionalities of automation we should look for?

• Why it is worth to use it by field staff?

• What prerequisites do we need before we go for marketing automation?

• How to integrate the system with CRM, and other systems?

• How to create a buy-in effect with the low hanging fruits?

• How to measure success and what are the reporting capabilities?

• What are the best practices and common pitfalls?

We will also discuss current trends and the future of marketing automation. We will also touch upon the impact on the team: does it replace people in the marketing department or rather does it empower them to transcend and become an even more valuable asset for the company.

Presenter: Bernard Golko, Digital market expert

 

 

Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

Artificial Intelligence for Microfinance 

6 October 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

Having introduced the AI landscape in the previous webinar (September 15th), in this webinar we are focusing on applying AI in Microfinance. We will dive into two cases of financial institutions. The first case covers the use of data in physical documents for further digitization and analysis. Especially in a world where paperwork and document control plays an important role, is the technology to bring that information into the digital world essential to be able to move on and digitize operations overall. The second case focuses on fraud prevention around payments and transactions, as well as customer behaviour analysis for a portfolio quality.

Presenters:

Don Ginsel, Founder, Holland FinTech

 

Don Ginsel is a Civil Engineer and former banker at ABN AMRO and Deutsche Bank. After leaving banking for Venture Capital, the innovative power of technology and start-ups drove him to choose the startup side for a while. He has since been active as entrepreneur, investor and as mentor and coach through several accelerators and incubators.

He founded Holland FinTech in 2014, currently the largest financial innovation ecosystem in Europe, aiming to use the momentum in the financial industry, to change it for the better. Holland FinTech has built a strong knowledge base through research and insights gained through the enormous network of change agents that tie strongly into the financial industry across Europe. Working through a program for collaboration, transformation and impact, Holland Fintech offers its vast network of over 500 member companies a unique advantage to be part of the future of the financial industry and drive forward the digital economy.
See also: https://hollandfintech.com. Don is active as entrepreneur and board member in several initiatives that are driving forward digital transformation and building innovation ecosystems across the world.
For more information about Don, please see: Don’s LinkedIn Profile

 

Nitin Purwar, Senior Functional Architect at UiPath

Strategy and Transformation professional with a rich experience of managing strategic projects/programmes in different work streams in BFS viz., Retail, Wholesale Banking, Regulatory, Compliance, Technology, Operations, Offshoring, Process Modelling, HR. He is a robotics process automation and machine learning technology enthusiast and has led large scale global engagements across Asia Pacific, Europe, Americas and Middle East making him well-equipped to champion ambitious and innovative banking transformation initiatives. He is currently leading UiPath’s Banking & Capital Markets intelligent automation solutions. This includes enabling UiPath’s banking clients to automate their operations using multiple levers – RPA/OCR/ML. Nitin has also authored multiple blogs and whitepapers in the areas of digital transformation and automation in BFS.

UiPath helps organisations around the world to efficiently automate business processes and thus improve business productivity and efficiency, employee engagement, and customer experience.

Introduction to Data Management Platforms 

13 October 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

Data is the real currency of the 21st century and becomes a vital force driving profit margins. Investing in Data Management Platforms (DMP) is no brainer. The DMP serves as the nervous system for an organization’s digital ecosystem. DMP helps to unify, understand and unlock the value of multiple streams of data, uncover and develop target audiences, and reach the segments of interest and lookalikes with hyper-personalized messaging in real-time across the digital ad ecosystem. DMP enables you to deliver consistent and personalized experiences to your clients and prospects not just via Programmatic, Paid Search, and Paid Social, but also via email, on your website, and even in-store or through customer service lines. During the sessions you will learn:

• why is it worth for MFIs to invest in DMP technology?
• how to generate undisputed revenue?
• what solutions you should take under consideration?

Furthermore, we will explain:
• how to integrate DMP with your digital ecosystem?
• what prerequisites are key for proper DMP deployment?
• what skills are required to make it happen?

We will also discuss the latest DMP trends, best practices, and common pitfalls you should avoid.

Presenter: Bernard Golko, Digital market expert

 

 

Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

Review of apps improving work efficiency in an MFI

20 October 2020, 11:00 CET  (Warsaw, Amsterdam, Sarajevo)

Digitalisation of daily work in an MFI can imprve efficiency, and this can be done without large investments into tailored systems. Moreover, many improvements can be implemented free of charge. This webinar will review the available free of charge or with small monthly fee the applications and solutions, which can improve team work, communication within the organization, monitoring of field staff work, lead nurturing, documents sharing and their security. We will also touch upon some golden rules of digital work, which help humans safly and healthy live in virtual world.

Presenter: Etienne Mottet, Independent Consultant

Etienne Mottet is an MIS Senior Expert. He has 13 years of experience in development of technology strategies for microfinance institutions, as well as structuring and supervising MIS units. From 2007 to 2013, He has worked at OXUS Development Network as Operations Expert for the entire Group, as well as serving as Chief Technical Officer (CTO) in Kyrgyzstan and as Chief Operations Officer (COO) in Afghanistan. In his capacity of CTO, he has managed teams of software developers and business analysts, and initiated the institution’s transition to SCRUM development methodologies. After leaving OXUS, Mr. Mottet has co-founded a start-up called OPENCBS where he oversaw the development and implementation of an open-source software or financial institutions. Mr. Mottet joined Buiness and Finance Consulting in 2015 as Head of Innovation. In August 2020, Mr Mottet supported Patria Credit Romania in the planning of their digital transformation and the upgrade of their loan management technologies. Beside Microfirnance, Mr Mottet is collaborating with Sviteco, a Ukrainian based company specialized in connected objects and energy optimization for which he supports the international business development. Mr. Mottet holds a Master in Management and Civil Engineering. He is fluent in French and English, and speaks fair Russian.

The webinars have received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult: http://ec.europa.eu/social/easi
The information contained in this webinar does not necessarily reflect the official position of the European Commission.