Expert Briefings

Engaging and insightful (online) Briefings on the most relevant topics of the Banking and Insurance industry.

In line with the aim of supporting global community to keep up with the trends in the market and to provide insights on what their peers are achieving globally.

Qorus offer their members two virtual expert briefings annually to address key challenges institutions are facing from the list of pre-selected topics trending in the market, which will be delivered by our panel of Senior Advisors.

Expert briefing is an hour long session held using Microsoft Teams, which includes a presentation on the selected topic followed by an interactive Q&A session. It is an engaging and insightful look at the most relevant questions in the industry.

We focus on

Digital transformation

Talent management

Reskilling and upskilling your people

Customer experience

Expert Briefings 2025

Climate Scenario Analysis & Stress Testing

Available in English
  • Vanilla (BAU) Scenario analysis vs Climate scenario Analysis
  • Climate scenarios & NGFS
  • Climate Stress Testing regulations
  • Climate Stress Testing process
  • Climate Stress Testing methodology example and demo

Climate Strategy & Portfolio decarbonization & Transition Planning

Available in English
  • Optimal Climate / Sustainability / ESG strategy consideration
  • Sustainable Finance opportunities
  • Organization models
  • GFANZ and portfolio decarbonization guidance
  • Transition planning regulations & disclosures (TPT)

The Difficulties & Imperatives of Leadership in The Digital Age

Available in English
  • Understanding the evolution of business models from product-sheet centric to customer-centric to relationship-centric
  • Using data, social context, and game theory to influence customer and employee behavior
  • Understanding changes in behavior & difficulties with engagement in the workforce
  • Understanding how leaders must evolve together with business models

Strategy & Transformation Management

Available in English
  • Designing and managing change/transformation programs
  • Different strategic approaches to managing transformations
  • Development cycles and business model evolution
  • Best practices to respond to rapidly changing environments
  • Guiding change and building a responsive organizational culture

AI won't transform your bank — your people will

Available in English

Are your teams ready to lead with AI?

  • Beyond technology - why your workforce is the ultimate catalyst for AI success
  • What some banking leaders did right, and what can you learn from them
  • How AI will redefine your workforce and which roles will emerge stronger
  • Why trust, ethics and human judgment remain fundamentally human
  • Want to assess your bank's AI readiness?

The Strategic Imperative Behind Mobility's Transformation

Available in English
  • The New Mobility Landscape – what’s happening and why it’s so complex
  • Five Forces of Change – EV transition, mobility-as-a-service, SDVs, Chinese OEMs, and shifting pricing models
  • Value Chain Shifts – where value is moving and who’s capturing it
  • The Role of Finance – how banks, insurers, and fintechs can lead
  • Winning Strategies – what sets the leaders apart

Navigating Global Ambition: The Art of Executing Transformation at Scale

Available in English
  • Executing Transformation: The problem with perfect data
  • Getting leadership teams comfortable to work with ambiguity
  • Hypothesis Driven Framework
  • Large scale transformation with an agile mindset
  • Real life case studies and examples

Friction to Fruition: Mastering Fintech Partnerships for Strategic Advantage

Available in English
  • Unlocking Fintech Innovation - A Strategic Imperative
  • Why do Fintech Partnerships Fail?
  • What good looks like - The Anatomy of a Successful Partnership
  • Making it Work - Building Internal Capability
  • The call to action - Friction to Fruition

Latest trends in Climate & Environmental and ESG Risk Management

Available in English
  • Climate Impact & global and policy development
  • Key aspects and considerations of Climate & ESG Risk Management
  • Climate & Sustainability Regulations and Disclosures
  • Transition Risk Data and Assessment

SME Transformation

Available in English & French
  • Mastering segmentation in SME Banking​
  • The future of distribution channels in SME Banking​
  • From insights to impact: The journey towards unified services in SME Banking​
  • Overall conclusion & final thoughts

Blockchain and DLTs: How to implement your business strategy using Blockchain

Available in English & French
  • Decide if a Blockchain makes sense for your endeavor and chose the one that fits your purpose
  • Analyze what hold beneath and the nascent opportunity of Web 3.0 and Metaverse - NFTs
  • Navigate Global regulation in its different approaches and frameworks

The future of workforce

Available in English & French
  • Customer interactions​
  • Workplace of the future​
  • Worklife of the future

AI Adoption in the banking sector

Available in English & French
  • Introduction & Current Trends
  • Key Use Cases & Transformational Impact
  • GenAI in Banking: Disruptive Use Cases
  • Strategies in AI Implementation
  • AI Adoption Success Stories & Key Results
  • Conclusion & Q&A

Transformation : Open Banking

Available in English & Spanish
  • Clean / Climate Tech and Open Banking​
  • Continued Push into Identification Account​
  • Pay by Bank​
  • Variable Recurring Payments (VRP) is gaining traction​
    Next Generation PFM

The Future of Payments

Available in English & Spanish
  • Transformation in the payments sector​
  • Payments as a service (PaaS)​
  • Cryptocurrencies​
  • Peer-to-peer payments​
  • Digital wallets

LIFE INSURANCE – Bridge the customer experience divide

Available in English & Spanish
  • The great customer experience divide: a threat to long-term industry viability
  • The path to customer centricity: intelligent and streamlined processes
  • Orchestrating transformation: enhance data and deploy GenAI for experience innovation
  • Top Life insurance trends

PROPERTY AND CASUALTY INSURANCE – BECOME AN UNDERWRITING TRAILBLAZER

Available in English & Spanish
  • Challenges for P&C insurers
  • Drive profitable results with speed and accuracy
  • Underwriting transformation delivers powerful business results
  • Top P&C insurance trends

Building resilient organizations: role of robust innovation system

Available in English & Spanish
  • The need for resilient organizations
  • Building a resilient financial institution
  • How to develop an innovative DNA in our organization ​
  • Lessons from Qorus-Accenture Banking Innovation Awards 
     

Data, Hyper-personalization and GenAI in Financial Services

Available in English, French & Spanish
  • Personalization and key use cases
  • GenAI based personalization key use cases
  • Key Considerations

Innovation trends in banking

Available in English, French & Spanish
  • The Future of Financial Services​
  • Disruption in the Financial Services Industry ​
  • Top Innovation Trends 
  • Lessons from Qorus-Accenture Banking Innovation Awards 
     

The future of branches

Available in English, French & Spanish
  • The need for a new purpose for physical banking spaces ​
  • Multi-purpose, dynamic environments —all in one place ​
  • From transactional hubs to life-led financial ecologies
  • Case studies from global brands - integrated digital + physical journeys 
  • Banks as community pillars and knowledge hubs
  • Final thoughts: Experience—not products
     

Mega trends and their implications to CX

Available in English, French & Spanish
  • Setting the scene
  • Data and AI Driven CX
  • Embedded finance
  • Nex-gen security
  • Conclusion

Bancassurace 2.0: the age of Digital

Available in English, French, Italian & Portuguese
  • Phygital bancassurance strategy
  • Incentive schemes to branches to boost digital sales 
  • UX driven product offer
  • Bank & insurance Bundling

Innovation trends in insurance

Available in English, French, Spanish & Italian
  • General strategic developments
  • Benchmarking innovations
  • Creativity and boldness of peer institutions

New business models in insurance

Available in English, French, Spanish, Italian
  • The challenges and benefits of the models for the customer and provider
  • How the companies mentioned in the examples are attempting to overcome 
those challenges
  • High level recommendations for insurers looking to implement a new model

Embedded insurance

Available in English, Spanish & Italian
  • What are the benefits of this new model?
  • What are the different models that have been adopted by retailers and which insurers are powering them?
  • What are the challenges from an insurer's perspective to deliver embedded insurance?
  • Who is doing it well (with some best practices)?

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