ECO! Optimisation
A new trend and approach to selling and handling financial products
14.04.2021 | 120 min | Webinar online
About the event
ECO! Optimisation
„A new trend and approach to selling and handling financial products” is the topic of the next, 4th edition of VSoft Financial Business Meeting.
What topics to expect at the meeting?
- Being eco-friendly, that is the case study of BOŚ Bank.
- How did the pandemic affect credit eco-processes? What impact did it have on customer behaviour?
- Eco trend – driving factors, discussion on the future of the trend.
- Redefining processes and adapting them to new requirements resulting from the demand for online and self-service by the customer?
- What, how and why to optimise?
- Case study – integration with Kontomatik at Kasa Stefczyka.
- What do such integrations provide in the realm of customer assessment and what are the benefits?
- Where and when is it best to use PSD2 data?
- What is the best added value from using Kontomatik?
Who is this event for?
The event will be an exchange of knowledge and experiences on the future of the financial market. We invite you to discuss a new trend and approach to selling and handling financial products in times of the pandemic using the example of eco-friendly products.
The meeting will be attended by representatives of banks and other financial institutions.
Speakers
Łukasz Kozioł
DIRECTOR OF PRODUCT MANAGEMENT DEPARTMENT
Jarosław Dębowski
DIRECTOR OF THE OPERATIONS DEPARTMENT
Wojciech Kabza
DEPUTY DIRECTOR OF THE RISK MANAGEMENT DEPARTMENT
Dominik Wolski
Łukasz Kawulok
Head of BANKING DEVELOPMENT
Justyna Jastrząb
Sales Director
Jakub Rabong
Business solution architect
Agenda
11:00 - 12:00
BEING ECO-FRIENDLY, THAT IS THE CASE STUDY OF BOŚ BANK
- How did the pandemic affect credit eco-processes? What impact did it have on customer behaviour?
- Eco trend – driving factors, discussion on the future of the trend.
- Redefining processes and adapting them to new requirements resulting from the demand for online and self-service by the customer?
- What, how and why to optimise?
12:00 - 13:00
CASE STUDY – INTEGRATION WITH KONTOMATIK AT KASA STEFCZYKA
- What does integration with Kontomatik give in the realm of customer assessment and what are the benefits?
- Where and when is it best to use PSD2 data?
- What is the best added value from using Kontomatik?
Partners
Kontomatik is a company that has been providing banking data aggregation services since 2009.
Summary
Throughout the meeting, we were convinced that eco-thinking in financial institutions is not only about loans for eco-investments. It is also a great machine of change, whose aim is to optimise and streamline operations leading to minimised waste – of time, resources, energy.
The machine is on and seems to be unstoppable! Why? What are the causes and consequences? For whom is this an opportunity and for whom a great challenge?
Those who attended the 4th FBM already know this! Whoever missed the meeting can still find out from the recording of the event!
Thank you for participating in the meeting!
Materiały
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