Fintech Revolution: Transformative Financial Services and Strategies

The Wharton School

The Wharton School


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Who should attend

Automation is at the heart of every financial services company, so it is essential for finance and compliance professionals to understand recent disruptions in the industry and create a plan to foster innovation in their own organizations. This program is appropriate for a wide range of professionals:

  • Mid- to senior-level management in finance
  • CXOs of fintech startups
  • Senior management leading fintech function
  • Technology, growth, and innovation consultants
  • Professionals working in real estate, insurance, risk, compliance, and regulatory fields

Representative roles include:

  • Finance Director
  • VP of Finance
  • Financial Planning Manager
  • Finance Manager
  • Financial Analyst
  • Credit Analyst
  • Economist
  • Management Accountant
  • Managing Partner
  • Founding Partner
  • CEO
  • CFO
  • Fintech Advisor
  • Fintech Consultant
  • Associate Fintech Consultant
  • Fintech Consultant and Strategic Advisor
  • VP of Audit and Compliance
  • Compliance Manager
  • Risk Manager
  • Audit Manager
  • Senior Vice President of Innovation
  • Director of Regulatory Affairs
  • Policy Director
  • Director of Digital Transformation

About the course

Innovation at the Intersection of Finance and Technology

If your business needs to leverage technology to create better financial services, this program will help you understand disruptions in the fintech industry across a broad cross-section of products and services, from traditional banking to blockchain. The goal is for you to create an action plan to foster innovation in your organization. You will learn how fintech can help you reach untapped markets, reduce costs, create economies of scale, and improve customer experience.

Why Fintech – and Why Now?

The question: Why fintech? Disruptive financial technology is a fast-moving global phenomenon. In 2019, fintech investments amounted to $55.3 billion and fintech ranked among the top five industries with companies listing $1 billion valuation or higher. The question: Why now? Fintech’s constant innovations demand flexibility, endurance, and risk exposure for financial services companies. Are they – are you – prepared to keep pace with the change?

Key Takeaways

To help you critically assess the future of financial services and identify opportunities for growth, this program guides you through the latest fintech innovations, disruptions, regulations, and emerging markets. At the close of this six-week program, you will be able to do the following:

  • Evaluate fintech’s transformative effects on a variety of businesses, including those in finance, real estate, insurance, marketplace lending, and personal banking
  • Explain how blockchain and distributed ledger technologies work and are used in financial businesses
  • Analyze the balance between regulation and innovation – and its tradeoffs
  • Describe a potential plan that encompasses key elements of digital transformation that can be applied to your current business to increase overall competitiveness

Program Modules

This program details the current state of fintech. It leads you from an overview of how technology is revolutionizing the financial sector to the intricacies of international compliance and the complexities of blockchain. It also analyzes what could be coming next in fintech, peer-to-peer lending, real estate, and insurance.

Week 1: Digital Transformation and Financial Services

Explore the impact of digital disruption in the financial sector, the evolution of financial technology, generational shifts in attitudes toward fintech, the concept of trust as it applies to fintech, and potential fintech opportunities in your company or industry.

Week 4: Insurtech and Real Estate Tech

Learn how fintech is redefining the property, casualty, life, and health insurance industries; evaluate trends and disruptive models in residential and commercial real estate technology; and understand the benefits of digital transformation to various stakeholders.

Week 2: Digital Payments and Marketplace Lending

Learn about the history of payment methods and current global trends for remittances, including the credit card payment system, the complexities of the payment process, details on lending to small businesses offering consumer credit, and the challenges of implementing a disruptive technology.

Week 5: Blockchain and Cryptocurrency

Compare different uses of crypto finance, analyze distributed consensus protocol and proof of work, compute the beta and alpha of cryptocurrency, and learn about blockchain ecosystems.

Week 3: Personal Banking and AI

Compare the actual versus the perceived value of robo-advisors and know what to expect next in AI, learn the value of peer-to-peer lending, gain insights into AI applications and machine learning in fintech, and plan to automate a task in your business.

Week 6: Regulation

Learn terms and concepts related to financial regulation and fintech; analyze the impact of the Great Recession of 2008 on regulations; and gain a broad view of state, national, and international regulation of blockchain and crypto.


David Musto

Education PhD, University of Chicago, 1995; BA, Yale University, 1987 Academic Positions Held Wharton: 1995present(named Ronald O. Perelman Associate Professor in Finance, 2007; Professor, 2008) Other Positions Programmer, Trout Trading Company, 1993; Systems Consultant, Roll & Ross Asset Man...

Fintech Revolution: Transformative Financial Services and Strategies at The Wharton School

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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