Acclaimed contracts attorney Jim Bergman will help you identify the issues, risks, and rewards of the rapidly evolving fintech and banking landscape. You will learn how to navigate the new operational path.
What You'll Learn
- What are the five key elements that drive operations excellence?
- What are the operational challenges that fintech firms and banks face today?
- How can you establish operational excellence as a competitive advantage?
- What are the critical skills you need to succeed?
- What are the measures of success?
- How can financial institutions and fintech providers collaborate successfully?
Training Overview
How can fintech and banks drive success? Learn how to meet customer demands and beat your competitors.
According to TechCrunch, venture capital funding for fintech companies exceeded $134 billion in 2021, almost doubling from the previous year. Market analysts expect even more dramatic growth in 2022. Financial institutions and fintech developers must work together quickly to capitalize on the opportunity, meet customer demands, and avoid losing out to competitors.
There is significant potential for value generation if you successfully overcome the risks and collaborate. Fintech providers and their financial institution clients need to carefully orchestrate operational effectiveness and efficiency. Implementing new processes, policies, and governance structures quickly will ensure your success.
- What are the five key elements that drive operations excellence?
- What are the operational challenges that fintech firms and banks face today?
- How can you establish operational excellence as a competitive advantage?
- What are the critical skills you need to succeed?
- What are the measures of success?
- How can financial institutions and fintech providers collaborate successfully?
Who Should Attend?
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Expert Presenter


Jim Bergman
- Experienced contracts attorney and procurement professional
- Procurement experience in the USA, UK, Europe, China, India, southeast Asia, the Middle East, Africa, and Australia
- Previously a contracts attorney for Amoco Corporation
- Addressed strategic sourcing and legal issues concerning commodities and services valued at more than $1 billion annually
- Assisted numerous clients through all phases and steps of contracting, negotiation, strategic sourcing and bidding, and contract management, resulting in savings over $100 million
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