Are you in the financial industry and looking to stay ahead in the rapidly evolving fintech landscape?
If you’re not actively developing and executing fintech strategies to navigate market shifts, disruptive technologies, and regulatory changes, you risk falling behind. This program is designed to equip you with the skills and insights needed to craft and implement effective fintech strategies.
Go beyond theory—gain practical tools to analyze competitive markets, leverage AI, blockchain, and digital assets, and develop innovative solutions tailored to the future of finance.
Don’t just adapt to change—drive it. Enroll now and shape the future of fintech.
About the Course
The Fintech Strategy Program equips professionals with the strategic frameworks needed to navigate an evolving digital landscape. Participants will gain a deep understanding of competitive dynamics, industry shifts, and the role of strategy in fostering long-term sustainable success. Through interactive sessions and case studies, the program provides actionable strategies to drive innovation and growth.
The program covers critical aspects of strategy, from industry and company-level analysis to corporate decision-making, market expansion, and competitive positioning. Participants will explore resource-based advantages such as AI, data, and digital infrastructure, as well as differentiation and cost strategies that shape high-performing businesses.
Beyond theory, the program emphasizes strategic implementation—helping leaders design resilient organizations, integrate emerging technologies, and navigate regulatory challenges. Whether tackling digital transformation or responding to competitive threats, participants will leave with the tools to develop and execute a robust fintech strategy.
Learning Outcomes
Master Strategic Thinking – Differentiate between strategy and tactics and understand strategy’s role in fintech disruption.
Explore Disruptive Technologies – Understand the transformative impact of AI, blockchain, and cloud computing on the fintech industry.
Conduct Industry & Company Analysis – Evaluate competitive pressures, resources, and market positioning.
Build Competitive Advantage – Leverage differentiation, cost structures, and resource-based strategies (AI, data, digital infrastructure).
Apply Economic & Market Insights – Understand information economics, structural economics, and media laws.
Navigate Market Expansion & Disruption – Develop strategies for global growth, industry shifts, and strategic interactions to stay ahead.
Implementation & Leadership – Design organizations for effective strategy execution, talent acquisition, regulatory compliance, and long-term growth.
Hands-On Learning – Apply your knowledge in a practical fintech workshop, tackling real-world challenges with actionable strategies.
Mid-to-senior-level professionals in financial services, banking, insurance, or related fields.
Entrepreneurs and innovators exploring opportunities in fintech.
Executives driving digital transformation initiatives within their organizations.
Policy advisors and regulators focused on the evolving fintech ecosystem.
Academics and researchers interested in the intersection of finance, strategy, and technology.
Who is this Course for?
Modules
Session 1: Overview of AI and its Role in Fintech
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Definition of AI, machine learning, and generative AI
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AI applications in financial services: payments, lending, insurance, wealth management
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The transformative potential of AI in fintech
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Case studies of AI in finance
Session 2: Fundamentals of AI: Key Concepts
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Introduction to data-driven decision-making
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Key AI technologies: machine learning, natural language processing, and computer vision
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Overview of AI lifecycle: data collection, model building, and deployment
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Session 3: Machine Learning Fundamentals for Fintech
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Supervised vs. unsupervised learning
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Application of machine learning models in financial forecasting and risk assessment
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Understanding credit scoring models and fraud detection
Session 4: Hands-On Introduction to Machine Learning
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Basic hands-on exercises in data analysis and model training (simplified using no-code/low-code tools)
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Demo of a machine learning tool in the financial context
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Session 5: Introduction to Generative AI
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What is generative AI and its core components
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Use cases of generative AI in fintech: personalized financial services,= chatbot development, and automated content generation
Session 6: Generative AI and Chatbots in Financial Services
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Exploring AI chatbots for customer service and financial advice
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Case studies of chatbot deployment in fintech companies
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Session 7: The Role of Data in AI and Fintech
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Importance of data quality and data governance in AI applications
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Introduction to data analytics tools in fintech
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Compliance and privacy concerns related to financial data
Session 8: Data-Driven Insights for Financial Decision-Making
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Practical example: building basic financial dashboards using data analytics tools
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Real-world case study: leveraging AI for personalized financial product recommendations
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Session 9: AI for Fraud Detection in Fintech
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Machine learning algorithms for detecting fraudulent transactions
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AI-driven risk-scoring models
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Case study: AI tools used by banks and payment processors
Session 10: Implementing AI for Risk Management
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Identifying risks using predictive modeling
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AI applications for credit risk, operational risk, and liquidity risk management
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Demo: Basic predictive risk model using AI tools
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Session 11: AI in Payments
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How AI optimizes payment processing systems
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Use cases: AI-driven payment gateways and fraud prevention
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Case studies: PayPal, Stripe, and AI-driven payment solutions
Session 12: AI for Lending and Credit Scoring
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AI’s impact on peer-to-peer lending and microfinance
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Credit scoring models powered by AI
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Case studies on AI in digital lending platforms
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Session 13: Regulatory Landscape for AI in Finance
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Overview of financial regulations impacting AI adoption
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Compliance with data protection laws (e.g., GDPR, PSD2)
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Addressing algorithmic bias and fairness in AI models
Session 14: Ethical AI and Responsible Innovation in Fintech
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Importance of transparency, fairness, and accountability in AI models
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Ethical considerations in customer data usage
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Best practices for deploying ethical AI in fintech
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Session 15: Future Trends in AI for Fintech
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Trends shaping the future of AI in finance: decentralized finance (DeFi), blockchain, AI-driven asset management
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How AI and fintech will evolve in the coming years
Session 16: Capstone Project Presentation and Course Wrap-Up
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Team-based or individual capstone projects
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Presentations and feedback ○ Course review and next steps
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Course Agenda
Day 1 | 18 May, 2025
9:30 AM - 11:00 AM
Session 1 - What is Strategy?
11:00 AM - 11:10 AM
Break
11:10 AM - 12:40 PM
Session 2 - Introduction to Industry Analysis
12:40 PM - 1:20 PM
Lunch Break
1:20 PM - 2:50 PM
Session 3 - Introduction to Company Level Analysis
2:50 PM - 3:00 PM
Break
3:00 PM - 4:30 PM
Session 4 - Corporate Strategy
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Day 2 | 19 May, 2025
9:30 AM - 11:00 AM
Session 5 - Market Expansion Strategies
11:00 AM - 11:10 AM
Break
11:10 AM - 12:40 PM
Session 6 - Genuine Types of Competitive Advantage
12:40 PM - 1:20 PM
Lunch Break
1:20 PM - 2:50 PM
Session 7 - Understanding Structural Economics
2:50 PM - 3:00 PM
Break
3:00 PM - 4:30 PM
Session 8 - Laws of Media
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Day 3 | 20 May, 2025
8:00 AM - 9:30 AM
Session 9 - Game Theory and Strategy
9:30 AM - 9:40 AM
Session 9 - Game Theory and Strategy
9:40 AM - 11:10 AM
Session 10 - Strategy of Disruption
11:10 AM - 11:25 AM
Break
11:25 AM - 12:55 PM
Session 11 - Strategic Implementation
12:55 PM - 1:30 PM
Q&A and Wrap-Up
Trainer
Dr. Arthur Dong
Teaching Professor, MSB - Strategy Area at Georgetown University
Member of the full time faculty at Georgetown University's McDonough School of Business. Serve in the Economics and Strategy Area and have provided instruction in the Undergraduate, MBA, MIM, EMBA and
Executive Education programs. Courses taught in the MBA program include the following: MBA Strategic Management, Economics of Strategic Behavior, Organizational Design Strategy, Financial Accounting, Infrastructure Finance, Value Investing, Global Business Experience Hong Kong, First Year Seminar (undergraduate). Frequent media contributor on U.S. - China relations and trade matters.
