All Employee Courses

Open Banking to Open Finance: Your Guide to Banking’s New Era

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Open Banking changed how banks share data and connect services. Open Finance takes the same idea further, into savings, pensions, insurance and investments, and regulators from the UK to Bahrain, Saudi Arabia and the UAE are moving that way. Next come AI agents acting on customers’ behalf, which will be some of the heaviest users of these connections.

This practical session explains what is happening, with real examples, and what it means for different roles across your organisation, from customer service to operations to risk.

Key learning outcomes:

•Understand how Open Banking and Open Finance work, in plain language

•See where your market’s regulation is heading

•Recognise the opportunities and risks for your own role and team

•Understand why AI agents will change how customers use these services

Format: 1-hour brief / 3-hour deep dive

Audience: All Employees

Interested in this session for your organisation?

Every session is fully customised to your specific context and learning objectives.