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Ortec Finance organizes innovation workshops


Financial institutions face serious challenges. Regulatory pressure, digitalization and evolving business models lead to a new advisory landscape. Ortec Finance offers a workshop where you learn to separate the signal from the noise and the key developments in the financial world of tomorrow are addressed.

Topics covered

  • How Robo Advice will impact business models
  • Financial planning for different client segments
  • Innovative ways to segment clients on their behavior
  • The impact of big data on the financial industry
  • MiFID II as challenge and opportunity

Four modules

The workshop consists of four modules:

  1. How Robo advice will further transform the financial industry
  2. Challenges of financial advice in an omni channel environment
  3. Financial planning: the next level
  4. The added value of scenario analysis for individual investors

It is possible to expand the workshop with one or more modules, allowing you to customize the workshop. Workshops can take place in-house or on our location.


You can find more information about the innovation workshop here. To book this workshop, please contact Ivonne Zweers.