Embracing the Future: Migrating and Modernizing Financial Services in the Digital Age

Executive Breakfast

January 22, 2025 - New York City, NY

Visionaries

Ibrahim Jackson Ubiquitous Preferred Services
Ibrahim Jackson

Founder

Ubiquitous Preferred Services

Breakfast Speaker

Ibrahim works with technology, human resource, and other business leaders to develop, upskill, and retool teams of people for next practice leadership in a changing world of work. By providing workshops, coaching, and consulting, with a team of industry experienced professionals, to large-scale enterprises and government agencies, employees are prepared for future opportunities today. Our underpinning Digital Professional Framework governs our people transformation programs with a focus on four key areas: 1. Digital Depth 📱 2. Business Acumen 📊 3. Interpersonal Skills 🤝 4. Social Impact 🌎 Whether transformation, modernization, evolution, or restructuring, all of these changes have a basis for moving the organization forward. Leaders are trusted and relied upon to bring sustainable change to successful completion using competence, appropriate practices, skills, behaviors, and mental models to galvanize people and achieve sustainable change, continuous improvement, and make the most significant impact, so their organization realizes optimal value. TRAINING Our focus on digital and leadership attracts technology leaders and human resource executives working on developing people that need to be ready to lead in an era of emerging technology and where business models are expanding and evolving. We provide standard training, bespoke modules customized to the needs of the organization, modules tailored to the specific business objectives of the organization, and on-demand modules. Our learning journeys are immersive, experiential, and applicable to the particular business challenges our clients have. COACHING While many challenges and opportunities across organizations may be similar, their specific context, focus area, and goals are often unique. Having a coach or executive coach that can be an extension of your brain trust often leads to better decision making, improved results, and career elevation. We use a variety of coaching and group coaching models that help our clients excel at the aforementioned. CONSULTING By pairing our client's institutional knowledge with our broad range of expertise from across many industries, we help leaders tackle today's problems so that they achieve a competitive advantage on their journey towards making a material difference in their business. We perform simple to complex assessments, primary and secondary research, and strategy development where and when needed. When working with us, we own your problem, allowing you to capitalize on the solution's rewards.

January 22, 2025

Agenda

All times Eastern Time

8:30 AM-12:00 PM

Embracing the Future: Migrating and Modernizing Financial Services in the Digital Age

The financial services industry stands at a critical juncture, faced with the imperative to modernize to meet the evolving demands of the digital age. As technological advancements continue to disrupt traditional banking and finance, financial institutions must adapt and embrace new strategies to remain competitive and relevant. We invite you to join us for this exclusive breakfast session to examine the key drivers behind the need for modernization in financial services, including changing customer preferences, the rise of fintech innovations, and the increasing pressure to enhance operational efficiency and security. We will also discuss the challenges and opportunities presented by this transformation, addressing topics such as data management, regulatory compliance, and the reskilling of the workforce. Financial institutions that proactively embrace modernization and digital transformation will be better positioned to thrive in the evolving financial landscape, delivering enhanced customer experiences, operational efficiencies, and sustainable growth. By charting a course with Presidio and AWS, financial services organizations can capitalize on the promise of the digital age and secure their long-term competitiveness.

Together With