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Home / Daily News Analysis / Webinar | 26 May 2026 | Value first, technology second: Rethinking process transformation in finance and insurance

Webinar | 26 May 2026 | Value first, technology second: Rethinking process transformation in finance and insurance

Apr 17, 2026  Twila Rosenbaum  8 views
Webinar | 26 May 2026 | Value first, technology second: Rethinking process transformation in finance and insurance

Webinar: Value First, Technology Second in Finance Transformation

Join us on May 26, 2026, for an insightful webinar that challenges the conventional tech-first approach to transformation in the finance and insurance sectors. This event will focus on prioritizing customer value to achieve effective business outcomes.

Led by industry experts, this webinar will provide a practical, customer value-first framework to help you bridge the gap between business goals and IT execution.

Date: May 26, 2026

Time: 10:00 am BST

Many transformation initiatives in financial services begin with a focus on tools, ultimately leading to frustration and unmet expectations. The key to successful transformation lies not in advanced software but in adopting a mindset centered around delivering customer value.

This live webinar, presented by MakoLab and FinTech Futures, will challenge the industry norm of technology-first implementation. Instead, it advocates for a framework that ensures transformation projects yield tangible business value.

Our industry experts will share a customer value-first framework to help you align business objectives with IT execution. You'll learn how to optimize workflows and define effective success metrics before introducing the complexities of technology into the equation.

Who is this for?

  • C-level leaders (COO, CIO, CTO) seeking to transform their investment in transformation initiatives into measurable business outcomes.

  • Heads of Operations, Transformation, and IT aiming to streamline processes while managing risks and costs effectively.

  • Business leaders looking to unify fragmented initiatives into a cohesive, customer value-first strategy.

  • Risk and Compliance professionals in need of processes that are efficient and ready for audit compliance.

  • Process Excellence leads eager to move beyond theoretical concepts and implement scalable, value-driven frameworks.

  • Senior practitioners in banking, insurance, and FinTech responsible for aligning business intentions with execution strategies.

Key takeaways

  • Strategies to avoid common pitfalls associated with “tool-first” transformation.

  • Methods to define and quantify customer value within transformation efforts.

  • A structured methodology for outlining business goals and success metrics effectively.

  • Techniques for designing efficient and scalable process flows.

  • Understanding the importance of Value Stream Mapping, BPMN 2.0, and other methodologies in aligning business and IT stakeholders.

  • Insights on how MVP thinking and iterative delivery can mitigate risks and speed up results.

What to expect

Participants can expect a focused, insight-driven session that combines practical frameworks, real-world examples, and actionable guidance that can be implemented immediately. The session will conclude with a live Q&A to address specific participant queries.

Speakers

Robert Sendacki

Co-founder and CEO

MakoLab Consulting

Ewa Koprowska

Senior Project Manager

MakoLab Consulting

Tyler Pathe

Reporter


Source: FinTech Futures News


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