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EasyUphillTRAININGCORPORATE DEVELOPMENT
Banking & Financial Services

Fintech Partnerships and Open Banking

Banks increasingly deliver services through partners who hold the customer relationship, which changes where the risk and the regulatory duty sit. This course covers making those arrangements work.

2 DaysIn-house or publicLive online available

Course outline

What this programme covers, module by module.

  1. 01When somebody else holds the customer relationship
  2. 02Partnership models: referral, white label, embedded and marketplace
  3. 03Open banking interfaces, account access and payment initiation
  4. 04Consent, data sharing, and the limits on what may be used
  5. 05Who holds the regulatory duty when a partner fails
  6. 06Outsourcing risk, operational resilience and oversight
  7. 07Monitoring a live partnership and exiting one cleanly

What you will gain

  • Compare partnership models and what each gives away
  • Understand account and payment access interfaces
  • Establish consent, data sharing and its limits
  • Allocate regulatory responsibility in the contract
  • Manage operational and outsourcing risk in a partner
  • Monitor a live partnership and exit one cleanly

Who should attend

  • Digital banking and product staff
  • Risk, compliance and legal teams in banks
  • Fintech partnership and business development managers
  • Regulatory and outsourcing specialists

Upcoming sessions

DateCityDurationFeesBook
2 to 3 Nov 2026Pretoria2 DaysR10,000
23 to 24 Nov 2026Durban2 DaysR10,000
7 to 8 Dec 2026Cape Town2 DaysR10,000
11 to 12 Jan 2027Johannesburg2 DaysR10,000
8 to 9 Mar 2027London2 DaysUS$1,100
17 to 18 May 2027Dubai2 DaysUS$1,100
19 to 20 Jul 2027Pretoria2 DaysR10,000

Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.

Enquire about this course

Register your team or ask for a tailored in-house quote. We reply within one working day.

WhatsApp usCourse brochure (PDF)
Fees from
R10,000 per delegate
Duration
2 Days
Field
Banking & Financial Services
Formats
In-house, public, online