Soft Skills that are trending in the financial sector

Soft Skills that are trending in the financial sector

The latest tools and IT solutions are renovating the financial positions that find themselves in outright digitalization. Flexible profiles are being demanded with the capacity for creativity in the face of crises.

Hypercompetitive economic scenarios

A globalized and dynamic world, hypercompetitive economic scenarios, the implementation of disruptive technologies and digital transformation have generated significant changes in the financial sector that will require new and diverse soft skills.

Although technical and academic preparation have not lost value, they will be of no use if we cannot apply what has been learned in a creative, adaptive, and efficient way.atencion-bancos

It is thanks to the latest IT tools and solutions that functions are being included in banks, especially in the areas related to technology, regulation and risks.

From here, highly qualified professionals are sought, that is, people with the will to lead, great capacity for teamwork, and of course, mastery of languages.

Those who currently hold a position in the financial sector, being a meticulously regulated sector, must take these aspects into account:


The need for adaptation is high and the projection towards the future requires a change in the tasks that professionals complete, as well as in the services they offer and the organizational structure of both traditional and SME businesses, companies, and offices.

Technological adaptation

There are still companies that resist new technologies, however, the same users will demand this qualitative leap.

Among the necessary changes we can mention the migration of selective and substantive tests toward risk maps, transactions and virtual records, shared accounting information, tax self-assessment systems, information security, business clusters, billing and collection systems, digital payments and investments, blockchain, and encrypted documents, just to name a few.

Continuing education

Although those who work in financial positions are constantly learning, adaptation in the use of ICTs will be essential; integration with professionals from other disciplines; incorporation and use of the cloud as an interface for customer service; the development of critical thinking; collaborative work and the implementation of office networks to address multidisciplinary projects.
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Personalization of the service

Users demand more and more that companies adapt to their needs. From the financial field it will be essential to improve the development of management accounting; business intelligence; the implementation of quality management systems; corporate responsibility programs; integrated financial reports; formulation and evaluation of investment projects; process reengineering; as well as compliance and transparency.

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Effective communication

Not only do we talk about assertive communication, but also effective communication, that is, a strategic communication that seeks short-term results.

To achieve this it will be important to develop analytical skills; results-oriented marketing and sales management; foreign-language skills; as well as a creative profile willing to face crises as opportunities and not failures.

While all these points seem almost too much to ask, it is necessary to understand that adaptation and learning must be gradual but constant to achieve a global perspective and a highly competitive place.