🌍 Impact

19 sections from the Description of Action (Part B)

2.1. Contribution to structuring doctoral training at the European level and to strengthening European .......... 22

innovation capacity, including the potential for: .................................................................................................. 22

2.2. Credibility of the measures to enhance the career perspectives and employability of researchers and

contribution to their skills development

Employment sectors. DIGITAL DCs’ will receive training to prepare them for careers in academia (such as top

universities or research institutions) or industry (e.g., reputable companies). In the finance industry, the number of

jobs in data science, information systems, and modelling analysis will increase by 67% over the next decade.47

Therefore, DIGITAL fellows will contribute to the digital transformation of the European financial industry by

working for research centres, educational institutions, FinTech, banks, asset management, and regulators, or by

providing consulting services to these organisations. Due to DIGITAL's training capacity, extensive scientific

training, resources, and intersectoral experience, the doctoral candidates it trains will have a distinct advantage over

those trained at other European institutions.

DIGITAL will enhance the career perspectives and contribute to their skills development fully in line with the

European Charter for Researchers48 and contribute to the European Policy on digital skills and jobs.49 Increased

Employability. DIGITAL’s DCs have the unique opportunity to get access to a world-leading consortium, including

multinational companies and the European Central Bank. The scientific training program combines courses with

specialised content in various scientific fields (such as mathematics, statistics, financial economics, and data science)

with courses on transferable skills that support personal development and enhance practical experience. In addition

to collaborating with industry partners and engaging in real-world finance, doctoral candidates collaborate with

industry partners and work on their IRPs. DCs gain teamwork experience, expand their network, and develop soft

skills through this combination. They retain the freedom to direct their own projects concurrently. With this

combination of multidisciplinary training, candidates are well-equipped to lead teams in finance, conduct

47 https://www.onetonline.org/

48 https://euraxess.ec.europa.eu/jobs/charter/european-charter

49 https://digital-strategy.ec.europa.eu/en/policies/digital-skills-and-jobs

23

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

postdoctoral research, or join the faculty of any top university as an assistant professor (for example, in

business, financial engineering, or computer science).

The training provided by DIGITAL cannot be found elsewhere. With cutting-edge infrastructure, DIGITAL unites

specialists from numerous fields. As a result of being co-led by finance professionals, fellows are able to conduct

meaningful applied research while leveraging the resources of numerous research institutes and laboratories, thereby

increasing their chances of securing high-quality employment in both academia and business.

Lastly, the program's intersectoral and international components will guarantee that candidates trained in DIGITAL

have excellent communication and transferable skills. This will facilitate the expansion of their network and aid

global job searches. Working with foreign researchers and non-academic partners will also heighten awareness of

international career opportunities. All partners have already expressed their substantial interest to hire our DCs

once they have completed their studies. Many of our DCs will have a secondment at the European Central Bank,

which will grant them access to virtually all of the world's most prestigious government institutions.

Impact on short- and long-term career perspectives. In the short-term, DIGITAL DC’s will be able to freely

choose between top level job offers both from industry and academia (assistant professorships, postdoc

fellowships at internationally leading universities). In the long-term, the broad skill set will prepare them either for

leading senior-level management positions or for full professorships.

2.3. Suitability and quality of the measures to maximise expected outcomes and impacts, as set out in the

dissemination and exploitation plan, including communication activities

2.4. The magnitude and importance of the project’s contribution to the expected scientific, societal and

economic impacts (project’s pathways towards impact) ...................................................................................... 27

2. Preliminary research & specificity. The network, independently from this proposal, has already collaborated

extensively through different cooperation. As a result, a significant amount of preliminary work has been done

within the research objectives which has further defined (to a certain extent) the envisioned research methodology

for the IRPs

2. Systematic integration of an (intersectional) gender-perspective as cross-cutting issues of all research

and innovation activities (WP 1 - 5). All network research will monitor diversity issues. We will consider whether

developed models and solutions benefit all stakeholders regardless of gender and background. One key research

objective (WP 3) of DIGITAL is to build human-centric AI models for financial applications that are explainable,

trustworthy, and unbiased, especially for gender-sensitive use cases.

2. Accessibility. Doctoral candidates are responsible for anonymizing restricted data before sharing it with their

supervisory team. This will adhere to the requirements of the research ethics committee and legal counsel service of

the beneficiary and permit online access to databases via NDA and VPN tools.

2. Socially robust, they duly consider the context and environment in which they operate. Digital models

detect systematic data biases and error-affected client groups (WP 3). To ensure fairness, artificial intelligence will

be monitored and optimised, and stakeholders can challenge the model's decisions. DIGITAL's AI tools will promote

green AI. We train AI algorithms in subsets of variables that predict a dependent variable to reduce training time and

energy consumption (i.e., carbon footprint) (WP 4). AI tools we develop will be Human-Centric AI, having the

Finance industry and end users in mind.

2. Research and Project management (M12, 4 ECTS): Project Management (ROY), HE framework and research

project management (ASE), Research Ethics and Sustainable Research Management (BFH), Environmental

Aspects (UNA);

2.1. Contribution to structuring doctoral training at the European level and to strengthening European

innovation capacity, including the potential for:

2.1.1. Meaningful contribution of the non-academic sector to the doctoral training

Substantial contribution. Each DC will spend 18 months in the non-academic sector and four months in our

research centres and government agencies (European Central Bank, Bank for International Settlements, ARC,

Fraunhofer Institute, EIT Digital). All non-academic partners have committed three to six employees to this network,

will make their in-house training facilities available to all DCs, and will contribute to research training (30% of all

such activities), transferable skills training (90% of all such activities) and our network-wide training activities in

particular.

As shown in Tables 1.3.b, c, and d, non-academic partners will host DCs, give industry perspectives on digital finance,

open their digital labs, and give many network-wide training lectures. This will give doctoral candidates a clear

industrial perspective on their IRP activities and facilitate knowledge transfer by linking their industry activities to

their formal academic training.

Improved inter-sectoral collaboration. DIGITAL's multinational corporations' R&D departments are often

larger than university R&D departments. They also have data and infrastructure needed by universities in that

field. However, industry needs university and research centre knowledge due to the research-intensive fields of

Digital Finance. Our network has very high intersectoral mobility, with 80% of our network's members having

pre-existing close ties to industry and academia.

Enhanced employability and non-academic career opportunities. Due to their prior experience, doctoral

candidates from DIGITAL are well-equipped for any R&D position in Europe's rapidly expanding digital industry.

They will have numerous options for prestigious employment (large government organisations such as ECB, BIS,

ESM; all high-profile consulting companies such as McKinsey et al; all large financial companies as well as

innovative Fintech companies). In fact, our non-academic partners require more than 100 trained PhD

candidates in Digital Finance annually, but are unable to fill their vacancies due to a severe labour shortage.

The employability of our DCs has been validated by the industry's leading headhunters. Our network alone will be

able to hire a multiple of the candidates we train.

2.1.2. Developing sustainable elements of doctoral programmes after the end of the DN funding

Sustainable Research Training Programmes. Already today, all academic partners adhere to the Salzburg II

Recommendations and Principles for Innovative Doctoral Training46 in their entirety. All doctoral programs in

our network are research-based, with an emphasis on employment beyond academia. Professional career development

opportunities are included, diversity is embraced, doctoral candidates are recognized as DCs, responsibilities are

46 https://eua.eu/resources/publications/615:salzburg-ii-%E2%80%93-recommendations.html

22

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

shared, a critical mass is achieved, the duration is usually three years, interdisciplinarity and transferable skills are

embraced, mobility is supported, and funding is adequate and sustainable.

Double doctoral degree programmes. The academic partners have already agreed to continue this network

beyond its lifetime and the respective department heads and university institutions have been involved. During

DIGITAL, they will also ensure that all doctoral programmes are standardised (including a unified recruitment

process, progress monitoring and PhD awarding process) and establish double doctoral degree programmes (e.g.

UTW - BBU, ASE - UTW, WWU - UTW, UNA - UTW, UNA - BBU). Alongside EIT, which already offers a

European Master's degree in Digital Finance, a consecutive doctoral degree program is planned in collaboration

with all academic partners, based on a definition of best practices, easy transferability of credits, a joint curriculum

development, and setting of reproducible training and supervision standards. All partners will continue to maintain

the newly developed doctoral courses. The two annual network training events, which are open to all PhD students

in this consortium, will continue to occur.

Sustainable Cooperation and secondment opportunities. Almost all partners have been working together over

the last few years in various European research networks as well as bilateral cooperations, most notably the

COST Action CA19130 and the European Consortium for Mathematics for Industry. They will continue cooperating

in this manner. For instance, as the synergy between the institutions in this consortium will be stronger upon the end

of DIGITAL, the researchers will be able to design and submit, in collaboration, research proposals to ERC, Horizon

Europe, Erasmus+ and other MSCA DNs programs. Indeed, this consortium has jointly submitted more than ten

large national and international research applications. Secondments on the academic level have been and will

continue to be institutionalised through Erasmus cooperations, while secondments in the business sector have been

agreed upon by the partners through bilateral approaches. Industry partners and academic institutions have also

expressed interest in collaborating on joint academia-industry PhD positions and will actively pursue such

agreements throughout the duration of DIGITAL.

Sustainable Transferable Skills Training. Already today, every academic partner provides substantial resources

and budget to their DCs for training in transferable skills, including industry secondments. Notwithstanding, the

DIGITAL learning experience will expand the range of offerings, and all partners have agreed to make their internal

offerings freely accessible to all consortium members beyond the scope of DIGITAL. The newly developed

courses will be available for continued use on an open and shared platform.

Sustainable Researcher Recruitment. With numerous new bilateral/double doctoral degree programs and a

European Doctorate in Digital Finance resulting from this consortium, all partners will align their recruitment

criteria and collectively optimise researcher recruitment.

2.3.1. Plan for the dissemination and exploitation activities, including communication activities

Dissemination of research results. Our research is shared with other academics, the business community,

government agencies, policymakers, and the general public. Our consortium has discussed utilizing both existing

channels and a centralised DIGITAL dissemination and exploitation outlet. As a network, we will organize our

own large conferences (annually), policy events (for example, at COST in Brussels, 3 in total, M18, M30, M42), have

four special academic issues (in our own journals, such as Digital Finance), and use standard channels such as our

website, blog, and Twitter. In addition to the workshops that DIGITAL itself organises, DCs will attend two

conferences annually to present their results (beginning in M18), one seminar each at industry and academia, and one

outreach event. Possible conferences are discussed in Section 1.31. (The Journal of Financial Data Science,

Quantitative Finance, Computational Management Science, European Journal of Operational Research, Statistical

Methods & Applications, Computational Statistics, Digital Finance, Computational Statistics & Data Analysis,

European Journal of Finance, Empirical Finance, Digital Finance, Review of Finance, Journal of Financial Markets).

DCs will disseminate their findings to various institutions via planned secondments and hosting arrangements. DCs

will receive extensive feedback on their work and improve their dissemination and presentation skills as a result of

this exposure. DIGITAL will adhere to all open science practices, and its website will include a comprehensive list

of publications with download links in order to attract a larger audience. A media communication officer will be

appointed to direct the dissemination and communication efforts of DIGITAL.

Through use case presentations at various industry-focused meetings, workshops, and roundtable sessions, as well as

media releases, news articles, and blog posts published on our website, LinkedIn, and similar channels, the industry

community will be reached.

Exploitation of results. The topics within DIGITAL are crucial for the European Finance industry to be able to

compete on a global scale within the next decade hence the exploitation method envisioned are:

Further internal research. Results from DIGITAL will feed into subsequent research in the fields of ML for industry,

computer science, blockchain applications (WP4) and sustainable finance (WP5), also outside Finance.

Collaborative research. The results of the individual WPs will help shape future collaborative research, such as via

a COST Action and an EU H2020 Widening application, as agreed upon by all network members (WP2, 3).

Collaborative, industry-focused projects. Our findings result in multiple prototypes and use cases (WP1 - 5). In

the coming years, they will need to be refined and adapted to the industry's shifting requirements. Together with

industry, DIGITAL will seek international funding for additional projects.

Product development. Each IRP will result in at least one proof-of-concept solution for the industry-specific

obstacles to the application of innovative financial technologies (prototype for data augmentation, automated trading

platform, dynamic scores for SMEs, XAI app for non-technical users, green scores for industry, risk index and a fraud

detection system). These will be transformed into actual products by industry, which necessitates ongoing

cooperation.

Education. The output of research will feed back into education (e.g. WP2, AI in Finance). Many new Master's and

Doctoral-level modules will be developed at the intersection of Finance, Data Science, Computer Science, Big Data

Analytics, and Econometrics (see Table 1.3.c).

24

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

Standardisation. DIGITAL will produce standardised frameworks for: (i) data quality and data augmentation,

advancing the European data strategy; (ii) deployment of ML, DL and RL in finance with sustainability and

explainability considerations, in line with the European approach to AI; (iii) blockchain architecture, as detailed in

the EU blockchain strategy; and (v) sustainable finance, advancing the EU Green deal.

Exploitation across industries. Due to the fundamental methods and techniques (ML, AI, RL) we employ, our

outcomes will not only benefit the Finance industry, but also a number of other industries. Consulting firms, the

financial sector, Fintechs, software and technology providers (across various industries, such as insurance and

pharmaceuticals), and government organisations, particularly regulatory and supervisory authorities, stand to benefit

from the implementation of digital technology (WP2, 3). Policy papers on digital asset risk will be beneficial to

regulators (ECB). Over the past three years, members have organised training and demonstrations for non-technical

audiences (regulators, supervisors, and the general public, including all 28 European regulatory authorities)

through EU-funded projects (https://fintech-ho2020.eu/). These contacts will be actively maintained.

Barriers to exploitation and how we address them. Barriers to exploitation exist. 1) Inadequate financing to go

from prototype to business product. Given the substantial amount of VC funding that goes into Digital Finance,

this is extremely unlikely. We will begin with a minimum viable product and then scale up; 2) There are skill

shortages. This is the raison d'être of DIGITAL, and we will reduce it through our new training offerings; 3) IRP

issues may arise from such an intersectoral network. All IP issues will be discussed well in advance of any new

discoveries or commercializations. We have an IP and Exploitation committee to reduce this obstacle. All partners

receive IP training in which the European IP guide is discussed. 4) Inadequacy between market requirements and

the solution. Industry and academia collaborate from day one, and all research is continuously validated by

industry. Academics in industry and vice versa are highly intertwined in DIGITAL.

Impact of Exploitation. All seventeen IRPs have substantial industry relevance and will generate numerous use

cases and prototypes. Topics are selected in collaboration with industry so that, if successful, each study will

generate several million euros in additional revenue over the next five years. We only selected IRPs that are in a high-

growth field (e.g., Machine Learning, WP2) or are of critical importance to one of the major traditional Finance

fields (e.g. credit risk, risk supervision by regulators, WP3). Obviously, not every research result is achieved, but the

involved companies expect this 4 million euro investment to generate at least 40 million euros in additional annual

revenues for the European finance industry by the end of the project (based on our own historical experience). Once

all harmonised doctoral training structures are in place, we anticipate training 15 DCs annually as a result of this

initiative. For the research impact, we will maintain a network of 18 partners, to which we will add 22 European

partners (indeed we had interest from 25 additional partners to join our MSCA DN network, all of which will stay

connected). The policy recommendations will inform future European strategies and guidelines for banking

supervision and Digital Finance throughout Europe.

Impact on Policy. The EU's Digital Finance strategy drives our entire agenda. All outcomes will immediately

contribute to this. Through policy papers, participation in policy hearings, and direct workshops with policymakers,

the findings will be disseminated (e.g. annually via COST in Brussels, as already planned).

Impact on civil society. DIGITAL’ essence is end-user protection and risk reduction. Beyond educating citizens about

Finance, we will reduce the risks of financial markets. New DIGITAL products are typically 30% less expensive than

traditional products (WP4), which could have a multimillion-euro impact on consumers.

Communication and public engagement strategy. Newspapers, social media, and public demonstrations will be

utilized to reach the public (eg, lab days and public talks). Members of the consortium that runs the COST CA19130

project have organised over 120 research and industry-focused conferences, workshops, and roundtable sessions,

which were attended by over 6,000 individuals from academia, industry, the regulatory community, and the general

public (https://www.meetup.com/Fintech AI in Finance/ with 2000 participants). Consortium members have

developed numerous open-access tools to aid non-technical audiences in comprehending and interacting with

emerging digital technologies. All of our prototypes and use cases will also be shared with the general public. Each

partner will receive full support from their marketing team, and quarterly press releases will be issued. Already

today, our members are frequent speakers at public conferences, policy workshops, and interviews. We will use

https://www.alphagalileo.org/en-gb/ to disseminate significant findings to 5,000 journalists and potentially 2

million consumers. Annually, we hold a general conference to discuss the accomplishments of our network. Every

recipient will host an annual open-lab day. DCs will receive early support and training to effectively communicate

their findings and engage the public. We will attend the European Researchers Night, and each WP must annually

attend a science festival (e.g. the Open Science Festival in Amsterdam.) We will actively work to shape the

communication surrounding Digital Finance in Europe.

25

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

Table 2.3.a DIGITAL’s dissemination, exploitation and communication tasks.

# Activity Target audience Month Location Key indicators

1 Academic Seminars (at least Professors, Ph.D. and MSc M1 - M48 Hybrid: Hosting > 100 attendees

2 seminars per year at each students from multiple institution & Online

beneficiary) departments and practitioners from

industry partners

2 Different international Academics and practitioners from M13 - M48 Europe and North Each DC has presented at least

conferences (each doctoral different areas (Finance, America (e.g., twice at a top-ranked

candidate presents in at least 1 Computer Science, Cybersecurity, EURO and international conference

renowned conference per year) and INFORMS)

Marketing)

3 Journal publications (3 per DC) Academics and practitioners M1 - M48 Leading journals Citation scores> 10, Impact > 5

4 Industry seminars (3) Professionals in the Financial M1 - M6 Hybrid, ECB, RAI, > 100 attendees.

Services industry M15 - M21 SWE Two-follow up projects

5 Informative videos (one per EU citizens and the general public M37 - M48 Beneficiaries media Public media presence has

beneficiary) team >1000 followers

6 Website development Academics, Industry, Regulators, M1 - M3 Online Webpage created

EU citizens and the general public

7 Social media & Blogs Academics, Industry, Regulators EU Monthly, LinkedIn & Public media presence has

citizens and the general public starting in Medium & Media >1000 followers

M2.

8 Intellectual property Industry and academic Bi-monthly, Meetings with core Number of collaborations

management: Further members, other research starting in M2 groups representing and projects from these

external and collaborative institutes, and the scientific the beneficiaries contributions (three each)

research community

9 Intellectual property Businesses, SMEs, and industry Quarterly, Non-academic Identification of potential

management: starting in partners commercialization and patent

Product development M4. creation (twenty new

contacts)

10 Engagement with Policymakers, public authorities, Bi-annual, Beneficiaries and Follow-up on policies and

communities/end users/ policy EU citizens, and the general public starting M6. AP’s premises. processes that can be

makers Science Festivals improved based on the

proposal results

11 General/ public outreach. DCs Wider public/ civil society/ policy Bi-annual, Public locations, >100 attendees. Two newspaper

present results. makers/ regulators starting M6 DIGITAL premises articles each.

12 Further internal research Extend research interdisciplinary M12,24,36,48 Hybrid 2 joint papers per DC

13 Collaborative research Academics, also outside our field. M12,24,36,48 Hybrid 10 citations of research from

Collaborate in academic networks DIGITAL publications

14 Transform prototypes to Product developers, Industry, M12,24,36,48 Hybrid 2 prototypes annually that are

products, better services SMEs, start-ups. converted to new financial

and processes products.1 improved process

15 Education BSc, MSc, Doctoral Students M12,24,36,48 Hybrid 5 enhanced courses annually on

Digital Finance

16 Standardisation activities Industry, policy makers, academics M36, 48 Hybrid Two new standards (data

augmentation, blockchain)

17 Spin-offs SMEs, startups M43 Hybrid 2 spinoffs in total

2.3.2. Strategy for the management of intellectual property, foreseen protection measures

All results will only be disseminated or exploited after IP protection has taken place. In the coming years, the results

of DIGITAL will be required for the finance industry in Europe. This will increase competition in the financial

sector, bolstering the EU's economy and long-term growth.

DIGITAL´s newly generated knowledge and innovative results go well beyond the current state of the art in

technology, methods and applications development, summarised in Section 2.1, and crucial for the future of the

European finance industry and other related industries and sectors (e.g., SMEs, entrepreneurship, sustainable and

circular economy development).

26

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

The H2020 Rules for Participation50 stipulate the default policy for accessing, duplicating, and disseminating

DIGITAL's intellectual property, supplemented by special case agreements between institutions involved

(beneficiaries, industrial and associated partners, and doctoral candidates) upon SB vote. All partners have identified

background IP, which will be brought to the project for free use for proposed project activities. New IP generated as

a result of DIGITAL will belong to the direct contributors (individuals and their employers) proportionally to their

contribution. The DIGITAL consortium includes ten industry partners, from large companies to SMEs, to build on

the project results after its end, thus guaranteeing the pathway for exploitation, markets and impact. Throughout,

innovations will be monitored for potential formal IP protection (e.g. patent, design, copyright, business secret)

during the project to give industry partners an edge over their competitors and grant academic partners with

irrevocable, non-exclusive rights to use the results for publications (open science), further research and academic

teaching. The conditions for disseminating IP will be settled in the CA, including the exact terms with regard to the

use of existing and new IP. All new IP will be subject to license agreements or sales if not agreed upon differently,

so as to reach the expected economic impact (Section 2.4).

Doctoral candidates hosted by an industrial partner will be required to sign a non-disclosure agreement to

protect company-owned models, know-how, and data. Occasionally, affiliated partners hosting students may also

request a non-disclosure agreement. These non-disclosure agreements will be coordinated/supervised by the

EB, and the SB may be consulted in exceptional circumstances, following the H2020 Rules for Participation51.

Beneficiaries will ensure that each IRP's results are disseminated as expeditiously and strategically as possible

(Section 2.3.1.), observing IP rules. The majority of DIGITAL members have intersectoral experience, as

evidenced by their patents, numerous scientific publications in leading scientific journals, and track records of joint

academic/industrial development or technology transfer.

2.4. The magnitude and importance of the project’s contribution to the expected scientific, societal and economic

impacts (project’s pathways towards impact)

With our world-leading network, DIGITAL will contribute significantly to the success of the HE MSCA

Programme52 outputs and to all nine of the primary scientific, economic/technological and societal Key-Impact

Pathways (KIPs).

2.4.1. Expected scientific impact

DIGITAL will generate significant scientific impact by: (i) producing research that contributes to Europe's

longterm competitiveness (KIP 1), (ii) driving the digitalization of the financial industry and facilitating

collaboration between universities, research centres, and industry, (ii) strengthening Europe's human capital in

research and innovation (KIP 2) by training 17 doctoral candidates in multiple disciplines, using a novel

interdisciplinary approach to digital finance, and by creating new, high-quality training modules on the intersection

of digital technologies and finance (see Table 1.3.c), (iii) embracing open science practices, innovation,

entrepreneurship, gender equality, and transparency practices (KIP 3) thus enabling the diffusion of the new

knowledge generated (Sections 1.2.3., 1.2.4., and 2.1.). DIGITAL will contribute with 50 scientific publications, 5

policy and white papers for European regulators, a new European Doctoral Programme, 17 use cases and prototypes

for researchintensive industry applications and 50 conference talks and presentations and various civil society

dissemination activities (Table 2.4.a)..

2.4.2. Expected societal impact

With KIP4, R&I will address EU policy priorities and global challenges. DIGITAL will address the primary concerns

of the EU Digital Finance policy by utilising data and AI to develop sustainable digital assets, products, and

services (WP 1 - 5) with a positive social impact. KIP5 is concerned with the delivery of benefits and impact through

R&I missions. DIGITAL will ensure that the development and deployment of AI models will take into account the

European Commission's (EC) priority: the European Green Deal, a Europe fit for the digital age and the EU's

mission of climate change adaptation. Specifically, the IRP will respect people's rights and promote mechanisms

by which financial technology tools work to earn people's trust, with a particular focus on reducing biases based on

gender and race. Referring to climate change, DIGITAL will contribute by adopting modelling, conducting additional

50 Available at https://ec.europa.eu/research/participants/data/ref/h2020/legal_basis/rules_participation/h2020-rules-

participation_en.pdf

51 Available at https://ec.europa.eu/research/participants/data/ref/h2020/legal_basis/rules_participation/h2020-rules-

participation_en.pdf

52 https://marie-sklodowska-curie-actions.ec.europa.eu/

27

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

research on sustainable finance (WP 5), and disseminating its findings to the European community and the rest of the

world.

KIP6 refers to enhancing the social adoption of R&I. DIGITAL is committed to disseminating the results of each IRP

and any research that may intersect with these projects through the media of beneficiaries, industrial partners, and

associated partners. The project will invest heavily in creating societal awareness through a participatory

approach at the EU level, highlighting the added value of the new solutions for a variety of application domains

and preparing society for action in response to digital finance transitions (see also dissemination plans). In addition

to the aforementioned, it is evident that DIGITAL will significantly contribute to bringing new green, digital

solutions to market that can increase Europe's resilience and readiness for the digital age and the EU's mission to

adapt to climate change.

In addition, open science will be adopted, and framework methods and examples will be widely shared. By adopting

open science practices, DIGITAL will make data exploitable for industry participants through the development

of advanced statistical methodologies; it will also support the financial system by offering an alternative to

conventional financial intermediation. As a result, it will increase the use of more accurate estimates of

creditworthiness, reduce the possibility of fraud, and strengthen consumer and investor protection.

2.4.3. Expected economic/technological impact

The other three KIPs are designed to summarise the anticipated economic effects of DIGITAL. KIP7 refers to

innovation-based growth generation. This contribution will be realised as a result of the interdisciplinary approach

taken by the various IRPs to specific digital finance issues. Consequently, financial institutions and end users will

have access to new products and services based on AI tools, in particular: New automated trading platforms,

that enable wider access to the financial markets; systems for anomaly and fraud detection, that will help finance

service providers operate more efficiently and avoid significant costs related with fraudulent behaviours in financial

networks; predictive models for text, which in turn enable more accurate models for forecasting financial trends

(and new products based on that); XAI frameworks, that will enable end users to check the logic behind a ML-based

decision that affected them; new crypto risk indices, which will help the general public and regulators understand

how risk changes over time and support decision making; industry standard for blockchain, which will enable trust

in the technology; recommender systems for new sustainable investment products.

Sustainable finance will contribute to an intersectoral and interdisciplinary research agenda by enhancing the

industry's efficiency. Through the intersection of data analysis, AI, computational sciences, financial engineering, and

ethical regulations, DIGITAL will enable the creation of more and better jobs (KIP8). Lastly, KIP9 will follow up on

leveraging research and innovation investments. The issuance of patents across the various IRPs comprising

DIGITAL will encourage additional research in digital finance. DIGITAL will commit to providing models that

reduce costs, improve efficiency, and increase profits, allowing financial institutions and end users to increase their

investment in R&I.

Table 2.4.a Magnitude and importance of the project's contribution to outcomes and impacts

# Expected outcome Description Magnitude Importance Expected impact

KIP1 50 research papers; 5 High-quality publications for International journals, 50 more researchers. 100 Improved long-term

policy papers; continued scientific research. high Journal Impact additional papers. 5 new competitiveness of Europe's

Factor and citation score. research cooperations. financial sector.

KIP2 New European Establish new European 15 Digital Finance PhDs Comparable to two 30% of traditional EU

Doctoral Programme. Digital Finance Doctorate graduating per year additional doctoral Finance PhD

programmes programmes will be

Digital Finance

KIP3 Knowledge distributed Knowledge will be 50 conference talks. 3 Outreach to more Digital literacy in Finance

to all stakeholders disseminated via Open Science than 5000 persons. 5 increases by 10%

(incl. students, civil open science Festivals. 17 use cases new products based

society, regulators) approaches and prototypes on prototypes.

KIP4 10 new data-driven Data and AI prototype 10 new data-driven Industry can enhance 10 10% more of all EU Finance

financial products. 5 models deployed to models for Finance. of their product product offerings will move

AI models integrated. the Finance Industry. offerings to digital

KIP5 Sustainable Finance Finance product enhanced 3 sustainable prototypes New business revenues Europe will be successful

products with sustainability factors and 2 use cases >10m EUR with the EU Green Deal

28

Project: 101119635 — DIGITAL — HORIZON-MSCA-DN-2022

KIP6 New methods to New methods to detect fraud 2 enhanced/ new Potential use by all EU Strengthened EU

detect fraud and and estimate methods for fraud regulators and Fintechs consumer and investor

estimate creditworthiness detection and credit risk. focused on fraud/ credit protection. New EU

creditworthiness 2 use cases. 2 policy risk. policies and regulations

papers

KIP7 Prototypes and new New trading platform, Five new prototypes and Revenues in related The suite of digital

methodologies predictive models for text, two uses cases products is several finance products across

explainable AI billions across Europe. Europe is substantially

framework, new crypto Applied in products strengthened and globally

risk indices, recommender with 100m AUM. competitive

systems

KIP8 Training curricula for New products, smarter 17 new PhDs. Five new Each PhD leads to Digital Finance will

Digital Finance labour workforce financial products. the creation of 10x grow substantially and

more jobs regain global market

share

KIP9 New AI models for New methodologies The 4m EUR invested Digital will be the The Future of Finance is

trading and credit risk and prototypes will will lead to 40m EUR future of Finance. AI Digital. The EU Digital

lead to substantial additional revenues can contribute to Finance strategy is

revenues (as per previous several bn EUR implemented.

projects). revenues.

2. Measures relevant to researchers

DIGITAL, on the level of each researcher, will

● Incorporate sustainability and environmental concerns into important areas of the project's execution, such

as teaching and learning, and strive to prevent negative environmental consequences throughout the project's

lifespan, from planning through dissemination and exploitation

● Prevent or reduce the formation of waste and dangerous substances and, if at all feasible, sort, reuse, and

recycle any waste by-products that cannot be avoided.

● Prevent or reduce the creation of hazardous pollutants, particularly greenhouse gases, resulting from the

operation of the project;

● Prioritise carbon-neutral modes of transport for all project-related travel, including commuting, wherever

viable and practical;

● Employ teleconferencing capabilities as a supplement to actual attendance at events when physical presence

is neither absolutely required nor beneficial.

● Minimise the consumption of energy, water, and other precious resources in the project's execution.