Marketing and Management of Financial Products and Services Course
Gain expertise in marketing and managing financial products using practical tools for customer segmentation, compliant multi-channel campaigns, sales processes, KPIs, and risk management. Tailored for finance professionals in retail banking and bancassurance to drive growth and enhance customer outcomes through ethical practices and data-driven strategies.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This practical course teaches designing compliant, effective campaigns for cards, accounts, and protection products via branch, phone, and digital channels. You'll learn customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasts, plus risk, regulation, and ethical sales management for sustainable growth and improved customer results.
Elevify advantages
Develop skills
- Design compliant multi-channel campaigns for retail banking and insurance products.
- Develop profitable customer segments and compelling value propositions.
- Create KPI dashboards, conduct A/B tests, and produce 3-month sales forecasts.
- Establish ethical, regulation-compliant sales processes and advisor scripts.
- Align sales teams, incentives, and branch strategies to maximise cross-selling.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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