Marketing and Management of Financial Products and Services Course
This course equips finance professionals with practical tools to master marketing and management of financial products. Key areas include customer segmentation, compliant multi-channel campaigns, sales processes, KPI dashboards, forecasts, and risk control, tailored for growth in retail banking and bancassurance. Ideal for driving sales in cards, accounts, and protection products while ensuring ethical practices and regulatory compliance.

4 to 360h flexible workload
certificate valid 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 selling management for sustainable growth and improved customer results.
Elevify advantages
Develop skills
- Design compliant multi-channel campaigns for retail banking and insurance.
- Build profitable customer segments and value propositions for key products.
- Set up KPI dashboards, A/B tests, and 3-month sales forecasts.
- Implement ethical, regulation-proof sales processes and advisor scripts.
- Align sales teams, incentives, and branch tactics to boost cross-sell.
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 are saying
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to switch platforms... I thank you 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 presentation style and video transcription, which speeds up the process!

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

André FelipePrompt Engineering Student
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