Marketing and Management of Financial Products and Services Course
Gain mastery in marketing and managing financial products using practical tools for customer segmentation, compliant multi-channel campaigns, sales processes, KPI dashboards, and risk management. Tailored for finance professionals in retail banking and bancassurance to drive growth, boost cross-selling, and ensure regulatory compliance while enhancing customer outcomes.

from 4 to 360h 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 will 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 campaigns across multiple channels for banking and insurance products.
- Develop profitable customer segments and strong value propositions for core financial products.
- Create KPI dashboards, conduct A/B tests, and produce three-month sales forecasts.
- Establish ethical sales processes compliant with regulations, including advisor scripts.
- Coordinate sales teams, incentives, and branch strategies to enhance cross-selling performance.
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 classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change 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 switch 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, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
FAQ
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course