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 and services. It covers customer segmentation, compliant multi-channel campaigns, sales processes, KPI dashboards, forecasting, and risk control, tailored for driving growth in retail banking and bancassurance environments.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This practical course teaches how to create 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, forecasting, alongside risk, regulation, and ethical sales management to foster 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.
- Establish KPI dashboards, conduct A/B tests, and create three-month sales forecasts.
- Implement ethical sales processes compliant with regulations, including advisor scripts.
- Align sales teams, incentives, and branch strategies to enhance 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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