Marketing and Management of Financial Products and Services Course
Gain mastery in marketing and managing financial products through hands-on tools for customer segmentation, compliant multi-channel campaigns, sales processes, KPIs, and risk management. Tailored for finance professionals boosting growth in retail banking and bancassurance with practical strategies for real-world success.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This practical course teaches you to create compliant, effective campaigns for cards, accounts, and protection products using branch, phone, and digital channels. You will learn customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasting, plus risk, regulation, and ethical sales 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, run A/B tests, and prepare 3-month sales forecasts.
- Establish ethical sales processes and advisor scripts that meet regulations.
- Coordinate 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 workloadWhat our students say
Your lessons 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 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, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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