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, KPI dashboards, and risk management. Tailored for finance professionals in retail banking and bancassurance to drive business growth and enhance customer satisfaction through ethical practices and data-driven strategies.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This practical course teaches designing compliant campaigns for cards, accounts, and protection products across branch, phone, and digital channels. You will learn customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasts, risk management, regulatory compliance, and ethical selling for sustainable growth and improved customer results.
Elevify advantages
Develop skills
- Design compliant multi-channel campaigns for banking and insurance products.
- Develop profitable customer segments and value propositions for key financial products.
- Create KPI dashboards, conduct A/B tests, and prepare 3-month sales forecasts.
- Implement ethical sales processes and advisor scripts compliant with regulations.
- 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 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 change chapters and skip content that I don't need.

Mariana FerresPhotography Student
I like the content and the way of presentation 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 help a lot in learning.

André FelipePrompt Engineering Student
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