Marketing and Management of Financial Products and Services Course
Master marketing and management of financial products like cards, accounts, and insurance using tools for customer segmentation, compliant multi-channel campaigns, sales processes, KPIs, dashboards, forecasts, and risk control. Ideal for finance professionals in retail banking and bancassurance seeking sustainable growth and better customer results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This practical course teaches designing compliant 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 growth and customer outcomes.
Elevify advantages
Develop skills
- Design compliant campaigns across channels for banking and insurance.
- Build profitable customer segments and value propositions.
- Set up KPI dashboards, A/B tests, and sales forecasts.
- Implement ethical, regulation-compliant sales processes.
- Align teams, incentives, and tactics for cross-selling.
Suggested summary
Before starting, you can change the chapters and 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 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 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
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