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, KPI tracking, and risk management. Tailored for finance professionals in retail banking and bancassurance to drive growth, boost cross-selling, and ensure ethical practices while navigating regulations for better customer outcomes and profitability.

from 4 to 360h 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 using 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.
- Establish KPI dashboards, conduct A/B tests, and create accurate 3-month sales forecasts.
- Implement ethical sales processes compliant with regulations, including advisor scripts.
- Align sales teams, incentives, and branch strategies to enhance cross-selling performance.
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 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 really help with learning.

André FelipePrompt Engineering Student
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