Marketing and Management of Financial Products and Services Course
This course equips finance professionals with practical skills to master marketing and management of financial products like cards, accounts, and insurance. It covers customer segmentation, compliant multi-channel campaigns, sales processes, KPI dashboards, forecasts, ethical practices, risk control, and team alignment to drive growth in retail banking and bancassurance while ensuring regulatory compliance and better customer outcomes.

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 across branch, phone, and digital channels. You will learn customer segmentation, journey mapping, value proposition refinement, KPI setup, dashboards, forecasts, risk management, regulation compliance, and ethical selling for sustainable growth and improved customer results.
Elevify advantages
Develop skills
- Design compliant campaigns across multiple channels for banking and insurance.
- Create profitable customer segments and strong value propositions.
- Set up KPI dashboards, A/B tests, and short-term sales forecasts.
- Develop ethical sales processes and scripts that meet regulations.
- Align teams, incentives, and tactics to increase 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 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 help a lot with learning.

André FelipePrompt Engineering Student
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