What you’ll learn:
Introduction to digitisation of sales, service, operations at Retail Banking and as an example for each area of business development
Digitalisation Strategy. Usage of Digital tools for growth of business, as a part of Marketing and Online Business Strategy
Examples of areas of digitization: increasing of sales. cross-sales, clients loyalty (NPS, CSI), decreasing of operational cost and risks
Example of assessment of digital investments. Practical case of stakeholders management and investments prioritisation
Investment profitability planning and assessment. Overal approach of profitability calculation, excel usage, retail banking products net profit calculation
Digitalisation at Consumer Lending, Mortgage and Retail
Project Management and Digital Leadership Skills
Digital tools at B2B Sales, B2C Sales, Customer Relationship Management CRM
Requirements:
Basic understanding of retail banking products and processes
Description:
Digitalization at Retail Banking: Assessment of investment profitability
Our course will be interesting for anybody who work or wish to work at areas: banking, fintech, IT, digital technologies.
We will go through introduction to topic of digitalisation and usage of digital tools at Retail Banking.
Next we will consider practical examples from business of worldwide banking group. You will see cases from Consumer Lending, Mortgage, and online and general retail banking business.
We will diskuss usage of digital tools at sales, service and loyalty increasing, and at decreasing of operational costs and risks level.
As a final we will talk about assessment of investments, about planning of profitability and monetisation and about prioritisation of investments.
This course will be interesting also as an example for anybody who need more skills at areas: Business, Stakeholder Management, Project Management, Product Management, Leadership. Course will be interesting at career of: Product owner, Platform owner, Project Manager, Digital expert, Retail Banking Expert.
Course purposes:
– Provide an example of assesment of digital investments in case of choosing between different teams and needs of wide list of stakeholders.
– Consinder basic drivers of profitability increase at retail banking digitization.
– Consider practical cases of usage of digital tools at retail banking.
