Understand key strategies for customer acquisition and retention

Develop personalized banking products for different customer segments

Leverage digital tools and platforms to enhance customer engagement

Apply best practices for customer relationship management (CRM)

Introduction to Retail Banking

• Overview of the retail banking landscape

• Customer expectations in the modern banking environment

• Quiz: Identify key trends in retail banking

Customer Acquisition and Retention Strategies

• Developing targeted marketing and outreach programs

• Personalization strategies for customer acquisition

• Practical case: Create a customer retention strategy for a retail bank

Enhancing Customer Engagement

• Building customer loyalty through digital tools

• Utilizing CRM systems for effective customer relationship management

• Practical case: Develop a digital engagement plan for a retail bank

Product Development and Personalization

• Designing banking products to meet customer needs

• Segmenting customers for personalized product offerings

• Practical case: Design a personalized savings product for millennials

Digital Transformation in Retail Banking

• Leveraging mobile banking, AI, and data analytics for customer insights

• The role of omnichannel banking in customer engagement

• Practical case: Implement a digital banking platform for customer engagement

Numerous practical examples illustrating the different studied concepts

Practical cases to draw parallels with the concepts learned

Retail banking professionals

Marketing managers in financial institutions

Product development managers

Customer relationship managers

Basic understanding of retail banking operations

Training structured around skill transfer

Acquisition of operational skills through practice and experimentation

Collaborative learning during synchronous sessions

Multi-stage learning path to allow engagement, learning, and transfer

Training promoting participant engagement for better anchoring of lessons

Skill evaluation will be conducted throughout the training by the participant (self-evaluation) and/or the trainer according to the training methods.

Online training evaluation on your participant space:

• Immediate evaluation at the end of the training to measure your satisfaction and perception of skill improvement against training objectives. With your agreement, your overall rating and comments will be published on our site via Verified Reviews.

• Post-training evaluation 40 days later to validate the transfer of your acquired skills in the workplace

Attendance tracking and issuance of an individual training certificate or a certificate of completion