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
This course includes:
- 1.5 hours on-demand video
- 3 downloadable resources
- Full lifetime access
- Access on mobile and TV
- Certificate of completion
Description
Postgraduate Diploma: Retail Banking Digitization: Business Cases and ROI Assessment
Our courses appeal to everyone who works or wants to work in the following fields: banking, fintech, IT, digital technology.
We will provide an introduction to the topic of digitization and the use of digital tools in retail banking.
We then look at a concrete example from a global banking group business. You’ll look at consumer, mortgage, online retail banking and general credit cases.
We will discuss using digital tools to increase sales, service and loyalty while reducing operational costs and levels of risk.
Finally, we’ll talk about investment valuation, profitability and monetization planning, and investment prioritization.
This course will also be of interest as an example to anyone who needs more skills in the areas of: Business, Stakeholder Management, Project Management, Product Management, Leadership. This course is of interest to careers: Product Owner, Platform Owner, Project Manager, Digital Specialist, Retail Banking Specialist.
Course Objectives:
- Provide examples of evaluating digital investments in terms of choosing between different teams and the needs of a broad list of stakeholders.
- Explore the key drivers for increasing profitability in digital retail banking.
- Explore practical use cases of digital tools in retail banking.
Course content:
- Introduction of digitalization of sales, service, operations in retail banking and as an example for each area of ​​business development
- Digitalization strategy. Take advantage of digital tools for business growth as part of online marketing and business strategy
- Example of digital investment valuation. Case studies in stakeholder management and investment priorities
- Plan and evaluate the profitability of investments. A comprehensive approach to calculating profitability, using Excel, calculating net profit from retail banking products, analyzing drivers of profitability.
- Digitization in consumer, mortgage and retail credit
- Digital tools in B2B sales, B2C sales, CRM Customer Relationship Management
- Budgeting factors for digital teams
- Examples of digitizing areas:
- Sales growth
- Cross selling growth
- Increased customer loyalty (NPS, CSI)
- Reduction in spending rates
- Reducing the level of risk
Course Author:
Igor Dmitriev
Expert for digital business and personal customer business
Education:
- MBA, Boston University, USA
- MSc Engineering Management (Technical), State University of New York at Buffalo, USA
- Master of Informatics and Economics, St. Petersburg State University of Finance and Economics, Russia
- Six Sigma Black Belt
Experience:
- Banking Expert (>15 years), FinTech & Digital (>12 years). Experienced manager (>10 years) with a successful history in human resources and corporate entrepreneurship.
- More than 10 years in global banking groups such as Societe Generale, Raiffeisenbank.
- Experience in the positions of: CEO, Head of Business, Chief Digital and Marketing Officer, Head of Digital Transformation and Channels, Head of Product and Marketing.
Related topics:
- Finance and the basics of commercial banking
- Entrepreneurship and business basics
- English language courses
- Project management
- Digital marketing and acquisition
- Business and digital strategy, marketing strategy
- Machine learning and AI ROI calculations
- Retail banking online business
- Sales and service management skills
- Digital in Banking, Digital Banking, Digital Bank, Internet Bank, Online Bank
- Digital sales and services. How to digitize a bank
- How to digitize banks in America and other countries, digitize US banks
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