Professional Diploma in Digitalization of Retail Banking
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
Professional Diploma in Digitalization of Retail Banking: Business cases and 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.
Course content:
- 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
- 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, analysis of profitability drivers.
- Digitalisation at Consumer Lending, Mortgage and Retail
- Digital tools at B2B Sales, B2C Sales, Customer Relationship Management CRM
- Factors of budgeting of digital teams
- Examples of areas of digitization:
- growth of sales
- growth of cross-sale
- growth of clients loyalty (NPS, CSI)
- decrese of cost level
- decrease of risk level
Course author:
Igor Dmitriev
Digital Business and Retail Banking Expert
Education:
- MBA, The Boston University, USA
- Master of Science at Engineering (Technical) Management, The State University of New York at Buffalo, USA
- Master of Science at Informatics and Economics, The Saint Petersburg State University of Finance and Economics, Russia
- Six Sigma Black Belt
Experience:
- Expert at Banking (>15 years), FinTech & Digital (>12 years). Experienced Manager (>10 years) with successful track of records at personal and corporate entrepreneurship.
- More than 10 years at worldwide banking groups such us Societe Generale, Raiffeisenbank.
- Experience at roles: CEO, Head of Business, Chief Digital & Marketing Officer, Head of Digital Transformation and Channels, Head of Products and Marketing.
Linked topics:
- Finance and Commercial Banking Fundamentals
- Entrepreneurship and Business Fundamentals
- English Language course
- Project Management
- Digital Marketing & Acquisition
- Business and Digital Strategy, Marketing Strategy
- Machine learning and AI profitability calculations
- Retail Banking Online business
- Sales and Service management skills
- Digital in banking, Digital banking, Digital bank, Internet Bank, Online bank
- Digitalized sales and service. How to digitize a bank
- How to digitise a bank at America and other countries, digitisation of banks at USA
Who this course is for:
- Course will be interesting to persons working at areas: retail banking, digitisation, IT and for anybody who want to increase knowledge about digital strategy, sales and service management
- Course will be interesting as an example for any retail or b2b/b2c sales industry
Instructor
- 4.3 Instructor Rating
- 13,401 Reviews
- 256,813 Students
- 104 Courses
MTF Institute of Management, Technology & Finance
MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on higher & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.
MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.
MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry, and resident of the incubator "The Fintech House of Portugal".
MTF is present in 205 countries and has been chosen by more than 230,000 students.
The Institute of Management, Technology and Finance (MTF), a leading institution dedicated to providing practical and cutting-edge education in the fields of business, technology, and finance. Our institute has a history that began in 2021 as The Retail Banking School, focused on addressing the practical and modern challenges of the retail banking industry, finance, and fintech. However, recognizing the evolving needs of the business world, we underwent a transformative redevelopment in 2023, becoming the Institute of Management, Technology and Finance. This redevelopment enabled us to expand our focus and cater to the growing demand for expertise in IT, technology areas, business, and entrepreneurship.
Our Motto: Scientia et Pratique. At MTF, we pride ourselves on our strong commitment to practical business knowledge. We understand that success in the modern professional landscape requires not only theoretical understanding but also the ability to apply that knowledge in real-world scenarios. Our curriculum is designed to empower our students with the necessary skills, tools, and mindset to excel in their chosen fields. Through hands-on projects, case studies, and experiential learning, we ensure that our students gain the practical expertise needed to thrive in today's dynamic business environment.
We believe in fostering the growth and development of our students on multiple levels. Beyond imparting technical knowledge, we place great emphasis on nurturing a growth mindset, enabling our students to embrace challenges, adapt to changes, and continuously evolve in their careers. We support the development of our students' skillset by providing access to state-of-the-art resources, cutting-edge technologies, and industry-relevant tools. By doing so, we prepare our students to become agile professionals capable of navigating the complexities of the business world.
At MTF, our mission is to provide valuable knowledge that supports the building of successful careers and businesses. We are dedicated to equipping our students with the skills, insights, and practical know-how they need to make a positive impact in their professional endeavors. We strive to foster a learning environment that promotes innovation, creativity, and ethical decision-making. Our values revolve around excellence, integrity, collaboration, and a student-centric approach. We are committed to empowering our students to become industry leaders and change-makers.
We understand that learning is a lifelong journey, and we recognize the importance of continuous professional development. The business landscape is ever-evolving, and staying ahead requires a commitment to learning and staying updated with the latest trends and advancements. As an institute, we are dedicated to being a provider of valuable knowledge and skills that can help professionals thrive in their respective industries. Through our rigorous curriculum, ongoing research, and partnerships with industry leaders, we strive to ensure that our students receive the highest quality education that prepares them for the challenges and opportunities of the future.
Join us at the Institute of Management, Technology and Finance and embark on a transformative educational journey. Discover your potential, unlock new opportunities, and become a catalyst for change in the dynamic world of business, technology, and finance.
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