Digital at sales, cross-sale, loyalty increase and costs, risks decrease. Practical cases and profitability assessment
β±οΈ Length: 1.2 total hours
β 4.30/5 rating
π₯ 39,248 students
π December 2025 update
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- Course Overview
- This comprehensive Professional Diploma equips participants with the strategic acumen and practical knowledge to navigate and lead the digital transformation of retail banking operations.
- Delve into the transformative power of digital technologies across sales, customer engagement, and operational efficiency, with a focus on tangible business outcomes.
- Explore the integration of digital tools within broader marketing and online business strategies to achieve sustainable growth and competitive advantage.
- Understand the critical role of digitalization in enhancing customer loyalty, boosting cross-selling opportunities, and optimizing operational costs and risk management.
- Gain insights into the financial evaluation of digital initiatives, including practical approaches to stakeholder management and investment prioritization.
- Master the principles of investment profitability planning and assessment, with a focus on accurate net profit calculation for retail banking products, augmented by practical Excel applications.
- Examine specific digital transformation case studies across consumer lending, mortgages, and other retail banking segments.
- Learn to leverage digital channels not just for transactional purposes but as strategic platforms for relationship building and value creation.
- Understand the evolving regulatory landscape and its impact on digital banking strategies.
- Develop a forward-thinking perspective on the future of retail banking in an increasingly digital-first world.
- Requirements / Prerequisites
- A foundational understanding of retail banking principles is beneficial.
- Familiarity with basic business concepts and terminology is recommended.
- Access to a computer with internet connectivity and a spreadsheet software (e.g., Microsoft Excel) is necessary for practical exercises.
- An open mind and a willingness to embrace innovative digital solutions are essential.
- Prior experience in banking or finance is advantageous but not strictly required.
- Participants should be prepared to engage with case studies and apply learned concepts to real-world scenarios.
- No advanced technical programming skills are needed, as the focus is on strategic application and financial assessment.
- Skills Covered / Tools Used
- Strategic Digital Transformation Planning: Developing roadmaps for integrating digital technologies.
- Customer Relationship Management (Digital Channels): Enhancing customer engagement and loyalty through digital touchpoints.
- Digital Sales and Cross-Selling Techniques: Utilizing digital platforms to drive revenue and expand product offerings.
- Operational Efficiency Optimization: Streamlining processes and reducing costs through digital solutions.
- Risk Management in Digital Banking: Identifying and mitigating digital-related risks.
- Financial Modeling and Investment Appraisal: Assessing the profitability of digital initiatives.
- Data-Driven Decision Making: Utilizing analytics to inform strategic choices.
- Stakeholder Management and Communication: Effectively engaging with internal and external parties.
- Project Prioritization Frameworks: Deciding on the most impactful digital investments.
- Proficiency in Spreadsheet Software (e.g., Excel): For financial analysis and modeling.
- Understanding of Key Performance Indicators (KPIs): Measuring the success of digital initiatives (e.g., NPS, CSI).
- Digital Marketing Strategy Integration: Aligning digital banking with broader marketing efforts.
- Benefits / Outcomes
- Graduates will be equipped to spearhead digitalization efforts within retail banking institutions.
- Ability to design and implement effective digital strategies that drive measurable business growth.
- Enhanced capacity to improve customer satisfaction and loyalty through digital engagement.
- Skills to identify and capitalize on cross-selling and up-selling opportunities in the digital space.
- Proficiency in reducing operational costs and mitigating risks associated with digital banking.
- Confidence in evaluating and justifying digital investments from a financial perspective.
- A strong understanding of how to calculate and demonstrate the profitability of digital banking products and services.
- Improved ability to manage diverse stakeholder expectations throughout digital transformation projects.
- A recognized professional qualification in a high-demand area of the financial services industry.
- The knowledge to adapt to the rapidly evolving landscape of digital finance and maintain a competitive edge.
- The ability to translate complex digital concepts into actionable business strategies.
- PROS
- Highly practical and application-oriented, focusing on real-world case studies and profitability assessments.
- Comprehensive coverage of digitalization across sales, service, and operations in retail banking.
- Emphasizes quantifiable outcomes like increased sales, cross-sales, loyalty, and reduced costs/risks.
- Provides valuable insights into financial planning and assessment of digital investments.
- Extensive student base and positive rating suggest high-quality content and delivery.
- Regular updates ensure the course content remains relevant to current industry trends.
- CONS
- The course length of 1.2 total hours might be perceived as very brief for such a broad and deep topic, potentially leading to a more introductory rather than in-depth coverage for certain complex areas.
Learning Tracks: English,Business,Business Strategy
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