Marketing and selling financial services differ from the equivalent techniques for products or other types of services. This course, therefore, focuses on the unique life cycle of developing, launching, marketing and selling new financial services. To ensure the practical orientation of the course, participants apply the methods taught in the course to simulate the development and sale of new financial services.
The uniqueness of financial services
Marketing life cycle
Marketing vs. sales
Developing new financial services
Launching and marketing new financial services
Selling financial services
Customer relationship management (CRM) in financial services
Evaluating service quality
New trends in marketing and selling financial services
2 days for up to 12 participants
People involved in developing, marketing and/or selling financial services who want to improve their methods and skills in those areas.