3 Day Masterclass in Retail Banking | Terrapinn Training

, 1-1 Jan 0001

3 day Masterclass

Retail Banking


Deliver Successful Retail Banking Performance In The Digital Age

Learn how to design a successful retail marketing and distribution strategy to maximise revenue.

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address key challenges

Understand the challenges that digital creates in channel choices for customers

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gain strategic advantage

Discover the major tides of change and how to address them for future success

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develop new skills

Learn how to deliver a world-class digital customer experience

discover new opportunities to maximise revenue

In this three-day intensive course, you will learn about current trends and opportunities in the global retail banking space and how to design successful retail marketing and distribution strategies to maximise revenue.

The course will help you get a feel for the required balance between the channels and understand how these new channels can be harnessed for profitable growth and expansion.


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In just 3 days you will:

  • Understand the challenges that digitalisation creates in channel choices for customers
  • Implement a world-class digital customer experience
  • Understand how to gain the right balance between branch and non-branch channels
  • Master the importance of the new channels particularly mobile and social media and why customers in specific segments prefer them for banking
  • Understand how to maximise value from these new innovations– ensure there is full appreciation of the integration of these channels and how they can work together for maximum benefit
  • Interpret the expected trends within retail banking over the next few years – understand how to adapt successfully to this new world

Organisations that will benefit:

  • Banks & Financial Institutions
  • Card Issuers
  • Government & Regulators
  • Law Firms
  • Mobile Operators
  • Retailers
  • Consultants
  • Cards & Payments Suppliers
  • Financial Service Advisors

Who will attend:

  • C-Level Executives: CEO, COO, CFO
  • Heads of Retail Banking
  • Regional Managers
  • Banking Managers
  • Branch Managers
  • General Managers
  • Heads of Marketing & Marketing Managers
  • Alternative Distribution Managers
  • Strategic Planning Personnel
  • Operations Directors
  • Finance Analysts

Course Agenda

  • Big Picture
  • Speed Networking
  • Outline, objectives and introductions
  • Challenges and trends facing retail bankers (Insights from leading consultancies such as McKinsey, E&Y, Cap Gemini)
  • Latest trends in retail banking globally
  • Priorities to adapt to a digital world
  • The impact of technology and digitisation
  • Case Studies: Tesco, HSBC, BNP Paribas, TD Dominion Trust, Banque Audi, Citi
  • How to tackle the market shift
  • Workshop: Group work and presentations on future options to address challenges
  • Revenue
  • Multi-channel or omni-channel?
  • Case Study: Santander, Garanti, Saman, Ocean Bank, Odea, Co-op, Zuno, New India
  • Case Studies: Zopa, Moven, Bank, Smile, Fidor and Funding Circle
  • The importance of customer experience
  • Case Studies: Apple, Ritz Carleton, Lush, QVC, First Direct, Amazon, M&S
  • Workshop: Group work and presentations to present options for future success
  • The importance of people
  • Case Study: Svenska Handelsbanken, Abbey National and Bank of Queensland
  • Production challenges and structure
  • Summary & Review
  • Presentation: Short presentations of planned future actions for the delegate attendees
  • Wrap

For further information please call: +44 (0)207 092 1045

  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate


We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or +65 6322 2333 (Asia Pacific)
for more details