Mass Market Retail Banking requires a change in how the bank designs and delivers products and services to mass-market, low-banked and un-banked customers. The use and take-up of traditional banking services (deposits, term deposits, savings and investments) remains low in emerging markets. As a result, for low and un-banked customers cash is still King. However, a new focus on transactional revenue using highly digital, low-value, high volume electronic transactions represents an exciting opportunity for banks.
Learn from the successful banks
This Mass Market Banking course is designed to provide participants with a comprehensive understanding of alternative banking distribution and agency banking models. Participants will gain insights into the concepts, strategies, and technologies that enable financial institutions to reach underserved populations and expand their customer base through innovative distribution channels.
What has changed?
Changing demographics, education and wealth distribution has been driven in recent years by the dramatic fall in the costs of technology and stellar advances in Mobile & Digital Innovation. It appears to have awakened new interest from major banking players. They now see the opportunities in new and fast-growth markets, recently suggested by new Solveworx research.
There is a definite requirement for Transactional banking in the provision of person-to-person payments, domestic and international remittances, pre-paid purchases, and payment mechanisms. It represents a great opportunity to engage customers and build a sustainable, profitable business, with services crafted and priced to market requirements.
Modern banks realise that Innovation and Digital matters. However, nearly two decades after the introduction of Branchless Banking and Remote Banking Technology, many banks are still struggling to take advantage of the benefits
COURSE OBJECTIVES
This course focuses on the latest retail banking trends and the future of retail banking. It looks at how to best improve banking customer experience through providing mobile money services and integrating state-of-the-art mobile payment platforms
- Understand the concept of alternative banking distribution and agency banking.
- Examine lessons & the experiences of Mobile-only banks from Europe, Australia & the Middle East, including who is getting it right & why
- How to break out of the mobile 'Walled Garden' & why taking your Mobile brand Beyond 'Cards, Accounts & Wallets', into cross-selling, up-selling & Value Added Services are the key to retail distribution success
- Identify the benefits and challenges associated with alternative banking distribution models.
- Analyze the regulatory framework governing agency banking operations.
- Evaluate the potential market and customer segments for alternative banking services.
- Design effective strategies for implementing alternative banking distribution channels.
- Explore innovative technologies and tools used in alternative banking distribution.
- Recognise the key success factors and best practices for agency banking operations.
- Develop risk management strategies for alternative banking distribution models.
- Evaluate the impact of alternative banking distribution on financial inclusion.
- Apply the knowledge gained to develop practical action plans for implementing alternative banking distribution and agency banking in their organisations.
What the Course covers
- Digital Innovation and Transformation Strategy in Emerging Markets
- Retail Banking Trends and Strategies
- Retail Banking Products and Solutions
- The Critical Factors that drive Mass Market Banking
- Challenges before the Retail Banking Industry, Lessons & Case Studies
- Case Studies and Examples from Successful Banks
- What Banks can learn from Mobile Network Operators
- Banking Products and Services
- Retail Banking Pricing & Perceptions
- What we have to do to get there
- Improving Retail Banking Customer Experience
- Managing Growing Customer Numbers, Dormancy, Churn and Abandonment across channels
- Access Channels
- Branches
- Mobile Banking
- ATM's
- POS
- Agent and Agent Banking
- Retail Banking Products & Value Added Services:
- Account, Pre-Paid Cards and Digital Wallets
- Prepaid Transactional Services
- Bank Support Services through Call Centres and Internal Staff Capability
- Managing the Distribution Network for Mobile & Branchless Banking
- Customising and Designing your Retail Banking Strategy for an Emergent Market ' Case Studies from successful banks like Equity bank
- Retail Banking Products and Services, and Mobile Payment Technology Innovations for Emerging Markets
- How to provide the kind of Financial Services that our Customers need and want
- Capture Market Share & Revenue on a low-cost scalable base
- Building out the Retail Banking Distribution Network for Mobile & Branchless Banking
- Growing the Banks' Footprint & Presence at low-cost
- Solving the "Cash-in-Cash-Out" conundrum
While there are no specific pre-requisites to attend the Mass Market Retail Banking course, it assumes Delegates have an understanding of broad banking principles and practise, and are reasonably familiar with the main functions and concepts of Retail Banking; and, have either previously or currently worked in a leadership role in Banking; or are preparing for such a role in the future
The course is ideally suited for those currently in these roles or preparing for roles including;
- Heads of Retail, Business, Operations & Marketing
- Retail Distribution Leaders & Operational Risk
- Project, Marketing, Innovation & Technology Practitioners
- Technology and Digital Innovation Leaders, Managers & Practitioners
- Project Managers, Digital and Mobile Banking Product Heads, Leaders, Innovators and Specialists
Module 1- Introduction to Alternative Banking Distribution
- Definition and scope of alternative banking distribution
- Evolution and significance of alternative banking models
- Comparison with traditional banking distribution channels
Module 2- Agency Banking Models
- Understanding agency banking and its benefits
- Types of agency banking models (agent networks, mobile banking, etc.)
- Case studies of successful agency banking implementations
Module 3- Regulatory Considerations
- Regulatory framework and guidelines for agency banking
- Compliance requirements and risk management considerations
- Addressing legal and operational challenges
Module 4- Market Analysis and Customer Segmentation
- Identifying target markets for alternative banking services
- Assessing customer needs and preferences
- Segmentation strategies for effective market penetration
Module 5- Managing & influencing Customer Conversations
- The power of social networks) - Social media marketing, strategies, & tactics
- Building Brand/Product credibility) - Social Media Life-cycles & managing negative reviews
- Converting early adopters to loyal Customers
Module 6- Implementation Strategies
- Designing a robust alternative banking distribution strategy
- Developing partnerships and agent recruitment strategies
- Distribution channel management and optimization
Module 7- Technological Solutions for Alternative Banking Distribution
- Overview of technological enablers (mobile banking, biometrics, etc.)
- Evaluating infrastructure requirements and investment considerations
- Security and fraud prevention measures
Module 8- Best Practices and Success Factors
- Case studies of successful alternative banking distribution initiatives
- Key success factors and lessons learned
- Building a sustainable agency banking ecosystem
Module 9- Financial Inclusion and Impact Measurement
- Assessing the impact of alternative banking on financial inclusion
- Metrics and indicators for measuring success
- Monitoring and evaluation frameworks
Module 10 - Banking Beyond Cards, Accounts and Savings
- Open Banking Boost - Beyond Cards, Accounts & Wallets
What’s driving mobile trends: A day in the life of your customer
Fintech Banking - Cross-selling, up-selling & Value Added Services
Module 11 - Design Thinking to boost creativity in the organisation
- Why think like a designer?
- Design Thinking application examples
Collaborate, ‘in house’ or outsource?
Module 12- Action Planning and Implementation
- Developing an action plan for implementing alternative banking distribution
- Stakeholder engagement and change management strategies
- Monitoring progress and adapting the implementation approach
CLASS | GROUP TRAINING | |
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Live Interaction | |
Course Manual and Materials | |
Multi-Day Sessions | |
Course Certificate | |
♿ | Friendly (please advise on booking) |
ONLINE TRAINING | |
Course Manual and Materials* | |
Lecture Videos 'On-Demand'* | |
Reminders and In-Class assistant* | |
Course Certificate | |
Read our TERMS & CONDITIONS APPLY |
Digital Innovation
The current wave of Digital Banking Innovation, that has emerged in the past 2 years has changed the face of banking, & competition from non-bank providers has changed retail banking forever