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Customer Relationship Management (CRM) Retail Banking

Customer Relationship Management (CRM) is a vital subject in business studies that focuses on the strategies, technologies, and practices used Read more...

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Found 37 Training Providers

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Welkin

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At Welkin, we are dedicated to empowering individuals and organizations to reach their full potential. Our services are designed to combine strategic insight with practical solutions, ensuring sustainable growth and lasting impact.

Consulting

We provide tailored strategic advice to help organizations identify opportunities, streamline operations, and enhance overall efficiency.

Education & Professional Training

Through workshops, courses, and seminars, we equip professionals with the knowledge and skills needed to excel in today’s fast-changing business environment.

Coaching

Our coaching programs—whether individual or team-based—focus on leadership development, performance enhancement, and personal growth, creating lasting positive change.

Efficiency & Performance Optimization

We help organisations refine internal processes, increase productivity, and strengthen employee engagement, leading to measurable and sustainable results.

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Location
Switzerland

Showing 37 37 of 37 Training Providers

Top 5 Corporate Customer Relationship Management (CRM) Retail Banking Courses

CRM Strategy Development

Understanding how to create and implement a comprehensive CRM strategy that aligns with business goals and enhances customer relationships.

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Customer Data Management

Learning techniques for collecting, storing, and analyzing customer data to improve personalization and decision-making.

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Sales and Marketing Integration

Exploring methods to integrate CRM systems with sales and marketing processes to streamline operations and improve efficiency.

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Customer Segmentation and Targeting

Studying how to segment customers based on various criteria to deliver tailored marketing campaigns and personalized experiences.

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Performance Measurements and Analytics

Learning to use CRM analytics tools to measure the effectiveness of CRM initiatives and make data-driven improvements.

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Related Topics

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Understanding the various types of consumer loans, such as personal loans, mortgages, auto loans, and credit cards, and their specific features and uses.

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Credit Analysis and Risk Assessment

Learning techniques for evaluating the creditworthiness of borrowers and assessing the risks associated with lending to different consumer profiles.

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Loan Underwriting Process

Studying the procedures and criteria used to approve or deny loan applications, including documentation, verification, and decision-making.

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