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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...

Found 24 Training Providers

Alumno Consulting

Premium Provider

Welcome to Alumno Consulting. We offer training and education consulting to the financial services industry globally We believe that training should be fun and engaging regardless of the topic From graduate schemes to board level consultation, Alumno consulting would love to help design and/or deliver the training you always wished you had

Location
United Kingdom
Daily Rate
£2,500£4,000

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AlHuda Centre of Islamic Banking & Economics

AlHuda CIBE is dedicated to promoting Islamic banking and finance globally. With 16 years of diligent work, it has become a distinguished service provider in Islamic banking and finance, offering a one-stop solution with a team of dedicated professionals. Their services include advisory & consultancy, research & development, education & capacity building, Shariah advisory, and organizing publications & events.

Location
UAE
Daily Rate

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REMIT GROUP LIMITED

Remit Training is an Ofsted Grade 1 provider, and recognised for its outstanding leadership and management. We specialise in supporting employers with managing both the apprenticeship levy and Government funded support in automotive, IT, business, retail, food manufacturing, hospitality and management. We are focused on the experience of our learners and providing real career opportunities for young people and adults. Our team is passionate about developing employer partnerships using apprenticeship training and we work closely with a number of employers, schools and colleges to deliver effective and innovative apprenticeship programmes and commercial courses. We have a long track record of working closely with industry bodies and employers to ensure training is relevant, effective and provides a high return on investment. Training delivery is tailored to suit the needs of every learner and the employer and excellent support is provided for remote learning.

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ManchesterCF Financial Intelligence

Based in Toronto, ManchesterCF develops financial intelligence training programs with a global perspective. Our expertise is derived from solid experience in international banking, financial intelligence and compliance. WHAT WE DO ManchesterCF has combined computer-based training, digital textbooks and knowledge assessments into an online training solution called FIU Connect.

Location
Canada
Daily Rate

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Cash Control Inc.

Cash Control Inc. offers financial planning and money management services, including budget creation, spending tracking, and achieving financial goals. Sara Robertson, with over 20 years of experience, provides personalized financial planning and coaching.

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FinXL

Offers training in Financial Modelling and Equity Research, aiming to provide practical exposure and skills necessary for corporate finance job roles. The course duration is 3.5 months with lifetime access, suitable for any graduate, fresher, or experienced individual.

Location
India
Daily Rate

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Forex School Online

Forex School Online offers a comprehensive free introduction to forex course, along with lessons on using price action trading strategies. They are geared towards helping individuals become profitable forex traders with a variety of lessons and strategies. Email: Not explicitly provided, but a contact email can likely be found on their website.

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BBE Training Ltd

BBE are specialists in Management & Leadership, Accounting & Finance and Education and Training.

Our courses are ideally suited to individual learners looking to boost their career and promotion prospects.

We work alongside the Armed Forces, blue light services, charities, small businesses, and blue-chip companies, as well as international education organisations providing course deliveries, suited to your organisations’ needs.

Course delivery is via our award winning ​ distance learning platform, blended learning or classroom delivery at your place of business or at a centre of your choice. We offer eLearning internationally.

We are an approved ELCAS and CITB training provider.

Our robust and secure policies and systems led to us being awarded TQUK direct claims status. All BBE courses hold accreditation from esteemed awarding bodies like TQUK, CMI, AAT, and Sage.

Our Distance Learning courses benefit from dedicated tutor support, ensuring continuity, and an understanding of the learners’ needs, which is central to our customer service ethos.

With an excellent Student Support team and a highly qualified tutor and IQA network, learners can trust that they will receive dedicated support to achieve their learning aims, goals, and aspirations.

BBE Training Ltd is part of the Citrus Group, and together we offer 300+ courses with over twenty accreditations from industry recognised awarding bodies and access to over 120 assessors and delivery centres across the UK.

Location
United Kingdom
Daily Rate

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ADGM Academy

ADGM Academy is part of the Abu Dhabi Global Market (ADGM), a financial free zone in Abu Dhabi, UAE. It aims to promote Abu Dhabi as a global financial center and contribute to the international financial services industry. The academy offers educational and human capital programs for banking, finance, and public services, aiming to align with the UAE leadership's vision for a strong economic sector.

Location
UAE
Daily Rate

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LemonadeLXP

All in one learning experience platform

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Credit Union Webinars

CUWebinars.com offers a comprehensive library of live and OnDemand compliance webinars tailored for credit unions. These expert-led regulatory compliance and professional development training webinars are designed to keep credit union teams informed and compliant with the changing regulatory landscape. The platform provides over 450 webinars per year, covering a wide range of topics including Accounting/Reporting, Deposit, General Compliance, Human Resources, Lending, and IRAs.

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International Finance Institute

We know that the best way for you to learn investment banking is to study with highly experience investment bankers in a way that allows them to give you personal attention. As a result, we select our banker-instructors based on their knowledge and success in the finance industry. They’ve done hundreds of financial transactions worth many billions of dollars. Now, they want to share their expertise with our students and guide them to successful careers in finance.

Location
Canada
Daily Rate

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Showing 1 12 of 24 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.

** to Become a Top Provider

Customer Data Management

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

** to Become a Top Provider

Sales and Marketing Integration

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

** to Become a Top Provider

Customer Segmentation and Targeting

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

** to Become a Top Provider

Performance Measurements and Analytics

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

** to Become a Top Provider

Explore endless learning possibilities! Dive into diverse topics and find your perfect course on our marketplace today.

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Loan Types and Products

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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