Productivity and Business Management tools and techniques are essential attitudes, systems, applications, controls, methodologies critical for Financial Institutions to be able to cope with the changing markets and operations by ensuring internal competitiveness and improving business performance. Productivity courses on Adansonia are designed to equip staff of financial service providers with strategies to improve productivity on the job and also to broaden their understanding on a variety of tools that enhance effectiveness in work execution.

Client service delivery in a financial institution set up has a unique set of challenges. Among these are issues such as confidentiality, management of people in financial crisis and desperation who will do anything to secure a facility, service delivery to clients from a variety of social backgrounds among others.

Fraud remains a major concern for many financial institutions. This has become even more of a challenge with the adoption of technology and innovations by most of the institutions. Yet most institutions have not reflected on the range of factors contributing to fraud the increasing fraud cases. There is need for financial institutions to adopt a proactive approach to fraud management. This course provides learners with the required knowledge and skills for strengthening internal systems and processes for effective fraud management.

Course Objectives: The course is designed to help learners:

  • Outline the concept of fraud and fraud risk;
  • Explain the types, sources and key drivers of fraud; and
  • Describe the elements of an effective fraud risk management framework.

Target Learners: Operations Managers, Internal Auditors, Credit Officers, Risk and Compliance Officers and other Management staff of financial institutions.

Businesses exist to serve their chosen market. Clarity in markets served by businesses with respect to size and characteristics ensure strong alignment between products/services and their target markets. Most Financial Services Providers (FSPs) especially those serving clients at the bottom of the pyramid have not adequately articulated the markets to enable them serve these markets with appropriate products and through appropriate delivery mechanisms. The course is designed to provide guidance on market definition and development of appropriate strategies to reach the chosen market. Practical examples are provided on what should be considered by financial institutions in market definition, estimating market size and share, segmentation and targeting.

Course Objectives: The course is designed to help learners:

  • Explain the importance of understanding markets for FSPs;
  • Appreciate the linkage between market size and Market Share on one hand and business growth on the other hand;
  • Explain how to use market segmentation to enhance FSPs profitability and sustainability; and
  • Explain various steps for conducting market segmentation.

Target Learners: Operations Managers, Marketing Managers, Credit Managers, and Officers of financial institutions.