Corporate Client Relationship Management (CRM) & Customer Centricity Masterclass
Running a corporate banking network on customer lifetime value — segmentation, proactive relationship management, risk-adjusted pricing and the CRM machinery that makes it stick.
Format
Classroom · Virtual
Upcoming sessions
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Most corporate banking networks lose money quietly: relationship managers react instead of anticipate, cross-sell stays flat, and price pressure fills the space where insight should be. This masterclass shows how to run the network on customer lifetime value instead. The cohort works through segmenting corporate customers by product and financing need, preparing calls that respond to what each client actually requires, and building innovative proposals that lift share of wallet and loyalty. It covers setting goals for branches and relationship managers, monitoring marketing campaigns, risk-adjusted product pricing, and measuring client and product profitability — plus the multi-channel, banking-specific CRM and sales-tracking machinery, and the regulatory requirements of compliant client onboarding.
What you will do
Who attends
- Executives and managers in corporate and SME banking
- Regional and branch managers
- Relationship managers and product specialists
- Marketing, sales and controlling departments
- Trade finance, cash management, credit and digital banking teams
Programme agenda
Built for the decisions no textbook prepares you for
I.Segmentation and customer value
- Segmenting corporate customers by product and financing need
- Optimising marketing effort by customer lifetime value
- Relationship-management approaches for SME banking customers
II.The relationship manager’s craft
- Proactive client management and call preparation
- Analysing client financial needs and responding with innovative proposals
- Corporate banking products, services and product bundling
III.Pricing and profitability
- Risk-adjusted product pricing
- Measuring client and product profitability
- Appropriate pricing for different client segments
- Goal-setting and monitoring for branches and RMs
IV.CRM systems and onboarding
- Multi-channel, banking-specific CRM and sales-tracking automation
- Customer data access at the point of interaction
- Regulatory requirements, compliance and client onboarding
Frequently asked
What does the corporate CRM and customer centricity masterclass cover?
The programme shows how to run a corporate banking network on customer lifetime value: segmenting corporate and SME customers by product and financing need, preparing calls that anticipate each client’s requirements, building proposals that lift share of wallet, risk-adjusted pricing, profitability measurement, goal-setting for branches and relationship managers, and the CRM machinery behind it all.
Does the course address CRM systems and client onboarding?
Yes. Sessions cover multi-channel, banking-specific CRM and sales-tracking automation, customer data access at the point of interaction, and the regulatory requirements of compliant client onboarding — so the network gains discipline without losing the client on the way in.
Who is this masterclass for, and can it be tailored to our bank?
It suits executives and managers in corporate and SME banking, regional and branch managers, relationship managers, product specialists, and marketing, sales and controlling teams. Every BIZENIUS programme is available in-house, tailored to your segments and products, and delivered in English or French; dates run on a rolling calendar and fees are quoted on enquiry.
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.