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 · Live Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
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
Do these programmes cover the Basel III final reforms and the ICAAP/ILAAP cycle?
Yes. The BIZENIUS banking curriculum is built around the Basel III endgame, ICAAP, ILAAP, IRRBB, IFRS 9 provisioning, stress testing and BCBS 239. Participants leave able to quantify the output floor on their own portfolios, write capital and liquidity documents that withstand supervisory review, and defend the numbers to their board.
Are the programmes adapted to regional supervisors such as SAMA, CBUAE or BCEAO?
Casework is built around supervisory documents rather than textbook theory, and faculty include former practitioners who have sat on both sides of an examination. Programmes address the questions SAMA, CBUAE, BCEAO and other home regulators actually put to the desk, and an in-house edition can be tailored to a single jurisdiction.
How do I secure a seat on a banking programme?
Apply for a seat or request the brochure from the programme page. A senior practitioner — not a sales team — responds within one business day, and the brochure arrives with that reply. BIZENIUS runs on enquiry: there is no online checkout.
Can a programme run in-house for our bank?
Every BIZENIUS programme can be delivered in-house, tailored to your balance sheet, your regulator and your data, in English or French. Many institutions start with an open cohort, then commission a private edition for the wider team.
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In their words
Knowledge transfer, emphasised throughout
“We worked with BIZENIUS for our Fresh Graduates Programme — they are simply amazing. Knowledge transfer and practical learning were emphasised throughout.”
Kuwait Investment Authority
From the Mandate Record
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The training programme that became national regulation
What the team mastered, the regulator wrote into the rulebook.
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The Capability Arc™
Fix it · Advisory
Advisory & Consultancy
A senior bench across risk, treasury and regulation.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
Teams from these institutions train with BIZENIUS
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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.