This course series is designed for project managers and leadership researching, deploying or enhancing the Universal Banker model.
As a whole, this certification course introduces you to the many variations of Universal Banking that exists in the financial industry and how the different options impact the customer experience. We examine 4 primary components, People, Products, Processes and Technology, that should be reviewed holistically to achieve a successful Universal Banking model.
Through the examination of industry norms and a functioning universal model, SWARM Banking, along with the challenges and lessons learned through its implementation, you will gain valuable insights to assist you in crafting and navigating your own Universal Banking strategy. SWARM BankingTM is more than just a Universal Banker model, it is a holistic approach to the customer experience that ensures excellence beyond customer expectations. Finally, identify how the model can be customized for your organization and help you differentiate from the myriad of Universal Banker models in the industry.
