Designing and Marketing Digital Financial Services


Training Overview

Many DFS deployments struggle to scale due to high rates of registered customer inactivity and low service usage. Offering digital financial services requires not only a good product and an excellent distribution channel, but also a good marketing strategy.
This training targets institutions that need to define a marketing strategy or seek to increase the use of their products and services.

Interest of the training

This training will provide participants with an understanding of how to develop and deliver marketing strategies to effectively communicate the value proposition to their target market. To do this, the training analyzes consumer behavioral biases and the customer journey, from awareness to active use of the service.

Target audience

This training is intended for all players involved in the marketing and development/management of digital financial products and services.

  1. 1
    Basics and opportunities of digital financial services
  2. 2
    Understand your customers
  3. 3
    Market lessons
  4. 4
    Generation of ideas or Ideation
  5. 5
    Product development
  6. 6
    Business model design
  7. 7
    Pilot and learning
  8. 8
    Adaptation of messages to the customer journey
  9. 9
    Channels, image and communication framework
  10. 10
    Marketing evaluation and impact
What's More

Digital Finance

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Means of contact

  1. Telephone

    +216 96 803 221

  2. Email

  3. Whatsapp


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    Upgradetek Engineering is a strategy and management consulting firm, specialized in the transformation of financial institutions. As one of the leaders of this sector in Tunisia, we have been supporting our banking and financial clients for more than 14 years in the evolution of their business model, in defining and implementing new target business models and improving their performance.

    23, Avenue of Naplouse 1001 Tunis, Tunisia
    +216 71 33 93 95