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 Duration 14 hours

Course Outline

The Financial Sector

1. Characteristics of the Financial Industry

  • Business Models: An overview of retail, corporate, and investment banking, as well as FinTech and insurance sectors.
  • Core Processes: Asset management, lending activities, and payment processing.

2. Regulatory Landscape and Market Dynamics

  • Regulatory Frameworks: Assessing the impact of regulations (e.g., GDPR, PSD2, AML/KYC, Basel III) on operations and innovation.

3. Business Challenges

  • Efficiency: Process optimization and cost reduction strategies.
  • Risk Management: Addressing credit, market, and operational risks.
  • Digitalization: Legacy systems versus digital transformation.

 

The IT Industry

1. IT Business Models

  • Software vs. Services: SaaS (Software as a Service) compared to Custom Software Development and Managed Services.

2. IT Product Lifecycle

  • End-to-End Delivery: The journey from ideation and discovery through development, deployment, and maintenance.
  • Methodologies: The influence of Agile and DevOps on the client’s business cadence.

3. Challenges for IT Clients

  • Scalability: Managing growth and addressing technical debt.
  • Quality: Balancing delivery speed (Time-to-Market) with system stability.
  • Security: Cybersecurity threats and data protection measures.

4. The Role of the Analyst and Consultant

  • Engaging with IT Clients: Bridging the divide between business requirements and technical feasibility.

 

Requirements

  • Professional experience in client-facing positions, such as Business Analysis, Consulting, Project Management, or Account Management.
  • Foundational Business Acumen: A solid comprehension of core business concepts, including revenue models, stakeholder dynamics, and organizational hierarchies.
  • Analytical Approach: Proficiency in identifying client needs and documenting fundamental business requirements.

Target Audience

  • Consultants.
  • Business Analysts.
  • B2B client-facing professionals.

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