Know Your Client Industry Training Course
This instructor-led, live training (available online or onsite) is designed for individuals at beginner, intermediate, or advanced levels who wish to undertake a comprehensive two-day deep dive. This course bridges the gap between general consulting skills and specialized industry expertise. In today's competitive B2B landscape, being a generalist is often insufficient; clients expect partners who speak their language and understand their unique regulatory and technical constraints.
The primary objective of this training is to deepen the understanding of industry-specific client needs, thereby ensuring more effective cooperation, communication, and the delivery of business value.
Upon completion of this training, participants will be able to:
- Grasp key industry mechanisms.
- Identify and understand the primary challenges faced by clients.
- Use industry-specific terminology with fluency.
- Align solutions more effectively with client needs.
Format of the Course
- Interactive lectures and discussions.
- Extensive exercises and practice sessions.
- Hands-on implementation within a live-lab environment.
Course Customization Options
- To request customized training for this course, please contact us to arrange.
This course is available as onsite live training in Serbia or online live training.
Course Outline
The Finance Industry
1. Characteristics of the Financial Sector
- Business Models: Overview of retail, corporate, and investment banking, as well as FinTech and insurance.
- Key Processes: Asset management, lending operations, and payment processing.
2. Regulations and Market Environment
- Regulatory Frameworks: Understanding 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.
- Risk Management: Credit, market, and operational risk.
- Digitalization: Legacy systems vs. digital transformation.
The IT Industry
1. Business Models in IT
- Software vs. Services: SaaS (Software as a Service) vs. Custom Software Development and Managed Services.
2. IT Product Lifecycle
- End-to-End Delivery: From ideation and discovery to development, deployment, and maintenance.
- Methodologies: Impact of Agile and DevOps on the client’s business rhythm.
3. IT Client Challenges
- Scalability: Managing growth and technical debt.
- Quality: Balancing speed of delivery (Time-to-Market) with system stability.
- Security: Cybersecurity threats and data protection.
4. The Role of the Analyst and Consultant
- Collaborating with IT Clients: Bridging the gap between business requirements and technical feasibility.
Requirements
- Professional Experience in a client-facing role (e.g., Business Analysis, Consulting, Project Management, or Account Management).
- Fundamental Business Knowledge: A basic understanding of general business concepts such as revenue streams, stakeholders, and organizational structures.
- Analytical Mindset: Familiarity with identifying client needs and documenting basic business requirements.
Audience
- Consultants.
- Business Analysts.
- B2B client-facing specialists.
Open Training Courses require 5+ participants.
Know Your Client Industry Training Course - Booking
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Testimonials (1)
Friendly, plenty of breaks to think about what we have learnt and lovely guy.
Leanne - Welsh Revenue Authority
Course - Agile Business Analysis
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