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 Duration 14 hours

Course Outline

The Finance Industry

1. Characteristics of the Financial Sector

  • Business Models: An 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 how regulations (e.g., GDPR, PSD2, AML/KYC, Basel III) impact operations and drive innovation.

3. Business Challenges

  • Efficiency: Focusing on process optimization and cost reduction.
  • Risk Management: Addressing credit, market, and operational risks.
  • Digitalization: Navigating the tension between legacy systems and digital transformation.

 

The IT Industry

1. Business Models in IT

  • Software vs. Services: Comparing SaaS (Software as a Service) with custom software development and managed services.

2. IT Product Lifecycle

  • End-to-End Delivery: Covering the journey from ideation and discovery through development, deployment, and maintenance.
  • Methodologies: Examining how Agile and DevOps influence the client’s business rhythm.

3. IT Client Challenges

  • Scalability: Managing growth while addressing technical debt.
  • Quality: Balancing delivery speed (Time-to-Market) with system stability.
  • Security: Mitigating cybersecurity threats and ensuring 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 background in client-facing roles, such as Business Analysis, Consulting, Project Management, or Account Management.
  • Foundational business knowledge, including a basic understanding of revenue streams, stakeholder management, and organizational structures.
  • An analytical approach, demonstrated by the ability to identify client needs and document core business requirements.

Target Audience

  • Consultants.
  • Business Analysts.
  • B2B specialists working in client-facing capacities.

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