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Portfolio Management
Portfolio Management

Intermediate Portfolio Management: Adapting to Change

Type Scheduled Virtual
Topic Portfolio Management
Level Intermediate
Duration 16 hours over 4 days
Language English
Special Offer This course is eligible for our early bird discount.
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Discover how to successfully meet the challenges that arise as your business evolves and grows. Join payments expert Peter Hall for an interactive course where you’ll examine the challenges and opportunities that naturally result from business growth. 

This course will cover issues critical to the payments industry including re-inventing rewards, bottom-line management, industry disruptors and the digital future. You’ll explore twelve different scenarios, all of which represent a real-world situation of recurring relevance or recent significance. This is an interactive course where you’ll be invited to provide input and actively participate in every scenario. 

Key topics:

  • This course addresses the following scenarios: 

    • One-to-many: Moving from a single, standard card to multiple, segmented, value-rich propositions 

    • Make or buy? Addressing the processing dilemma from in-house to outsource to right-source 

    • Reward fatigue: The evolution of loyalty and the need to redefine rewards-based credit products 

    • Raising your risk appetite: The strategies and tactics required in targeting higher-risk customers 

    • Keeping "premium" premium: How to keep premium products special as they lose their lustre and competitors replicate them 

    • Margin squeeze: Restoring profitability in the face of competition, regulation and a changing economy 

    • The digital imperative: Becoming digital by design and applying digital principles to the product, service and channel proposition 

    • Data difference: Harnessing data to gain intimate customer knowledge that drives precision decisions 

    • Friend or foe? Tactics to face or embrace new, disruptive payment players, from fintechs and start-ups to the tech giants 

    • The impact of regulation: From data treatment and margin squeeze to process change and lower barriers to entry 

    • Payments trend: Anticipating and embracing change, plus future-proofing your business model 

    • Reacting to disruption: Managing the consequence of unexpected disruption, from economic conditions to technology and new competition

Who should attend:

  • Experienced card managers and senior management involved in strategy and business planning, marketing, risk management, systems and operations 

  • Past participants of Build an Effective Card Portfolio, Strategies for Driving Card Portfolio Growth, Bankcard Management School and the Visa Global Challenge

Important notes:

  • Enrollment closes one day prior to the session start date for virtual courses. You will not be able to enroll in a virtual course on the day of the session. 

  • Register for any virtual course at least six weeks in advance and receive a 15% discount. Enter the code Save15 at checkout to receive this offer. 

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