Course 2.0:- Developing digital financial products and services

©Opportunity International- Kwaku Sinapi Staff


Building customer satisfaction is essential to success in any business. This is even more important in digital finance, because there is no profit or impact unless clients actually use products after the initial sale. In short, financial institutions need to create digital products that meet customer needs, and then constantly adapt those products as the market place evolves.

This course is for people who want to apply solid methods for collecting information on client financial behaviour, and apply this knowledge in developing and adapting digital financial products and services.

Course objectives

Participants will be able to design market research that puts clients at the centre. They will be proficient in distinguishing different market segments, and designing a set of products adapted to the characteristics of each segment.


  • Undertaking financial diaries research
  • Conducting human-centred client research
  • Defining client profiles
  • Designing innovative products
  • Adapting existing products to a multi-channel approach
  • Ensuring a value proposition for client, institution and agent
  • Rapid prototyping and pilot testing
  • Building systems for constant product development

Target audience

This course targets senior managers of banks and non-bank financial institutions. It is particularly interesting for managers involved in product development, marketing and operations. Representatives of support networks, investors and donor organisations involved in financial inclusion will find the course motivating.

Are you interested in this course? Or are you looking for something related? Please contact us at

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