Course 1.1:- Using mobile technology as a tool

© Opportunity International - Mobile Banker with rural client


Financial institutions can achieve numerous benefits when their staff use digital devices to conduct operations and transactions. The benefits include increased operational efficiency, reduced fraud, and improved customer service.

This course is for people who want to understand options for their staff to use mobile technology. It is particularly interesting for institutions that want to familiarise their staff and clients with mobile tools – before embarking on more complex digital finance models like agent or mobile banking.

Core module (2 days)

Participants will learn practical aspects of a wide range of options for staff to use mobile technology. They will be able to tell the potential benefits of each option, analyse whether their institution meets the minimum requirements, and define key steps for implementation. Participants will also become aware of key risks, and able to locate tried and tested solutions.

Applied modules (1 day each)

Participants are required to take at least one applied module. At the end of each module, they will be able to select mobile devices, select and negotiate with technical partners, prepare staff for the introduction of mobile technology and mitigate the risks of implementation.

  • Module A: Using digital field applications (e.g. for client registration, loan monitoring, savings collection)
  • Module B: Offering services via mobile phone (e.g. sms payment reminders, text messages to convey information, digital marketing);
  • Module C: Developing “mobile agents” (e.g. staff using mobile devices like netbooks) for digital transactions (e.g. deposits, withdrawals, currency exchange).

Target audience

This course can benefit CEOs of banks and non-bank financial institutions, as well as senior managers involved in product development, operations and ICT. Representatives of support networks, investors and donor organisations involved in financial inclusion will find the course useful.

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

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