Account Management Fundamentals

Seminar Description


The Account Management Fundamentals Seminar, hosted by PIC Solutions, is a three-day seminar providing delegates with a comprehensive understanding of the concepts and practical implementation of account management.

This seminar is practically focused and international best practice concepts are reinforced using real case studies and easy to understand exercises. This approach, combined with highly experienced presenters, ensures that delegates return to their work environments with a clear understanding of the concepts and practical implications of best practice account management. Furthermore, the lively debate and interaction between delegates and presenters guarantee an enjoyable yet valuable learning experience.
 

Seminar Contents


Leading experts in the collections management arena will cover the following topics in this intensive two-day seminar:

  • Scoring Module, 1 Day:
    Concepts of Scoring
    Practical Uses of Scoring
    Risk Assessment
    Credit Bureau Scores
    Identifying Customers that Count
    The NCA - Impact on Scoring & Analytics
    The Road to Success

   

Key Benefits


This seminar will empower you to:

  • Develop strategies based on best practice principles.

   


Why Should you attend this Seminar?

 

Whether your needs are to train a newcomer, or to formalise the existing knowledge of your team, the Account Management Fundamentals seminar is aimed at day-to-day account management.

 

 

 

 

 

 

Who is this seminar aimed at?

 

Delegates from the following credit risk disciplines will find this seminar stimulating:

  • Authorisations

  • Credit limit

  • Re-pricing

  • Customer retention

  • Marketing management reporting

  • Account Management Module, 2 Days:
    Introduction to Account Management
    Credit Limit Management
    Credit Limit Marketing
    Over Limit and Authorisations Management
    Card Issue Management
    Re-pricing Management
    Activation and Retention Campaigns
    Fundamentals of Champion Challenger Testing
    Profitability Modelling
    Portfolio Monitoring
    Provisioning Considerations
    Strategy Monitoring

   

Pre-requisites

 

The seminar assumes some familiarity with the collections and the credit industry.
 

Materials

 

All attendees receive the Account Management Fundamentals Seminar binder. A Certificate is awarded to all delegates that complete the seminar.

 

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