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 Duration 14 hours

Course Outline

The Finance Industry

1. Key Characteristics of the Financial Sector

  • Business Models: A survey of retail, corporate, and investment banking, alongside FinTech and insurance sectors.
  • Core Processes: Management of assets, lending operations, and payment handling.

2. Regulatory Landscape and Market Conditions

  • Compliance Frameworks: Analyzing how regulations (such as GDPR, PSD2, AML/KYC, and Basel III) shape operational efficiency and innovation.

3. Operational Challenges

  • Efficiency: Strategies for process optimization and cost control.
  • Risk Mitigation: Managing credit, market, and operational risks.
  • Modernization: Navigating the shift from legacy systems to digital transformation.

 

The IT Industry

1. IT Business Models

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

2. The IT Product Lifecycle

  • End-to-End Delivery: The journey from initial ideation and discovery through development, deployment, and ongoing maintenance.
  • Methodologies: The impact of Agile and DevOps practices on business rhythms and client expectations.

3. Challenges for IT Clients

  • Scalability: Balancing business growth with technical debt management.
  • Quality: Striking a balance between rapid Time-to-Market and system stability.
  • Security: Addressing cybersecurity threats and ensuring data protection.

4. The Strategic Role of Analysts and Consultants

  • Collaboration with IT Clients: Closing the gap between business requirements and technical feasibility.

 

Requirements

  • Hands-on experience in client-facing positions, such as Business Analysis, Consulting, Project Management, or Account Management.
  • Foundational business acumen, including a basic grasp of revenue models, stakeholder dynamics, and organizational hierarchies.
  • An analytical approach to identifying client needs and articulating fundamental business requirements.

Target Audience

  • Consultants.
  • Business Analysts.
  • Professionals specializing in B2B client engagement.

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