Course Outline
The Finance Industry
1. Characteristics of the Financial Sector
- Business Models: Overview of retail, corporate, and investment banking, as well as FinTech and insurance.
- Key Processes: Asset management, lending operations, and payment processing.
2. Regulations and Market Environment
- Regulatory Frameworks: Understanding the impact of regulations (e.g., GDPR, PSD2, AML/KYC, Basel III) on operations and innovation.
3. Business Challenges
- Efficiency: Process optimization and cost reduction.
- Risk Management: Credit, market, and operational risk.
- Digitalization: Legacy systems vs. digital transformation.
The IT Industry
1. Business Models in IT
- Software vs. Services: SaaS (Software as a Service) vs. Custom Software Development and Managed Services.
2. IT Product Lifecycle
- End-to-End Delivery: From ideation and discovery to development, deployment, and maintenance.
- Methodologies: Impact of Agile and DevOps on the client’s business rhythm.
3. IT Client Challenges
- Scalability: Managing growth and technical debt.
- Quality: Balancing speed of delivery (Time-to-Market) with system stability.
- Security: Cybersecurity threats and data protection.
4. The Role of the Analyst and Consultant
- Collaborating with IT Clients: Bridging the gap between business requirements and technical feasibility.
Requirements
- Professional Experience in a client-facing role (e.g., Business Analysis, Consulting, Project Management, or Account Management).
- Fundamental Business Knowledge: A basic understanding of general business concepts such as revenue streams, stakeholders, and organizational structures.
- Analytical Mindset: Familiarity with identifying client needs and documenting basic business requirements.
Audience
- Consultants.
- Business Analysts.
- B2B client-facing specialists.
Testimonials (5)
Entire training. Trainer preparation, communication style, prepared exercises. Everything is top-notch.
Michal - AXAXL
Course - Testable Requirements - How to Write Good Acceptance Criteria?
Machine Translated
Method of conducting training
Weronika
Course - Requirements Management
Machine Translated
Open discussion on various topics and examples of events that we may encounter when creating requirements.
Piotr - Nippon Seiki Europe
Course - IREB CPRE Foundation - przygotowanie do egzaminu
Machine Translated
trainer's knowledge and ease to discuss - awesome flow
Piotr Stanik - GP Strategies Poland sp. z o.o.
Course - Fintech: A Practical Introduction for Managers
I like the simple but informative example codes.