Do I need prior knowledge of behavioral finance?

No, this workshop is designed for all levels of banking professionals.

Is this workshop suitable for customer service teams?

Yes, the techniques apply to any client-facing banking role.

Are course materials provided?

Yes, all participants will receive materials.

Will I receive a certificate?

Yes, a Course Completion Certificate is provided to all attendees.

Yes, lunch, beverages, and light snacks are provided.

Can I apply these techniques immediately?

Yes, modules focus on actionable strategies for real-world banking scenarios.

Is there post-workshop support?

Yes, participants gain access to follow-up resources and tools.

How many participants are allowed per session?

Maximum 25 participants to ensure interactive and personalized learning.

Will this workshop help in career growth?

Yes, it strengthens client engagement, advisory skills, and decision-making capabilities.

Do I need to bring a laptop or device?

Optional; some exercises may use devices, but it is not mandatory.

Can this workshop be customized for banking teams?

Yes, in-house sessions are available to tailor content for team training.

Multiple dates

Understanding Customer Behavior in Banking – 1 Day Workshop, Baltimore, MD

By Mangates

Learn to understand customer behavior, decision-making, and psychology to optimize banking strategies in this 1 Day Baltimore, MD workshop.

Location

Regus - Inner Harbor Center

400 East Pratt Street 8th Floor Ph No +1 469 666 9332 Baltimore, MD 21202

Agenda

Module 1: Introduction to Behavioral Finance

• Understand the fundamentals of behavioral finance • Explore why customers make irrational financial decisions • Learn common cognitive biases in banking • Icebreaker Activity

Module 2: Customer Decision-Making Patterns

• Analyze how emotions influence financial choices • Examine risk perception and tolerance in customers • Understand the impact of framing and choice architecture • Role play

Module 3: Psychological Biases in Banking

• Identify key biases affecting customer behavior • Learn strategies to mitigate negative biases • Apply insights to product recommendations and advice • Case Study Simulation

Module 4: Enhancing Customer Engagement

• Use psychology to improve communication and relationship-building • Tailor services to meet behavioral patterns of clients • Boost trust and customer satisfaction • Quiz

Module 5: Designing Banking Products & Services

• Integrate behavioral insights into product design • Influence customer choices ethically • Improve adoption and usage of banking solutions • Activity

Module 6: Financial Advisory & Communication Skills

• Communicate complex financial information effectively • Guide customers to make informed decisions • Balance persuasion with ethical responsibility • Simulation

Module 7: Personal Action Plan & Application

• Translate behavioral finance concepts into daily banking practices • Set goals for improving customer interactions and product delivery • Develop actionable strategies to influence client behavior ...

Good to know

Highlights

ages 18+
In person
Paid parking

Refund Policy

Refunds up to 7 days before event

About this event

Business • Finance

Duration: 1 Full Day (9:00 AM – 5:00 PM)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, beverages, and light snacks included

Course Overview

This 1 Day workshop in Baltimore, MD helps banking professionals understand customer behavior, psychological biases, and decision-making processes. Participants will explore how cognitive biases influence financial decisions, strategies to improve customer engagement, and techniques to optimize banking products and services. Through case studies, roleplays, and quizzes, attendees leave with practical tools to enhance client interactions and banking outcomes.

Learning Objectives

By the end of this workshop, you will be able to:

Understand key principles of behavioral finance and customer psychology
Identify cognitive biases impacting financial decisions
Apply insights to enhance customer engagement and satisfaction
Design banking products and services informed by behavioral patterns
Communicate complex financial concepts effectively
Influence client behavior ethically and positively
Develop a personal action plan to implement behavioral finance strategies

Target Audience

Banking professionals and financial advisors
Relationship managers and client service officers
Risk and product managers in banking
Professionals seeking to enhance customer engagement using psychology

Why Choose This Course?
Baltimore, MD—with its strong financial sector and banking community—is the ideal location to understand customer behavior and optimize banking strategies. The workshop provides practical insights to apply behavioral finance concepts, mitigate cognitive biases, enhance customer engagement, and improve decision-making. Professionals leave with actionable strategies that increase customer satisfaction and positively influence financial outcomes.

Special Group Offers:

Receive a 10% discount when you register as a group of 3 or more.
Enjoy a 15% discount for groups of 10 or more.

Want to train your entire team?
In-house sessions are available, allowing organizations to customize content to their banking operations, address specific challenges, and ensure team-wide skill development. This reduces travel costs and ensures consistent application of behavioral finance principles across the organization.

📧 Contact us today to schedule a customized in-house session: corporate@mangates.com

Organized by

Mangates

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