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

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

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.

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

• 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.

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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:

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

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

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

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

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

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

Info: • Translate behavioral finance concepts into daily banking practices
• Set goals for improving customer interactions and product delivery
• Develop actionable strategies to influence client behavior positively
• Action Plan Review

Event Venue & Nearby Stays

Regus - Inner Harbor Center, 400 East Pratt Street 8th Floor, Baltimore, United States