An Overview of Retail Banking

Retail Banking Primer

Nearly everyone interacts with Retail Banks on a daily basis. Managing the banking needs of an entire population requires a massively complex banking operation, one that is heavily regulated by the government.

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This primer will introduce you to the core banking products, how banks manage their operations to deliver them, and the evolving nature of banking competition in a newly digital world.

Course: 7 Chapters

Est. time: 45 mins

What's Covered In This Primer?

Introduction

Products & Services

Sales & Distribution

Operations

Regulation

Competition

Trends

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Chapter 1 Breakdown

Why does the retail banking industry exist?

Chapter 2 Breakdown

What are the main retail banking products and services?

Chapter 3 Breakdown

How have retail banking sales and distribution changed as banking has moved online?

Chapter 4 Breakdown

What do a retail bank's front-office operations look like?
What do a retail bank's back-office operations look like?

Chapter 5 Breakdown

What role does regulation play in retail banking?

Chapter 6 Breakdown

What does competition look like in retail banking?

Chapter 7 Breakdown

What major trends will shape the industry going forward?

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Retail Banking Trends

Banking-as-a-service

Banks offer back-office capabilities to third parties for white-label banking services

Digitization & automation

Digital transformation shift from front-end customer experience to back-office systems

Cryptocurrency

Decentralized digital currency encrypted on blockchain technology

How Our Retail Banking Primer Can Help

Build A Foundation

Go from newbie to knowledgeable in under an hour! Our primers break down the essentials of an entire industry - products, trends, terminology, and more - into a concise, easy-to-digest format. Gain the knowledge you need quickly, so you can hit the ground running with confidence and clarity.

Boost Your Credibility & Confidence

Stand out when it counts! Our primers are packed with industry insights, allowing you to navigate professional conversations with greater confidence and leave a lasting impression. With a solid foundation in industry knowledge, you'll feel prepared for any client conversation that comes your way.

Gain Competitive Edge

Nothing beats knowing! Our primers are concise but we never skimp on insights. Staying up-to-date on industry challenges, opportunities, and trends empowers business leaders to make informed strategic decisions and maintain a competitive edge.

Primed for Success

Trustworthy insights, sourced from subject matter experts

Organized and streamlined into digestible lessons

Presented in binge-worthy videos that learners love

Testimonials

Content is engaging and easy to understand. It focuses in the key messages. I really liked it!

- Management Consultant

Good questions that provoke thought and comprehension. Well presented information. Right level of detail.

- Consultant

Loved the flow of this training - it was super engaging - and also loved all of the examples to help the viewer better understand.

- SaaS Sales Professional

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Frequently Asked Questions

What is a primer?

Think of a primer as your quick-start guide to understanding the landscape of an industry (such as Investment Banking, Renewable Energy, Retail, etc.).

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Industry information is readily available but Googling can lead you down a rabbit hole of scattered, inconsistent and text-heavy resources - leaving a fragmented picture of the industry. And this content can miss the mark: they’re either too long and full of extraneous details, making it tough for beginners to find what they need, or too short, leaving out critical detail.

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Primerli is changing this! All our primers are presented in a concise, engaging format, covering everything you need to know in binge-worthy videos.

Who are the primers intended for?

Primers are perfect for anyone looking to understand an industry, fast. Whether you’re a consultant preparing for a case in telecom; a salesperson hoping to make headway with a big pharmaceutical customer, or a student preparing for their first job interview, primers are the prep step that enables success.

How long does it take to complete a primer?

A full primer takes less than an hour. We pack tons of insights into each primer collection of bite-sized, binge-worthy videos that you can watch anytime, anywhere. Perfect for busy schedules - because learning shouldn’t take forever.

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And for industry aficionados, our primers are split into sections so you can bypass the introductory info and stay up-to-date on trends or brush up on terminology in less than 10 minutes.

What topics does the primer cover?

Each industry primer covers the essentials: key trends, terminology, value chain, economics, and products & services. But some of our technology and functional topic primers include additional sections to make sure all the critical information is covered and each primer is comprehensive.

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