Beyond Banking: Maximizing Member Value and Retention Training Course
Introduction
In an increasingly competitive financial landscape, offering traditional savings and credit products is no longer sufficient to secure member loyalty. The key to sustainable growth and long-term member retention lies in providing a holistic suite of value-added services that address members' diverse needs. These services, which can range from financial wellness programs to community-based initiatives, deepen the member relationship, create a competitive moat, and transform the SACCO from a mere financial institution into an indispensable partner in a member's life journey.
This comprehensive training course will guide you through the strategic process of identifying, developing, and deploying value-added services that resonate with your member base. You will learn how to move beyond conventional offerings to create innovative solutions that increase member engagement and satisfaction, ultimately leading to a more stable and committed membership. The course provides a practical roadmap for building a value proposition that is unique, compelling, and difficult for competitors to replicate.
Duration 5 days
Target Audience This course is for SACCO management, product development teams, marketing and business development staff, and anyone involved in strategy, innovation, and member engagement.
Objectives
- To understand the strategic importance of value-added services for member retention.
- To identify a SACCO's unique strengths and how to leverage them for new services.
- To conduct a needs assessment to discover what services members truly desire.
- To learn a framework for ideating and developing new value-added services.
- To understand the technology and partnerships required to deliver these services.
- To create a business case for a new service, including cost-benefit analysis.
- To design and execute a pilot program for a new service.
- To develop a marketing and communication plan to launch a new service effectively.
- To measure the success and impact of value-added services on retention and revenue.
- To establish a continuous innovation process for future service development.
Course Modules
Module 1: The Rationale for Value-Added Services
- The shift from product-centric to member-centric strategy.
- The direct link between value-added services and member loyalty.
- Case studies of SACCOs that have successfully implemented new services.
- The role of services in attracting and retaining different member demographics.
- Differentiating your SACCO in a crowded marketplace.
Module 2: Member Needs Assessment
- Using surveys, focus groups, and interviews to gather member insights.
- Analyzing member data to uncover unmet needs.
- Identifying lifestyle, life-stage, and business-specific opportunities.
- The power of the "Jobs to Be Done" framework.
- Mapping the member journey to find service gaps.
Module 3: Ideation and Service Design
- Brainstorming techniques for generating innovative ideas.
- Using design thinking principles to create member-friendly services.
- Prototyping and testing service concepts before full development.
- Defining the service value proposition and target audience.
- The importance of a Minimum Viable Product (MVP) approach.
Module 4: Service Categories
- Financial Wellness: financial literacy workshops, budget counseling, and debt management tools.
- Community & Social: member forums, networking events, and community support initiatives.
- Technology-Enabled: online marketplaces, digital wallets, and mobile apps with new features.
- Business Support: small business development seminars, business plan templates, and mentorship.
- Lifestyle & Family: education savings plans, travel benefits, and group purchasing discounts.
Module 5: Partnerships and Technology
- Identifying and vetting potential partners for service delivery.
- The pros and cons of building vs. buying technology.
- The importance of API integration for seamless member experience.
- Legal and compliance considerations for new services.
- Creating a robust technical infrastructure to support new offerings.
Module 6: Building the Business Case
- Estimating the cost of developing and delivering the service.
- Forecasting potential revenue streams and return on investment (ROI).
- Identifying key risks and mitigation strategies.
- Preparing a compelling presentation for stakeholders.
- Aligning the proposed service with the SACCO's strategic objectives.
Module 7: Pilot Program and Launch
- Designing a small-scale pilot to test the service.
- Gathering feedback from pilot members and making adjustments.
- Creating a phased rollout plan.
- Developing a clear internal communication strategy for staff.
- Planning a launch event or campaign to generate excitement.
Module 8: Marketing and Communication
- Crafting a clear and compelling message about the new service.
- Using a mix of digital and traditional marketing channels.
- Leveraging internal staff as service champions.
- Creating compelling content (blogs, videos, testimonials).
- The importance of a post-launch communication plan.
Module 9: Measuring Success
- Defining key metrics for success, such as adoption rates and member engagement.
- Using CRM data to track service usage and impact on retention.
- Conducting post-launch surveys to gather member feedback.
- Analyzing the financial performance of the new service.
- Presenting a post-launch review to management.
Module 10: The Innovation Engine
- Establishing a regular process for reviewing new service ideas.
- Creating an innovation committee or team.
- Fostering a culture where staff are encouraged to submit ideas.
- Keeping up with market trends and competitor offerings.
- The importance of iterating and improving services over time.
CERTIFICATION
- Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate
TRAINING VENUE
- Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.
AIRPORT PICK UP AND ACCOMMODATION
- Airport Pick Up is provided by the institute. Accommodation is arranged upon request
TERMS OF PAYMENT
Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com
For More Details call: +254-114-087-180
Beyond Banking: Maximizing Member Value And Retention Training Course in Tunisia
| Dates | Fees | Location | Action |
|---|---|---|---|
| 13/10/2025 - 17/10/2025 | $1,750 | Mombasa |
|
| 20/10/2025 - 24/10/2025 | $1,500 | Nairobi |
|
| 27/10/2025 - 31/10/2025 | $1,500 | Nairobi |
|
| 03/11/2025 - 07/11/2025 | $2,900 | Kigali |
|
| 10/11/2025 - 14/11/2025 | $1,500 | Nairobi |
|
| 24/11/2025 - 28/11/2025 | $1,500 | Nairobi |
|
| 01/12/2025 - 05/12/2025 | $1,500 | Nairobi |
|
| 08/12/2025 - 12/12/2025 | $1,750 | Mombasa |
|
| 05/01/2026 - 09/01/2026 | $1,750 | Mombasa |
|
| 12/01/2026 - 16/01/2026 | $1,500 | Nairobi |
|
| 26/01/2026 - 30/01/2026 | $1,500 | Nairobi |
|
| 02/02/2026 - 06/02/2026 | $4,000 | Pretoria |
|
| 09/02/2026 - 13/02/2026 | $1,500 | Nairobi |
|
| 23/02/2026 - 27/02/2026 | $1,500 | Nairobi |
|
| 06/04/2026 - 10/04/2026 | $4,950 | Dubai |
|
| 13/04/2026 - 17/04/2026 | $1,500 | Nairobi |
|
| 20/04/2026 - 24/04/2026 | $1,500 | Nairobi |
|
| 04/05/2026 - 08/05/2026 | $1,750 | Mombasa |
|
| 11/05/2026 - 15/05/2026 | $1,500 | Nairobi |
|
| 25/05/2026 - 29/05/2026 | $1,500 | Nairobi |
|
| 01/06/2026 - 05/06/2026 | $2,900 | Kigali |
|
| 08/06/2026 - 12/06/2026 | $1,500 | Nairobi |
|
| 22/06/2026 - 26/06/2026 | $1,500 | Nairobi |
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