{"id":187,"date":"2019-03-19T18:01:04","date_gmt":"2019-03-19T17:01:04","guid":{"rendered":"https:\/\/www.microsave.net\/helix-institute\/?page_id=187"},"modified":"2025-10-08T14:06:48","modified_gmt":"2025-10-08T11:06:48","slug":"agent-banking-getting-strategy-and-operations-right","status":"publish","type":"page","link":"https:\/\/www.microsave.net\/helix-institute\/agent-banking-getting-strategy-and-operations-right\/","title":{"rendered":"Agent Banking: Getting Strategy and Operations Right"},"content":{"rendered":"<p>[vc_row type=&#8221;vc_default&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1750159558430{margin-top: -50px !important;}&#8221; el_class=&#8221;course-inner-section&#8221;][vc_column][vc_row_inner gap=&#8221;35&#8243; css=&#8221;.vc_custom_1553014471337{margin-top: 0px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1553018004954{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-619\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/aper\u00e7u-300x300.png\" alt=\"\" width=\"40\" height=\"40\" \/>Course at a glance<\/h6>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1695301500583{margin-top: 10px !important;}&#8221;]Interest in agency or agent banking have burgeoned across emerging markets. Financial institutions see this as a cost-effective way to grow and serve their customer base beyond the coverage by brick-and-mortar branches. Yet many banks seem to struggle with where to start or how to scale. Banks must consider critical strategic and operational issues in rolling out their agency banking operations, including agent network management, product innovation, risk and fraud management, and partnerships.\u00a0\u00a0This is where we come in.[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1553018264276{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-630\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/interet-300x300.png\" alt=\"\" width=\"40\" height=\"40\" \/>Why this training?<\/h6>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1759921584864{margin-top: 10px !important;}&#8221;]This course will equip you with insights and effective strategies to build, manage, and grow your agency and agent banking operations. You will learn:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>How to define roles, responsibilities, and KPIs for agency\/agent banking operations<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>How to establish and manage agent networks effectively<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>How to set up your agent or agency banking back office operations<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>The process of identifying, selecting, and procuring appropriate technology solutions and necessary partnerships for success<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>How to identify, mitigate and manage agency or agent banking related risks[\/vc_column_text][vc_single_image image=&#8221;1161&#8243; img_size=&#8221;full&#8221;][vc_column_text css=&#8221;.vc_custom_1553018275516{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-622\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/cible-300x300.png\" alt=\"\" width=\"40\" height=\"40\" \/>Who should attend?<\/h6>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;10px&#8221;][vc_column_text]Target audience: The course targets middle and senior managers within banks and other financial institutions seeking to launch or grow their agency banking operations. The course is relevant for specialized agency banking units and other functions, such as operations, marketing, and risk, that lend support to agency banking operations.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_column_text css=&#8221;.vc_custom_1553018355043{margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-627\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/02\/contenu.png\" alt=\"\" width=\"40\" height=\"40\" \/>Topics covered<\/h6>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;15px&#8221;][vc_column_text]<img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Agent and agency banking strategy<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Agent network models<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Agent selection and onboarding<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Compensating the agent network<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Agent training, monitoring, and support<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Liquidity management<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Technology and partnerships<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Key roles and back office operations<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Risk and fraud management<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-696\" src=\"https:\/\/www.microsave.net\/helix-institute\/wp-content\/uploads\/2019\/03\/bullet-300x300.png\" alt=\"\" width=\"20\" height=\"20\" \/><\/p>\n<p>Product innovation and development[\/vc_column_text]<style type=\"text\/css\" data-type=\"the7_shortcodes-inline-css\">#default-btn-220dc5777c9f7f2c185aac5cb3d5e563 > i {\n  font-size: 11px;\n}\n#default-btn-220dc5777c9f7f2c185aac5cb3d5e563 * {\n  vertical-align: middle;\n}\n<\/style><div class=\"btn-align-center\"><a href=\"https:\/\/www.microsave.net\/helix-institute\/contact-us\/\" class=\"default-btn-shortcode dt-btn dt-btn-l \" id=\"default-btn-220dc5777c9f7f2c185aac5cb3d5e563\"><span>Contact us<\/span><\/a><\/div>[vc_row_inner css=&#8221;.vc_custom_1750159944557{margin-top: 50px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1554563617350{margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;]<\/p>\n<h6>Our general trainings<\/h6>\n<p>[\/vc_column_text]<div class=\"hr-thin style-line hr-left\" style=\"width: 5%;border-color: #049eb5;border-top-width: 4px;\"><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row el_class=&#8221;our-training-section&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1553026503973{margin-top: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1060&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/agent-banking-getting-strategy-and-operations-right\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;156&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/managing-risks-and-fraud-in-digital-finance\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;155&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/digital-transformation-for-financial-institutions\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;157&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/optimising-your-dfs-agent-network\/&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;153&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/digital-credit-managing-risk-and-achieving-scale\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1062&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/designing-and-implementing-innovative-solutions\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;293&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/rethinking-marketing-for-d%E2%80%8Bigital-finance\/&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;552&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/business-correspondents-bcs-in-the-indian-banking-scenario\/&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=&#8221;courses-box&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;860&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/building-msmes&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1063&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/climate-finance-101&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;1064&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;custom_link&#8221; css_animation=&#8221;fadeIn&#8221; link=&#8221;https:\/\/www.microsave.net\/helix-institute\/building-state-capacity&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row type=&#8221;vc_default&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1750159558430{margin-top: -50px !important;}&#8221; el_class=&#8221;course-inner-section&#8221;][vc_column][vc_row_inner gap=&#8221;35&#8243; css=&#8221;.vc_custom_1553014471337{margin-top: 0px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1553018004954{margin-top: 30px !important;margin-bottom: 5px !important;padding-bottom: 0px !important;}&#8221;] Course at a glance [\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1695301500583{margin-top: 10px !important;}&#8221;]Interest in agency or agent banking have burgeoned across emerging markets. Financial institutions see this as a cost-effective way to grow and serve their customer base beyond the coverage by&hellip;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages\/187"}],"collection":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/comments?post=187"}],"version-history":[{"count":12,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages\/187\/revisions"}],"predecessor-version":[{"id":1341,"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/pages\/187\/revisions\/1341"}],"wp:attachment":[{"href":"https:\/\/www.microsave.net\/helix-institute\/wp-json\/wp\/v2\/media?parent=187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}