BankStrategy: Training in strategic management in the banking sector

In an increasingly competitive and complex financial environment, the ability to make sound strategic decisions makes the difference between success and missed opportunities. At CompanyGame, we have designed BankStrategy, an advanced simulator that allows participants to experience firsthand the comprehensive management of a banking institution.

A realistic competitive scenario

BankStrategy recreates competition among different financial institutions, all starting from the same competitive position. Each bank is organized into two business areas—Individuals and Corporates—serving three demand segments in each area. The products offered include:

• Assets: loans and credits.
• Liabilities: checking accounts and deposits.
• Services: transactions, insurance, and fund management.

Key decisions for participants

Teams must manage all strategic and operational aspects of a bank:

• Pricing: setting interest rates and fees by product and segment.
• Commercial strategy: prioritizing business areas and designing promotional activities.
• Service and technology: improving service quality and technological platforms.
• Human resources: training and managing staff, optimizing customer service and risk analysis.
• Credit, operational, and liquidity risk: assessing and prioritizing segments while anticipating decision impacts.
• Capitalization and funding: ensuring the bank has the necessary resources to operate.
• Market risk: measuring how decisions and scenarios affect financial exposure.
• Strategic projects: selecting initiatives that drive growth and profitability.

In addition, participants make decisions aimed at improving critical indicators such as default rates, customer satisfaction, and other key banking performance ratios.

A hands-on, competitive learning experience

The team-based competitive format allows participants to experience the pressure and dynamics of a real-world environment. Over 32 to 48 hours, teams not only develop technical and financial skills, but also strategy, leadership, and teamwork capabilities—essential for any professional in the banking sector.

With BankStrategy, CompanyGame turns theory into practical learning, preparing participants to face the challenges of the financial world with confidence, critical analysis, and strategic vision. Click here for more information.