Lean-Agile for Financial Services and Insurance
(CT-IS109)
Lean-Agile for Financial Services and Insurance
(CT-IS109)

This industry-tailored training brings Lean-Agile principles to the unique context of banks, NBFCs, and insurance firms. Participants learn how to structure backlogs for regulatory compliance, align tech and ops for value delivery, and use Agile events to improve predictability and customer-centric outcomes in highly governed domains.

🎯 Learning Objective

By the end of this training, participants will be able to:

  • Create backlogs that embed fraud, risk, and compliance as first-class concerns
  • Apply Lean-Agile practices to regulated value streams like loan origination and claims processing
  • Coordinate planning and delivery between tech teams and operations
  • Use Agile ceremonies to create traceable audit trails and learning loops
  • Enable outcome-driven delivery in customer servicing journeys

📌 Who Should Attend

Product owners, delivery leads, and transformation agents in BFSI
Tech and ops team leads across lending, claims, fraud, KYC, onboarding
Compliance, risk, and audit coordinators
Enterprise Agile coaches and program managers in financial programs

Level: Intermediate

Team Format: Tech + Ops + Risk stakeholders

🛠️ Format & Duration

Format: On-site / Remote
Duration: 2 Days
Delivery Style: Sector-specific simulations, Agile role play, backlog design lab

🧭 Customization Options

Trailored Modules available for:

Digital Lending Transformation
Claims Agility in Insurance
Fraud Detection + Resolution Workflows
Agile ways of working in Core Banking and Support Functions

🧩 Key Topics

  • Agile work item design for regulatory, fraud, and legal activities
  • Backlog patterns for onboarding, underwriting, servicing
  • Aligning compliance officers and product owners on flow design
  • Sprint reviews that focus on business controls and regulatory outcomes
  • PI Planning simulations for Tech + Ops teams
  • Feature slicing from regulatory mandates and SOPs
  • Flow metrics for loan, claim, and KYC cycles
  • Service-level demos: from app delivery to operational value

🔗 Related Trainings

  • CT-M102: User Stories and Backlog Management
  • CT-CD204: Agile Marketing & Growth Training
  • CT-GF103: GenAI for Engineering Teams