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Customer Service: KYC & CRM Techniques

Get Your Free Certificate || Gain Competencies in CRM, KYC and AML || Your Pathway to effective Customer Service

Nano Training


£12 inc VAT
Study method
Online, On Demand What's this?
1.5 hours · Self-paced
No formal qualification
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

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In today's dynamic business landscape, the United Kingdom has witnessed a remarkable shift towards the integration of Know Your Customer (KYC) and Customer Relationship Management (CRM) techniques. This transformation is not only indicative of a growing awareness of customer-centricity but also underscores the critical role these strategies play in shaping the success of businesses.

Our comprehensive course, "Customer Service: KYC & CRM Techniques," is designed to empower professionals with the expertise to excel in customer service, integrating KYC and CRM seamlessly. Enrol now to stay ahead in this evolving landscape and enhance your customer service skills.

Unlock the secrets to unparalleled customer service excellence in the UK with our cutting-edge course, "Customer Service: KYC & CRM Techniques." In today's hyper-competitive market, understanding and mastering KYC and CRM principles is essential for businesses to thrive. KYC ensures regulatory compliance and safeguards against financial risks, while CRM enhances customer engagement and loyalty.

Learn how to seamlessly integrate KYC practices into your customer interactions, ensuring trust, transparency, and compliance. Discover the art of leveraging CRM strategies to build lasting relationships, anticipate customer needs, and drive business growth. This course is your gateway to becoming a customer service expert who can adapt to the evolving demands of the UK market.

Don't miss out on this opportunity to boost your career and enhance your organisation's customer service prowess. Enrol now and be at the forefront of the KYC and CRM revolution in customer service.

Why choose this Customer Service: KYC & CRM Techniques Course?

Upon completion of this online Customer Service: KYC & CRM Techniques Course, you will gain:

  • After successfully completing the course, you will receive a FREE PDF Certificate as evidence of your newly acquired abilities.
  • Lifetime access to the whole collection of learning materials.
  • You can study and complete the KYC and CRM Course at your own pace.

What will you learn from this Customer Service: KYC & CRM Techniques course?

  • Identify and address customer preferences for enhanced service and satisfaction.
  • Cultivate a welcoming demeanour to create positive customer interactions and experiences.
  • Master strategies to build and nurture customer relationships for business growth.
  • Grasp the core principles and tools of effective Customer Relationship Management.
  • Acquire the skills needed to validate customer identities and ensure compliance.
  • Implement thorough checks and assessments to maintain secure and trustworthy customer relationships.
  • Develop expertise in AML procedures to prevent financial crimes effectively.


1h 32m

Course media


This comprehensive curriculum focuses on empowering individuals with essential skills and knowledge in customer service, compliance, and relationship management. It covers customer needs assessment, cultivating customer-friendly attitudes, mastering CRM fundamentals, understanding KYC principles, and executing effective Customer Due Diligence and Anti-Money Laundering practices. Participants will gain expertise in providing exceptional customer service while ensuring regulatory compliance and building strong, lasting customer relationships, making them valuable assets in today's dynamic business landscape.

Who is this course for?

This course is designed for individuals seeking to excel in KYC, CRM, and customer service.

  • Customer service professionals aiming to enhance their skills.
  • Compliance officers and financial services personnel.
  • Sales and marketing professionals.
  • Business owners and entrepreneurs.
  • Individuals pursuing careers in banking and finance.
  • Anyone interested in mastering KYC and CRM techniques.


The Customer Service: KYC & CRM Techniques course is open to everyone and has no formal entry criteria.

Career path

Completing this course can open doors to lucrative careers in various fields."


  1. Customer Service Manager - £35,000 to £65,000 annually.
  2. Compliance Analyst - £30,000 to £50,000 annually.
  3. Sales and Marketing Specialist - £25,000 to £50,000 annually.
  4. Financial Advisor - £40,000 to £70,000 annually.
  5. Banking Relationship Manager - £40,000 to £80,000 annually.

Questions and answers

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Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.


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Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

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