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C/RS offers extensive experience in the field of financial
services. Our expertise includes:
Sample Projects:
Securities Transaction Applications
A three-pronged training and support system for end users
of two applications. For each task in the application, users experience
a Show Me animation
to explain the task, a Guide Me simulation for training and practice,
and documentation
for reference.
Insurance “Illustration” Application
An online “coach” that provided step-by-step training and support
for building a customer “illustration” as part of the sales
process. The coach ran simultaneously with the application and guided
agents and assistants
through each key task as they completed the form. It also provided
context-sensitive help for each field and animations of the more
important and/or difficult
tasks.
Branch Office Management
A blended learning system to prepare a selected group of
Financial Advisors for assuming the duties of Branch Office Manager. The
solution included
classroom training, online simulations of typical office issues,
online reference, and
weekly communication with experienced managers, all integrated
through
a common portal.
Technology Project Management
A training/performance toolkit solution to provide initial
training and ongoing, online support (tools, best practices, artifacts,
references) for the roll out of two major new processes (Microsoft
Solutions
Framework and
Microsoft Operations Framework).
Copyright 2008 Christensen/Roberts Solutions
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Financial Application Training/Support