|
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 2011
Christensen/Roberts Solutions
|
Financial Application Training/Support