Training options

Our trainers have all gained considerable experience within the Financial Services profession and so understand the issues that you face everyday. To help you to get the best out of the client Care Desktop we have created training plans that relate the software to your business to make it relevant to you and your staff.

Training ensures that system operators know what to do, first time and every time.

Our “Getting started” course is a must for all as it provides a general understanding of the system, how to set it up, how to customise it for use within your own business, how to navigate around it and how to record clients, holdings and commissions.

The question for many users following getting started is “what next?” In response we offer two options:

1. We offer a range of advanced courses, each specifically tailored to the needs of particular users
2. We offer a “course builder”, a menu based training program that enables you to pick and choose subjects to create a truly bespoke training event. With the course Each item on the menu is timed and you can simply tick the options that you want covered. In total, the menu items should add up to no more than 5 hours. This allows flexibility for breaks, for review and for questions.