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Digital Banking Essentials: Guiding Customers through Modern Financial Tools

Course Description

Help your customers stay ahead in the digital age by mastering the basic digital tools they should use daily. This course covers mobile banking apps, robo-advisors, investment software programs, and payment systems like Venmo and Zelle. Learn how to explain the features and benefits of these tools, empowering your customers to leverage technology for better financial management.

20 Minutes
Series: Financial Foundations
Roles: Retail Bankers, New Employees, Bank Management

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