Customer service is about providing value to your customers throughout their entire experience with your institution. This Customer Service series will train your employees on customer service best practices to help you retain your customers, control customer frustration, respond to inquiries more efficiently, and increase your institution’s overall customer satisfaction.

This unique, cost-effective series gives employees the tools they need to verify key information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. Our web-based learning management system brings together best practices in applied learning, course management, scheduling and reporting. Advanced data integration functionality works seamlessly behind the scenes with your existing enterprise technology.

The Refresher Series is a convenient solution for your experienced employees who need to stay current on regulatory and vital financial information. These courses target fundamental topics and move swiftly yet effectively in a smaller duration of time.