Supporting Your Clients.
Financial documentation is one of the most important elements in running a successful business. In addition entrusting the Bank with their money, your clients depend on the Bank to provide accurate information reporting to support all of their accounting needs.
This program will teach your information reporting team everything they need to know to support your corporate clients.
To find out how we can help you minimize risk, contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
What’s The Course Like?
Focus on Information Reporting introduces students to the information reporting process and presents the various types of reports available to clients. Participants will also learn about the importance of effective record retention as well as the different integration and deployment options available.
Focus on Information Reporting may be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based, role-play and case-study techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
What's Covered In The Course?
- Introduction to Information Reporting
- History of Information Reporting
- Importance of Effective Recordkeeping
- Corporate Banking Reporting
- Historical Reporting
- Customized Reports
- Multi-Bank Reports
- Multi-Currency Reports
- Data-Exchange Reporting
- E-Statements
- Exploring Delivery Options
- Using Integration Tools
- Compliance
What Are The Benefits?
- Increased accuracy.
- Increased efficiency.
- Improved market share.
- Increased wallet share.
- Improved client loyalty.
- Increased client retention.
For more information about Focus on Information Reporting, or other programs like this, or to find out how The Edcomm Group Banker's Academy can customize any training program, contact a representative by clicking here. Or call, toll free, 888.433.2666.
What About the Bank's Policies and Procedures?
No problem. Our training program is fully customizable. We can include your products, your policies and your procedures.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS.
To learn more about becoming Banker's Academy Certified in Focus on Information Reporting Contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
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This program gave me a better understanding of the different reports the Bank offers its clients and how to better help my clients obtain the information and documentation they need.
H. C.
Corporate Banking
Bank name withheld
