Overview

Inmatrix has extensive experience in implementing our solutions in banks, both large and small around the world. A common critical success factor in delivering a successful implementation and ensuring benefit extraction is the training and knowledge transfer to ensure adoption by staff and day-to-day application as part of the lending process.

We have found that the use of live case studies is highly beneficial, (and is standard practice in our training process). Inmatrix recommends a variable training plan that accommodates both those who are capable of accelerated learning and those whose current skills need enhancing.

Inmatrix training components:

1. Online training module
2. Facilitator-led training program
3. Self-paced modules
4. Online Webex sessions

As an example using Optimist, the expected learning outcomes include:

• Utilising a standard framework for financial analysis
• Interpretation, customer discussion and the provision of advice
• Gain confidence in delivering advisory services
• Understand how to optimize the Customer Dialogue process
• Deliver a better and differentiated Customer Value Proposition
• Add value to the Bank - Customer relationship

Training services can be delivered directly by Inmatrix, or an Inmatrix accredited training partner. For more information, please contact us.