Financial Industry

The Financial Services Industry is a highly competitive service and solutions market.   Management and support personnel need solid customer service, sales, problem solving and communication skills to effectively support their customer’s needs.  TrainSmarts’ experience with assessing skills and providing tailored, facilitator-led or e-learning training will help you with your competitive edge.  We have designed, developed and delivered training in sales, technology tools, leadership programs, and customer service specifically for clients in the financial services industry.

Financial Clients include: 

Discover Financial Services

• Developed and delivered Lotus Notes upgrade training via instructor-lead training and computer-based training.
• Delivered training for sales reps on Lotus Notes.
• Developed system, reference and training documentation for a data-warehousing project.
• Created train-the-trainer materials and delivered training to district managers, field trainers, and sales representatives.
• Developed and redesigned online training materials for Assessment Management
• Assessed, designed, developed and delivered a selection process, an assessment and training program for the Executive Office of Customer Advocacy.

Michealson & Messinger

• Conducted a training needs analysis for the company, which included all aspects of training.
• Developed a custom CRM that tied in all aspects of the of the back of the house operations and sales processes.
• Developed a database system to track hours for a company that estimates and repairs fire loss.

Nykiel Carlin

• Provided MS Office and proprietary training to all employees and selected Nykiel clients utilizing Element K materials and custom handouts.
• Developed and delivered a Front Line Supervisory program which included Time Management, Communication Skills, Team Building, Meeting Facilitation and Powerful Presentations.