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Bespoke and other systems

Bespoke banking and insurance systems

Insurance systems: Our understanding of the insurance industry enables us to create role base sessions that focus on the unique aspects of divisions and sectors such as terrorism and reinsurance. We’re also well versed in delivering change management messages and moving forward cultural change within organisations. Our training sessions are designed with ACORD data standards in mind to ensure they’re in line with global insurance processes.

Optimum provides:

  • Classroom sessions, workshops and surgeries, allowing users to drop in when they have questions or queries with new processes.

  • Blended learning solutions for a range of systems, including contract certainty, document management, electronic processing, messaging and e-platforms for accounting.

Investment banking systems: Business systems for financial services organisations help to improve forecasting, faciltate response to market change and support client and portfolio management; however end-users need to be the driving force for technology-enabled transformation. Optimum specialise in user adoption of systems, with experience in training on research workflow, trading and ordering, disaster recovery, portfolio management and IPO planning systems.

Our training solutions include:

  • Brief presentations sessions, giving an overview of new systems in a clear and concise manner.

  • Development of user reference tools, such as reference guides, Quick Cards and worfklow outlines.

  • Financial Modelling in Excel, VBA and SQL Reporting training programmes for graduates, new joiners and those looking to improve their capabilties using macros and models. Find out more at www.optimumcomputertraining.co.uk

Agresso Award Management

Agresso Award Management is a research and grant management system which provides institutions with the ability to fully control all activities relating to research, consultancy and grant projects. It can be integrated with finance, HR and student record systems and facilitates full visibility of research opportunities.

Optimum's training consultants have found that the following solutions are appropriate for many UK universities:

  • A collection of role-based classroom training courses specific to different user groups, such as 1 day training courses for school administrators, principle investigators and Deans.

  • Packaged solutions, offering a cost effective approach to training, with brief presentation sessions, standardised courses and a series of accompanying Quick Cards.

  • Support with development and update of reference guides and training manuals. Our training consultants can assist your own trainers by re-writing the training guides for them.

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Case Studies

Streetscene in Local Government

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London Borough of Sutton

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Aon

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Kleinwort Benson Private Bank

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Management Consultancy Firm

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Friends Life

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Hear from our customers

Providing professional training for London United Busways

"We work closely with Optimum because they are a recognised partner of UNIT4 Business Software, the quality of their training has always been excellent and they are very professional.”

Joseph Sage, Head of Finance at London United Busways