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Home > Wealth, Investment and Asset Management System End-User Training

Wealth, Investment and Asset Management System End-User Training

The perfect end-user training partner for your Wealth, Investment and Asset Management system implementation project.

Introduction to Wealth, Investment and Asset Management Systems Training

Optimum develop bespoke training materials which will help you achieve the full benefits of Wealth, Investment and Asset Management systems at financial services institutions. In our experience, there is often a lot of change management required to get people to move away from legacy systems and processes, so providing staff with relevant customised training will ensure the true benefits of the new system are achieved.

Optimum has supported rollouts of various system solutions. Our expertise lies in quickly building an understanding of the organisation, business processes and the system, and using our expertise in end-user training and development to produce learning events and documentation that are useful to end users. This makes us the perfect training partner for your wealth, investment or asset management system implementation or upgrade.

Our most recent experiences of providing end-user training programmes for these systems include a rollout of WDX, the Client Management system for Wealth and Investment Managers and the implementation of FNZ one, a core solution for front-office client, portfolio, account, asset and liability management.

However, as a system-agnostic training provider, we can design, develop and deliver end-user training programmes for any wealth, investment or asset management system.

Bespoke End User Wealth, Investment & Asset Management System Training

Optimum develops training programmes that reflect the user’s perspective by analysing the degree of change and incorporating the business processes and workflows for each role group. Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure your organisation achieves full value across the lifetime of the system, as users engage with the software and adopt the new processes.

We offer a range of training services to support the whole lifecycle of the end-user training phase, ensuring your project team can focus on the core project at every crucial stage. Every project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.

Training solutions include:

  • Planning and design of the training programmes
  • Development of bespoke reference guides, quick cards, eLearning & video tutorials
  • Delivery in the form of classroom, presentation, eLearning and remote classroom sessions
  • Administration of the training programme
  • Localisation and translation services for global rollouts

Wealth, Investment and Asset Management Systems Internal Training Programme

Many organisations plan to manage the end-user training programme using internal resources, as this is often seen as an inexpensive way to train staff. However, this can be a high risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can provide a very successful outcome.

We can ensure your identified super users / trainers have focused and scripted supporting documentation to enable them to cascade an effective systems training programme to your staff at go-live. We can also develop a bespoke internal training programme for your identified super users/trainers, ensuring they are confident and fully-equipped to support during go-live and business-as-usual.

Tell us about your project…

We offer experienced, professional trainers for any end-user training platform…