Introduction to Wealth, Investment and Asset Management Systems Training
Optimum develop bespoke training materials which will help 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 that 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 & 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.