Our end-user training programmes have supported CRM system implementations and upgrades across the world.
This role-based, tailored offering is available for all CRM systems, including WDX.
650+Projects trained globally
10Development & delivery methods available
94%Delivery satisfaction rating
500,000+End users trained since 1998
WDX (Wealth Dynamix) is a lead Client Management Solutions for Wealth & Investment Managers. However, any system is only as good as its users, so prepare for your go-live with a tailored, role-based training programme for your staff.
We provide flexible, tailored and cost effective end-user training solutions.
Implementing or upgrading a wealth-specific CRM system such as WDX will have a big impact on your organisation. Unless you make sure that your users know how to use the solution in the most effective way, you won’t achieve full return on your investment.
Optimum are experts in creating bespoke end-user training programmes for the implementation or upgrade of CRM systems, including WDX, as well as business-as-usual (BAU) refresher training solutions.
We not only understand the way the system works but also how to best train your staff. By using a mixture of tools and methods, Optimum’s training consultants have the relevant expertise to help ensure your workforce adopt the new software and any changing business processes.
Our training consultants are experienced in developing customised, client-branded, collaborative learning solutions for businesses within any industry. We develop training programmes for users of WDX that reflect their way of working, incorporating the individual business processes and workflows for each role group.
Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users engage with the system 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 a 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:
Training needs analysis (TNA)
RapidScope® – scoping your training requirements
Development of bespoke deliverables including reference guides, quick cards, trainer packs and three different eLearning options
Assistance with Skill the Trainer and Go-Live Support
Delivery in the form of classroom, presentation, eLearning and various online solutions
Localisation and translation services for global rollouts
We can support our clients in building internal training capabilities.
Many organisations plan to manage the end-user training programme using internal resources, as this is often seen as the most cost-effective 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, provides a very successful outcome.
Optimum helps organisations to build internal capabilities for training by equipping identified internal super users with the right delivery skills, tools and role-based process knowledge to ensure effective training delivery.
Super users or subject matter experts (SMEs) usually have the technical knowledge, but often lack the training expertise to teach other users how to learn new processes. They may also have little time outside of their day job to develop the tailored training materials for each role-based course.
This is where our training consultants can draw upon their specialist skills to equip your super users for current and future system implementations and upgrades.
Leading UK building society
“I would definitely recommend Optimum to other suppliers. They took an extremely professional approach and also, were very flexible when we needed them to be.”
A bespoke programme developed using your specific build and business processes, delivered by us or you.
Flexibility to cherry pick which training modules are developed in-house and which to outsource.
A confident, competent workforce, ready for go-live, maximising the return on investment.
Time for your project team to focus its attention elsewhere during the busy pre-go-live period.
Learn from the world’s most experienced team
Whilst other training providers build training teams with one-off contractors, we have a large group of permanently-employed training consultants, who provide our clients with an expert, flexible service.
We design bespoke training programmes which meet the diverse needs of the different user groups. This means having a variety of supporting materials and delivery methods which engage end users with timely, relevant content so they retain the information.