Live Training
Learn tactics and techniques and grow your Financial Cloud expertise with our live training series.
Getting Started with Financial Cloud
Session one of this series will focus on helping you get to grips with the Financial Cloud Agent App and how to get your team set up and start to use the solution to benefit your business.
Coming soon
Getting Started with Financial Cloud: Database Configuration
Your CRM database is your business’s most valuable asset. In this session learn how to leverage it through Financial Cloud and level up your data game.
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Getting Started with Financial Cloud: Creating Workflows
Automation is essential when dealing with large volumes of customers. In this session, we will walk you through how to effectively set up campaigns and strategies to allow your business to scale while providing excellent customer service.
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Getting Started with Financial Cloud: Building Templates
When loyalty is up for grabs during tough economic times, flexible loan repayments and customer-centric collections not only reduce delinquencies. They improve loyalty and experience too.
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