Financial Services and Insurance

In the fast-paced environment of financial services, resources can become strained during the implementation of new business systems. It is important that staff can make the transition to new processes with little disruption to their working day, and supportive role-based training can give employees the knowledge to apply new working practices.

Optimum's training consultants have worked with a range of investment banks on systems that support key operations, including trading and ordering, cash accounting, risk analysis and finance systems. We have also supported implementations of bespoke banking and insurance systems.

Our clients include:

• Kleinwort Benson Private Bank

• Aon & Aon Benfield

• West Bromwich Building Society

• Friends Life

Please find out more by downloading some of our case studies.

Legal

Law firms typically invest in IT systems to drive productivity, profitability and performance, with significant importnace placed about security. New systems have to be adopted by all legal staff promptly and accurately so as not to compromise the quality of service to clients. Change management solutions are even more pertinent in the legal sector - often systems haven't been upgraded for a long time and any changes need to be structured around fee earners' working patterns.

Optimum has worked with a number of the biggest law firms in the world, including three of the Magic Circle five. This has covered all aspects of user training, from desktop applications to document management and digital dictation. Within practice management systems, there is a growing need for users to be properly engaged with CRM, case management, time recording and finance systems if collaborative working is to be achieved.