Implementation Services
FundsXpress provides detailed project implementation plans
to ensure that your financial institution can smoothly launch
our products. FundsXpress utilizes the most effective methods
available to ensure quick and easy integration with your existing
core processors and other systems and applications.
Detailed Timeline
FundsXpress provides customers with a detailed project
plan and timeline that launches a financial institution's
Internet banking and other online products in as little as
30 days depending on which components you purchase. We go
through each step of the project plan with you and provide
an online timeline for quick reference.
A Team Approach
FundsXpress makes a commitment to a long-term partnership with our clients.
Relationship managers work together with technical installers,
client executives, and customer service to ensure an efficient
implementation. After launch, FundsXpress marketing consultants
(our Client Executive team), who understand your particular
system and product goals, will work with you to promote your
site while our customer service team assists you with any
technical questions or issues that may arise.
Personnel Training
Make the most of your FundsXpress financial technologies. To ensure a smooth implementation, launch and ongoing service, FundsXpress provides in-depth training for all of your departments, covering operations and technical details to customer service.
We provide the tools for your employees to be proficient in both
the product's functionality, as well as the administrative
and reporting features. We also teach your staff the following
valuable customer service skills that are particular to our
technology products: recognizing cross-sales opportunities;
fielding recurring questions; understanding general security,
privacy and compliance issues; and communicating to your account
holders in a knowledgeable and professional manner.
To best fit your financial institution's needs, we offer many different choices for training including:
- Web-based training
- Classes at FundsXpress Knowledge Center
- Ongoing training through our "Customer Support"
site
- Employee incentive programs
- Printed materials
- Annual Client Group Meetings with educational seminars
and speakers.
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