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1st launches training service

1st is launching a new training and consultancy service for advisers, to be called Clientsfirst.

The service will be made available to all users of its Adviser Office system.

The new service followed 1st research that revealed that 40 per cent of adviser firms felt increased training would be the most important factor in helping them to use technology and e-services more often.

Over 80 per cent of the sample of 400 adviser firms said they would take up additional training if it were offered.

Some of the services offered by Clientsfirst include a business consultancy, including initial implementation, data cleansing, training plans to process mapping workshops and procedure writing and a ‘train the trainer’ initiative, giving selected staff the necessary skills to train others within the business, reducing costs.

Training courses will cover basic commissions, compliance, streamlining e-business activity and enhancing client services for all levels of employee. Bespoke courses can also be arranged if required, either on site, online or in a classroom environment.

Campbell Dallas Financial Services operations manager Carol Osborne says: “We understand the importance of good training and the bespoke training delivered by 1st has helped us continue to streamline our business processes through improved workflow and more effective use of the financial planning tools.”


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