Finastra Certified Customer Support


Duration:
Audience:

Overview

This training course is in place to provide delegates with knowledge of Fusion Banking Essence (FBE) Customer Support operations.

Each module contains demonstrations, explanations and hands on exercises.

By completing this course, students will be able to:

  • Understand the FBE available functionality for all Customer support operations covered
  • Understand the connection between FBE components
  • Handle navigation and the main inquiries in all the FBE modules

This course enables delegates to attain the Finastra Certified Customer Support certificate via the exam and assessment tool; delivered upon successful completion of the training.

This course can be delivered either remotely or classroom based.

Pre-requisites

Participants have been recommended to have experience or equivalent knowledge in Basic Banking

Course Agenda

The agenda for the course will include :

1. Fusion Banking Essence Front Office functions:
  a. Account Opening
  b. Standing Orders, Balance Orders, Direct Debits
  c. Cheque Book Ordering and Cheque Management
  d. Party Onboardfing
  e. Customer Enquiries
  f.  Account Enquiries
  g. Transaction Enquiries

What's Included

  • Training material - in the form of presentation, documents etc.
  • Exercises as part of Hands on training.
  • At the end of this course, participants will also need to go through the formal certification exercise