Client Support

National Financial's ongoing training takes you through the entire conversion cycle and continues throughout the lifetime of the relationship—from pre-conversion to product installations and enhancements. The training group creates and maintains education and facilitator materials, which include leader notes, slide presentations, exercises, cases studies, and hands-on simulations. Online reference materials include policies and procedures, user guides, and hard cards.

With home-office approval, client trainers provide continuous education, assisting in a range of areas to meet your specific needs