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Banking System Software

The Situation

With more than $11 billion in assets and more than 90 branch locations, our client focuses on the financial needs of growing companies and their executives, consumers and commercial and middle-market businesses in Florida’s thriving coastal regions.

Our client was established on May 21, 2009, when a group of investors acquired the assets and most of the liabilities of a former bank. The group recapitalized with a $900 million investment, making it one of the most well capitalized financial institutions in the country. One of the first major process improvement initiative was to upgrade their existing banking system. The system conversion required our client to seek out a training partner for the training development and training implementation to their internal staff and external commercial customer base.

The Solution

Total Training Solutions developed training materials to support the deployment of the system conversion. These materials included process flow documentation, facilitator guides, visual presentation, and training data to run the software during the virtual instructor-led training sessions. Seven distinct courses were created to support the conversion. Total Training Solutions facilitators delivered all of the VLT sessions for the system conversion rollout.


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