Depositing Customer Funds

Depositing Customer Funds




Challenge
Convert six existing courses (Depositing Customer Funds is one of these courses) from workbooks and mainframe-based CBT to Web-based training (WBT) with no accompanying workbooks.

Solution
Develop six WBT courses accessible to users via Schwab’s intranet containing the following components: Guided Simulation, Scenario-based Practice, Self-Assessment and Mastery Test.

Benefits
Eliminate the need for costly and time-consuming instructor-led training Increase personnel staffing flexibility and responsiveness through the scalable, anywhere, anytime characteristics of the system Improve the level of customer service and reduce processing errors by requiring demonstration of mastery in a simulated environment Reduce the per-student cost of training by reducing overall training time Minimize ongoing maintenance costs for this system