Depositing Customer Funds

Depositing Customer Funds

 
 
LESSON OVERVIEW SCREEN-WEB-BASED TRAINING COURSE
 
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