Experience tailored, timely support to ensure optimal integration and operation of your treasury system.
SymPro users regularly take advantage of our training workshops to update skills, train new employees and backup personnel, and network with treasury management colleagues.
Our training workshops are tailored to the needs of all levels of users, from entry-level to advanced. SymPro continues to offer timely support as your organization progresses to using the full functionality of our powerful systems.
Onsite Training will address system installation or upgrade, default set-up parameters, data entry and verification of different investment instruments. We will review daily, weekly, month-end and fiscal year-end processes and reporting, including operational and management reporting. Additional training is available as necessary to address any other topics.
Onsite training topics include:
System Deployment and Overview
Portfolio Creation and Setup
Investment Data Entry Training
Create Operational Process for Updating the System
Auxiliary Module Training
To schedule an onsite training session for your organization, contact our client services department at 510-655-0900 or firstname.lastname@example.org.