Description
These five courses help bankers understand and offer deposit and credit products suited to the customer’s need. Learn the distinguishing factors of retirement, investment and insurance products, including estate planning and settlement services. Offers the details of digital products, PFM tools and more. A GO Huddle resource is included with the purchase of this suite.
- Understanding Your Customer
- Consumer Deposit Products
- Consumer Credit Products
- Consumer Retirement Accounts, Investments, and Insurance Products
- Trust Products and Services
- Understanding Business Bank Products Assessment
- Go Huddle: Understanding Consumer Bank Products
