Training and Competence Managers
Delivering an effective employee training and development strategy is essential to successfully competing in the financial services market and in raising professional standards.
AITrackRecord supports training and competency managers, by integrating the company’s training delivery with existing sales workflows. T&C managers can create templates for training and development plans that are linked directly to sales performance, ensuring Sales Managers can easily and consistently deliver training and development across the company.
Powerful reporting enables T&C managers to directly support sales manager by identifying advisors who require additional support. In addition T&C managers can review the impact training has on sales, and help Sales Managers to delivery training that will enable them to benefit from the increased performance opportunities.
AITrackRecord supports T&C managers by:
- Enabling consistent delivery of training and development across the company
- Providing complete visibility of individual, team, department or company training progress
- Creating an efficient mechanism for Sales Managers to deliver training
- Guiding and driving advisors through training and development using automated workflows
- Monitoring the impact of training on individual advisor and companywide sales performance, helping to champion training and development across the company
