Lightext has been in business since 1994, and our core service is developing policy and procedure and training programs for the financial services industry. We have provided you with our brochure which contains a detailed description of our services and client list.
Our customers are repeat customers. Even as banks/organizations come and go, we provide repeat business on a referral basis.
These are programs we have developed over the past year. They include participant’s guides, leader’s guides, slides, exercises and knowledge assessments. Show Lockbox as an example.
Explain that Deposit Services and Loan Administration procedures have been developed by interviews with SMEs – no existing documentation. Preferred Banking/Big Green Book is a reformat using a new tool RoboHelp. Product will be demonstrated at the end of the presentation. Deposit Services due to be rolled out soon, followed by Big Green Book/Preferred Banking. Loan Admin under development but will be completed this summer.
At the same time our p and p projects are rolling out, we’ve taken over direction and management of new hire training, and have provided a highly skilled training manager to oversee and provide strategic planning for training. We’ll discuss training in more detail during this presentation.
In addition to permanent staffing, we’ll continue to provide consulting support for projects that are outside of the maintenance areas that require dedicated resourcing. As an example, we are creating a comprehensive Account Analysis/Cash Management training program for Sales. Other examples would be other areas of the bank wishing to convert to RoboHelp.