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Consulting Services

Create Your Custom Training Experience

Looking for specific training not listed on our site? Want to tailor your agenda? We've got you covered! Let us know your training needs, and our Payment Experts will craft a personalized session just for you, using your preferred training platform.

In-Person Training
We’ll bring the session to you, whether at your office or a venue of your choice. Understanding the challenges of training during business hours, we offer flexible scheduling, including before or after the workday.

Ideal for: Annual payments training, special events, and accountholder education.

Webinar Training
Get a custom presentation delivered live for interactive learning, or choose a recorded session for on-demand access, similar to our Payments Education Library.

Ideal for: Rule updates, refresher courses, and specific topics.

E-Learning via Your LMS
We’ll customize a presentation using your forms, policies, and procedures, integrating it directly into your Learning Management System. This allows for seamless tracking alongside your existing in-house training.

Ideal for: New hire orientation, compliance courses, and ongoing education for account holders.

Examples of Custom Training Topics:

  • Financial Elder Abuse
  • Error Resolution vs. Stop Payments
  • Origination
  • Cyber Security
  • ACH Basics for Frontline Staff

Tailor your training to meet your specific needs and elevate your team's expertise!

Create your customized training experience today, with PaymentsFirst!

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