This course is designed for banking professionals seeking to strengthen collaboration across teams by effectively sharing insights and recognising key indicators that drive strategic decisions. Through practical exercises and FullCircl’s intuitive platform; participants will learn how to harness interdepartmental communication to align on client needs and optimise each interaction. By identifying and sharing critical client indicators; such as financial stability and compliance status; attendees will be empowered to mitigate risks; spot growth opportunities; and ultimately contribute to a cohesive; client-centred organisational approach.
FullCircl is a SaaS platform born from a combination of two great companies, Artesian Solutions and DueDil. We joined forces to tackle the biggest customer lifecycle challenges facing regulated businesses, helping to identify and acquire customers, verify entities and assess risk to accelerate onboarding, and retain and grow customers by delivering proactive account management.
We obsess about improving the way B2B sales teams and relationship professionals communicate. Modern business buyers want slick customer experiences and interactions that feel personal. Every touch point needs to solve problems, deliver value and be aligned to their agenda, not yours.
FullCircl training centres around these principles to educate our customers on the latest techniques and tools to help them do better business, faster.
Ready to connect the insights you need, when it matters most? Let's go.
