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Collaborative Banking with FullCircl.

Training Course

About the CPD Course

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.

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CPD Provider

FullCircl

FullCircl

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.
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Other courses from FullCircl

Business, Finance Business, Finance

FullCircl Advanced

FullCircl

Suitable for all current users, this session is ideal for those ready to learn advanced techniques about understanding their client's world. Highlights include Building client ecosystems, Aligning lists to workflows, Setting up bespoke filters for effective engagement, Identifying new business opportunities using the latest filtering options and Targeting, filtering, and segmenting clients effectively.
Course type
Webinar
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Business, Finance Business, Finance

FullCircl Essentials

FullCircl

This course provides company intelligence at your fingertips to discover everything you need to know about a prospect, company, or industry sector. Giving you the latest insights to have more meaningful conversations. Consolidated company data to reduce your research time ahead of meetings. The ability to find new business opportunities with just a few clicks, and to stay ahead with trends and impacts that may affect your sector or industry.
Course type
Webinar
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Business, Finance Business, Finance

FullCircl Refresher

FullCircl

Perfect for those who would like some assistance refreshing their Artesian profile,This course provides an opportunity to review and update your current lists of customers and prospects, Discover the latest business insights to have more meaningful conversations and reduce your research time ahead of meetings, Along with the ability to find new business opportunities using smart filters and to proactively engage companies by identifying trend and impacts to their sector or industry,
Course type
Webinar
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Business, Finance Business, Finance

Identifying Underinsurance with FullCircl

FullCircl

Identifying Underinsurance is tailored for Insurance professionals looking to equip themselves with the knowledge and skills to identify, assess, and address underinsurance, ensuring comprehensive protection against potential risks.
Course type
Training Course
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Business, Finance Business, Finance

Insight led Outreach with FullCircl

FullCircl

Insight Led Outreach is tailored for sales professionals looking to enhance their outreach strategies by leveraging personalised insights. You will learn to distinguish between insight led outreach and traditional cold emailing, gaining the skills to create targeted, effective communication that resonates with your audience.
Course type
Training Course
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Business, Finance Business, Finance

LinkedIn 101 Profile Basics

FullCircl

LinkedIn 101 Profile Basics is tailored for novices or those keen on refining their profiles, this course is your gateway to creating a robust online persona to resonate with potential clients. Delve into the importance of your digital reputation, learn how to craft a captivating headline, and portray important key skills and career milestones. Learn best practices for profile pictures and banners. By course end, you’ll be proficient in optimising your LinkedIn profile, unlocking new avenues in sales and client engagement, while being adept at scrutinising others' profiles to spot potential business opportunities.
Course type
Training Course
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Business, Finance Business, Finance

LinkedIn For Professionals

FullCircl

Advance your LinkedIn prowess with our LinkedIn for Professionals Course, designed for seasoned users aiming to ascend their online engagement and network expansion. Delve into strategic connection-building, harness advanced LinkedIn features, and seamlessly integrate FullCircl tools to foster enriched dialogues and collaborations. Uncover the nuances between connections and followers, showcase your expertise through pertinent content sharing, and engage your audience with FullCircl-powered discussions. This course isn't merely a learning pathway, but a stepping stone towards transforming your LinkedIn profile into a dynamic platform for meaningful professional interactions and opportunities.
Course type
Training Course
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CPD Subsectors

Sales & Marketing
Financial Advisory
Insurance & Risk

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