Call Center Training
Training for call centers is complex, and the trainees are at an administrative level. Charles Schwab introduced many new programs and features, and needed to train this globally-distributed audience and ensure that their responses and trade inputs are accurate and followed Schwab Processes.

Policies & Procedures
Wells Fargo Bank maintains and services a wide variety of internal computer systems and applications. In order to support and maximize these systems, as well as protect the integrity of data, the bank needed to develop usable, comprehensive, detailed security standards for these systems.

Business Impact Analysis
Union Bank of California’s (UBOC) Contingency Planning & Disaster Recovery department needed to implement a formal Business Impact Analysis (BIA) process.

Web Content Development
AssetMark spearheaded a major expansion of their web-enabled research and reporting for its online services. They needed web content design, a new look and feel for the site, and a complex, secure backend to handle expanded online services.

Software Simulation
Babcock & Brown created a new application to provide flexible building blocks for financial modeling.  This application represented a new direction in financial spreadsheets.  In order to demonstrate the power of the application, the company needed an online simulation delivered over the web, and available to users regardless of bandwidth or computer.

Crawford International Transition Partner
In October, 2006, Sally Crawford selected TechProse as the Transition Partner for Crawford International. As she retires and closes her doors, TechProse is continuing with many of the resources and training development projects from the strong Crawford team. Click here to see a sample e-learning project that is finance-related.

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