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Digital Banking Curriculum

Create your own lesson plan using existing content

Joël avatar
Written by Joël
Updated over 3 years ago

Welcome to the Digital Banking Curriculum. Let this serve as a guide to help you create your own digital banking lesson plan using steps found on the Content Exchange! We’ve also highlighted some areas where we suggest you include your own Demo Steps.


The Curriculum

Takes ~5h to customize and build (excluding suggested Demo steps).

Curriculum: Digital Banking

This lesson plan will guide learners through the basics of online and mobile banking, the specifics of your digital products, and conclude by teaching the soft skills needed to discuss these products with customers.

Highlights

  • ~1.5-2 hours of training

  • 19 Template steps, offering easy customization

  • 2 Scenario steps

Skills Addressed

  • Product Knowledge

  • Financial Sales

  • Soft Skills

Tip: Adding skills to your course is a great way to monitor success and engage learners!

Template Steps

Many steps within this course are templates. These steps allow admins to easily input information that is specific to their institution.

In some cases, areas requiring admin action will be clearly marked with ALL CAPS:

  • “When using the mobile app to deposit a check, the daily limit is YOUR LIMIT HERE”.

In other cases, no text will need to be added, but the correct answer may need to be altered:

  • True or False: "Customers must endorse all checks submitted through mobile deposit."

  • In the template, the answer may be preset to "True". If this is not the case for your institution, simply switch the answer to "False".

Admins should review all material before publishing to their learners, including questions, answers, feedback, step descriptions, and step titles.

Enforcing Completion Order

Courses within this curriculum are designed to be completed in order. This ensures learners first establish foundational knowledge before unlocking a second tier of courses that build upon this foundation. Once factual knowledge is acquired, learners can then test their ability to put this to practice - selling and recommending specific products to the right customer.

To enforce that courses are completed in order, create Triggers.

Similarly, steps within each course are designed to be completed in order, building upon knowledge as they progress.

To enforce step order within a course, click the "Steps have to be completed in order" check box when creating or editing the course.


Topics Addressed

Online Banking

All steps are Templates, allowing for easy customisation.

  • Online Banking - Introduces learners to digital banking as a whole, focusing on features, advantages, and eligibility requirements of online banking.

  • Online Payments and Transfers - Expands on payment and transfer features of your institutions online platform.

Mobile Banking

All steps are Templates, allowing for easy customisation.

  • Intro to Mobile Banking - Continues to build upon knowledge of digital banking services. Users learn about the differences between mobile and online in regards to registration, payments and transfers, as well as other services.

Digital Products

All steps are Templates, allowing for easy customisation.

  • Mobile Deposit - Course builds from the ground up, first introducing product features and limits before asking learners to recommend the product to a customer in a real life scenario.

  • Bill Pay - Discusses basic facts, features, and limitations of bill paying services, as well as information regarding payees and scheduling payments.

Soft Skills and Sales

All steps are fully completed and ready to go.

  • Digital Conversations - Upon completion of Online and Mobile Banking courses, learners will be able to improve upon their soft skills, learning best practices and tips in selling and recommending digital products.


Suggested Certifications

Click here to learn more about what certifications are, and how to use them.

Digital Ambassador

(minimum 80% passing grade)

  • Online Banking Templates

  • Online Payments and Transfers Templates

  • Digital Conversations

Digital Product Specialist

(minimum 80% passing grade)

  • Mobile Deposit Templates

  • Digital Bill Payment Templates

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