Teaching Client Success

Education Services teaches client success at Baker Hill. Our trainers are subject matter experts who are always ready to engage – whenever, wherever, and however our clients need education support.

Starting with pre-sales and continuing through implementation and ongoing guidance, our charismatic and knowledgeable training staff ensures user adoption and product comfort through case-study and role-driven training delivery. For any questions or to request training for your bank or credit union, please reach out to our team at training@bakerhill.com.

Pre-Sales

  • Contract structure recommendations
  • Schedule and scope recommendations
  • Product subject matter experts

Implementation

  • Data validation guidance
  • User Acceptance Testing
  • Role-based roll-out
  • Custom documentation and reporting workshops
  • System administrator and data maintenance
  • Onsite, web-based, and e-Learning delivery

Ongoing

  • Instructional design
  • Product subject matter experts
  • Continuing education
  • Custom documentation and reports