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Touchpoint Solutions

Financial and Insurance


Touch Point had a financial product and was looking for software systems training for that product.


Interactive Advantage developed all software systems training for the financial software product. Touch point supplied the subject matter experts and Interactive Advantage provided the instructional design and e-learning development and worked collaboratively to build out the training curriculum and develop the e-learning. 


Touch Point was able to deploy the financial software systems training to their employees to ensure they had the necessary knowledge to use the product. 


To properly define the dimension of your challenges, we listen. Then we ask probing questions that help us design customized, cross-channel solutions to seamlessly communicate your message to the right customers, at the right times, and through the right channels. We realize that a solution isn’t a solution unless it is well executed and achieves your goals and objectives. To make this happen, we provide every team with a powerful foundation through our recruiting, training, performance management, operations, compliance, and analytics support. And with the flexibility and scalability of our solutions, we can quickly modify the course of action if and when needed. Ultimately, Touchpoint is about people — our people working with your people—turning your goals into reality. And we work to achieve your goals and objectives as if they were our own—because they are.