FINANCIAL SERVICES SOLUTIONS

BTS is the specialist provider of business & training solutions for the financial services industry. Directors and Associates in BTS have a wealth of experience in financial services and have operated at all levels within the industry in management, training, sales, and regulatory roles.

BTS has provided a range of consultancy, design, and delivery services to such organisations as the Life Insurance Association of Ireland; the Institute of Bankers in Ireland; the Chartered Insurance Institute (UK); and the QFA Board; in Ireland, the UK, Eastern Europe and the Middle East.

Projects have included the implementation of training solutions for contact centres; direct sales forces; mortgage advisers in banks and building societies; closed life fund administration centres and call centres.

For specific solutions follow the links below:

• Compliance
• QFA (qualified financial adviser courses/ consultancy)
• Technology solutions (e.g. Expert Systems/ Point of Sale)