Our fast, compliant, financial literacy education empowers customers with smarter borrowing habits, and agents with tailored loss mitigation strategies. It’s a no-regrets decision to put customers and members first.
Easy-to-follow education and resources for your customers will:
Fast, on-the-go learning modules for your customer service reps will:
*In 2023, financial illiteracy cost Americans $1,506 on average (NFEC)
Bridgeforce has partnered with CBS Academy, a leader in transforming collections call center operations and customer care, to deliver universal education that enhances call center operations and improves lending outcomes.
Our financial literacy education is designed to sit on top of your existing professional development content – supplementing your programs as a pure value-add.
Equip borrowers with the knowledge and skills to maintain credit health and navigate significant life events.
From starting a family to buying a home or planning for retirement, this course offers insights, resources and tools to make informed financial decisions and manage their finances effectively through life’s key milestones.
By the end of this course, customers will understand:
Empower agents with a better understanding of the financial impacts of life events to increase the effectiveness of calls and reduce financial delinquencies. Demonstrate good stewardship with investments in agents and customer outcomes.
This course gives agents core skills to provide the right solutions to struggling customers.
Introduction:
Credit Impacts:
Approaching the Conversation:
Each life event contains the following:
Life Events:
Have existing training materials? We have supplemental guides that we can adapt to fit your look and feel.
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