Products
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How To Close A Moniepoint Account
Course • 7 lessonsThis short course will guide you through the steps to successfully close an account within our system. Learn the necessary procedures for account closure, ensuring a smooth process for customers and back-office administrators.
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Conflict of Interest Policy
Course • 9 lessonsThis course will provide you with the necessary knowledge to understand, adhere to, and effectively implement the Moniepoint Inc. Conflict of Interest Policy
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State Compliance Champions Program
Course • 22 lessonsThis course equips compliance champions with the knowledge and skills necessary to uphold regulatory standards, manage customer relationships and safeguard essential customer data.
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Data Protection and Employee Privacy Policies
Course • 6 lessonsA short course on the Data Protection and Employee Privacy Policies
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Taking Ownership for Optimal Customer Experience
Course • 5 lessonsThis course will familiarize you with the basics of taking ownership and a range of techniques to help optimize the customer experience.
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Managing Customer Complaints
Course • 6 lessonsThis course will familiarize you with customer complaints and steps to implement when managing customers' complaints to improve the overall customer experience.