Our panel includes:-

At Informed Training, we provide a full range of services to help you and your team with your back office or CRM. We operate in Financial Services specific or general business CRM Training & Consultancy. It could be you need new user training or help on how to customise your existing settings to create your business process in your system with automated workflows. What ever you need, to discover how we may be able to help you and/or your teams, just give us a call on 0121 357 5944 or email us on :- [email protected]

Our Services

We help our clients achieve a real return from their CRM investment by utilising their technology more efficiently by way of the below Services

Complimentary Health Check

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Business Process Analysis and Improvement Services

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Bespoke Customisation

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Bespoke Interactive Training

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Our Ongoing Analysis and A-Z Route-Planning Services

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Customer Testimonials

Please click through our range of customer testimonials

"I've known Eileen for years and when we required some Intelligent Office training to be provided to advisers firms around the country she was the first person that came to mind. She has been highly engaging with both the business and the firms she was training... "
Stephen Gazard
Financial Services Business Leader | IFA / Restricted Advice / Mortgage & GI | Change Management | Crisis Management
"Eileen has a wealth of experience and knowledge when it comes to CRM systems, she has a proven track record in improving business processes both pre and post RDR. My team and I have interacted with Eileen, and Informed Training, on a number of occasions whilst looking at CRM solutions for Businesses..."
Tim GaleCircadian - Director of Account Services
"I can't recommend this lady or her company highly enough. We were introduced to Eileen on purely a training basis. Having struggled with our CRM system for quite sometime we were becoming frustrated. Eileen saw our problem, and spent a great deal of time..."
Jade Clarke-Mackintosh
Senior Group Administration ManagerBartons Group

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Meet Our Clients

At Informed Training, we are proud to work with many fantastic companies within the Financial Services sector; explore a selection of the wonderful clients we have worked with.