Training

eBanqr is a very intuitive and simple-to-use application that requires minimal training.   Generally, a new user requires an average of two hours of training to effectively use the software. 

Our skilled team offers comprehensive training on all features of the software as part of the onboarding process of new clients. Periodic trainings are also offered freely to all users to highlight new features or functions that users need more clarity on.

Our training sessions are delivered through a mix of online instructor-led workshops, and practical simulations, ensuring that users and administrators gain confidence in utilizing the system effectively. Additionally, we provide online training manuals, video tutorials, and post-training support to reinforce learning and address any operational challenges. By investing in thorough training, we ensure that your team is fully equipped to leverage the software’s full potential, driving long-term success for your institution.

User Training

Our user training program is designed to empower staff with hands-on expertise in daily operations. Key modules include:

  • Client Management– Learn how to onboard, update, and manage customer profiles efficiently.
  • Group Management– Master the setup and administration of group-based lending and savings schemes.
  • Loans Management– Understand loan origination, disbursement, repayment tracking, and delinquency management.
  • Savings Management– Gain proficiency in handling savings accounts, deposits, withdrawals, and interest calculations.
  • Accounting– Navigate general ledger entries, journal postings, and financial reconciliations.
  • HR & Payroll Management– Manage employee records, salaries, benefits, and statutory deductions seamlessly.
  • Reporting & Analytics– Generate and interpret financial reports, dashboards, and business insights for informed decision-making.

Admin Training

For system administrators, we provide in-depth training to ensure proper configuration, security, and maintenance of the software. Key focus areas include:

  • Access Management– Set up user roles, permissions, and security protocols to safeguard sensitive data.
  • Accounting Admin– Configure chart of accounts, fiscal periods, and accounting policies.
  • Products Management– Design and customize loan products, savings plans, and fee structures.
  • Data Management– Perform data backups, migrations, and integrity checks.
  • Audits– Monitor system logs, track changes, and ensure compliance with audit trails.
  • Company Details– Manage organizational settings, branch configurations, and regulatory parameters.