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Customer Training!

By Dan Hadaway | Monday, June 4, 2012 - Leave a Comment

We just postponed our workshop at the Indiana Bankers Association that was scheduled for Wednesday (06/06).

<embarrassed>

Besides thinking to myself, “that’s the last time I”m scheduling anything for 6/6,” I was admittedly surprised we didn’t have more attendees.  Whenever I talk to our audit as well as our network monitoring clients, it is apparent that bankers in the midwest are hungry for information not only about how to educate their customers, as required by the June 2011 Supplement to the 2005 Authentication Guidance, but also on how to educate their management team and board of directors.

Our post-mortem has concluded that I didn’t properly name the workshop.  I admit I’m really not that good with names.  My original name for the workshop was “Technology Awareness Training.”  Then we changed it to “The Supplement Part Two:  Adding Customer Awareness to your Awareness Training Program.”  Now it’s “Responding to the FFIEC Authentication Guidance about Customer Awareness Training.”

The workshop has been rescheduled for June 28th . . . . that’s the Thursday before the fourth of July weekend so we just KNOW that nobody has anything going on that week.

Please let those in your bank know . . . . maybe it’s your marketing people . . . . that we’ve got PLENTY of free boilerplates centered around awareness training for all who attend.  In fact, the following is a list of boilerplates we’ll be giving away FOR FREE just on the subject of customer awareness training:

  • Customer Awareness Training Strategy
  • Commercial Awareness Training Flyer (that you can re-brand)
    • This includes a great little word-game for your commercial customers!
  • Commercial Customer Training Checklist
    • (with break-outs for merchant capture, ACH, Wire Transfer, and Commercial billpay)
  • Consumer Awareness Training Flyer (that you can re-brand)
  • Identity Theft Prevention (an update to our original 2005 re-brandable flyer)
  • Mobile Banking Tips and Trends (for your customers with smartphones)
  • Privacy Policy (just a boring old document with updated language to address Google Analytics)
  • Public Presence Content Checklist (an audit checklist for all public presence domains such as your marketing site, etc.)

That doesn’t include the Social Media Development Toolkit that we have prepared, our Social Media Kit in general, our Mobile Devices Security Kit, or our standard user awareness training boilerplates, board awareness training boilerplates, etc.

As an auditor, I can only say this:  “This is definitely one workshop you MUST attend!”

Dan

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Dan Hadaway CRISC, CISA, CISM
Founder and President, Infotex

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“Dan’s New Leaf” is a “fun blog to inspire thought in the area of IT Governance.”

 

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