FINANCIAL SERVICE

For over the past 10 years, OTEC has been helping financial services organizations develop the skills of team members to ensure consistent and excellent service is provided to all corporate and retail customers.

Improve the service experience at your financial services organization with OTEC’s highly engaging training programs.

Service Excellence Series

Leadership Excellence Series

Train the Trainer Series

Additional OTEC Training Solutions

OTEC specializes in instructor-led, web-based and blended learning solutions. Use one of our existing programs or have OTEC design-build a training program to specifically meet the needs of your financial services organization.


For more information on OTEC’s retirement community training and consulting solutions for financial services, contact:

Sherry Sibio
Vice President, Client Solutions
416-622-1975 ext. 212
ssibio@otec.org