Training & education for financial institutions

At SHAZAM, we take your success seriously — because when banks and credit unions thrive, so do the communities they serve. That's why we deliver practical, real-world financial services training that helps your team stay informed, aware and ready for what's next.

You'll find a broad range of high-impact educational opportunities, curated by a dedicated client learning team that truly understands financial institutions. Each program is designed to support your team's professional growth, covering everything from industry standards and regulatory expectations to emerging trends and new technologies.

Together, we're focused on helping you stay competitive as the payments landscape continues to evolve.

Live, interactive webinars

Expert‑led webinars for practical, real-world learning

SHAZAM’s webinars are built specifically for community banks and credit unions and led by our experienced client learning team, whose expertise spans more than 220 years in financial services.

Each session covers timely, real‑world topics — from compliance and regulatory updates to operational best practices and emerging industry challenges. With interactive discussion and real‑time Q&A, your team stays engaged while learning from any location.

One flat fee per attendee includes access to the session recording for convenient on-demand viewing.

Online courses

Structured online courses that support skill development

SHAZAM’s online courses give your team the flexibility to learn on their own schedule without sacrificing relevance. Designed around how SHAZAM products are used in real‑world scenarios, each course focuses on practical skills, regulatory awareness and everyday applications.

These on‑demand courses are ideal for new employee onboarding, ongoing staff development and reinforcing consistent processes across your organization — helping your team stay capable and aligned with your strategic goals.

Custom training

Custom training tailored to organizational goals

SHAZAM’s custom training delivers targeted, real‑world learning tailored to your institution’s goals, systems and regulatory environment. Working directly with experienced industry professionals, we design programs that reflect how your team actually operates.

Available virtually or on‑site, custom training focuses on practical application — from payments and digital banking to fraud and risk management. Each program is built to strengthen performance, improve consistency and ensure your staff is prepared when it matters most.

Media training

Media training designed for high‑stakes communication

How will your institution respond when the cameras are rolling? In a 24‑hour news cycle, local media outlets are constantly searching for fresh stories and credible experts — and how you perform in the spotlight can instantly shape public perception.

This full‑day workshop, led by veteran news anchor Patrick Dix, covers media fundamentals and includes hands‑on exercises to demystify the media, address common fears and reframe media engagement as a strategic opportunity rather than a risk. With decades of newsroom experience, Patrick will explain why building proactive relationships with local journalists — and confidently saying “yes” when they call — can pay dividends for your reputation, your organization and your bottom line. 

Participants will gain a clear understanding of how media decisions are made, how to position their institution as a trusted voice and how smart media engagement can strengthen reputation, support organizational goals and drive positive business outcomes.

Smarter learning for busy financial institution teams

Training built for real-world scenarios

Address the operational, compliance and service realities facing today’s financial institutions

Learning aligned to what matters most

Select from topics that keep you compliant and informed while strengthening accountholder trust

Delivery formats that keep you on track

Develop employee skills quickly and consistently while keeping branches and operations running smoothly

A smarter way to build skills over time

Continuously develop your workforce as regulations and expectations change for financial institutions

Who leads SHAZAM webinars and training programs?

Our webinars, courses and custom training are led by experienced industry professionals with deep financial services expertise — including more than 220 years of combined experience on our client learning team.

Can multiple employees attend the same webinar?

Each webinar is offered at a flat fee per attendee, making it easy and cost‑effective to train your team. Plus, each paid webinar includes access to the session recording, allowing your team to view it on demand for refresher training or onboarding.

Are SHAZAM learning solutions updated to reflect regulatory changes?

Yes. Webinar topics and online courses are regularly reviewed and updated to reflect regulatory updates, industry trends and evolving operational best practices.

What topics can be covered through custom training?

Custom training can be developed around payments and debit operations, digital and core banking systems, fraud management, reconciliation, DocuCommand®, compliance crisis response and more. Programs also can be tailored for specific roles or departments, including frontline employees, operations teams, managers and executive leadership.