Training Programs For Your Bank

Enablement and Optimization For Your Commercial Card Program

Keep your team on the cutting edge of the technologies and best practices that benefit your bank. With over ​30+ years of combined experience launching and optimizing card programs for financial institutions, we know what it takes to put your commercial card program in a position to thrive.

Enablement and Optimization For Your Commercial Card Program

Keep your team on the cutting edge of the technologies and best practices that benefit your bank. With over ​30+ years of combined experience launching and optimizing card programs for financial institutions, we know what it takes to put your commercial card program in a position to thrive.

Our Signature Enablement and Optimization Services

Whether you leverage our Advisory Services and Embark Solutions™ to launch your commercial card program, training for your bank is a part of the plan. 

Both solutions can include enablement and optimization services to ensure you have the resources you need to sustain and scale your commercial card program.

  • Operational Process
  • Workflows and Procedures
  • Credit Underwriting
  • Compliance, Fraud & Risk Management
  • Financial and Performance Reporting
  • Sales Process
  • Pricing Strategy and Models
  • Settlement Process
  • Configuration Guidance
  • Network Contract Review
  • ROI Modeling and Budget Planning
  • Custom Optimization Services and Training

Training Programs For Your Bank’s Commercial Card Program

How you implement and optimize innovative products for your institution depends on effective training and resources. 

Along with our Advisory Services for launching a credit card, our bank training services meet you where you are. We help you achieve success at every step in the business and commercial card adoption process, while empowering your team to do their best work.

Bring Us In For Your Next Speaking Engagement

With 20+ years in the commercial banking space, co-founders Julie Schmitz and Nicole Slay have been honored to serve as keynote and panel speakers at professional development conferences and training sessions. 

Book our team for your next engagement to share our expertise on a wide range of relevant topics in business, finance, and leadership.

  • Advancing Women in Financial Services
  • B2B Payments Landscape
  • Building Successful Bank & Fintech Partnerships
  • Fostering Innovative Culture & Growth Mindset


Recent Engagements 

  • Moderated for CPI Middle Market Conference on Modern Processors in 2024
  • Featured Presenter at the 2023 NAPCP Commercial Card and Payment Annual Conference, “Becoming Fluent in Fintech.” 
  • Roundtable Discussion Leader at the 2023 NAPCP Commercial Card and Payment Annual Conference, “Buzzwords or Evolving Options?”

We’re Ready to Guide Your Bank to Commercial Card Success

Along with our Enablement and Optimization services for your bank, we offer complete advisory and program management services for banks of ALL sizes that want to explore or get started on their business and commercial card programs.

Discover the benefits for your bank by exploring our solutions, led by seasoned professionals in the payment solutions industry.