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Findesk Onboarding

A selection of introductory videos for new users to start understanding how Findesk operates.

1 author9 articles
Frequently asked "How to" videos

A collection of tutorials on frequently queried Findesk functions.

1 author3 articles
Application View

Instructional videos on how to navigate and make changes within an application.

1 author2 articles
Entity View

A series on how to effectively manage and create individuals, organisations and other entities within Findesk.

1 author3 articles
Enquiries & Quoting

Tutorials to help you get the most out of the Quote screen.

1 author7 articles
Entity Creation

Tutorials designed to teach you how to correctly input your customer's entity structures and ensure correct information is captured.

1 author5 articles
User Settings

Features designed to increase efficiency and communication between teams.

1 author1 article
Administration Settings

Tutorials created to assist you with background updates and key changes to findesk.

1 author5 articles
Reports & Analytics

Coming soon!

1 author1 article
The Application Process

This series of videos will take you through an entire application process within Findesk, from Enquiry to Post-Settlement.

1 author2 articles
Webinars Collection

Collection of our Zoom webinars.

1 author2 articles
COVID - 19 Information

A collection of COVID - 19 related findesk information.

1 author2 articles