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Unlock the full potential of your staff with the Portico Account Balancing training engagement for General Ledger and ACH Balancing.
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Participate in an engaging session that reviews daily processes and addresses staff inquiries while exploring various functionalities of Activity Exception Management for Premier.
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Transform your administrative experience with targeted training that addresses challenges in the Business Process Manager or Integrated Teller systems, enhances your understanding of Navigator Security and user access management and streamlines the security audit process in Security Control for Premier, or showcases the Director system as a powerful storage and research tool. Each engagement is designed to empower your team with the insights and solutions needed for optimal system performance.
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Unlock the full potential of your staff with the Business Analytics Training Bundle from Fiserv.
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This dashboard tracks operational metrics across departments, helping your leadership teams understand how your financial institution is performing against strategic goals. It highlights areas of strength and identifies opportunities for improvement, enabling proactive management and continuous improvement.
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Our Business Process Manager Account Opening Workflow Consulting session is designed to help administrators and new account opening staff tackle challenges related to the setup, structure, and capabilities of the Business Process Manager system. We will navigate each aspect of Business Process Manager, review the current system setup, and provide recommendations for streamlining and enhancing overall system usage.
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Our Business Process Manager Account Servicing Consulting session is tailored to help administrators and new account opening staff overcome challenges related to the capabilities of the Business Process Manager system. We will explore each aspect of the Business Process Manager program, review the current system setup, and suggest options for streamlining and enhancing overall system efficiency.
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Elevate your BPM program with our professional consulting services, where we collaborate with administrators to assess current usage and enhance interactions with best-practice methodologies while diving deep into the BPM database to uncover and implement efficiencies that add substantial value to your program.
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This workshop is a comprehensive three-day event designed for individuals with limited experience in Business Process Manager (BPM).
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This workshop is a comprehensive three-day event designed for individuals with limited experience in Business Process Manager (BPM).
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Our Business Process Manager Forms Management Consulting session is designed to assist administrators in overcoming challenges related to forms setup, structure, and capabilities in Business Process Manager. We will navigate through each aspect of Forms Management, conduct a review of the current system setup, and provide recommendations for streamlining and enhancing overall system functionality.
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Enhance your staff's expertise with a tailored Operational Review that offers customized training and support on the Cleartouch core system, focusing on your financial institution's specific products, services, and internal procedures without a predefined agenda.
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Unlock the full potential of your staff with the Cleartouch Training Bundle from Fiserv.
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Embark on an introductory session that delves into the features and functionality of the Collateral Accounting for Premier management system, including a comprehensive review of collateral master records, addenda options, specifications, pledging, LTV options, and reporting capabilities.
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Gain insights into market positioning with our deposit growth competitive shop, where we assess competitor offerings and strategies to help you optimize your deposit products and enhance your competitive advantage.
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Our Custom Reports service enables your financial institution to extract meaningful insights from its data by designing tailored reports that align with specific business goals. Whether it's operational performance, customer behavior, or financial trends, we build reports that provide clarity, support decision-making, and enhance strategic planning.
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Elevate your team's capabilities with our annual subscription for custom training plans, specifically designed for your financial institution.
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Our consultants help you to create and maintain accurate customer relationship hierarchies. This includes linking related accounts, defining ownership structures, and enabling relationship-based servicing and reporting.
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This service enables you to update customer relationship structures in bulk, such as reassigning primary contacts or consolidating related accounts. It's especially useful during reorganizations, mergers, or strategic realignments.
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Data Consulting helps your financial institution to unlock the full potential of its data assets. We provide expert guidance on data architecture, integration, and governance, ensuring that data is accurate, accessible, and actionable. This service supports digital transformation, improves reporting capabilities, and lays the foundation for advanced analytics.
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Gain valuable insights into assessing the profitability of commercial deposit accounts with our session, which also explores how to appropriately charge for services while considering the intricacies of complex deposit relationship structures.
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This seminar is a comprehensive two-day event designed to enhance participants' understanding of debit processing and associated risk management strategies.
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Unlock the full potential of your staff with the Debit Processing Training Bundle from Fiserv.
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Explore our Deposit Charge Off Automation process, focusing on charge-off procedures, including book balance discussions, write-down options, and the steps for clearing and closing efficiently.
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Enhance your staff's expertise with a tailored Operational Review that offers customized training and support on the Cleartouch core system, focusing on your financial institution's specific products, services, and internal procedures without a predefined agenda.
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Enhance your staff's expertise with a tailored Operational Review that offers customized training and support on the Premier core system, focusing on your financial institution's specific products, services, and internal procedures without a predefined agenda.
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Gain deep insights into your financial institution's DDA, SAV, and IRA parameters through a customizable Parameter Review that identifies potential enhancements and meets your specific understanding and analysis needs.
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Customized to suit your financial institution's needs, our review of demand deposits, savings, and certificate of deposit specifications identifies potential changes, offering sessions that range from enhancing overall understanding to providing in-depth analysis based on your specific preferences.
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Unlock the potential of the Director system as a robust storage and research tool, showcasing efficient utilization methods while customizing it to align seamlessly with your financial institution's unique structure.
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Unlock the full potential of your staff with the DNA Best Practices training engagement.
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This seminar offers a comprehensive learning experience across four distinct tracks: Loans, Deposits, Operations, and CRM/BI. Participants can enhance their skills and knowledge through a variety of sessions tailored to their roles and responsibilities, whether they are subject matter experts or new users.
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Unlock the full potential of your staff with the DNA Training Bundle from Fiserv.
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This service focuses on identifying and merging duplicate collateral records within the CIF. By consolidating these entries, your financial institution can improve collateral tracking, reduce risk, and ensure accurate reporting across lending and servicing functions.
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We identify and consolidate duplicate name and address records to ensure a single, accurate view of each customer. This improves servicing, reduces confusion, and supports better analytics and compliance across your financial institution.
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Engage in a dynamic session that reviews daily processes and addresses staff inquiries, covering essential topics such as Stop Pay, NSF Non Post resolutions, and various EIM functionalities, scheduled during EIM accessibility and before the daily processing cutoff.
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Join us for a session that covers the proper coding of escrow records for new notes to ensure accurate analysis calculations. We will discuss reporting options, disbursement of escrowed items, and highlight common pitfalls and challenges to avoid.
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Executive Suite Reports are high-level summaries designed for your senior leadership. They consolidate key metrics across business lines into concise, visually compelling formats that support strategic planning, board reporting, and performance reviews.
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Unlock the full potential of your staff with the FCRM AML Risk Manager Training Bundle from Fiserv.
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Unlock the full potential of your staff in learning the fundamentals of banking by introducing the structures of banks and credit unions and the role they play in the economy.
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We develop interactive dashboards that provide real-time visibility into key performance indicators. Our Financial Performance Dashboard provides a comprehensive view of your institution's financial health. It includes metrics such as revenue, expenses, profitability, and cost of funds, helping your executives and finance teams make data-driven decisions to optimize financial outcomes.